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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 official news, OKEx Lite will launch the "Tether USDT Staking Earn Coin" event from September 29, 2026, 15:00 to October 4, 15:00 (UTC+8). During the event, users who purchase ETH can share a total airdrop reward of 400,000 USDT, with a minimum purchase amount of 0.01 ETH.Users can pre-purchase starting from September 28, 18:00 (UTC+8). During the pre-purchase period, users can still earn simple staking interest, while the USDT airdrop rewards will start counting after the event officially begins. Rewards are calculated hourly, and users can redeem their funds at any time; after the event ends, ETH that has not been actively redeemed will continue to participate in the simple staking products.

Recently, BNB Chain and the leading AI project in the 0G ecosystem, NeoSoul, announced the latest business data. As of now, the number of Agents on BNB Chain has exceeded 120,000, with over 3.5 million interactions completed; the subscription revenue for the first month of the NeoTrade product has surpassed $300,000.NeoSoul stated that in the future, it will continue to expand its product line around the real economic activities of Agents, enabling Agents to autonomously participate in the market economy and continuously iterate through verifiable results.

The Financial Times of the UK reported, citing the latest court documents, that after Apple integrated ChatGPT into Apple Intelligence, OpenAI found that the new weekly active users were below expectations and began to lower its growth forecasts. By the summer of 2025, OpenAI internally believed that this integration was significantly underperforming. The documents show that ChatGPT is turned off by default in Apple Intelligence, and users need to actively enable it, which may limit the actual usage rate.Users can access ChatGPT through Siri and the system writing tool, but Apple controls the entry point for AI features, the method of invocation, and the subsequent model selection. OpenAI had previously hoped to expand ChatGPT coverage and drive paid subscription conversion through the iPhone user base, but the actual subscription conversion was also below expectations, and the documents did not disclose specific new user and subscription numbers. This year, Apple chose Google Gemini as the model foundation for the new version of Siri AI, with related disclosures coming from the litigation documents between Apple and OpenAI, reflecting OpenAI's position in the lawsuit rather than operational data publicly released by the two companies.

According to the 8-K document submitted by Circle Internet Group to the U.S. SEC, a subsidiary of Circle signed an agreement with Binance on September 17, 2026, to expand their strategic cooperation in promoting USDC. At the same time, Binance subscribed to 1,237,011 shares of Circle Class A common stock at a price of $80.84 per share, totaling an investment of $100 million. This price reflects a discount compared to the market price prior to the signing of the subscription agreement.Under the agreement, Circle will pay Binance a monthly incentive fee, calculated as a percentage of the amount of USDC held through Circle's modular smart contract wallet infrastructure service, while Binance will carry out additional promotional activities for USDC on its platform. The agreement has a term of five years, and either party may unilaterally terminate it upon the occurrence of specific events. The new agreement replaces the previous agreements from November 2024 and August 2025.The subscribed shares are issued through a private placement and are not registered under the Securities Act. Binance agrees not to directly or indirectly sell, transfer, pledge, or hedge such shares from the date of delivery until the second anniversary or before the termination of the commercial arrangement, while retaining voting rights and subject to several customary exceptions.

According to official news, Coinbase announced that eligible users can now apply to purchase shares of the smart ring manufacturer Oura at the offering price, and they can receive allocations before the stock begins public trading.

Gravity Chain Official Announcement: It has been observed that the G token has significant price discrepancies between various trading platforms, with the price difference between certain platforms remaining above 30% for several hours and once exceeding 40%. This is mainly related to the fragmentation of liquidity and bridging limitations between the Gravity Alpha mainnet and Ethereum.The official team is actively developing solutions to enable users to quickly and safely bridge assets from the Gravity Alpha mainnet to Ethereum, and further updates will be shared later. According to market information, the G token is currently priced at $0.013 on the Binance platform, $0.008 on the OKX platform, approximately $0.0037 on the Gravity Alpha mainnet, and approximately $0.012 on the Ethereum mainnet.

SpaceXAI released Grok Voice Transcribe 2, with accuracy doubled and price unchanged.

According to Decrypt, court documents unsealed in the lawsuit between The New York Times and OpenAI and Microsoft show that Microsoft employees discussed whether OpenAI's use of news articles to train its models constituted "the largest labor theft in human history," and could potentially trigger a "doom loop" that leads to a decline in model quality. A 2023 internal Microsoft memo warned that millions of people worldwide would soon view the large model's "consumption" of their works as "an unprecedented and astonishing theft," and stated that large AI models are "products that destroy their own supply chains."Microsoft stated in the documents that these memos were written by Director of Applied Science Brent Hecht and do not represent the company's views, as his role is to provide "different and asymmetric perspectives." Microsoft CEO Satya Nadella testified that "any content behind a paywall should be authorized by those who wish to use it," and stated that if he had known in advance that OpenAI was using paid content for training, he would have exercised Microsoft's rights to demand that the model be retrained.Additionally, an OpenAI employee had mentioned to President Greg Brockman the construction of "hacker methods" to bypass The New York Times paywall, to which Brockman replied, "Nice." Both OpenAI and Microsoft argue that the relevant training falls under fair use. The case was initiated by The New York Times at the end of 2023, and 11 publishers have since joined the lawsuit.

According to Bloomberg, as the stock prices of companies holding cryptocurrency assets have significantly declined, retail and institutional investors are facing cumulative losses of about 50 billion dollars.Some investors are strengthening their scrutiny of governance issues such as employee compensation at related companies through shareholder actions to limit further losses.

Community users discovered that Robinhood Crypto had previously launched an asset called "INDEX," but the development team seems to have confused it with another token, "Index Cooperative." Comparing the price charts of "Index Cooperative" within the Robinhood app and CoinGecko reveals that the trends of the two are not consistent, while the chart within the Robinhood app completely matches the recent all-time high and current price trend of the INDEX token.

Leifeng Network · Whale Rhino has learned that OpenAI is secretly developing a screenless AI hardware product in Shenzhen. Industry insiders say that the project's confidentiality level is extremely high.Engineers came to Shenzhen for a business trip without even bringing their phones. The product is planned to be launched in 2027.

According to exclusive information from industry chain insiders, Lingyi iTech is the supplier for Apple's first foldable smartphone, the iPhone Duo. The company supplies Apple with core precision components related to the new generation of terminal products, including hinge precision structural parts, screen support plates, and ultra-thin heat distribution plates, with the unit value of supplied products being higher than that of traditional flat-screen devices.Recently, during an institutional research interview, Lingyi iTech stated that various foldable screen projects are progressing smoothly, and mass production ramp-up and customer delivery are being carried out as planned in the third and fourth quarters.

According to Crypto Briefing, the Bank of Italy has warned cryptocurrency service providers that every cryptocurrency transfer, regardless of the transaction amount, must undergo sanctions screening, and no minimum transaction threshold may be set to evade automatic screening. This requirement stems from guidelines applicable in Italy from December 30, 2025, issued by the European Banking Authority, and is not a new sanction obligation.The Bank of Italy specifically pointed out that certain instant payment exemptions for payment service providers do not apply to cryptocurrency transfers. Cryptocurrency companies need to review their screening systems, update their sanctions lists, and alert procedures to ensure coverage of all applicable transactions. The MiCA authorization does not replace these independent obligations under the EU restrictive measures rules. This move will increase compliance costs for Italian cryptocurrency companies, requiring more complex systems to handle transaction alerts and potential sanctions matches.

Layer1 blockchain Linera posted on X that the LNRA community round commitment period has ended, failing to reach the minimum target of 1.5 million USDC. A total of 617 participants from 69 countries committed a total of 848,271 USDC.The related website will be updated soon to begin processing refunds, which will be returned to the same wallet used at the time of commitment. An announcement will be made once the refund process is live, and further updates will be released after the refund period ends.

American technology journalist Mark Gurman revealed that Apple has finalized the name of its first foldable phone as iPhone Duo, with a starting price of $2,000 and a maximum storage capacity of 2TB, corresponding to a price of about $3,000.The iPhone Duo is expected to be officially released in October, supporting Apple Pencil, and will be available in deep blue and white color options.

Scroll Governance Forum posted that the team will recently apply AI extensively in operations and product development. Previously, core chain operations required over 20 engineers, but now it is completed by fewer dedicated engineers in conjunction with AI agents, while maintaining existing usability and security standards. The team believes that blockchain can provide a trusted coordination layer to define and execute rules, and ZK can help agents interact with credentials, private data, and computations without exposing underlying information.The team is building an interconnected product stack: Compass is an iOS application that can access the large models and functions provided by the Compass API, and includes VPN and eSIM; Compass API is the AI routing infrastructure, connecting over 30 large models; CENO provides a trust layer through ZK, protecting credentials, agent context, and privacy computations; USX is used for payments and settlements; SCR continues to coordinate governance; the Scroll network serves as a trust and coordination layer. CENO has reached out to over 30 potential clients, of which 12 are participating in proof of concept testing.The team plans to gradually transform Scroll from a general public chain into a dedicated network centered around Compass and the AI product stack, with an overall transition expected to take about nine months. According to the current plan, SCR will migrate to the Ethereum mainnet to maintain accessibility and liquidity, with supply and token economics remaining unchanged, and will continue to serve as a governance token. This post is only a progress update, not an official proposal or vote, and further proposals regarding the network transformation and matters requiring DAO approval will be made separately.

The Compound Foundation announced the launch of the Institutional Market, a lending market exclusively for whitelisted institutions, supporting borrowing of ETH, wstETH, WBTC, and cbBTC with USDC, with a maximum loan-to-value ratio of 87%. On its first day of launch, the market was oversubscribed, with participation from institutions such as DeFi Saver, K3/Nexo, KPK, and Yearn. The entry threshold is a deposit of 100,000 USDC, and Compound has reserved 200,000 USDC as supplier incentives, which will be proportionally distributed to whitelisted participants within three months, with a supply cap of 20 million USD.This market is the first product to be launched from the 52 million USD plan approved by the Compound DAO in August, described by the foundation as the Institutional Comet built on v3.5, independent of the DAO-funded V4 roadmap. Compound stated that v3 has been running for four years without any incidents. Currently, Compound's total locked value is 1.53 billion USD, with 1.42 billion USD on the Ethereum chain, ranking sixth among lending protocols on DefiLlama, with a 23% growth over the past 30 days.The Compound Foundation was relaunched on August 17 with a budget of 52 million USD, with a team from Coinbase, Anchorage, NEAR, and Maple.