Odaily reports: Paradis posted on X platform that BofA believes the recent pullback in memory stocks has little correlation with memory fundamentals, reflecting excessive market concerns over the boom-and-bust cycle of AI memory. BofA expects the global total memory addressable market to grow from nearly $1 trillion in 2026 to over $2 trillion by 2030, with operating profit potentially reaching $1 trillion and industry market cap potentially reaching $10 trillion, compared to just a few trillion dollars currently.

Odaily reports: According to a CNBC interview clip shared by Coin Bureau, Fundstrat co-founder Tom Lee stated that crypto, chip stocks, and AI cloud computing companies have all retraced to support levels; if fundamentals remain solid, these assets are like "coiled springs ready to launch."

Tom Lee believes that with fundamentals intact while market panic sentiment is rising, these assets offer a relatively attractive risk-reward ratio.

Odaily reports that DTCC's tokenization service has initially made available 25 tokenizable securities, with the underlying assets being DTC-custodied securities worth approximately $30 trillion. The tokens maintain a 1:1 correspondence with the original securities, use the same CUSIP, and carry rights and investor protections identical to book-entry securities, with the official ledger records still held by DTC. Transfers between registered DTC wallets can be made 24/7 on a peer-to-peer basis, and the tokens have compliance-based transfer restrictions. Interest payments and maturity services for U.S. Treasury securities will be conducted on-chain, with funds paid in fiat currency to participants' traditional accounts.

The initially supported assets include Russell 1000 constituent stocks, select ETFs, and U.S. Treasury securities; the first networks to go live are Canton Network's CIP-56 and DTCC's private Besu network's ERC-20. Stellar's SEP-41 and Circle's Arc ERC-20 are expected to be integrated in 2027. The subsequent roadmap includes expanding the scope of tokenizable securities, adding control features such as single sign-on and maker-checker, extending corporate actions services for stocks and ETFs, consolidating share records between book-entry and on-chain holdings, and supporting on-chain net settlement, collateral, and digital cash, while gradually expanding the scope of eligible DTC participants.

Odaily: Solana app revenue grew 48% quarter-over-quarter to $299 million in Q3 2026, marking a new high since Q3 2025. Quarterly trading volume of tokenized stocks hit a record $7.1 billion, with September alone reaching $4.4 billion in trading volume, an all-time high. Spot DEX trading volume came in at $197.2 billion, accounting for 36% of cross-chain spot trading volume and remaining above 30% for the ninth consecutive quarter; on-chain transactions processed this quarter reached a record 14.2 billion, equivalent to approximately 1,790 per second.

Odaily reports: Anthropic co-founder Jack Clark said on Saturday that AI capabilities are rapidly improving and will bring faster changes across various sectors. An internal economic model from the company predicts that by 2030, AI could drive US economic output to grow dramatically to $44 trillion. Speaking at the IMF and World Bank annual meetings in Bangkok, Clark said the international community needs to work together to establish "special and rigorous rules" for this transformative technology. Clark said the forecast of US GDP reaching $44 trillion "sounds very absurd" compared to the current level of just above $30 trillion, but AI is significantly accelerating scientific discovery. "As long as this technology continues to advance, such an outcome may emerge. If GDP really grows by that much, then according to economic theory, new industries and inventions will need to be created to provide the impetus for such a large-scale economic expansion." (Jinshi)

Odaily — According to a reporter from Science and Technology Innovation Board Daily, DeepSeek V4.1 Flash has now been updated to version V4.1-Flash-1017, and the official web interface, app, and API models have been simultaneously switched to the new model. Compared with the previous version of DeepSeek V4.1 Flash, the new model has achieved improvements across various benchmark tests.

The reporter learned that this upgrade focused on optimizing platform frameworks such as DeepSeek Harness, Tencent CodeBuddy, and WorkBuddy.

Odaily reports: European Central Bank (ECB) President Christine Lagarde stated that the eurozone's September inflation rate stood at 3.8%, primarily driven by high energy costs, and the ECB expects related pressures to ease next year.

She noted that the energy shock may keep eurozone inflation above the ECB's target through the first half of 2027, but a prudent policy response remains appropriate at this time.

Christine Lagarde said the ECB is preparing a digital euro for everyday retail payments as a digital complement to cash. She noted that the digital euro will further promote innovation and competition in the retail payments sector.

The ECB has launched Pontes, allowing financial institutions to settle wholesale tokenized asset transactions using central bank money; the system initially offers core services and is expected to be fully implemented by 2028. (Cointelegraph)

PPP prediction market tool monitoring shows that in the "VALORANT Champions 2026 Lower Bracket Final 100T vs. Vitality" prediction event, an account with $93K in profit

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Odaily reports: TIA contracts are currently trading at $0.75, up about 18% from the previous day. One whale holds a long position of approximately 1.1195 million TIA using 5x cross margin, with a position value of about $820,000, an unrealized profit of about $289,000, and a position return of about 272%. The position remains open. Another whale holds a short position of approximately 1.4295 million TIA using 5x cross margin, with a position value of about $1.07 million, an unrealized loss of about $342,000, and a position loss of about 236%. This address added approximately 23,400 TIA to the short position at around $0.65 yesterday, and the position remains open.

Odaily reports: Robinhood CEO Vlad Tenev penned an article reflecting on the company's rebuilding journey after going public. He disclosed that after the stock price plummeted, he decided to cut staff, streamline management layers, and delegate decision-making authority to individual business leaders. On the business front, Robinhood has strengthened services for active traders on one hand, while expanding products such as high-yield accounts, retirement accounts, banking and wealth management services, and credit cards on the other, using services like Robinhood Gold to increase recurring revenue and reduce reliance on speculative trading enthusiasm.

Vlad Tenev disclosed data showing that Robinhood achieved GAAP profitability by the end of 2023, reached $4.5 billion in revenue in 2025—a year-over-year increase of over 50%—surpassed $100 billion in market capitalization, and was included in the S&P 500 index; in the second quarter of 2026, revenue exceeded $1.3 billion, net profit surpassed $573 million, and platform customer assets exceeded $350 billion.

Odaily: Recently disclosed U.S. federal court documents show that Telegram provided personal information of specific users to U.S. law enforcement after receiving valid legal requests.

The documents show that the information Telegram provided in September 2026 included users' phone numbers, user IDs, account display names, and last login IP addresses and timestamps. Telegram stated that this data provision was voluntary, does not represent its acknowledgment of being subject to U.S. jurisdiction, and did not disclose chat content or contact information.

It is reported that Telegram adjusted its privacy policy in September 2024, allowing it to disclose users' IP addresses and phone numbers to judicial authorities when relevant conditions are met. Throughout 2024, Telegram responded to approximately 900 U.S. law enforcement requests involving 2,253 users. (404 Media)

Odaily Report: In under 30 minutes, the AI model Claude cracked a puzzle that had baffled the cryptography community for roughly 25 years regarding the origins of the US National Security Agency's (NSA) elliptic curve parameters, tracing the elliptic curve seeds adopted by the National Institute of Standards and Technology (NIST) in 2000 back to an older random number generation program used between 1997 and 1998.

Claude found that five sets of NIST elliptic curve seeds were related to the lrand48 random number generator in an older C language software library, and among the 1,842nd candidate result, it found a value that exactly matched the seed of the widely used P-256 curve, successfully reproducing its generation process.

Previously, because the NSA had long failed to explain the source of the relevant parameters, there had been persistent suspicions that an encryption backdoor might exist. Anthropic stated that this discovery greatly reduces the likelihood that the relevant parameters were deliberately implanted with weaknesses, and that existing NIST elliptic curve users need not take additional measures.

In addition, Bitcoin uses a different elliptic curve, secp256k1, and is not affected by this incident. The related research bounty of $36,864 will be donated to the Internet Security Research Group, the nonprofit behind Let's Encrypt.

Odaily reports: In its weekly report on October 9, Intersect stated that the Cardano 2026 treasury reserve smart contract has so far managed 201.67 million ADA, 26.1 million USDCx, and 4.8 million USDM, meaning that part of the development budget is no longer directly dependent on the ADA price. Previously, on October 2, Intersect said that two budgets had been minted into the dollar stablecoin USDM through Moneta Digital and deposited into the smart contract: the governance and technical custody budget was 4.505955 million USDM, scheduled through July 29, 2027; and Se7en Labs' Daedalus wallet project budget was 316,253.88 USDM, scheduled through September 29, 2027. USDCx is fully backed by USDC through Circle's xReserve. Burning USDCx releases USDC on Ethereum, which usually takes about 2 to 4 hours; Circle, Input Output, and Midgard can all pause the bridge. USDM issued by Moneta can be redeemed directly for U.S. dollars only through accounts that have passed identity, anti-money laundering, and sanctions screening, and is currently available only to residents of 20 U.S. states.

Odaily: Ethereum co-founder Vitalik Buterin posted on X that Bitcoin mining costs are roughly split evenly between capital expenditure on computing equipment and electricity costs, whereas artificial intelligence inference costs are almost entirely dominated by capital expenditure on computing equipment.

This difference reflects the distinct cost structures of Bitcoin mining and AI inference.

Odaily reports that according to official Bitget data, the sixth batch of rewards under the platform's "Peer Program" has been fully distributed, with cumulative rewards totaling 6,182,523 USDT and a cumulative total of 4,515,913 recipients.

In addition, after users visit the event page to claim their rewards, they can also receive an extra chance to draw an 8th anniversary surprise mystery box. The event will continue until October 26.

Odaily Report: Bulgarian bank Postbank plans to launch investment features for stocks, ETFs, crypto assets, commodities, and metals on its mobile banking app in early 2027, with the service to be provided through a partnership with an international investment platform. Previously, Bulgaria's First Investment Bank (Fibank) also announced plans to offer cryptocurrency investment services through its mobile banking app in early 2027, in partnership with Austrian digital asset platform Bitpanda. According to the latest data from the Bulgarian National Bank, as of the end of June, Postbank was the fourth-largest bank in Bulgaria by assets.