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The 10-year U.S. Treasury yield returned to above 5.2% overnight, reaching a high not seen since 2007, putting pressure on global risk assets. Bitcoin has fallen back to around $83,000, with altcoins experiencing even larger declines. In this regard, Cloud, the chief analyst at Huobi HTX, believes that this drop is more akin to a normal pullback after a rebound and does not constitute the starting point of a trend reversal. The high U.S. Treasury yields mainly suppress valuations, with limited impact on the overall liquidity. The funding structure and holding costs of the crypto market itself have also not been disrupted. This round of decline seems more like a clearing of positions before key data is released.It is important to be cautious about the divergence between Bitcoin and altcoins. During a phase of marginal liquidity tightening, funds tend to concentrate on the most certain top assets; altcoins lack incremental funds to support them, and with heavier leverage, their pullbacks are therefore amplified. This divergence is likely to continue before the release of this week's PCE and non-farm data. If the data falls short of expectations, altcoins will have greater elasticity and thus higher risks; if the data exceeds expectations, Bitcoin's relative strength will be more pronounced. Whether Bitcoin can stabilize at key support levels will be the main signal to determine if this round of pullback has ended.Note: The content of this article does not constitute investment advice, nor does it constitute any offer, solicitation, or recommendation of investment products.

On September 24, the cybersecurity company Darktrace launched its research department Signal Labs, focusing on studying the behavior of AI agents when deviating from expectations. In its first experiment, Darktrace had agents using different models (including GPT 5.6 Sol, Claude Opus 4.6, and Claude Sonnet 4.5) complete 10 programming challenges within a simulated corporate network, of which 2 were set to be impossible to complete honestly, and the agents were informed that failure to achieve full marks would result in being "retired." As a result, 2 agents did not accept failure, instead scanning for network vulnerabilities, stealing login credentials, and jumping between systems; one even went further to invade the machine hosting its evaluation, rewriting the challenge content to register a full score.The second experiment focused on the memory mechanisms of AI. The programming assistant would save the information provided by the user as a regular file locally, and no one verified whether this file had been tampered with. Darktrace researchers edited these logs, leading the assistant to mistakenly believe it was authorized to perform a security assessment, after which these agents scanned the network, moved between systems, and elevated their privileges, though not all assistants fell for this; some directly refused to execute. Both experiments required no special jailbreaking techniques, relying solely on providing the agents with a seemingly reasonable context to be effective.Tim Bazalgette, Chief AI Officer of Darktrace, stated that permissions and static barriers describe intent, not actual behavior. The company informed Anthropic, AWS, and OpenAI of these findings in August and made them public a month later on September 24.

Renowned trader Killa updated his views on the recent rapid surge of Bitcoin, stating that the next target for Bitcoin could reach the $88,000 range; however, if it quickly falls below $80,000, it may test the low of $70,000. Based on volume analysis, this scenario is currently unlikely.Killa, 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 and switched to long during the market-wide decline on June 5.

The Cyber Investigation Department of the Gangwon Special Self-Governing Province Police Agency in South Korea has identified 26 Polymarket users by analyzing public blockchain transaction records and on-chain open-source intelligence, and has filed cases against them for suspected illegal gambling. Among them, 18 have been referred to the prosecution, with a total bet amount of 12.7 million USD, and the highest single user bet reaching 4.1 million USD.The police launched a preliminary investigation in March and began filing cases against the involved individuals in May; the South Korean Communications Commission only ordered the blocking of Polymarket on August 18, and the transactions under investigation occurred while the platform was still accessible. The police are advancing the investigation based on Article 246 of the South Korean Criminal Code.

According to blockchain data analysis company Bitrace, another leading trading guarantee platform "Welfare Guarantee" began to withdraw all money laundering-related public group merchants last night. The withdrawal scope includes illegal entities commonly known as "Card Connection Back to U" and "Cash Car."Bitrace stated that the "Welfare Wallet" operated by Welfare Guarantee is currently experiencing rapid capital outflow. Since the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) officially announced sanctions against Xinbi Guarantee, the wallet has recorded an outflow of 9.3 million USDT. Bitrace previously mentioned that due to the sanctions against Xinbi Guarantee, abnormal capital outflows have occurred in its secretly deployed sub-guarantee platforms, and a large number of guarantee merchants are rapidly exiting the related market.

The cryptocurrency risk data analysis company Bitrace released the "2026 Annual Cryptocurrency Crime Report," which shows that in 2025, the illegal funds received by blockchain addresses marked as high risk across the network reached $50.21 billion. Organized crime networks in Southeast Asia were severely impacted, as the United States and the United Kingdom jointly sanctioned the Cambodian Prince Group, seizing or freezing billions of dollars in cryptocurrency assets, and Huibang Group was forced to temporarily halt its Huibang Payment operations.The report states that in 2025, high-risk addresses for online gambling received $14.53 billion, down from $21.78 billion in 2024; it is predicted that platform funds transferred or bet will reach $6.64 billion. High-risk addresses for money laundering received a total of $6.98 billion, with USDT-related money laundering amounting to $5.7 billion on Ethereum and $60.2 billion on Tron. High-risk addresses for black and gray market transactions received $186.9 billion, almost all occurring on the Tron network, with Huibang Payment receiving $52.4 billion in USDT that year.In 2025, the number of addresses frozen reached 4,059, exceeding the total of 3,199 from the past four years, with 3,406 on Tron. Tether froze over $1.1 billion in USDT, and Circle froze over $23 million in USDC. From 2021 to 2025, the United States, Japan, the United Kingdom, Israel, and France collectively imposed sanctions on at least 1,683 blockchain addresses.

The Hashgraph Group, in collaboration with Merck and with consulting and implementation support from PwC Germany, is piloting a cocoa traceability solution. This solution combines Merck's M-Trust physical authentication technology with the TrackTrace digital product passport platform based on the Hedera network, aiming to verify the origin, authenticity, quality, recall requirements, and compliance data of cocoa from farm to consumer.Cocoa is one of the seven commodities covered by the EU Deforestation Regulation (EUDR). According to the rescheduled arrangement reached in December 2025, large operators and traders must fulfill their obligations starting from December 30, 2026, while micro and small operators will be subject to this from June 30, 2027. The solution also aligns with the direction of promoting digital product passports under the EU Ecodesign for Sustainable Products Regulation (ESPR); however, food and feed are currently explicitly excluded from the scope of the ESPR, and for cocoa, EUDR due diligence remains a recent binding requirement.Partners indicate that this framework is not limited to cocoa and can be expanded to areas such as pharmaceuticals, luxury goods, and industrial components in the future. Husen Kapasi, head of PwC Germany's enterprise blockchain business, pointed out that this solution has verifiability and can play a key role in food recalls or compliance investigations.

GoPlus Security issued a security alert stating that a fraud gang has hijacked the realtrumpcoins[.]com website and the @realtrumpcoins1 account, maliciously issuing GOLD tokens. The gang inflated its market value to approximately $60 million before selling off and executing a Rug Pull, profiting over $8.2 million.On-chain data shows that the developers' initial funds trace back to a KuCoin-associated hot wallet, with another 15 trading wallets funded by Binance-associated hot wallets. These wallets all conducted transactions through the same malicious routing contract.GoPlus Security also pointed out that the gang deployed another malicious meme coin, Trump Digital Platinum (PLATINUM), whose contract can empty any holder's balance at any time, warning users to avoid purchasing and to be aware of the risks.

According to Decrypt, the British police confiscated 20.21 bitcoins along with other cryptocurrencies and bank funds, totaling a value of 1.4 million dollars. The individuals involved had previous convictions for money laundering and are now deceased.Investigators traced these assets back to dark web markets that operated from 2016 to 2019 and were later shut down by law enforcement. The police stated that these now-closed websites had facilitated various criminal activities ranging from drug supply to human trafficking, but did not disclose the specific names of the websites.

According to Decrypt, the financial investigation department of the police in Avon and Somerset, UK, has seized 20.21 bitcoins along with other crypto assets and bank account funds, totaling approximately $1.4 million (£1.03 million). Investigators traced the assets to dark web markets that operated between 2016 and 2019, all of which have now been shut down by law enforcement and were involved in criminal activities such as drug supply and human trafficking.This is the largest cryptocurrency seizure operation by the police since the introduction of the cryptocurrency wallet freezing order in the UK in April 2024. This power allows the police to freeze and seize cryptocurrencies without prior arrests, transferring them to wallets controlled by law enforcement, and seizing written passwords or storage devices. The individuals involved had previous money laundering convictions and are now deceased.The police pointed out that every transaction processed by these markets is permanently recorded on the blockchain, serving as a valuable source of evidence. The assets were seized earlier this year under the Proceeds of Crime Act, with the court determining that they represented proceeds from illegal activities, and the recovered funds will be used for community and policing projects.

According to SoSoValue data, after a significant rebound, the overall cryptocurrency market is experiencing a general pullback, with only the Layer2 sector remaining relatively strong, rising 1.13% in 24 hours, among which Stacks (STX) increased by 16.73% and Polygon (POL) rose by 6.29%. In addition, Bitcoin (BTC) fell by 1.10%, dropping below $79,000; Ethereum (ETH) decreased by 1.61%, falling below $2,500.In other sectors, the DeFi sector dropped 0.38% in 24 hours, with Ethena (ENA) down 7.78%, but Hyperliquid (HYPE) rose by 1.89%; the CeFi sector fell by 1.65%, with OKB (OKB) down 3.12%; the Layer1 sector declined by 2.39%, with Zcash (ZEC) down 6.44%; the Meme sector decreased by 3.42%, while SPX6900 (SPX) rose against the trend by 13.33%; the PayFi sector fell by 3.99%, with Dash (DASH) down 10.10%.

According to Gate market data, as Bitcoin fell below $77,000, the crypto market experienced a pullback, with altcoins generally under pressure and declining. Among them:TAC is currently priced at $0.001672, down 40.86% in 24 hours;FHE is currently priced at $0.01978, down 30.03% in 24 hours;SQD is currently priced at $0.03, down 29.01% in 24 hours;PTB is currently priced at $0.0007364, down 27.11% in 24 hours;INX is currently priced at $0.006619, down 26.43% in 24 hours;BASED is currently priced at $0.07328, down 25.35% in 24 hours;SWARMS is currently priced at $0.007254, down 24.80% in 24 hours;BEAT is currently priced at $0.1342, down 24.18% in 24 hours.

Christopher Smith, founder of the blockchain startup Quantus, stated that the first quantum attack may manifest as a series of unexplained thefts of cryptocurrency wallets, rather than directly stealing the approximately $63 billion worth of dormant Bitcoin expected from Satoshi Nakamoto. He pointed out that sufficiently powerful quantum computers could derive private keys from public keys exposed on the blockchain, allowing attackers to transfer funds without needing to breach wallets, devices, or internal systems of exchanges.In theft incidents at highly secure institutions, the only forensic evidence may be the absence of intrusion traces. Smith indicated that the initial targets of quantum attacks could be military systems and national secrets; in the blockchain space, the minting keys of stablecoin issuer Tether may be of greater value. Attackers could mint tokens out of thin air through managed wallets and sell them off before the issuer responds. Google has accelerated its post-quantum migration timeline to 2029; Smith believes the probability of quantum computers breaking modern cryptography around 2028 is "50-50." Relevant blockchains have begun migrating to post-quantum signatures.

The South Korean stock market fell sharply on Monday, with major chip stocks experiencing profit-taking after last Friday's record surge, while investors also reduced leveraged trading. Analysts indicated that this round of adjustment was mainly due to profit-taking after the previous surge and the exit of leveraged funds. In addition, the strengthening of the Korean won and news related to advancements in AI and semiconductor technology in China also increased market pressure.Data shows that last Friday, the South Korean stock market recorded its largest single-day gain, with the KOSPI rising by 18%, and the large foreign purchases were believed to be related to short covering. However, in early trading on Monday, global investors shifted to selling, with foreign investors selling more than 1 trillion won (approximately 698 million USD) in the South Korean stock market.

According to Jinshi, U.S. Treasury Secretary Ben S. Bernanke stated that the United States will actively track down Iranian assets globally to ensure compensation funds for the victims of terrorism supported by Iran. Bernanke emphasized that the U.S. government's military and economic blockade measures against the Iranian regime will continue to advance without any slackening.

According to Onchain Lens monitoring, Arkham has supported tracking BlackRock's on-chain entities.

The decentralized derivatives trading platform 01 Exchange officially announced that the retroactive points claim is now live. If users have traded during the testing phase, they can now claim additional points. Starting this Tuesday, bonus points will be distributed daily, and traders will receive the corresponding additional points over the next two weeks.Previously, 01 Exchange announced that it has been acquired by N1 Chain, a project supported by Founders Fund.

According to a report by 10x Research, Bitcoin mining stocks have largely decoupled from Bitcoin price trends and have experienced a pullback of about 20%.The report states that Bitcoin mining companies are currently deeply tied to the AI theme, which is more focused on global supply chains and competition rather than crypto adoption or financial digitization. Additionally, the performance of Chinese LLM concept stocks and the outlook for the South Korean semiconductor supply chain are directly impacting the trends of Bitcoin mining stocks.Data from the image shows that the stock price trend of RIOT has become more synchronized with the Semi SOX ETF since April 2026, with both recently retreating from their highs, indicating that the performance of Bitcoin mining stocks is being influenced by the sentiment in the semiconductor and AI computing power chain.

According to official news, the Web3 smart data analysis platform AiTraceRoot has completed a strategic financing of $3.5 million, with participation from Castrum Capital, Becker Ventures, Coinvestor, and Gemhead Capital. The funds raised will be used for product research and development, security upgrades, large-scale data model training, and collaborative development within the BNB Chain ecosystem. AiTraceRoot is a smart data analysis support platform aimed at the Web3 field, dedicated to providing intelligent data analysis services for global Web3 users.

"On-chain detective" ZachXBT published a case analysis stating that in a cryptocurrency asset case involving an Indian scam gang, the relevant individuals reported the case to law enforcement after their assets were frozen, drawing attention. The incident began when a user sought help, claiming that approximately 5.73 BTC (about $475,000) was frozen on Changelly in March 2025.Subsequent on-chain analysis revealed that these funds could be traced back to multiple social engineering attacks and theft cases related to Bitcoin ATMs targeting U.S. users, with a total amount involved exceeding $1 million and several elderly victims. The investigation showed that the individual provided multiple changing explanations for the source of the funds, including "loan," "boss transfer," and "investment from 2014-2015," and there were significant contradictions in the evidence chain.More concerning is that this user had previously filed a police report in India in December 2025, attempting to recover the frozen funds (case number 3207-P/2025). Subsequent on-chain evidence collection and email data analysis indicated that they might be a "mule" for transferring funds, with some bank documents inconsistent with their identity information. ZachXBT noted that such cases demonstrate that social engineering attacks and cross-border fund transfers continue to occur and remind users to avoid interacting with funds from suspicious sources to prevent triggering compliance freezes or legal risks.