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According to Bitcoin Magazine, Bitwise's André Dragosch stated that the fair value of Bitcoin is $197,000. He also provided a rule of thumb for assessing the risk of 10-year U.S. Treasury yield: when the yield rises by 80 basis points within 20 trading days, the market will enter a danger zone.Dragosch pointed out that the speed of the yield increase is more important than its absolute level. He believes that once the stock market experiences a correction, it may force the Federal Reserve to shift to an easing policy, and this shift could become the last domino before Bitcoin truly enters a bull market.

Hyperliquid has now launched the Bitcoin Implied Volatility Index Contract (BVIV), supporting up to 5x leverage, deployed by Markets.xyz.

Matt Cole, the CEO of Bitcoin Treasury Company Strive, stated that in the Bitcoin treasury strategy, "leverage" is the most important factor driving total returns. His model shows that over 99% of the variation in total returns is determined by leverage, while the impact of capital costs is much lower than commonly perceived in the market.Cole mentioned that Strive's goal is to outperform Bitcoin by maximizing total returns for common stock shareholders, with a benchmark scenario expecting Bitcoin's annualized compound growth rate to be around 50% by 2030.Cole expressed hope to increase Strive's leverage to over 60% later this year, but achieving this goal will be more challenging if warrants are exercised or Bitcoin rises further in the coming weeks.

According to on-chain analyst Yu Jin's monitoring, a newly created address has withdrawn 14,800 ETH from Binance and OKX in the past 9 hours, worth 39.73 million USD.

WEEX Exchange Announcement: The "Daily Gifts, Live Drawings, Trade to Win iPhone Duo" trading competition successfully concluded on September 27, and an online award ceremony will be held on September 29 at 19:00 (UTC+8), where the final rankings and reward distribution arrangements will be announced live.During the live broadcast, multiple rounds of lucky draws will also be held, with prizes including 4 × 4 Apple Watch Ultra, 5 × 5 Apple AirPods, and WEEX VIP experience cards.

K33 Research Research Director Vetle Lunde analyzed that in the past 7 days, the total open interest of CME and perpetual contract BTC decreased by 49,000 contracts, marking the largest weekly decline since October 2025, during which market volatility was low and funding rates continued to decline.Unlike previous significant reductions in positions that were accompanied by forced liquidations, this round of deleveraging is more akin to proactive profit-taking, with overall market sentiment trending towards rationality.

The Salvadoran government is collaborating with Modveon to develop a government-supported application called Sivar, allowing the public to send, receive, and hold dollar-pegged stablecoins through Coinbase's Base network, and supporting remittances. The application will verify user identities through government-issued identification.

On September 22, the House of Representatives of Jamaica began reviewing the "Virtual Assets Service Providers Act," which aims to establish a licensing and regulatory framework for cryptocurrency exchanges and other virtual asset service providers, and to ensure compliance with international standards such as anti-money laundering.The bill stipulates that businesses providing virtual asset services to Jamaican consumers, regardless of their headquarters location, must obtain a license from the Financial Services Commission (FSC); operating without a license will constitute a criminal offense. Licensed entities must also fulfill obligations such as customer identity verification, transaction monitoring, and reporting suspicious activities.Jamaica's Minister of Finance Fayval Williams stated that FSC licensing only regulates business operations and does not constitute official recognition or guarantee of the digital assets being traded. The Jamaican dollar remains the only legal tender in the country, and the FSC will be authorized to license, supervise, and shut down non-compliant virtual asset businesses.

The Ethereum Foundation announced that the Ethereum network upgrade Glamsterdam will be activated on the Sepolia testnet on October 6 at 21:53:36 Beijing time, corresponding to epoch 353024 and slot 11296768. The activation date for Hoodi and the mainnet has not yet been determined.Glamsterdam combines the execution layer Amsterdam upgrade and the consensus layer Gloas upgrade. Key changes include the embedded proposer-builder separation and block-level access lists to enhance L1 throughput, as well as adjustments to gas billing to better reflect the costs of execution and state growth. Node operators must update their execution layer and consensus layer clients before activation. Contracts relying on fixed gas assumptions may need to be modified.

The Smarter Web Company, a Bitcoin treasury company in the UK, has received shareholder approval to launch the UK's first Bitcoin-backed preferred stock MORE. Additionally, the company expects to raise between $20 million and $33 million through an IPO to acquire more Bitcoin and cash-generating operational businesses.

Bitget PoolX has launched an ETH locking activity, allowing users to lock ETH to share a prize pool of 500,000 USDT. As of the time of publication, the current yield rate for the ETH locking pool is reported at 37.11% APR. The individual locking limit is 1,500 ETH, and the locking channel will be open from September 29 at 15:00 to October 5 at 15:00 (UTC+8).

On September 29, the Policy and International Cooperation Department of the China Internet Network Information Center released the "Generative Artificial Intelligence Application Development Report (2026)" at the "2026 (Seventh) China Internet Basic Resource Conference." The report shows that by the first half of 2026, the user scale of generative artificial intelligence in China will exceed 700 million, with a penetration rate of over 50.0%. Intelligent Q&A is the main scenario, with 76.0% of users using it to answer questions, while the proportions of users handling images or videos, text, work summaries, meeting minutes, and PPTs are 47.8%, 37.6%, and 32.5%, respectively.The usage of applications such as AI comprehensive assistants and AI efficiency office tools has increased by over 100% year-on-year. 38.7% of internet users have purchased smart hardware online in the past six months, with the purchase ratios of smart wearable devices, smartphones, and tablets being 20.2% and 18.2%, respectively. By June 2026, China's intelligent computing power scale reached 2185 EFLOPS, a year-on-year increase of 177%, and the first domestically produced 100,000 card artificial intelligence supercluster was officially put into use.Deep Exploration, Dark Side of the Moon, and others have successively released multiple trillion-parameter open-source large models, and more than 120,000 high-quality datasets have been established. The application penetration rate of artificial intelligence technology among large-scale manufacturing enterprises has exceeded 30%. In the first half of 2026, there were over 400 humanoid robot complete products, and the total annual production is expected to exceed 100,000 units. During the same period, there were 1,255 instances of investment and financing related to artificial intelligence, totaling approximately 250.14 billion yuan, reaching 78.0% and 182.0% of the total for the entire year of 2025, respectively.

According to Gate market data, the three major U.S. stock index futures have collectively turned positive, with Dow futures up 0.03%, S&P 500 index futures up 0.06%, and Nasdaq 100 index futures up 0.16%.

According to Farside data, the U.S. Bitcoin spot ETF achieved net inflows for the eighth consecutive trading day yesterday, with a net inflow of 31 million dollars.

According to the Financial Times, Nvidia (NVDA.O) is seeking help from insurance companies to diversify the risks associated with artificial intelligence development.

According to Coinglass data, if ETH falls below $2,532, the cumulative long liquidation intensity on major CEXs will reach $902 million. Conversely, if ETH breaks above $2,795, the cumulative short liquidation intensity on major CEXs will reach $735 million.

According to Coinglass data, if BTC falls below $79,328, the cumulative long liquidation intensity on mainstream CEX will reach $1.616 billion. Conversely, if BTC breaks above $87,154, the cumulative short liquidation intensity on mainstream CEX will reach $1.288 billion.

The crypto media The Block reported that there are 36 days until the U.S. midterm elections. The cumulative trading volume on the U.S. presidential election market on the prediction market platform Polymarket US has surpassed $545 million, making election-related markets one of the largest by trading volume on the platform.Traders currently assign a 91% probability to the Democratic Party winning the U.S. House of Representatives, up from 73% in May. The aforementioned trading volume and probability are both derived from the U.S. election-related markets on Polymarket US.

Anthropic warned investors in its IPO prospectus that its artificial intelligence technology could pose existential risks to humanity. The company detailed risk factors in its S-1 filing, dedicating nearly one-third of the document to potential risks, including the possibility that AI models may exhibit manipulative, extortionate, and unpredictable behaviors.Anthropic is expected to land on Nasdaq this fall, potentially becoming one of the highest-valued IPOs in history.

According to the Snapshot page, the proposal for the World Liberty Financial (WLFI) community to "Launch the WLFI Governance Participation Incentive Program" has concluded voting. Approximately 82.13% voted in favor, about 9.17% voted against, and around 8.70% abstained.A total of 2,306 addresses participated in the voting, with a total voting volume of approximately 2.114 billion WLFI, exceeding the statutory threshold of 1 billion. Holders of unlocked WLFI will lock their tokens for at least 180 days and participate directly in governance voting at least once every 90 days to receive dynamically calculated rewards; delegated votes do not count towards participation requirements.The program is scheduled to be launched before October 1 and will replace the original proposal passed on March 12, 2026.