Odaily News: According to on-chain analyst Yu Jin's monitoring, Bitcoin treasury company Strategy currently holds 845,050 BTC ($66.125 billion), with an average cost of $75,412 and a floating profit of $2.398 billion (+3.7%).

Ethereum treasury company Bitmine purchased 28,086 ETH ($68.85 million) last week at approximately $2,451 per ETH. They now hold a total of 5,929,198 ETH ($14.651 billion), with an average cost of $3,347 and a floating loss of $5.194 billion (-26.2%).

Odaily News: ENA treasury company StablecoinX has appointed Christopher Jensen as Chief Executive Officer, effective immediately; Jensen has also been appointed as a member of the company's Board of Directors. Upon taking office, Jensen will be responsible for the day-to-day management of the three business lines—infrastructure services, infrastructure software, and distribution services—as well as StablecoinX's treasury management strategy. The company currently holds approximately 3.03 billion ENA, accounting for about 20% of ENA's total supply, making it the largest corporate holder of Ethena's governance token.

Odaily News, Tom Lee stated that during historical crypto bull market cycles, the ETH/BTC ratio typically rises as Ethereum's usage increases relative to Bitcoin. The ICOs of 2017-2018, the NFTs of 2020-2021, and stablecoins in 2025 have all served as significant catalysts driving Ethereum adoption growth.

Lee believes that in the next cycle, Wall Street's tokenization of assets and deployment on blockchains, as well as Agentic AI's use of blockchain technology, could further push the ETH/BTC ratio higher.

Lee noted that heading into the final months of 2026, the crypto market is facing several positive catalysts, including the anticipated CLARITY Act vote in mid-September, South Korean investors re-entering the crypto market and rotating from AI stocks, and the "four-year cycle" which he believes will bottom out in the coming weeks. These factors could pave the way for a significant influx of institutional capital in the last months of 2026.

Lee also pointed out that since Q3 2026, ETH has been the best-performing macro asset, outperforming the S&P 500 by 5,430 basis points as of last Friday. The three best-performing assets since June 30 are ETH, BTC, and SOL. He believes that crypto assets' significant outperformance relative to other macro assets so far this quarter is likely to further attract institutions to increase their crypto allocations. (PRNewswire)

Odaily News: Artificial intelligence startup Sapien has completed a new funding round, led by Ali Partovi, at a company valuation of $180 million.

Founded in October 2024, Sapien initially focused on financial planning and analysis (FP&A) software and is now expanding into broader financial and operational analytics, using AI to help businesses identify key factors impacting revenue, profit margins, and cash flow. Its current clients include Bayer, Carlex, Cooper Standard, Blink Charging, and Westgate Resorts. (Fortune)

Odaily News: Ethereum treasury company Bitmine Immersion Technologies disclosed it added 28,086 ETH last week. The company's current crypto asset holdings include 5,929,198 ETH, 211 BTC, equity in Eightco Holdings valued at $91 million, and shares in Beast Industries valued at $180 million. Bitmine has staked 5,067,309 ETH (worth approximately $12.6 billion). (PRNewswire)

Odaily reported that Bitcoin News stated on the X platform that since January, publicly listed Bitcoin mining companies have been withdrawing ASIC miners and leasing corresponding power capacity to AI tenants. The estimated scale of AI/HPC contracts in the industry has exceeded $70 billion. Bitcoin News also listed 10 publicly listed mining companies that are redeveloping their sites, along with the proportion of mining rigs each has actually migrated.

According to Odaily Planet Daily, data from GMGN shows that the BSC ecosystem Meme coin 4Stock's market cap has fallen below $30 million, nearly halving from its peak after CZ retweeted a BNC-related post.

On-chain data reveals that the address currently ranked first in profitability spent a total of $7,614 to build its position. It is now steadily reducing holdings to "lock in profits": having sold $237,000 worth of tokens and transferred out $39,800, it still holds approximately $196,000 in tokens, with total profits exceeding $450,000.

Odaily Planet Daily News According to DefiLlama data, BSC's DEX trading volume over the past 24 hours reached $1.327 billion, surpassing Ethereum ($1.3 billion) and trailing only Solana ($2.872 billion) and Robinhood Chain ($1.512 billion). Additionally, BSC's revenue over the past 24 hours reached $1.99 million, while Robinhood Chain's revenue over the past 24 hours reached $1.91 million.

CZ posted on X today stating that "IPOs will move on chain," and subsequently Four.meme launched the stock token BNC4, which is pegged 1:1 to the US stock CEA Industries (BNC), potentially triggering a surge in trading volume for Meme coins within the BSC ecosystem.

Odaily News: Michael Saylor posted on platform X that STRC's BTC Credit has narrowed to 53 basis points, down 1 basis point from the previous level. This data is based on assumptions of 10% BTC ARR, 40% BTC volatility, and a Bitcoin price of $79,809.

Odaily News: Strive's CEO stated on the X platform that Strive purchased 1,375 BTC for $109 million, at an average price of $79,281, bringing total holdings to 24,531 BTC. 70% of the funds raised last week came from SATA, which currently has a nominal issuance of $999 million.

Odaily News: Robinhood has reached an agreement with Crypto.com to further expand its prediction market business. Under the agreement, Robinhood will list event contracts provided by OG.com, Crypto.com's prediction market platform, and will take a minority stake in both Crypto.com and OG.com.

Following an investment from Citadel Securities in July this year, OG.com's valuation has reached approximately $5 billion. (WSJ)

Odaily News - As Brazil's central bank advances the implementation of the Virtual Asset Service Provider (PSAV) authorization framework, local crypto trading platforms are undergoing a regulatory shakeout. Digitra, Coinext, and Bitso have recently adjusted their business operations in Brazil.

Among them, Digitra ceased trading services on September 8 and decided not to apply for PSAV authorization, effectively exiting the Brazilian market; Coinext, failing to meet minimum capital requirements, announced an orderly closure of its crypto trading business; Bitso chose to redirect its Brazilian retail customers to Mercado Bitcoin while retaining its institutional-facing business lines.

According to regulations set by Brazil's central bank, existing platforms that wish to continue compliant operations in Brazil after the end-of-October deadline must submit PSAV authorization applications before then. This round of adjustments may signal that Latin America's largest crypto market is accelerating into the deep end of compliance-driven consolidation. (CriptoNoticias)

Odaily News: According to market reports, bitcoin treasury company Strategy has disclosed that its USD reserves have fallen to $653.8 million.

Odaily News, according to Hyperbot data, Garrett Jin, agent of the “1011 Insider Whale,” has just reduced his ZEC short position. So far, approximately 7,000 ZEC have been closed and reduced. His 3x leveraged ZEC position has dropped to 32,759.57 ZEC, with a position value of approximately $38.26 million, currently showing a floating loss of $19.32 million.

Odaily Planet Daily Report: English Premier League powerhouse Chelsea will feature "USDC" on player jerseys for the 2026-27 season. However, since Circle is not a registered stablecoin issuer in Hong Kong, fans and retailers are concerned that wearing or selling such jerseys could violate local laws and constitute illegal promotion.

In response, the Hong Kong Monetary Authority (HKMA) stated that it will not comment on individual cases, but noted that the relevant regulations prohibit the "active marketing" or promotion of unauthorized stablecoin activities in Hong Kong. Whether a particular act constitutes active marketing to the public depends on the specific circumstances, with factors including the language used in the promotional materials, whether the target audience includes Hong Kong residents, whether Hong Kong domain names are used, and whether there is a detailed promotional plan targeting the activity. Publishers and live streamers who merely republish content created by others may be eligible for a special exemption, provided they meet the conditions specified in the relevant provisions and considering the relevant facts and circumstances.

Previously, it was reported that Circle, the issuer of USDC, announced it had become the new front-of-shirt main sponsor for Premier League club Chelsea, with the specific financial terms undisclosed. (Sing Tao Daily)

Odaily News: Bybit Alpha has now listed $OTC for trading. $OTC is a Solana-based token that, when burned, mints an OTC Desk NFT, granting holders automatic access to tokenized stocks, Pre-IPO assets, and yield distributions. The current on-chain price of OTC is approximately $0.025, with a market cap of $16.6 million.