bling

CryptoQuant analyst Axel Adler Jr. stated that in the past 30 days, Bitcoin's realized market capitalization grew by 1.2% (approximately 12.8 billion USD), reaching 1.079 trillion USD on October 2. Compared to a growth rate of 0.66% a month ago, its growth rate has doubled.

According to the Financial Times of the UK, the artificial intelligence voice startup ElevenLabs has doubled its valuation to 22 billion dollars.

a16z crypto stated that one of the core values of blockchain is "creating entirely new markets." By enabling permissionless issuance and global distribution, it breaks through the long-standing limitations of traditional financial markets, which are constrained by listing committees, legal frameworks, and geographic segmentation, allowing market supply to better match global potential demand.a16z crypto believes that almost all representative markets in the crypto industry benefit from this mechanism, ranging from perpetual contracts, spot DEX, prediction markets to lending, meme coins, NFTs, and the tokenization of real-world assets. Among these, perpetual contracts are the most direct manifestation of this trend. In July of this year, the on-chain RWA perpetual contract trading volume reached an annualized scale of $1.4 trillion, accounting for about half of Hyperliquid's trading volume. With mechanisms like HIP-3 and HIP-4 lowering market issuance thresholds, a16z crypto expects that on-chain markets will continue to expand into commodities, foreign exchange, indices, 24/7 stock exposure, as well as risk assets such as CPI, computing power, music, social trends, and sports, which previously lacked mature financial expressions.

According to Bloomberg, the New York State government has filed a lawsuit accusing the prediction market platform Polymarket of operating an illegal gambling business. Specific allegations in the lawsuit and the remedies sought by New York State have not yet disclosed further details.

According to Chainwire, the crypto travel booking platform Travala and AVA Foundation announced a matching buyback arrangement. Travala will fund the buyback independently and in addition to the existing rewards supplementary buyback from AVA Foundation, increasing the monthly open market buyback amount from 1 times the member rewards to 2 times. The matched AVA purchased will be transferred to a new Travala AVA strategic reserve wallet, which is multi-sig custodial, and Travala commits that the AVA in it will never be sold or transferred out.Under the existing mechanism, AVA Foundation repurchases an amount of AVA each month equivalent to the amount of AVA distributed to AVA Smart members in the previous month and transfers it back to the ecological incentive wallet, with a historical total of 4,824,722 AVA repurchased. The first matched buyback has been completed: the Foundation repurchased 369,881.04 AVA in September, corresponding to the member rewards in August; Travala independently matched and purchased another 369,881.04 AVA, totaling 739,762.08 AVA. The Travala portion has been transferred to address 0x7bed1889c21d9eb3560463c14cd74fe29f2d03b6, and both buybacks can be verified on-chain separately.The AVA transferred to this wallet is permanently locked, with the monthly portion removed from the circulating supply and excluded from the official circulating supply through the AVA circulating supply interface. Travala will submit the reserve wallet address to CoinMarketCap and CoinGecko, and both parties will publicly report the numbers of the two buybacks each month.

According to Bloomberg, the AI startup Manus founded in China plans to complete approximately $500 million in financing, with its valuation expected to double to $4 billion. This is the company's first round of financing since Beijing requested it to split from Meta Platforms, and the related transaction is expected to be completed soon.Insiders say that negotiations are still ongoing, and the terms of the deal may change. After this round of financing is completed, Manus, a pioneer in the field of agent AI, will become the highest-valued startup in this sector in China. Existing investors include Tencent, HSG, and ZhenFund. Representatives from Manus, Tencent, HSG, and ZhenFund declined to comment.

According to Bitcoin News monitoring, JAN3 stated that its newly launched exchange infrastructure Indra experienced a denial-of-service attack, and the team temporarily disabled forward exchanges during the investigation. Ongoing exchanges may experience delays.Indra, developed by JAN3, aims to replace Boltz in Aqua, allowing users to transfer Bitcoin between Lightning and Liquid, but Liquid anchoring operations are still restricted.

According to monitoring by Solid Intel, Robinhood Chain's daily transaction fees reached a record high of 6 million dollars, weekly transaction fees increased 17 times to 25 million dollars, and DEX trading volume doubled to 12.4 billion dollars.

The latest report from the Bitcoin Policy Institute shows that due to the Iran conflict, the annual blockchain transaction volume in the Middle East and North Africa is expected to reach $350 billion in 2025-2026, more than three times the approximately $100 billion in 2022. The report points out that regional conflicts typically accelerate capital outflows, but the Iran conflict presents a different dynamic: an increasing amount of capital is shifting towards digital assets, highlighting the growing role of cryptocurrencies (especially Bitcoin) as a hedge against economic and geopolitical uncertainty.The report states that after the outbreak of the conflict, Bitcoin initially fell in sync with other risk assets, but then investors shifted from higher-risk cryptocurrencies to Bitcoin, raising its market capitalization share to a one-month high of 64.8%. In countries like Egypt, Turkey, Lebanon, and Iran, due to currency devaluation, more people are increasingly using Bitcoin and dollar-pegged stablecoins to preserve value. Meanwhile, Gulf countries like the UAE and Bahrain are attracting crypto firms and institutional investors by establishing regulatory frameworks.Chainalysis data also shows that after the US-Israel airstrikes from February 28 to March 2, approximately $10.3 million left Iranian crypto exchanges. The report believes that in countries suffering from sanctions, conflict, or currency instability, cryptocurrencies have become tools for preserving and transferring value outside the traditional financial system, while regulated Gulf markets continue to attract institutional capital.

The cryptocurrency exchange Gate has launched an on-chain trading product called "Gold Dog," covering multiple public chains such as Robinhood, SOL, ETH, Gate Layer, BSC, Base, SUI, ARB, World Chain, AVAX, Polygon, LINEA, ZK, OP, and Berachain, supporting on-chain assets like Meme and small tokens.The buying and selling fees for this product are both 0.5%. Users trading Robinhood Chain on-chain assets can enjoy a limited-time exemption from network fees. Users can directly use their Gate account assets for on-chain trading without the need to create or connect a wallet, frequently transfer assets, or switch networks, and can check real-time market data and K-line charts through token names or contract addresses."Gold Dog" will also support features such as Callout rankings, KOL rankings, and active account displays.

On September 1, Anthropic released Claude Fable 5.1 and Claude Mythos 5.1, marking the first update to this model series since the launch of Fable 5 on June 9. Anthropic claims that the new models are the most advanced for programming and knowledge work. In the Terminal-Bench-Science 0.1 benchmark, Fable 5.1 recorded a pass rate of 52.6%, more than doubling Fable 5's 24.7% and surpassing Opus 5's 29%; in Terminal-Bench 4, Fable 5.1 scored 55.8%, higher than Fable 5's 42% and Opus 5's 52.3%.Fable 5.1 and Mythos 5.1 share the same underlying model, differing only in their safety filters. Fable 5.1 is available to all Claude accounts, while Mythos 5.1 remains restricted to professionals vetted through Anthropic's network security verification program and life sciences verification program. In terms of pricing, Fable 5.1 charges $10 per million tokens for input and $50 for output, which is double that of Opus 5. Cache read costs have decreased by 75%, and typical workload costs can drop by about 25%, with high agentic workloads decreasing by up to 45%.

According to official news, Etherscan has officially released a new toolkit for AI, allowing developers and agents to directly access reliable on-chain data that is the same as that on the Etherscan website.The toolkit covers more than 60 EVM-compatible chains and provides structured, certified real-time data access capabilities for AI agents through three methods: MCP, CLI, and Skills.Among them, Etherscan MCP supports mainstream programming agents like Claude and Codex to query on-chain information in natural language; the CLI tool can output clean JSON, table, or CSV results in the terminal and is equipped with an interactive interface; the Skills module includes professional skills such as Orchestrator, contract review, transaction debugging, and workflow orchestration, helping agents efficiently complete complex tasks.Etherscan stated that these tools are designed to lower the barriers for AI to interact with blockchain data, allowing developers to quickly get started by directly pointing to the official documentation, while also welcoming user feedback on their experience or sharing innovative applications built using these tools.

Solana validators have voted to approve the "Dual Deflation" proposal numbered SGP-0002, increasing the network's annual deflation rate from 15% to 30%, while maintaining a long-term inflation target of 1.5%. According to the final voting results, the proposal received 67% support, 25.16% opposed, and 7.84% abstained, with a participation rate of 60.7%. The new plan is expected to bring SOL to a terminal inflation rate of 1.5% in about 2.8 years, while the original plan would take approximately 5.7 years, with an expected reduction of about 18.9 million SOL issued over the next six years.This vote marks Solana's first binding governance process, which also approved the proposed Solana Constitution while rejecting another proposal regarding resource and inclusion fees. The positions of major participants have diverged: the largest voter, Figment, holding 17.1 million SOL, cast all opposing votes, while Helius and Jupiter overwhelmingly supported it. The U.S. exchange Kraken briefly cast an opposing vote at 12:33 UTC during the voting process, causing the support rate to dip below the threshold, but ultimately over 90% of its approximately 8.9 million SOL voting position turned to support.Meanwhile, Bitwise's Solana ETF has surpassed $1 billion in assets under management, becoming the first Solana ETF to reach this milestone. According to Bloomberg ETF analyst Eric Balchunas, U.S. Solana ETFs have seen a cumulative net inflow of about $1.7 billion since their launch, with almost no sustained outflows.

Crypto analyst Ali Charts posted on platform X that Bitcoin's current trend is highly similar to the bottoming pattern in 2023. In 2023, Bitcoin broke the downward trend and tested the previous high in August, then retraced to around $20,000 before starting to rise.It seems that a similar structure is forming now, with a key observation level near $83,000 around the high in May 2026.

IREN's revenue for the fourth quarter of fiscal year 2026 was $137.2 million, which was basically in line with expectations; adjusted EBITDA was $19.2 million, about 53% lower than expected. AI cloud service revenue increased from $33.6 million to $70.5 million quarter-over-quarter, while Bitcoin mining revenue decreased from $111.2 million to $66.7 million.The company currently operates an ARR of approximately $1 billion, with capacity for 2026 nearly sold out, corresponding to a contracted ARR of about $4 billion, and has signed a multi-year contract with a frontier AI lab. Recently, the three-year contract revenue per IT MW exceeded $20 million, with some negotiation prices around $25 million.IREN plans to increase its cumulative IT capacity from approximately 0.3GW in 2026 to about 0.8GW in 2027; existing cash, committed GPU financing, and customer prepayments total approximately $14 billion.

According to on-chain analyst Ai Yi (@ai_9684xtpa), the mysterious entity "7 siblings" has sold a total of 26,265.2 ETH since August 21, worth approximately 62.47 million USD.This entity last built its position a week ago (just before this round of surge), buying 2,179.22 ETH at an average price of 1,852 USD (about 4.03 million USD), continuing its consistent operational style of "buying the dip during crashes and selling during price increases." Currently, the total value of ETH held in its on-chain wallet exceeds 768 million USD.

According to on-chain analyst Ai Yi's monitoring, 7 siblings (0x28a...A6b0) have cumulatively sold 26,300 ETH since August 21, worth 62.47 million USD.The entity's latest position was established a week ago, just before the price increase, and currently holds ETH worth over 768 million USD.

HTX global advisor Sun Yuchen stated that HTX has officially upgraded its security architecture in response to the community's demand for stronger security guarantees, claiming to keep user assets 100% SAFU. The upgrade includes enabling a multi-address withdrawal system, with hot wallet assets distributed across multiple addresses; withdrawal addresses are automatically rotated regularly, with old addresses immediately deactivated and no longer controlled after new addresses are activated; single address risk exposure has been minimized.Sun Yuchen mentioned that even in the event of extreme security incidents, the potential loss limit is below $1 million, fully covered by an insurance fund, and users will not lose any funds. He also reminded that withdrawal addresses will be changed regularly as part of normal security mechanisms, and users must verify the actual on-chain receipt situation. HTX stated that it will take every user feedback and every bit of user assets seriously.

According to on-chain analyst Yu Jin's monitoring, a whale/institution named "7 Siblings" bought after ETH dropped more than 10% in a short period and sold after it rose more than 10% in a short period. In February and June of this year, after ETH experienced declines of over 10% on two occasions, this whale/institution made purchases, with the buying price in June being $1789.In the last day and a half, ETH rose over 20%, and 7 Siblings (0x28a...a6b) began to sell; in the past 6 hours, they sold 9,000 ETH, exchanging it for 21.04 million USDT, at an average price of $2338.