Odaily News — According to market sources, the U.S. Treasury Department has withdrawn its previous crypto regulatory proposal targeting unhosted wallets and convertible virtual currency (CVC) mixing services. The proposal had aimed to expand the scope of monitoring crypto transaction activity, including requiring financial institutions to collect and report information related to unhosted wallets and crypto mixing services. The withdrawal means the relevant monitoring rules will not be pursued for the time being.

Odaily reports: Solana treasury company DeFi Dev Corp. (DFDV) announced on X that it purchased 26,203 SOL, bringing its total holdings of SOL and equivalent assets to 2.564 million.

Over the past approximately 7 weeks, the company's SOL holdings increased by 11%, with SOL per share growing by double digits, while net asset value per share and cash both grew by over 100%.

According to Odaily, glassnode posted on X that the trend of BTC whales making net deposits of Bitcoin to exchanges has stopped. This trend lasted for more than three months since the summer, twice as long as other similar trends since 2023, and ended in late August, after which fund flows have continued to be negative.

Odaily News: Bitmine Immersion Technologies (NYSE: BMNR) officially announced that as of October 4, 2026, the company holds 6,016,414 ETH (valued at $2,726 per token, approximately $16.4 billion), representing 4.9% of Ethereum's total supply (122.1 million tokens), just 1% away from its "5% Alchemy" goal.

The company's crypto assets + cash and marketable securities + "Moonshots" investments total $17.4 billion, including:

ETH: 6,016,414 tokens

BTC: 214 tokens

Cash and marketable securities: $643 million

Beast Industries equity: $180 million

Eightco Holdings (NASDAQ: ORBS) equity: $117 million

Currently, 5,067,309 ETH have been staked (approximately $13.8 billion), operated through its proprietary institutional-grade staking platform MAVAN, with a 7-day annualized yield of 2.63%. Annualized staking revenue is projected at approximately $363 million, and could reach $431 million once fully staked. (PR Newswire)

Odaily News: On-chain detective ZachXBT posted on X that he once posed as a client to infiltrate a criminal group suspected of laundering money for the North Korea-backed hacker organization Lazarus Group, and assisted in freezing funds related to the 2025 Bybit attack.

ZachXBT stated that after Bybit suffered a $1.5 billion attack in February 2025, he discovered that more than 15 accounts in public Telegram and Discord groups were seeking help processing transactions related to the stolen funds. He subsequently contacted one of the Telegram users using the alias "Jimmy Green" and built trust through multiple transactions. According to his disclosure, on March 6, 2025, he transferred $3.497 million in USDC to an Ethereum address for a USDC-to-TRON-chain USDT exchange transaction with the counterparty. The source of gas funds for that address can be traced back to the Bybit attack funds and was publicly flagged as a Bybit attack blacklisted address.

ZachXBT said that in subsequent communications, the counterparty revealed that their team had been involved in processing the stolen Bybit funds and disclosed in advance that the funds would be moved across chains including Solana. By matching transaction timing, amounts, and on-chain data, he identified a wallet cluster involving more than $12 million in Bybit attack funds, with fund paths spanning multiple networks including BTC→ETH→SOL→TRON. Approximately 442,000 USDT was frozen by Tether, and the group also attempted to launder money through Uniswap liquidity pools and low-liquidity tokens. Additionally, the counterparty disclosed having helped other clients process approximately $3 million in fraudulent proceeds, and ZachXBT traced the related funds to wallets associated with the sanctioned Huione Guarantee.

ZachXBT revealed that in this investigation, he initially invested $3.497 million and bore a loss risk of approximately 5% per transaction. The intelligence ultimately obtained was provided to relevant investigative agencies and law enforcement authorities at the earliest opportunity. Since 2022, he has assisted in freezing over $75 million in funds related to North Korea-linked incidents.

Odaily reports that Base officially announced on X that it has added 26 tokenized US stock assets.

Odaily reports that Strategy officially disclosed that the company recorded $21 billion in gains on digital assets in Q3 2026. Last week, it added 334 BTC and repurchased $176 million worth of STRC. As of October 4, 2026, Strategy holds 848,000 BTC and cash assets worth $5.7 billion.

Odaily: Renowned trader Ansem posted a question to the community: "Aside from USD and BTC, how many tokens can you name that have still hit all-time highs after surviving a full bull-bear cycle?" Crypto KOL @0xaporia compiled findings showing that, excluding BTC, only 8 tokens meet the criteria of "ranked in the top 100 by market cap in 2021 and hit new all-time highs in 2025." Excluding wrapped assets, these include only BNB, XRP, TRX, LEO, and OKB.

Odaily reports that CryptoQuant analyst Darkfost posted on X platform stating that the ratio of Meme coin market cap to altcoin market cap has dropped to 0.027, with Meme coins' market cap share relative to altcoins falling to 3%.

As altcoins continue to outperform Meme coins, the gap between the two has further widened. The increasing number of Meme coins has also further dispersed the available liquidity in this sector.

Odaily News: QCP stated in its official channel that the macro narrative has completely reversed within three weeks: from "October rate hike" to "October rate hike expectations being fully ruled out, with the Fed expected to hold steady." September nonfarm payrolls plunged to just 29,000, far below the expected 84,000; the unemployment rate rose to 4.2%; wage growth slowed to 3.0% year-over-year, the lowest level since May 2021. The three-month average of nonfarm payrolls fell to 50,700, roughly one-third of last year's pace. This dovish employment data supports the Fed pausing rate hikes in October, but the 10-year Treasury yield remains stubbornly at 5.25% as supply and term premium factors overshadow growth signals. The probability of an October rate hike has dropped to 22%.

Bitcoin pulled back to $86,700 after hitting resistance at $87,100 on Friday, indicating that dip-buying demand persists. Weekend liquidations were modest at $62.7 million, with short positions accounting for 68%. A decisive hold above $87,200 is needed to confirm the next leg of the rally. Ethereum held the $2,725 threshold within the $2,650-$2,800 range, with the current setup remaining cautiously optimistic.

Wednesday's FOMC meeting minutes will be the main catalyst — the market will interpret whether hawkish dissents stem from firm conviction or compromise. TOKEN2049 in Singapore from Thursday to Friday could trigger volatility. Attention should be paid to the CPI data on October 14, which will be the first test of whether the disinflation trend can continue.

Odaily News: Japanese publicly listed company Metaplanet announced today that it net purchased 1,000 BTC in the third quarter of the fiscal year ending December 2026, bringing its total Bitcoin holdings to 44,000 BTC as of September 30, 2026.

In addition, the company conducted Bitcoin sales and buybacks during the quarter to verify its ability to monetize its Bitcoin holdings. Specifically, it sold 10,000 BTC while purchasing 11,000 BTC during the period, resulting in a net increase of 1,000 BTC in holdings.