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Renowned trader Killa stated that he expects Bitcoin's peak this year to reach $97,000, with most of the year remaining below this price level in a range-bound market. Killa indicated that the key short-term levels for Bitcoin are between $80K and $83K. If it falls below this range, the next potential area could be $74K to $77K. This could likely be the last capitulation bottom before a push towards $97K.However, if the strength continues, the pullback may be much shallower, possibly only down to the low of $80K, followed by the next wave of increase. Killa, as a quantitative trader focused on BTC, predicted the peak of this bull market in May 2025 and has over 200,000 followers on the X platform. In mid-April, he shorted Bitcoin at $74,688 and switched to long during the market-wide decline on June 5.

According to the official announcement, Binance has announced that due to its partner brokerage's system upgrade, stock trading on the Binance platform will be temporarily suspended.During this period, users will not be able to place stock trades. The system upgrade window is from October 3, 2026, 19:00 to 20:00.

HL HUB (Community) posted on platform X that Hyperliquid expects to receive its first AQAv2 reserve yield distribution tomorrow. Approximately $14.5 million in passive income generated from USDC reserves will flow into the Assistance Fund for the purpose of repurchasing HYPE.It is reported that the revenue sharing mechanism of AQAv2 stipulates that Hyperliquid stablecoin deployers must allocate 90% of the reserve income from the stablecoin to the Hyperliquid protocol, and these earnings will be used 100% for the repurchase and destruction of HYPE tokens.The stablecoin reserve income distribution is settled on a 30-day cycle, and the income will automatically transfer to the Assistance Fund on the 8th day after the cycle ends. The formal revenue accrual will begin on August 26, and the first income payment will occur on October 3.

Renowned trader Killa stated that the current Bitcoin trend has clearly shifted, yet we are still at the peak stage of the "market skepticism bull market."In the 2023 bull market, if one went long every time there was a sweep below the "established low" (meaning a low that has been confirmed by the market and has shown support), the price only dropped a maximum of 8% below that low; in some cases, it only dropped 4-5% before immediately rebounding.Our current "established low" is 82.5K; based on historical performance, the expected downward deviation will be very small. Killa, as a quantitative trader focused on BTC, predicted the peak of this bull market in May 2025 and has over 200,000 followers on platform X. In mid-April, he shorted Bitcoin at 74,688 USD and turned to long during the market-wide decline on June 5.

Variant Fund investment partner Alana Levin stated in her market thoughts for Q4 2026 that the bottom of the crypto market likely occurred at some point in July. She wrote in early July that the bottom seemed close, with Bitcoin at $59,000, Ethereum at $1,600, and ZEC at $420. She mentioned that the question has shifted to whether the bull market is genuinely starting or if it's a false rally, and which projects will benefit the most in the early bull market, assuming the market is in the early stages of a new crypto bull market.Levin indicated that the increasingly formed consensus is that marginal funds are most likely to flow into value storage protocols as currency and protocols that can generate income. She believes Bitcoin is the dominant asset for digital value storage currently, while other competing assets may be valued based on their market capitalization relative to Bitcoin's market cap and its changes. For income-generating protocols, she expects investors to examine whether the income comes from crypto-native activities (like Pump) or traditional financial activities (like Hyperliquid), whether it persists during market downturns, and profit margins; projects with exposure to real-world assets and stablecoin growth, which are expected to attract institutional users and are still led by founders after surviving a bear market, are more likely to achieve higher multiples.She also categorized on-chain projects that can benchmark against non-crypto businesses as a third category, believing that most belong to narrative trading rather than long-term investment. Themes include routing, reasoning, computing power, data collection, and interface-related directions in artificial intelligence, and she is skeptical about whether most scenarios require blockchain; if such projects significantly outperform, she would view it as a signal of nearing the top.

MetaMask has released a follow-up statement regarding the previously disclosed infrastructure security incidents, stating that the team is continuously conducting investigations and addressing the issues.MetaMask stated that to ensure user safety, it has collaborated with relevant partners to take preventive measures and is currently withdrawing the affected validator nodes from its non-custodial staking business. According to the investigation results so far, there is no indication that MetaMask wallets or customer funds have been affected.This morning, part of the infrastructure of MetaMask's non-custodial staking business encountered a security incident. As a precaution, the validators operating on Lido have begun to withdraw.

Bitmine Chairman Tom Lee stated that Ethereum DAT currently holds 7% of the ETH supply, and this proportion may rise to 15% during this cycle.

According to The Block citing the Financial Times, EU regulators are questioning Binance's use of legal exemptions to continue providing services to EU customers after failing to obtain a MiCA license.Binance stated that the company complies with applicable regulatory requirements in the jurisdictions where it operates and is working towards obtaining MiCA authorization.

Coreweave stated that, from the customer's perspective, NVIDIA chips are currently the best choice.

According to the official announcement from Sumitomo Mitsui Trust Bank, Sumitomo Mitsui Trust Bank will acquire all shares of Japan Digital Asset Trust Establishment Co., Ltd. (JADAT) held by Bitbank on October 1, 2026, making it a wholly-owned subsidiary.The Sumitomo Mitsui Trust Group has identified the digital asset market as an important growth area, believing that highly reliable asset management and custody functions are highly compatible with its trust business. After becoming a wholly-owned subsidiary, JADAT will accelerate the procedures for management trust registration, striving to officially launch digital asset-related businesses as soon as possible.

According to CBS Atlanta, a 35-year-old woman from Stone Mountain, Georgia, named Mercedes Henry, a former universal bank employee at Ameris Bank, has been accused of unauthorized linking of six customers' bank accounts to the cryptocurrency trading platform Coinbase between September and November 2021, and in collusion with others, transferring approximately $931,000 into a Coinbase account under her control.A federal grand jury has charged her with multiple counts of bank fraud, access device fraud, and bribery. Henry was arrested on September 25 and appeared in court, and the case is still under investigation by the FBI.

According to The Block, Bitmine Chairman Tom Lee stated at the 2026 Korea Blockchain Week that the upcoming bull market could become the largest cycle to date.

Tibo from the OpenAI Codex team posted on X that the team will reopen the $200 Pro subscription to new users tomorrow and adjust the usage calculation method for the plan. According to his calculations, the adjusted subscription's corresponding API expenditure will be equivalent to half of the old $200 Pro plan.Tibo stated that the team does not wish to compromise in other ways and promised not to restore the 5-hour usage limit, allowing users to use their weekly quota as needed. He also mentioned that subscriptions should allow users to accomplish more work and achieve higher quality with the same expenditure as model efficiency improves and API prices decrease. This week, the team has reduced the prices of GPT-6 Sol and GPT-6 Luna to 50% of their previous prices and intends to continue lowering prices and enhancing capabilities, rather than raising API prices and then offering discounts.Tibo also revealed that tomorrow, several content items that do not consume usage quotas will be added to the subscription, but specific items have not yet been disclosed. He stated that this advance notice of the adjustment in the calculation method is to inform users of this change before subsequent announcements related to the subscription.

David George, a general partner at a16z, stated that OpenAI understands a rare but important thing: the purpose of a business is to create customers. He believes that OpenAI will not win solely due to model, chip, cost performance, or product leadership, but because it excels at creating new types of customers and has a more sustainable distribution strategy.David George indicated that in the context where intelligent services are widely available, the key is whether new usage behaviors can be awakened and distribution won. He summarized the leverage for building cutting-edge large-scale AI businesses as creating new behaviors, reaching a large number of users, pricing to capture value, and increasing conversion costs, and he believes that the last two are difficult to form long-term advantages; competition ultimately depends on the first two.The article also mentioned that OpenAI has found seemingly simple breakthroughs in areas such as chat interfaces, reasoning, tool invocation, and Computer Use multiple times, and is building long-term distribution in a platform manner. David George stated that OpenAI has a broad user base covering consumers, professional users, and enterprises, as well as the ability to deeply understand its own technology stack, thus being better positioned to discover reusable new patterns and foundational capabilities.

On Monday, the oracle network Chainlink released the cross-chain interoperability protocol CCIP 2, making significant upgrades to its communication and cross-chain bridge infrastructure. The new version allows enterprises to add their own security verification checks on top of Chainlink's default network of 16 independent node operators. Enterprises can run their own validators or hire external service providers such as Infosys and Nethermind. Chainlink stated that users should not be forced to become "cross-chain security infrastructure experts."This upgrade comes about five months after the Kelp DAO was hacked in April of this year. The attackers are reportedly linked to the North Korean Lazarus group, stealing approximately $292 million in rsETH by deceiving the single validator relied upon by the Kelp cross-chain bridge, which operates on LayerZero. LayerZero blamed Kelp for using only a single validator, while Kelp stated that LayerZero employees had reviewed its setup and raised no objections. Kelp subsequently announced that it would migrate rsETH to Chainlink.The upgrade also adjusts the security mechanism that Chainlink had previously heavily promoted; its risk management network will no longer operate as an independent review node, with such independent checks now provided by optional validators. This means that users who have not added any validators currently rely on a single validation network, whereas previously they relied on two. Existing Chainlink users have been automatically migrated to the new version, but the company has not disclosed which institutions are using the new validators, only stating that Aave and Maple have begun adopting other features of the upgrade.

Tom Lee, Chairman of Bitmine, stated that artificial intelligence and the cryptocurrency industry are gradually merging, with tokenization and AI agents likely becoming the two main driving forces of the next cryptocurrency market cycle.Tom Lee mentioned that BlackRock expects more assets to be tokenized, and financial settlement infrastructure is increasingly being built on cryptocurrency networks. Some fintech companies, such as Revolut, have already begun to build related businesses based on Ethereum. He also stated that AI is driving the formation of the digital economy, while cryptocurrencies provide the digital currency and blockchain infrastructure needed to support this economic system.

PAID Official Announcement: Currently, the token creator fee automatic distribution tool has successfully distributed 1.44 million dollars to Xmoney users. Paid previously launched the token issuance feature on Pons on the 19th. The official statement claims that 80% of the fees will be sent to X users via X Money, while 20% will be converted to SOL for repurchasing PAID tokens. Issuers can send fees through X Money by adding their X Handle in the project text description. Additionally, celebrities on X can receive fund distributions through X Money without needing to register for Paid or give consent.According to market news, the market capitalization of PAID on Solana has now surpassed 40 million dollars, with a 24-hour increase of over 360%, and a trading volume of 32.8 million dollars during the same period. Furthermore, on-chain data shows that Frank DeGods, the founder of DeGods, bought PAID approximately four days ago, investing around 145,000 to 169,000 dollars and holding tens of millions of tokens. The price of related tokens is highly volatile, and investment should be approached with caution.

Cosmos Labs disclosed that on September 22, Neutron encountered a governance attack that led to the theft of liquidity from protocols such as Astroport, with approximately 1.73 million ATOM subsequently transferred by the attacker to Cosmos Hub. The Cosmos Hub itself was not attacked, and user funds were not affected. To prevent the stolen ATOM from being transferred out, Hub validators temporarily paused the network for about 24.5 hours and resumed block production on September 23 based on the patched Gaia v28.3.0.Cosmos Labs stated that during the pause, 1.227 million ATOM remained in the attacker's Hub address. When the network was restored, these were transferred to a 4/6 multi-signature address composed of Nansen, Keplr, Enigma, Silknodes, Kiln, and Polkachu through a one-time change. Previously, about 500,000 ATOM had been exchanged for ETH via THORChain and could not be recovered; another 169,000 ATOM entered the attacker's address after the network was restored due to THORChain refunds and were sold after being transferred to Osmosis. The current multi-signature address holds approximately 1.227 million ATOM, which can only be returned after authorization from a Cosmos Hub governance proposal. The related funds will not be staked, lent, or traded. The Neutron team expects to submit a recovery plan and related governance proposals next week.

Bitget TradFi Chief Growth Officer Xie Jiayin issued an update on the platform's security incident, stating that the withdrawal time will be announced before noon tomorrow. The security team has identified the hacker's attack path and methods, and has grasped the details of how the attacker bypassed security measures, coming very close to tracing the source of the attack. The incident investigation by third-party security teams Mandiant and SlowMist is still ongoing, with a detailed report pending from the security team.On-chain tracking confirms that approximately $387.5 million has been transferred to the hacker's address, previously estimated at $351.6 million. This revision includes ZEC and TRX, and no other unauthorized transfers have been found. Xie Jiayin stated that the stolen funds at the platform level will be fully covered by the Bitget User Protection Fund, ensuring that user assets are not subject to any losses.Bitget has officially launched a fund recovery bounty program, offering a 5% bounty for voluntarily freezing the attacker’s funds and a 5% bounty for voluntarily recovering funds. The bounty also applies to assistance already provided. The platform has published the attacker's address, a real-time tracking dashboard, and a submission portal, with relevant information also available for submission through Bybit's Lazarus bounty platform.

Ondo Finance has launched a new category of on-chain products, Ondo Intelligent Portfolios, which presents curated investment portfolios through a single transferable on-chain token. The first three portfolio tokens are constructed based on BlackRock's customized portfolio strategies for Ondo, allowing qualified investors in eligible jurisdictions outside the United States to gain relevant economic exposure through a single token.Traditionally, diversified, professionally constructed investment strategies typically required access through brokerage accounts and traditional fund structures. Now, these portfolios can be accessed through peer-to-peer transferable tokens issued by Ondo, available in users' existing wallets, exchanges, and DeFi applications, and support automatic rebalancing via smart contracts, programmable integration with the broader on-chain economy, and the combination of multiple asset classes within a single token.The three strategies are BLKHIon (High Yield), BLKDIGon (Diversified Growth), and BLKGRWon (High Growth). Holding the tokens provides economic exposure to the underlying asset baskets; each product is issued by Ondo Global Markets and tokenized by Ondo Finance. Investors only need to mint or redeem a single token to hold tokenized assets with weighted allocations, with positions, weights, and rebalancing visible on-chain in real-time.Lisa O'Connor, Head of Global Model Portfolio Solutions at BlackRock Multi-Asset Strategies, and Co-Chief Investment Officer of Global Solutions, stated that tokenization provides a new digital delivery pathway for portfolio strategies; Ian De Bode, Acting CEO and President of Ondo Finance, mentioned that such portfolios have never appeared on-chain before. Ondo plans to continue expanding this product line in the future.