Odaily News: Investment firm 1789 Capital, linked to Donald Trump Jr., is seeking to raise $3 billion for its second growth fund and has already secured about $2 billion from existing investors. It is reported that 1789 Capital currently manages over $4 billion in assets, with a portfolio that includes Anduril Industries Inc., Polymarket, and several companies under Elon Musk, such as X, xAI, and SpaceX.

However, 1789 Capital plans to reduce the number of investments, increase the size of individual investments, and lead more funding rounds. Earlier reports indicated that 1789 Capital is considering leading a new round of approximately $1 billion for prediction market platform Polymarket, with a planned investment of about $300 million. (Bloomberg)

Odaily reports that on-chain analyst tanuki42 disclosed that address 0xe07 holds 100,000 USDC and 218,000 USDT originating from the initial address of the stolen Bitget funds. These funds had been dormant for over 2.5 hours before the analyst publicly called on Circle and Tether to freeze the assets. At around 5 PM, crypto researcher SomaXBT posted that Circle had frozen the USDC assets and called on Tether to follow suit. As of press time, Tether has yet to respond.

Odaily reports: Arthur Hayes posted on X that a new round of the Flop Labs competition will begin at 12:00 UTC, with the theme of predicting the price of Xyz's Nvidia perpetual contract on Hyperliquid on October 4, 2026. Participants need to have their agents read the rules, claim the trading currency, and trade with each other on Technocore; the top three agents with the highest profits will split 1 million FLOP, and rewards will be distributed after the mainnet launch.

Odaily News: Volatility in the U.S. Treasury market has risen notably in recent days, while Bitcoin and the U.S. stock market remain calm. The MOVE Index, which measures expected Treasury volatility, rose from around 80 on Tuesday to 104 on Thursday, the highest level since March, when it once reached 199. By comparison, the Volmex 30-day Bitcoin Implied Volatility Index (BVIV) currently stands at around 37, close to its yearly low of 35, while the Cboe VIX, which measures expected S&P 500 volatility, is near its yearly low of 14. Meanwhile, the U.S. 10-year Treasury yield touched 5.2% on Thursday before falling back to 5.163%.

Data shows that over the past 20 trading days, the correlation coefficient between the VIX and the MOVE has fallen to -0.06, turning negative for the first time since April 2024; the correlation coefficient between BVIV and the MOVE stands at -0.37, among the lowest levels in recent years. Analysts note that as U.S. Treasuries serve as a critical foundation of the global financial and credit system, rising volatility typically signals tightening financial conditions, but BTC and U.S. stocks have yet to reflect the same degree of volatility risk as the bond market. (CoinDesk)

According to Gate data, the US dollar against the Japanese yen (USDJPY) fell to 157.5, currently at 157.495, a 24-hour decline of 0.9%.

Odaily reports: Bitcoin has risen 44% this quarter to nearly $85,000, with some holders beginning to take profits. Bitfinex data shows that recent BTC holders have realized cumulative profits of approximately $2.4 billion, while during historical market tops, single-day realized profits typically reached $7–10 billion. Meanwhile, U.S. spot Bitcoin ETFs have seen cumulative net inflows of $2.84 billion over the past 6 trading days, exceeding holder realized profits during the same period, with cumulative net inflows approaching $800 million year-to-date. Bitfinex also noted that approximately 410,000 ETH flowed out of exchanges over the past month, and U.S. spot Ethereum ETFs attracted a cumulative $680 million over 4 consecutive trading days, indicating that strong capital support remains in the recent market. (CoinDesk)

Odaily reports that Bitget has issued a notice reminding users to stay vigilant and verify before interacting with any Bitget-related accounts, messages, or links, in order to guard against impersonation of official accounts and suspicious links claiming to be from Bitget. Users can use Bitget's official channel verification page to confirm whether a channel is official.

Earlier reports indicated that some of Bitget's hot wallets experienced abnormal transfers, initially involving approximately $351.6 million.

According to the official page, Binance Alpha has now listed BREW (BREW).

Odaily reports that Bonk Guy posted that SOL is currently surging strongly, performing notably better than other major crypto assets. He stated that USELESS has been the strongest beta asset in the Solana ecosystem over the past year, consistently and significantly outperforming other Solana meme coins. Therefore, he believes that as SOL strengthens, USELESS may present further upside opportunities, and stated bluntly that "it's time to buy heavily."

1. Whale buys over 470 million XRP in 5 days, bullish breakout may be imminent;

2. Bitget security incident 12-hour progress report: Cold wallet is secure, withdrawals will resume as soon as potential risks are eliminated;

3. A global first: Seven UK banks complete cross-bank tokenized GBP deposit transactions;

4. Swissquote analyst warns that the AI narrative has become a core pillar of US stocks, and a rupture could trigger a significant correction;

5. Former Hack VC partner Hsin-Ju found dead in California at age 37;

6. Piper Sandler raises META stock price target from $785 to $875;

7. With a notional value exceeding $16.1 billion, 167,000 BTC options and 789,000 ETH options are set to expire;

8. Bonk Guy: Robinhood ecosystem token pullback is a buying opportunity;

9. IMF: Global AI investment could exceed $2 trillion by 2026, with debt financing dependence expanding in tandem;

10. Existing listings unaffected, Magic Eden says Payment Processor V2 vulnerability may affect NFTs listed before October 2024.

According to on-chain analyst Ai Yi, a smart money address (0x54e...a3F41) withdrew 133,000 VVV worth $4.14 million from Flowdesk 3 hours ago. This address apparently took profit of $588,000 two weeks ago, and currently holds 233,337 VVV worth $7.45 million, with an unrealized gain of $2.128 million based on an average withdrawal price of $22.78.

Odaily reports: A group of wallets suspected to be associated with Sakolkorn Sakavee, co-founder of Thai cryptocurrency exchange Bitkub, have cumulatively unshielded 65,820 ZEC from privacy addresses over a period of time, worth approximately $51.6 million, accounting for about 0.4% of ZEC's circulating supply and 1.37% of ZEC in shielded state. Of this, 53,900 ZEC worth approximately $42.3 million have been sold on Hyperliquid, with 536.7 BTC purchased; approximately 10,000 ZEC remain on Hyperliquid, and sell orders for approximately 8,370 ZEC worth $6.6 million are still pending execution.

Odaily News: Ethena has incorporated tokenized US stocks and Binance stock perpetual contracts into its USDe basis trade backing strategy: Binance bStocks serve as tokenized spot backing assets, hedged through Binance stock perpetual contracts to maintain delta neutrality. The Ethena Risk Committee had previously approved the inclusion of tokenized stock basis trades into its allocation strategy. Binance stock perpetual contract open interest currently exceeds $2.9 billion, with a monthly average compound growth rate of 105% this year; over the past 6 months, stock basis trades have averaged an annualized yield of 3.56%.

Odaily News: According to Magic Eden monitoring, a recently discovered vulnerability involves the NFT trading protocol Payment Processor V2 maintained by Limit Break. This protocol was previously used by Magic Eden for trade settlement in the 2024 EVM market. Magic Eden stopped using the protocol in October 2024 and shut down the EVM market in the first quarter of 2026, so the vulnerability did not affect currently active listings. NFTs listed on the Magic Eden EVM market between February and October 2024 may be affected.