Odaily星球日报讯 美国 SEC 推出的证券代币化创新豁免机制引发行业争议，焦点在于哪些区块链符合“公开且无需许可”的准入标准。符合条件的企业可在特定要求下运营代币化美股交易平台，无需注册为传统证券交易所。目前，TSV LLC、OKXICE 和 Kephas Corp.已向 SEC 提交通知，计划分别采用 Canton Network 或以太坊 Layer2 开展业务。Solana Policy Institute 呼吁收紧“无需许可”的定义，重点审查交易验证、审查及规则修改的实际控制权；Hedera 主张扩大适用范围，允许采用许可制验证节点的公链参与；华尔街组织 SIFMA 也要求进一步明确标准。SEC 官员表示，企业提交通知 30 天后可开展业务，无需 SEC 逐一批准所采用的区块链，但这不代表监管认可相关网络；SEC 正在评估反馈，并可能发布补充指引。

Odaily: Initia stated that on October 23 at 22:59 (UTC+8), an attacker exploited a vulnerability in the Initia MoveVM script cache to bypass security checks and forge MoveVM state, crediting themselves with WETH, iUSD, and USDC that had no actual backing. The total supply of the relevant tokens has not changed, INIT was not minted additionally, and the total supply is unaffected.

According to Arkham monitoring, the Polygon multisig wallet tagged address "0xFA5" has transferred a total of 52.928 million POL to the staking contract address, worth approximately $4.82 million.

Polygon officially stated earlier that, according to the PIP-92 proposal, 27.3 million POL from accumulated fees will be used to support staking rewards for the period from October 1 to December 1.

Odaily reports: The U.S. Office of the Comptroller of the Currency (OCC) has issued the final stablecoin rule under the GENIUS Act, set to take effect on January 18, 2027. The rule removes the clause that automatically extended the redemption period to 7 calendar days once demand exceeded a threshold, and defines "prompt redemption" as the issuer initiating payment or crediting the issuer's account upon request; bank settlement is a separate subsequent step. The general processing deadline for eligible redemption requests is capped at 2 business days, excluding weekends and federal holidays; when redemption requests for a single brand exceed 10% of its circulating supply within 24 hours, the issuer must notify the OCC supervisory office within 24 hours, with the regulator having discretion over whether to extend the processing time, and issuers may not delay redemptions citing onboarding process deficiencies. The revised confidential PS-01 report will track unpaid tokens, average redemption duration, and redemption amounts exceeding 2 business days; the first weekly and quarterly reports are due on January 25 and March 31, 2027, respectively, both pending OMB approval.

Odaily reports: According to monitoring by on-chain analyst Yu Jin, Arthur Hayes is bearish on the market outlook and has reduced positions worth $26.08 million across multiple tokens, including:

8,000 ETH, at a unit price of $2,369.18, worth $19 million;

14 million ENA, at a unit price of $0.191, worth $2.76 million;

323,000 UNI, at a unit price of $6.85, worth $2.24 million;

1.89 million ETHFI, at a unit price of $0.635, worth $1.23 million;

547,000 AERO, at a unit price of $0.716, worth $400,000;

120,000 PENDLE, at a unit price of $2, worth $240,000;

3 million ZAMA, at a unit price of $0.0706, worth $210,000.

Odaily reports: At 2:39 AM EST on October 23, Swell announced the suspension of deposits and withdrawals for its liquid staking token swETH and restaking token rswETH until the net asset value (NAV) returns to correct levels, without disclosing a restoration timeline. On-chain data shows that at 16:48 that day, the contracts reported approximately 1.203 ETH per swETH and approximately 1.138 ETH per rswETH, roughly 6% and 5% higher than the normal exchange rates of 1.133 ETH and 1.082 ETH as determined by Spreek, respectively; rates on decentralized exchanges stood at approximately 1.089 WETH per swETH and 1.029 WETH per rswETH, both far below the contract-reported values. Spreek stated that at 21:28 on October 21, the admin keys of both tokens were suspected to have been compromised, with NAV being inflated by up to 1% per hour without asset backing; the attacker deployed 4 malicious upgrade contracts capable of withdrawing approximately 2,513 ETH, but the transactions were not queued through Swell's multisig. Odysseus, founder of Phylax Systems, said the incident involved BOT key misuse, and losses have not been confirmed. Railway disclosed the same day that an unauthorized third party may have read customers' encrypted environment variables. Swell stated that funds are safe.

Odaily Report: On October 23, the US SEC's Division of Examinations released its examination priorities for fiscal year 2027, listing tokenization for the first time as a high-risk area for clearing agency examinations, and in the Regulation SCI section placing it alongside securities tokenization, superintelligence, extended trading hours, and quantum computing as emerging trends for market system review. Examination Director Keith Cassidy stated that markets are evolving rapidly and examination programs must evolve in tandem; Chair Paul Atkins said examinations are an important tool for promoting compliance and protecting investors.

Odaily reports: In his keynote speech at TOKEN2049 Singapore, Arthur Hayes stated that high-FDV, low-float tokens no longer rise after listing on Binance, and criticized VC presales for abusing tokenomics and leaving retail investors to bear the bag. He said this model has dominated the industry for over a decade, but the market is no longer buying into it. Flop Labs has proposed a "100% fair launch" scheme with no presale and no VC allocation, instead having testnet participants earn FLOP through actual work and receive airdrops. The genesis airdrop accounts for approximately 24.3% of the Year 10 supply, about 4.4 billion tokens, with a total supply of 18.1 billion; the launch is planned for late October or early November 2026 and will last about 90 days, with mainnet genesis set for Q1 2027. Flop Labs is funded by Hayes personally; Hayes stated that FLOP is not yet trading and that any early sales are scams.

Odaily report: According to Odaily monitoring, a certain address's contract account has accumulated profits of approximately $22.65 million. In a reversal operation, it closed approximately $6.34 million worth of SOL long positions and opened approximately $10 million worth of SOL short positions, with a holding size of 98,219.31 tokens.

Address: 0x469e9a7f624b04c24f0e64edf8d8a277e6bf58a5

Odaily reports that the Monetary Authority of Singapore has announced the expansion of the BLOOM cross-border digital currency settlement initiative, with Bank Negara Malaysia and the Bank of Thailand joining as policy-making members. BLOOM is a public-private partnership initiative covering regulated stablecoins and tokenized deposits, with participants including Mastercard, Visa, Nium, Ripple, Circle, Coinbase, Airwallex, Maybank, Monee, Shopeepay, and the World Bank Group. The initiative will study the acceptance of different forms of currency, inter-institutional contracting, settlement, and system connectivity, and will implement identity verification and sanctions screening through programmable controls, with applications spanning payments, corporate treasury, and trade finance.

Odaily Report: SpaceX's planned $40 billion financing through a special purpose vehicle (SPV) to purchase Nvidia chips has reportedly encountered obstacles. Sources familiar with the matter revealed that SpaceX aims to move the related liabilities off its balance sheet to protect its own investment-grade credit rating. However, recent turmoil in the credit markets has driven up borrowing costs across the industry, complicating negotiations over the pricing of this financing. The financing plan is expected to be structured into three tranches of 144A bonds, with the subordinated portion sized at $25 billion to $30 billion, and the other two tranches at $10 billion and up to $5 billion, respectively.

SpaceX delivered strong results in the third quarter of this year, with its AI business achieving profitability for the first time and generating additional revenue by selling computing power from its Memphis data center to external AI labs and major cloud service providers. Last year, SpaceX attempted to raise up to $20 billion in off-balance-sheet debt for Musk's AI company xAI, but auditors determined the transaction did not meet accounting treatment requirements, ultimately resulting in approximately $13 billion in debt being recorded on SpaceX's own balance sheet. SpaceX Chief Financial Officer Bret Johnsen has expressed confidence in continuing to raise capital prudently while maintaining the company's investment-grade credit rating. (Bloomberg)

Odaily reports: Arjun Sethi posted that Kraken's inquiries to Monero (XMR) buyers regarding employer, source of funds, and purpose of holding were improper. The relevant inquiries have been withdrawn, customers are not required to provide information, and the question about the purpose of holding has been canceled. Kraken still retains source-of-funds verification, and XMR remains listed for trading; Kraken does not accept XMR deposits, users in the European Economic Area and the United Kingdom cannot trade, and users in Canada and Australia cannot deposit, hold, or trade.

Odaily reports, according to Lookonchain monitoring, HYPE has fallen 22% from its peak. A certain address (0xf02...3454c6) currently holds 715,300 HYPE short positions, with a position value of $54.57 million, an unrealized profit of $5.56 million, and has additionally received $620,000 in funding fees.

Odaily reports: Arthur Hayes posted on X platform that his investment firm Maelstrom has liquidated its positions in ETH, ENA, UNI, and other altcoin-related holdings, taking profits.

Hayes believes that due to macroeconomic and geopolitical uncertainties, the crypto market may need to experience a downturn first before rising again. He stated that he currently plans to stay on the sidelines temporarily and wait for clearer signals from the market before considering re-entry.

Odaily News: Yesterday, BlockBeats suffered a cyberattack, which caused abnormalities on its website. Meanwhile, some Odaily App users received security alerts from the Apple system, which led to market misunderstandings that Odaily had also been affected by the attack.

In response, we hereby formally state: Odaily is not affected by the DarkSword attack, and the App has not been affected by this security incident.

The actual reason is that the Odaily App was temporarily removed from the App Store last week due to issues related to the Apple developer account. We have communicated with Apple officials and are pushing forward with resolving the issue. We are currently in the process of reviewing a new version and restoring the app to the store. Due to the large backlog in App Store reviews recently, the update and relisting are expected to be completed next week.

It should be emphasized that this removal was an operational issue caused by adjustments to the entity of the company's own developer account, and is unrelated to regulatory policy, business compliance, App content, or platform security.

The alerts received by some users were notifications issued by the Apple system regarding the app's status, and are unrelated to the DarkSword attack or to any security issues with the Odaily App itself. Because the two incidents occurred close together in time, unnecessary misunderstandings were caused.

The Odaily App is currently operating normally, and existing users can continue to use it as usual. This incident does not involve Odaily security issues or any security risks caused by the DarkSword attack.

Thank you to all users and partners for your attention and trust. We will promptly update everyone on the progress of the App's relisting and updates.

Odaily reports that, according to Onchain Lens monitoring, a wallet associated with Arthur Hayes (0x6cd...7e21) transferred 8,000 ETH, worth approximately $19 million, including 1,600 ETH each to Binance, Galaxy Digital, and FalconX, each worth about $3.8 million, intended for sale.