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Important information last night and this morning (September 27-September 28)

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Hyperliquid: The next upgrade will increase the HIP-4 deployment quota and lower the funding rate limit.

Hyperliquid co-founder Jeff Yan announced in the official Discord that the next network upgrade will increase the number of active results that a single HIP-4 deployer can maintain at the same time from 100 to 200 based on builder feedback, and the daily deployment limit will be increased from 500 to 1,000. At the same time, the perpetual contract funding rate limit will be reduced from 4% to 0.5% per hour. Officials stated that this limit is rarely touched in actual transactions.

Vitalik: Hegota may be the last "regular" upgrade of Ethereum, and will then transform into an "encrypted world computer"

Vitalik Buterin, co-founder of Ethereum, published an article "The cryptographic world computer" stating that Ethereum is evolving from a traditional blockchain to a "cryptographic world computer" that integrates blockchain, cryptographic privacy and verification, and decentralized off-chain components. He predicts that the Hegota upgrade planned for next year may be the last "regular" upgrade of Ethereum. The core directions thereafter will include recursive STARK, automated formal verification, highly optimized consensus algorithms and quantum security. Vitalik said that by 2030, Ethereum's block verification will shift from complete downloads and re-executions to SNARK verification and PeerDAS data availability sampling; consensus will shift to optimized PoS with less time slot finality and available chain mechanisms, and block construction will also shift from a single block producer to multi-party participation. The user side is expected to gain stronger censorship resistance, privacy protection, lighter node operation requirements, as well as time slots of approximately 4 to 8 seconds and final confirmation times of approximately 8 to 32 seconds. He said that PeerDAS has started the transformation of Ethereum from a simple blockchain to a stronger system. After Hegota, this transformation will become the main narrative of Ethereum.

Anthropic’s female president becomes the youngest self-made female billionaire at the age of 39

Daniela Amodei, co-founder and president of Anthropic, entered the Forbes 400 list of the richest Americans for the first time with a net worth of approximately US$15.5 billion, becoming the youngest self-made female billionaire. She is responsible for the daily operations of this AI company, which is valued at nearly one trillion U.S. dollars and plans to IPO in the United States in November, and serves as chairman of the board of directors. The report quoted market expectations as saying that Anthropic's annualized revenue has rapidly increased from US$1 billion in early 2025 to US$65 billion by the end of July 2026, and the private equity secondary market valuation was once pushed to approximately US$1.5 trillion. As the company prepares for one of the largest technology IPOs in history, the equity value of the founding team and employees has increased significantly, and many co-founders have become among the world's richest people.

U.S. Senator Lummis: The Clarity Act, which was rejected by the Democratic Party, empowers the Treasury Department to combat money laundering in offshore exchanges

U.S. Senator Cynthia Lummis of Wyoming posted that the Democratic Party had previously requested that the Treasury Department be given new powers to cut off the channels for money laundering activities through offshore exchanges such as Binance, and its proposed Clarity Act already provides the Treasury Department with relevant authority. But she said Democrats defeated legislative attempts to tighten regulations on money laundering at offshore crypto exchanges by voting against the bill in the vote.

Bitwise NEAR spot ETF approved by NYSE Arca for listing

New York Stock Exchange Arca has approved the listing of Bitwise NEAR Protocol spot ETF, code "NRR", which is the first NEAR spot ETF in the United States; previously, investors mainly gained exposure through Grayscale NEAR Trust. The ETF management fee is 0.75%, and is hosted by Coinbase Custody and pledges NEAR; the listing date has not yet been announced, and NEAR once rose to around $5 after the news was announced.

Data: 2Z, SUI, ENA and other tokens will be unlocked in large amounts next week, of which the value of 2Z unlocked is approximately US$114 million.

Token Unlocks data shows that tokens such as 2Z, SUI, and ENA will be unlocked next week. Among them: DoubleZero (2Z) will unlock approximately 1.66 billion tokens at 9:00 pm on October 2, Beijing time, with a ratio of approximately 47.69% to the circulating supply and a value of approximately US$114 million; Sui (SUI) will unlock approximately 13.26 million tokens at 8:00 a.m. Beijing time on October 1, with a ratio of approximately 0.32% to the circulating supply, and a value of approximately US$16.7 million; Ethena (ENA) will unlock approximately 40.63 million tokens at 3:00 pm Beijing time on October 2, with a ratio of approximately 0.45% to the circulating supply, and a value of approximately US$11 million; Kamino (KMNO) will unlock approximately 229 million tokens at 8:00 pm on September 30, Beijing time, with a ratio of approximately 2.81% to the circulating supply, and a value of approximately US$10.8 million; Collector Crypt (CARDS) will unlock approximately 59.26 million tokens at 3:00 am on September 30, Beijing time, with a ratio of approximately 10.62% to the circulating supply, and a value of approximately US$10.7 million; EigenCloud (EIGEN) will unlock approximately 36.82 million tokens at 12 noon on October 1, Beijing time, with a ratio of approximately 5.19% to the circulating supply, and a value of approximately US$10.3 million; Falcon Finance (FF) will unlock approximately 77.14 million tokens at 9:00 pm on September 29, Beijing time, with a ratio of approximately 2.51% to the circulating supply, and a value of approximately US$10.2 million.

MiniMax launches a new generation of extremely fast text model M3.1-Flash-Preview

The artificial intelligence company MiniMax announced its latest text model M3.1-Flash-Preview, which has been officially launched on MiniMax Code. This model is positioned as a daily development scenario. Officials say it can be used to quickly fix bugs and implement complete functions in code development, emphasizing response speed and stability. MiniMax also launched a limited-time event on MiniMax Code: from September 28 to October 7 (UTC+8), users who sign in daily can earn 2x points, which is applicable to code models including M3.1-Flash-Preview, and H3 models used to generate videos.

Monochrome Exchange, founded by former Binance Australia CEO, launched MCR IEO and has raised over 5.5 million USDT

Monochrome Exchange, founded by Binance Australia co-founder and former CEO Jeff Yew, has launched the MCR token IEO and has raised more than 5.5 million USDT so far.

A Solana whale opened a long order of 20 times the contract, and its floating profit has now exceeded US$23 million.

Address 0x9c6a opened a 20x leverage long order about a month ago, long 550,087 SOLs, with a nominal value of approximately US$67.88 million, and currently holds more than US$23 million in unrealized gains. The trader has placed a take-profit sell order near $200. If the price of SOL rises to $200, its cumulative profit from this leveraged transaction is expected to exceed $65 million.

Analyst: A group of Robinhood chain issued coins 53 times and cashed out US$18.43 million

On-chain analyst Wazz posted that he discovered that there is a persistent "rug pull" cash-out gang on the Robinhood chain. In the past two months, it has been associated with at least 53 token launch projects, with a total cash-out of approximately US$18.43 million. The actual scale may be larger; the DEED token that triggered this investigation did not even enter the top ten of the gang in terms of cash-out amount.

Vitalik releases science fiction novel "Snowmoon", incorporating governance settings such as secondary voting

Vitalik Buterin posted on the

Trump plans to host Anthropic CEO at private dinner at White House on Sunday night

U.S. President Trump plans to host a private dinner at the White House on Sunday night to entertain Anthropic CEO Amodei. The dinner will be the first one-on-one meeting between Trump and Amodei, and also shows that the relationship between Anthropic and the Trump administration is easing. Government officials and their allies have long had tensions with Anthropic. Trump and House Speaker Johnson plan to meet with a number of top artificial intelligence company CEOs at the White House on Tuesday, and this private dinner can be regarded as a "warm-up" for the meeting.

Bloomberg Analyst: Bitcoin and other cryptocurrencies have underperformed in the past decade, and the peak of cryptocurrencies has passed

Mike McGlone, a senior analyst at Bloomberg, wrote that from a risk and portfolio management perspective, Bitcoin and other cryptocurrencies may be classified as underperforming assets over the past decade. The Market Vector Digital Asset 100 Index (MVDA, about two-thirds Bitcoin) has been essentially sideways since 2017, while the Nasdaq 100 Index (NDX) has continued to rise over the same period. Although MVDA volatility is about 3 times higher on average and is positively correlated with the stock market, it fails to provide effective diversification of risk and underperforms from a risk and portfolio management perspective. McGlone believes that after the launch of Bitcoin futures in 2017, cryptocurrencies entered the mainstream, and MVDA will no longer outperform NDX; the listing of US ETFs and Trump’s change of stance before the 2024 election may be the peak moment of cryptocurrencies. This situation is unlikely to change.

Promoted by cooperation with The Clearing House, an American clearing house, Quant (QNT) has risen by more than 340% in the past seven days.

Quant (QNT) has risen 342.1% in the past 7 days and 97.6% in 24 hours, and is currently trading at $298.75. According to an official announcement on September 24, the American clearing house The Clearing House will use Quant, a provider in the field of programmable currency infrastructure, to provide technical support for its “on-chain currency plan”. It is a new interoperable payments network designed to enable financial institutions of all sizes to clear and settle tokenized deposit transactions. Quant’s technology will support the network’s interoperability, orchestration and transaction management to coordinate the clearing and settlement of tokenized deposit transactions, while also enabling interoperability with existing fiat payment systems used daily by financial institutions and their customers, including the RTP® and CHIPS® networks. The Clearing House operates America's payments network, processing more than $2 trillion in clearing and settlement business daily through wire transfers (Wire), Automated Clearing House (ACH), check imaging and real-time payments.

Data: There were 845,900 new holders of USDT in the past seven days, more than twice that of USDC

According to Token Terminal data, in the past 7 days, USDT has added 845,900 new holders, USDC has added 390,800 new holders, EURC has added 69,800 new holders, USDG has added 23,300 new holders, and CASH has added 18,600 new holders.

Archetype Partners: Tokenized stock holders may exceed 100 million within three years

Archetype partner Dmitriy Berenzon posted that there are approximately 4 million holders of tokenized stocks so far, and predicts that the number of holders will reach 100 million within three years.

Ministry of National Security: The so-called "anonymity attribute" of virtual currencies is fundamentally a false proposition

The official account of the Ministry of National Security issued an article "Virtual currency crimes cannot be traced?" Thinking too much! ”, which pointed out that virtual currency has become an important tool for criminals to engage in various illegal and criminal activities, and breeds security risks in many aspects, including a “hotbed” for money laundering crimes, a “bunker” for cyber attacks, and an “accomplice” for spies to steal secrets. However, the so-called "anonymity attribute" of virtual currency is fundamentally a false proposition. The blockchain completely retains transaction records and other data, providing a basis for full-link traceability. Looking at the ledger, traces of the entire transaction are left; checking the link, it is difficult to hide the true identity; when it comes to private keys, there is no guarantee of asset security.

The GNGN associated address recharged 6,100 ETH to Coinbase 8 hours ago, which may be Robinhood network fee income

The GNGN-related address deposited 6,100 ETH to Coinbase 8 hours ago, worth $16.38 million. This ETH was cross-chained from the Robinhood network to the Ethereum main network 6 days ago, or it may be Robinhood network fee income.

DYORSWAP: The DYOR contract was not attacked, and more than 200 ETH compensation has been issued.

DYORSWAP issued a statement stating that the recent incident was not that the DYOR contract was attacked, but that its application was affected by the fraudulent network "GIWA Chain 9134". The network was initiated by operators who controlled the bridging infrastructure, ultimately draining the real ETH that supported the network. The recovered data set shows that about 1,335 addresses bridged funds, about 767.65 ETH entered the bridge, and finally about 766.25 ETH was withdrawn; DYOR has 1,479 operation records on the chain, of which 1,148 were successful, involving 298 wallets and 104 pools; DYOR has used its own funds to issue more than 200 ETH compensation to affected users. The team is continuing to trace the deployer, source of funds, batch processing infrastructure and the flow of funds, and distinguish attackers from real victims based on on-chain evidence. According to previous news, DYORSWAP said that the fake GIWA mainnet fraud caused users to lose approximately 766 ETH.

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