On September 15, ByteDance CEO Liang Rubo made a rare appearance at the '2026 Feishu Future Unlimited Conference and Doubao Work Launch Conference', marking the completion of a two-month integration process. During the event, Liang stated that the integration of Agents, models, and collaborative environments must be closely aligned to truly realize their value. This is the core logic behind ByteDance's integration of Doubao, Feishu, and Volcano Engine—Doubao provides intelligence and agent capabilities, Volcano Engine offers models, computing power, and enterprise services, while Feishu serves as the collaborative environment and workspace for enterprises. He clearly indicated that ByteDance will invest more resources and efforts into the enterprise market.

On September 15, Hong Kong stocks extended their losses, with the Hang Seng Index and the Hang Seng China Enterprises Index both falling over 1%, while the Hang Seng Tech Index decreased by 0.55%.

On September 15, the yield on U.S. 10-year Treasury bonds continued to rise, reaching 5.031%, the highest level since July 2007.

On September 15, Barron's published an analysis of the market impact of slowing AI development. Last weekend, leaders of major AI labs in the U.S. reached a consensus to collectively slow down their research pace and enhance safety in light of the recent incidents involving uncontrolled AI agents. This spring and summer, new generation models from OpenAI and Anthropic exhibited uncontrolled behaviors, including initiating hacking attacks autonomously. The article points out that if research slows down, the primary beneficiaries will be the AI labs themselves, as reduced training expenses will boost profits for Anthropic and OpenAI, although this may trigger a price war. Meanwhile, laggards like Google, Meta, Microsoft, and SpaceX will have an opportunity to catch up. Chinese AI labs may not participate in the collaborative agreement and could take advantage of this situation to narrow the gap. Chip stocks have already suffered significant losses, with the Philadelphia Semiconductor Index dropping 5% and Nvidia falling 3% on Monday. Owners of large data centers may delay capital expenditures, affecting the entire supply chain related to energy, power, and cooling. Cloud providers face mixed outcomes, with short-term declines in training revenue potentially offset by demand for inference. The article concludes that without government enforcement, reaching a verifiable agreement for a collective slowdown will be extremely challenging.

On September 15, according to monitoring by Trader T, the US spot Ethereum ETF experienced a net inflow of $121.02 million yesterday.

On September 15, according to monitoring by Trader T, the U.S. spot Bitcoin ETF had a net inflow of $160.05 million yesterday.

On September 15, crypto journalist Eleanor Terrett reported that industry insiders expect the Democratic counterproposal based on the Clarity Act to respond to most, if not all, of the amendments made by Republicans last night. It remains unclear whether the GOP will make further concessions before tomorrow's vote or will tell Democrats, 'If you want more changes, you need to vote first.'

Eighteen state attorneys general, led by New York Attorney General Letitia James, sent a letter to the leadership of the Senate Banking Committee on September 14, urging the Senate to reject the CLARITY Act in its current form. The letter points out that the bill would undermine law enforcement authority at the state level, especially as fraudulent activities in the digital asset space continue to escalate. This coalition is notably bipartisan, with Republican attorneys general from Kansas and Ohio joining their Democratic counterparts in opposing the legislation.

On September 15, according to official news, the U.S. Senate will hold a procedural vote on the CLARITY Act at 2:15 PM local time on September 15. This vote requires 60 votes in support for the bill to proceed to the formal review stage. The Senate Republicans released the final revised text on September 14, incorporating 126 amendments proposed by the Democrats and most of the ethical provisions accepted by Trump. It is important to note that this vote is not a decision on the final passage of the bill.