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According to on-chain analyst Ai Yi's monitoring, smart money with nearly 1 million dollars in floating profit from Niulai single currency is suspected to have fully liquidated. The address 0x248...A6990 bought 10.26 million Niulai at 0.02892 dollars on August 17 and after holding for 44 days, transferred all tokens to Binance one hour ago (1.181 million dollars).If sold, it would profit over 885,000 dollars, with that portion once having a floating profit of 1.365 million dollars.

Sei Network posted on platform X that REX Shares and Osprey Funds have updated their SEI staking ETF application documents with the U.S. Securities and Exchange Commission (SEC), setting October 23 as the effective date.The document states that this revision is solely to designate a new effective date for previously submitted post-effective amendments. The funds involved include REX-Osprey SEI + Staking ETF, SUI + Staking ETF, HYPE + Staking ETF, NEAR + Staking ETF, AAVE ETF, ADA + Staking ETF, ATOM + Staking ETF, AVAX + Staking ETF.

According to QCP analysis, the global market opened under multi-asset pressure, with investors reducing risk exposure. The Nasdaq 100 index fell from 744.45 to 737.76 in pre-market trading, gold dropped from $4260 to $4147, Bitcoin decreased from $84500 to $82800, and the dollar index also declined, reflecting broad deleveraging rather than a shift to safe-haven assets.QCP stated that the main driving factor is geopolitical: the United States rejected a ceasefire condition proposal regarding the Strait of Hormuz last weekend, reigniting concerns over energy supply disruptions and driving a significant rise in Brent crude oil. This week, the U.S. macroeconomic calendar is packed. Following the recent interest rate hike by the Federal Reserve, the PCE price index and non-farm payroll report are key data points, and the market remains highly sensitive to data that could influence further adjustments in monetary policy. In terms of crypto options, front-end implied volatility remains high, with traders pricing for downside protection. Spot Bitcoin ETF fund flows show hesitation amid broader clearing. Bitcoin's recent technical strength faces dual pressure from geopolitical uncertainty and macroeconomic data risks, with key support levels being closely monitored.

According to BBX data, last weekend, publicly listed companies in the U.S. and European stock markets disclosed the latest developments in digital asset allocation and treasury strategy adjustments. The core information is as follows:Morgan Stanley's ETF increased its holdings by nearly 43 Bitcoin, with a total holding value of $779 million: On-chain tracking data shows that Wall Street investment banking giant Morgan Stanley withdrew 42.979 Bitcoin from its subsidiary's spot Bitcoin exchange-traded fund MSBT on Saturday, extracting from the Coinbase Prime hot wallet address, valued at approximately $3.6 million based on the price at the time of withdrawal. Following this increase, Morgan Stanley's total Bitcoin holdings have now reached 9,261 BTC, with a total holding value of about $779 million.French semiconductor listed company Sequans liquidated 314 BTC, completely exiting its Bitcoin reserve strategy: French well-known semiconductor and IoT chip design listed company Sequans Communications disclosed that it has fully sold the 314 Bitcoin held on its balance sheet. This liquidation marks the company's official termination and complete exit from the previously established Bitcoin corporate treasury reserve strategy, and in the future, it will refocus its funds and liquidity on its core semiconductor business.

UsePaid posted on X that X Money payments have currently been suspended, and the team is addressing the payment issues. Existing balances remain secure, and related fees will continue to accumulate.UsePaid stated that before restoring full payment services, a web portal will be launched as a temporary fund application channel, and they are committed to resuming payment operations as soon as possible.

User choblin29 posted that Boris Power, the head of application research at OpenAI, stated that the company has 80% to 90% of its research focused on GPT-7, GPT-8, and subsequent models. Power believes that improvements within the same generation of models are viewed internally as very short-term investments that can be used to accelerate current learning, but not as a long-term strategy.According to the post compiled, the relevant path is to first build large cutting-edge models, then use them as teacher models to distill into smaller, cheaper models. Power mentioned that GPT-6 Astra could be distilled into models like Luna and believes that a better way to build small specialized models might be to first train a more capable general model. He also stated that the current biggest issue is not model performance; most users still do not understand the work that existing AI is already capable of completing.

According to Catcher Predict monitoring, the predicted market on Polymarket for the "Rams vs. Broncos" event shows that the "Rams" option in the sub-market "2H Moneyline" has experienced a sharp fluctuation in winning probability, soaring from 52.5% an hour ago to the current 74.5% (a fluctuation of 22%). Please note the impact of related breaking news.

According to monitoring by Arkham, Morgan Stanley extracted over 42.9 Bitcoins, worth approximately 3.6 million dollars, from the hot wallet address of Coinbase Prime through its spot Bitcoin exchange-traded fund MSBT.As of now, Morgan Stanley's total Bitcoin holdings have reached 9,261 BTC, valued at approximately 779 million dollars.

According to on-chain analyst @ai_9684xtpa, a certain smart money address (0x54e...a3F41) withdrew 133,000 VVV from Flowdesk 3 hours ago, worth 4.14 million dollars.This address allegedly took profits of 588,000 dollars two weeks ago and currently holds 233,337 VVV, worth 7.45 million dollars, with an unrealized profit of 2.128 million dollars calculated at the average withdrawal price of 22.78 dollars.

Bitget CEO Gracy Chen publicly stated in a live broadcast regarding the platform's attack incident that the platform is currently preparing to resume withdrawals, but there is no accurate timeline for recovery yet. Bitget's internal and external technical teams are synchronously identifying the issues and formulating solutions, hoping to restore relevant services as soon as possible.Gracy Chen mentioned that the method of attack in this theft incident is different from previous security incidents that occurred at some exchanges. According to the current investigation, the hackers did not implement the attack through key leakage, but rather bypassed certain systems and initiated withdrawals through the system. She stated that key leakage is the worst-case scenario, but this incident is not the same.Due to the involvement of multiple cryptocurrencies and blockchain networks in this incident, Bitget is temporarily unable to directly open withdrawals and needs to confirm that funds are completely safe and develop a more secure handling plan before resuming. Gracy Chen stated that the platform has currently completed comprehensive loss prevention and will not experience further attacks; once the security issues are addressed more definitively, withdrawals will be reopened.

Killa posted on platform X, stating that it believes the bottom for Bitcoin has already appeared. From the current level to $126,000, the maximum pullback in this bull market is expected to be around 10% to 15%. If Bitcoin forms a local high near $87,000 before further dropping to just above $70,000, that area may become the bottom for Bitcoin; if it reaches the relevant price level, it will significantly increase the continuation of the upward trend for long positions.Killa stated that Bitcoin is currently testing a key area near $80,000. If it can hold the previously broken range high, the upward trend may continue; it will only consider shorting near $90,000.

According to monitoring by Scam Sniffer, Duelbits has experienced approximately $4.2 million in fund outflows from hot wallets on the Ethereum, BSC, and Tron networks, suspected to be related to a private key leak.The transferred assets include 836 ETH, 1.62 million USDT, 97,000 USDC, 209 BNB, and 192,000 TRX. Currently, most of the transferred assets have been converted to ETH.

The multi-chain Meme trading terminal GMGN released a recruitment notice on September 23, seeking talent globally, with 8 key positions available.This recruitment focuses on two main areas: product management and research and development. In the product management area, there are three positions: social community, user conversion, and on-chain trading, all based in Hong Kong and requiring full-time commitment. In the research and development area, there are five positions: EVM trading routing engineer, on-chain data development engineer, senior backend development engineer, senior blockchain development engineer (cross-chain direction), and smart contract engineer (Launchpad direction). Resumes should be sent to hr@gmgn.ai.GMGN stated that the team is dedicated to building the fastest multi-chain Meme trading terminal in the world, with members being deep on-chain users themselves. Recently, GMGN's perpetual contract trading feature was opened for public testing on September 21 and has supported 7 launch platforms including Pons on the Robinhood Chain.

According to Onchain Lens monitoring, 3 hours ago, Morgan Stanley's MSBT Bitcoin ETF received 1,100 Bitcoins from Coinbase Prime, amounting to approximately 93.89 million dollars, marking the largest single inflow since the fund's establishment.

In the seventh live broadcast of the Huobi Expert Lecture, HTX Research asset analyst WZ pointed out that in the past, people were accustomed to explaining Crypto with Crypto, but today, the variables that determine the next phase of Crypto are increasingly occurring outside of Crypto. This marks a new pricing cycle that Crypto is entering.On the policy level, WZ believes that although the Clarity Act, which has systematic characteristics, is hindered in the Senate due to the need to secure bipartisan votes and issues involving the Trump family's interests and stablecoin profit distribution, U.S. crypto regulation has not stalled. For instance, the SEC recently released an "innovation exemption" plan that allows compliant institutions meeting certain conditions to tokenize specific stocks, accelerating the integration of traditional finance and crypto.On the macro level, WZ stated that the situation in the Middle East and the blockage risk in the Strait of Hormuz have raised the "risk premium" of crude oil. Rising oil prices can trigger inflation expectations, which in turn affect U.S. Treasury yields and global liquidity. When energy prices remain high and interest rates stay elevated, the upward potential for risk assets like Bitcoin may be constrained.WZ also pointed out that in this cycle, the direct inflow and outflow of ETF funds have changed the traditional logic of capital overflow, making a "general rise" pattern for altcoins difficult to achieve. However, in the new cycle, assets with a "new narrative" and strong consensus will still experience independent upward trends.

Bitwise released its first report on "Institutional Adoption of Crypto Assets," based on interviews with investment professionals responsible for crypto asset allocation at 15 large institutions. The report states that during the period from the fourth quarter of 2025 to the second quarter of 2026, the overall crypto market will retract by about 50%, but none of the interviewed institutions reduced their crypto asset allocation, and some institutions even increased their holdings.All interviewed institutions holding crypto assets possess Bitcoin, with most viewing it as a store of value and ranking it alongside gold as a hedge against fiat currency depreciation. The report also shows that the allocation of crypto assets by the interviewed institutions ranges from 0.5% to 13% of their investable assets, with most concentrated between 1% and 2%.

According to Cointelegraph, the European Securities and Markets Authority (ESMA) will establish a new EU strategic regulatory priority themed around digital innovation starting in 2027, initially focusing on AI and tokenization.Regulatory authorities in EU member states will identify emerging areas of tokenization, documenting how businesses use or plan to use AI and tokenization technologies in products and processes that directly affect investors, and conducting preliminary checks on some of the most affected companies.ESMA stated that the risks that need to be prioritized include biased or misleading AI outputs, products that are difficult for investors to understand, and reliance on a few third-party service providers. This priority will be advanced in parallel with the regulatory priority for cyber and operational resilience that will be launched in 2025.

According to Bitcoin Magazine, CoinRoutes co-founder Dave Weisberger stated in a video interview with Bitcoin Magazine that the biggest unreleased factor for Bitcoin is not ETFs or corporate hoarding, but rather collateral treatment. He pointed out that banks face a nearly 100% discount when holding Bitcoin, and once Bitcoin is treated like other assets based on volatility and liquidity, the situation for lending institutions and companies like Strategy Inc (formerly MicroStrategy) will change.Weisberger referred to this adjustment as the "final hurdle" and mentioned that both the Basel Committee and regulators believe this change is inevitable, but it has not yet been fully realized. He also discussed topics such as asset tokenization, Hyperliquid, and Federal Reserve policies, believing that Wall Street is providing support for related directions under the trend of tokenization.He further stated that the influx of ETF funds has reduced Bitcoin's volatility; every 25 basis points change in interest rates adds $100 billion to the U.S. fiscal deficit; Bitcoin still possesses asymmetric option characteristics, and the issue of "clean collateral" has not been resolved, so market FOMO sentiment has not truly begun.