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Important information last night and this morning (October 4th - October 5th)

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Xie Jiayin: Bitget’s 19 mainstream asset reserve ratio reached 131%, and the user protection fund increased to US$316 million

Bitget’s latest reserve certificate shows that its reserve ratio for 19 mainstream assets reaches 131%. In addition, the Bitget User Protection Fund (own funds) has been replenished to 3,705 BTC, with a current value of approximately US$316 million. At the same time, Bitget announced the launch of the “Peer Plan”, in which trading and asset customers can share 30% of the platform’s revenue (excluding the institutional portion) for four consecutive weeks.

Data: Tokens such as HYPE and ENA will be unlocked in large amounts next week, with HYPE unlocked worth approximately US$339 million.

Hyperliquid (HYPE) will unlock approximately 3.75 million tokens at 8:00 a.m. Beijing time on October 6, with a ratio of approximately 1.69% to the circulating supply and a value of approximately US$339 million. Ethena (ENA) will unlock approximately 172 million tokens at 3:00 pm Beijing time on October 5, with a ratio of approximately 1.88% to the circulating supply and a value of approximately US$41 million. Babylon (BABY) will unlock approximately 136 million tokens at 8:00 a.m. Beijing time on October 10th, with a ratio of approximately 4.60% to the circulating supply, and a value of approximately US$1.8 million. Movement (MOVE) will unlock approximately 165 million tokens at 8:00pm Beijing time on October 9th, with a ratio of approximately 3.8% to the circulating supply, and a value of approximately US$1.7 million.

CZ responded to the New York Times report: Giving away peripherals is only for promotion, not bribery

In response to New York Times reporter David Yaffe-Bellany’s report suggesting that his gift of Binance peripherals was a “bribery,” CZ responded on social media that the reporter was obviously skeptical about it and gave a misleading description. CZ clarified that the purpose of giving away peripherals was to turn users into "walking billboards" and said that although the report was biased, it was still grateful for the article. Related reading: New York Times: CZ Abu Dhabi life revealed

Michael Saylor hinted that he will continue to increase his holdings of BTC, and Strategy’s holdings are worth approximately US$72.29 billion.

Michael Saylor’s latest X post has the caption “More orange than ever.” and a chart of Strategy’s Bitcoin purchase records. The market usually views such posts as a signal that the company may once again disclose its holdings of BTC. The data in the figure shows that as of October 4, Strategy held a total of 847,666 Bitcoins, with an average purchase cost of approximately US$75,400 and a total value of approximately US$72.29 billion.

CoinW has launched SI perpetual contract, supporting up to 50 times leverage

Analysis: AI agency and tokenization drive the crypto bull market, and institutions are opening their Q4 layout window

According to analysis by investment expert Jordy Visser in a latest interview, the cryptocurrency market has confirmed that it has entered a bull market trend. As Bitcoin stabilizes at $82,000, market FOMO sentiment is rapidly heating up. Visser pointed out that the core driving force of the current market is the deep integration of AI and encryption technology, which is mainly reflected in the following three dimensions: 1. The explosion of AI agents: With the popularity of personal AI assistants such as Muse and other tools, AI agents are becoming active subjects in the digital economy. Visser believes that when AI agents handle high-speed financial transactions, their rigid need for instant settlement and security will significantly increase the consumption demand for L1 public chains and encrypted tokens, and effectively prevent the "agent swarm" risk in traditional financial settlement systems. 2. Institutional FOMO and Q4 position adjustment: The fourth quarter is a critical period for annual performance settlement and strategic allocation of large institutions. Visser observed that the attitude of Wall Street institutions toward cryptocurrencies has shifted from early wait-and-see attitudes to actively seeking layout, especially in the areas of tokenization and stablecoin payments. He emphasized that institutions are trying to obtain encryption licenses and technology through "mergers and acquisitions rather than self-construction" to cope with the upcoming super cycle of asset tokenization. 3. Changing macro narrative: Visser refutes traditional macro analysts’ excessive concerns about high interest rates and economic recession. He believes that the productivity improvements brought by AI have fundamentally changed the economic structure. The technology sector has accounted for 56% of the S&P 500 Index and is not sensitive to interest rates. He suggested that investors should break away from traditional "doomsday" thinking and focus on the encryption ecosystem with actual cash flow and technological growth potential. Visser finally revealed that the "Visser Labs 46 Crypto Asset Index" it constructed has risen by 50% this year, significantly outperforming Bitcoin. He predicted that as the tokenization process accelerates, the wealth management industry will face tremendous transformation pressure in the next year, and investors should plan in advance to capture the dividends brought by this technological integration.

Greenfield reports governance issues at Safe Ecological Foundation to Swiss regulators

According to Jascha Samadi, a partner of Greenfield Capital, a European institutional-level digital asset investment company, the company has officially submitted a regulatory complaint against the Safe Ecological Foundation to the Swiss Federal Fund Supervisory Authority (ESA). As a long-term holder since 2022, Greenfield Capital noted that Safe is losing significant market share in the self-custody infrastructure space: Since the beginning of 2024, the value of assets held by Safe accounts has fallen from approximately $66 billion to approximately $30 billion, while during the same period DeFi TVL has grown by approximately 40% and stablecoin supply has grown by 135%, but stablecoins held by Safe have only grown by 11%. Greenfield Capital believes that the root cause of the above problems lies in the governance failure of the foundation. Since the end of 2025, the company has repeatedly recommended that the foundation replace experienced independent board members, introduce managers with experience in infrastructure expansion, and establish a quantifiable KPI review mechanism, but none of them has been substantially adopted. The complaint is intended to drive governance reform through regulatory intervention, rather than targeting individuals or fighting for control. Greenfield emphasized that this move is aimed at safeguarding the rights and interests of token holders, improving transparency and accountability, and ensuring that high-quality infrastructure is properly managed.

The Nikkei 225 Index opened up 756.45 points, or 1.11%

The Nikkei 225 Index (Monday) opened up 756.45 points, or 1.11%, to 69065.91 points, with electronics and machinery stocks leading the gains. The Korean stock market is closed today.

A Hyperliquid whale lost more than $30 million on its ETH short order

According to data on the Hyperliquid chain, as of 08:19 on October 5, the address 0xb83d...6e36 held approximately 78,000 ETH short orders (worth approximately US$213 million), with an average opening price of US$2,340, current floating losses of approximately US$30.29 million, and a liquidation price of approximately US$4,291.

Data: Hyperliquid whale’s BTC and ETH short orders both exceeded long orders by 1.5 times.

According to data on the Hyperliquid chain, as of 08:19 on October 5, among the approximately 200 active addresses with an account value exceeding US$3 million monitored by the radar on the PANews chain, BTC long orders were approximately US$518 million, short orders were approximately US$830 million, and the long-short ratio was 0.62; ETH long orders were approximately US$687 million, short orders were approximately US$1.05 billion, and the long-short ratio was 0.65.

Shinichi Uchida, Deputy Governor of the Bank of Japan: AI is not only a huge positive demand impact, but may also reshape the core parameters of monetary policy

Shinichi Uchida, deputy governor of the Bank of Japan, said that artificial intelligence has become a key topic discussed at monetary policy meetings of central banks including the Bank of Japan. 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 improving productivity and promoting the accumulation of capital stock. Preliminarily, the impact of AI on the demand side seems to be priority, making the financial environment more relaxed overall. However, if corporate profits fail to keep up, there is still the risk of correction (callback). He also emphasized that AI will affect several core parameters of monetary policy formulation, including the output gap, financial conditions, and the "Star Variables" that represent the "natural rate" of the economy's long-term equilibrium.

Musk: Spreading superintelligence to the stars is necessary for the huge success of biological bootstrapping

Musk said in an article on The post he cites reiterates his 2014 argument for hoping that humans will be more than just "biological enablers" for digital superintelligence, but thinks that's an increasing possibility.

The deadline for deferred tax filing for the 2025 tax year in the United States is October 15. Crypto-related traders need to check the filing information

The U.S. personal federal income tax extension filing deadline for the 2025 tax year will be October 15. The U.S. Internal Revenue Service (IRS) stipulates that this deadline applies to taxpayers who have previously applied for an extension and is not a new deadline specific to crypto assets; the extension only extends the time for tax filing, not the time for tax payment. For digital asset transactions in 2025, the Form 1099-DA provided by the broker may not include the cost basis, and taxpayers still need to calculate the relevant gains or losses by themselves and declare them in accordance with regulations.

The Nikkei 225 Index exceeded 70,000 points, rising 2.5% on the day

AI already knew

Select the most noteworthy AI information in the last 24 hours to help you filter out AI noise. Source: PANews AI Observation Room

Compliance differences between Claude and domestic AI models: price and compliance comparison of 5 cost-effective alternative models

Developer Kristof summarized the actual measurement comparison of five domestic replacement models after the Claude API was blocked in mainland China. GLM-4.7 has become the first choice for "zero migration cost" due to native compatibility, and DeepSeek-V3 provides comparable performance at one-third the price.

Google freezes open source software bug bounty program amid surge in invalid reports generated by AI

TechCrunch reports that Google has frozen its open source software bug bounty program due to a "significant increase" in invalid vulnerability reports submitted by AI. These low-quality reports lead to high verification costs and systematically threaten open source security defenses.

Anthropic was revealed to be secretly lobbying the Vatican. Why should AI be related to religion?

According to Titanium Media, Anthropic is secretly in contact with religious figures, including Vatican scholars. This move is considered to be its carefully planned top-level ethical strategy, aiming to win the endorsement of the religious community for the value alignment of AI.

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