Odaily News: According to Bitcoin News monitoring, its latest newsletter reviewed multiple security incidents over the past eight weeks involving projects that Bitcoin users rely on in their daily activities, with a focus on the latest major exploit targeting Liquid Network.
Odaily reports: Tom Lee, Chairman of Ethereum treasury company Bitmine, stated that ETH has multiple bullish catalysts in the coming months, laying the foundation for an expected surge in institutional buying of cryptocurrencies in the final months of 2026. These include the scheduled CLARITY Act vote in mid-September, South Korean investors re-entering crypto assets and rotating from AI stocks into the crypto market, and the "four-year cycle" pattern.
Tom Lee further noted that the ETH/BTC ratio has risen to its highest level since January 30 of this year, breaking above the trendline formed since the pandemic-era peak and establishing a new uptrend. This reflects Ethereum's strengthening position as settlement infrastructure for Wall Street asset tokenization, while the market is increasingly recognizing that Ethereum may play a key role in the Agentic AI space. (PRNewswire)
Odaily News: According to sources, Nvidia, Palantir, and Booz Allen Hamilton plan to restrict the use of Anthropic's AI models. (The Information)
Odaily reports that Robinhood recently tokenized stocks such as AMC, drawing public criticism from AMC's CEO, but this model can lower the cost and barriers for global investors trading U.S. stocks. Blockchain-driven stock tokenization is reshaping the U.S. stock brokerage industry, and its impact may be similar to Napster's disruption of the music industry 25 years ago. Analysts note that tokenized stocks still face issues such as voting rights, custody of the underlying shares, and whether token assets are fully backed, but regulators have begun advancing related frameworks. Nasdaq recently invested $100 million in blockchain finance company Payward, and the trend of putting stocks on-chain is accelerating, making it difficult for threats or lawsuits to block this technological development in the long term. (Fortune)
According to on-chain analyst Ai Yi, ETH has returned to $2,500, and an address is suspected of dumping $8.4 million worth of ETH. This address deposited a total of 3,333 $ETH to #OKX 4 hours ago
, and subsequently withdrew 5.92 million USDT from the exchange, likely having partially sold off.
Odaily reports that three U.S. Dogecoin ETFs have collectively attracted just over $12 million in inflows over the past 10 months, compared to XRP funds which pulled in $12.29 million in a single day on September 9. Since their debut in November 2025, XRP funds have accumulated $1.7 billion in net inflows, while Solana funds have drawn $1.36 billion since launching in October 2025—both more than 100 times the total for Dogecoin funds.
Previously, Bitwise announced it would shut down its Dogecoin ETF BWOW, which held only $687,713 in assets as of September 9, with trading expected to cease on October 14. Data shows that across 199 trading days, the three Dogecoin funds recorded net inflows on only 28 days, with zero net flows on 166 days. MyDoge founder Jordan Jefferson believes that accessibility has never been the biggest bottleneck for Dogecoin; whether institutional demand can be unlocked depends on whether investors can find underwriting value beyond price appreciation. (CoinDesk)
Odaily News: As international oil prices break through $100 and global bond markets tumble, Europe's largest asset manager is adding to 2-year US Treasuries against the tide. Some investors worry that the Fed is once again "behind the curve" in fighting inflation, but the situation may soon undergo a qualitative shift.
Amundi SA, the European asset management giant with $2.8 trillion in assets under management, is decisively adjusting course and beginning to gradually buy 2-year US Treasuries to hedge against the systemic risk that the US economy may stall under the impact of high oil prices. While the market is in panic over monetary tightening, Amundi sees a window for contrarian positioning. Nicolas Dahan, the firm's senior portfolio manager for global bonds and currencies, noted that although the US economy is currently showing some resilience, persistently high energy prices and surging borrowing costs are becoming growth risks that cannot be ignored.
Odaily reports that according to Gate data, Brent crude oil (XBRUSD) has risen above $110/barrel, currently at $110.29/barrel, up 4.5% from the previous trading session's close.
Odaily News: According to Lookonchain monitoring, Abraxas Capital's short positions on Hyperliquid have now exceeded $980 million in notional value, including 168,549 ETH shorts worth approximately $423.7 million, and 2,771 BTC shorts worth approximately $214 million.
Odaily News: Ethereum treasury company Bitmine Immersion Technologies disclosed that it increased its holdings by 27,180 ETH last week. The company's crypto asset holdings include 5,956,378 ETH, 212 BTC, $98 million worth of Eightco Holdings equity, and $180 million worth of Beast Industries shares.
In addition, as of now, Bitmine has staked 5,067,309 ETH (worth approximately $12.7 billion). (PRNewswire)
Odaily: BitcoinTreasuries.NET posted on X that Strategy has announced a $139 million buyback of STRC stock using USD cash. Its balance sheet can still cover more than 3.9 years of dividends.
Odaily News: Hackers claiming to possess Revolut customer data have begun publicly releasing files, with the leaked content including passports, selfies, and Bitcoin transaction records. They threatened that if Revolut does not pay, they will continue leaking data every day; Revolut previously responded that it has contacted customers whose personal information was compromised, and that its systems and funds were not affected.
Odaily reports: Seattle-based AI company Nuance has announced the completion of a $50 million Series A funding round, led by Lightspeed Venture Partners, with participation from Accel, Nvidia's NVentures, South Park Commons, and Define Ventures.
Nuance was founded last year by three former Apple researchers with the aim of developing multimodal AI models with stronger emotional understanding capabilities. The company completed a $10 million seed round led by Accel in July last year. (BusinessInsider)
Odaily reports: According to the latest Bitfinex Alpha report, rising energy costs, higher real yields, and weakening consumer confidence have made the macroeconomic environment more complex. Whether BTC can break out of its current range still depends on the Federal Reserve's policy guidance and the subsequent trajectory of real yields and energy prices.
Bitcoin has recently remained within a range of approximately 5.5% for more than 24 consecutive trading days, with the cost basis of roughly 840,000 BTC located within this range. As profit-taking has slowed notably, the seller risk ratio has dropped to 7 basis points, one of the lowest levels over the past year, though insufficient buying pressure continues to limit a breakout. Meanwhile, leverage is accumulating at both the upper and lower boundaries of the range, with approximately $1.95 billion in short liquidation risk concentrated near $82,000, while larger long positions exist in the $75,000 to $76,000 range, potentially amplifying price volatility following the Federal Reserve's interest rate decision.
According to MSX.COM data, the US stock storage sector extended its pre-market declines to a new intraday low. Micron Technology fell 6.00%, SK Hynix dropped 7.51%, SanDisk declined 6.25%, Western Digital fell 6.08%, and Seagate Technology dropped 6.50%.
Other AI hardware stocks also saw significant declines. Nvidia fell 2.56%, TSMC dropped 3.52%, Broadcom declined 3.90%, Intel fell 6.56%, ASML dropped 5.63%, Lam Research declined 8.20%, Arm Holdings fell 7.68%, Qualcomm dropped 4.96%, Lumentum declined 7.35%, and Coherent fell 6.83%. The triple-leveraged semiconductor ETF-Direxion dropped 16.15%.
Odaily report: At 20:03 Beijing time, USDC Treasury minted an additional 250 million USDC on the Solana chain.
