despread

Founder of Strategy Michael Saylor stated: The digital asset industry is better off with supportive rules from the SEC, CFTC, Treasury, and banking regulators than accepting the limitations in the final CLARITY compromise. The safest path is to create products that satisfy customers and deploy them widely, allowing people to have a stake in innovation. Ownership should be protected, honest disclosure required, and fraud punished, then let entrepreneurs compete and grow.Saylor mentioned that the September CLARITY compromise would have restricted covered providers to only paying customers for holding stablecoins while allowing qualified activity rewards, and directed the Treasury to limit certain rewards when a significant harmful deposit transfer to community banks was identified. The GENIUS Act has included restrictions on issuers paying interest and returns on stablecoins. The innovation sandbox of CLARITY would have limited participating companies to 25 employees, with each committee approving 20 projects per year. The SEC provided conditional relief for on-chain trading of certain tokenized stocks on September 17, and the CFTC chairman committed to using existing authority while the bill is stalled.He pointed out that useful products should be scaled by 2027 and 2028, transforming temporary relief into permanent rules. The goal is to have 50 million American voters using digital financial products that improve their lives. The best protection for digital innovation is the public that benefits from it.

Strategy founder Michael Saylor posted that only 2.6% of miners signaled support for BIP-110, which failed to gain widespread support. At block 961,632, its nodes will reject non-signaling blocks. Subsequently, BIP-110 will stagnate or fork into an insignificant existence, while Bitcoin will continue to operate normally. Bitcoin is functioning as designed.BIP-110 is a temporary soft fork proposal that plans to introduce 7 consensus restrictions over an effective period of about one year, including limiting the length of new script public keys, the size of certain pushed data and witness items, disabling certain Taproot extension paths, etc., in order to significantly reduce arbitrary non-payment data that can be embedded in transactions, such as inscription runes, thereby reducing node burden, suppressing junk data, and allowing Bitcoin to focus more on its monetary use.

According to the Daily Economic News, the July quantitative private equity industry experienced a systemic drawdown, with several institutional products seeing a monthly net value decline of over 20%, turning year-to-date returns from positive to negative. Specifically, among the 9 displayed products under Huansquare Quantitative, 8 have recorded negative returns year-to-date, with all monthly declines in July exceeding 20%, and the maximum drawdown reaching 22.15%; among the 14 products displayed by Mingcong Investment, 9 have recorded negative returns year-to-date; in Jiukun Investment's 15 products, 14 still have positive returns year-to-date, but the monthly drawdown is also significant. In contrast, Yanfeng Investment has shown relatively stable performance.Regarding this drawdown, multiple institutions believe that this round of adjustment is more due to emotions and trading structures rather than the end of the AI industry trend. Freshwater Spring Investment pointed out that AI is still rapidly developing in terms of model capability enhancement, cost reduction, and the diffusion of application scenarios. Referencing experiences from the internet era, it is normal for there to be fluctuations during the advancement of technological waves. Institutions believe that AI investment is gradually transitioning from the previous focus on computing power infrastructure in the "first half" to "intelligent equity" in the "second half"—that is, a phase where the cost of intelligent usage continues to decline and application scenarios are accelerated in unlocking, providing opportunities for supply chain companies that can offer cost-effective solutions for leading model companies and large cloud vendors.

According to the official status page of OpenAI, the widespread issues that ChatGPT and Codex experienced have been resolved, with the error rate remaining elevated for over 1 hour.

According to social media reports, OpenAI's ChatGPT and Codex are experiencing widespread outages.

According to SoSoValue data, the cryptocurrency market continues to decline, with the previously strong SocialFi sector dropping 5.21% in 24 hours. Within the sector, Gram (GRAM) fell by 7.78%; the AI sector decreased by 5.07%, with Venice Token (VVV) and Worldcoin (WLD) dropping 10.9% and 13.41% respectively. Meanwhile, Bitcoin (BTC) fell by 1.52%, dropping below $63,000; Ethereum (ETH) decreased by 2.74%, falling below $1,700. However, the NFT sector rose against the trend by 8.62%, with Audiera (BEAT) surging by 40.86%. In other sectors, the CeFi sector fell by 1.42%, but Aster (ASTER) rose by 1.43%; the PayFi sector decreased by 1.62%, with Dash (DASH) remaining relatively strong, increasing by 5.2%; the Layer1 sector dropped by 1.9%, with Zcash (ZEC) falling by 6.49%; the Layer2 sector decreased by 2.14%, while Stacks (STX) rose by 2.39%; the Meme sector fell by 2.58%, with Binance Life slightly climbing by 1.03%; the DeFi sector dropped by 4.79%, with LAB (LAB), which had previously seen significant gains, falling by 17.49%.

Glassnode published an analysis on platform X indicating that its cumulative trend score metric shows that after Bitcoin's price dipped to the $60,000 range in early June, the overall behavior of on-chain addresses has clearly shifted towards accumulation.This metric measures the intensity of accumulation behavior on-chain by combining holding size and recent balance changes, with a value close to 1 representing widespread accumulation and a value close to 0 indicating ongoing distribution.

SoSoValue data shows that the cryptocurrency market is generally down, with Bitcoin (BTC) falling 1.19%, dropping below $77,000; Ethereum (ETH) down 2.71%, falling below $2,200. Only the DeFi and SocialFi sectors remain relatively strong, rising 1.18% and 2.4% respectively in 24 hours. Within the DeFi sector, Block Street (BSB) rose 42.25%, and Hyperliquid (HYPE) rose 10.51%. In the SocialFi sector, Toncoin (TON) rose 4.12%.All other sectors recorded declines: the CeFi sector fell 1.17% in 24 hours, with Binance Coin (BNB) down 1.07%; the Layer1 sector fell 1.46%, with Zcash (ZEC) surging 5.22% during the day; the Layer2 sector fell 1.7%, with Optimism (OP) down 3.18%; the PayFi sector fell 1.78%, but Telcoin (TEL) rose 1.55%; the Meme sector fell 1.94%, while Binance Life rose 6.47% against the trend; the AI sector fell 7.91%, but Billions Network (BILL) rose 14.06% against the trend.The cryptocurrency sector indices reflecting historical market trends show that the ssiSocialFi and ssiDeFi indices rose 3.26% and 2.49% respectively, while the ssiAI index fell 7.91%.

According to SoSoValue data, the cryptocurrency market sector has risen across the board, with a 24-hour increase generally reaching about 2% to 10%. Among them, the SocialFi sector led with a 24-hour increase of 13.7%.Within this sector, Toncoin (TON) and Chiliz (CHZ) rose by 15.77% and 6.15%, respectively. Meanwhile, Bitcoin (BTC) increased by 1.4%, surpassing $81,000; Ethereum (ETH) rose by 0.52%, approaching the $2,400 mark.Other standout sectors include: the Meme sector, which rose by 6.18% in 24 hours, with MemeCore (M) increasing by 30.57%; the DePIN sector, which rose by 4.8%, with Filecoin (FIL) increasing by 9.96%; and the AI sector, which rose by 4.14%, with SkyAI (SKYAI) soaring by 25.83%. In other sectors, the DeFi sector rose by 3.61%, with Morpho Token (MORPHO) increasing by 10.04%; the Layer 1 sector rose by 3.45%, with Zcash (ZEC) increasing by 21.96%; the Layer 2 sector rose by 2.34%, with Stacks (STX) increasing by 10.74%; and the CeFi sector rose by 1.3%, with FTX (FTT) increasing by 18.03%.The cryptocurrency sector index reflecting the historical performance of the sectors shows that ssiSocialFi, ssiMeme, and ssiDePIN increased by 14.25%, 7.56%, and 5.36%, respectively.

According to SoSoValue data, the overall cryptocurrency market is on an upward trend, with the RWA sector performing exceptionally well, rising 4.81% in 24 hours. Among them, Pendle (PENDLE) increased by 7.39%, Centrifuge (CFG) rose by 7.17%, and Ondo Finance (ONDO) and Keeta (KTA) increased by 5.44% and 5.89%, respectively.At the same time, Bitcoin (BTC) rose by 2.36%, breaking through $79,000; Ethereum (ETH) increased by 3.5%, approaching $2,400. Other standout sectors include: the NFT sector, which rose 3.85% in 24 hours, with Pudgy Penguins (PENGU) increasing by 13.1%; the DeFi sector rose by 3.74%, with Lido DAO (LDO) increasing by 23.71%; the AI sector rose by 3.56%, with OriginTrail (TRAC) increasing by 12%.In other sectors, the Meme sector rose by 2.13%, with SPX6900 (SPX) increasing by 9.79%; the PayFi sector rose by 1.97%, with SafePal (SFP) increasing by 9.89%; the Layer2 sector rose by 1.89%, with Celestia (TIA) increasing by 4.03%; the Layer1 sector rose by 1.5%, with Algorand (ALGO) increasing by 4.16%; the CeFi sector rose by 1.23%, with NEXO (NEXO) increasing by 1.88%.The cryptocurrency sector indices reflecting historical market trends show that the ssiRWA, ssiNFT, and ssiDeFi indices rose by 6.37%, 4.24%, and 3.49%, respectively.

According to SoSoValue data, influenced by the two-week ceasefire between the U.S. and Iran, the cryptocurrency market sector generally rebounded. The AI sector performed strongly, rising 6.61% in 24 hours, with Fartcoin (FARTCOIN) surging 18.88%, and Bittensor (TAO), Worldcoin (WLD), and Render (RENDER) increasing by 8.56%, 8.94%, and 10.14% respectively.In addition, Bitcoin (BTC) rose 4.30%, breaking through $71,000; Ethereum (ETH) rose 6.23%, breaking through $2,200. Meanwhile, MAG7.ssi rose 4.58%, DEFI.ssi rose 5.30%, and MEME.ssi rose 5.04%.In other sectors, the DeFi sector rose 4.41% in 24 hours, with EdgeX (EDGE) increasing by 14.90%; the Layer2 sector rose 4.32%, with Optimism (OP) rising 9.51%; the Layer1 sector rose 3.95%, with Zcash (ZEC) rising 25.73%; the PayFi sector rose 3.86%, with Dash (DASH) rising 8.77%; the Meme sector rose 3.56%, with SPX6900 (SPX) rising 11.86%; the CeFi sector rose 2.64%, with OKB rising 3.92%.The cryptocurrency sector indices reflecting historical market trends show that the ssiAI, ssiDePIN, and ssiNFT indices rose by 9.27%, 7.08%, and 5.81% respectively.

According to SoSoValue data, the cryptocurrency market sector is experiencing a general rise, with the DeFi sector performing exceptionally well, increasing by 4.55% in 24 hours. Among them, Hyperliquid (HYPE) rose by 11.74%, Chainlink (LINK) by 4.2%, and Uniswap (UNI) by 5.79%. Meanwhile, Bitcoin (BTC) increased by 3.84% in 24 hours, approaching $70,000; Ethereum (ETH) rose by 3.06%, surpassing $2,000.It is noteworthy that MAG7.ssi rose by 2.94%, DEFI.ssi by 5.86%, and MEME.ssi by 1.52%.In other sectors, the CeFi sector increased by 2.87% in 24 hours, with Mantle (MNT) rising by 3.29%; the Layer1 sector rose by 2.72%, with Zcash (ZEC) increasing by 8.86%; the NFT sector rose by 2.23%, with Pudgy Penguins (PENGU) increasing by 7.19%; the Layer2 sector rose by 2.09%, with zkSync (ZK) increasing by 6.16%; the Meme sector rose by 1.63%, with PIPPIN (PIPPIN) increasing by 12.38%; the PayFi sector rose by 1.47%, with Dash (DASH) increasing by 6.46%.The cryptocurrency sector indices reflecting historical market trends show that the ssiDeFi, ssiRWA, and ssiNFT indices rose by 5.90%, 5.13%, and 3.07%, respectively.

According to Jinshi reports, Federal Reserve official Harker stated that the current level of inflation is "too high" and pointed out that this pressure is widespread in the economy.

Due to the Middle East war driving up oil prices and triggering inflation concerns, the currency markets reduced bets on interest rate cuts in the U.S., U.K., and Eurozone on Monday. According to swap trades linked to policy meeting dates, the likelihood of the Federal Reserve cutting rates three times in 2026 has dropped from nearly 50% last week to 20%. Traders no longer expect the Bank of England to cut rates three times this year, lowering the probability of a rate cut in March from over 80% to 60%.They also halved the probability of the European Central Bank cutting rates this year, pricing in only a 5 basis point rate cut. The rise in two-year yields in the U.S., U.K., and Germany, which are most sensitive to changes in monetary policy, has exceeded that of longer-term yields. This reflects a significant jump in inflation indicators driven by Brent crude oil prices posting their largest increase in four years.Laura Cooper, global investment strategist and head of macro credit at Newven Investment, stated, "The sustained rise in oil prices will have significant spillover effects on the global economy and inflation trajectory. A more persistent energy pulse could complicate the disinflation process and delay further rate cuts."

According to SoSoValue data, the cryptocurrency market has fallen across the board, with Bitcoin (BTC) down 2.21% in the last 24 hours, dropping below $67,000; Ethereum (ETH) down 3.92%, falling below $2,000.The SocialFi sector led the decline with a drop of 6.25%. Within this sector, Toncoin (TON) fell by 6.97%, and Chiliz (CHZ) decreased by 4.16%. In other sectors, the CeFi sector dropped 1.16% in 24 hours, with Cronos (CRO) down 3.47%; the DeFi sector fell 1.74%, but Hyperliquid (HYPE) rose 3.51%; the Layer1 sector decreased by 2.28%, with Zcash (ZEC) down 5.13%; the Layer2 sector fell 2.71%, with Starknet (STRK) down 6.06%; the PayFi sector dropped 3.38%, with Dash (DASH) down 5.94%; the Meme sector decreased by 3.6%, while BUILDon (B) remained relatively strong, rising 1.97%.The cryptocurrency sector indices reflecting historical performance show that the ssiSocialFi, ssiAI, and ssiDePIN indices increased by 6.70%, 5.22%, and 4.72%, respectively.

The founder of Openclaw, Peter Steinberger, recently confirmed in an interview with Lex Fridman that Openclaw has received acquisition offers from multiple companies. Regarding potential funding in the hundreds of millions or even billions, Steinberger stated, "I am not interested at all. I have been a CEO once, and that path would consume all my time and lead to conflicts of interest, such as prioritizing the enterprise version or modifying the open-source license, which would harm the community. What I want is completely free and open-source without any conditions. Moreover, relying on donations is simply not sustainable; even popular projects like Tailwind are laying off staff."Additionally, Steinberger mentioned that Openclaw is currently losing money. Monthly revenue is between $10,000 and $20,000, but it subsidizes personal maintenance of dependency projects. Companies like OpenAI provide some support, but it is still not sustainable. Regarding the option to collaborate with large labs, Steinberger stated that the core condition is that the project must remain open-source, similar to Chrome and Chromium. "This matter is too important to be left entirely to one company. Moreover, the community atmosphere of ClawCon is particularly precious; it embodies the enthusiasm that was present in the early days of the internet. I want to spread it to more people; this year is the year of personal agents, and collaborating with labs is the fastest way. I have never worked at a large company, and I want to experience that."

According to SoSoValue data, the cryptocurrency market sector is experiencing a broad decline after a brief rebound. Bitcoin (BTC) has dropped 1.93% in the last 24 hours, falling below $70,000, while Ethereum (ETH) has decreased by 4.51%, reaching the $2,000 mark.Meanwhile, DeFi has fallen by 3.81%, but River (RIVER) has risen for two consecutive days, increasing by 29.23% in the last 24 hours.In other sectors, the PayFi sector has decreased by 2.12%, with Monero (XMR) remaining relatively strong, rising by 1.93%; the CeFi sector has dropped by 2.46%, but Aster (ASTER) has increased by 6.35%; the Layer2 sector has declined by 2.72%, with Starknet (STRK) falling by 4.93%; the Layer1 sector has decreased by 2.95%, while Canton Network (CC) has surged by 0.58% during the day; the Meme sector has dropped by 2.96%, with PIPPIN (PIPPIN) significantly rising by 33.18%.The cryptocurrency sector indices reflecting historical market trends show that the ssiMeme, ssiLayer1, and ssiDePIN indices have decreased by 4%, 3.88%, and 3.29%, respectively.

According to SoSoValue data, the cryptocurrency market sector has generally declined, with the CeFi sector leading the drop at 5.06% over the past 24 hours. Within this sector, OKB fell by 4.99%, Aster (ASTER) dropped by 5.30%, and Binance Coin (BNB) decreased by 5.43%, while MX (MX) remained relatively strong, rising by 0.38%. Meanwhile, Bitcoin (BTC) fell by 4.00%, briefly dropping below $88,000, and is currently reported at $89,000; Ethereum (ETH) decreased by 7.06%, falling below $3,000.In other sectors, the Meme sector dropped by 3.09% over the past 24 hours, with SPX6900 (SPX) declining by 9.59%; the RWA sector fell by 3.16%, but Keeta (KTA) rose by 7.74%; the Layer2 sector decreased by 4.12%, with SOON (SOON) dropping by 8.10%; the PayFi sector fell by 4.56%, and Monero (XMR) dropped by 18.70%; the DeFi sector decreased by 4.60%, while River (RIVER) maintained an upward trend, increasing by 11.13% during the session; the Layer1 sector fell by 4.63%, with Canton Network (CC) rising by 10.62%.The cryptocurrency sector indices reflecting historical market trends show that the ssiLayer1, ssiCeFi, and ssiAI indices fell by 6.21%, 5.38%, and 5.29%, respectively.

According to Glassnode data, during the recent price consolidation of Bitcoin, the accumulation by medium and large holders reached its strongest level since the FTX collapse in 2022.In the past 30 days, the group holding 10-1000 BTC (including high-net-worth individuals, trading institutions, and some institutional investors) has accumulated approximately 110,000 BTC, marking the largest monthly increase since Bitcoin fell to $15,000 three years ago. This group currently holds a total of 6.6 million BTC, an increase of 200,000 BTC compared to two months ago.At the same time, retail investors are also increasing their positions. The group holding less than 1 BTC has recently added over 13,000 BTC, achieving the largest increase since November 2023, bringing their total holdings to 1.4 million BTC.