News linked to both this project and an event.
Odaily reports: Jeff stated that Hyperliquid's next network upgrade will adjust the rules for TWAP orders with stop prices: when the price crosses the set boundary, the remaining execution plan will change from termination to pause; if the price meets the conditions again within the originally scheduled execution time, the order can resume execution, whereas previously a new order would need to be placed. The TWAP feature can split large orders into smaller ones and execute them gradually over a set period, currently supporting cycles from 5 minutes to 7 days, with a minimum order amount of $100. For example, when buying HYPE in batches over 2 hours with a maximum price set at $80, the order pauses when the mark price rises to $81; if the price falls back to $79 and it is still within the 2-hour window, the order can continue executing. The same rules apply when setting a minimum price for sell orders.
HSBC assesses that, given previous $35 billion in financing that supported over 1 gigawatt, this transaction would roughly support a 1.7 to 1.8 gigawatt deployment. This falls short of management's 2027 target of 5 gigawatts, and funding continuity will require monitoring going forward.
According to The Block, in its report published on Wednesday titled "2027 Bitcoin Long-Term Capital Market Assumptions," crypto asset management firm Bitwise raised its 10-year Bitcoin price forecast from $1.3 million to $1.6 million, projecting a compound annual growth rate (CAGR) of 34.3% for Bitcoin over the period. The report states that the base case scenario assumes Bitcoin will capture 25% of the global store-of-value market and 1% of institutional investment assets by 2036; its bear case is $130,686, while its bull case is $3.67 million. Bitwise Chief Investment Officer Matt Hougan stated that the company maintained its market share assumptions unchanged but increased its 2036 estimate for the global store-of-value market from $91 trillion to $110 trillion, and its institutional investment market size from $216 trillion to $303 trillion. The report also noted that Bitcoin's maximum supply is 21 million coins, with 20.1 million currently in circulation, accounting for 95.7% of the total supply.
B.AI has announced a major upgrade to its model leaderboard, adding four new evaluation dimensions beyond real-world usage metrics: Popular Models tracks the weekly token usage share to reflect community selection trends; the Usage Leaderboard supports real-time statistics of token and API call popularity across multiple time periods; the Price Leaderboard provides input, output, and weighted price comparisons to facilitate precise cost control; and the Smart Leaderboard integrates the Artificial Analysis Intelligence Index with a cost-effectiveness frontier scatter plot to help quickly pinpoint high-ROI models. The upgraded leaderboard meets needs such as exploring frontier capabilities, controlling invocation costs, and optimizing engineering model selection. Visit chat.b.ai/leaderboard to view it.
In a research report released on Thursday, DWF Labs pointed out that daily fund flows of U.S. spot Bitcoin ETFs are poor predictors of Bitcoin's subsequent price movements, as investors tend to buy after prices rise and withdraw funds when prices fall. The study covered 694 trading days since the launch of U.S. spot Bitcoin ETFs in January 2024: in the 8 instances where Bitcoin's price dropped by 15%, net ETF outflows occurred 7 times; while in all 9 instances where prices rose by 15%, net inflows occurred. DWF Labs concluded that ETF fund flows are more of a confirmation of market trends rather than a leading indicator.Data shows that the correlation coefficient between same-day ETF fund flows and Bitcoin price changes over the previous 5 trading days was 0.54, but the correlation coefficient with price changes over the subsequent 5 trading days was only 0.03. Between October 2025 and February 2026, Bitcoin ETFs saw net outflows of approximately $6.9 billion, and during the market downturn from May to June 2026, net outflows reached approximately $8.2 billion. DWF Labs also noted that some ETF trading may involve hedging strategies that combine buying fund shares with shorting Bitcoin via CME futures, meaning fund flows do not directly reflect investors' true bullish or bearish positions. (Cointelegraph)
ARK Invest has released an update to its open-source Tesla valuation model, projecting that Tesla will be worth approximately $4,400 per share by 2031. A Monte Carlo simulation based on 32 independent variables shows a bear case of around $3,300 per share and a bull case of around $5,000 per share, corresponding to annualized share price gains of 53% and 66%, respectively, with the base case implying an annualized return of approximately 62%.Under the base case, ARK Invest expects Tesla's total revenue to reach approximately $1.45 trillion by 2031, with EBITDA of about $902 billion and a market capitalization of approximately $17.5 trillion.To support the development of its AI and robotics businesses, the model also assumes that Tesla's cumulative AI infrastructure spending will increase from approximately $7 billion at the end of 2025 to approximately $225 billion by the end of 2031. Robotaxi is expected to become Tesla's primary source of value, contributing approximately 80% of enterprise value by 2031. The humanoid robot Optimus will also become an important growth engine, with Tesla's cumulative external sales of Optimus robots reaching approximately 1 million units by 2031, and revenue from robotics-as-a-service (RaaS) and related businesses amounting to approximately $212 billion.However, ARK Invest cautions that these valuations depend on multiple assumptions, including the pace of autonomous driving commercialization, the maturity of robotics technology, profit margins, and capital efficiency. Actual results may differ significantly from these projections. The model is for reference only and does not constitute investment advice.
Wintermute's latest market report indicates that, driven by a higher-than-expected U.S. Consumer Price Index (CPI) and a correction in the AI sector, the Nasdaq index fell 5.52% for the week, while Bitcoin dropped 1.99%, regaining and holding the key $82,500 support level after briefly breaking below it. Altcoins declined 5.69% overall, with capital rotating from high-beta and micro-cap tokens back into mainstream assets such as Bitcoin and Ethereum. Major assets currently offer a more attractive risk-reward ratio.
Odaily News: Near Protocol and Sunrise announced on October 15 that NEAR has connected to Solana via Sunrise, and NEAR liquidity is now accessible across Solana wallets, the decentralized exchange Jupiter, Raydium, and trading aggregators.This cross-chain pathway is powered by Near Intents, with NEAR as the first asset onboarded. The partners plan to support more assets and eventually integrate Near Intents directly into Sunrise.Following the announcement, NEAR is trading in the $5.24 to $5.30 range, up approximately 14% over 24 hours; its price has more than doubled over the past 30 days.Helius CEO Mert Mumtaz has joined the Near Foundation Council, where he will contribute to product strategy, market execution, and ecosystem development. (Bitcoin.com News)
Odaily reports: The U.S. September Producer Price Index (PPI) rose 6.3% year-over-year and 1.3% month-over-month, with the year-over-year growth rate reaching its highest since December 2022 and the month-over-month increase being the largest since March 2022. Energy costs accelerated, with gasoline producer prices rising 20.3% month-over-month.According to U.S. Bureau of Labor Statistics (BLS) data, final demand goods prices rose 2.6% month-over-month, with final demand energy prices up 10.8%; final demand services prices rose 0.8%, with transportation and warehousing costs up 3.4%. During the same period, U.S. September retail sales grew 0.8% month-over-month, below August's 1.3%.Polymarket data shows that traders estimate a 72% probability that the Federal Reserve will keep interest rates unchanged at its October meeting, and a 28% probability of a 25 basis point rate hike, with related market trading volume approaching $41.5 million. In September, the Federal Reserve raised its benchmark interest rate to a range of 3.75% to 4%.After the report was released, Bitcoin's price briefly fell below $81,000 and touched an intraday low of $80,154 on Bitstamp; it fell 3.4% on the day and 4% over the past two weeks. (Bitcoin.com News)
Securitize launches tokenized US stock products like Apple and Tesla on the Solana blockchain, driving its stock price up more than 10% intraday, with integration support from Ripple and Aave.
Bitcoin Treasuries posted on X that Siebert, an investment bank with $20 billion in assets, has reiterated its buy rating on Trump family-backed Bitcoin mining company American Bitcoin, with a price target of $40. Siebert stated that American Bitcoin has attractive mining economics and the potential to double its hashrate within approximately 12 to 24 months.
In pre-market analysis, trader degentrading (@degentradingLSD) highlights the following key market signals: • Macro: The 10Y yield has risen to 5.2% and the 30Y to 5.5%, nearing historical peaks. The South Korean stock market opened down 2.5%, with the memory and semiconductor sectors (SK Hynix, Samsung, MU, SNDK) broadly declining 2%–5%. Price action is expected to remain volatile ahead of MU's earnings report. • Next-Generation Cloud Computing: Project payback periods for compute infrastructure have fallen below one year. Market perception is shifting, and rapid revaluation of the new cloud sector is anticipated. Power supply bottlenecks are also gaining prominence. • Tech Stocks: META is trading lower in pre-market. Monitor for accumulation opportunities at the $690 support level or a breakout above all-time highs. If the broader hyperscale data center sector breaks out, META, MSFT, and peers could undergo paradigm-level repricing. • Crypto Markets: Broad weakness across major and alt coins, with BTC potentially testing the $82K support level. Risk capital was freed last week by trimming TAO and DOGE, and taking profit on CRDO. Since crypto sentiment typically remains positive during KBW week, the strategy this week centers on identifying short-term bullish setups.
DOG 创始人 Leonidas在 X 平台发文喊话 Bitget CEO 称，Bitget 在遭遇黑客攻击数小时后、用户提现仍处于暂停状态时发布 DOG 下架公告，叠加黑客事件引发的信任担忧，导致 DOG在 Bitget 出现严重价格脱锚，并直接影响持有或交易 DOG 的用户。
Gravity announced that the G token experienced significant price deviations on certain exchanges, with spreads exceeding 30% for several consecutive hours and reaching as high as 40%. This issue primarily stems from fragmented liquidity and cross-chain limitations between the Gravity Alpha mainnet and Ethereum. The team is prioritizing solutions to improve the speed and efficiency of cross-chain asset transfers from the Gravity Alpha mainnet to Ethereum.
According to The Block, Bitwise Chief Investment Officer Matt Hougan has revised his previous assessment regarding the impact of the Clarity Act's failure. The bill secured only 49 votes in a procedural Senate vote, falling short of the 60-vote threshold needed to advance. While Hougan had previously forecasted that a failed bill would trigger several weeks of crypto market weakness, he noted in his latest client report that Bitcoin has continued to rise after bottoming out around $57,950 on July 1, surpassing $80,000 on September 4. In the same period, Polymarket’s implied probability for the bill’s passage within the year dropped from 39% to 14%. Price action moving contrary to these expectations suggests that the bull market does not rely on legislative passage. Hougan also pointed out that initiatives such as Robinhood launching its own blockchain, Morgan Stanley listing a Solana ETF, and DTCC completing the settlement of the first batch of tokenized stocks demonstrate that Wall Street institutions are already positioning themselves ahead of regulatory clarity. He noted that proactive rulemaking by the SEC and CFTC can partially fill legislative gaps, but acknowledged that executive regulations carry the risk of being overturned by future administrations. Consequently, congressional legislation remains the sole path to providing lasting regulatory certainty.
Bybit today announced the official launch of Bybit Odds. This is a brand-new trading product that allows users to express directional views on the price movements of Bitcoin (BTC) and Ethereum (ETH), and complete trades with fixed potential returns and zero liquidation risk.Bybit Odds is designed to eliminate the complexity and uncertainty commonly found in crypto derivatives trading. Users allocate USDT to a specific price outcome. If the prediction is correct, they receive a pre-displayed fixed payout at settlement; if the prediction is incorrect, they only lose the allocated amount, with no additional losses. The maximum return and maximum loss of each trade are clearly visible before confirmation.Bybit Odds offers three contract structures to suit different timeframes and risk preferences:Up/Down — Predict whether the price will rise or fall relative to the entry price, with settlement in 5 minutes or 15 minutes.Price Target — Predict whether the price will be above or below a specified level at expiry, with contract terms of up to 7 days.Price Range — Predict whether the price will remain within or break out of a specified range at expiry, with contract terms of up to 7 days.The minimum participation amount per trade is 5 USDT. Bybit Odds is deeply integrated with the Unified Trading Account (UTA), allowing users to directly use existing funds without additional transfers. Product pricing is supported by institutional market makers, ensuring competitive quotes and ample liquidity across all contract types.
PPP prediction market monitoring shows that on Polymarket, the probability of "OpenAI's valuation will reach $1 trillion by the end of 2026" has risen to 82%, up 20% in 24 hoursIf from the event creation date through December 31, 2026, the OpenAI NPM Price published by Nasdaq Private Market corresponds to a private market valuation that at any point reaches or exceeds the target valuation set by the event, it resolves as "Yes"; otherwise, it resolves as "No."NPM publishes data only on trading days and updates it at 1:00 PM ET the following day. If by January 1, 2027, relevant data has still not been published, the event may remain open at the latest until January 4 at 11:59 PM.If OpenAI conducts an IPO or direct listing during this period, then in addition to the pre-listing NPM valuation, the valuation corresponding to the official offering price and the public market market cap from after listing through December 31, 2026, will also be referenced. Public market cap is calculated as "the highest/lowest official trading price on a trading day × the total number of outstanding common shares at that time."In simple terms: as long as before the end of 2026, OpenAI has at any point reached the valuation threshold set by the event according to NPM or official post-listing market data, it counts as "Yes."Join the PPP signal push community to stay one step ahead and seize the opportunity.
According to CoinShares’ Q2 Bitcoin Mining Report, even as Bitcoin prices continue to rebound, publicly listed miners that have already pivoted to AI infrastructure are highly unlikely to return to mining operations. The report indicates that AI infrastructure yields approximately $1.5 million in profit per megawatt, roughly triple that of Bitcoin mining (around $500,000), highlighting a stark economic disparity. Currently, at least 35 EH/s of hash rate (representing about 4.7% of the network’s total 750 EH/s) is slated to exit the publicly listed mining sector, with companies such as Core Scientific, IREN, Cipher Digital, and TeraWulf having sequentially announced either full exits or scaling back of mining operations. Given that some AI hosting agreements extend up to 15 years, this transformation is largely irreversible.
According to Binance official announcements, effective from September 15, 2026, at 21:00 UTC, Binance will adjust the trading hours and index price calculation methodology for commodity TradFi perpetual contracts as follows: • Regular trading hours (Sunday 18:00 to Friday 17:00, ET): Standard mode will be applied, with the index price updating every second based on a weighted average of quotes from third-party data providers; • Weekends and public holidays (Friday 17:00 to Sunday 18:00, ET): Order book EWMA mode will be adopted. This adjustment applies to all commodity TradFi perpetual contracts, including XAUUSDT, XAGUSDT, XPTUSDT, XPDUSDT, COPPERUSDT, CLUSDT, BZUSDT, NATGASUSDT, and any future newly listed contracts of this type, with trading operations remaining unaffected.
According to Chaoshi Research, Goldman Sachs' September 9 research report indicated that Apple has released the iPhone Duo, iPhone 18 Pro and Pro Max, Apple Watch Series 12 and Ultra 4, and AirPods 5. The iPhone Duo starts at $1,999, while the starting prices for the iPhone 18 Pro and Pro Max have been raised by $100 each to $1,199 and $1,299, respectively. AT&T and T-Mobile are offering trade-in subsidies of up to $1,200, reducing the actual out-of-pocket price for the iPhone 18 Pro to zero under eligible plans.