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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.

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.

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.

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.

Micron Technology (MU.O) Chief Financial Officer Mark Murphy stated during the earnings call that revenue for the first quarter of fiscal year 2027 will reach $61.5 billion, with earnings per share of $38.15, continuing to rise quarter-over-quarter, and clearly pointed out that this quarter will be the low point for gross margin for the entire fiscal year 2027, after which gross margins are expected to gradually recover in subsequent quarters.Micron has currently signed 26 long-term agreements, locking in approximately $150 billion in long-term orders. The supply and demand in the storage market for 2027 and 2028 will be tighter than in 2026, and "there is no end in sight for the restoration of supply and demand balance."Micron Technology (MU.O) expects capital expenditures for the first half of fiscal year 2027 to be around $25 billion, with higher spending in the second half, and most of the incremental spending will be for new wafer fabrication plants (construction expenditures) rather than purely for equipment procurement. Micron Technology CFO Mark Murphy explained that this is entirely because long-term contracts provide sufficient demand visibility, and new greenfield factories require a very long lead time.Additionally, Micron Technology Chief Financial Officer Mark Murphy also mentioned during the earnings call that in the fourth quarter of fiscal year 2026, Micron Technology generated an impressive $44 billion in operating cash flow and $33.2 billion in free cash flow.As time goes on, we expect to return 100% of excess cash to shareholders. We plan to begin increasing capital returns starting December 9, 2026 (the second anniversary of our signing of the final agreement for the CHIPS Act), primarily through stock buybacks.

According to GlobeNewswire, Grayscale's Zcash ETF (ZCSH) announced that it has completed the previously announced "3-for-1" share split, which took effect before the opening of the U.S. stock market, and the fund shares will trade based on the split-adjusted basis from that day onward.Grayscale stated that shareholders registered as of the close on September 28 will receive an additional 2 shares for every 1 share of ZCSH held before the split, meaning each share before the split will convert into 3 shares after the split. This split will not change the total value of shareholders' investments, and the net asset value (NAV) per share will be adjusted to approximately one-third of the pre-split amount.After the split, ZCSH continues to trade on NYSE Arca, with the trading code and CUSIP number remaining unchanged.

According to Cointelegraph, data from Chainalysis shows that in the year leading up to June 2026, Singapore's cryptocurrency economic activity grew by 55.4% year-on-year, reaching a scale of $284 billion, reclaiming its position as the largest crypto economy in Central Asia, Southeast Asia, and Oceania amid an overall contraction in the region.The increase was mainly contributed by institutional platforms, with such activities surging by 94% to $60 billion, concentrated among a few market makers, over-the-counter trading firms, and institutional brokers. During the same period, the total crypto economy in the aforementioned region declined by 6.8%.Chainalysis pointed out that the growth of Singapore's institutional ecosystem is highly concentrated, primarily reflected in large transactions on existing platforms rather than the entry of numerous new services. At the same time, Singapore is tightening cryptocurrency regulations while promoting tokenization, stablecoins, and digital asset settlements.In 2025, the Monetary Authority of Singapore (MAS) required local crypto companies providing services to overseas clients to obtain licenses or exit the market. StraitsX CEO Tianwei Liu believes this measure curbed speculative activities and increased the proportion of banks and large enterprises applying blockchain in production. MAS is also conducting compliance stablecoin and tokenized bank deposit pilots through the BLOOM program, with Ripple joining on March 25 to test cross-border trade settlements using RLUSD.The Philippines, Thailand, and Vietnam excel in small P2P transfers. Chainalysis statistics show that the three countries collectively recorded 5.4 million domestic and international peer-to-peer transfers under $10,000, accounting for 14.4% of global similar transactions, but only representing 2.5% of the global crypto economy.

According to @ai_9684xtpa's monitoring, Bitget has started to replenish the protection fund, which has now risen to a scale of 200 million USD. In the past 2 hours, Bitget transferred 2,000 BTC (worth 166 million USD) from its cold wallet to the protection fund address. The current on-chain balance is 2,484.71 BTC, worth 206 million USD. Previously, Bitget promised to "replenish 300 million USD within a week," and is in the process of fulfilling that commitment.

According to Onchain Lens monitoring, Grayscale Chainlink ETF purchased and received 159,500 LINK from Coinbase Prime 5 hours ago, worth 2.36 million dollars.This ETF has accumulated at least 629,100 LINK this month, worth 8.37 million dollars.

The U.S. Attorney's Office for the District of Massachusetts has filed a civil forfeiture lawsuit seeking to seize 110,300 USDT from a Binance account. The case involves phishing text messages impersonating Coinbase, which led to the theft of 33.7 bitcoins from a beneficiary and their family trust within the same Coinbase account, valued at approximately $900,000 at the time.Investigators stated that from June 5 to June 15, 2023, 11.2 stolen bitcoins were traced to the Binance account, which were then quickly exchanged for Monero. When the FBI requested to freeze the account, it held approximately 758.55 Monero; Binance transferred 110,300 USDT to a government-controlled wallet on August 3, 2026.

According to Globenewswire, Lite Strategy (Nasdaq: LITS) announced its fiscal year performance for the year ending June 30, 2026. The company stated that fiscal year 2026 is its first full fiscal year after implementing the LTC treasury strategy, having invested $100 million to purchase over 900,000 LTC, and as of June 30, it holds 832,716 LTC, accounting for over 1% of the total LTC mined to date.In addition, the company has repurchased approximately 4.4 million LITS shares through its buyback program, representing about 12% of the outstanding shares; as of September 22, it has repurchased approximately 6.4 million shares, accounting for about 17% of the outstanding shares. The company also disclosed that since launching the LTC covered call option strategy, it has earned approximately $930,000 in option premium income as of September 22.

According to CoinDesk, Zcash developers are integrating part of the proposed scaling upgrade code, Tachyon, into the software already in use to prepare for a large number of privacy transactions in the future. This component is named Udon, originally developed as part of Project Tachyon.According to Sean Bowe, the head of Project Tachyon, Udon was released on Monday to Zakura Common, which is a cryptographic library shared by Zakura and other Zcash projects. Common is responsible for handling some of the heavy mathematical computations behind creating and verifying privacy transactions, with Zakura being jointly developed by Bowe's team and Dev Ojha's Valar Group.Zcash wallets need to prove the validity of a privacy payment without disclosing the payer, payee, or amount, and the computers running the network subsequently verify that proof. According to CoinDesk's report in August, previous improvements to Common have reduced the time to create a privacy transaction from over 3 seconds to under 200 milliseconds in some tests.If privacy payments become more common, these computers will need to handle more data. Udon brings some of the computational requirements for the proposed scaling upgrade of Tachyon into Common, allowing developers to continue building on the already accelerated code. Udon has been released as software, but the upgrade has not yet been activated on Zcash.Bowe and Ojha's long-term goal is to exceed 50,000 payments per second. At this rate, they estimate that current cryptography will allow each Zcash node to receive over 500 MB of data per second.

Manus officially launched version 2, which includes multiple updates in the underlying architecture, creative tools, and application layer.Upgrades to the underlying architecture and computing power: Equipped with the new generation self-developed Agent framework Cascade, tests show a 23.2% reduction in Token consumption, a 28.2% decrease in task duration, and a 32% reduction in costs; at the same time, the "cloud computer" was launched to provide a dedicated operating environment around the clock and supports automated workflows triggered by multiple software events.

Anthropic disclosed in its IPO prospectus that its revenue for the fiscal year 2025 is expected to be $4.59 billion, a year-on-year increase of 1,088%, but it is facing an operating loss of over $8 billion. The company warned that many large clients have not signed long-term contracts and may cut spending in the future. As of the end of 2025, it holds a total of $20.28 billion in cash and short-term investments, planning to invest $518 billion in areas such as cloud computing over the next year.

According to The Block, the UK's Financial Conduct Authority (FCA) has obtained a court order requiring two individuals involved in a fraudulent cryptocurrency investment scheme to jointly repay £851,402, with plans to return the funds to the victims.At least 65 investors have collectively lost £1.54 million, and the amount being recovered is approximately half of that.

On September 24, Zach Pandl, the research director of the cryptocurrency asset management company Grayscale, published an article in the column The Stack stating that in the wave of artificial intelligence, the demand and supply paths for the computing power required to train, run, and operate models are diverging. Grayscale believes that this imbalance favors owners of already powered and operational computing capacity and brings growth-oriented investment opportunities.Zach Pandl stated that digital demand can expand instantly, but physical infrastructure such as electricity, data centers, chips, memory, and cloud services takes years to approve, access, and build. When artificial intelligence agents perform multi-step tasks, they may consume 5 to 50 times more compute tokens than typical chatbot interactions, and increased application layer activity will transmit to the underlying computing infrastructure.The article cites data from the International Energy Agency and Lawrence Berkeley National Laboratory, stating that data centers are expected to account for about half of the growth in electricity demand in the United States by 2030, and new projects may take more than five years to connect to the grid. Even if electricity is secured, permits, specialized labor, electrical equipment, cooling systems, GPUs, high-bandwidth memory, and networks are still needed. Continuous value will flow to power producers, data center operators, and artificial intelligence cloud service providers that can convert electricity into computation.