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According to SoSoValue data, the total net outflow of Bitcoin spot ETFs is $635 million. The Bitcoin spot ETF with the highest net inflow in a single day is the Morgan Stanley ETF MSBT, with a net inflow of $2.33 million in a single day, and the historical total net inflow of MSBT has reached $771 million.The Bitcoin spot ETF with the highest net outflow in a single day is the Blackrock ETF IBIT, with a net outflow of $254 million in a single day, and the historical total net inflow of IBIT has reached $66.244 billion. As of the time of publication, the total net asset value of Bitcoin spot ETFs is $104.708 billion, and the ETF net asset ratio (the market value compared to the total market value of Bitcoin) is 6.41%, with a historical cumulative net inflow of $57.321 billion.

According to sources, the cryptocurrency trading platform Gate (Gate Future entity) has recently obtained the Introducing Broker (IB) qualification in the United States and signed a cooperation agreement for the prediction market with relevant partners.Currently, Gate is advancing the technical integration and development of its products, planning to launch prediction market services in the United States, with the earliest possible launch by the end of 2026.

U.S. Secretary of Defense Lloyd Austin has prohibited all Pentagon personnel from using non-public information to place bets on upcoming military operations, involving prediction market platforms such as Kalshi and Polymarket. In a memo sent to senior Pentagon officials and defense agencies on Tuesday, he stated that all Department of Defense personnel are prohibited from using non-public information for financial transactions, with the relevant restrictions covering both classified and unclassified information.Austin wrote in the memo that adversaries will observe movements in these markets, and the safety of U.S. military personnel often depends on the enemy not knowing what is about to happen. He also pointed out that, aside from operational security, financial betting can distort judgment: a logistics personnel betting on the date of an operation will be concerned about that date, and an analyst holding a position on the outcome will also be concerned about that outcome.Before this directive was issued, U.S. Army soldier Gannon Ken Van Dyke was charged in April for allegedly profiting over $400,000 on Polymarket by using classified information regarding the operation to capture Venezuelan leader Nicolás Maduro. Prosecutors claimed he participated in the planning and execution of the operation and used advance knowledge to bet on the outcome of Maduro's ousting; he pleaded not guilty to all charges. In February, Israeli authorities also arrested and charged a military reservist and a civilian for allegedly using classified information to bet on events related to Israeli strikes against Iran on Polymarket.

Elon Musk stated that they are increasing the production of the integrated battery system Megapacks as much as possible.

According to Ramp's tracking of payment data from over 70,000 U.S. companies, approximately 80% of Anthropic and OpenAI's enterprise revenue comes from the top 1% of clients. In August and September, enterprise Token spending saw nearly zero growth for two consecutive months; although it reached a historical high at the beginning of October, it was only 1.5% higher than the peak in August.According to Ornn data, the actual Token price index for Anthropic fell from over $1.70 in mid-September to $0.83, a decline of more than 50%, while OpenAI's corresponding index was $0.45. According to YipitData, the top 1% of Anthropic's clients contributed 46% of revenue in August, up from 25% a year ago. Ramp data shows that the paid adoption rate for enterprise AI in September only increased by 0.62 percentage points to 55.9%. Ramp's chief economist Ara Kharazian believes that growth is shifting from expanding the paid user base to enhancing the depth of use among existing users.Goldman Sachs warns that the growth rate of Token demand must exceed the decline in prices to support sustained investment in computing power. Apollo's chief economist Torsten Slok pointed out that companies are highly sensitive to computing power prices, and price reductions may not necessarily lead to sufficient new demand. Goldman Sachs data also shows that the realized return on invested capital for Amazon, Alphabet, Meta, Microsoft, and Oracle has dropped from 40% to 25%, the lowest since 2016.

The Iranian Revolutionary Guard Navy stated that if the United States continues to encourage ships to cross areas planted with mines, Iran's countermeasures may expand to U.S. bases in the region.

IBM's revenue for the third quarter of fiscal year 2026 was 17.1 billion dollars, a year-on-year increase of about 5%. The adjusted earnings per share were 2.95 dollars, both exceeding analysts' expectations. The company raised its full-year software revenue growth guidance to about 7%–8% and increased its full-year free cash flow growth guidance to over 1 billion dollars.Previously delayed software and mainframe deals, due to customer spending shifting towards data center infrastructure, have started to sign contracts. Free cash flow for the first nine months totaled 8 billion dollars, setting a historical record for the same period. IBM's stock price fell 4.95% in after-hours trading, closing at 239.02 dollars.

The Solana ecosystem collectible card platform Collector Crypt announced that its total transaction volume in the past 24 hours reached 24.3 million USD, setting a new single-day historical record. During the same period, platform users opened a total of 123,425 card packs.Collector Crypt's card packs are products that randomly generate cards. After purchase, users must go through an authentication process to obtain tokenized versions of cards featuring Pokémon, One Piece, and sports stars, which can then be traded on the platform.On October 19, Pump.fun integrated the random card pack opening feature and collectible card trading market from Collector Crypt. On the first day of integration, Pump.fun users contributed approximately 20% of the total transaction volume of Collector Crypt's random card packs.

The French Ministry of Finance, the Financial Markets Authority (AMF), the French Central Bank, and the Prudential Supervision and Resolution Authority (ACPR) jointly proposed amendments to the EU's Markets in Crypto-Assets Regulation (MiCA), requiring cryptocurrency platforms to take responsibility for customer losses when they actively provide access to DeFi protocols without reviewing the protocols or ignoring known security risks.The French side proposed that platforms review relevant protocols before providing DeFi access and continuously monitor for vulnerabilities and suspicious activities, while also supporting the certification of protocols and smart contracts. These requirements will apply comprehensively to significant Crypto Asset Service Providers (CASP), with smaller platforms subject to proportionately adjusted obligations. France also proposed transferring the regulatory authority of significant CASPs from national regulators to the European Securities and Markets Authority (ESMA) and lowering the current EU daily active user threshold of 15 million. Additionally, France suggested re-examining the category of Asset-Referenced Tokens (ART) and adjusting the Electronic Money Token (EMT) framework to cover multi-currency stablecoins.

According to Caixin, Liu Jun, President of the Industrial and Commercial Bank of China, stated at the first Digital Renminbi Annual Conference held during the 2026 Financial Street Forum Annual Meeting that while digital technology promotes the development of the digital economy, it also brings changes to the currency trust mechanism. Data, algorithms, and programmability are beginning to participate in the generation and transmission of credit, with trust shifting from being supported by institutional singular points to being jointly supported by institutions and technology. However, technology can only reinforce trust, not replace it.Liu Jun mentioned that whether digital currency can become a currency is not primarily about the algorithm design itself, but rather about how credit is supported and fulfilled, and how responsibility is implemented. He pointed out that currency is transitioning from physical forms to data, moving from multi-step clearing reliant on accounts and intermediaries to synchronous payment and settlement. The way currency is realized is changing, but its attributes remain the same, still fulfilling the three functions of a medium of exchange, a store of value, and a unit of account.

Bitcoin has been trapped in the range of $80,000 to $84,000 for the past two weeks. Huobi HTX's chief analyst Cloud believes that this is essentially a balance of two opposing forces: ETFs have seen a net outflow for two consecutive weeks, while exchange holdings continue to flow out, and long-term holders are only moderately cashing out. In the week leading up to the Federal Reserve's interest rate decision, Bitcoin is likely to continue waiting in this range. The CME has only priced in a 16% chance of a rate hike in October, while economists generally believe it is close to a 50-50 chance. This discrepancy in pricing and opinions will make funds hesitant to bet in advance.If a direction is chosen in advance, the possibility of a downward test is slightly higher: the funding rate remains high, and the options skew continues to lean towards puts, indicating that bulls have not yet cleared out, and the demand for downside protection is still increasing. However, there has been effective support formed multiple times below $80,000 in the past month, making a downward breakout more likely to be a false breakout.Confirmation signals for a breakout are divided into two groups: for an upward breakout, the daily close needs to be above $84,200, with a cumulative net inflow of over $500 million into ETFs for three consecutive days, and the funding rate not exceeding 15%; for a downward breakout, it must fall below $79,800, with a single-week ETF outflow exceeding $500 million, while exchange funds turn into net inflows. The true source of direction will come from the interest rate decision announced at midnight on October 29, Beijing time, and the nearly 89% pricing for a rate hike in December.Note: The content of this article is not investment advice and does not constitute any offer, solicitation, or recommendation for any investment products.

According to "Du Jia," Alibaba Cloud merged its original IQS information query service with CleverSee in mid-September to create a brand new AI-native search service product called CleverSee (Chinese name "Kai Xi"), providing integrated search and Q&A services for enterprise clients.CleverSee is positioned as an AI-native retrieval tool specifically designed to provide understandable high-quality information sources for large models and intelligent agents. Its core includes three sub-products: networked inquiry, vertical domain inquiry, and enterprise internal search, covering public internet information, semi-public information in vertical fields, and private data within enterprises, respectively. The networked inquiry supports intent recognition, multi-turn thinking, and searching while thinking, and can return answers with source citations as well as structured cards for weather, stock prices, etc.; the enterprise internal search is currently in a targeted experience testing phase.Previously, Tencent Cloud opened "Yuanbao Search" to the public on October 20, and ByteDance's Volcano Engine also launched Viking AI Search, accelerating the deployment of AI search infrastructure among domestic cloud vendors for enterprise applications.

The founder of the Solana landing service analysis platform Circular, Ben, stated that he believes the trading terminal Axiom charges traders through misleading "validator bribes" and routes the related funds to the landing service Lunar under HelloMoon. Ben mentioned that since April, the bribes paid by Axiom traders to Lunar amount to approximately $55.7 million, but the latest 30-day analysis shows that only about 1% can be traced back to additional on-chain validator incentives, and he inquired whether Axiom shares in this tip revenue.Circular claims that it reconstructed the activities related to Lunar and Axiom from April 26, 2026, to October 19, based on on-chain payment flows: during this period, Lunar received 530,166 SOL in bribes, valued at approximately $55.67 million based on its quoted price of $105/SOL, corresponding to 189 million successful payments of bribes to Lunar from Axiom transactions. In the last 30 days, 45 million Axiom transactions made payments to Lunar, accounting for 80.6% of successful Axiom transactions; Lunar received 138,964 SOL, approximately $14.59 million, of which about 1,579 SOL was attributed to additional on-chain validator incentives, accounting for 1.14%.Ben also cited on-chain cases from September 26 and October 7, stating that after he paid bribes as suggested by the Axiom interface, the identifiable additional priority fee increase was about 1% of the amount paid to Lunar. He indicated that Axiom controls transaction routing and fee recommendations and has published its associated Lunar address on GitHub for verification. The above content represents Circular's on-chain statistics and personal judgment, and the post also states that the related proportions do not exclude other service costs or off-chain payments, and its estimate of the platform's revenue share is not based on tracked payments to Axiom.

Coinbilly, an early team member of Invisible Friends, announced that he has fully acquired the brand, covering smart contracts, intellectual property, remaining inventory, and After Effects files. He stated that he began working with the brand five years ago and has been pushing for the acquisition for more than the past two years, involving communication with multiple lawyers. The original artist, Markus Magnusson, created the initial artwork but will not participate in the subsequent operations.According to his review, Invisible Friends consists of 5,000 invisible characters that walk in a loop, with the audience only able to see the characters' clothing or the items they hold. In November 2021, the project released a teaser, with the early team consisting of Coinbilly, James Curran, and developer Mikker. On February 23, 2022, a charity auction raised $1.3 million and was distributed to 13 charities; subsequently, the public minting floor price was set at 12 ETH, approximately $30,000 at the time, with a trading volume of about 10,000 to 15,000 ETH before the reveal. The project also collaborated with Shopify, Snapchat, Sotheby's, and Kith.Coinbilly stated that the focus moving forward will be on physical products, character animations, experimental digital content, and brand collaborations, aiming to introduce the brand to users who have never encountered NFTs. Holders will receive priority benefits, and he plans to soon launch a commemorative open version for holders for free. He also mentioned that he will answer questions on Discord and X, and will livestream an explanation on Twitch at 1 PM Eastern Time the following afternoon.

According to The Defiant, the modular data availability network Celestia has announced the activation of Fibre services, opening a channel for Rollups to upload data directly to validators. Fibre is a data publishing protocol launched by Celestia that allows clients to upload blob data shards to Fibre servers operated by validators and download data from these servers, bypassing traditional relay transmission paths.According to Celestia's documentation, Fibre encodes each blob with erasure coding, enabling readers to recover complete data from partial encoded lines. The consensus layer only records payment information and blob commitments, while the data payload is transmitted directly between the client and the Fibre servers. The storage budget for each server is determined by the staking amount of its corresponding validator, and starting from application version 10, each bound validator is expected to run a Fibre server.Celestia stated that the design of separating data from commitments allows the chain to only handle commitments and validator signatures on-chain, without carrying the data itself, thus supporting higher throughput. In an end-to-end benchmark test involving 120 validators, Fibre achieved a throughput of 3.07 Tb/s. This feature provides a more efficient data publishing path for Rollups built on Celestia.

According to a report by Reuters, on October 20, ByteDance, Alibaba, and Tencent have ordered over 3 million RTX PRO 5500 graphics cards from NVIDIA, with a unit price of approximately $11,400, totaling over $35 billion. Due to U.S. export controls, this chip does not include the advanced Blackwell architecture and is currently the most powerful compliant NVIDIA chip available for purchase in China.Insiders have indicated that due to demand far exceeding production capacity, NVIDIA has informed partners that it may only be able to fulfill 5% to 10% of orders. Chinese tech companies primarily use this chip for AI inference and post-training model generation. Although its performance is far inferior to the banned B300 and H200 chips, in the context of ongoing computing power shortages and restrictions, the RTX PRO 5500 has become an attractive alternative. Additionally, NVIDIA plans to shift most of TSMC's capacity to the new generation Rubin products starting in 2027. Currently, ByteDance, Alibaba, Tencent, and NVIDIA have not commented on this.

DeepSeek announced the full open-source of its internal inference framework DeepInfer, and simultaneously open-sourced the production-level token encoding and decoding component deepseek-recipe. DeepInfer integrates high-performance operators and a deeply optimized inference engine, supporting distributed inference, speculative decoding, SWA Bounded Replay, and structured output, compatible with NVIDIA and Huawei Ascend platforms.DeepSeek stated that it has implemented high throughput and low latency large-scale inference services for DeepSeek V4.1 Flash based on DeepInfer, and future inference code and optimizations for new models will continue to be updated here. deepseek-recipe is fully aligned with the processing logic of the DeepSeek official API, aiming to ensure that the community receives an experience consistent with the official deployment. The open-source repository and technical report have been released simultaneously.