Today's headlines:
OKX files with SEC to launch tokenized US stock trading platform
CCTV to premiere three-episode documentary "The Fall of Northern Myanmar Telecom Fraud" tonight at 18:00
Data: HYPE, ENA and other tokens will see large unlocks next week, with HYPE unlock valued at approximately $339 million
Most claims in LIBRA case dismissed due to New York jurisdiction issues, Argentina investigation continues
US 2025 tax year extended filing deadline is October 15, crypto traders need to verify filing information
Data: Hyperliquid whales' BTC and ETH short positions are both over 1.5x the size of long positions
Michael Saylor hints at continued BTC accumulation, Strategy holdings valued at approximately $72.29 billion
Xie Jiayin: Bitget's reserve ratio for 19 mainstream assets reaches 131%, user protection fund grows to $316 million
Regulation & Macro
US and 16 other countries support "Kyoto Vision," plan to expand AI and computing use in scientific research and reform research funding
The US, Japan, UK, Germany and 16 other countries jointly endorsed the "Kyoto Vision for a Golden Age of Science" in Kyoto on October 4, proposing to expand researchers' access to AI tools, scientific data, computing infrastructure and experimental facilities, and to reform research funding and organization methods. The declaration encourages the use of AI for knowledge analysis, system modeling and autonomous closed-loop scientific research, supports high-risk high-potential research through long-term funding, rapid grants, prizes and challenges, while reducing administrative burdens, and emphasizes research reproducibility, transparency and recognition of negative results.
Most claims in LIBRA case dismissed due to New York jurisdiction issues, Argentina investigation continues
According to Bubblemaps, most claims against Hayden Davis and Kelsier in the LIBRA US class action lawsuit were dismissed due to the New York court's lack of jurisdiction, rather than a rejection of the allegations themselves. Plaintiffs can still appeal or file suit in a court with jurisdiction. The lawsuit involves LIBRA and M3M3 token investors, and the related criminal investigation in Argentina is ongoing.
Trump announces establishment of "Superintelligence Working Group" to coordinate federal government efforts
US President Trump announced the establishment of the Superintelligence Working Group (SIF) after reaching a superintelligence agreement with major tech companies at the White House, to coordinate federal government work in the superintelligence field, maintain US global leadership, and coordinate communication between the government and consumers, public interest groups, religious organizations, critical infrastructure providers and superintelligence enterprises. SIF is co-led by Director of National Intelligence Jay Clayton, FTC Chairman Andrew Ferguson, Under Secretary of War for Research and Engineering and Chief Technology Officer Emil Michael, and Office of Personnel Management Director Scott Kupor, reporting to Trump and White House Chief of Staff Susie Wiles.
US 2025 tax year extended filing deadline is October 15, crypto traders need to verify filing information
The extended deadline for individual federal income tax filing for the US 2025 tax year is October 15, applicable to taxpayers who previously requested an extension, and is not exclusive to crypto assets; an extension only extends the filing time, not the payment time. For 2025 digital asset transactions, the Form 1099-DA provided by brokers may not include cost basis, and taxpayers still need to calculate their own gains or losses and report them.
Hong Kong SFC adds digital asset private fund "E Fund" to unlicensed companies list
The Hong Kong Securities and Futures Commission's official website shows that it has added digital asset private fund E Fund to its unlicensed companies list and listed two related websites. The Hong Kong SFC stated that E Fund falsely claimed on the relevant websites that the digital asset private fund had been approved by the SFC.
Project Updates
GateToken (GT) burns nearly 2 million tokens in 2026 Q3, cumulative burn total reaches 192 million
Official announcement shows that GateToken (GT) 2026 Q3 on-chain burn has been completed, with 1,987,321.2431520 GT transferred to the burn address, with a burn value exceeding $22.35 million. GT's cumulative burn total has reached 191,934,541 tokens, with a cumulative burn value exceeding $1.504 billion. GT has continuously executed burns since the Gate Chain mainnet launched in 2019, and the total token supply has decreased by approximately 63.98% from the initial 300 million. GT has risen 32.49% over the past 30 days and 63.63% over the past 90 days.
Star: Tokenized stock trading platform DEX contracts planned for deployment on X Layer
OKX founder and CEO Star confirmed on X platform that the tokenized stock trading platform (TSV) DEX contracts planned by OKXICE, a joint venture between OKX and ICE, will be deployed on X Layer.
OpenAI Codex lead Tibo: Daily iterations for the next 28 days, full reset if targets not met
OpenAI Codex lead Tibo posted on X platform that OpenAI will deliver one clear improvement per day to most Codex/Work users over the next 28 days, or execute a full reset that day. The team is currently focused on only four categories of work: feature simplification, improving per-unit usage efficiency, breakthrough features and new models, with user feedback clearly indicating a desire for the product to become simpler.
S&P Global Ratings launches on-chain lending vault risk assessment framework
S&P Global Ratings launched an on-chain digital asset lending vault risk assessment (VRA), evaluating investor position impairment risk across six dimensions: portfolio credit quality, liquidity mismatch, curator, blockchain, protocol, and vault security and governance, using letter grades with a "v" suffix. S&P stated that VRA is not a credit rating, and the first batch of assessment results will be announced separately. On-chain lending vault deposits have grown from $1.5 billion in September 2024 to $10 billion in September this year.
OKX files with SEC to launch tokenized US stock trading platform
OKX has filed with the US SEC to launch a tokenized stock trading platform, becoming one of the first mainstream exchanges to leverage new US rules to trade digital versions of public company stocks on a crypto platform. The filing entity OKXICE LLC is a joint venture between OKX and Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, and plans to initially list tokenized stocks of 63 NYSE-listed companies, with issuers having a 30-day opt-out period. The move relies on the five-year innovation exemption introduced by the SEC on September 17. The joint venture is co-chaired by former New York Governor Andrew Cuomo, and tokenized securities must include full shareholder rights such as dividends and voting rights. ICE took a stake in OKX in March this year at a $25 billion valuation.
CCTV to premiere three-episode documentary "The Fall of Northern Myanmar Telecom Fraud" tonight at 18:00
The three-episode documentary "The Fall of Northern Myanmar Telecom Fraud" will premiere on CCTV Comprehensive Channel at 18:00 from October 5 to 7, with reruns at 21:30 on CCTV News Channel. The film is co-produced by the Ministry of Public Security and China Media Group, documenting the process of eliminating criminal groups including the four major families in northern Myanmar. Episode 1 "Sword Unsheathed" exposes the telecom fraud ecosystem in northern Myanmar; Episode 2 "Sweeping the Lair" focuses on cross-border manhunts; Episode 3 "Building the Net" discloses the China-Myanmar Muse joint operation and the China-Myanmar-Thailand trilateral crackdown on scam compounds in Myawaddy, and introduces China's initiative to establish an international anti-telecom and online fraud alliance with 46 participating countries.
Drift Foundation responds to community concerns: DFX not pegged to USDT, redemption value depends on Recovery Pool balance
The Drift Foundation responded to community concerns, stating that DFX is not pegged to 1 USDT, and users will receive 1 DFX for every 1 USDT of confirmed loss, with the final redemption value depending on the Recovery Pool balance at that time, currently covering approximately 1% of total claim amounts. Users can redeem DFX, continue holding to retain claim rights, or trade on the secondary market. Tether has committed to providing up to $127.5 million USDT to support Velocity's restart and compensation, which will be matched with net protocol revenue and arrive in batches. The January 1, 2028 deadline only applies to claiming DFX, and already-claimed tokens will not be destroyed; users who previously failed to claim will still have valid allocation amounts. Previously, Drift opened stolen compensation claims, with the first batch payout rate at approximately 1%.
Suspected Ethena team wallet withdraws over $68 million worth of ENA from CEXs
According to on-chain monitoring, a wallet suspected to be related to the Ethena team has cumulatively withdrawn $68.26 million worth of ENA tokens from centralized exchanges, including approximately $13.1 million worth of ENA withdrawn from Bybit about 2 hours ago, and $55.16 million worth of ENA withdrawn from Coinbase. Additionally, the Ethena project posted a string of transaction hashes on X platform 8 hours ago, with specific content not yet disclosed, sparking market speculation that major news may be announced.Michael Saylor hints at continued BTC accumulation, Strategy's holdings valued at approximately $72.29 billion
Michael Saylor's latest X post captioned "More orange than ever." and accompanied by a chart of Strategy's Bitcoin purchase records. The market typically views such posts as a signal that the company may once again disclose increased BTC holdings. As of October 4, Strategy holds a total of 847,666 bitcoins, with an average purchase cost of approximately $75,400, and a total value of approximately $72.29 billion.
CZ responds to New York Times report: Giving away merchandise is merely promotion, not bribery
In response to New York Times reporter David Yaffe-Bellany implying in a report that his giving away Binance merchandise gifts constituted bribery, CZ responded on social media that the reporter held obvious skepticism toward him and provided a misleading description. CZ clarified that giving away merchandise was intended to turn users into walking billboards, and stated that despite the bias in the article, he still thanked the publication for it.
Greenfield reports Safe ecosystem foundation governance issues to Swiss regulators
European institutional-grade digital asset investment firm Greenfield Capital has formally submitted a regulatory complaint against the Safe ecosystem foundation to the Swiss Federal Foundation Supervisory Authority. As a long-term holder since 2022, the company pointed out that Safe has significantly lost market share in the self-custody infrastructure sector: since early 2024, assets held in Safe accounts have fallen from approximately $66 billion to approximately $30 billion, while during the same period DeFi TVL grew by approximately 40% and stablecoin supply grew by 135%, while stablecoins held by Safe grew by only 11%. Greenfield believes the root cause lies in the failure of foundation governance, and multiple recommendations to replace independent board members, bring in managers with scaling experience, and establish a KPI review mechanism have not been substantively adopted. The complaint aims to promote governance reform through regulatory intervention and protect token holders' rights.
CoinW has listed SI perpetual contracts, supporting up to 50x leverage
Digital asset trading platform CoinW has listed perpetual contracts for the popular meme token SI, supporting up to 50x leverage. The platform warns that meme tokens are highly volatile, contract trading may lead to loss of principal, and the service may not be available in some jurisdictions.
Views & Analysis
Analysis: AI agents and tokenization drive the crypto bull market, institutions are opening the Q4 positioning window
Investment expert Jordy Visser analyzed that cryptocurrency has confirmed entry into a bull market trend, with Bitcoin holding firm at $82,000 and market FOMO heating up. The core drivers are threefold: the explosion of AI agents, which will increase consumption demand for L1 public chains and crypto tokens; institutional FOMO and Q4 repositioning, as Wall Street is acquiring crypto licenses through M&A rather than building in-house to respond to the tokenization supercycle; and a shift in macro narrative, as AI boosts productivity and changes the economic structure, with the technology sector's share of the S&P 500 having risen to 56%. His Visser Labs 46-crypto-asset index has risen 50% year to date, and he predicts the wealth management industry will face enormous transformation pressure over the next year.
Bank of Japan Deputy Governor Shinichi Uchida: AI is both a huge positive demand shock and may reshape core parameters of monetary policy
Bank of Japan Deputy Governor Shinichi Uchida said AI has become a key topic discussed at central bank monetary policy meetings in various countries. He pointed out that the adoption of AI has both positive and negative effects on productivity and the labor market: on the demand side, AI is a huge positive demand shock, bringing upward pressure on the economy and prices; on the supply side, AI may have a positive effect by raising productivity and promoting capital stock accumulation. Preliminary observations show that AI's demand-side effects appear first, generally making financial conditions more accommodative, but if corporate profits do not keep up, there is still a risk of correction and pullback. AI will also affect core monetary policy parameters such as the output gap, financial conditions, and the starred variables representing the long-term equilibrium natural rate.
Musk: Spreading superintelligence to the stars is a necessary condition for the biological bootloader to achieve great success
Musk posted on X that if humanity is regarded as the biological bootloader for digital superintelligence, then spreading superintelligence to the stars can be regarded as a necessary condition for the biological bootloader to achieve great success. The post he quoted revisited his 2014 view: he hoped humanity would not merely be the biological bootloader for digital superintelligence, but believed this possibility is increasingly growing.
Yi Lihua: Currently seeing a pullback but not shorting, if BTC loses $82,000 it may test the $79,000 support
Liquid Capital founder Yi Lihua said that since seeing a pullback from $86,000, the market has repeatedly oscillated to lure in longs, and he currently insists on resting and not participating in the game. He believes that while currently seeing a pullback, he is not shorting. If Bitcoin loses $82,000, it may test the three support levels of $79,000, $75,000, and $71,000, and there is also the possibility of replacing a pullback with consolidation. He is currently adopting a no-action strategy and remains in cash.
Important Data
An ancient Ethereum whale transferred 13,000 ETH to Coinbase, basically clearing a 170,000 ETH position with $193 million in profit
According to monitoring by on-chain analyst Yu Jin, an OG whale who participated in the Ethereum ICO in 2015 and bought 170,000 ETH transferred 13,330 ETH (approximately $36.37 million) to Coinbase 2 hours ago. After this transfer, the 170,000 ETH obtained from the ICO has basically been cleared at an average price of $1,137, and the address now has only 1,484 ETH left (approximately $4.01 million). Based on an ICO cost of $0.311, the whale has accumulated a profit of approximately $193 million, a return of 3,655x. According to Aunt Ai, the address's cost basis was as low as $11.61.
Machi crypto trading achieves 12 consecutive wins in a week, cumulative profit on $PUMP reaches $2.14 million
According to Lookonchain monitoring, Machi Big Brother secured another 2 profitable trades on $PUMP, achieving 12 consecutive wins over the past week and accumulating $2.14 million in profit. His current long positions include: 34,100 ETH ($92.98 million), 456 BTC ($39.41 million), 174,500 HYPE ($15.84 million), and 425 million PUMP ($2.72 million).
Nikkei 225 index breaks above 70,000 points, up 2.5% intraday
Data: HYPE, ENA, and other tokens will see large unlocks next week, with HYPE unlock valued at approximately $339 million
Multiple tokens will see large unlocks next week: HYPE will unlock approximately 3.75 million tokens on October 6 at 8 a.m. (about 1.69% of circulating supply), valued at approximately $339 million; ENA will unlock approximately 172 million tokens on October 5 at 3 p.m. (about 1.88%), valued at approximately $41 million; BABY will unlock approximately 136 million tokens on October 10 at 8 a.m. (about 4.60%), valued at approximately $1.8 million; MOVE will unlock approximately 165 million tokens on October 9 at 20:00 (about 3.8%), valued at approximately $1.7 million.
SKY treasury company SDEV's stock price rose over 700% in 15 days, currently holds about 10% of SKY supply
According to Binance market data, SKY treasury company Stablecoin Development Corporation (SDEV)'s stock price rose from a closing price of $0.84 on September 17 to a closing price of $7.48 on October 2, an increase of over 700% in 15 days, with a single-day gain of about 104% on October 2. The company's S-3/A filing submitted in September shows that as of September 13 it held approximately 2.315 billion SKY, about 10% of total supply.
Hyperliquid bought back and burned $10.15 million worth of HYPE tokens in the past 24 hours
According to Onchain Lens, Hyperliquid bought back and burned 112,580 HYPE at a VWAP of $90.20 in the past 24 hours, worth approximately $10.15 million, with funds possibly coming from AQAv2 revenue and fees. Its 24-hour fee estimate is $989,000, 7-day revenue is $9.85 million, and 30-day revenue is $52.06 million. To date, a cumulative 49.25 million HYPE (approximately $4.45 billion) has been permanently removed from circulating supply.
Bitcoin spot ETFs saw $241 million in net inflows last week, marking three consecutive weeks of net inflowsAccording to SoSoValue data, in last week's trading days (September 28 to October 2), spot Bitcoin ETFs saw a net inflow of $241 million, marking three consecutive weeks of net inflows. BlackRock's IBIT recorded a weekly net inflow of $450 million, bringing its all-time total net inflow to $65.73 billion; ARKB had a weekly net inflow of $25,522,200, with an all-time total net inflow of $1.40 billion. Fidelity's FBTC saw a weekly net outflow of $168 million, with an all-time total net inflow of $10.90 billion. The total net asset value of spot Bitcoin ETFs stood at $108.89 billion, with a net asset ratio of 6.42%, and cumulative all-time net inflows of $57.79 billion.
Data: Hyperliquid whale BTC and ETH short positions are both more than 1.5 times the size of long positions
According to Hyperliquid on-chain data, as of 08:19 on October 5, among approximately 200 monitored active accounts each worth over $3 million, BTC long positions were about $518 million and short positions about $830 million, with a long-short ratio of 0.62; ETH long positions were about $687 million and short positions about $1.05 billion, with a long-short ratio of 0.65.
A Hyperliquid whale's ETH short position has an unrealized loss of over $30 million
According to Hyperliquid on-chain data, as of 08:19 on October 5, address 0xb83d…6e36 holds a short position of about 78,000 ETH (worth about $213 million), with an average entry price of $2,340, a current unrealized loss of about $30.29 million, and a liquidation price of about $4,291.
Nikkei 225 opens up 756.45 points, or 1.11%
The Nikkei 225 opened up 756.45 points, or 1.11%, at 69,065.91 on Monday, led by electronics and machinery stocks. South Korean stock markets are closed today.
Xie Jiayin: Bitget's reserve ratio for 19 major assets reaches 131%, user protection fund rises to $316 million
Xie Jiayin, head of Bitget Greater China, disclosed that Bitget's latest proof of reserves shows a reserve ratio of 131% for its 19 major assets. Bitget's user protection fund (proprietary funds) has been replenished to 3,705 BTC, currently worth about $316 million. At the same time, Bitget announced the launch of a peer program, under which trading and asset clients can share 30% of the platform's revenue (excluding the institutional portion) for four consecutive weeks.