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, which as the last report before the September 15-16 FOMC meeting will directly influence market expectations for the pace of rate cuts and impact the dollar, Treasury yields, and global risk assets.
- Multiple crypto projects announced shutdowns or service cessations, including HyENA (USDe-margined perpetual DEX), Printr (token deployment platform), Summer.fi (DeFi yield protocol), Vision (ENS platform), NFTfi (NFT lending), Cosmostation Wallet (Cosmos ecosystem wallet), and Cypher (non-custodial wallet).
- Revolut announced it will delist USDT on August 31, citing regulatory and risk compliance considerations, with purchase services halted from July 6 and deposits suspended after July 30.
- HyENA will shut down from August 31 to September 2, delisting markets hour by hour, as Hyperliquid's alignment with USDC makes the USDe margin model no longer viable.
- South Africa's Revenue Service released a draft guide on crypto asset taxation with a public comment deadline of August 31, 2026, establishing a dedicated cryptocurrency revenue unit to strengthen digital economy regulation.
The week ahead features several critical developments for financial markets. The August non-farm payrolls report scheduled for September 4 at 20:30 Beijing time will serve as the final employment data before the Federal Reserve's September 15-16 FOMC meeting. As a key economic indicator, this report will directly determine market pricing of interest rate cut expectations and is likely to drive significant movements in the U.S. dollar, Treasury yields, and broader global risk assets.
The cryptocurrency sector faces a wave of project shutdowns and service discontinuations. HyENA, a USDe-margined perpetual contract DEX built on Hyperliquid's HIP-3 standard, announced it will fully shut down between August 31 and September 2, delisting trading markets hour by hour due to Hyperliquid's strategic alignment with USDC making the USDe margin model obsolete. Additionally, multiple other projects including token deployment platform Printr, DeFi yield protocol Summer.fi, ENS platform Vision, NFT lending platform NFTfi, Cosmos wallet Cosmostation, and non-custodial wallet Cypher have all announced service cessations.
Regulatory developments are also shaping the landscape. Revolut announced the delisting of USDT on August 31, citing regulatory and risk compliance considerations, with purchase services already halted and deposit functionality suspended. Meanwhile, South Africa's Revenue Service released a draft guide on crypto asset taxation with a public comment period extending to August 31, 2026, establishing a dedicated cryptocurrency revenue unit to strengthen digital economy oversight. These regulatory moves reflect increasing government focus on cryptocurrency compliance and taxation frameworks.
周度预览 | 9月FOMC会议前最后一次非农就业数据；HyENA、Cosmostation钱包等项目停止服务
本周将出现多项影响金融市场的关键事件。定于9月4日北京时间20:30发布的8月非农就业数据将是美联储9月15-16日FOMC会议前的最后一份就业报告。作为关键经济指标，该报告将直接决定市场对降息预期的定价，并可能推动美元、美债收益率和全球风险资产的重大波动。
加密货币领域面临一波项目关闭和服务停止。建立在Hyperliquid HIP-3标准上的USDe保证金永续DEX HyENA宣布将在8月31日至9月2日期间完全关闭，按小时逐步下架交易市场，原因是Hyperliquid与USDC的战略对齐使USDe保证金模式不再可行。此外，代币部署平台Printr、DeFi收益协议Summer.fi、ENS平台Vision、NFT借贷平台NFTfi、Cosmos钱包Cosmostation和非托管钱包Cypher等多个项目也都宣布停止服务。
监管动态也在塑造市场格局。Revolut宣布将于8月31日下架USDT，理由是监管和风险合规考虑，购买服务已停止，存款功能已暂停。与此同时，南非税务局发布了加密资产税收指南草案，公众评论期延至2026年8月31日，并建立了专门的加密货币收入部门以加强数字经济监管。这些监管举措反映了政府对加密货币合规和税收框架的日益关注。