Odaily: Nscale announced it has raised $3.36 billion through convertible loan notes. The round was led by Third Point, with $2.36 billion already funded at closing. Nvidia has committed an additional $1 billion, with the funds expected to be in place by mid-November. Nscale said its total contracted value has now exceeded $103 billion.

Odaily: A Hyperliquid address MK4, suspected to belong to X account @mk4_lul, currently holds a NEAR long position worth approximately $29.7 million, with an entry price of around $2.35 and 10x leverage.

Odaily reports: The Trump administration has required OpenAI and Anthropic not to provide new AI models to the UK government's AI Safety Institute (AISI) and others before the US government completes its review. Sources familiar with the matter said the US wants to ensure that AI models developed in the United States are safe before providing them to allies, including the UK. OpenAI declined to comment, while Anthropic and the White House did not immediately respond to requests for comment. (Bloomberg)

Odaily reports, according to market sources: NVIDIA has committed to invest $1 billion in NScale, with the funds expected to be in place by mid-November. (Jinshi)

Odaily reports: Dragonfly Managing Partner Haseeb stated on the X platform that he was once a professional "gambler," and his core principle was to never touch the "risk of ruin"—that is, always keep chips in reserve for rebuilding and coping with the worst-case scenario. Similarly, AI risk may not be as severe as imagined, and may be easy to solve, but as long as a reasonable possibility exists, we should not take the gamble before fully confirming otherwise.

Haseeb said that if someone believes the probability of AI causing human extinction is 10%, it actually means they believe that in 90% of cases no serious consequences will occur—but humanity cannot determine which scenario it is actually in. Therefore, until it can be confirmed that the extinction risk has been eliminated, humanity should not voluntarily take on this risk.

Odaily News: Tesla has increased production of its Optimus humanoid robot by approximately 10x in recent months, as the Tesla Optimus humanoid robot encountered challenges with hand design and suppliers during the process of scaling up production. (The Information)

Odaily News: A gauge of U.S. Treasury volatility is on track for its biggest gain in more than a year, after bond yields climbed to multi-decade highs and jolted the market out of its recent doldrums. The ICE BofA MOVE index, a measure of bond-market volatility, has risen about 29.69% this week, the largest increase since last April's so-called "Liberation Day," when Trump's sweeping import tariffs rattled global markets. The index has now climbed to its highest level since March of this year, when the war with Iran had just broken out.

With markets swinging violently, many traders have chosen to stay on the sidelines. Adam Kurpiel, head of rates strategy at Societe Generale, said for example that his team currently holds a neutral view on U.S. rates and is waiting "for volatility to come down before trading."

Odaily reports that Bonk Guy stated in a post on his personal channel that USELESS has launched on Arcus, a derivatives DEX within the Robinhood Chain ecosystem, where users can trade RWAs, major crypto assets, and blue-chip meme coins such as USELESS. He noted that Arcus is similar to Hyperliquid on Robinhood Chain and is still in its early stages, where users can accumulate trading volume and points through trading; if the platform rewards users based on activity in the future, some highly active users could receive million-dollar-level airdrops. Bonk Guy also said that users who previously joined the Arcus waitlist through his referral link have already been whitelisted for perpetual contract trading, and he urged those who have not yet joined to participate as soon as possible.

Odaily News: Fed Chair Warsh habitually measures his tenure in days, and on the 127th day of his leadership at the Federal Reserve, the contours of an institutional restructuring have already emerged. He quickly adjusted the post-FOMC press conference mechanism, not only significantly compressing the duration of the press conference, but also rearranging the seating order for reporters' questions alphabetically by the English names of news organizations.

These seemingly superficial adjustments in form, in reality, reflect Warsh's complete break with his predecessors in monetary policy thinking and communication style. At the September 16 press conference, he directly rejected the traditional neutral rate analytical framework, explicitly stating that the concept is only "academically useful" and has no guiding significance for the Fed's rate hike decisions. (Substack)

Odaily reports: Blockchain security firm SlowMist has stated that the attack samples it analyzed targeting iPhone Safari have not been linked to any confirmed incidents of crypto asset theft. The available technical evidence primarily covers iOS 18.4 through 18.6.2, and whether iOS 26.5 is affected still lacks reproducible technical evidence.

The attack reuses the previously disclosed DarkSword attack chain technique, loading code through malicious web pages disguised as free virtual private server services. The samples contain components that access Apple Keychain, extract and decrypt stored information, and can also access application files and shared data.

SlowMist recommends that iPhone users install the latest iOS security updates available for their devices and avoid clicking suspicious links. Users who suspect their wallet private keys or seed phrases have been compromised should generate a new wallet on a clean device and transfer their assets. (Cointelegraph)

Odaily News: Magic Eden co-founder Jack posted on X platform that Magic Eden was not attacked today. This incident involves Limit Break's transaction protocol and smart contracts, which Magic Eden stopped using two years ago. The team is currently discussing further measures with Limit Break, including pushing for a pause on asset transfers at the protocol level; until then, users should follow official guidance to revoke relevant authorizations on Magic Eden. Jack also thanked white-hat hacker 0xQuit for participating in the rescue and said more updates will be announced later.

Odaily reports that Goldman Sachs estimates AI infrastructure spending by Amazon, Google parent company Alphabet, Microsoft, Oracle, and Meta will reach $800 billion this year. Goldman Sachs notes that hyperscale cloud providers need approximately $300 billion in annual AI revenue to break even. However, rising financing demands and infrastructure constraints may weigh on the pace of future spending growth.

Odaily reports that the transaction amount was not disclosed. Founded in 2019, Coinglass covers 28 exchanges and over 2,500 trading products, providing data on open interest, funding rates, liquidations, and options. It has more than 5 million monthly active users and over 10,000 API clients. Following the acquisition, CoinMarketCap will integrate Coinglass's derivatives data into its platform, offering information on market leverage positions, liquidation distribution, and funding rates to its 115 million monthly users. Coinglass will continue to operate as an independent business, with its website, app, free tools, API, and pricing remaining unchanged.

Odaily: Michael Saylor posted on X that the proposal covers STRF, STRC, STRK, and STRD. Dividends will accrue on each calendar day, including weekends and holidays, and will be paid on the next business day; the relevant economic terms remain unchanged. The proposal aims to support price stability, liquidity, and demand.

Odaily reports, according to OKX market data, SUI has broken above 1.15 USDT, currently trading at 1.1472 USDT, with a 24H gain of 20.79%