Odaily News: Sources from Pakistan's military and Iran's security authorities told Russia's Sputnik news agency that the United States and Iran have reached a consensus on the terms of a ceasefire agreement, which includes freedom of navigation in the Strait of Hormuz. The sources said, "A consensus has been reached on the ceasefire agreement, including provisions for freedom of navigation in the Strait of Hormuz." The sources noted that both sides are expected to make a related announcement in the coming days. According to the sources, based on the Islamabad memorandum, negotiations and a round of technical meetings will be initiated. (Jin Shi)

Odaily News, according to HyperliquidNews monitoring, HyperCore’s 7-day average daily unique wallet count has reached 80,700, setting a new all-time high.

Odaily Planet Daily News: Thailand's Securities and Exchange Commission (SEC) is seeking public comments on proposed rules for spot Bitcoin and Ethereum ETFs, with the draft also covering adjustments to eligibility criteria for foreign custodians. Digital asset ETFs must be established and managed by licensed asset management companies and are subject to existing ETF rules and digital asset investment requirements.

Thailand's SEC stated that Bitcoin and Ethereum funds will be included in the scope of application first, and other altcoin funds will only be considered once conditions are met, with feeder funds to be opened at a later stage. The relevant products must be listed and traded on the Stock Exchange of Thailand (SET), and foreign custody arrangements may be adopted when necessary and appropriate. (Bitcoin.com News)

Odaily News: RockawayX, which manages approximately $2 billion in assets, is seeking to raise $150 million for a new liquidity opportunity fund. RockawayX has previously acquired the crypto hedge fund Relayer Capital. Austin Barack, founder of Relayer Capital and former Partner at CoinFund, will continue to work at RockawayX and manage this fund. The fund will focus on investing in undervalued tokens and crypto-related stocks. Recently, Bitcoin, Ethereum, and Solana have all risen more than 20% over the past week. Meanwhile, crypto venture capital firms such as Paradigm and Framework Ventures are incorporating fields like AI and robotics into their investment strategies.

Odaily News, according to Bitcoin News, Strive has raised enough funds through SATA trading in the first two trading days of this week to purchase more than 348 Bitcoin.

Odaily News: HyperliquidNews posted on the X platform, stating that the stablecoin market capitalization has reached $6.888 billion ahead of the AQAv2 launch, approaching its all-time high of $7 billion.

Odaily News: According to U.S. SEC filings, prediction platform Kalshi has raised approximately $1.12 billion through equity financing, with a total offering size of $1.5 billion.

Odaily News: Bloomberg ETF analyst Eric Balchunas stated on the X platform that store-of-value assets GLD and IBIT have returned to the list of the 10 most actively traded ETFs. After semiconductor ETFs dominated the list throughout the summer, some semiconductor ETFs have seen their rankings decline. This shift once again indicates that currency debasement trades are beginning to replace the AI boom. Semiconductor ETFs are still trading above their size levels, but not to the same extent as before.

Odaily Block News: The first proceeds from Hyperliquid's AQAv2 mechanism are expected to enter the Hyperliquid Assistance Fund on October 3. The market anticipates the initial fund size could reach approximately $20 million, which will be used to repurchase HYPE. AQAv2, or Aligned Quote Asset v2, is a stablecoin mechanism announced by Hyperliquid in May this year, allowing stablecoins not exclusively issued by Hyperliquid—including USDC—to qualify for "Aligned" status. According to public information, AQAv2 returns the majority of stablecoin yields to the Hyperliquid ecosystem, with 90% of the proceeds allocated to the relevant mechanism and subsequently used entirely for repurchasing and burning HYPE tokens. Coinbase has been designated as the fund deployment party, with Circle responsible for technical deployment, and both parties will also stake HYPE to participate in the mechanism. Analysts estimate that this mechanism could add approximately $135 million to $160 million in annual HYPE buyback pressure.

Odaily News: Recent Bitcoin volatility has triggered a wave of leveraged long position liquidations. On August 22, hourly liquidations reached $529 million, with long positions accounting for $478 million; on August 23, an additional $84 million in crypto long positions were liquidated within one hour.

Prediction market Kalshi launched the first spot Bitcoin perpetual futures contract approved by the U.S. Commodity Futures Trading Commission (CFTC) on June 3, with liquidations reaching $5.5 billion in the first two weeks. Kalshi CEO Tarek Mansour stated that the product offers U.S. institutions regulated onshore perpetual contract trading.

Benjamin Schiffrin, Director of Securities Policy at Better Markets, pointed out that perpetual futures are high-risk crypto products for retail investors, and the CFTC did not impose additional investor protections when approving them. Analysis account Qmo noted that there are significant Bitcoin long liquidation pools in the $62,000 to $67,000 range; trader Money Bunny disclosed that short liquidations reached $2.7 billion to $3.5 billion within 24 hours. (Forbes Digital Assets)

Odaily News: Bitcoin treasury company Strategy's Bitcoin holdings are currently valued at $66.7 billion, with annual obligations such as preferred stock dividends and interest amounting to approximately $1.76 billion. According to Regime Intelligence analysis, the company's 840,447 BTC holdings correspond to roughly $22 billion in debt and priority claims, and continued access to capital market financing serves as the foundation for meeting its obligations.

Stress tests show that Bitcoin prices would need to fall by approximately 96% before Strategy's Bitcoin holdings and reserves would be insufficient to cover its convertible bonds; its debt is not a traditional Bitcoin-collateralized margin loan, and there is no BTC margin call mechanism triggered by price declines.

Report author Sherif Saad stated that Strategy needs to maintain its financing cycle to cover annual debt and preferred stock expenses, with cash reserves currently covering approximately 2.6 times the related annual expenses. If the financing environment deteriorates, the company may rely more heavily on reserves and Bitcoin sales to meet its obligations.

Strategy has sold Bitcoin four times since May, with the most recent sale involving 1,690 BTC, using the proceeds to pay preferred stock dividends, repurchase shares, and increase its dollar reserves. CEO Phong Le said earlier this month that the company has purchased approximately 25 times the amount of Bitcoin it has sold this year, and plans to resume purchases later this year. (Cointelegraph)

Odaily reported that SpaceX plans to construct a $100 billion Starship launch facility along the southern coast of Louisiana, adding a third Starship launch site. Located on Pecan Island, the base spans approximately 125,000 acres and will feature 5 launch complexes, 10 launch pads, as well as facilities for propellant production, power generation, spacecraft processing, and employee housing. The site will help SpaceX increase Starship launch frequency and support future plans to deploy up to 1 million data center satellites. The Starship will also be used to launch upgraded Starlink satellites, with orbital data center missions scheduled as early as 2027, and is planned to carry NASA astronauts to the Moon as early as 2028. (Jin10)

Odaily News, according to the Wall Street Journal, Anthropic is expected to tell investors in its IPO filing that its potential revenue opportunity exceeds $30 trillion, surpassing SpaceX's previous estimate of $28.5 trillion. Anthropic is showcasing the growth potential brought by AI through its "Total Addressable Market" (TAM), assessing the scale of all work that AI models are expected to be able to accomplish in the future.

SpaceX previously described its TAM as "the largest actionable market in human history," with $26.5 trillion of that attributed to AI opportunities. Anthropic's second-quarter revenue has already exceeded $11.6 billion, doubling from the previous period. The company's IPO could raise up to $100 billion, targeting a valuation of approximately $2 trillion, higher than SpaceX's $1.77 trillion valuation at its listing. The plans are still under discussion, with a potential listing expected as early as September or October. (Jinshi Data)