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Chief Investment Officer Greg Taylor of PenderFund Capital Management stated that the September non-farm report is favorable for the market and essentially rules out the possibility of a Federal Reserve rate hike in October.There may still be expectations for a rate hike in December, but it has already been priced in by the market and will not have a significant impact on the market.

QCP Capital released the latest market analysis stating that BTC has broken through the previous trading range of $82,500 to $85,700 that lasted for a week, reaching a high of $86,913 during the day, the highest since September 23. It is currently trading around $85,900, up 14.6% from the low of $74,968 on September 15. QCP pointed out that during this round of increase, the annualized funding rate for perpetual contracts was only 5.4%, indicating that the market was mainly driven by spot funds rather than leveraged trading. QCP believes that this round of BTC's rise diverges from traditional macro market signals. In September, the yield on the 30-year U.S. Treasury bond rose to 5.62%, and the 10-year yield reached 5.29% at one point, while gold recorded its worst month of the year. Although rising real interest rates typically put pressure on gold and risk assets, BTC still rose.QCP believes that this market trend is more consistent with concentrated capital trading driven by institutional fund inflows, regulatory catalysts, and technical improvements, rather than purely a currency depreciation trading logic. Regarding institutional funds and regulatory factors, the U.S. Bitcoin spot ETF recorded net inflows of approximately $3.5 billion and $2.6 billion in August and September, respectively. QCP noted that the innovative exemption policy released by the U.S. SEC on September 17 provided a new regulatory catalyst for the market, but since the CLARITY Act failed to pass in the Senate earlier, market structure legislation may be delayed until 2027. Therefore, current regulatory support comes more from the administrative level, and long-term policy certainty remains limited.In the options market, yesterday's options trading nominal amount was approximately $2.5 billion, involving 54 transactions with a nominal amount exceeding $5 million each. Among them, one client sold in batches call options expiring on October 30 with a strike price of $90,000, totaling over 4,000 contracts with a nominal amount of $346 million; at the same time, they actively bought call options with the same strike price expiring on November 27. QCP believes that this operation reflects that some traders are rolling their positions from October to November to position for the U.S. midterm elections, quarterly Treasury refinancing, and market volatility around the December Federal Reserve meeting.On the macroeconomic front, the Federal Reserve will hold a monetary policy meeting from October 27 to 28. QCP stated that after Federal Reserve official Williams said there was no need to rush to adjust policies further, and with the August core PCE coming in below expectations, market expectations for maintaining interest rates in October have warmed. However, the market still expects an approximately 80% probability of a 25 basis point rate hike in December. The U.S. non-farm payroll report for September, to be released tonight, will be an important short-term test, with the market expecting an increase in non-farm payrolls of 84,000 to 93,000, an unemployment rate holding at 4.1%, and an average hourly wage year-on-year growth rate expected to be 3%.On the technical front, the support level of $82,500 has been tested three times in the past week, while $87,400 is the location of the September high and is a key resistance for BTC to further challenge $90,000. The implied volatility term structure in the options market is in a contango state, with a 7-day implied volatility of 30.3 and a 90-day implied volatility of 37.1; the 30-day risk reversal indicator is approximately -2.5 volatility points, indicating an increase in demand for short-term put protection. QCP believes that although BTC shows resilience in a macro environment of rising real interest rates, the market is still mainly driven by capital flows and position changes, and it cannot yet be considered that macro risks have been eliminated. U.S. employment data, Treasury supply, and the intensive policy events in the coming weeks may still trigger market volatility.

Slow Fog issued a security alert stating that the Aave V3 Loop Safe Module has a security vulnerability, allowing attackers to forge Safe authentication and execute arbitrary modules, stealing approximately 114.09 ETH from two Safe multi-signature wallets.Attackers bypassed authentication by forging a Safe that always returns true and executed module transactions using a router and calldata that could be arbitrarily controlled, transferring weETH and Aave collateral. After repaying approximately 1300 WETH in debt, the attackers unlocked the collateral.

NEAR Protocol posted on platform X that Sal Ternullo, CEO of NEAR Treasury Company SVRN, has introduced a new proposal on the NEAR governance forum to reduce the maximum annual token issuance rate from 2.5% to 1.6% for a duration of 24 months, and to lower the staking yield from the current approximately 5.4% to about 3.5%.The proposal is currently seeking feedback from validators, House of Stake delegators, and NEAR community members, with a complete plan expected to be announced next week for voting.In response to the recent NEAR Intents security incident, NEAR Protocol further clarified that the blockchain network is operating normally, and the related incident was not caused by vulnerabilities in NEAR Protocol or the native token NEAR. The NEAR Protocol network continues to produce blocks and process transactions without any downtime.

Volmex has launched the Bitcoin Implied Volatility Index (BVIV) perpetual contract on Hyperliquid. This contract is based on options data from Deribit and OKX, reflecting traders' expectations of Bitcoin's volatility over the next 30 days, without reflecting the direction of the spot price.Recently, the BVIV readings have been in the mid-high range of over 30 points. Each index point of the contract corresponds to a settlement of 1 USDC, using a per-position margin model, supporting a maximum leverage of 5 times, and has an hourly funding rate and a cap on the number of open contracts during the initial launch phase.

According to Catcher Predict monitoring, in the market prediction event "Japanese Tennis Open: Alcaraz vs. Mitchellson" on Polymarket, the option "Over 2.5" in the sub-market "Total Sets O/U 2.5" experienced a dramatic fluctuation in win rate, soaring from 28% an hour ago to the current 91% (a fluctuation of 63%). Please note the impact of related breaking news.

According to Law360, the cryptocurrency asset theft case involving Uranium Finance has begun trial in the U.S. District Court for the Southern District of New York.Prosecutors allege that Maryland cybersecurity consultant Jonathan Spalletta exploited a vulnerability in the protocol's smart contract to launch an attack in 2021, during which approximately $53.3 million was transferred from 26 liquidity pools in a second attack, leading to the protocol ceasing operations. The statements related to this are allegations by the prosecution and not a conclusion of guilt.

Zcash founder Zooko posted that Zcash has issued over 8 million dollars in retroactive grants this round, with millions of dollars awarded to those who contributed to protecting all users during this year's AI vulnerability crisis.The more significant meaning of this funding is that Zcash once again proves that its self-funding and self-governance system is sustainable, resistant to capture, and capable of continuous evolution. Zcash will conduct multiple rounds of similar funding every year in the future while continuously improving the mechanism.

According to The Block, Base has completed its third mainnet upgrade, Cobalt. The core of this upgrade is the Validity Transactions conditional transaction feature, allowing users to submit transactions with conditions that must be met before they are packaged on-chain; if the conditions are not met, the transaction will never be included.Base stated that this API is part of a neutral infrastructure, allowing advanced traders to keep their submissions confidential before they are finalized.Cobalt also enhances the B20 token standard launched with the Beryl upgrade in June, adding three new features. Composite Policies allow asset issuers to combine existing whitelists and blacklists using "or" and "and" logic, without the need to duplicate lists or maintain off-chain synchronization.The Schedule Multiplier upgrade aligns with the ERC-8056 standard, supporting issuers in changing the display method of asset balances, which can be used in scenarios such as stock splits.Base also revealed plans to shorten block time from 2 seconds to 200 milliseconds in the coming months, implement native smart accounts at the protocol layer, support Gas payment and transaction batching, and introduce some EVM improvements from the Ethereum Glamsterdam upgrade.

According to GlobeNewswire, Grayscale's Zcash ETF (ZCSH) announced that it has completed the previously announced "3-for-1" share split, which took effect before the opening of the U.S. stock market, and the fund shares will trade based on the split-adjusted basis from that day onward.Grayscale stated that shareholders registered as of the close on September 28 will receive an additional 2 shares for every 1 share of ZCSH held before the split, meaning each share before the split will convert into 3 shares after the split. This split will not change the total value of shareholders' investments, and the net asset value (NAV) per share will be adjusted to approximately one-third of the pre-split amount.After the split, ZCSH continues to trade on NYSE Arca, with the trading code and CUSIP number remaining unchanged.

Asian stock markets are expected to have a volatile start on the first trading day of October, as fluctuations in Wall Street erased gains from lower-than-expected U.S. inflation data. Chris Osmond, Chief Investment Officer of Fifth Third Wealth Advisors, stated that economic growth in the second quarter was stronger than expected, consumer spending remained robust, the job market rebounded in September, and the Fed's preferred inflation indicator was below expectations, reducing the likelihood of an interest rate hike in October.

According to Al Arabiya TV, the Iraqi Hezbollah announced that with the end of the coalition mission, all military operations will be suspended starting today, and negotiations will begin regarding the issue of weapons.

According to Onchain Lens monitoring, a certain whale currently holds long positions in LIT and HYPE worth 41 million USD, with unrealized profits of approximately 9.25 million USD, including:4.9 million LIT long positions: unrealized profit of 6.46 million USD, held for more than 78 days;200,000 HYPE long positions: unrealized profit of 2.73 million USD, held for more than 418 days.The cumulative profit and loss for this whale is a profit of 8.68 million USD.

According to monitoring by Catcher Predict, in the market prediction on Polymarket for the event "Valorant: Team Vitality vs LOUD - VCT Championship Group B", the option "Team Vitality" in the sub-market "Map 2 Winner" has experienced a dramatic fluctuation in win rate, soaring from 46.5% an hour ago to the current 71.5% (a fluctuation of 25%). Please note the impact of related breaking news.

According to Gate's latest institutional weekly report, from September 21 to 27, the decline in oil prices and the easing of trade risks provided some support for U.S. stocks and crypto assets. However, the yield on the U.S. 10-year Treasury bond broke above 5%, and the high interest rate environment continues to put pressure on the valuations of risk assets. In terms of capital, the weekly net inflows for BTC and ETH ETFs were approximately $2.386 billion and $690 million, respectively, while the supply of stablecoins increased by about $1.59 billion, indicating a rebound in institutional capital and on-chain liquidity.The market trading structure remains differentiated. The weekly trading volume on Gate TradFi is about $100 billion, maintaining a high level overall; on-chain funds are further concentrated in structural opportunities such as USDC and SOL LST. In the derivatives sector, BTC rose 4.06% weekly, but the open interest across exchanges decreased by 12.81%, with funding rates turning negative temporarily, and options open interest significantly contracting, indicating signs of deleveraging in the market as prices rebound.Against the backdrop of continuous changes in capital flows and market structure, Gate institutions are continuously improving the multi-asset trading system, covering spot, contracts, stocks, ETFs, options, and other TradFi assets. They are also promoting API trading, cross-platform execution, and settlement collaboration based on infrastructures like OES and CrossEx, providing support for institutions to participate in cross-market trading and diversified asset allocation.

According to "Du Jia" reported on September 30, ByteDance's Doubao has named its AI personal assistant product "Xiao Dou" and plans to launch an independent app version. This name was confirmed during this summer and is currently still in the internal testing phase, with the final external version possibly subject to adjustments. Sina Technology reported on September 29 that Doubao is accelerating the implementation of personal assistant direction products, planning to deeply integrate the exploration project codenamed "Spell" with Doubao's existing products, with the new product expected to be launched externally relatively quickly. As of the time of publication, Doubao has not responded.From the perspective of the domestic Personal Agent track, Xiao Dou is a part of ByteDance completing the track. The main Doubao app is responsible for general conversations, Doubao Work is aimed at enterprise office use, and Xiao Dou targets consumer-level personal assistants. Previously, it was reported that Tencent was secretly developing Handy Bot, and Alibaba's Qianwen team also proposed creating users' own Personal Agents. Currently, there are no mature mass-produced resident personal agent products in the domestic market, with most still in internal testing or gray preparation stages.

The voting results of the Zcash third quarter token holder directed retroactive funding program show that both bounty proposals for Orchard fake currency vulnerability discoverer Taylor Hornby have been approved.One is for the $750,000 vulnerability bounty he applied for, and the other is a $750,000 additional bonus nominated by community members, totaling $1.5 million. The funded recipients will still need to complete the KYC and fund disbursement process.

On September 29, 2026, the Anthropic Frontier Red Team published a research article authored by Andrew Fasano, Marius Fleischer, Cole McFaul, Robert Xiao, and Tripp Gallagher. The article states that about five months ago, Anthropic released the Claude Mythos Preview through Project Glasswing in a limited manner, as it can autonomously construct end-to-end exploit capabilities; trusted defenders discovered over 10,000 vulnerabilities in critical software based on this, and similar capabilities have now spread to other models.The article mentions that the GLM-5.3 developed by ZhiPu AI (known overseas as Z.ai) is similar to the Claude Mythos Preview, possessing strong autonomous end-to-end exploit development capabilities, but it is released with open weights and lacks meaningful abuse restrictions. In simulated tests, the success rate of bypassing GLM-5.3 defenses using simple methods was about 64% to 100%, while the same methods failed to make the protected Claude model perform harmful tasks; these capabilities can also be used by defenders to strengthen systems.On September 17, 2026, the National Institute of Standards and Technology's Artificial Intelligence Standards and Innovation Center assessed that GLM-5.3 is currently the most powerful open-weight model in terms of network capabilities, lagging behind the U.S. frontier by about four months in its network benchmarks, and Anthropic stated that the capability conclusions are generally consistent.

Satellite communication infrastructure company Space Network has signed a binding pre-purchase agreement worth $50 million with Philippine infrastructure company HQ Company International Holdings to provide satellite connectivity to the Philippines through the low Earth orbit satellite network Freeport. The signing ceremony was held at SKY 31 in Seoul, attended by Space Network CEO Tae Lim Oh and HQ Company CEO Yongsoo Samuel Cho.According to the agreement, Space Network will provide access to the Freeport network, technical hardware, software, and ongoing engineering support, while HQ Company will be responsible for local sales, customer acquisition, spectrum authorization, and regional service implementation. Cho is the son-in-law of former Philippine President Fidel V. Ramos and has long been engaged in cross-border investment and infrastructure business in the Philippines. This agreement adds to the $100 million agreement signed by Space Network with Vietnam's DETI Technology in June 2026, bringing the total commercial pre-purchase amount to $150 million.Freeport is built and operated by Space Network, currently featuring 4 low Earth orbit satellites, with plans to expand to approximately 230 satellites by the time commercial services launch in 2029. Operators can purchase regional capacity and build their own services on the open network, with nodes settling through on-chain contracts. The related project Spacecoin combines blockchain protocols with low Earth orbit satellites for service pricing and payments within the network.

Hyperliquid has now launched the Bitcoin Implied Volatility Index Contract (BVIV), supporting up to 5x leverage, deployed by Markets.xyz.