Express News | Golden Midday Report | Key Developments as of September 5

7:00-12:00 Keywords: Anthropic, BitMEX, Solana 1. Anthropic is expected to publicly file its IPO prospectus by the end of September; 2. BitMEX co-founder Ben Delo has donated approximately $10.8 million to the UK Reform Party; 3. Robinhood CEO: Tokenization will bring the advantages of U.S. capital markets to the global stage; 4. Solana co-founder: Robinhood can achieve a fully gas-free experience on Solana; 5. Tom Lee’s ETF significantly increased its holdings in MSTR over two weeks, making it the largest holding; 6. The New Jersey Attorney General has petitioned the U.S. Supreme Court to review whether Kalshi violates gambling laws; 7. Arbitrum clarified: The Robinhood Chain did not experience an outage yesterday; only batch publication delays occurred.

Breakings12:00

BTC rebound pushes AI to second place; mining stocks surge 67%, reversing market sentiment

The sharp rise in BTC prices in August has reignited speculative activity among mining companies, leading to a pause in AI investments. Strategy and Strive have increased their BTC holdings, Bitmine is approaching a 5% ETH position, and a coalition of 21 banks is advancing stablecoin initiatives.

Zhitong Finance08:53

Express News | Tom Lee’s ETF significantly increased its holdings in MSTR over the past two weeks, making it the largest position.

On September 5, Bloomberg ETF analyst Eric Balchunas stated that the Fundstrat Granny Shots US Large Cap ETF (GRNY), managed by BitMine Chairman Tom Lee, significantly increased its holdings in Strategy (MSTR) starting in mid-August. This move elevated MSTR from the lowest-weighted stock in the portfolio to the largest holding within approximately two weeks. As of September 3, MSTR’s weight stood at approximately 3.02%, surpassing Robinhood’s 2.99%. Balchunas noted that this increase in holdings occurred prior to MSTR’s subsequent rise of approximately 46%.

Breakings07:36

Express News | Tom Lee: Crypto stocks dominated the Russell 1000 Index in Q3

On September 5, Tom Lee, Chairman of Bitmine, an Ethereum treasury company, posted on X stating that since the beginning of the third quarter, approximately 20% of the top-performing stocks in the Russell 1000 Index have been cryptocurrency-related. Among them, BMNR has risen 99% quarter-to-date, ranking 4th; MSTR has gained 67%, ranking 12th; CRCL has increased 65%, ranking 14th; and BLSH has climbed 55%, ranking 21st. Lee added that with only one month left until the end of the third quarter, these strong-performing crypto stocks could become the next targets for investors.

Breakings04:57

Strategy Options Spot-On: On September 4th, 763.22K Contracts Were Traded, With 2.91 Million Open Interest

On September 4th ET, $Strategy(MSTR.US)$ had active options trading, with a total trading volume of 763.22K options for the day, of which put options accounted for 38.35% of the total transactions,

Futu News04:30

Most Active Stocks: Strategy (MSTR) Tops List With 74% Upside, Strong Buy Rating

TipRanksSep 4 23:59