Leopold Aschenbrenner, a former OpenAI researcher, has again bought call options on AI-related companies through his hedge fund, Situational Awareness, according to Techub News, citing BeInCrypto. The positions include AMD, Bloom Energy, CoreWeave and SK Hynix. The move comes after the fund suffered a sharp drawdown in July this year, when a leveraged bet on AI stocks cut its assets from a peak of more than $45 billion to about $10 billion. This time, the report said, the return to call options caps downside at the premium paid for the contracts. Aschenbrenner is known for a 2024 essay that argued AI could reach human-level intelligence by 2027. His portfolio has been built around companies tied to AI computing capacity and power supply. On Friday, the stocks named in the report traded in different directions: Bloom Energy rose nearly 7%, AMD gained nearly 3%, while SanDisk and CoreWeave fell. It remains unclear whether the new options purchases were funded with remaining cash or newly raised capital.

Leopold, the former OpenAI researcher whose hedge fund Situational Awareness was hit hard in July, is reportedly back in the options market, according to CNBC. A tipster said Leopold began buying options again from last weekend into early this week, with positions still centered on the same AI infrastructure and memory theme that defined the fund’s earlier bets. Reported names include SK Hynix, SanDisk, AMD, Bloom Energy, CoreWeave, and the Roundhill Memory ETF (DRAM), with the options position said to be worth several hundred million dollars. It remains unclear whether the new trades were funded with freshly raised public-market capital or with capital left over after the fund’s July asset sales. Earlier this year, Situational Awareness had grown to more than $45 billion at the start of July before a sharp drawdown tied to leveraged bets on AI-linked stocks forced it to sell nearly all of its public equity holdings at a discount to Citadel Securities. The fund’s size then reportedly fell to about $10 billion, while private positions, especially its stake in Anthropic, were retained.

Situational Awareness, described in the report as an AI hedge fund, has reportedly become active again in the options market, according to comments aired by CNBC anchor David Faber and cited by Sina Finance. Faber, referencing unnamed sources during a live broadcast, said Leopold Aschenbrenner resumed buying options in the latter part of last week and at the start of this week. He said the trades involved hundreds of millions of dollars in option premiums. According to Faber, the underlying names include companies that have frequently appeared in Aschenbrenner’s earlier portfolio, including SK Hynix, SanDisk, Advanced Micro, Bloom Energy, and CoreWeave. Faber also said it remains unclear whether Aschenbrenner has raised new capital for public market investing. The report does not provide further detail on the size of individual positions or the structure of the options trades.

U.S. equities opened in positive territory, according to market data cited by ChainCatcher from Gate. The Dow Jones Industrial Average rose more than 1% at the open, while the S&P 500 gained 0.8% and the Nasdaq also climbed 0.8%. Among individual stocks, Oracle jumped more than 7% after its first-quarter revenue and profit came in above expectations. Intel rose more than 1%, and SK Hynix added 1.5%. The move outlined a broadly higher start for major U.S. benchmarks and several large-cap technology names mentioned in the market update.

Odaily’s latest evening roundup covered a mix of crypto, macro and corporate updates. Robinhood Chain revenue fell below $1 million for a second straight day, while analysts said the strength or weakness of the upcoming CPI print could determine whether action comes next week, leaving the Federal Reserve in a difficult position. The CPI release is due at 20:30 ahead of the Fed’s rate decision. The briefing also highlighted protocol and trading data. Hyperliquid’s protocol revenue rose 83.3% over the past 30 days to $59.84 million, with an additional 775,400 HYPE burned. Trader XXAntiWar returned for a third battle, posting about $11.557 million across three trades and making $660,000 from a short on ZEC. Elsewhere, Niulai’s market capitalization briefly topped $150 million, with a nearly 100% gain over 24 hours. On the corporate side, RealGo completed a $6 million strategic financing round backed by UZ Capital, GW Global and Infiniteall AI. ChangXin Memory Technologies posted an 82% EBIT margin in the second quarter, surpassing Samsung and SK Hynix. Strategy also overtook Block by market value to become the 217th largest listed company in the United States.

TradingBeats data showed a renewed widening in the spread between SKHX and SKHY on Hyperliquid, drawing large traders back into a relative-value setup. At press time, SKHX was quoted at $1,359.6 and SKHY at $190.05, leaving SKHY at a roughly 39.8% premium to SKHX. The gap had widened from 33.9% to around 40% over the past week. During that move, six monitored addresses opened closely matched paired positions: long SKHX and short SKHY. Over the past two days, the group built about $24.439 million in SKHX longs and roughly $24.876 million in SKHY shorts, for a combined notional turnover of about $49.315 million. The two largest positions were held by 0x382d and 0x2ab3, while the other four addresses each put on trades worth about $1.5 million to $3.2 million per pair. The spread has not converged so far. The six addresses are still holding about $22.184 million in SKHX longs and $22.845 million in SKHY shorts. Their SKHY shorts are showing about $481,000 in unrealized profit, while the SKHX longs are down about $581,000, leaving the paired book with an unrealized loss of roughly $100,000. Since opening the trades, the group has also paid about $52,400 in net funding, including roughly $21,900 over the past 24 hours.

Data cited from RootData and CoinMarketCap Research points to a shift in the tokenized asset market: the race is moving away from listing as many products as possible and toward proving real distribution, repeat trading and durable liquidity. Tokenized stocks now have $2.91 billion in transferable circulating value held by 3.17 million holders, but usage remains uneven. Ondo, bStocks and xStocks account for about 72% of reported tokenized stock value, giving a small group of issuers outsized influence over custody, redemption, network selection and where liquidity settles. On the trading side, 2026 year-to-date RWA perpetual volume is concentrated among a handful of venues. Binance handled $1.59 trillion, Hyperliquid HIP-3 recorded $542.8 billion, OKX posted $345.1 billion and Bitget reached $238.2 billion, together making up about 86% of the $3.16 trillion market. Hyperliquid was the only onchain venue in that group, with a 17.2% share of total volume. The figures also show that broad listings do not necessarily translate into deep trading activity. In assets, volume has clustered around names tied to limited access, including semiconductors, commodities and private companies such as SpaceX. The report argues that the next stage of growth will be defined by platforms that combine hard-to-access exposure, credible legal claims and liquidity deep enough to support real orders.

Japanese and South Korean equities both finished lower on Sept. 11, according to market data cited by Bitget. Japan’s Nikkei 225 index fell 1.93% to close at 64,011.34, while South Korea’s KOSPI index dropped 1.76% to 6,909.92. Among heavyweight names, SK Hynix declined 2.21% and Samsung fell 3.53%. The move reflected a broad pullback across the two markets in the latest session, with the cited benchmarks and major component stocks all ending the day in negative territory.