Weekly Forecast | WLFI launches on Ethereum Mainnet, early investors will unlock 20%; September 5th US Non-farm Payrolls (NFP) may bring significant market fluctuation.

News Preview:

• WLFI will be launched on the Ethereum mainnet on September 1st, and early investors will unlock 20%.
• Starknet approved the v0.14.0 version proposal, which will go live on the mainnet on September 1st, marking an important step towards decentralized ordering.
• Sui (SUI) will unlock approximately 44 million tokens at 8 AM Beijing time on September 1, which is 1.25% of the current circulating supply, valued at around 145 million USD.
• Ethena (ENA) will unlock approximately 40.63 million tokens at 3 PM Beijing time on September 2, which is 0.64% of the current circulating supply, valued at around 27.1 million USD.
• Ondo Finance: Will launch the on-chain U.S. stock trading platform Ondo Global Markets on September 3.
• Greeks.live: The crypto community is watching the non-farm payroll data on September 5th, which may bring significant market volatility.

September 1

Policy Regulation:

U.S. Treasury Secretary: 11 candidates for Federal Reserve Chair will begin interviews on September 1

U.S. Treasury Secretary Basant stated, “There are 11 candidates for the Federal Reserve Chair, and they are strong. We will start interviews after Labor Day (September 1) and submit the final list to Trump.” It is reported that Trump is considering 3 of the 11 Federal Reserve Chair candidates who have an open attitude towards cryptocurrencies.

The State Duma of Russia has passed a bill on the “phased introduction of the digital ruble,” which will take effect from September 1st.

According to a report by the Russian TASS news agency, the State Duma of Russia has passed a bill regarding the phased introduction of the digital ruble. The bill will take effect on September 1, 2026, and outlines the timeline for the implementation of the digital ruble in payment systems. According to the bill, merchants with annual revenues exceeding 120 million rubles must support digital ruble payments by September 1, 2026; merchants with annual revenues exceeding 30 million rubles must support it by September 1, 2027; and other merchants must complete the integration by September 1, 2028.

The bill also introduces a unified payment QR code system, which will be operated by the Russian National Payment Card System. Merchants with an annual income exceeding 20 million rubles must accept digital ruble payments, while those with an annual income below 5 million rubles and merchants in areas without internet connectivity are not obligated to do so.

Project Updates:

WLFI will launch on the Ethereum mainnet on September 1, early investors will unlock 20%

WLFI tweeted that its token will be launched on the Ethereum mainnet on September 1, with early supporters (at the $0.015 and $0.05 rounds) unlocking 20%, while the remaining 80% will be decided by community vote. Tokens for the founding team, advisors, and partners will not be unlocked. Trading and the first claim will start at 8 PM (UTC+8) on September 1.

Starknet has approved the v0.14.0 proposal, which will go live on the mainnet on September 1st

The Starknet community has approved the v0.14.0 proposal, which will go live on the mainnet on September 1, 2025, marking an important milestone in decentralization. The update includes a multi-sequencer architecture and the Tendermint consensus mechanism, a pre-confirmation feature for sub-second user experience, and a fee market based on EIP-1559. The new version will support multiple sequencers taking turns to produce blocks and run the consensus mechanism, while introducing a transaction state of “pre-confirmation,” significantly improving transaction processing speed. Additionally, the fee market will optimize resource pricing, with the minimum fee set at 3 gFRI. The upgrade is expected to require about 15 minutes of downtime.

According to StarkWare, Starknet will move towards an important phase of decentralized ordering on September 1, with the next focus being the SNIP-33 proposal.

Tether will stop supporting USDT on five major networks including Kusama, EOS, and Algorand starting September 1st

Tether plans to stop supporting USDT on the five major traditional blockchains Omni Layer, Bitcoin Cash SLP, Kusama, EOS, and Algorand starting September 1, 2025, and to freeze the remaining tokens. Tether states that this move is part of a broader effort to optimize its infrastructure, align with community usage trends, and refocus resources on blockchains that are efficient and actively developed.

Token Unlock:

Sui (SUI) will unlock approximately 44 million tokens at 8:00 AM Beijing time on September 1, which is 1.25% of the current circulating supply, valued at approximately $145 million.

ZetaChain (ZETA) will unlock approximately 44.26 million tokens at 8:00 AM Beijing time on September 1st, which accounts for 4.55% of the current circulating supply, valued at approximately 8.4 million USD.

September 2

Exchange:

Binance Alpha will launch Quack AI on September 2 (Q)

Binance Alpha will launch Quack AI (Q) on September 2, with Alpha trading opening at 15:00 on September 2, 2025 UTC+8, and contract trading opening at 15:30 on September 2, 2025 UTC+8. Eligible users can go to the Alpha event page to use Binance Alpha points to claim the airdrop after Alpha trading opens.

Project Update:

Verb Technology will be renamed TON Strategy on September 2 and will change its stock code

Nasdaq-listed TON treasury company Verb Technology will be renamed TON Strategy Company on September 2, and it will simultaneously change its Nasdaq stock code from VERB to TONX. Additionally, the company will launch a new corporate website in conjunction with the name change. According to previous reports, Verb Technology disclosed that its total assets have exceeded $780 million, which includes $713 million worth of TON and $67 million in cash.

Mining company Gryphon merges with Hut 8 subsidiary to establish Trump-affiliated company, stock split scheduled for September 2

Bitcoin miner Gryphon Digital Mining (stock code: GRYP) will merge with a subsidiary of Hut 8 to form a Trump-related American Bitcoin company. The announcement stated: “Gryphon shareholders have approved the previously announced share exchange merger deal with American Bitcoin. Gryphon will conduct a reverse stock split of the company’s outstanding common shares at a ratio of 5 to 1.” A reverse stock split is a corporate action that reduces the number of a company’s outstanding shares by merging them, “and it is carried out to meet Nasdaq’s minimum bid price listing requirements.” Gryphon stated that this transaction will not affect the company’s market value or shareholder interests.

The stock split is scheduled to take place on September 2 (after the U.S. Labor Day holiday). The new stock will trade under the ticker symbol ABTC on Nasdaq, as previously announced, and will be marketed under the brand American Bitcoin. Trump’s two eldest sons, Eric and Donald Jr., retain stakes in the cryptocurrency joint venture. In March of this year, the publicly listed company Hut 8 (ticker symbol: HUT) announced that it would hold approximately 80% of the company’s shares, with the remaining 20% held by the entity American Data Centers supported by Trump’s sons.

Token Unlock:

Ethena (ENA) will unlock approximately 40.63 million tokens at 3 PM Beijing time on September 2, accounting for 0.64% of the current circulation, worth approximately 27.1 million USD.

( September 3

Macroeconomics:

On September 3 at 21:00 (UTC+8), 2025 FOMC voting member and St. Louis Fed President James Bullard will speak on the U.S. economy and monetary policy.

Exchange:

Binance Alpha and contracts will launch Portal to Bitcoin )PTB( on September 3

Binance Alpha will launch Portal To Bitcoin (PTB). Alpha trading opens: September 3, 2025, 20:00 ) UTC+8 ###. Contract trading opens: September 3, 2025, 20:30 ( UTC+8 ). Eligible users can go to the Alpha event page to claim airdrops using Binance Alpha points after Alpha trading opens. Further details will be announced separately.

Binance futures will delist the LEVER U perpetual contract on September 3.

The Binance contract will automatically liquidate the LEVER U perpetual contract on September 3, 2025, at 17:00, and will delist the trading pair after the liquidation ends. Starting from September 3, 2025, at 16:30, users will not be able to open new positions in this contract. It is recommended that users close their positions themselves before trading stops to avoid automatic liquidation of their positions.

Project Updates:

Ondo Finance: Launching an On-Chain U.S. Stock Trading Platform on September 3

Ondo Finance posted on platform X that tokenized stocks will be launched on September 3rd. Previously, Ondo Finance announced that it will launch the on-chain US stock platform Ondo Global Markets this summer, initially bringing over 100 US stocks on-chain and expanding to thousands by the end of the year.

Developer Activities:

BNB Chain announces the nominees for the 2025 Annual Awards, community voting open until September 3rd

The final list of the 2025 BNB Chain Awards has been announced, and community voting is now open until September 3rd. The awards cover five categories: Rising Star, AI Pioneer, Volume Powerhouse, New Horizon, and Most Engaging Product, aiming to recognize projects with outstanding innovation and impact within the ecosystem.

( September 4

Macroeconomics:

The Federal Reserve will release the Beige Book on economic conditions on September 4 at 2:00 AM (UTC+8).

On September 4 at 20:30 (UTC+8), the United States will announce the number of initial jobless claims for the week ending August 30, and the U.S. trade balance for July.

) September 5

Macroeconomics:

On September 5 at 20:30 (UTC+8), the United States will release the unemployment rate for August, the seasonally adjusted non-farm payrolls for August, and the year-on-year and month-on-month average hourly wage.

Greeks.live: The crypto community is concerned that the non-farm payroll data on September 5th may lead to significant market volatility

Greeks.live macro researcher Adam released a Chinese community briefing, in which he pointed out: “The group shows a cautious bearish sentiment towards the current market, generally believing that Bitcoin’s recent performance is weak, and the key price level of 108 is being tested repeatedly but lacks strong support. Members discussed that the weekly MACD death cross may lead to institutions and large holders exiting the market, while also paying attention to the potential large fluctuations brought by the non-farm data on September 5th, believing that the current market lacks a clear direction. On-chain data shows there was a selling pressure of 3.5 billion dollars yesterday, but interestingly, Bitcoin dropped sharply while altcoins held up relatively well, this abnormal capital flow pattern has triggered a deep reflection on the current market structure.”

Token Unlock:

Immutable (IMX) will unlock approximately 24.52 million tokens at 8:00 AM Beijing time on September 5, which is 1.27% of the current circulation, valued at approximately 12.8 million USD.

( September 6

Project Updates:

INFINIT: The IN airdrop claim will end on September 6th

Users of the INFINIT ecosystem can now participate in the IN airdrop claim at claim.infinit.tech, with the claim period from August 7 at 18:00 to September 6 at 18:00 (UTC+8). Kaito Yappers users can claim directly on the Kaito platform during the same time. The $IN token launched by INFINIT serves as the Agentic DeFi economic engine, promoting platform growth through three pillars: protocol fee sharing, governance rights, and priority feature access. IN holders can earn protocol revenue, governance rights, and priority access to advanced platform features. The platform emphasizes one-click multi-step DeFi strategy execution, rewarding IN stakers with protocol fee incentives, allowing stakers to empower top strategy creators and create a virtuous growth flywheel.

Developer Activities:

BNB Chain launches the eleventh season of the MVB program, applications will close on September 6th

BNB Chain, in conjunction with YZi Labs and CMC Labs, has announced the launch of the 11th season of the “Most Valuable Builders” (MVB) program, upgrading the project from a four-week incubation to a ten-week global on-site support program. Projects selected for this season will have the opportunity to receive up to $500,000 in investment, guidance from top mentors, and will showcase their achievements at the Binance Blockchain Week in Dubai. In addition, there will be opportunities to connect with global resources from centers such as Dubai, San Francisco, Singapore, and New York.

In the last season, MVB10 attracted over 500 applications and incubated 15 projects covering fields such as AI, DeFi, DePIN, DeSci, payments, and RWA. The selected teams participated in a two-day intensive incubation event held in New York last week and presented their project outcomes at the Demo Day at the New York Stock Exchange. The application deadline for the eleventh season of MVB is September 6, 2025, and the offline residency program will take place from October 6 to December 5.

) September 7

Not available