Weekly Preview | Last Nonfarm Payrolls Before September FOMC Meeting; HyENA, Cosmostation Wallet and Other Projects to Cease Services
- The U.S. will release August non-farm payrolls on September 4 at 20:30 Beijing time, which as the last report before the September 15-16 FOMC meeting will directly influence market pricing of interest rate cut expectations and impact the dollar, U.S. Treasuries, and global risk assets.
- Multiple cryptocurrency projects announced shutdowns or service cessations, including HyENA (USDe-margined DEX), Printr (token deployment platform), Summer.fi (DeFi yield protocol), Vision (ENS platform), NFTfi (NFT lending), Cosmostation Wallet, and Cypher wallet.
- Revolut announced it will delist USDT on August 31, 2026, citing regulatory and risk compliance reasons, with purchase services halted from July 6 and deposits suspended after July 30.
- Hyperliquid (HYPE) will unlock approximately 433,000 tokens on September 6 worth about $36.1 million, while Sui (SUI) will unlock about 13.53 million tokens on September 1 worth approximately $10 million.
- South Africa's Revenue Service released a draft guide on cryptocurrency asset taxation with a public comment deadline of August 31, 2026, establishing a dedicated unit to track and audit digital asset transactions.
The week ahead features several significant market-moving events. The August non-farm payrolls report scheduled for September 4 carries particular importance as the final employment data before the Federal Reserve's September 15-16 FOMC meeting. This report will be instrumental in determining market expectations for the pace and magnitude of interest rate cuts, with potential ripple effects across the dollar, U.S. Treasury yields, and global equity and risk asset markets.
On the cryptocurrency front, multiple projects announced operational shutdowns. HyENA, a USDe-margined perpetual contract DEX built on Hyperliquid, will cease operations with hourly market delistings from August 31 to September 2. Printr, a token deployment platform, and Summer.fi, a DeFi yield protocol, both cited lack of funding and protocol security issues respectively as reasons for closure. Additional projects including Vision, NFTfi, Cosmostation Wallet, and Cypher are also suspending services. Meanwhile, Revolut confirmed it will delist USDT on August 31, 2026, with the delisting attributed to regulatory and risk compliance considerations.
Token unlock events are also scheduled, with Hyperliquid (HYPE) releasing approximately 433,000 tokens valued at $36.1 million on September 6, and Sui (SUI) unlocking about 13.53 million tokens worth $10 million on September 1. These unlocks represent relatively small percentages of circulating supply and are unlikely to create significant market pressure. Additionally, South Africa's Revenue Service released a draft taxation guide for cryptocurrency assets, establishing enhanced regulatory oversight of digital asset transactions.
周度预览 | 9月FOMC会议前最后一份非农就业数据；HyENA、Cosmostation钱包等项目停止服务
本周将迎来多个重要市场事件。定于9月4日发布的8月非农就业数据尤为关键，因其是美联储9月15-16日FOMC会议前的最后一份就业报告。该数据将直接影响市场对降息幅度和节奏的预期，可能对美元、美债收益率及全球股票和风险资产产生连锁反应。
加密货币领域方面，多个项目宣布停止运营。基于Hyperliquid的USDe保证金永续合约DEX——HyENA将从8月31日至9月2日进行逐小时市场下架。代币部署平台Printr和DeFi收益协议Summer.fi分别因缺乏资金支持和协议安全问题而关闭。Vision、NFTfi、Cosmostation钱包和Cypher等项目也在暂停服务。与此同时，Revolut确认将于2026年8月31日下架USDT，理由为监管和风险合规考虑。
代币解锁事件也将在本周进行，Hyperliquid（HYPE）将于9月6日释放约43.3万枚代币，价值约3610万美元；Sui（SUI）将于9月1日解锁约1353万枚代币，价值约1000万美元。这些解锁量占流通供应量的比例较小，不太可能造成显著市场压力。此外，南非税务局发布了加密资产税收指南草案，加强了对数字资产交易的监管。