Odaily reports: According to MSX.COM data, US semiconductor stocks broadly declined during intraday trading, with the Philadelphia Semiconductor Index falling 2.16%. In the memory storage sector, Micron Technology dropped 3.28%, SK Hynix fell 5.00%, SanDisk declined 5.07%, Western Digital dropped 4.77%, Seagate Technology fell 3.87%, and Kioxia ADR declined 5.02%.

According to SoSoValue data, as of 8:00 AM ET on September 28, 2026, the total weekly net buying of Bitcoin by publicly listed companies (excluding mining companies) worldwide last week was $239 million, an increase of 30.4% compared to the previous week.

Strategy (formerly MicroStrategy) bought 1,665 Bitcoin last week at a price of $85,681, spending approximately $143 million, bringing its total holdings to 847,666 BTC.

Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking eleven consecutive weeks without buying Bitcoin.

In addition, 3 other companies announced Bitcoin purchases or holdings updates last week. French Bitcoin company Capital B announced on September 28 that it purchased 13 Bitcoin at a price of $85,693.40, bringing its total holdings to 3,538 BTC; asset management company Strive announced on September 28 that it spent approximately $94.53 million last week to purchase 1,107 Bitcoin at a price of $85,396, bringing its total holdings to approximately 27,462 BTC.

As of press time, the publicly listed companies (excluding mining companies) tracked in the statistics collectively hold a total of 1,159,755 Bitcoin, an increase of 0.32% compared to the previous week, with a current market value of approximately $96.74 billion, accounting for 5.7% of Bitcoin's circulating market cap.

Odaily reports that Lookonchain posted on X platform stating that data from September 28 shows Bitcoin ETFs had a net inflow of 29,300 BTC over the past 7 days, valued at $2.45 billion; over the past 1 day, the net inflow was 1,740 BTC, valued at $146 million.

Ethereum ETFs had a net inflow of 231,500 ETH over the past 7 days, valued at $624 million; over the past 1 day, the net inflow was 20,400 ETH, valued at $55.12 million.

Odaily News: The European Securities and Markets Authority (ESMA) has published its 2027 work program, which will coordinate national supervision of crypto asset service providers (CASPs), with a focus on operational resilience, outsourcing risks, liquidity, reverse solicitation, and asset classification.

ESMA Chair Verena Ross stated that MiCA's focus has shifted from rule-making to supervision and convergence. ESMA plans to harmonize the periodic reporting that CASPs submit to national regulators and promote common risk indicators and supervisory dashboards.

ESMA will advance MIDAS, a centralized crypto market monitoring system, to monitor potential market abuse under the MiCA framework. The first phase of the system is expected to be fully operational by 2027.

ESMA plans, after obtaining Board approval, to add analytical functions to MIDAS and expand the types of usable data in the fourth quarter, while incorporating supervisory experience into the European Commission's MiCA review, which is expected to be completed by June 2027. (Cointelegraph)

Odaily News: The Federal Reserve's Inspector General has revealed that an employee may have taken confidential Fed information upon leaving their position. (CLS)

Odaily News: Prominent researchers from OpenAI, Anthropic, Meta, and Microsoft are calling for government regulation of AI with self-improvement capabilities. (WSJ)

Odaily News: Ric Edelman, founder of U.S. investment advisory firm Edelman Financial Services, recommends that his clients allocate up to 40% of their portfolios to Bitcoin. Edelman stated that a 1% or 2% allocation is far from sufficient and that the allocation ratio should be increased; market performance supports this view. (Bitcoin Treasuries)

Odaily reports: Major U.S. exchanges are drawing up plans to expand and promote stock trading outside traditional trading hours, and the era of 24-hour, round-the-clock U.S. stock trading may be approaching. The New York Stock Exchange and Nasdaq have previously offered pre-market and after-hours trading, but trading activity during these periods is usually low.

With the development of 24-hour cryptocurrency trading platforms, stock trading platforms, and round-the-clock prediction markets such as Polymarket and Kalshi, combined with growing demand from investors outside the United States for round-the-clock liquidity and timely trading, major exchanges are seeking to further extend stock trading hours. (Bloomberg)

According to an official announcement, OKX will list XDPUSD-margined X-Perpetual (X-Perp) on its website, App, and API. Detailed rules are as follows: the supported trading pair is XDPUSD UM (X-Perp), and the trading start time is 23:00 (UTC+8) on September 28, 2026.

According to MSX.COM data, the US semiconductor sector mostly declined, with the Philadelphia Semiconductor Index falling 1.5%; among constituent stocks, ARM dropped over 8%, Qualcomm fell over 7%, Intel declined over 4%, Marvell Technology and AMD dropped over 3%, and Micron Technology fell over 2%; Nvidia bucked the trend, rising over 3%.

Odaily reports that Bubblemaps stated on X platform that the current top 10 fomo platform traders have unrealized gains exceeding $50 million on paper, but if they were to actually sell their positions, the final profits could be far below the paper value. Bubblemaps noted that by taking the largest positions of the top 10 Fomo traders and simulating the value of their positions after actual selling, it found that leaderboards typically calculate position value based on a fixed token price, without accounting for the impact that large sell orders would have on the token price.

Odaily News: Physical AI company SiMa.ai has announced the completion of a $150 million Series C funding round, co-led by Fidelity Management & Research Company and Amplify, with participation from Alter Venture Partners, Dell Technologies Capital, Maverick Capital, Point72, StepStone Group, and others. AllianceBernstein, Baron Capital, JPMorgan Chase, and the State of Michigan joined as new investors. The company's cumulative funding has reached $500 million, with a valuation of $1.45 billion. It is reported that the funds will be used to accelerate the scaling of its Palette Neat agent software environment, and the company plans to launch a dedicated physical AI chip capable of achieving 1000 dense TOPS of computing power in the first half of 2028. (Businesswire)

Odaily News: If Democrats control the House or Senate after the November midterm elections, they are expected to launch investigations into business dealings related to Trump and his family, with a focus on their involvement in cryptocurrency, prediction markets, and investment businesses, as well as companies that provide funding to White House projects.

Controlling either chamber of Congress would give Democrats more committee investigative resources and subpoena power, with some investigations potentially beginning as early as February next year. Among the entities repeatedly mentioned so far are 1789 Capital, a venture capital firm in which Donald Trump Jr. is involved, and crypto companies tied to the Trump family, but no final investigative list has yet been formed. Republican Senator John Curtis has also previously called for an investigation into some of Donald Trump Jr.'s business relationships.

Odaily News: An official familiar with the U.S.-Iran negotiations revealed that the United States and Iran are expected to hold another round of talks through mediators on the 28th or 29th. Iranian Foreign Minister Araghchi and Qatari mediators are currently in the United States, and the talks are expected to focus on revising Iran's proposal to reopen the Strait of Hormuz within seven days, which was put forward during the United Nations General Assembly. On the 22nd, U.S. Special Envoy Witkoff and Trump's son-in-law Kushner held indirect talks with Iranian Foreign Minister Araghchi through Qatari mediators during the UN General Assembly in New York.

According to U.S. media reports, Iran proposed that if the United States lifts its maritime blockade, cancels oil sales sanctions, and restores a regional ceasefire, Iran would reopen the Strait of Hormuz within seven days and restart nuclear negotiations. U.S. President Trump confirmed to the media on the 26th that he had rejected Iran's proposal. On the 27th, Trump stated that he expects the United States and Iran to restart negotiations within the next week. (CLS)

Odaily News: According to MSX.COM data, the losses of the two US CPU giants widened. Advanced Micro Devices (AMD) fell 3% to $612.285 per share, with a total market capitalization of $999.5 billion. Intel dropped 5% to $116.860 per share, with a total market capitalization of $617.7 billion.

In addition, US gold and silver mining company stocks followed the decline in gold prices. Newmont Mining fell 4.7%, Harmony Gold dropped 6.7%, Hecla Mining declined 5.9%, and Coeur Mining fell 5.5%.

Odaily News: Capital Economics believes that the selloff in US Treasuries mainly stems from changes in market expectations for near-term interest rates. The 10-year US Treasury yield is now approaching its June 2007 high. Economist James Reilly noted that this move reflects rising oil prices and a strong US economy more than it does AI-related debt issuance or fiscal concerns.

Reilly expects that as the Federal Reserve tightens less than investors currently anticipate, the 10-year US Treasury yield will "fall sharply to 4.25%" by the end of 2027. He believes that although AI-related debt issuance will continue to put upward pressure on yields, its impact is not as large as media reports suggest and will be offset by changes in monetary policy expectations. As for fiscal concerns, he added that no substantial fiscal news has recently emerged that would be enough to trigger a sharp surge in yields. (Sina Finance)