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European Central Bank Executive Board member Isabel Schnabel stated that central bank money must be on-chain; otherwise, the tokenized market will increasingly rely on private or foreign currency settlement assets.CoinDesk cited her viewpoint, stating that in the absence of on-chain central bank money, the settlement of the tokenized market will shift more towards privately issued assets or foreign currency-denominated assets. Schnabel believes that bringing central bank money on-chain helps maintain the settlement anchor role of public money in a tokenized environment.

Revoke.cash issued a reminder that due to last week's Magic Eden security incident, Revoke.cash advises users to go to the Auto-Revoking module on their account page to check if there are yellow warning icons on each network; if so, they need to first restore that address to a regular account in other wallet applications, and then upgrade it to a smart account through MetaMask.In addition, users should confirm that all active networks are enabled and ensure that each wallet in the subscription is granted the relevant permissions individually. Revoke.cash added that Ultimate subscription users need to confirm that their wallets meet two conditions for the Auto-Revoking feature to properly protect assets: first, the Auto-Revoking permission must be granted for that wallet in MetaMask; second, the wallet must be upgraded to a MetaMask smart account on the corresponding network. Typically, the second step is automatically completed during the authorization process, but if the address has previously been upgraded to a smart account through other wallet applications, the upgrade may fail.

The artificial intelligence infrastructure company Nscale has hired a senior executive from Meta Platforms as Chief Operating Officer, aiming to prepare for an IPO.

The founder of Liebit Mining Pool, Jiang Zhuoer, posted on the X platform stating that the number of ETH queued for withdrawal from staking has risen to 850,000, with the waiting time increasing to 14.77 days, both of which are the highest within 2026. This indicates that a group of coin holders believes the current coin price is relatively high and needs to sell coins to lock in profits.

TRON DeFi Summer announces the latest arrangements for S3: the event will officially launch on October 4 at 08:00 (SGT) and will last for 60 days, with a total prize pool of 2 million USD, including a TRX pool of 1 million USD, a USDD pool of 600,000 USD, a JST pool of 300,000 USD, and a SUN pool of 100,000 USD.Users can enter JustLend DAO through Binance Wallet DeFi to participate in the Boosted APR incentives. Users who participated in S2 do not need to reapply; simply maintaining their holdings will automatically extend their eligibility for S3 rewards. New users can prepare their assets in advance to join as soon as it opens. More S3 gameplay will be announced soon.

French President Macron will host a video call with G7 leaders this Friday to discuss measures to address the global crude oil and refined oil markets. Macron has spoken on the phone with U.S. President Trump and Canadian Prime Minister Trudeau, and has requested EU partners to release additional diesel stocks in response to U.S. supply demands.

Market news reports that Microsoft (MSFT.O) and Amazon (AMZN.O) cloud businesses will face stricter scrutiny from the European Union.

According to Reuters, citing informed sources, EU countries discussed the U.S. request to release diesel stocks and the issue of the U.S. threatening to impose a diesel export ban during a meeting on Friday. The U.S. has requested that major European countries release 800,000 tons of diesel within six months.

The yield spread between 10-year government bonds in France and Germany has risen to its highest level since 2012, continuing the significant widening trend observed on Thursday. Strategists at Commerzbank noted that the widening spread has spread to high-debt countries such as Italy, Belgium, and Greece. The spread between French 10-year government bonds and German government bonds once reached 149.17 basis points.

On-chain analyst Darkfost posted on X that the inflow of whale funds transferring over 1 million dollars in stablecoins to Binance has significantly increased recently.According to the 30-day cumulative calculation, the amount of stablecoins this group has transferred to Binance has risen from 21.7 billion dollars to 30.5 billion dollars over the past month, an increase of over 40%.Darkfost stated that the inflow of stablecoins to exchanges usually indicates that funds are preparing to enter the market, so this change may correspond to potential buying pressure. However, compared to last October when inflows once exceeded 61 billion dollars, the current deployment of whale funds remains relatively cautious.

According to The Block, the car manufacturer Porsche is shutting down its Web3 project launched in 2023.Holders can still retain their PORSCHΞ 911 NFT, but the PIONΞERS Discord will become read-only, and the @eth_porsche account will also stop updating.

Coinbase released a report indicating that the profit-taking scale of BTC has risen to its highest level of the year, while market demand has cooled. On September 22, holders realized a profit of 25,700 BTC in a single day, the highest daily level since 2026. At the same time, the unrealized profit margin for short-term traders rose to 33%, the highest since December 2024.Meanwhile, in the past 30 days, the apparent spot demand for BTC has decreased by 170,000 coins; the incremental speculative futures demand also dropped from 164,000 coins on September 14 to 16,000 coins on September 29.

NEAR co-founder Illia Polosukhin stated that NEAR Intents and near.com have resumed operations, but some related services of the affected networks are still restricted.Illia mentioned that the approximately $3.8 million attack exploited vulnerabilities in the Omni deposit and withdrawal infrastructure and the interaction with NEAR Intents smart contracts, with the impact limited to USDT on BSC. The NEAR core protocol, NEAR tokens, and other applications were not affected, and affected users will receive full compensation.

ARK Invest's Director of Digital Asset Research Lorenzo Valente published a discussion on the synthetic dollar protocol Ethena: tokenized stocks are changing the landscape in which ENA operates. He stated that the supply of USDe had bottomed out at $3.8 billion and has now risen by about 30%, recovering to nearly $5 billion.Lorenzo Valente: The inverted or low funding rates in the crypto market have forced more USDe collateral to shift towards off-chain yields such as government bonds, with sUSDe's average annualized rate once approaching or falling below SOFR; the market capitalization has remained stable over the long term, and the open interest has also limited the pace of expansion. He noted that basis trading has rebounded to about 20% of the collateral and is growing rapidly, with the U.S. stock market size at approximately $70 trillion, averaging over 8% annual growth. Continued bullish demand is expected to bring sustained positive funding rates, with lower stock volatility and lower hedging costs.He believes this is the first clear path for USDe to expand its supply to over $20 billion, and reaching $30 billion to $40 billion in the next 12 to 18 months would not be surprising, as the upper limit has shifted from crypto open interest to tokenized stock open interest. He also mentioned that Ethena's infrastructure and operations have been validated, and it is expected that Ethena Pay will further drive USDe from the demand side, with the chains, protocols, and vaults supporting USDe's supply and circulation strategies becoming the main beneficiaries.

According to The Information, sources say that SpaceX's AI department had discussions with Microsoft over leasing computing power during the summer. This indicates that, after initial resistance, Musk has fully embraced the "new cloud" business.

EIP-8363 co-sponsor Jérôme de Tychey announced the withdrawal of the application to include the proposal in the Hegotá hard fork, and the discussion on the related issuance policy will shift to an independent topic.

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.

The Financial Services Commission (FSC) of South Korea has announced a draft amendment to the regulations related to the institutionalization of Token Securities, planning to expand the range of securities that can be tokenized to include traditional securities such as stocks, bonds, and funds.According to the draft amendment, traditional securities can also be tokenized, except for fragmented investment securities (non-monetary trust beneficiary securities, investment contract securities).The relevant electronic securities regulations will also clarify the requirements for distributed ledgers, stipulating that participants must include electronic registration institutions and at least two account management institutions, and prohibit the use of distributed ledgers for direct payment of electronic registration purposes.

According to Cointelegraph, the Bitcoin Policy Institute (BPI) released a research report questioning the process by which MSCI established its latest index rules. MSCI had previously listed companies such as Strategy and Metaplanet as potential "non-operating companies," which could lead to their removal from the index.MSCI first proposed excluding digital asset treasury companies from global indices in 2025, but after facing opposition, it shelved the plan in January and opted for a broader review of "non-operating companies." On August 3, MSCI put forward a broader proposal that could still result in the exclusion of Strategy and Metaplanet. In a report titled "The Invisible Committee of Wall Street," BPI pointed out that metadata shows the presentation MSCI consulted is stored in an internal folder specifically for digital asset treasury companies.According to the proposal, MSCI will first assess whether a company has a significant amount of operational assets before applying five additional financial tests. Its own simulations indicate that Strategy, Metaplanet, and uranium investment company Yellow Cake would be excluded. In 2025, JPMorgan analysts estimated that if Strategy were excluded, it could face an outflow of approximately $2.8 billion. BPI also questioned MSCI's reliance on "operational assets," stating that the term is not a standardized balance sheet category under U.S. GAAP or IFRS. MSCI concluded its opinion collection on September 30 and is expected to announce results on or before October 16, with related changes set to take effect during the index review in November 2026.