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Focus is a new social network blending crypto, social media, and generative AI. Built on the DeSo blockchain, backed by major firms, it offers novel monetization for creators and uses a social airdrop mechanic to boost user retention.
Y Combinator Releases Crypto Startup Guide: Focus on Asset Tokenization, Stablecoins, and AI Trading Agents
Y Combinator has released a startup guide for the crypto sector, noting that over the past year, growth in the crypto industry was driven by institutions rather than consumers for the first time. Use cases are shifting from speculative trading to real-world financial needs such as oil hedging and cross-border corporate treasury flows, and the firm expects crypto adoption to accelerate further.The firm believes that various asset classes will accelerate toward tokenization, expanding from stablecoins and equities to real estate titles, debt, and commodities. Meanwhile, startup equity and small-value assets that were previously difficult to securitize may also enter the market through on-chain issuance. Around these assets, financial infrastructure such as trading, lending, and derivatives will continue to develop, and AI agents may become important financial participants.For startup directions over the next 6 months, Y Combinator is focusing on AI fundraising, USD and other fiat stablecoins, neobanks, real-world asset (RWA) tokenization, trading platforms, and crypto API infrastructure for AI agents. The firm believes that while traditional financial institutions face challenges, this also creates startup opportunities for a new generation of fintech companies.
Could Become a Trillion-Dollar Company, Michael Saylor Says Strategy Will Focus on Digital Credit as Its Core Business
Bitcoin Treasuries posted on X platform stating that Strategy's Michael Saylor said Strategy could become a company valued at $1 trillion with digital credit as its core business. Saylor stated that Strategy's future depends on converting Bitcoin capital into credit; if the credit business performs well, the company's equity performance will outperform Bitcoin. Digital credit is the product, and equity is the byproduct; if the credit business operates well, the company should trade at a premium.
DIG Ventures Phase III Fund Completes $120 Million Raise, Will Focus on Investing in AI Infrastructure
According to Tech.eu, venture capital giant DIG Ventures has announced that its third fund has raised $120 million. Backed by Horsley Bridge, Sofina, Granite, and an endowment fund from a top U.S. university among other institutions, the fund will invest in AI-native enterprise software and cloud infrastructure startups at the Pre-seed and seed stages. Its investment focus covers infrastructure areas supporting AI-native enterprise software development, such as data, identity authentication, compliance, and orchestration. The fund plans to lead most investment rounds and has already begun deploying capital.
Anthropic Abandons $7 Billion MatX Acquisition, Shifts Focus to Exploring Custom Chip Partnerships
According to Reuters, Anthropic had planned to acquire AI chip startup MatX for $7 billion, but ultimately abandoned the deal. MatX is currently seeking approximately $4 billion in new funding. Anthropic is now in talks with several chip startups, planning to accelerate hardware development for its AI model Claude through self-developed custom chips to reduce reliance on Nvidia chips.
Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
Ethlabs Week 2 Progress: Focus on Cross-Chain Interoperability, PropAMMs, ENS
Ethlabs 发布第二周进展，称随着项目进入启动与融资阶段，外部沟通持续增加。团队表示，正推进基于零知识技术的异步互操作方案，以提升跨链桥安全性和资产分发效率；其中，L2 至 L1 可由 intents 作为过渡方案，L1 至 L2 延迟则有望通过 FCR 改善。
Anthropic Lists Trump "Retaliation Risk" in IPO Filing, AI Safety Stance in Focus
Odaily reports, according to Bloomberg, Anthropic warned in its IPO-related filings that its public advocacy for AI safety regulation and related remarks by executives could expose the company to risks such as pressure from the Trump administration and selective scrutiny. This risk is linked to multiple conflicts between the company and the Trump administration, including a dispute triggered by its demand to set safety restrictions on the use of its AI technology by the U.S. Department of Defense, as well as disagreements over the safety of the Mythos model and export controls.Anthropic also warned that even if other similarly situated companies are not treated the same way, Anthropic could still become a targeted focus of specific Trump administration departments. Future export restrictions and cybersecurity or biosecurity incidents triggered by AI models could all affect its product deployment, international expansion, and business growth. Anthropic also acknowledged that once the regulatory measures it advocates are implemented, they could also increase compliance costs, restrict product development and release, and slow its own growth. (Bloomberg)
Crypto Lending Vault Deposits Surpass $10 Billion as Regulators Focus on Collateral and Smart Contract Risks
According to CoinDesk, total deposits in crypto lending vaults have exceeded $10 billion, representing a significant increase from $4 billion at the beginning of last year. These vaults are typically managed by "Curators" responsible for selecting lending strategies, setting risk limits, and charging fees. Annualized yields generally range from 3% to 10%, with high-risk strategies reaching 20% or higher.
Jin10 Saturday Highlights: Apple Orders Up 30%, Focus Media Acquisition Approved, and Policy Updates
Apple's iPhone Duo orders have increased by 30%, and the State Administration for Market Regulation has conditionally approved Focus Media's acquisition of a stake in Chaoxin Media. Additionally, China's National Development and Reform Commission is advancing the commencement of major projects, the Reserve Bank of India has launched a special oil window, and the Stock Exchange of Thailand has revised its trading rules.
October 7, 2026 Economic Calendar: Key Focus on Oil Inventories and Fed Minutes
Today's financial calendar focuses on macroeconomic data such as China's foreign exchange reserves, European and U.S. industrial output, and housing price indices. Markets will closely monitor changes in U.S. API and EIA crude oil inventories, the New York Fed's inflation expectations, and the Federal Reserve's monetary policy meeting minutes.
DIG Ventures Phase III Fund Completes $120 Million Raise, Will Focus on Investing in AI Infrastructure
According to Tech.eu, venture capital giant DIG Ventures has announced that its third fund has raised $120 million. Backed by Horsley Bridge, Sofina, Granite, and an endowment fund from a top U.S. university among other institutions, the fund will invest in AI-native enterprise software and cloud infrastructure startups at the Pre-seed and seed stages. Its investment focus covers infrastructure areas supporting AI-native enterprise software development, such as data, identity authentication, compliance, and orchestration. The fund plans to lead most investment rounds and has already begun deploying capital.
CFTC Chair: Will Advance Crypto Market Structure Rules, with Focus on Perpetual Contracts
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)
But Bin's US Stock Holdings Revealed: AI Remains the Focus
Odaily Report: Dan Bin, head of Oriental Harbor's overseas fund, has made major adjustments to his tech sector positions. Data from Simuwang shows that as of the end of Q3 2026, Oriental Harbor's overseas fund held a total of 13 US stock positions, with a combined market value of approximately $1.469 billion. By sector distribution, AI remains the focus of its allocation, with Google being the fund's largest holding as of the end of Q3. However, judging from the position additions and reductions, Dan Bin's preference for AI industry sub-sectors has changed significantly compared with Q2. According to statistics, in Q3 of this year, Oriental Harbor's overseas fund reduced its positions in Advanced Micro Devices, Broadcom, Lumentum and other targets newly bought in Q2, while increasing its positions in memory giants Micron Technology, SanDisk, as well as Nvidia, Google-C, TSMC and others. (Shanghai Securities News)
Arthur Hayes: Quantum Computing Is Not a Reason to Sell Bitcoin; Users Should Focus on Wallet Management
Arthur Hayes stated that the so-called crypto quantum threat is a known and manageable risk, not a reason to sell Bitcoin. The truly practical protection lies in proper wallet management, including avoiding address reuse and using newer signature types; most of the risk is concentrated among users with poor address management practices.
Analysis: Bitcoin Awaits CPI Catalyst to Return to $84,500; Short-Term Focus on $81,300 Support
Bitfinex Alpha's latest report indicates whether Bitcoin can reclaim the $84,500 level this week will depend on whether US CPI data alters market expectations regarding interest rates and yields, and whether spot market buying follows through. This pullback is similar to previous adjustments during the earlier recovery phase, with no significant sell-off from holders whose cost basis lies within the original trading range. However, spot buying remains the current market's weakest link. The average cost basis for Bitcoin ETF investors is approximately $84,340, and since the current price is below this level, some investors may choose to sell when the rebound approaches their cost basis. Analysis suggests that if this week's core CPI month-on-month increase is 0.2% or lower, it could dampen rate hike expectations and push yields down, creating upside room for BTC; if core CPI reaches 0.3% or higher, it may continue to suppress risk assets. BTC may consolidate in the $81,300–$84,500 range in the short term. If the price breaks through and holds firmly above $84,500 alongside strong ETF fund flows, the market could retest the early-year opening level of $87,722; if it breaks below $81,300 accompanied by persistent capital outflows, it may further decline toward the true market mean level of approximately $77,400.
QCP: Market Has Priced In a 25 Basis Point Fed Rate Hike, Focus Shifts to Policy Guidance
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
QCP: US Employment Data Beats Expectations, Crypto Market Focus Shifts to Inflation and Fed Policy
According to QCP's market report, in the crypto market, Bitcoin initially climbed above $82,000 early in the week before pulling back to around $79,300; Ethereum remained steady at approximately $2,500. From September 1 to 4, spot Bitcoin ETFs recorded $770 million in net inflows, indicating that institutional capital continues to participate in market pricing.
Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
Trust Wallet: Security Hardening Initiated After Binance Attack, with Focus on AI-Driven Attack Risks
Odaily reports: Trust Wallet stated that although the recent attacks on Polymarket and Binance did not affect Trust Wallet itself, the team conducted a comprehensive review of security defense measures this morning, including improving standard operating procedures (SOPs) and formulating a code hardening plan to address the attack risks brought by the development of AI technology. Trust Wallet said it will take every security incident in the industry seriously and learn from them. Specific measures will not be disclosed for now, but related reports may be published in the future, and the team plans to collaborate with top crypto security firms and other wallets. The team emphasized that most security hardening efforts will not be directly visible in the user experience, but are crucial for self-custodial wallets, and that security should be the top priority for all market participants at present.
Behind the Market Sentiment Index: Kraken, Hyperliquid, and OKX Become Market Focus After Binance Hack Incident
Odaily Report: Joe Vezz, CEO of social monitoring platform LunarCrush, posted on X platform stating, "According to monitoring, after the Binance hacking incident, Kraken's related market sentiment index rose by 10 points; subsequently, Hyperliquid's related index rose by 4 points; OKX's related index rose by 3 points.
Anthropic Lists Trump "Retaliation Risk" in IPO Filing, AI Safety Stance in Focus
Odaily reports, according to Bloomberg, Anthropic warned in its IPO-related filings that its public advocacy for AI safety regulation and related remarks by executives could expose the company to risks such as pressure from the Trump administration and selective scrutiny. This risk is linked to multiple conflicts between the company and the Trump administration, including a dispute triggered by its demand to set safety restrictions on the use of its AI technology by the U.S. Department of Defense, as well as disagreements over the safety of the Mythos model and export controls.Anthropic also warned that even if other similarly situated companies are not treated the same way, Anthropic could still become a targeted focus of specific Trump administration departments. Future export restrictions and cybersecurity or biosecurity incidents triggered by AI models could all affect its product deployment, international expansion, and business growth. Anthropic also acknowledged that once the regulatory measures it advocates are implemented, they could also increase compliance costs, restrict product development and release, and slow its own growth. (Bloomberg)
Gate Research: Crypto Market Warms Up in April with RWA and On-Chain Capital Flow in Focus
Odaily Odaily News Gate Research recently released its "April 2026 Cryptocurrency Market Review" report, indicating that the overall cryptocurrency market saw a volatile upward trend in April, with total market capitalization significantly higher than in March. BTC and ETH ETF trading volumes maintained high volatility overall. The report shows continued divergence in activity across major public chain ecosystems. Solana's daily transaction volume remained in the range of approximately 90 million to 110 million transactions, maintaining its leading position.Regarding trending sectors, the report notes that Pokemon TCG RWA has become one of the fastest-growing on-chain RWA sub-sectors, entering a second explosive growth phase in April. Major trading platforms saw monthly trading volumes exceed $220 million, with weekly revenue briefly approaching $6 million, setting new historical records. Meanwhile, Aave experienced its most severe liquidity crisis ever in April, with TVL outflows reaching tens of billions of dollars within a few days and net outflows exceeding $9 billion for the entire month.In terms of fundraising and security incidents, the Web3 industry completed 51 financing rounds in April, totaling approximately $834 million, with capital further concentrating on leading financial and infrastructure tracks. Among these, Payward ranked first for the month with a $200 million financing round. On the security front, Web3 security incidents in April resulted in losses of approximately $306 million, a month-over-month increase of about 858%, primarily driven by a single cross-chain infrastructure attack on Kelp DAO worth approximately $293 million. The report suggests that against the backdrop of a recovering market, on-chain activity and capital liquidity are both increasing simultaneously. However, the security risks associated with cross-chain infrastructure and high-leverage protocols remain worthy of continued attention.
Trust Wallet: Security Hardening Initiated After Binance Attack, with Focus on AI-Driven Attack Risks
Odaily reports: Trust Wallet stated that although the recent attacks on Polymarket and Binance did not affect Trust Wallet itself, the team conducted a comprehensive review of security defense measures this morning, including improving standard operating procedures (SOPs) and formulating a code hardening plan to address the attack risks brought by the development of AI technology. Trust Wallet said it will take every security incident in the industry seriously and learn from them. Specific measures will not be disclosed for now, but related reports may be published in the future, and the team plans to collaborate with top crypto security firms and other wallets. The team emphasized that most security hardening efforts will not be directly visible in the user experience, but are crucial for self-custodial wallets, and that security should be the top priority for all market participants at present.
Y Combinator Releases Crypto Startup Guide: Focus on Asset Tokenization, Stablecoins, and AI Trading Agents
Y Combinator has released a startup guide for the crypto sector, noting that over the past year, growth in the crypto industry was driven by institutions rather than consumers for the first time. Use cases are shifting from speculative trading to real-world financial needs such as oil hedging and cross-border corporate treasury flows, and the firm expects crypto adoption to accelerate further.The firm believes that various asset classes will accelerate toward tokenization, expanding from stablecoins and equities to real estate titles, debt, and commodities. Meanwhile, startup equity and small-value assets that were previously difficult to securitize may also enter the market through on-chain issuance. Around these assets, financial infrastructure such as trading, lending, and derivatives will continue to develop, and AI agents may become important financial participants.For startup directions over the next 6 months, Y Combinator is focusing on AI fundraising, USD and other fiat stablecoins, neobanks, real-world asset (RWA) tokenization, trading platforms, and crypto API infrastructure for AI agents. The firm believes that while traditional financial institutions face challenges, this also creates startup opportunities for a new generation of fintech companies.
Anthropic Lists Trump "Retaliation Risk" in IPO Filing, AI Safety Stance in Focus
Odaily reports, according to Bloomberg, Anthropic warned in its IPO-related filings that its public advocacy for AI safety regulation and related remarks by executives could expose the company to risks such as pressure from the Trump administration and selective scrutiny. This risk is linked to multiple conflicts between the company and the Trump administration, including a dispute triggered by its demand to set safety restrictions on the use of its AI technology by the U.S. Department of Defense, as well as disagreements over the safety of the Mythos model and export controls.Anthropic also warned that even if other similarly situated companies are not treated the same way, Anthropic could still become a targeted focus of specific Trump administration departments. Future export restrictions and cybersecurity or biosecurity incidents triggered by AI models could all affect its product deployment, international expansion, and business growth. Anthropic also acknowledged that once the regulatory measures it advocates are implemented, they could also increase compliance costs, restrict product development and release, and slow its own growth. (Bloomberg)
Variational Founder Discloses Pro Version Details: Will Focus on Institutional OTC Derivatives Market
Odaily report: Variational founder and CEO Lucas Schuermann participated in an X Space event hosted by The Rollup founder Andy last night, during which Lucas disclosed some details about Variational Pro. The community's key takeaways are as follows:1. Variational Pro will focus on the institutional OTC derivatives market, covering options, interest rates, foreign exchange (FX), and structured products. OTC derivatives are one of the largest financial markets globally, with outstanding notional value of approximately $850 trillion, while Bitcoin derivatives open interest stands at around $100 billion. Although the two use different statistical methodologies, this is enough to give you an intuitive sense of the scale gap.2. Variational Pro's business scale will ultimately surpass Variational Omni. Traditional OTC derivatives trading methods remain outdated (requiring calls to bank trading desks for quotes, manual price negotiation, back-and-forth contract exchanges, managing collateral and counterparty risk, and manual execution of clearing and settlement processes). Variational Pro aims to automate this process through multi-dealer request-for-quote (RFQ), smart contracts, and stablecoin settlement.3. Some of Variational Pro's trading instruments (including options) may eventually be opened to retail users on Variational Omni. Currently, Variational has partnered with several mainstream institutional partners, and large clients are expected to onboard Variational Pro soon.
Arthur Hayes: Quantum Computing Is Not a Reason to Sell Bitcoin; Users Should Focus on Wallet Management
Arthur Hayes stated that the so-called crypto quantum threat is a known and manageable risk, not a reason to sell Bitcoin. The truly practical protection lies in proper wallet management, including avoiding address reuse and using newer signature types; most of the risk is concentrated among users with poor address management practices.
Focus for October 13: OPEC Monthly Report and Remarks from Fed Officials
On October 13, 2026, key macroeconomic data will be released, including the Reserve Bank of Australia’s September meeting minutes, Germany’s September final CPI reading, and U.S. existing home sales. On the same day, Fed officials Waller, Barkin, and Collins will deliver speeches in succession, while Apple will also host a new product launch event.
Related news
Trust Wallet: Security Hardening Initiated After Binance Attack, with Focus on AI-Driven Attack Risks
Odaily reports: Trust Wallet stated that although the recent attacks on Polymarket and Binance did not affect Trust Wallet itself, the team conducted a comprehensive review of security defense measures this morning, including improving standard operating procedures (SOPs) and formulating a code hardening plan to address the attack risks brought by the development of AI technology. Trust Wallet said it will take every security incident in the industry seriously and learn from them. Specific measures will not be disclosed for now, but related reports may be published in the future, and the team plans to collaborate with top crypto security firms and other wallets. The team emphasized that most security hardening efforts will not be directly visible in the user experience, but are crucial for self-custodial wallets, and that security should be the top priority for all market participants at present.
Behind the Market Sentiment Index: Kraken, Hyperliquid, and OKX Become Market Focus After Binance Hack Incident
Odaily Report: Joe Vezz, CEO of social monitoring platform LunarCrush, posted on X platform stating, "According to monitoring, after the Binance hacking incident, Kraken's related market sentiment index rose by 10 points; subsequently, Hyperliquid's related index rose by 4 points; OKX's related index rose by 3 points.
Y Combinator Releases Crypto Startup Guide: Focus on Asset Tokenization, Stablecoins, and AI Trading Agents
Y Combinator has released a startup guide for the crypto sector, noting that over the past year, growth in the crypto industry was driven by institutions rather than consumers for the first time. Use cases are shifting from speculative trading to real-world financial needs such as oil hedging and cross-border corporate treasury flows, and the firm expects crypto adoption to accelerate further.The firm believes that various asset classes will accelerate toward tokenization, expanding from stablecoins and equities to real estate titles, debt, and commodities. Meanwhile, startup equity and small-value assets that were previously difficult to securitize may also enter the market through on-chain issuance. Around these assets, financial infrastructure such as trading, lending, and derivatives will continue to develop, and AI agents may become important financial participants.For startup directions over the next 6 months, Y Combinator is focusing on AI fundraising, USD and other fiat stablecoins, neobanks, real-world asset (RWA) tokenization, trading platforms, and crypto API infrastructure for AI agents. The firm believes that while traditional financial institutions face challenges, this also creates startup opportunities for a new generation of fintech companies.
Anthropic Lists Trump "Retaliation Risk" in IPO Filing, AI Safety Stance in Focus
Odaily reports, according to Bloomberg, Anthropic warned in its IPO-related filings that its public advocacy for AI safety regulation and related remarks by executives could expose the company to risks such as pressure from the Trump administration and selective scrutiny. This risk is linked to multiple conflicts between the company and the Trump administration, including a dispute triggered by its demand to set safety restrictions on the use of its AI technology by the U.S. Department of Defense, as well as disagreements over the safety of the Mythos model and export controls.Anthropic also warned that even if other similarly situated companies are not treated the same way, Anthropic could still become a targeted focus of specific Trump administration departments. Future export restrictions and cybersecurity or biosecurity incidents triggered by AI models could all affect its product deployment, international expansion, and business growth. Anthropic also acknowledged that once the regulatory measures it advocates are implemented, they could also increase compliance costs, restrict product development and release, and slow its own growth. (Bloomberg)
But Bin's US Stock Holdings Revealed: AI Remains the Focus
Odaily Report: Dan Bin, head of Oriental Harbor's overseas fund, has made major adjustments to his tech sector positions. Data from Simuwang shows that as of the end of Q3 2026, Oriental Harbor's overseas fund held a total of 13 US stock positions, with a combined market value of approximately $1.469 billion. By sector distribution, AI remains the focus of its allocation, with Google being the fund's largest holding as of the end of Q3. However, judging from the position additions and reductions, Dan Bin's preference for AI industry sub-sectors has changed significantly compared with Q2. According to statistics, in Q3 of this year, Oriental Harbor's overseas fund reduced its positions in Advanced Micro Devices, Broadcom, Lumentum and other targets newly bought in Q2, while increasing its positions in memory giants Micron Technology, SanDisk, as well as Nvidia, Google-C, TSMC and others. (Shanghai Securities News)
Abdel Bakhta, Head of AI at StarkWare, Announces Departure to Focus on AI Security
Abdel Bakhta, Head of Applied AI and Verifiable Intelligence at StarkWare, announced his departure from StarkWare in a post, stating that AI security has become his primary focus over the past year. He believes AI security is one of the critical challenges facing humanity, and that disciplines like mathematics and cryptography will play a pivotal role in addressing it, prompting him to shift the focus of his future work to this area.