According to Beating AI, Meta AI researcher Andrew Tulloch will be leaving the company less than a year after returning to Meta from Mira Murati's Thinking Machines Lab. Tulloch worked at TBD Lab, headed by Alexandr Wang, a core team in Zuckerberg's current AI strategy. Semafor stated that he had been preparing to leave for some time, only waiting for Meta to release its new batch of open-source AI models and the personal agent Muse before departing.

In 2025, Meta offered Tulloch a compensation package worth up to $1.5 billion for at least six years, which he declined at the time. This figure included top bonuses and potential gains from a surge in Meta's stock price. A few months later, Tulloch joined Meta anyway, but Axios claims his actual compensation was lower than the initial offer, the exact amount of which was not disclosed.

Tulloch had previously worked at Meta for 11 years before moving to OpenAI in 2023, where he later co-founded Thinking Machines Lab. His next move remains unclear, and the reasons for his departure have not been disclosed.

According to BlockBeats, on September 10th, market focus was heavily on the August CPI data released on Friday. A core CPI increase of 0.2% or 0.3% month-on-month could directly impact the Federal Reserve's policy choices in September. Currently, market expectations for a rate hike have risen from 35% before Warsh's speech to approximately 60%, indicating that investors have already priced in a more hawkish policy scenario. If inflation cools significantly, the Fed still has reason to wait; however, if the data is overheated, whether the summer inflation improvement was merely a short-term phenomenon will be questioned again, and Warsh's room to maintain interest rates will significantly narrow.

The real challenge isn't the single-month data, but the multiple supply pressures underlying inflation. The Middle East situation has pushed oil prices to around $100 per barrel, and new tariffs and the strain on supply chains from AI development could all cause price pressures to accumulate again. Therefore, the market needs to determine not whether the August CPI is high or low, but whether potential inflation is still above the range acceptable to the Federal Reserve.

Meanwhile, the US Treasury market is also testing the Treasury's policy tools. The Treasury raised the long-term bond repurchase limit to $6 billion, but the 10-year yield still rose to around 4.85%, indicating that while repurchases can improve some liquidity and maturity structure, they are insufficient to offset the fiscal deficit, massive demand for bond issuance, and expectations of interest rate hikes. When the market no longer simply believes policy signals but re-prices based on fundamentals, the Treasury can influence the pace of trading, but may not be able to determine the equilibrium yield.

Therefore, the real key in September is not the single CPI figure, but whether inflation, energy, and fiscal pressures will jointly prolong the high-interest-rate cycle. If the CPI is weak, US Treasuries and risk assets may have a chance to breathe; if the CPI is overheated, the Fed's rate hike expectations and long-term yields may further reinforce each other, and financial conditions will face greater pressure.

According to BlockBeats, on September 10th, the address starting with 0xc8b5, which had made nearly $11 million in profit on SK Hynix, set profit-taking orders for its long positions in storage over the past two days, totaling $34.708 million. This includes: yesterday's sell order to reduce positions in SK Hynix SKHX, and today's additional profit-taking order of approximately $15.975 million for Micron MU.

At 15:41 yesterday, this address placed 100 "only reduce position" sell orders for SKHX between $1450 and $1500, totaling approximately 9663.8 units and $14.254 million. These orders are still in effect, and the quantity basically covers all of its SKHX long positions.

At 00:39 today, this address added 100 new MU "only reducing positions" sell orders between $1050 and $1080, totaling 15,000 units and $15.975 million. Including previous orders, its MU reducing position sell orders increased to 186, distributed between $1049 and $1080, totaling approximately $20.454 million, covering all 19,257.65 units of MU long positions.

MU is currently trading at around $1023.2, and needs to rebound by about 2.5% to 5.6% before entering its profit-taking range.

Currently, the address has approximately $13.372 million in long positions in SKHX, with a floating profit of approximately $413,000; and approximately $19.704 million in long positions in MU, with an average entry price of $1,037.19, and still a floating loss of approximately $269,000.

Previous news: The "Whale Tracking" smart money storage plan took profit on SK Hynix at $1415.

The on-chain Perp and address analysis tool TradingBeats are now live, supporting real-time viewing of Hyperliquid data, from address tracing to whale operations, providing in-depth analysis and a complete overview.

According to BlockBeats, on September 10th, Nate, founder of Long.xyz, the meme coin issuance platform for Robinhood's blockchain token, posted that two updates are planned for release the following day.

Nate previously announced that he would "build a release mechanism that is independent of the chain/cryptography/meta-loop".

According to BlockBeats, on September 10th, an address starting with 0xf517 on Hyperliquid lowered its BTC purchase price again this morning, while keeping the planned purchase quantity unchanged.

This morning, the address cancelled its previous buy order of 385.72 BTC at $77,377 and simultaneously placed a new regular limit buy order of the same amount at $76,377, with the current order amount being approximately $29.46 million.

As of press time, the address still holds approximately 78.31 BTC long positions, valued at approximately $6.137 million, with an average entry price of $77,772.7 and a floating profit of approximately $47,000. If all positions are filled, the long BTC position will expand to approximately 464.03 BTC. BTC is currently trading at approximately $78,368, requiring a pullback of about 2.5% before reaching a new entry price.

The on-chain Perp and address analysis tool TradingBeats are now live, supporting real-time viewing of Hyperliquid data, from address tracing to whale operations, providing in-depth analysis and a complete overview.