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Analyst Murphy pointed out that BTC has consecutively formed doji candles on the daily chart, with rare upper and lower wicks. Data shows that on August 1, two notable accumulation bars appeared in the range of $62,000 to $63,000, totaling approximately 1.68 million BTC, with a concentration of 12.9%; on October 3, two prominent accumulation bars also appeared in the range of $83,000 to $84,000, totaling approximately 1.52 million BTC, and the concentration has risen to 12%, with the upper warning zone close at hand.After this set of data combinations appeared on August 1, BTC rose from $60,000 to $80,000 in just 17 days. Murphy believes that the accumulation and rising concentration do not indicate a definite direction, but the probability of "amplified volatility" is increasing. It is expected that a significant event may occur in the market within a short period of 1 month or a longer period of 2 months.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 9.297 billion USD, with long positions at 4.344 billion USD, accounting for 46.73%, and short positions at 4.953 billion USD, accounting for 53.27%. The profit and loss for long positions is 523 million USD, while the profit and loss for short positions is -572 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a full margin at a price of 2304.06 USD, currently showing an unrealized profit and loss of -40.7953 million USD.

The developer of the decentralized lending protocol Aave, Aave Labs, has published an ARFC on the governance forum, proposing the establishment of the Aave Foundation. This entity will be a memberless foundation company in the Cayman Islands, which will hold the Aave trademark and related intellectual property for the Aave Protocol.The proposal only covers Phase 1, which includes entity registration and the appointment of initial independent directors and supervisors. The transfer of trademarks, domain names, and intellectual property of the codebase, as well as the scope of operations, will be addressed in subsequent phases and must be submitted for governance separately. Phase 1 only applies for registration, legal work, and reasonable expenses for the appointment of directors, supervisors, and secretaries, with no recurring budget; future funding must be proposed separately.The foundation is established under the Foundation Companies Act, with its charter goals limited to holding, protecting, and licensing intellectual property for the Aave Protocol. Aave Labs, DAO service providers, and their affiliates have no right to appoint directors or supervisors and cannot hold such positions. After the initial appointments, the removal and appointment of directors can only be done through an AIP. If this ARFC reaches community consensus, it will enter Snapshot, and then the related expenses will be authorized through an AIP, followed by registration in the Cayman Islands and completion of the appointments.

Grayscale Research Director Zach Pandl published an article on September 28, 2026, in the company's column The Stack. The article states that among American investors, Generation Z starts investing at an average age of 19, Millennials at 25, Generation X at 32, and Baby Boomers at 35. Based on a retirement age of 65, Generation Z has an investment horizon of 46 years, which is over 50% longer than the 30-year horizon when Baby Boomers started investing.Zach Pandl: Starting to invest earlier not only benefits from compound interest but also expands the capacity to take on risk. When young, labor capital accounts for a larger proportion of wealth, and a longer horizon means more time to recover from fluctuations, as well as more future income available for continued saving and investing, thereby expanding the lifetime risk budget. He believes that the returns on digital assets are both volatile and potentially asymmetric, making them more suitable for longer and more flexible horizons.Zach Pandl also mentioned that for early investors, the cost of recent volatility may be less than the opportunity cost of missing out on long-term upside. With decades available for rebalancing, adding funds, and compounding across cycles, early starters may allocate a higher proportion to digital assets while keeping their lifetime risk balanced. Starting to invest earlier gives investors more time to absorb fluctuations, potentially enhancing the utility of digital assets in long-term portfolios.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 9.193 billion USD, with long positions at 4.298 billion USD, accounting for 46.75% of the holdings, and short positions at 4.895 billion USD, accounting for 53.25% of the holdings. The profit and loss for long positions is 488 million USD, while for short positions it is -528 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a full margin at a price of 2304.06 USD, currently showing an unrealized profit and loss of -39.2585 million USD.

According to CoinDesk, informed sources revealed that the custody bank giant BNY is in talks with Payward, the parent company of the cryptocurrency exchange Kraken, for a broad collaboration covering digital assets and financial market infrastructure. The potential agreement may involve areas such as crypto products, custody, wealth management, trading, payments, and infrastructure, with related services provided through Payward Services, which targets banks, exchanges, and asset management institutions.One source indicated that part of the proposed collaboration may be similar to the infrastructure component of the recent agreement Payward reached with Nasdaq. Negotiations are still ongoing, and there is no guarantee that an agreement will be reached; both Payward and BNY declined to comment. BNY, formerly known as Bank of New York Mellon, provides custody, asset services, clearing, and wealth management services to institutional clients and has been developing tokenized deposits to support near real-time on-chain settlements among institutional market participants.Reaching an agreement with BNY would further promote Payward's efforts to connect digital asset businesses with traditional financial institutions. Last month, Nasdaq Ventures agreed to invest $100 million in Payward at a valuation of $21 billion, expanding the collaboration between the two parties in tokenized stocks. Under the agreement, both parties will continue to develop the operational and commercial infrastructure for Nasdaq stock tokens, and Payward will also adopt Nasdaq's market surveillance technology in its cryptocurrency, stock, tokenized stock, futures, and options trading venues, with both parties expecting to launch Nasdaq stock tokens in the second quarter of 2027.

Layer 2 network Blast announced that it will cease operations due to the ongoing maintenance costs of the network exceeding the revenue generated by L2. The team believes there is no credible path to achieve economic sustainability.Blast advises all users to withdraw on-chain assets and balances in the Blast PWA to the Ethereum mainnet and plans to shorten the withdrawal waiting time to 24 hours. However, the team will first process the withdrawal of Lido assets held by Blast, which is expected to take about a week, during which the withdrawal function will be temporarily unavailable.Users can complete withdrawals through the regular Blast interface before October 26. After that, assets can still be withdrawn, but it will require direct interaction with the Blast Bridge contract on Ethereum L1. The team will announce specific operational instructions before the deadline.

NVIDIA launched the DGX SPARK 64GB configuration this month with major partners, supporting the operation of models with up to 100 billion parameters on the device.

S&P Global Ratings confirmed on October 1 that the issuer credit rating of the stablecoin protocol Sky Protocol is B-, with a stable outlook. S&P stated that Sky is advancing the Prime Agent ecosystem (formerly Stars or subDAO), which includes strategies such as over-the-counter lending with a scale of approximately $1 billion, accounting for about 10% of the total assets supporting USDS and DAI; these semi-independent entities use the Sky balance sheet for specialized investments within the risk parameters set by governance, while increasing management and monitoring complexity.The total supply of USDS and DAI increased from $7.7 billion in August 2025 to $9.5 billion. As of September 17, 2026, reserves are approximately $92 million, with a target of $150 million. Robust assets USDC and tokenized money market funds backed by government bonds total approximately $4.92 billion, accounting for about 50% of circulating USDS and DAI, up from 36% in August 2025. On-chain crypto lending has decreased to about 25% of the balance sheet, while over-the-counter crypto lending has increased to approximately $1 billion. Newly included assets include RLUSD, PYUSD, and USDG totaling approximately $392 million, as well as a tokenized fund investing in AAA-rated CLO shares of about $500 million.As of September 2026, the four major Prime Agents account for approximately 65% of the combined assets, with Spark accounting for 36%, Grove for 24%, Obex for 4%, and Osero for 1%.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $9.003 billion, with long positions totaling $4.239 billion, accounting for 47.08% of the holdings, and short positions totaling $4.764 billion, accounting for 52.92%. The profit and loss for long positions is $537 million, while the profit and loss for short positions is -$580 million.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of $2304.06, currently showing an unrealized profit and loss of -$43.1474 million.

As of the end of September, the Digital Renminbi International Operation Center has added 39 domestic and foreign financial institutions applying to access the "Digital Currency Cross-Border Settlement Comprehensive Service Platform" (CBETS).This platform supports bilateral connections with foreign currency authority payment systems and legal digital currency systems, and allows foreign financial institutions to connect directly, covering trade and cross-border personnel exchanges.

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 Coinglass data, the current whale holdings on the Hyperliquid platform amount to 9.233 billion USD, with long positions totaling 4.324 billion USD, accounting for 46.83% of the holdings, and short positions totaling 4.909 billion USD, accounting for 53.17% of the holdings. The profit and loss for long positions is 535 million USD, while the profit and loss for short positions is -588 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of 2304.06 USD, currently showing an unrealized profit and loss of -40.4085 million USD.

U.S. Secretary of Defense Lloyd Austin announced the establishment of the "Autonomous Combat Command" to enhance the U.S. military's scalable autonomous and robotic combat capabilities.The command will cover drones, artificial intelligence, and command and control systems. The Pentagon plans to double its spending in the autonomous combat field, proposing an investment of $74 billion in the budget request.

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.

B.AI announced that it now supports WalletConnect, allowing users to easily connect compatible mobile wallet apps, log in to B.AI with one click, and quickly complete top-ups; when using the B.AI app, users can complete the connection by scanning a QR code.This upgrade further integrates AI access with Web3 wallets, identities, and payment capabilities, enabling users to connect to globally leading AI models with a decentralized identity, unlocking a safer and more efficient intelligent creation experience.

According to a report by Reuters, the Japanese Ministry of Finance announced the establishment of the "On-Chain Correspondence Research Group," focusing on the feasibility study of real-time settlement for government bond transactions, with the first meeting scheduled for October 8.The research group will systematically analyze the advantages and disadvantages of blockchain real-time settlement around the current next-day settlement practice, with members including professors from the University of Tokyo, Waseda University, and other universities, as well as private strategists, and will involve the Bank of Japan and the Financial Services Agency for opinion exchange.Ministry officials pointed out that the United States already has MMF products that trade on the blockchain with government bonds as the underlying asset, which will serve as an important reference case. The research group plans to complete the organization of discussion points within the year.

Solana ecosystem project Paid announced that the new distribution system is now online, with the fee allocation adjusted to 65% for the recipient, 25% for repurchasing PAID, and 10% retained by the protocol.

According to the official announcement, Bitget has released the 47th Proof of Reserves (PoR). The total reserve ratio reaches 131%, covering 19 types of assets. Among them, the reserve ratios for BTC, ETH, USDT, and USDC are 142%, 110%, 107%, and 154%, respectively.Since December 2022, Bitget has been updating the Proof of Reserves monthly, and in September of this year, it expanded the coverage from 4 types of assets to 19, providing users with broader platform reserve visibility. Bitget's historical average reserve ratio has remained above 120%, exceeding the 100% coverage benchmark, fully covering insured user assets.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 9.041 billion USD, with long positions at 4.22 billion USD, accounting for 46.67%, and short positions at 4.821 billion USD, accounting for 53.33%. The profit and loss for long positions is 505 million USD, while for short positions it is -551 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of 2304.06 USD, currently showing an unrealized profit and loss of -38.5372 million USD.