News linked to both this project and an event.
Odaily Report: The whale "Setting Ten Big Goals First" posted on X to update his Bitcoin market views and position operations. He stated that he previously believed the BTC $78,000 level would be difficult to break below, and the actual price had remained above $79,000 until the recent black swan event caused it to fall below that level. He had already closed about two-thirds of his long position near $76,000 to guard against another extreme market move similar to October 11.After observing market stabilization over the past two days, he has re-established a full long position in the $76,000 to $78,000 range. His core judgment remains unchanged, and he still believes that $58,000 is the bottom for BTC in this cycle. He further noted that the bottom of the first phase of this bull market may be around $118,000, while the target for the second leg up is double $78,000, or about $150,000, and he expects BTC to potentially reach $120,000 within this year.
Odaily reports: Digital trading platform Robinhood Markets' prediction market revenue is projected to reach $1.7 billion by 2028, exceeding the estimated $1.6 billion in crypto business revenue for the same period. Bernstein analysts expect prediction market revenue to grow from approximately $650 million this year to $1.7 billion by 2028, accounting for about 18% of the company's projected total revenue of $9.4 billion that year.Bernstein has raised its revenue estimates for Robinhood in 2026, 2027, and 2028 by 3%, 4%, and 3% respectively, while maintaining its $160 price target unchanged. Analysts expect the company's third-quarter revenue to grow 13% quarter-over-quarter to approximately $1.5 billion, driven by growth in equity notional trading volume, options trading volume, and event contract trading volume, as well as a recovery in crypto trading volume. (Cointelegraph)
Bitcoin News posted on X that MSCI is advancing a proposed methodology that would classify Michael Saylor's Strategy, Japan's Metaplanet, and other digital asset treasury companies as "non-operating" enterprises, potentially excluding them from the MSCI Global Investable Market Indexes. JPMorgan estimates that passive funds tracking MSCI indexes may be forced to sell $2.8 billion worth of MSTR shares; if other index providers adopt similar rules, the broader capital outflow could reach $8.8 billion. Strategy's reverse analysis shows that MSCI-tracking funds hold approximately 3.1% of its outstanding shares; a final decision is expected around October 16, with implementation potentially beginning on November 30.
crypto KOL Bonk Guy posted on X platform, stating that panic selling in the market could last for hours or even days, and investors need not wait until the sell-off ends to start buying, but should instead focus on opportunities when market participants broadly lose confidence.Bonk Guy expressed optimism about SI's performance after this round of panic selling, believing it is poised to hit a new all-time high in the future, with a market cap reaching hundreds of millions of dollars.According to GMGN data, SI's current market cap stands at $13 million, with a 24H decline of 11.8%.
Tom Lee, Chairman of Ethereum treasury company Bitmine, said in an interview that Ethereum could rise to $25,000 to $50,000 in this cycle. He believes that ETH has been trading in a similar range for the past five years, and sustained bottoming may lay the foundation for a larger breakout ahead.Tom Lee also expects ETH to exceed $5,000 by the end of the year, noting that if Bitcoin rises above $100,000, ETH could reach around $7,500. However, market prediction data shows that traders currently see only a 4% probability of ETH reaching $5,000 by the end of 2026.
Odaily News: According to monitoring by Galaxy's head of research, the Bitcoin losses caused by the Ledger cryptocurrency supply chain attack currently amount to 213.42 BTC, valued at $17.7 million. Of this, 92% of the funds were transferred in less than 90 days ago, while some funds were transferred even earlier. All Bitcoin traced so far remains unspent and is held in 3 aggregation addresses.
Odaily News: The International Monetary Fund (IMF) stated that the tokenized financial market is growing rapidly, but legal uncertainty, insufficient interoperability, and the lack of a widely recognized settlement asset could still limit its further development.In its latest analysis, the IMF noted that as of July, the scale of tokenized real-world assets (RWA) was approximately $65 billion, still relatively small compared to the roughly $300 trillion in global capital market assets. Among these, tokenized credit products accounted for approximately $30.4 billion, money market funds approximately $17.5 billion, and tokenized equities approximately $2.3 billion.The IMF stated that tokenized equities are attracting investors by supporting 24/7 trading and fractional ownership, but their liquidity is significantly lower than traditional markets, with actual volatility approximately 1.5 times that of traditional stocks. As the tokenized market expands, increased market correlation and leverage could amplify liquidity risks, concentrated selling, and risk contagion.The IMF said tokenization could reshape financial markets, but future development will depend more on improved policy frameworks, market depth, trust mechanisms, and risk protection measures. Currently, since the market size remains relatively small, the systemic risks posed by tokenized assets are limited. (Cointelegraph)
According to Onchain Lens monitoring, the U.S. government has transferred an additional 94.15 million USDT from seized FTX/Alameda funds to Coinbase Prime. The cumulative transfer amount over the past few hours has reached approximately $566 million.
According to on-chain analyst Ai Yi (@ai_9684xtpa), a 2016-era ETH OG address with a cost basis as low as $11.61 deposited 13,330 ETH to Coinbase two hours ago, valued at approximately $36.37 million at an average deposit price of $2,728.59. If sold in full, the address would realize a return of up to 23,402%, with an expected profit exceeding $36.21 million.
According to Cointelegraph, Trump is expected to appoint former SEC chairman Jay Clayton as AI czar. Meanwhile, veteran trader Peter Brandt predicts that if Bitcoin holds its key lows, the peak of this cycle could reach $600,000.
Crypto analyst Darkfost stated in a post that over the past decade, the amplitude of Bitcoin price fluctuations around the "Power Law" trendline has been gradually decreasing, with market cycle volatility trending toward convergence. The oscillator index peak has declined from +169 in 2018 to +102 in 2025, while its daily change standard deviation has fallen from 4.81 to 2.47, representing a drop of approximately 49%. Darkfost added that as of October 3, the model’s oscillator index stood at +34.5, with Bitcoin trading at approximately $84,700. Based on that day's model parameters, an oscillator index reaching +100 would correspond to a Bitcoin price of roughly $157,800, which is about 86% higher than the current price. He also noted that $157,800 is not a fixed target price, but rather a reference level calculated based on current regression parameters. If the Power Law trendline continues to rise in the future, this reference level will increase accordingly.
Odaily reports: Veteran trader Peter Brandt says Bitcoin has likely bottomed out for this cycle and entered a new bull market. He has raised his cycle top forecast from the previous $250,000 to $300,000 to $300,000 to $600,000 by late 2029, adding that hitting $500,000 is "very likely."However, Peter Brandt warns that Bitcoin could pull back to $65,000 to $66,000 in early October to flush out momentum chasers. Brandt is also skeptical of XRP's investment value, calling it a "fool coin," and said that XRP having payment use cases and Ripple having banking partners does not necessarily mean its value will rise. (Cointelegraph)
Odaily News — Digital asset management firm Grayscale's Zcash ETF (ZCSH) reached $1 billion in net assets as of September 24, with cumulative net inflows of $306.12 million, accounting for less than 30%. The fund began trading on NYSE Arca on August 25 and surpassed $500 million in assets within two weeks.ZCSH was renamed from Grayscale Zcash Trust, which was established in October 2017 and already held ZEC at the time of listing; meanwhile, the price of ZEC has roughly doubled since the ETF's listing, driving the fund's asset growth. On September 8, Grayscale's parent group DCG International Investments exchanged 85,705.32563297 ZEC for approximately $100 million in ZCSH shares. Excluding this non-cash transaction, external new capital amounted to approximately $200 million.Grayscale will implement a 3-for-1 forward split before market open on September 30, applicable to holders of record at the close of business on September 28. After the split, the net asset value per share is expected to drop to approximately one-third, the number of shares will triple, and the dollar value of holdings will remain unchanged. (Bitcoin.com News)
According to Tide Research, JPMorgan's research report dated September 8, 2026 noted that on September 4, U.S. spot Bitcoin ETPs recorded a net outflow of $175 million, Ethereum ETPs saw a net inflow of $9 million, and Solana ETPs posted a net outflow of $5 million. For the week, the three major categories combined for a net outflow of $1.126 billion, showing a slight slowdown compared to the previous two weeks. Capital inflows were highly concentrated, with BlackRock's IBIT recording a single-day inflow of $118 million and Fidelity's FBTC seeing an inflow of $57 million, while all other products registered zero inflow. Significant internal hedging was observed within Ethereum ETPs, as BlackRock's ETHA posted an inflow of $58 million against a $48 million outflow for Fidelity's FETH. The total AUM for Bitcoin ETPs stands at $101.25 billion.
According to data monitored by on-chain analyst Ember (@EmberCN), the [Garrett Jin whale entity] added 7,000 ZEC (approx. $8.4 million) in short positions against the trend as the ZEC price climbed to $1,195, expanding its total short position to 39,760 ZEC (approx. $47 million). This lifted the average short entry price from $444 to $576.3, leaving an overall unrealized loss of approximately $24 million. This entity initially opened a 32,760 ZEC short at $444 in early July, when the ZEC price was under $400, whereas it has since surpassed $1,200, marking a gain of over 200% in three months and keeping the short position under continuous pressure.
Bloomberg ETF analyst Eric Balchunas stated that the Bitwise Solana ETF’s assets under management have surpassed $1 billion, making it the first Solana ETF to reach that scale. Cumulative inflows for the category have reached $1.7 billion, and despite experiencing sluggish markets in the first half of the year, the category has largely avoided sustained outflows.
Odaily News: Geoff Kendrick, Global Head of Digital Asset Research at Standard Chartered Bank, stated that the forecast of Bitcoin reaching $100,000 by the end of the year may be too conservative, and there is a possibility of challenging the previous all-time high of $126,000 before the year ends.On Friday, Kendrick noted that the recent Bitcoin rally has been primarily driven by short liquidations, while inflows into spot Bitcoin ETFs have also begun to recover. Given the currently low open interest levels in the market, more investors could re-enter as prices rise, providing further momentum for the rally."This is the first time this year that I've seen a risk that my year-end target of $100,000 may be too low," Kendrick said.Kendrick believes that Bitcoin's rebound momentum could accelerate further after October 6. Meanwhile, several market observers also believe the bear market may be nearing its end. Cory Klippsten, CEO of Swan Bitcoin, previously stated that Bitcoin could bottom out in October; Markus Thielen, founder of 10x Research, suggested that if the August monthly close stays above $63,000, it could confirm the formation of a bear market bottom. (Cointelegraph)
渣打银行分析师 Geoff Kendrick 表示，在美国财政部扩大长期债券回购计划背景下，比特币有望在 2026 年底涨至 10 万美元。
According to on-chain analyst Ai Yi (@ai_9684xtpa), over the past 5 hours, address 0x8c5…A04b1 received 10,000 Ethereum from Galaxy Digital, valued at approximately $19.1 million at current prices. Since July 23, this address has accumulated 37,000 Ethereum, with a total value of approximately $71.13 million, an average withdrawal price of about $1,922.5, and an estimated unrealized loss of approximately $908,000 at current prices.
According to official announcements, Ondo's tokenized U.S. Treasury yield note USDY (U.S. Dollar Yield Token) has now officially launched on BNB Chain, supporting instant minting/redemption and cross-chain bridging functionality. As a leading permissionless tokenized U.S. Treasury product, USDY's launch on BNB Chain, one of the largest and most active public chain ecosystems globally, marks the first time institutional-grade yield assets are accessible directly without permission. This launch is a significant step in USDY's multi-chain expansion, bringing yield-bearing USD asset exposure to millions of users and AI agents within BNB Chain's deep DeFi ecosystem, and achieving a dual improvement in capital efficiency and transaction speed through instant minting and redemption mechanisms. Users no longer need to bridge from other chains to directly hold yield assets backed by U.S. Treasuries within the BNB Chain native environment; for developers, USDY can also serve as high-quality collateral in on-chain lending, trading, and liquidity protocols, seamlessly integrating with BNB Chain native applications.