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Wednesday, 09/02/2026

Kalshi and Polymarket Combined Trading Volume Drops to $45.33B in August, First Monthly Decline

Odaily News: The combined monthly trading volume of Kalshi and Polymarket fell to $45.33 billion in August, down 14.5% month-over-month, marking the first monthly decline since August 2025. During the World Cup from June 11 to July 19, prediction market trading volume increased, but declined in August after the event ended. Kalshi's August trading volume was $37.17 billion, down 7.3% month-over-month; Polymarket and its U.S. platform combined for $8.16 billion, down 36.7% month-over-month. August trading volume was higher than May's $25.66 billion.

$125M Short Positions: Wintermute's 83 Targets Show Overall Floating Profit of $1.4339M

Odaily News: Wintermute has taken short positions on a total of 83 targets, with a total notional position of approximately $125 million and an overall floating profit of approximately $1.4339 million. After excluding small positions below $10,000, there are still 71 short targets. The largest short position is ETH, currently holding approximately 20,783.66 ETH, with a position value of approximately $50.13 million, using 15x cross leverage; the average opening price is approximately $2,442.1, the current mark price is approximately $2,412.1, and the current floating profit is approximately $623,600. Other larger short positions include: SOL short position of approximately $14.51 million, with a floating profit of approximately $400,200; BTC short position of approximately $13.12 million, with a floating loss of approximately $36,900; HYPE short position of approximately $7.27 million, near breakeven, with a floating profit of approximately $2,161. The top four short positions total approximately $85.04 million, accounting for about 68% of the total short position.

Catcher Predict: "Detroit Tigers vs. Minnesota Twins" "O/U 9.5" Win rate plummeted 32%

According to monitoring by Catcher Predict, in the "Detroit Tigers vs. Minnesota Twins" event on the prediction market Polymarket, the win rate of the "Over" option in the sub-market "O/U 9.5" has experienced a sharp fluctuation, dropping from 82% an hour ago to the current 50% (a fluctuation of 32%). Please note the impact of related breaking news.

Kalshi and Polymarket's trading volume in August decreased by 14.5% month-on-month, marking the first decline in a year

According to The Block data panel, the combined trading volume of Kalshi, Polymarket, and Polymarket US in August fell by 14.5% month-on-month to $45.33 billion, marking the first monthly decline in a year. Among them, Kalshi's trading volume in August was $37.17 billion, down 7.3% from $40.1 billion in July; the combined trading volume of Polymarket and its US platform was $8.16 billion, down 36.7% from $12.89 billion in July.The decline in August occurred after a surge in summer prediction market activity driven by the World Cup (June 11 to July 19), but the August trading volume was still significantly higher than May's $25.66 billion. Meanwhile, Kalshi and Polymarket are facing increasingly stringent scrutiny from state-level regulators in the US, particularly regarding sports-related contracts, with more than ten states taking enforcement actions or filing lawsuits against the two platforms. Last week, Connecticut sued Kalshi, seeking to prevent the platform from offering sports contracts.Despite the escalating legal disputes with state regulators, Kalshi continues to expand its presence in the sports sector, recently signing an agreement with the United States Tennis Association to become the exclusive prediction market partner for the US Open. Additionally, earlier this week, Kalshi permanently banned former US Congressman George Santos, marking its first permanent ban, due to Santos violating rules by betting on whether he would attend the State of the Union address, resulting in a fine of over $71,000.

OpenAI counters Apple's trade secret lawsuit, calling it chaos caused by Apple itself

OpenAI countered Apple's allegations of stealing trade secrets in a late-night legal document. OpenAI stated that the lawsuit is baseless and aims to hinder its recruitment of new employees, ultimately delaying its efforts to develop competitive technology.OpenAI claimed that many of the allegations stem from Apple's poor internal departure procedures, and the lawsuit is "the chaos caused by Apple itself." Previously, OpenAI CEO Sam Altman had shared a table with Apple's then-CEO Tim Cook at a White House tech leaders dinner.

The real robot revolution in China has nothing to do with humanoid robots

According to data from the International Federation of Robotics, Chinese companies installed 295,000 new industrial robots in China in 2024, accounting for 54% of the global total. Two years ago, China had over 2 million industrial robots in operation, approximately 4.5 times that of the second-place Japan. According to data from the Ministry of Industry and Information Technology of China, the revenue of China's robotics industry exceeded 300 billion yuan (4.4 billion USD) last year, with an average annual growth rate of over 20% over five years. Industrial robot exports are expected to grow by 49% in 2025, making China a net exporter of industrial robots for the first time.Chinese manufacturers now hold the majority share of the domestic industrial robot market, which was previously dominated by Fanuc, ABB, Yaskawa, and KUKA before 2024. BYD's Xi'an factory operates thousands of automated robotic arms for electric vehicle assembly lines, with key components being nearly fully autonomous. The Yangshan Port in Shanghai has built the world's largest automated terminal, almost entirely operated by automated guided vehicles and remotely controlled gantry cranes, with minimal human intervention. Regulatory authorities in Guangdong Province recently approved 48 "robot +" deployment scenarios covering manufacturing, logistics, and service sectors. The quadruped and humanoid robot company Yushu Technology went public last month, with its first-day trading valuation exceeding 1,200 times its past earnings.

PONS Daily Fees Reach ~$4.73M, Surpassing Hyperliquid, Polymarket, and Fomo Combined

Odaily News: Data shows that PONS generated approximately $4.73 million in fees over the past 24 hours, higher than the combined total of about $3.461 million from Hyperliquid, Polymarket, and Fomo.

Additionally, PONS's single-day fees also exceeded the total network fees of about $4.65 million across three public chains: Robinhood Chain, BSC, and Solana. Bubblemaps noted that public chain data only counts network fees and does not include fees generated by protocols built on top of them.

Ethereum Spot ETFs See Net Inflow of $10.95M Yesterday, Marking 12 Consecutive Days of Inflows

Odaily News: According to SoSoValue data, yesterday (Sept. 1, Eastern Time) Ethereum spot ETFs saw a total net inflow of $10.9528 million.

The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock's Staked ETH ETF (ETHB), with a net inflow of $11.2001 million. To date, ETHB's cumulative net inflow stands at $705 million.

Next was Fidelity's ETF (FETH), with a net inflow of $4.812 million. To date, FETH's cumulative net inflow has reached $2.286 billion.

The Ethereum spot ETF with the highest single-day net outflow yesterday was Grayscale's Ethereum Trust ETF (ETHE), with a net outflow of $7.3977 million. To date, ETHE's cumulative net outflow has reached $5.354 billion.

As of press time, the total net asset value of Ethereum spot ETFs is $15.212 billion, with an ETF net asset ratio (market cap relative to Ethereum's total market cap) of 5.21%. The historical cumulative net inflow has reached $13.073 billion.

Bitcoin Spot ETFs See $236M Net Outflow Yesterday; BlackRock's IBIT Leads with $201M Outflow

Odaily News: According to SoSoValue data, bitcoin spot ETFs saw a total net outflow of $236 million yesterday (Sept. 1, Eastern Time).

The bitcoin spot ETF with the largest single-day net inflow yesterday was Bitwise ETF BITB, with a single-day net inflow of $8.3832 million. BITB's historical total net inflow currently stands at $2.087 billion.

The bitcoin spot ETF with the largest single-day net outflow yesterday was BlackRock's ETF IBIT, with a single-day net outflow of $201 million. IBIT's historical total net inflow currently stands at $63.37 billion.

As of press time, the total net asset value of bitcoin spot ETFs is $97.121 billion, with an ETF net asset ratio (market cap as a percentage of total bitcoin market cap) of 6.25%, and a historical cumulative net inflow of $54.611 billion.

237 Million Stolen FOGO Tokens Permanently Removed, Fogo Mainnet Restarted and Running Normally

Odaily News: The Fogo mainnet has been restarted and is running normally. In this incident, a total of 400 million FOGO tokens were stolen, of which 237 million have been recovered and permanently removed from the total supply. The official statement says that they are cooperating with trading platforms and law enforcement agencies to continue recovering the remaining affected assets, and the investigation is still ongoing.

Metal completed a $4.5 million seed round financing, led by a16z and Y Combinator

AI-native operating system Metal, aimed at the private capital market, announced the completion of a $4.5 million seed round financing, led by a16z, Speedrun, and Y Combinator, with participation from Pioneer Fund, Rebel Fund, Gaingels, Indus Valley Capital, Team Ignite VC, Goodwater Capital, and Phaze Ventures.This round of financing will accelerate its development of software that founders can use during fundraising and continue to use throughout the capital formation process. Metal also released a paper on the trends in the private capital market.

THENA's cumulative spot trading volume on the BNB Chain has surpassed 40 billion USD

The decentralized trading platform THENA announced that its cumulative spot trading volume on the BNB Chain has surpassed $40 billion. Since its launch in January 2023, the platform has gradually expanded from the initial ve(3,3) DEX to include AMM infrastructure, perpetual contracts, limit orders, TWAP, take profit and stop loss, and other advanced spot trading tools. THENA stated that it will continue to focus on the BNB Chain as its main battlefield, and THENA 2.0 will focus on enhancing liquidity and trade execution, introducing more assets, and expanding ecological cooperation.

The Fogo mainnet has been restarted, and 237 million stolen tokens have been permanently removed

Fogo's official announcement states that the Fogo mainnet has been restarted and is operating normally. A total of 400 million FOGO tokens were stolen in this incident, of which 237 million have been recovered and permanently removed from the total supply.The official statement indicates that they are working with centralized exchanges and law enforcement to continue recovering the remaining affected assets. The investigation is still ongoing, and further information will be released through this official channel; please rely solely on updates from this channel.