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Aztec Network developer Aztec Labs has relaunched the self-custody wallet zk.money, which can hide payment amounts, balances, and recipient information through the Aztec Network, and supports transfers via readable names or links. Users can deposit DAI, USDC, or USDT from Ethereum, where USDC and USDT will be converted to DAI.Deposit records can still be publicly tracked, while subsequent transaction activities remain private. The early Alpha version stipulates that single deposits, payments, and withdrawals are all below $2,500 and screens addresses according to sanction policies. The software has not yet completed a comprehensive audit and carries security risks.

Pantera Capital released the latest "Tokenization Status" report, stating that the tokenization market size it tracked reached 332 billion dollars, covering 671 assets.The report pointed out that JPMorgan, HSBC, and Fidelity launched on-chain products this quarter; BlackRock's BUIDL fund saw on-chain transfers reach 441 million dollars in June, and it has a redemption arrangement of 1 billion dollars per day, which is currently accepted as collateral.In addition, Robinhood Chain's weekly trading volume of real-world assets (RWA) reached 888 million dollars in August.

Coinbase posted on the X platform that users can now use HYPE and ZEC as collateral for instant loans, with a maximum borrowing amount of $100,000, without needing to sell the related assets.

Founder of Strategy, Michael Saylor, stated in a post that Bitcoin is digital capital, MSTR is digital equity, and STRC is digital credit.The company's corporate strategy is to create two complementary products from Bitcoin capital: MSTR provides leveraged Bitcoin exposure and holds ownership of a growing digital credit business; STRC aims to reduce volatility, compress duration, and provide dollar returns. Creating digital credit requires active management of the entire balance sheet, including Bitcoin, dollars, debt, preferred stock, and common stock, involving multiple decisions regarding capital, liquidity, priority, dividend rates, payment frequency, and investor terms.The company's goal is to create the highest quality digital credit products: supported by financial resilience, disciplined capital allocation, and a more stable investor experience to provide attractive dollar returns. Dividends are visible outputs, but the quality of the underlying system is the core work.The company engineers products by managing capital, debt, and liquidity. Investors seeking Bitcoin price exposure can directly hold BTC or spot Bitcoin funds; meanwhile, MSTR investors buy equity in a company that simultaneously seeks Bitcoin leveraged exposure and digital credit business growth, accepting amplified volatility and downside risk. STRC investors pursue a different experience: dollar returns, reduced price volatility, and shorter duration characteristics, relying on the company's capital strength, priority debt position, dollar liquidity, and active management to achieve this.The two are interconnected—capital structure directs more volatility and return potential of Bitcoin towards common stock, thereby providing credit investors with more stable income claims. The company manages the balance sheet uniformly, creating leveraged exposure for equity investors and dampened exposure for credit investors, both relying on the company's strength and execution quality.To achieve this goal, Strategy continuously manages various levels of the capital structure, including issuing and repurchasing STRC, distinguishing between payment reserves and allocated cash, adjusting dividend rates, optimizing security terms, and seeking shorter durations and longer payment runways.The company emphasizes that digital credit is a discipline that requires continuous practice: stripping volatility, compressing duration, and extracting returns from Bitcoin capital. Bitcoin itself does not pay interest, and Strategy pays dividends through security terms. The ultimate goal is to build stronger digital credit and create greater long-term value for MSTR shareholders, reinforcing the quality of capital and equity value.

According to official news, the Gate perpetual contract area for stocks was launched on September 29 at 20:00 (UTC+8) with the trading of contracts for TWST (Twister BioTech), CVNA (Carvana), RUM (RUM Group), WBD (Warner Bros. Discovery), CRML (Critical Metals Company), and BWET (Breakwave Shipping ETF). Within one hour of the launch, trading bots and Order Tracking features were made available, supporting 1-20 times long and short operations.At the same time, Gate has launched CARDS (Collector Crypt) and XDP (Doppler Finance) contract trading, trading bots, and Order Tracking features. Among them, CARDS contracts support 1-10 times long and short operations, while XDP contracts support 1-20 times long and short operations. CARDS is a platform for real-world assets (RWA) of physical collectibles; Doppler Finance is dedicated to building tokenized capital market infrastructure, covering areas such as yield management, collateral asset utility release, and tokenization of real-world assets (RWA). This new addition further enriches the selection of trading targets in the Gate contract market.

a16z crypto stated that one of the core values of blockchain is "creating entirely new markets." By enabling permissionless issuance and global distribution, it breaks through the long-standing limitations of traditional financial markets, which are constrained by listing committees, legal frameworks, and geographic segmentation, allowing market supply to better match global potential demand.a16z crypto believes that almost all representative markets in the crypto industry benefit from this mechanism, ranging from perpetual contracts, spot DEX, prediction markets to lending, meme coins, NFTs, and the tokenization of real-world assets. Among these, perpetual contracts are the most direct manifestation of this trend. In July of this year, the on-chain RWA perpetual contract trading volume reached an annualized scale of $1.4 trillion, accounting for about half of Hyperliquid's trading volume. With mechanisms like HIP-3 and HIP-4 lowering market issuance thresholds, a16z crypto expects that on-chain markets will continue to expand into commodities, foreign exchange, indices, 24/7 stock exposure, as well as risk assets such as CPI, computing power, music, social trends, and sports, which previously lacked mature financial expressions.

The Chicago Board Options Exchange (Cboe) and index provider S&P Dow Jones Indices announced that they have extended their exclusive licensing agreement for 25 years, which will keep their long-term collaboration going until 2051.According to the extension agreement, Cboe will continue to hold exclusive trading rights for its flagship S&P 500 Index (SPX) options. Cboe and S&P Dow Jones Industrial Average (S&P DJI) may also collaborate beyond traditional index derivatives to explore innovations, including new products such as tokenized options contracts.

According to CoinDesk, Zcash developers are integrating part of the proposed scaling upgrade code, Tachyon, into the software already in use to prepare for a large number of privacy transactions in the future. This component is named Udon, originally developed as part of Project Tachyon.According to Sean Bowe, the head of Project Tachyon, Udon was released on Monday to Zakura Common, which is a cryptographic library shared by Zakura and other Zcash projects. Common is responsible for handling some of the heavy mathematical computations behind creating and verifying privacy transactions, with Zakura being jointly developed by Bowe's team and Dev Ojha's Valar Group.Zcash wallets need to prove the validity of a privacy payment without disclosing the payer, payee, or amount, and the computers running the network subsequently verify that proof. According to CoinDesk's report in August, previous improvements to Common have reduced the time to create a privacy transaction from over 3 seconds to under 200 milliseconds in some tests.If privacy payments become more common, these computers will need to handle more data. Udon brings some of the computational requirements for the proposed scaling upgrade of Tachyon into Common, allowing developers to continue building on the already accelerated code. Udon has been released as software, but the upgrade has not yet been activated on Zcash.Bowe and Ojha's long-term goal is to exceed 50,000 payments per second. At this rate, they estimate that current cryptography will allow each Zcash node to receive over 500 MB of data per second.

According to Fortune, AI real estate technology company EliseAI announced that it has completed a new round of financing of $350 million, with a valuation of $4 billion. Andreessen Horowitz (a16z) and Bessemer Venture Partners jointly led the investment, with existing investors Sapphire Ventures and Navitas Capital participating.This is the fourth time the company has received investment from a16z and Bessemer since 2023, just about 13 months after its previous round of $250 million Series E financing.It is reported that EliseAI's software currently mainly provides automated rental for homes, tenant services, maintenance requests, and lease renewals, covering about one-sixth of apartments across the United States. This new financing will be used for product development and to expand EliseAI's engineering, deployment, and sales teams in North America.

According to Bloomberg, Morgan Stanley has established a digital asset lab to test technologies such as stablecoins, tokenization, and decentralized finance (DeFi) applications. The Wall Street bank is exploring how blockchain-based systems can be applied to its various businesses.Megan Brewer, head of market innovation and labs at Morgan Stanley, stated in an interview that the initiative is part of the company's existing innovation lab network. This network provides employees with dedicated facilities to explore emerging technologies while avoiding risks to the bank's core systems.

According to on-chain data, a certain address 0xcf4c...be09 spent approximately 148 USD to purchase about 23,957,700 ZC on September 28 at 02:06, and then spent approximately 99 USD to buy about 11,042,800 ZC again at 02:13, with a total investment of about 247 USD.Currently, this address still holds approximately 20,797,900 ZC, valued at about 316,000 USD, accounting for about 2.08% of the total supply of ZC, making it the fifth largest holding address currently.

Citi announced the launch of its enterprise-grade tokenized deposit service, Citi Token Services, in Japan and the UAE. Japanese customers can transfer funds almost instantly to accounts in regions such as the United States, the United Kingdom, and Singapore that have been activated; the service supports US dollars in Japan, and cross-border transfers can be conducted year-round, 24/7.This service is backed by bank deposits and processed on a permissioned blockchain managed by Citi, requiring no new accounts or cryptocurrency wallets. The covered markets have expanded to seven, including the United States, Ireland, Hong Kong, Singapore, the United Kingdom, Japan, and the UAE.

CryptoQuant analyst Zizcrypto stated that the adjusted long-term holder (LTH) MVRV metric has recovered from a shallow pressure zone and is currently back in a profitable state. Data shows that the adjusted MVRV for the long-term holder group with a holding period of 6 months to 10 years continued to compress and remained above 1 in April this year. An MVRV of 1 represents the overall breakeven line for this group, with values above 1 indicating unrealized profits and below 1 indicating unrealized losses.Between June and August, this metric fell below 1 five times, reaching a low of approximately 0.94 on June 30, when the BTC price was around $58,500, while the group's realized price benchmark was about $62,000, which is about 6% below the breakeven line. However, Zizcrypto noted that the duration and magnitude of this pressure were limited, with the metric remaining close to 1 and not entering the deep loss phase for long-term holders seen in 2019 and during 2022-2023. As of September 27, the adjusted LTH MVRV has recovered to about 1.35, with the BTC price around $84,500, while the long-term holders' realized price is about $62,700, indicating that the spot price is approximately 35% higher than this cost basis. The long-term holder group with a holding period of 6 months to 10 years has emerged from a shallow pressure phase below 1 and re-entered an overall profitable state, resembling a recovery after a healthy adjustment rather than a deep or prolonged loss cycle.

According to Catcher Predict monitoring, the predicted market on Polymarket for the event "China Open Qualifiers: Wang Jiaqi vs. Bai Zhuoxuan" has seen a dramatic fluctuation in the "Wang Jiaqi" option of the sub-market "China Open Qualifiers: Wang Jiaqi vs. Bai Zhuoxuan," rising from 26% an hour ago to the current 45.05% (a fluctuation of 19.05%). Please note the impact of related breaking news.

According to CoinGlass data, in the past 12 hours, the liquidation amount of ZEC reached 28.7393 million USD, ranking first in the entire network; during the same period, the liquidation amounts for ETH and BTC were 15.5803 million USD and 15.0754 million USD, respectively.In addition, according to OKX market data, ZEC has fallen nearly 10% in the last 24 hours, currently reported at 1,404 USDT.

According to Lookonchain monitoring, a certain whale sold 25,001 ZEC, worth 37.84 million dollars.This whale purchased these ZEC two months ago at an average price of 425 dollars, making a profit of over 27 million dollars.

Cross-chain trading protocol NEAR Intents stated in a post on X that on September 24, Bitget was attacked, resulting in approximately $387.5 million in funds being stolen, most of which were aggregated into Ethereum and converted to ETH. The hacker attempted to transfer over $50 million through NEAR Intents, but ultimately only $166,000 was successfully transferred, while $503,000 was intercepted during the execution process.NEAR Intents indicated that the relevant data comes from on-chain tracking tools, Arkham, internal logs, and risk control layer SHIELD, among other sources. The figures listed are rounded estimates, with an assessment deviation of no more than 10%. SHIELD identified over $50 million in money laundering attempts and has filtered out duplicate flows, of which $166,000 has been successfully transferred, while another $503,000 was frozen midway through execution and remains restricted, pending legal and recovery procedures.NEAR Intents stated: permissionless does not equal neutral, the team refuses to assist in cashing out stolen assets and will forgo the bounty from this incident to allow Bitget to recover funds as much as possible. Bitget previously established a 5% + 5% bounty arrangement. NEAR Intents also mentioned that the protocol will remain permissionless but set boundaries, and will combat money laundering of stolen funds, while suggesting Bitget contact legal and law enforcement channels to handle the frozen funds.

According to Bloomberg, OpenAI apologized on Tuesday for its artificial intelligence model's unauthorized access to Australian government websites and promised to establish a new task force for post-incident rectification.The San Francisco-based company stated that it would fund Australia's cyber defense and assist in managing the risks posed by increasingly powerful artificial intelligence. OpenAI provided some details about the June incident in a blog post, as well as the steps it plans to take to avoid similar situations in the future and restore trust.

According to the Economic Daily, citing sources from the semiconductor equipment industry, TSMC plans to expand its manufacturing presence in the United States. Following Arizona, it is set to initiate plans for a second park in the U.S., with a high likelihood of establishing six advanced wafer fabs in Dallas, Texas. Reports indicate that if the second park is launched, the total investment is expected to exceed the $265 billion in Arizona, linking Arizona's wafer manufacturing with Texas's advanced ecosystem. As of September 28, the reporter has not received a response from TSMC; supply chain operators stated that the owner has not yet notified preparations, and the board has not yet made a decision.The total investment in TSMC's wafer fab in Phoenix, Arizona, has now increased to $265 billion, with plans including six wafer fabs, two advanced packaging plants, and a research and development center. Reports suggest that TSMC's considerations for increasing its overseas presence include proximity to customers, diversification of geopolitical risks, and overcoming resource limitations such as land, water, and electricity in Taiwan. U.S. customers accounted for approximately 75.64% of TSMC's revenue in the first half of 2026.There are widespread rumors in the industry that TSMC is responding to demands from customers like NVIDIA, Intel, AMD, and Apple for local production in the U.S., while facing pressure from the U.S. government, which has threatened that chip manufacturers must relocate back to the U.S. or face tariffs of up to 200%. Dallas and North Texas are known as the "Silicon Prairie," with local factories established by Texas Instruments, Coherent, Samsung, and Tesla. Reports indicate that the Arizona facility still faces challenges such as water shortages, power shortages, and labor shortages, while Texas offers talent, lower tax burdens, and stable electricity, leading supply chain operators to believe that site evaluations are nearing completion.