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The issuer of the stablecoin USDT, Tether, stated on September 28 that actions involving USDT in 2026 have frozen approximately $550 million, with the related wallets identified by U.S. authorities as being associated with the Central Bank of Iran and the Iranian sanctions network. Tether claimed that its cooperation with U.S. and international authorities has supported over 2,900 investigations globally, with more than 1,600 involving U.S. law enforcement agencies.According to Tether, in April 2026, it assisted in freezing over $344 million USDT across two addresses based on information provided by the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) and U.S. law enforcement agencies. The next day, OFAC listed these addresses as digital currency identifiers of the Central Bank of Iran, with the sanctions entry associated with the Quds Force of the Islamic Revolutionary Guard Corps and Hezbollah. In July 2026, the Treasury expanded the designated scope to four additional TRON addresses, with over $130 million USDT frozen across the four wallets.Tether CEO Paolo Ardoino stated that USDT is not a safe haven for sanctioned actors, terrorist organizations, or criminal networks, and that public blockchains allow authorities to see the flow of funds, enabling Tether to take action when law enforcement provides credible information. Tether also mentioned that it collaborates with over 340 law enforcement agencies in 67 countries, and its wallet freezing policy has been aligned with the OFAC Specially Designated Nationals list.

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.

On September 27, Doubao Mobile Assistant released a statement in the official community regarding the abnormal usage of the Nubia NaviX Ultra phone in Honor of Kings, stating that starting from the evening of September 24, they have received feedback from users that the Nubia NaviX Ultra equipped with Doubao Mobile Assistant displays an abnormal device environment prompt when logging into Honor of Kings or during matchmaking, and users are forcibly kicked offline.Doubao Mobile Assistant stated: Upon confirmation, they have not made any operations on the Tencent game system throughout the process, and there are no violations such as unauthorized clicks, cheats, or simulation behaviors by the AI. The team is still in communication with relevant parties at Tencent, and as of now, they have not received a clear response, for which they apologize. The assistant also advises users not to repeatedly attempt to log into Honor of Kings on this model. If the account has been banned, users can appeal through the official game customer service channels.Tencent has not publicly responded. On September 28, a reporter learned from informed sources that Honor of Kings ensures game fairness through various security risk strategies, and these strategies have been consistently used over the past period without targeted adjustments.

User gpugene stated during a discussion on computing power trading: Some B300 transaction prices have exceeded 24 dollars per GPU hour, and the price of computing power with a term shorter than 1 year remains above 7 dollars and is still rising. gpugene expressed the hope to use computing power derivatives to guard against the rise in GPU hour prices while retaining the flexibility to adjust rental durations; if inference clouds sell services at fixed prices and their own GPU bills fluctuate, they have effectively taken on the risk of computing power price changes.The article provides an example where a supplier can offer a plan for 2048 B300s, available for rent for 5 years at 4.15 dollars per GPU hour, corresponding to an amount of 372,264,960 dollars. If the client goes live after 12 months and uses this scale from the 13th to the 15th month, the total would be 4,485,120 GPU hours. gpugene calculated that the current premium for a call option with an exercise price of 4.50 dollars is approximately 4.83 million dollars; if changed to a compound option, the current payment would be about 2.70 million dollars, with an additional payment of about 4.49 million dollars upon exercising in the 12th month.gpugene also compared 4000 hypothetical 5-year rental and demand paths. The average cost of annual renewal is 4.72 dollars per hour, with the worst 5% scenario averaging 10.91 dollars; after adding the call option, these figures change to 4.88 dollars and 7.20 dollars, respectively, with the premium included. gpugene believes that the emerging computing power derivatives market may change how neocloud and related participants expand and protect themselves.

Crypto analyst Ali posted on platform X, stating that Dogecoin has currently reached an important resistance area of about 0.098 USD, with approximately 28 billion DOGE traded around this price level. Meanwhile, the whales continue to accumulate.In the past 96 hours, large holders have cumulatively bought over 1.14 billion DOGE, worth about 112 million USD. Ali added that the whales seem to be positioning themselves for a breakout of DOGE above the current resistance level.

U.S. Energy Secretary Granholm stated that the U.S. military is assisting in the transportation of oil, natural gas, and fertilizers through the Strait of Hormuz, with nearly 13 million barrels of oil being transported through the strait daily.

According to Forbes, Bitcoin approached $90,000 earlier this month. Meanwhile, global debt continues to rise, and the "currency depreciation trade" surrounding the decline in purchasing power of fiat currency has become one of the factors driving up assets like Bitcoin and gold.Data from the Institute of International Finance shows that global debt increased by $10 trillion in the first half of this year, surpassing $365 trillion in total. The U.S. debt has exceeded $40 trillion, with annual interest payments rising to $1.27 trillion, surpassing defense and Medicare spending, and only lower than Social Security spending. The institute warns that as benchmark interest rates rise, interest costs will also increase.Nic Puckrin, founder of Coin Bureau and cross-asset analyst, stated that the current environment is favorable for "currency depreciation assets" like Bitcoin and gold, which is part of the reason for Bitcoin's recent rise. The larger the debt of major economies, the more likely it is to suppress real borrowing costs and allow inflation to erode the real value of debt, thereby enhancing the attractiveness of such trades.Analysts from The Kobeissi Letter pointed out that the purchasing power of the dollar has declined by 23% since 2020; if assets only increased by 30% during the same period, investors have essentially just broken even in terms of real purchasing power. The U.S. inflation rate has been above the Federal Reserve's 2% target for 60 consecutive months.

According to Hyperliquid News data, the Hyperliquid assistance fund has repurchased and destroyed over 47.5057 million HYPE, with a purchase cost of approximately 1.321 billion dollars, and at the current price, it is valued at about 4.366 billion dollars.

The Circle Foundation announced two grants to the United Nations Development Programme (UNDP) and the World Food Programme (WFP) to explore the application of digital payments and digital financial infrastructure in humanitarian aid and development projects.The Circle Foundation stated that the relevant programs will study how to utilize digital payments and regulated payment-type stablecoins to disburse funds to aid recipients more quickly, transparently, and at a lower cost.For the UNDP, the grant will be used to establish and operate a "Digital Asset Innovation Pool," helping country offices expand previous digital payment pilot projects conducted in Syria, Haiti, Guatemala, and Gambia from single projects to regular project execution, and provide support such as regulation, operations, and beneficiary protection; this mechanism will not replace traditional banking channels but will serve as a complementary option outside the existing payment system.For the WFP, the grant will support the establishment of governance, risk management, funding, reconciliation systems, and compliance tools necessary for stablecoin payments, and integrate local fintech and mobile payment services. Over the next three years, the WFP plans to test 2 to 3 payment channels connecting its payment system with local financial service providers and markets to assess the performance of stablecoin payments in terms of efficiency, transparency, and resilience.

Liquid Capital founder Yi Lihua posted on platform X, stating: "The market has risen to the $86,000 resistance level, facing a normal pullback, but in a bull market, one should not short. Be patient and wait for the next buying opportunity.In terms of specific opportunities, ETH is stronger, trading infrastructures like UNI, HYPE, etc., are recognized as necessities, and ZEC is a strong asset."

According to CoinDesk, the volatility in the U.S. Treasury market has significantly increased recently, while Bitcoin and the U.S. stock market remain calm. The MOVE index, which measures expected volatility in U.S. Treasuries, rose from about 80 on Tuesday to 104 on Thursday, the highest level since March; at that time, the index reached as high as 199.In contrast, the Volmex 30-day Bitcoin implied volatility index (BVIV) is currently around 37, close to the year-to-date low of 35; the Cboe VIX, which measures expected volatility in the S&P 500, is near the year-to-date low of 14.Meanwhile, the yield on the U.S. 10-year Treasury bond briefly hit 5.2% on Thursday before falling back to 5.163%. Data shows that the correlation coefficient between VIX and MOVE over the past 20 trading days has dropped to -0.06, marking the first negative correlation since April 2024; the correlation coefficient between BVIV and MOVE is -0.37, at a relatively low level in recent years.Analysts point out that as an important foundation of the global financial and credit system, an increase in U.S. Treasury volatility usually indicates a tightening financial environment, but currently, BTC and the U.S. stock market have not reflected the same level of volatility risk as the bond market.

According to Catcher Predict monitoring, in the predicted market Polymarket for the event "Dota 2: Team Nemesis vs Natus Vincere - PGL Wallachia Playoffs," the option "Team Nemesis" in the sub-market "Match Winner" has experienced a sharp fluctuation in win rate, dropping from 48.5% an hour ago to the current 30% (a fluctuation of 18.5%). Please note the impact of related breaking news.

Binance Co-CEO Richard Teng stated that since the discovery of the security incident at Bitget, the Binance security team has been closely collaborating with Bitget to assist in sharing security intelligence, tracking related funds, and supporting asset recovery efforts.Richard Teng mentioned that in such security incidents, the cryptocurrency industry will unite to respond to attackers, and the relevant assistance work is still ongoing.

According to Darkfost's analysis, during the recent rise of Bitcoin, Binance's BTC funds have primarily been flowing out, with an average net outflow of about 2,000 BTC per day over the past week. Among them, Binance experienced a single-day net outflow of over 13,800 BTC, setting the record for the largest single-day net outflow in 2023.In the past 4 days, the platform's BTC reserves have decreased from about 705,000 to 685,000, a reduction of approximately 20,000 BTC. Darkfost stated that the continuous outflow of BTC from exchanges usually indicates that some investors are choosing to transfer their assets to self-custody, which may correspond to a longer-term holding behavior while reducing potential selling pressure on the exchange. He believes that the recent large-scale outflow may reflect the FOMO sentiment of investors who had previously been waiting for Bitcoin to drop further.

Bybit co-founder and CEO Ben Zhou stated that the Bybit team is ready to assist in various ways regarding the recent hacking incident involving Bitget. Previously, when Bybit faced a hacking attack, Bitget provided support.Ben Zhou mentioned that Bybit is currently updating the LazarusBounty platform to assist Bitget in tracking the relevant flow of funds.On February 21, 2025, Bybit experienced the largest hacking attack in cryptocurrency history at that time (approximately $1.46 billion to $1.5 billion worth of Ethereum was stolen, later attributed to the North Korean Lazarus group). After the attack, Bitget quickly transferred 40,000 ETH (approximately $10.5 million to $10.6 million at that time) to Bybit, with the funds coming from Bitget's own reserves, not user assets. This support was an interest-free, unsecured loan with no fixed repayment deadline, aimed at helping Bybit cope with withdrawal runs and replenish liquidity.

The cryptocurrency payment card service Gnosis Pay announced that it will close its card business on December 20 and shift its focus to a B2B model.Gnosis Pay stated that funds in users' Safe accounts will still be accessible after the service ends, but if users wish to continue using a card for spending, they will need to open a partner account and switch to a new card.

Chainalysis data shows that cross-border stablecoin capital flows increased by 77.5% year-on-year. While the overall scale has expanded, the capital flow remains highly concentrated.Chainalysis identified 4,708 new inter-country transfer paths, but these new paths only carry about 2.64 billion dollars, accounting for a small proportion of the total statistical amount of 220.3 billion dollars, indicating that cross-border flows of stablecoins are still dominated by a few major channels.

Semiconductor analysis firm Kernel Insight: Demand for artificial intelligence drives DRAM prices to maintain historical highs, with the unit area sales value of the latest process DRAM exceeding the wafer prices of TSMC's N2 and N3. The firm estimates TSMC's 300mm N3 wafer price at $20,000 and N2 at $30,000, translating to nominal prices of approximately $0.283 per square millimeter and $0.424 per square millimeter, respectively, not accounting for edge losses, cutting losses, yield, and defects.Based on a price of $1.50 per Gb and generational bit density calculations, 1y DRAM is $0.329 per square millimeter, 1z is $0.410 per square millimeter, and 1b is $0.654 per square millimeter, more than 50% higher than N2. The 10nm process gradually shrinks in the order of 1y, 1z, 1a, and 1b. The above prices per Gb assume they are close to spot prices; DRAMeXchange data shows that on September 21, the average transaction price for 16Gb DDR5 eTT chips was $24.80, approximately $1.55 per Gb.There are differences in comparison metrics. TSMC's figures represent the wafer foundry prices paid by customers, while the DRAM figures represent the total sales potential of finished products and do not include advanced packaging costs; TSMC's actual supply prices will vary with order volumes and contracts. DRAM metrics are based on small spot prices, differing from the long-term contract prices of Samsung Electronics, SK Hynix, and Micron's revenue entities. Recently, non-public fixed trading prices have strengthened; if they have not yet fully reflected in spot prices, the leading margin of wafer unit prices for memory manufacturers may be even greater.

The on-chain derivatives protocol Variational announced that the Token Generation Event (TGE) for the token $VAR is scheduled for the fourth quarter of 2026. The initial token distribution includes 32% genesis allocation, 18% ecological reserve, and 50% for team and investor shares. The genesis tokens will be airdropped according to the proportion of Variational points held and will be 100% unlocked at TGE; the ecological reserve will be retained by the Variational Foundation for ecological growth and distributed at its discretion.The team and investor tokens will be locked for 12 months after TGE, followed by a minimum unlocking period of three years. Team members are also subject to individual vesting arrangements, and the specific shares for both parties will be announced before TGE. Variational stated that it plans to use all revenue directed to the treasury for the repurchase and destruction of $VAR. Weekly point distribution will continue until TGE, with 150,000 points distributed each week; accounts must hold at least 1 point to qualify for signing terms and receiving the genesis allocation, and any unclaimed portion will be destroyed.Variational originally planned to end the points program in the third quarter of 2026 and subsequently launch $VAR, but this timeline has been delayed due to significant strategic partnerships. In the final weeks before TGE, the project will conclude private testing, launch Omni on the public mainnet, expand exchange functions, and release trading APIs, while also announcing details on repurchase and token usage, and disclosing the impact of new partnerships on Omni, Pro, and traditional financial markets on-chain when conditions permit.