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On September 29, according to a report by Phoenix Technology citing Sina Technology, Doubao, a subsidiary of ByteDance, is advancing its product planning in the personal assistant direction. Insiders revealed that continuing the strategy of last year's Doubao mobile assistant in the personal agent direction, internal testing of related exploratory products began in April this year, codenamed Spell, mainly led by the Doubao mobile assistant team, but has not been officially announced due to reasons such as the release of the Doubao mobile phone.The insider stated that as personal assistant products like Muse and Instinct have gained attention overseas, Doubao is also accelerating the external release of personal agent capabilities, planning to integrate the Spell project more deeply with Doubao products. The new product will be jointly managed by the Spell project and the Doubao dialogue team, and it is expected to be launched externally soon. According to "Big Factory Daily," the Doubao product line has received a new task during the Mid-Autumn Festival, requiring a rapid reconstruction of a product that benchmarks Muse, with a beta version developed by September 30 for internal testing, involving the entire Doubao product line and multiple upstream and downstream teams in this holiday development.Previously, the technical preview version of the Doubao mobile assistant made its debut in December 2025, first launched on the ZTE Nubia M153 engineering prototype. In September 2026, the consumer version was officially released, landing on the Nubia NaviX Ultra model. Reports indicate that Spell can be seen as Doubao's extension of the personal agent capabilities accumulated on mobile devices into an independent application form.

Noah Shinn, founder of Personal AI Agent Instinct, stated that the company's user base has been growing by about 10% to 11% daily in recent weeks, leading to a corresponding demand for computing power that is close to doubling each week. He now spends about 40% of his time considering how much computing power to purchase in advance.Shinn indicated that computing power cannot be procured in sync with user growth. Purchasing only double the current computing power would be exhausted in about a week; buying five times would run out in less than three weeks; directly purchasing ten times would mean a significant upfront investment. Many resources need to be booked months in advance, and the price for temporarily supplementing computing power could be three to four times higher. He mentioned that purchasing too little makes it difficult to support growth, while purchasing too much would amplify costs when growth slows down.He estimates that even if the daily growth rate drops from 10% to 5% to 8%, after continuous growth for 3 to 4 months, it may still be necessary to prepare computing power for a scale of 100 million users, and the waiting time for new computing power to come online would be roughly the same. He believes that this is more challenging than scaling consumer internet products like Instagram and Facebook, because each new user of the personal agent continuously consumes a large amount of model inference. He stated that Instinct's current scaling speed is even faster than similar situations encountered by Claude Code and Codex in the past.

Verona announced the launch of verUSD on X, positioning it as the first stablecoin aimed at AI agents. The project claims that verUSD has secured over $100 million in institutional launch commitments.Participating institutions include Animoca Ventures, Figment Capital, Sfermion, Pentos Ventures, ArkStream, and others. Verona is a company providing on-chain payment and settlement infrastructure for AI agents, and verUSD is intended to serve as a stablecoin tool for value transfer and settlement between AI agents.

The 10-year U.S. Treasury yield returned to above 5.2% overnight, reaching a high not seen since 2007, putting pressure on global risk assets. Bitcoin has fallen back to around $83,000, with altcoins experiencing even larger declines. In this regard, Cloud, the chief analyst at Huobi HTX, believes that this drop is more akin to a normal pullback after a rebound and does not constitute the starting point of a trend reversal. The high U.S. Treasury yields mainly suppress valuations, with limited impact on the overall liquidity. The funding structure and holding costs of the crypto market itself have also not been disrupted. This round of decline seems more like a clearing of positions before key data is released.It is important to be cautious about the divergence between Bitcoin and altcoins. During a phase of marginal liquidity tightening, funds tend to concentrate on the most certain top assets; altcoins lack incremental funds to support them, and with heavier leverage, their pullbacks are therefore amplified. This divergence is likely to continue before the release of this week's PCE and non-farm data. If the data falls short of expectations, altcoins will have greater elasticity and thus higher risks; if the data exceeds expectations, Bitcoin's relative strength will be more pronounced. Whether Bitcoin can stabilize at key support levels will be the main signal to determine if this round of pullback has ended.Note: The content of this article does not constitute investment advice, nor does it constitute any offer, solicitation, or recommendation of investment products.

Citrini analyst Jukan cited Anthropic-related data from TickerTrends and expressed doubts. The data shows that as of September 24, 2026, Anthropic's annual recurring revenue (ARR) is approximately $76.8 billion, with a quarter-over-quarter increase of only 1.8%; OpenAI's annual recurring revenue is approximately $50.44 billion, with a quarter-over-quarter increase of 13.4%.Jukan believes that even based on this set of data, Anthropic's growth rate has clearly declined, OpenAI's growth is also slowing down, and he questions the reliability of TickerTrends data.

Co-founder and Chief Operating Officer Alon of Pump.fun stated that the company is hiring a support lead for the Trading Terminal and is recruiting more support positions for the Pump.fun app and launchpad.Alon mentioned that candidates need to be proactive, understand how to provide professional support to users, and be responsive, personally involved, and responsible for end-to-end support work. This position will manage the support team, liaise with VIP partners, and communicate user feedback to engineers. Alon also stated that Pump.fun is simultaneously hiring for junior support positions.

According to Lookonchain, Strategy transferred 3,568 BTC in the past 9 hours. Arkham analyst Emmett Gallic stated that these transactions were neither sales nor external transfers, but rather normal fund allocations within the Fidelity custody system.Fidelity treats all BTC deposited by clients as interchangeable assets and will transfer funds as needed. The relevant addresses have been marked as Fidelity addresses on Arkham.

The lending agreement indicates that Spark has allocated $210 million in loans to institutions collateralized by Bitcoin, with the related Bitcoin held by the digital asset custodian Anchorage Digital. Institutions can borrow USDC while the pledged assets remain with a qualified custodian.Spark provides the loan funds, and Anchorage Digital manages the collateral through the Atlas platform. Atlas is its automated network that offers round-the-clock margin monitoring, settlement, and third-party services within a regulated custody framework.

Manus officially launched version 2, which includes multiple updates in the underlying architecture, creative tools, and application layer.Upgrades to the underlying architecture and computing power: Equipped with the new generation self-developed Agent framework Cascade, tests show a 23.2% reduction in Token consumption, a 28.2% decrease in task duration, and a 32% reduction in costs; at the same time, the "cloud computer" was launched to provide a dedicated operating environment around the clock and supports automated workflows triggered by multiple software events.

Cryptocurrency analyst Ali posted on platform X, stating that ETH seems to be forming a bullish trend on lower time frames, as long as $2640 continues to act as a support level, this pattern remains tilted towards the bulls.Ali further pointed out that the current focus is on the $2700 level. If ETH closes above $2700 on an hourly basis, it may confirm an upward breakout and open up further space to test $3000.

According to Bitcoin Magazine, Bitcoin software provider Breez announced that applications built on its Breez SDK now support users receiving stablecoin payments from over 30 networks using their Bitcoin balance.Breez stated that after the recipient selects the network and amount of the payer, the SDK generates a deposit address and displays the amount received, while the payer pays from their wallet as usual; Flashnet completes the exchange in the background, and the funds ultimately enter the recipient's non-custodial wallet in the form of Bitcoin, or in the form of USD if the stable balance feature is used.In June of this year, Breez launched the ability to send USDT/USDC, allowing a single Breez-powered balance to transfer stablecoins bi-directionally across almost all networks. This update is the latest in a series of usability upgrades, following the rollout of features such as Passkey login, Cash App instant account opening, and stable balance. Breez also launched a reference application called Glow in August to showcase the capabilities of the SDK.The Breez SDK is a developer toolkit that allows applications to add Bitcoin payments without having to build their own payment infrastructure, covering wallet creation, sending and receiving, and Lightning Network payments. Developers can provide Bitcoin functionality with minimal code, without needing to run nodes or manage liquidity.In July of this year, Breez announced a partnership with Turnkey, allowing developers to add non-custodial Bitcoin support to wallet applications running on their own servers.

According to a report by Reuters, if the Democrats gain control of the House of Representatives or the Senate after the midterm elections in November, they are expected to launch investigations into business dealings related to Trump and his family, focusing on the cryptocurrency, prediction markets, and investment businesses involving the Trump family, as well as companies that funded projects for the White House.The report states that controlling either chamber of Congress will give the Democrats more resources for committee investigations and subpoena power, with some investigations potentially starting as early as February next year. The subjects of investigation frequently mentioned by Democratic lawmakers include the venture capital firm 1789 Capital, in which Donald Trump Jr. is involved, as well as cryptocurrency companies related to the Trump family, but a final list of investigations has not yet been established.Additionally, Republican Senator John Curtis has previously called for an investigation into some of Donald Trump Jr.'s business relationships, believing that the commercial activities of the presidential family should be subject to consistent congressional oversight.

BNB Chain announced the appointment of Thomas Chen as Chief Business Officer. This appointment will drive BNB Chain to further focus on institutional, capital, and chain listing market activities.Thomas has deep experience in traditional finance and digital assets, with 15 years of industry experience, including over 7 years focused on team building in the digital asset infrastructure sector, possessing extensive experience in capital markets, custody, trading, and business growth.After joining BNB Chain, he will focus on bringing institutions and capital on-chain, deepening liquidity, increasing trading volume, and enhancing the long-term value of the ecosystem.

According to The Wall Street Journal, Citigroup has reached a partnership with Coinbase, allowing Citigroup's institutional clients (including large multinational corporations) to accept customer stablecoin payments through Citigroup's merchant acquiring services. Coinbase will provide the stablecoin payment channel and underlying blockchain technology, automatically converting stablecoins into fiat currency, with Citigroup acting as the custodian bank to complete the funds settlement.At the same time, Coinbase's payment clients can leverage Citigroup's banking capabilities to receive, hold, and make payments using tools similar to bank accounts. The cash received will automatically be converted into stablecoins and stored in Coinbase, currently earning an annualized reward of 3.75% in interest-like benefits.

According to on-chain analyst Specter, North Korea is laundering funds across multiple chains, including underlying chains such as dYdX, Noble, and Osmosis, and has opened perpetual contract positions on dYdX.

According to Catcher Predict monitoring, in the market prediction event on Polymarket for "LoL KT Rolster Challengers vs Galions World Star Challengers Invitational Playoffs," the sub-market "Game Handicap: KT.C (-1.5) vs Galions (+1.5)" option for "KT Rolster Challengers" has seen a dramatic fluctuation in win rate, rising from 40.5% an hour ago to the current 59% (a fluctuation of 18.5%). Please note the impact of relevant breaking news.

Analyst Darkfost pointed out that the MVRV ratio (Market Value to Realized Value ratio) of short-term holders (STH) of Bitcoin has risen to its highest level since November 2025. This increase was driven by the price breaking through the short-term holder cost benchmark of approximately $73,100, significantly enhancing market momentum between August and September.The current MVRV ratio is 1.15, indicating that short-term holders are, on average, in a 15% profit state, and their holding market value has exceeded the realized value. This level is worth close attention, as it may prompt short-term holders to take action, especially to realize profits.

Japan's top foreign exchange official, Jun Mimura, stated that the market should recognize the "very clear" signals released last week by Japan and the United States regarding the yen issue, demonstrating a determination to take action against excessive declines.Japan's Finance Minister, Shunichi Suzuki, mentioned that U.S. President Trump expressed concerns about the weakness of the yen during a summit with Japanese Prime Minister, Sanae Takaichi. Jun Mimura emphasized that they will closely monitor market reactions and expressed dissatisfaction and unease regarding the recent yen trends.