Odaily Morning Brief

1. Circle: USDC revenue reached approximately $1.4 billion in the first half of 2026, with 59% allocated to partner distributions and transaction costs;

2. Lighter teases upcoming options product, with launch date yet to be announced;

3. Former Mt. Gox CEO: Ledger received warnings about hardware wallet tampering as early as December 2025 but failed to adequately alert users;

4. CFTC Chairman reiterates exclusive jurisdiction over prediction markets;

5. SpaceX to report Q3 financial and operational results on October 20 after US market close;

6. ChangXin Technology expects net profit exceeding RMB 130 billion for the first three quarters, turning profitable year-over-year, and plans to repurchase RMB 1 billion to 2 billion in shares;

7. NEAR Intents discloses $3.8 million exploit: attacker exploited deposit notification flaw to generate fake balances, all funds have been fully returned;

8. Sentora: DeFi total value locked drops $1.34 billion in a week, stablecoin supply declines in tandem;

9. CryptoQuant founder: MSCI-related risks have been priced in by the market, Wall Street remains broadly bullish on Strategy;

10. Strategy plans to switch STRC dividends to daily distribution, maintaining 12% annualized dividend rate in November.