News Forecast:
- Revolut announced it will delist USDT on August 31, with regulatory and risk compliance as core reasons;
- The G20 Ministerial Meeting on Technology will be held from September 1 to 2, with tech giants like Musk, Huang Renxun, and Altman in attendance;
- The United States will release the adjusted non-farm employment numbers for August at 20:30 on September 4, serving as the last non-farm report before the FOMC meeting on September 15-16; the data will directly determine the market's pricing of interest rate cuts, affecting the USD, US bonds, and global risk assets;
- Hyperliquid (HYPE) will unlock approximately 433,000 tokens at 8:00 AM on September 6, Beijing time, with a circulation ratio of about 0.1%, valued at approximately $36.1 million;
- Sui (SUI) will unlock approximately 13.53 million tokens at 8:00 AM on September 1, Beijing time, with a circulation ratio of about 0.33%, valued at approximately $10 million;
- Project shutdowns: USDe margin perpetual contract DEX HyENA, all-in-one token deployment platform Printr, DeFi yield protocol Summer.fi, community-driven ENS platform Vision, NFT collateral lending platform NFTfi, TON bridge-v3 cross-chain bridge, Cosmos ecosystem's second-largest wallet Cosmostation Wallet, and the crypto-native non-custodial wallet and issuing company Cypher.
August 31
Policy Regulation:
The South African Revenue Service (SARS) recently released a draft guideline on cryptocurrency asset taxation, and public comments must be submitted by August 31, 2026. The guideline covers the legal and tax nature of cryptocurrency assets, their various uses, and related income tax consequences (including donations). Additionally, it provides guidance on compliance, record-keeping, estimated tax payments, income tax filings, and disclosure obligations. To enhance regulation of the digital economy, SARS has established a dedicated cryptocurrency income supplementary department. Furthermore, in recent years, SARS has set up other departments to help track and audit specific markets, as digital asset transactions have now become a key focus.
Project Updates:
Global digital banking and fintech platform Revolut has notified users that stablecoin USDT will be officially delisted on August 31, 2026. Additionally, Revolut will stop USDT purchase services from July 6 and suspend USDT top-ups after July 30, with any incoming USDT being directly rejected. If users do not sell or withdraw their USDT by the end of August, their holdings will be automatically converted to the account's base currency by the system. Revolut states that this delisting adjustment is the result of comprehensive considerations of regulatory policies and risk compliance, but the announcement did not specify the specific regulatory framework and details that triggered the adjustment.
Based on the Hyperliquid HIP-3 standard, using Ethena stablecoin USDe as margin, HyENA, which has handled over $4 billion in trading volume and issued approximately 2.5 million USDe margin profits to over 12,000 traders, announced it will fully go offline and settle all markets. The team stated that as Hyperliquid deepens its alignment with USDC, the USDe margin model is no longer meaningful; thus, from August 31 to September 2, trading markets will be delisted sequentially each hour, with positions automatically settled based on a 1-hour oracle TWAP; HLPe deposits can be redeemed 1:1 without fees along with profits; previously, Ethena Exchange Rewards ended in June 2026, and HyENA Points do not correspond to any token or currency value, and the project has no plans to issue tokens.
Token deployment platform Printr will cease operations on August 31 due to lack of financial support
The all-in-one token deployment platform Printr announced it will initiate the shutdown process, with all operations ceasing on August 31, 2026. The team stated that it has attempted all feasible solutions over the past three months, but due to a lack of funding and distribution support in the current market environment, the project can no longer be sustained. Starting from August 18, all on-chain staking positions and staking profits will be automatically unstaked and returned to the original deposit address, and the staking function will be subsequently suspended. Due to the project shutdown, the planned token generation event and airdrops will be canceled. After August 31, the Printr application interface will go offline, but the tokens issued through the platform will continue to exist as independent on-chain assets. The team expresses deep regret for failing to fulfill the airdrop commitment.
ENS platform Vision will suspend operations on August 31
The community-driven ENS platform Vision's co-founder Furyan.eth tweeted that Vision will suspend operations on August 31, and future platform assets will be sold or undergo CTO.
Summer.fi announces closure due to protocol attack, frontend available until August 31
Due to an attack on the Lazy Summer Protocol on July 6, the team announced it will close Summer.fi and its parent company Labs. The attacker manipulated the prices of two USDC Vault shares on the Ethereum mainnet to steal approximately $6.04 million in deposits, resulting in significant damage to both the protocol and the team's own funds, leaving operational funds exhausted. In the context of the overall strain on DeFi following the Stream Finance incident in October 2025, the team stated that there are no viable restructuring paths and will keep the Summer.fi frontend available until August 31. The future development of Lazy Summer Protocol will be determined by Lazy Summer DAO, which is pushing to restore all Vault withdrawal and redemption processes; the official support email and Discord will remain open until the end of August.
NFT collateral lending platform NFTfi will close frontend website on August 31
The NFT collateral lending platform NFTfi announced it will gradually shut down operations over the next few months, planning to close its frontend website app.nftfi.com on August 31, 2026. The platform has stopped initiating new loans, and existing loans can be refinanced for up to 30 days before July 31, with borrowers able to repay at any time before August 31, 2026. The officials pointed out that the contraction of the NFT market has led to insufficient potential revenue to cover operating costs, but the deployed smart contracts will continue to run independently on-chain, and users can still repay loans and withdraw collateral NFTs through these contracts, with relevant operational guidelines to be released before the shutdown.
September 1
Policy Regulation:
The G20 Ministerial Meeting on Technology will be held from September 1 to 2, with tech giants like Musk, Huang Renxun, and Altman in attendance
The G20 Ministerial Meeting on Technology will take place from September 1 to 2 in North Carolina, USA, with tech giants such as Musk, Huang Renxun, and Altman attending. The Trump administration is pushing participants to accept the "Carolina Principles," advocating for light regulation of AI and avoiding the establishment of new regulatory agencies.
The Vietnamese government has released decree number 284/2026/NĐ-CP, which stipulates administrative violations related to cryptocurrency assets and their markets, including fines and law enforcement responsibilities. The decree covers violations related to token issuance, trading venue operations, service provider obligations, investor trading behaviors, cross-border fund transfers, data misuse, and anti-money laundering and anti-terrorism financing scenarios. Institutions may face fines up to 200 million VND, while individuals may be fined up to 100 million VND, and additional measures such as business suspension, license revocation, and confiscation of illegal gains may be imposed. This decree will go into effect on September 1, 2026, within the framework of the cryptocurrency pilot market, and will be implemented in conjunction with relevant anti-money laundering and digital industry laws.
Governor of the Central Bank of Russia: Digital Ruble will be launched on September 1
Elvira Nabiullina, the Governor of the Central Bank of Russia, confirmed that the Digital Ruble will be launched as planned on September 1, with "everything ready." The Digital Ruble will serve as a supplement to the Russian national currency Ruble and will initially be accepted by financial and credit institutions. Development of this CBDC began in 2021, and the EU implemented pre-emptive sanctions against the Digital Ruble in April 2025 in response to Russia's war with Ukraine. Vladimir Chistyukhin, the First Deputy Governor of the Central Bank of Russia, stated that the laws related to the Digital Ruble will come into effect on September 1, with a transition period until July 2027. In contrast, the U.S. housing legislation containing a CBDC ban has been submitted to Trump, and if the president does not sign within 10 days, it will automatically take effect, with the ban lasting until 2030.
Project Updates:
Secret Network plans to migrate to the Arbitrum ecosystem, asset snapshot scheduled for September 1
The privacy public chain Secret Network announced that it will migrate to the Arbitrum ecosystem, with the SCRT token transitioning to an ERC-20 token on Arbitrum. The migration is set for an asset snapshot on September 1, 2026, with native SCRT and staked SCRT automatically migrated; however, sSCRT, SCRT in contracts or liquidity pools, SCRT cross-chain to other chains, and IBC bridge tokens are not within the migration scope and need to be converted to native or staked status before September 1. After migration, SCRT will still function as a governance token, and the team proposes lowering the inflation rate from 9% to 5%. Upon completion of the migration, SCRT Labs will cease to maintain the Secret Network and will open-source all code. This proposal requires a community governance vote for approval.
Toncoin announced that its bridge-v3 cross-chain bridge is planned to formally close permanently on September 1, 2026. During the transition period before closure, all proportionally charged cross-chain fees have been waived, and users who have previously used the bridge are reminded to check their wallets and withdraw any pending or uncollected assets before the deadline.
If holding Wrapped TON in Ethereum or BNB Smart Chain, users should re-bridge back to the TON network before the deadline, and if holding jUSDT, jUSDC, jDAI, jWBTC, etc., tokens need to be re-bridged back to the Ethereum network; users must complete all asset migrations before the deadline to avoid their assets becoming immovable across chains. After September 1, the cross-chain bridge will stop all transfer functions.
Deribit plans to take down its public proof of reserves page on September 1, with about 90% of client assets moved to Coinbase custody
Deribit will remove its public "Proof of Reserves" page on September 1. Previously, users could verify their balances through this system to check if their assets were included in a snapshot and compare the platform's aggregate liabilities with public wallet holdings. This adjustment occurs after Deribit completes its integration with Coinbase, where approximately 90% of its client assets have now been incorporated into Coinbase's custody arrangements. Notably, Deribit’s existing proof of reserves system utilizes privacy-preserving binary Merkle trees and daily asset snapshots, and the public proof of reserves does not cover all of its custodial assets.
Linera announces LNRA token economic model, sales pre-registration will end on September 1
The Layer 1 blockchain protocol Linera has opened community pre-registration for the LNRA token sale, with the pre-registration period from now until September 1, and a commitment period from September 1 to September 8, with subscriptions being conducted through Echo's Sonar system at a fixed price in USDC (Base chain). Linera will announce pricing and sale scale on August 28.
Furthermore, Linera revealed an overview of LNRA token economics, indicating that community reserves account for 60% of the total supply, the foundation accounts for 10%, investors account for 11.3%, early contributors account for 13.7%, and community sales account for 5%. Investors and early contributors collectively hold 25%, and these tokens will be unlocked in batches over three years after distribution.
GnosisDAO will provide $15 million in stablecoin funding to Gnosis Ltd for 12 months starting September 1
Gnosis tweeted that GnosisDAO Proposal GIP-154 was passed, which will provide $15 million in stablecoin funding to Gnosis Ltd for 12 months starting September 1, paid quarterly, to support the construction of the Ethereum Economic Zone (EEZ), ongoing research and development of Gnosis Chain, and Gnosis Pay. The same proposal also includes a $2 million operating fund loan for Gnosis Pay that must be repaid to the DAO.
The on-chain reputation project Ethos Network announced that it will hold a WHUF token auction on September 1, with the auction supply amounting to 20% of the total supply, starting FDV at $1 million, with an upper limit of $99 million, and offering an 85% price guarantee. Contributors XP and referred users can enjoy additional rewards, and users can now register to participate.
Ethos disclosed in its white paper the token economic model: the team and early supporters account for 40%, the community accounts for 60%. Within the community allocation, 20% is for token sales, 2% is for XP Bonus Pool, 5% for ecological development, 10% for the foundation treasury, 5% for bug bounties, and 18% for contributor rewards. Early supporters’ tokens will be locked for 24 months (with a 6-month cliff), while the team’s tokens will be locked for 4 years (with a 1-year cliff). Ethos explained the reason for not setting an airdrop allocation, stating that direct airdrops would lead the recipients to sell off immediately, creating concentrated selling pressure; thus, an XP-weighted reward mechanism is adopted, requiring users to participate in token sales, with rewards providing additional incentives for past contributions.
Cosmostation Wallet announced the discontinuation of wallet services for iOS, Android, and Chrome extensions. Starting from September 1, 2026, the wallet will retain only the "Export Mnemonic" and "Export Private Key" functions, while other functions will gradually be phased out and eventually inaccessible. The team emphasizes that Cosmostation Wallet is a non-custodial wallet, and user assets are stored on their respective blockchains and will not be affected by this shutdown, but users must properly back up their mnemonics or private keys before the aforementioned date and migrate to other compatible wallets to continue managing and using their assets.
Special Attention:
Baidu Group will dual-list on the Hong Kong Stock Exchange and NASDAQ starting September 1
Baidu Group announced on August 27 that it will voluntarily convert its secondary listing status on the Hong Kong Stock Exchange to a primary listing, effective from September 1, 2026. From the effective date, the company will be dual-listed on both the Hong Kong Stock Exchange and NASDAQ. The stock mark "S" will be removed from its shares on the Hong Kong Stock Exchange in Hong Kong dollar and Renminbi counters as of September 1, 2026.
It is understood that previously, Baidu was only a secondary listing in Hong Kong, with its listing status dependent on the main market of NASDAQ in the United States and did not meet the criteria to be included in the "Hong Kong Stock Connect," preventing large domestic investor funds from directly investing. If Baidu successfully obtains the Hong Kong Stock Connect qualification, it will help enhance the liquidity of the company's securities, expand the investor base, and provide greater flexibility for entering two capital markets.
Token Unlocking:
Sui (SUI) will unlock approximately 13.53 million tokens at 8:00 AM on September 1, Beijing time, with a circulation ratio of about 0.33%, valued at approximately $10 million
EigenCloud (EIGEN) will unlock approximately 36.82 million tokens at 12:00 PM on September 1, Beijing time, with a circulation ratio of about 5.48%, valued at approximately $7.2 million
September 2
Token Unlocking:
Ethena (ENA) will unlock approximately 40.63 million tokens at 3:00 PM on September 2, Beijing time, with a circulation ratio of about 0.46%, valued at approximately $6.4 million
It is reported that the Ethena Foundationreleased four ecological adjustments, including the initiation of a proposal for buying back ENA governance tokens and canceling monthly VC unlocks. The foundation stated that it has repurchased all locked tokens from some major seed investors who sold ENA tokens in the past 9 months. Additionally, the Ethena Foundation has reached an agreement with major investors to alleviate future selling pressure caused by monthly unlocks for VC investors by releasing unvested tokens. The team’s tokens will remain locked according to the original vesting schedule.
September 3
Macroeconomics:
The Federal Reserve will release the Economic Conditions Beige Book on September 3 at 02:00
Additionally, the Federal Reserve Beige Book will be released at 02:00 on September 3, assessing economic trends across the U.S. In light of the unexpected contraction of payrolls in July and persistently high long-end interest rates, the Beige Book's description of employment and inflation will provide references for the September rate-setting meeting, influencing the market's pricing of policy paths.
Federal Reserve Governor Waller will speak on inflation prospects on September 3
Federal Reserve Chair Waller will speak on Friday in Jackson Hole, but is expected to continue his usual ambiguous style without issuing clear interest rate signals, making it difficult for the bond market to gain directional guidance. Analysts believe this may be the most important official speech before the September meeting, possibly exceeding Chair Waller's statements in Jackson Hole in importance, as the market will calibrate the September rate path based on it.
Exchanges:
Binance will delist ICX, SCRT, STORJ on September 3
According to an official announcement, following a recent review, Binance has decided to stop trading and delist the following tokens on September 3, 2026, at 11:00 AM (UTC+8): ICON (ICX), Secret (SCRT), and Storj (STORJ).
September 4
Macroeconomics:
On September 4, the U.S. August non-farm employment report will be released. According to the U.S. Department of Labor data, July non-farm payrolls unexpectedly contracted by 23,000, the worst performance of the year; August is expected to be +55,000. As the last non-farm report before the FOMC meeting on September 15-16, the data will directly determine the market's pricing of interest rate cuts, affecting the USD, U.S. bonds, and global risk assets.
Special Attention:
The People's Bank of China announced it will issue a set of "Innovating the Future (Artificial Intelligence)" gold and silver commemorative coins on September 4, 2026, consisting of 3 coins: 1 square gold commemorative coin weighing 5 grams and 2 round silver commemorative coins weighing 15 grams each. The gold coin has a face value of 80 yuan, contains 5 grams of pure gold, with a fineness of 99.9%, and a maximum issuance of 10,000 pieces; the two silver coins have face values of 5 yuan each, with individual coins containing 15 grams of pure silver, and a fineness of 99.9%, with a total maximum issuance of 40,000 pieces. This set of commemorative coins is minted by Shanghai Mint Co., Ltd. and Shenzhen Guobao Mint Co., Ltd., with the China Gold Coin Group Co., Ltd. as the general distributor, sold through the China Gold Coin website and the "China Gold Coin" WeChat official account.
September 5
Policy Regulation:
The Pakistan Virtual Asset Regulatory Authority (PVARA) has officially launched crypto asset licensing registration, requiring domestic virtual asset service providers to submit applications by September 5 to obtain a "No Objection Certificate" (NOC), or they will need to cease operations. This framework is based on the "Virtual Assets Act 2026" and covers 11 types of businesses including custodianship, exchanges, brokerage firms, derivatives, etc. PVARA states that licensed institutions must comply with strict operational and security standards, including ensuring the safety of customer funds, enhancing cybersecurity, and ensuring transparency in information disclosure. Previously, the Central Bank of Pakistan lifted the ban on banks providing services to crypto companies in April, but commercial banks are still prohibited from directly investing in, trading, or holding crypto assets.
Token Unlocking:
Opinion (OPN) will unlock approximately 39.25 million tokens at 8:00 PM on September 5, Beijing time, with a circulation ratio of about 10.04%, valued at approximately $2.2 million
September 6
Project Updates:
According to official news, cross-border payment infrastructure company Nium announced the acquisition of crypto-native non-custodial wallet and issuing company Cypher. This transaction will expand Nium's core capabilities for compliant fund flows and settlements between fiat currencies and digital assets. Cypher, founded by Kuberan Marimuthu (Kube) and supported by Y Combinator and Coinbase Ventures, has focused on the development of cross products between on-chain and banking systems over the past four years. Kube has joined Nium as Vice President of Digital Assets, and the Cypher engineering team will join as well.
As part of this transformation, Cypher will begin gradually shutting down its current platform, including consumer applications, business card platforms, and the CYPR ecosystem. The platform will continue to operate until September 6. Users' Cypher cards can be used until August 7.
Token Unlocking:
Hyperliquid (HYPE) will unlock approximately 433,000 tokens at 8:00 AM on September 6, Beijing time, with a circulation ratio of about 0.1%, valued at approximately $36.1 million
Date TBA
Project Updates:
Solana will soon undergo a series of significant changes, with the first phase of rental relief measures launching next week
Jacob Creech, Vice President of Technology at Solana Foundation, stated that Solana will soon face a series of major changes: the first phase of rental relief measures will launch next week, the Transaction V1 system will officially go live on September 9, and the block duration (slot time) will be further reduced, with the Alpenglow upgrade planned for October. He also indicated that the community will hold a Scale or Die conference in November.
Kraken Wallet announces the upcoming launch of joint signing multi-sig functionality, with Android version launching next week
Subugatai, the head of Kraken's on-chain products, released the "Kraken Wallet Declaration," stating that the iOS version is now available for download, and the Android version will launch next week. He previewed that Kraken is about to launch the "Kraken co-signer multi-sig" function, allowing users to split their private keys into multiple shards, with one shard entrusted to Kraken; after users complete dual authentication (2FA) through their Kraken account, they can participate in signing. He emphasized that Kraken Wallet fees are 0.1%.
This wallet supports various account types including EOA, 7702 smart accounts, and embedded wallets, allowing users to choose their own account forms and connect existing hardware signers or multi-sig wallets, while allowing management of funds using different types of wallets for different risk levels. Kraken Wallet will support xStocks trading, stablecoin and fiat exchanges, non-custodial debit cards, on-chain operations generated through qualified custody of K-Assets, and native integration with the Ink ecosystem.
Arthur Hayes will host an AMA next week regarding his AI/crypto project Flop Labs
Arthur Hayes announced on the X platform that the infographic on the token economics of his AI/crypto project Flop Labs will be released this week. Hayes stated that he will host an AMA on X Spaces and YouTube next week to answer questions regarding tokenomics and gather feedback for design improvements.
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