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ARK Invest CEO Cathie Wood stated at a summit hosted by Robinhood in Houston that investors have traditionally "followed developers" to gauge technological trends, but now they may need to "follow agents." The AI agents she refers to are software that can perform tasks on behalf of humans, rather than just answering questions or generating text. This statement came towards the end of a discussion on AI, private markets, and technology investments.As AI agents shift from answering questions to executing operations and spending funds, the type of financial infrastructure they will use has become a focal point. SharpLink co-CEO and former BlackRock digital asset head Joseph Chalom believes that the financial system used by AI agents should not be controlled by a few banks or tech companies. He cited the example of authorized agents booking hotels, pointing out that users should be able to set spending limits, revoke authorizations at any time, and view the agents' transaction records. Additionally, users should be able to transfer the agents' identities, financial information, and permissions between different financial service providers, similar to mobile number portability.Chalom believes that open blockchains like Ethereum can provide a universal financial network for different agents, applications, and companies to use collectively, eliminating the need for each AI company to build its own closed payment system. A report from BlackRock in September also noted that AI agents could create new demands for machine-oriented payment systems, such as payment API calls, purchasing data, or renting computing power, with stablecoins and blockchain being one of the viable solutions. Coinbase's x402 is designed to enable machines to pay for online services like data or APIs.

Darkfost posted on platform X that Bitcoin is approaching the average cost price of two types of holding groups: investors holding for 18 months to 2 years have an average cost price of about $88,350, while investors holding for 6 to 12 months have an average cost price of about $89,200.Darkfost pointed out that the cost price is the average holding cost of the group, not a natural support or resistance level; as the price approaches this range, the behavior of related investors may change, and this area can be seen as a potential risk zone. The group of investors holding for 6 to 12 months has overall been at a loss for nearly a year, with some investors possibly having bought in at market peaks; some investors may sell after breaking even, while others may continue to buy to lower their holding costs.

The Financial Services Commission of South Korea has proposed regulatory guidelines for the issuance and trading of security tokens, intending to allow stocks, bonds, funds, and certain fractional investment securities to be issued and circulated in token form. The relevant regulatory framework is scheduled to take effect on February 4, 2027.According to the proposal, securities token issuance companies that directly manage client accounts must have a paid-in capital of at least 4 billion Korean Won and be equipped with dedicated compliance and technical personnel. The revision of capital market regulations will also introduce an over-the-counter trading license for bonds and limit individual investors' annual net purchases at each over-the-counter exchange to within 100 million Korean Won.The proposal will be open for public consultation from Friday until November 11, after which it will enter the approval process. South Korea previously announced a roadmap to advance the transition of securities issuance and trading to distributed ledger infrastructure in three phases.

Bitwise CEO posted on the X platform, stating that investors should buy during the NEAR pullback. Bitwise NEAR ETF NRR saw a net inflow of approximately 9 million dollars on the third day.

The Rollup founder Andy commented on the MetaMask infrastructure security incident, stating that, according to sources, unless significant negative news arises, there will be a small-scale withdrawal of staked ETH. It is recommended to take proactive measures for all re-staked ETH positions that have exposure to Lido.Andy expressed hope for a positive outcome, but he believes it may be wiser for the protocol and investors to actively respond. He mentioned that the current situation seems to be under control, but based on his recent communications with multiple parties, no one is clear about what exactly has happened.

According to Fortune, the U.S. Securities and Exchange Commission (SEC) has filed lawsuits against two private fund cases, accusing the relevant fund advisors of raising funds under the pretext of investing in popular tech companies like OpenAI and SpaceX before their IPOs, but allegedly providing false information to investors and misappropriating some of the funds.The SEC stated that Meyer Global Management and its head Owen Meyer are suspected of raising at least $18.5 million from nearly 100 investors to purchase shares of companies before their IPOs, but misappropriated at least $1.27 million, including using fund money for personal consumption, paying entertainment expenses, and personal investments. Among them, the SEC accused Meyer of establishing a fund for investing in shares of OpenAI and SpaceX, but some of the funds did not actually hold the relevant assets.In another case, the SEC and federal prosecutors accused Beyond Alpha Ventures heads Christopher Dinelli and Jacob Frankel of raising over $8.7 million from 35 investors and falsely promoting that the fund held shares in companies like SpaceX and xAI.The SEC stated that the two provided false investment reports, with some of the funds being used for options trading, film investments, and personal use. The SEC emphasized that the accused tech companies and their management have not been found to have engaged in misconduct. Regulatory agencies have been continuously monitoring investment products that promote "acquiring shares before popular private company IPOs" and have launched multiple enforcement actions against relevant private fund advisors.

The U.S. Securities and Exchange Commission (SEC) has proposed a reform plan aimed at expanding the channels for individual investors to participate in the private market. The proposal allows registered investment advisors to charge a performance fee of up to 20% based on fund performance, attracting more private management institutions to serve individual investors.SEC Chairman Paul Atkins stated that he hopes to explore ways to expand individual investor participation in the private market while preventing fraud and misconduct. The SEC also proposed to broaden the definition of "accredited investors."

Financial newsletter The Kobeissi Letter stated on X: The scale of U.S. stocks held by non-U.S. investors is at a historical high. The account wrote that in July, investors outside the U.S. held $24.32 trillion in U.S. stocks, marking the third largest scale in history.The Kobeissi Letter noted that since the beginning of this year, foreign investment in U.S. stocks has increased by $2.22 trillion, a growth rate of 10%. Since the bear market of 2022, this holding scale has increased by $12.3 trillion, a growth rate of 103%.The newsletter also stated that the allocation ratio of foreign capital to U.S. stocks has risen to 60% of their U.S. financial assets, setting a record, and is currently about 6 percentage points higher than the peak during the 2000 internet bubble.

Goldman Sachs Global Investment Research Department's South Korea stock analyst Chris Cha stated in a report on September 23 that KOSPI has the conditions for a short-term tactical breakout, but the continuous flow of liquidity from South Korean retail investors into the cryptocurrency market will make the index's subsequent upward movement more reliant on foreign capital and local institutions reconfiguring. The report noted that concerns about the Federal Reserve's interest rates have been partially digested by the market, and risk appetite has shifted towards proxy AI themes.The report pointed out that South Korean memory chips provide fundamental support, with fourth-quarter DRAM contract prices expected to grow double digits quarter-on-quarter, and the ramp-up of HBM4 capacity will continue to limit the supply of standard server DRAM. Samsung Electronics' large shareholder returns, continuous buying by institutions, and foreign capital turning into net buying may drive KOSPI towards the resistance zone of 7000 to 7200 points.The report also indicated that the capacity of local South Korean retail investors to absorb has weakened. After Bitcoin returned to $85,000, cryptocurrency trading in South Korea has heated up. According to DefiLlama data cited in the report, Upbit's single-day spot trading volume on June 13 was approximately $770 million, which rose to $1.817 billion on September 22, an increase of about 136%. Based on the total trading volume of $3.27 billion on that day across South Korea's five major trading platforms, Upbit alone accounted for over half. Goldman Sachs believes this will make KOSPI more reliant on foreign and institutional buying in the future, and October is a critical window to test whether foreign capital will continue to increase its investment in South Korean semiconductor and AI assets.

According to Cointelegraph, the Internal Revenue Service (IRS) in the United States has stipulated that for transactions in 2025, brokers generally need to report the sales income from digital assets, but in most cases, they do not need to report the cost basis, and taxpayers still need to calculate their gains and losses themselves; starting from 2026, brokers will need to report the cost basis for eligible digital assets. The IRS also emphasized that even if a taxpayer does not receive a 1099-DA, they still must report income and gains and losses related to digital assets.During the first tax season applying the 1099-DA reporting rules for cryptocurrency assets in the United States, some investors are facing issues such as missing transaction data and difficulties in verifying cost basis. A survey conducted by Awaken Tax in August among 1,000 U.S. cryptocurrency investors showed that 21% of respondents who have filed or plan to file for an extension are still waiting for exchanges or cryptocurrency platforms to provide the necessary information; about 20% indicated that their 1099-DA form information is incomplete or are unsure whether it accurately reflects their trading situation.

According to PR Newswire, Superlogic Technologies, the parent company of the travel and experience rewards platform Bookit, announced the strategic acquisition of the crypto white-label travel platform business of Entravel Group and the on-chain tokenization rewards technology builder Spree.The acquisition will enhance Bookit's ability to directly integrate native travel and experience booking platforms into applications for crypto institutions and strengthen the tokenization capabilities of on-chain points and interoperable rewards. As part of the acquisition of Spree.Finance, Animoca Brands will become a strategic investor and shareholder in Superlogic, and Animoca Brands' Chief Operating Officer Minh Do will join Superlogic's advisory board.After acquiring Entravel Group's crypto business, the Bookit ecosystem will add 27 white-label partners, including Kraken, MetaMask, and EtherFi, and open Bookit's network of over 2 million merchants for travel, retail, and VIP experiences to partners and their end users. Superlogic CEO Lin Dai stated that integrating the technologies and partner networks of Entravel Group and Spree is an important step in advancing scalable full-stack travel and rewards enterprise solutions.

Crypto KOL Kuai Dong (@_FORAB) posted that the DeepSeek investor meeting has once again experienced information leakage. Since the leak of internal speech recordings in May, the company has required attendees to fly to the Beijing or Hangzhou office, where they must hand over their phones, electronic devices, and backpacks in order to hear CEO Liang Wenfeng speak.Information leaked again just one day after last Sunday’s new meeting. Sources obtained by the information report reveal that DeepSeek's current important priority is to use more domestic chips and mentioned the earliest delivery time for Huawei chips.

The Bank of Korea (BOK) has launched the first 24-hour Korean won settlement network pilot, aimed at allowing foreign investors to settle won transactions outside of normal banking hours in South Korea. The central bank announced on Monday that its international wire transfer network has begun trial operations with four domestic banks: KB Kookmin Bank, Woori Bank, Hana Bank, and Shinhan Bank. Full operations are expected to start in January 2027, at which point participation will expand to other institutions and foreign banks.The network operates 24 hours a day on weekdays, excluding weekends and public holidays. Foreign investors can settle won transactions during their domestic business hours by registering a Foreign Institution (RFI-K) account for won services, without the need to open an account directly with a South Korean financial institution. The Bank of Korea stated that the network is expected to enhance the international status of the won by improving foreign investors' access to won settlement infrastructure.In addition, the Bank of Korea is also experimenting with tokenized settlement infrastructure through the Agorá project led by the Bank for International Settlements, which completed a cross-border payment trial using tokenized central bank reserves and commercial bank deposits, including the won, in July. The Bank of Korea is simultaneously advancing the Hangang project, a blockchain-based pilot that utilizes wholesale central bank digital currency to settle tokenized commercial bank deposits.

Cryptocurrency KOL Ansem posted on platform X, stating that cryptocurrencies are experiencing the most severe relative weakness across assets in history, while U.S. stocks have surged significantly, and market sentiment has fallen to a multi-year low.He believes that OG investors waiting for the bottom of the four-year cycle will be forced to chase the rally, and for traditional financial institutions, cryptocurrencies are both an attractive momentum trading target and a long-term allocation option to hedge against the risks of U.S. fiscal irresponsibility.

According to Bloomberg, as the stock prices of companies holding cryptocurrency assets have significantly declined, retail and institutional investors are facing cumulative losses of about 50 billion dollars.Some investors are strengthening their scrutiny of governance issues such as employee compensation at related companies through shareholder actions to limit further losses.

Bloomberg ETF analyst Eric Balchunas stated that Bitcoin ETFs have advantages over gold ETFs, including the fact that the Bitcoin investor demographic is younger; as the market matures, volatility decreases, and correlation with other assets stabilizes, Bitcoin will attract more large institutional adoption.In addition, Bitcoin ETFs have stronger market enthusiasm and sales resources, with dozens of wholesalers familiar with both the crypto market and traditional investors currently promoting and educating the market, while gold ETFs lack similar promotional strength.

Bitcoin financial services company River released a report written by Sam Baker, stating that the traditional 60/40 stock-bond portfolio is no longer applicable and recommending that long-term investors increase their Bitcoin allocation to up to 10%.The report indicates that from 1980 to 2020, the annualized return of this portfolio was about 5% to 15%, but inflation, debt, and the correlation between stocks and bonds have reversed, with U.S. Treasury bonds exceeding $40 trillion by August 2026. Simulations over the past decade show that by replacing part of the bonds with 10% Bitcoin, the portfolio's terminal value increased from $25,364 to $60,595, with the maximum drawdown only increasing by 6 percentage points. As of August 2026, Bitcoin accounts for about 0.5% of global financial assets.