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Today’s news tips:
OpenAI plans to raise US$30 billion, with a valuation of US$1.4 trillion, and its IPO will be postponed until 2027
The positive PCE data failed to continue, BTC fell after rising, and the 10-year U.S. bond yield became a key variable
The U.S. dollar stablecoin OUSD launched by Open Standard is officially online and has been deployed on Base, Ethereum, Solana and Tempo chains
FTC launches sweeping investigation into Anthropic, OpenAI and other superintelligence models
Hyperliquid Labs plans to unpledge $320 million worth of HYPE and sell it to institutions through over-the-counter transactions
Tschudin, a member of the Swiss National Bank: Stablecoins make the transmission of monetary policy more difficult
Bloomberg terminal launches stablecoin dashboard provided by Allium, function code RWAS
Solv Protocol speaks out on BTC+ redemption controversy: saying the mechanism is normal and assets are safe
Supervision & Macro
After PCE, Goldman Sachs "rips up the report": No longer predicts the Fed to raise interest rates in October, the next one may be December
Goldman Sachs is delaying its decision on when the Federal Reserve will raise interest rates next from October to December due to weaker-than-expected inflation data. The agency had previously expected the Fed to raise interest rates by 25 basis points in October. Goldman Sachs believes that if subsequent inflation data continues to ease, the Federal Reserve may ultimately believe that more interest rate hikes are not necessary; however, if energy prices, demand and other factors push up inflationary pressure again, the policy path may still be adjusted.
South Korea’s Financial Commission plans to relax the scope of tokenized securities: traditional securities such as stocks and bonds may be allowed to be listed on the blockchain
According to Yonhap News Agency, the South Korean Financial Commission released a notice of amendments to lower-level regulations related to the institutionalization of securities tokens, planning to expand the scope of securities that can be tokenized to include traditional securities such as stocks, bonds, funds, and clarify distributed ledger requirements. The amendment intends to allow securities issuers to become "issuer account management institutions" and must meet minimum self-owned capital of 40 billion won and other requirements. It is planned to establish an over-the-counter trading system for the circulation of security tokens, and the annual net purchase limit for ordinary investors on each over-the-counter exchange is set at 100 million won. Relevant regulations are expected to be officially implemented on February 4, 2027.
Six companies, including OpenAI and Google, signed the White House Voluntary AI Security Agreement and committed to accepting external audits
According to CoinDesk, OpenAI, Google, Meta, Anthropic, Nvidia and xAI signed the White House AI Security Agreement on September 29, committing to monitor the risks of cutting-edge models in terms of cybersecurity, biosecurity and chemical threats, with internal teams checking and fixing problems, introducing independent external agencies to evaluate security controls, and overseeing them by an independent committee of the board of directors. The agreement is a voluntary commitment and does not stipulate an implementation period or penalties for breach of contract. The audit institution is chosen by the enterprise.
The scope of digital renminbi cross-border connectivity cooperation is steadily expanding
According to Xinhua News Agency, it was learned from the Digital RMB International Operation Center that after the first batch of 26 financial institutions signed contracts, as of the end of September, an additional 39 domestic and foreign financial institutions had submitted applications to access the "Digital RMB" cross-border settlement comprehensive service platform (CBETS) as direct participants. Since this year, the Digital RMB International Operation Center has continued to optimize CBETS services, supporting both bilateral connection with the payment systems of overseas monetary authorities and legal digital currency systems, and direct access by overseas financial institutions.
Fed Kashkari: Expected to raise interest rates once this year and again in 2027
Fed Kashkari predicts the Fed will raise interest rates once this year and again in 2027. He said that the Fed's balance sheet works best when interest rates are close to zero, and that it is reasonable to review the balance sheet strategy. He also said that he is optimistic about artificial intelligence and is also considering related risks.
EU demands Binance explain why it’s still operating after being asked to withdraw
According to the Financial Times, the European Union is asking Binance why the platform continues to operate after being asked to cease related operations. EU regulators are concerned about Binance's operations under relevant restrictions and require the company to explain issues such as the continued provision of services.
Bank of England governor warns AI could cause financial market shock
Bank of England Governor Bailey warned that artificial intelligence could trigger financial market shocks and the UK needs to prepare for this. The Bank of England is watching "very closely" the huge amounts of money being poured into AI. Asked whether the AI bubble might burst, Bailey said there could be some degree of correction in asset prices at some point in the future. He believes that AI has great potential to enhance economic growth, but it also comes with significant risks. He also said that AI can "accelerate the work of providing support to the Monetary Policy Committee" but will not make decisions for policymakers.
Project news
Binance Futures will list CTUSDT U-margined perpetual contract
According to the official announcement, Binance will launch the CTUSDT perpetual contract at 15:45 on October 1, 2026 (Eastern Eighth District time), with a maximum leverage of up to 20 times.
OKX will launch QUANTUSDT perpetual contract
According to the official announcement, OKX will launch the QUANTUSDT perpetual contract on the web, App and API at 16:00 on October 1, 2026 (UTC+8). Quant Network builds a programmable currency infrastructure, using Overledger and QuantNet to connect banks, blockchains, tokenized deposits and traditional payment rails, so that value can automatically flow between various networks and complete settlement.
Hut 8’s acquisition of Poolin’s Texas Bitcoin mining assets resumes bidding, with a maximum value of $180 million
According to TheEnergyMag, the U.S. Bankruptcy Court of New Jersey approved the reopening of the bidding process for Poolin’s Texas Bitcoin mining assets. Affiliates of Hut 8 are still the benchmark buyers, and the total value of the acquisition plan can be up to US$180 million, including US$100 million paid at the time of closing and up to US$80 million in milestone payments related to future data center transactions. The payment is linked to data center development projects such as AI, high-performance computing, cloud computing and hosting facilities. The public auction will be held on October 2, and other bidders have until October 1 to submit their bids.
Drift: About $9.2 million of the $295.4 million stolen has been frozen and remains to be recovered
The Drift Foundation released the recovery progress for the theft of approximately US$295.4 million on April 1: Currently, approximately US$9.2 million of the funds involved have been frozen, and recovery still requires law enforcement procedures. The stolen funds were transferred across the chain to Ethereum. About 130,259 ETH were distributed in four wallets. About 107,165 ETH held by three wallets had not yet been moved. Another wallet transferred about 23,094 ETH to Tornado Cash on July 23. Mandiant identified the attacker as North Korea-affiliated threat group UNC6862. The recovered funds will enter the DFX compensation pool, and a bounty program has been launched with Bybit to provide a 10% reward for successfully recovering funds.
Apple will release a smart home hub on October 13, and HomePod mini will be updated simultaneously with the new Apple TV
According to Bloomberg, Apple plans to release a smart home hub code-named J490 on October 13, with an approximately 6-inch square display that can be wall-mounted or placed on the table. It will also simultaneously launch the first updated HomePod mini since 2020 and the first new Apple TV since 2022. This is the first major product test for new CEO John Ternus (who took office on September 1). The new product will focus on demonstrating the Siri AI assistant based on large models, which supports the identification of multiple family members and displays personalized content.
Base launches Cobalt upgrade: introducing Validity Transactions and enhancing the B20 token standard
Coinbase's Layer 2 network Base announced the launch of Cobalt, the third network upgrade in 2026. Validity Transactions and B20 related enhancements have been deployed to the main network. Validity Transactions allow users to submit transactions that contain valid conditions, remain private until the conditions are met, and execute automatically after the conditions are met. Cobalt also includes three B20 enhancements: Composite Policies (combining whitelist and blacklist rules through OR/AND logic), Schedule Multiplier Updates (enables scheduling corporate actions such as stock splits in advance), and seizeWithMemo (authorizing administrators to reallocate holder balances through transfers and record notes).
The U.S. dollar stablecoin OUSD launched by Open Standard is officially online and has been deployed on Base, Ethereum, Solana and Tempo chains
The U.S. dollar stablecoin OUSD, supported by more than 100 companies including Visa, Stripe, and Mastercard, is officially launched and has been deployed on the Base, Ethereum, Solana and Tempo chains. Companies can access it through Visa, Stripe and other channels. Coinbase will follow up on October 1, supporting free minting and redemption at 1:1 USD. OUSD is issued by Bridge, a subsidiary of Stripe, and reserves are held by BlackRock, Lead Bank and Bank of New York Mellon. Visa, Stripe, BVNK, Coinbase and Shopify have committed to mint approximately US$1 billion in OUSD.
Lido: MetaMask staking business will exit the operational verification node and is expected to be completed before October 7
Lido said that MetaMask Staking took precautionary measures to exit its Ethereum verification node operating in the Lido protocol after investigating the infrastructure intrusion. Related operations may result in giving up part of the staking rewards and incurring downtime penalties. The verification node has begun the exit process and is expected to complete the exit by October 7, 2026 at the latest. ETH is expected to gradually return to the protocol within approximately 45 days after the verification node completes the withdrawal, withdrawal and re-joining the staking cycle. The staking business is a non-custodial model, and stETH holders do not need to take any action. Lido’s diverse node operator system and temporary reserve fund of more than 6,750 stETH are designed to mitigate the impact.
Robinhood executives talk about stock token mechanism: users hold the tokens and Robinhood manages the underlying stocks
Johann Kerbrat, head of Robinhood’s crypto business, said during South Korea Blockchain Week that the stock tokens users trade on Robinhood correspond to real stock assets, rather than derivatives based solely on price changes. For stock token products, Robinhood will actually purchase the corresponding company's shares and hold them in custody.
Investment and financing news
OpenAI plans to raise US$30 billion, with a valuation of US$1.4 trillion, and its IPO will be postponed until 2027
OpenAI is seeking a new round of financing of at least US$30 billion, corresponding to a valuation of approximately US$1.4 trillion (excluding new capital), to replenish ammunition in advance after postponing its IPO plan originally scheduled for 2026. OpenAI’s annualized revenue has exceeded US$40 billion this summer, an increase of about 70% since July. The company recently launched the resident AI agent "Dots" and launched a high-end subscription package of US$500 per month. OpenAI previously completed US$122 billion in financing in March, with a post-money valuation of approximately US$852 billion. Competitor Anthropic has submitted an IPO prospectus and plans to invest approximately US$518 billion in cloud computing and infrastructure after listing, with a potential valuation of over US$2 trillion.
SoftBank’s shareholding ratio in OpenAI reaches approximately 13%, with a cumulative investment of US$64.6 billion.
SoftBank Group completed the third and final additional investment in OpenAI through SoftBank Vision Fund 2, amounting to US$10 billion. So far, the additional investment of US$30 billion has been completed. After the completion of this round, SoftBank’s cumulative investment in OpenAI reached US$64.6 billion, with a shareholding ratio of approximately 13%. The investment funds come from the foreign currency-denominated senior bonds announced by SoftBank on September 24.
AI native cloud platform GMI Cloud completes US$668 million in financing, NVIDIA participates in investment
According to Straitstimes, the AI native cloud platform GMI Cloud announced the completion of US$668 million in financing, including US$223 million in Series B equity financing and US$445 million in credit financing. ARCHIV led the investment and NVIDIA participated. The company said its reasoning platform processes approximately 4 trillion tokens per week, and its customers include Fireworks, Nous Research, OpenRouter, Trend Micro, etc.
Opinion & Analysis
Analyst: The cost structure of Bitcoin holders is stable, and the floating profit of long-term holders reaches 72%
Crypto analyst Axel Adler said that Bitcoin is currently trading at about $83,700, which is 14% higher than the short-term holder (STH) cost basis. The short-term holder cost basis rose 1.2% to $73,700 over the past week, still maintaining an unrealized profit of approximately 13.7%. The long-term holder (LTH) cost basis fell from $48,900 to $48,800, and Bitcoin price was approximately 72% higher than it. If the weekly change in long-term holders' cost basis returns to zero, it may mean that the indicator is stabilizing.
The positive PCE data failed to continue, BTC fell after rising, and the 10-year U.S. bond yield became a key variable
After the U.S. PCE inflation data in August was lower than expected, Bitcoin once exceeded $85,000 and hit a maximum of $85,500. However, as U.S. bond yields remained high, the gains later retreated. As of Thursday's Asian session, Bitcoin was trading at about $83,700, up 0.4% in 24 hours. HYPE rose about 3% to $89, DOGE rose nearly 2% to $0.1; SOL fell nearly 1% to $119. Analysts said that the better-than-expected cooling of the PCE lowered expectations for an October interest rate hike, but the 10-year U.S. Treasury yield remained around 5.28%. Improved inflation data alone was not enough to support Bitcoin to stay above $85,000.
Analyst: Bitcoin’s “apparent demand” is still negative, and weak spot demand may limit room for upside
Crypto analyst Darkfost said that Bitcoin’s “apparent demand” is currently -112,500 BTC, indicating that spot market demand is still insufficient. This has improved from -207,000 BTC on September 20, during which the Bitcoin ETF absorbed approximately 28,000 BTC. Darkfost pointed out that in the current context, Bitcoin prices do not rule out a small correction to find actual buying demand. The apparent demand metric is calculated by comparing new issuance to the change in supply that has not moved in more than one year.
Analysis: Long-term rise in U.S. bond yields may intensify competition for funds
Ipek Ozkardskaya, a senior analyst at Swissquote Bank, said that rising long-term bond yields are intensifying competition for funds, and some investors tend to turn to safer investments and buy U.S. Treasury bonds. Calculated based on a starting yield of approximately 5.3%, if the yield increases by 100 basis points, the total loss will be approximately 1.5%; if the yield drops by 100 basis points, the return rate including coupon income may be close to 13%.
Co-CEO of Binance: Tokenized stocks may change the way the global stock market is accessed, with the scale expected to reach US$349 billion in 2030
Richard Teng, co-CEO of Binance, said in a statement that tokenization may change the way global investors access the stock market, but the process will not happen overnight. According to data from Binance Research, the size of the tokenized stock market will grow by 390% in 2026, but currently accounts for only 0.0029% of the $151.9 trillion global listed stock market. The baseline scenario predicts that the tokenized stock market will grow from approximately US$4.43 billion currently to approximately US$349 billion in 2030.
Analysis: Bitcoin may welcome support from a looser interest rate environment, and cooling U.S. inflation eases pressure to raise interest rates
According to The Block, the overall PCE price index in the United States in August increased by 0.3% month-on-month and 3.4% year-on-year. The core PCE rose by 0.2% month-on-month and 3.0% year-on-year. This was lower than market expectations, lowering expectations for the Federal Reserve to raise interest rates in October, and may provide support for risky assets such as Bitcoin. Brendan Ma, director of investment strategy at the Arbitrum Foundation, called the 0.2% month-on-month increase in core PCE a positive sign; Martin Lee, head of market insights at DWF Labs, said that moderate inflation data may reduce the risk of another interest rate hike; but U.S. Treasury bond yields are still a headwind for risk assets. Nexo Dispatch analysts pointed out that the number of altcoins flowing into exchanges on the 7th has risen to the highest level since October 2025.
important data
A whale withdrew 5,000 ETH from Binance after five months of silence, worth $13.43 million
According to Lookonchain monitoring, a certain whale withdrew 5,000 ETH from Binance after five months of silence, worth US$13.43 million.
In early September, the institution that cleared 172,500 ETH withdrew 3.125 million UNI from CEX.
According to on-chain analyst Ember’s monitoring, institutional-related addresses that cleared 172,500 ETH in early September withdrew 3.125 million UNI from CEX between September 15 and September 22, with an average price of US$7.7 and a value of US$24.21 million.
Ethereum’s historical return rate in October: Since 2016, it has closed up 6 times and closed down 4 times, with an average return rate of 3.29%.
According to Coinglass data, among the 10 "October" prices in the history of Ethereum since 2016, 6 closed up and 4 closed down. The largest increase occurred in October 2021 (up 42.92%), and the largest decline occurred in October 2016 (down 16.83%). From 2016 to now, the average return rate of Ethereum's "October" market is 3.29%, with a median rate of 0.36%. In addition, Ethereum's return rate in September 2026 reached 8.77%, the second highest September return rate in history, second only to the 14.53% return in September 2016.
A certain address opened another position of 5,000 ETH, worth US$13.43 million.
According to monitoring by on-chain analyst Ai Ai, the address 0xE1A…c1691 once again opened a position of 5,000 ETH, worth US$13.43 million. This address once traded 6,899 ETH on March 3 and ended up with a loss of US$195,000.
Ripple unlocks 1 billion XRP at once, worth approximately $1.49 billion
According to Onchain Lens monitoring, Ripple has unlocked a total of 1 billion XRP from escrow accounts through 4 transactions, worth approximately US$1.49 billion, involving 400 million, 300 million, 200 million and 100 million XRP respectively, all completed within minutes. Ripple usually releases XRP in custody according to a preset plan, and part of the released XRP may be used for ecological construction, operating funds, etc.
Bitcoin’s historical return rate in October: Since 2013, it has closed up 10 times and closed down 3 times, with an average return of 18.52%
According to Coinglass data, among the 13 "October" prices in the history of Bitcoin since 2013, 10 closed up and 3 closed down. The largest increase was in October 2013 (up 60.79%), and the largest decline was in October 2014 (down 12.95%). Since 2013, the average return rate of Bitcoin's "October" market has been 18.52%, and the median rate has been 12.73%. In addition, Bitcoin's return rate in September 2026 reached 6.33%, the second highest September return rate in history, second only to the 7.29% return in October 2024.
Micron Technology CFO: Plans to increase stock repurchases starting December 9, 2026
Micron Technology CFO Mark Murphy said on the earnings call that it will generate US$44 billion in operating cash flow and US$33.2 billion in free cash flow in the fourth quarter of fiscal year 2026, and plans to return 100% of excess cash to shareholders. The company intends to increase capital returns from December 9, 2026, primarily through share repurchases.
Morgan Stanley’s total Bitcoin holdings exceeded 10,000 for the first time, worth over US$870 million
According to Arkham monitoring, Morgan Stanley continued to increase its holdings of Bitcoin through its spot Bitcoin ETF MSBT last week. So far, its total Bitcoin holdings have exceeded 10,000 for the first time, reaching 10,436 BTC, worth approximately US$875 million.
A certain address bought 1,486.37 ETH "at the bottom" in the early morning and now has a loss of US$33,000.
According to monitoring by on-chain analyst Ai Ai, a certain address bought 1,486.37 ETH on the chain at 3 a.m. at a price of $2,710.23, worth $4.028 million, and is currently losing $33,000.
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