Odaily News: According to an MSX announcement, MSX launched spot trading of Expedia Group (EXPE) and Shopify (SHOP) stock tokens on September 24.

Expedia Group reported Q2 2026 revenue of $4.315 billion, up 14% year-over-year, with total gross bookings reaching $33.928 billion, up 12% year-over-year;

Shopify reported revenue of $3.583 billion for the same period, up 34% year-over-year, with platform gross merchandise volume reaching $115.567 billion, up 32% year-over-year.

Odaily News: Digital asset investment firm RockawayX will deploy $150 million through its Catapult program to provide venture capital, product structuring, liquidity, market-making, and distribution support for projects bringing real-world yield assets into DeFi. RockawayX manages approximately $2 billion in assets and has already deployed about $300 million onchain. The program will focus on areas including trade and supply chain finance, special asset-backed securities, CLOs, and real estate-related credit.

RockawayX CEO Viktor Fischer said that after trading, "yield" could become the largest use case onchain, and that new yield sources with annualized returns exceeding 12% and uncorrelated to crypto market trends will be needed in the future. Fischer also noted that the challenge with real-world assets (RWAs) is not tokenization itself, but rather the buyers, trading venues, and exit mechanisms after assets are tokenized. (CoinDesk)

Odaily News: Oracle (ORCL.N) is attempting to avoid the massive costs associated with a large data center project in New Mexico, which undoubtedly adds new uncertainties to a project already plagued by opposition and regulatory obstacles. According to people familiar with the matter, Oracle has sent a notice to a subsidiary of Blue Owl Capital, the project's developer, invoking the force majeure clause.

The sources said Oracle is not seeking to exit the project as the primary tenant, but rather wants to defer payments in the event that the "Project Jupiter" data center project experiences delays and fails to come online as planned in 2028. (Bloomberg)

Odaily: US initial jobless claims for the week ending September 19 came in at 197,000, versus expectations of 201,000. The previous reading was revised from 196,000 to 198,000. (Jinshi)

Odaily News: AI infrastructure company Verda has completed a new $189 million funding round led by Emergence Capital, with participation from MUFG Innovation Partners, computer manufacturer Super Micro Computer, Varma Mutual Pension Insurance, and Lifeline Ventures, among others. Following the funding, the company's valuation is reported to have reached at least $1 billion. (Bloomberg)

Odaily News: Bank of America Securities has reiterated its "Buy" rating and $810 price target for Meta following the Meta Connect 2026 conference, believing that the newly launched personal agent Muse is becoming an important pillar of the company's consumer AI strategy. The institution noted that Muse has already gained initial user growth and has established partnerships with Walmart, Best Buy, Shopify, Expedia, and Instacart. It will also be integrated into smart glasses in the future and gradually expand across Meta's products and Reality Labs devices, potentially addressing the shortcomings of its hardware in smart assistant functionality.

On the monetization front, Meta plans to charge commissions on transactions completed through Muse, adding a new revenue stream. However, the company has not yet officially set a commission rate, and the related revenue contribution remains at an early stage. The scale of monetization and conversion effectiveness still require further observation.

Odaily reports that U.S. Securities and Exchange Commission Commissioner Hester Peirce, speaking at the SIFMA Digital Assets Conference, stated that regulators should re-examine traditional financial surveillance methods and shift from "collecting more data" to using new technologies for more precise verification. She said that technologies such as zero-knowledge proofs can verify whether users meet requirements related to age, citizenship, accredited investor status, or sanctions lists without disclosing personal information such as name, income, or address; federal agencies and regulated entities can adopt attribute-based verification when technically feasible, and allow registered entities to rely more on third-party identity verification to reduce redundant collection and storage of sensitive information.

Odaily: Galaxy's head of research posted on X that Hester Peirce said society is currently at a crossroads: one path is to maintain the status quo—collecting more data, strengthening surveillance by intermediaries, and adding more "Know Your Customer" requirements, turning financial infrastructure into a panopticon; the other path is to leverage new technologies to improve the ability to catch criminals while collecting less personal information, and to protect Americans' privacy through more prudent surveillance.

Odaily reports that Tom Lee, Chairman of Ethereum treasury company Bitmine, said in an interview that this crypto market bull run could be larger than the past few cycles. He believes that crypto-related stocks have already led gains in the third quarter, indicating that the bull market has begun.

Lee noted that unlike past cycles driven by ICOs, NFTs, meme coins, and stablecoins, this rally is also being fueled by tokenization, AI, and a more favorable policy environment for the crypto industry. After years of consolidation, he expects the market to see a more decisive breakout, with upside potential that could exceed previous cycles.

According to Odaily, Bitcoin Treasuries posted on X that BlackRock's iShares (IGV) ETF has disclosed an increase of 123,472 shares in Bitcoin treasury company Strategy, valued at $19.5 million. Currently, the ETF holds a total of 1.76 million shares in Strategy, valued at $280 million.

Odaily: According to market sources, Ondo Finance has partnered with BlackRock to launch a tokenized "smart portfolio."

Odaily reports that stablecoin infrastructure company HIFI has completed a $37 million Series A funding round led by Left Lane Capital, with the specific valuation not yet disclosed. HIFI CEO Zach Walsh stated that this is the company's first priced funding round, and the platform currently processes approximately $7 billion in annualized direct transaction volume. The funding will be used to expand stablecoin payment products and tokenized capital markets infrastructure. HIFI currently supports fiat on/off ramps between USD and stablecoins, payments through the U.S. banking system and bank cards, and provides USD cash settlement services for tokenized repurchase agreements and U.S. Treasury transactions. HIFI has also previously participated in the Depository Trust & Clearing Corporation (DTCC)'s production trading tests for tokenized securities. (Cointelegraph)

Odaily reports: U.S. Commodity Futures Trading Commission (CFTC) Chair Mike Selig stated that after the Senate rejected the Clarity Act, the CFTC will still advance crypto market structure rulemaking, saying "now is the time to act."

Selig pointed out that the CFTC's existing statutory authority provides room for advancing rules without waiting for Congress to pass new legislation. The agency will also reassess existing rules applicable to 24/7 on-chain markets driven by algorithms and intelligent agents.

Related arrangements may include establishing a designated contract market category to allow exchanges to offer crypto leveraged trading under CFTC oversight; however, the CFTC does not have the authority to regulate the spot market on this basis, and spot market regulation still requires legislation. (Decrypt)

Odaily reports that well-known trader Bonk Guy posted that investors are currently being forced to sell high-conviction holdings due to market weakness, and this is precisely the most fragile phase. In his view, the truly difficult thing is not buying when the market is rising, but continuing to hold and buy the dip when the market falls into dullness and pain.

Bonk Guy added that recent market movements have largely aligned with his previous expectations. Over the past two weeks, on-chain market performance has been relatively volatile, especially showing a clear cooldown compared to the strong momentum of the previous 1 to 2 months. Aside from a few assets such as USELESS and STONK, most of the previously popular tokens have now declined, with some dropping more than 50%. Newly issued tokens have performed especially badly. Therefore, he still regards the fourth quarter as the key focus and believes that the past few months were merely a prologue. If the market continues to rise in the coming weeks as he expects, investors who sell their high-conviction holdings now may regret it.

Odaily News: Bitcoin News posted on X that Raiffeisen Bank International is expanding its partnership with Bitpanda to Central and Eastern Europe, providing digital asset services to approximately 18 million customers across its banking network. The initiative builds on the partnership model first launched in Austria in 2024.

Odaily reports: AI startup Island announced the completion of a $400 million Series F funding round led by Evolution Equity Partners, with participation from existing investors Prysm Capital, Sequoia Capital, Coatue Management, Cyberstarts, Insight Partners, and JP Morgan Growth Equity Partners. The company's valuation reached $6.4 billion.

The Dallas-based company primarily develops enterprise security tools. Island stated that the new funding will drive the company into its next phase of growth and innovation, helping enterprises scale the adoption of AI agents and modernize the way they work. (Reuters)