MarsBit’s Weekly Editor’s Picks for Aug. 29 to Sept. 4 rounds up a broad set of stories spanning macro policy, crypto market structure, Robinhood Chain, Ethereum, Hyperliquid and the week’s most discussed headlines. At the macro level, the package focuses on Federal Reserve Chair Kevin Warsh’s first Jackson Hole appearance, where he argued that forward guidance had served its purpose in extraordinary times and that policy should return to data dependence and institutional discipline. The roundup also highlights renewed stagflation pricing as oil moved back toward $90, pressure from Treasury supply and debt issuance on long-end yields, and a sharp rise in concern over an unwind of yen carry trades after Japan’s 10-year government bond yield moved above 3%. On the crypto side, MarsBit places heavy emphasis on Robinhood Chain. The selection tracks which tokens may be capturing growth from the chain’s activity, the mechanics and limits of stock-paired meme coins, emerging AMMs for stock-token LPs, and the surge of PONS after strong issuance and trading growth. It also points to a temporary easing of a key market worry around Strategy and STRC, a tighter Ethereum supply picture driven by spot ETF inflows and staking, and the opening phase of HIP-4 competition in Hyperliquid’s prediction-market ecosystem. The roundup ends with a rapid-fire list of policy, company, market and security developments from the week.

WuBlockchain’s weekly roundup highlighted 10 major crypto stories spanning corporate treasury strategy, U.S. legislation, Russian market rules, tokenized equities, and bank-backed stablecoins. Strategy CEO Phong Le told Bloomberg TV that the company’s Bitcoin trades are driven by capital costs rather than headline price levels, defending the decision to sell around 7,000 BTC near the $60,000 to $65,000 range and buy again near $80,000. The company also pushed back against MSCI’s proposed index eligibility changes. In Washington, SEC Chair Paul Atkins said he wants Congress to move the CLARITY Act quickly and send it to President Donald Trump, while the SEC and CFTC continue working within existing authority. In Russia, the law on digital currency and digital rights took effect on Sept. 1, but domestic crypto trading still cannot fully launch until roughly 80 supporting rules are completed, which officials expect by early December. The roundup also covered Europe’s parallel push on a digital euro and private euro stablecoins, the London Stock Exchange’s plan to list xStocks in 2027, Binance’s launch of U.S. stock and ETF options for users outside the U.S., CZ’s comments on Binance’s $4.3 billion settlement, token buybacks totaling $638 million this year, Solana’s rent cut rollout, and several financing deals led by Felix Pago’s $200 million Series B.

Microsoft AI has released MAI-Transcribe-2, now in public preview on Microsoft Foundry. The model supports 60 languages, speaker diarization, word-level timestamps, and vocabulary bias. In Artificial Analysis non-real-time tests, it achieved 410.7x real-time speed, roughly 10x faster than GPT-Transcribe (40x) and 4.5x faster than Gemini 3.5 Transcribe (89.8x). Accuracy-wise, it attained a 5.2% word error rate on FLEURS across 60 languages, ranking first. On a separate English test, WER was 2.0%, second only to Alibaba's Fun-Realtime-ASR-preview (1.7%). The introductory price is $0.10 per hour, a limited-time offer until December 31, 2026, down from $0.36 for the previous generation.

Colombian fintech Plenti has raised $3 million in seed funding led by Tether, with participation from Verda Ventures. The funds will support existing operations in Colombia and expansion into Peru and Bolivia. The app enables users to hold and transfer USD, EUR, and Colombian pesos, fund international brokerage accounts, and invest fractionally in US stocks, ETFs, digital gold, and crypto assets. Plenti has over 150,000 active users and processes over $3.1 billion in transactions annually.

TechFlow’s Sept. 4 crypto roundup covered a broad set of market and product updates, led by a claim from Nima Owji that X Money may eventually let users connect AI agents to help manage funds. The feature has not been released, and neither a launch date nor final product details have been confirmed. The digest also highlighted comments from on-chain analyst Willy Woo, who said Bitcoin’s classic four-year rhythm tied to halving-driven supply shocks may be losing force as annual new issuance falls to about 0.8% and later 0.4%. In his view, Bitcoin could be entering a transition toward a 6-8 year cycle that looks more like traditional finance’s short-term debt cycle. Several market data points stood out. A report cited by Pengpai said only 12 of the tokens that ranked in the top 100 in 2021 have posted positive returns over the past five years, while nearly 60% are down more than 90% and three no longer have valid price quotes. BTC also moved above $80,000, according to HTX data. Elsewhere, Lookonchain said WLFI adviser ogle turned a $4,997 PONS buy into an unrealized position worth about $5.4 million, while Arthur Hayes said EUR/JPY is the macro indicator he is watching most closely.

The EURCV stablecoin issued by Societe Generale's SG Forge has seen its market cap grow by approximately $5.6 million, making it the second-fastest growing euro-denominated stablecoin. Currently valued between $140 million and $180 million, EURCV trails only Circle's EURC in the euro stablecoin market. Launched in 2023, it is one of the first bank-issued euro digital assets, deployed on Ethereum and Solana, and fully compliant with the EU's MiCA regulation. The token is used for cross-border payments, tokenized asset settlement, and DeFi integration, aiming to provide euro-native infrastructure for digital finance in the eurozone.

Arthur Hayes said on Sept. 3 that Japan’s Government Pension Investment Fund, or GPIF, is considering a fresh review of how it allocates assets between domestic and overseas markets. In his view, that possible shift was also one of the reasons the euro fell by about two big figures against the Japanese yen during the day. Hayes said any change in GPIF’s portfolio mix could trigger large-scale capital reallocation. He described the potential outcome as the start of a "money-printing party." He also pointed readers to his latest article, "Atencion," for more detail on his thinking.

Arthur Hayes argues that the euro-yen exchange rate, rather than a standard U.S. rates indicator, is now the key macro signal for crypto investors. In his latest essay, Hayes says EURJPY could fall from around 185 to 140 or lower by next June, a move he links to stress in France’s sovereign debt and banking system, capital repatriation from Japan, and a policy chain that could force the Federal Reserve to inject more dollar liquidity. His thesis starts with U.S. Treasury Secretary Bessent’s effort to push allied currencies higher against the dollar. Hayes says that trade objective requires private capital to follow official actions, with markets effectively being steered toward selling euros and buying yen. He then ties France’s worsening fiscal position, its negative Target2 shift since 2021, rising OAT yields, and foreign ownership of French bank debt to a broader euro-area fracture scenario he calls a “Schrodinger’s euro.” Hayes also argues that weakness in major French banks such as BNP Paribas could hit the U.S. repo market. Citing OFR money-market data, he says BNP Paribas, Credit Agricole, and Societe Generale account for roughly 20% of repo lending. If those banks pull back, he expects the New York Fed to expand its Reserve Management Purchases program. For crypto, Hayes says that would be a bullish liquidity event, keeping Bitcoin as his core long while maintaining 2026 speculative targets in Ether, Ethena, and Ether.fi.