On October 6, Bloomberg brought this matter to the forefront: Moonshot AI reportedly completed its final private funding round at a valuation of approximately $50 billion—a roughly fivefold increase from about $10 billion within a year; on the same day, Kuaishou pushed its most valuable AI asset, Kling AI, onto the IPO track.

Vitalik predicts that Ethereum transactions will become cheaper and more private, and that AI and on-chain applications will further converge.

BIS data shows that nearly half of AI internal investment amounts are accompanied by commercial supply relationships.

An evil person, at the very least, still possesses the capacity to exercise will and achieve their goals.

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On October 2, U.S. September nonfarm payrolls increased by only 29,000, yet the Nasdaq rose 1.2%. The cooling in employment eased expectations of a Fed rate hike, but long-end U.S. Treasury yields rebounded, indicating that funding cost pressures have not disappeared. Whether the U.S. stock rebound can continue will depend on the alignment of inflation and corporate earnings, especially whether AI investment can continue to translate into revenue, profit, and cash flow.

AI is reshaping the entire Web3 security and compliance workflow.

The open-source model camp is still accelerating its expansion.

If US Treasury volatility does not decline, the S&P 500 could pull back to 6,800 points within the month; if it cools, individual stocks will play catch-up.

Bank of America's Hartnett warns that the current market shows extreme divergence similar to the eve of the 2000 dot-com bubble burst, with AI and tech stocks rising alone, market breadth continuously deteriorating, and rising risk of an AI capex bubble.

From a 26-page paper to Anthropic's trillion-dollar valuation, from accusations that Altman is "two-faced" to internal remarks that "OpenAI is evil," this collapse of trust has reshaped the AGI race.

The market has high expectations for Micron's upcoming earnings report. Factors such as HBM prices, traditional DRAM supply and demand, and AI capital expenditure are all key market focuses, but actual results may still differ from market expectations.

Musk, Jensen Huang, and Amodei all showed up

As of September 29, the U.S. 10-year Treasury yield rose to 5.26%, briefly touching 5.293% intraday, the highest level since 2007; the 30-year yield reached an intraday high of 5.6206%, the highest since 2002.

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