BlockBeats messages, October 1, 2026: FOMC voting member and Minneapolis Fed President Kashkari said: “Inflation is still too high; it is currently around 3%, and the latest data have not changed that situation. Despite shocks, the economy is still strong. The longer the economy remains strong, the more I question how tight monetary policy should be. My expectation is that there will be one more rate hike this year and one more in 2027. I hope the Fed can reduce inflation through appropriate action.”
BlockBeats message, on October 1, according to monitoring by OnchainLens, wallets related to Multicoin Capital deposited 92,380 HYPE coins worth approximately $8.34 million into Coinbase Prime, apparently preparing to sell.
BlockBeats message, October 1, Aave founder Stani posted that the team is working with Lido to monitor the progress of the current MetaMask Staking infrastructure security incident. Stani said that so far, the Aave market has not been affected and all business operations are running normally.
BlockBeats message, on October 1, MetaMask published a security update on the X platform stating that some of its underlying infrastructure was impacted by a security incident. So far, there have been no signs of any direct threat to MetaMask wallets. MetaMask said that, as a precautionary measure, the company is coordinating with relevant customers, partners, and security consultants to proactively withdraw the affected validator nodes (validators) from its non-custodial staking business, and will share further updates at the appropriate time. MetaMask emphasized that this incident involves infrastructure and does not mean that MetaMask wallets are currently facing security risks.
The U.S. SEC plans to relax entry thresholds for private investments, promoting retail investors’ entry into the private market
According to a BlockBeats report, on Wednesday, October 1, the U.S. Securities and Exchange Commission (SEC) proposed a series of reform measures aimed at expanding channels for individual investors to access the private markets, so that more retail investors can gain exposure to private equity, early-stage startups, and other alternative assets. One proposal would allow registered investment advisers to charge performance fees of up to 20% based on fund performance, making the fee structure more similar to the “2% management fee + 20% performance fee” model used by some hedge funds, in order to attract more private market managers to serve individual investors. SEC Chair Paul Atkins said that the Commission hopes to explore ways to expand individual investors’ participation in the private markets while also preventing fraud and improper conduct. The SEC also proposed expanding the scope of the “accredited investor” determination, allowing more people with professional qualifications (including certified public accountants and Chartered Financial Analysts) to be eligible to invest.
BlockBeats message. On September 30, Hyperliquid co-founder iliensinc stated in the official DC channel that Hyperliquid Labs will lift the staking of 3.75 million tokens today and plans to distribute the related tokens to team members on October 7. These tokens are part of an OTC transaction with an institutional counterparty and will not be sold on the public market.
BlockBeats message, September 30 — In a research report, analysts at Bank of Montreal noted that the annual benchmark revisions data from the U.S. Bureau of Economic Analysis (BEA) show that the downward revision to the Federal Reserve’s preferred inflation gauge exceeded expectations. Even so, inflation levels remain far above the Fed’s 2% target. The analysts said that the August core PCE (Personal Consumption Expenditures Price Index) increase came in below expectations, with the year-over-year growth rate slowing to 3%, lower than the market’s broad expectations of 3.3% and the Fed’s own estimate of 3.2%.
At the same time, they pointed out that the economy is still expanding and private-sector hiring activity remains solid. The analysts believe these factors, together with the downward revision to inflation data, to some extent ease the urgency of another rate hike in October.
BlockBeats Message: On September 30, the Republican majority leader in the U.S. Senate, Thune, said that Congress may raise the debt ceiling after the midterm elections.
Two big whales short LIT at high levels, with unrealized profit per coin exceeding $1 million
BlockBeats message: On September 30, LIT is currently trading at about $3.99, down about 11.4% over the past 24 hours. According to TradingBeats monitoring, this round of decline has caused two big whales that had shorted LIT at high levels on Hyperliquid to each realize more than $1 million in unrealized profit from a single short position. Combined, the two positions have an unrealized profit of about $2.11 million. The address starting with 0xbe195 holds about 1.148 million LIT short tokens, with a position value of roughly $4.58 million, an average price of about $4.95, and an unrealized profit of about $1.102 million. The address began opening the short position around $5.3 on September 25, and completed opening the short position on the same night.
BlockBeats message: On September 30, the U.S. Department of the Treasury said it will purchase up to $6 billion in 10- to 20-year Treasury notes in the liquidity repurchase operation on October 1.
BlockBeats messages, September 30, according to Onchain Lens monitoring, a whale currently holds LIT and HYPE long positions worth $41 million. Unrealized profit is approximately $9.25 million, including:
4.9 million LIT long positions: unrealized profit of $6.46 million, already held for over 78 days;
200,000 HYPE long positions: unrealized profit of $2.73 million, already held for over 418 days.
The trader’s cumulative profit and loss is a profit of $8.68 million.
BlockBeats message: On September 30, according to the New York Post, the U.S. Federal Trade Commission (FTC) has launched a comprehensive investigation into Anthropic, OpenAI, and other superintelligent models.
BlockBeats message, September 30, according to BIT (bit.com) market data: U.S. stocks opened higher. The Dow rose 0.2%, the S&P 500 gained 0.3%, and the Nasdaq rose 0.4%. Robinhood (HOOD) jumped 5.4% after the company launched a 24-hour U.S. stock trading service for weekends. Moderna (MRNA) fell 7.1%; previously, Citigroup downgraded its rating from “neutral” to “sell”.
BlockBeats message. On September 30, according to Bitget data, intraday gains for Brent crude oil widened to 3%, now trading at $98.31 per barrel. WTI crude oil is currently up 2.6%.
Federal Reserve Board Votes to Approve Reforms to Stress Tests
BlockBeats message: On September 30, the Federal Reserve Board passed amendments to the annual stress test by a 6-1 vote. This marks a major victory for large Wall Street lending institutions. In a statement on Wednesday, Michelle Bowman, vice chair of the Federal Reserve responsible for supervision and regulation, said: “Stress tests are an important part of our regulatory capital framework. Today’s reforms ensure that stress tests are more transparent, more granular, and more risk-sensitive, maintaining their robustness.” The Federal Reserve said that the two finalized rules are essentially consistent with the rules proposed in 2025, which had been welcomed by the banking industry at the time. The test was established after the 2008 financial crisis and is intended to assess the resilience of Wall Street lending institutions under hypothetical economic downturn scenarios. In addition, the Federal Reserve also sought comments on a plan aimed at “better reflecting differences in banks’ business models in generating fee income.”
U.S. August core PCE misses expectations, cooling bets on a Fed rate hike in October
BlockBeats news: On September 30, the U.S. August core PCE price index rose 3% year over year, reaching a new low since February. This was below the market expectation of 3.3%. The prior figure of 3.3% was revised to 3%. On a month-over-month basis, it increased 0.2%, also below the expected 0.3%. Overall, PCE rose 3.4% year over year and 0.3% month over month, both below market expectations. Meanwhile, in the U.S., August personal spending increased 0.9% month over month, above the expected 0.8%. Real personal spending growth after adjusting for inflation rose 0.6%, marking the largest month-over-month increase since March 2025. Inflation coming in below expectations while consumption remains resilient has added complexity to the Federal Reserve’s assessment of the future policy path.
BlockBeats message, September 30: a well-known trader, Bonk Guy, said that the latest PCE data has not yet been fully priced in by the market, and the market has not fully absorbed the related impact. Considering that the fourth quarter has historically tended to perform strongly, and that the U.S. is currently on the eve of the midterm elections, he expects the market to strengthen noticeably soon, and said he remains bullish on USELESS.
Earlier reports said that the U.S. August core PCE inflation rate came in at 3% year-on-year, below expectations of 3.3%, reaching a six-month low. The prior figure was revised from 3.30% to 3%.