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Nillion clarified the L2 shutdown arrangement, saying that the project is now running on the Ethereum main network. On October 15, Nillion issued a statement to clarify that Nillion L2 will be gradually closed in the next few weeks because the project is now running on the Ethereum main network. Users who still hold NIL in the L2 need to migrate the token to Ethereum L1 before the shutdown and provide a bridge entrance. Nillion said that the previous post caused some users' concerns, so he made an explanation and emphasized that the adjustment was only a maintenance operation.
Nillion clarified the L2 shutdown arrangement, saying that the project is now running on the Ethereum main network.

On October 15, Nillion issued a statement to clarify that Nillion L2 will be gradually closed in the next few weeks because the project is now running on the Ethereum main network. Users who still hold NIL in the L2 need to migrate the token to Ethereum L1 before the shutdown and provide a bridge entrance.

Nillion said that the previous post caused some users' concerns, so he made an explanation and emphasized that the adjustment was only a maintenance operation.
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ORCA Announces AI Investment and AWS Compute Plans to Expand Global AI Agent EcosystemAs the global artificial intelligence industry enters a new cycle of infrastructure expansion, AI compute is evolving from a purely technical resource into a critical component of long-term strategic competitiveness for technology companies. Over the past two years, leading AI companies worldwide have continued to increase their investments in cloud computing and dedicated AI infrastructure. Anthropic has further expanded its collaboration with Amazon, with plans to secure up to 5GW of additional computing capacity while continuing to use AWS Trainium infrastructure to support the training and deployment of Claude models. OpenAI has also established a multi-year strategic collaboration with AWS, leveraging large-scale GPU, CPU, and Trainium resources to support model training, inference, and AI Agent-related workloads. Against this backdrop, ORCA has officially initiated the next phase of its strategic AI infrastructure investment and long-term compute procurement plan. Under ORCA’s current strategic roadmap, the company plans to invest no less than USD 100 million in the coming stages toward long-term AI compute procurement, cloud resource deployment, and related AI infrastructure development. ORCA plans to gradually expand its AI computing resources through Amazon Web Services (AWS) and other leading global cloud infrastructure providers, providing more efficient, stable, and scalable computing support for ORCA’s existing and future AI products. Through long-term, large-scale compute procurement, ORCA also aims to secure more competitive long-term pricing for computing resources. Compared with short-term, on-demand procurement, long-term compute planning can help ORCA reserve part of its required computing capacity in advance, optimize overall procurement costs, and ensure a more stable supply of computing resources as AI Agent adoption and inference demand continue to grow. This means that as ORCA’s overall AI business expands, the company will not only be able to increase its computing capacity, but may also benefit from economies of scale that reduce unit computing costs and improve the overall operational efficiency of its AI infrastructure. The initiative will focus on four major areas: AI Model Training Providing stronger computing resources for continuous ORCA AI model training, parameter optimization, and strategy iteration. Real-Time Market Data Analysis Enhancing ORCA’s ability to process global digital asset markets, prediction markets, and multidimensional trading data in real time, improving both analytical efficiency and response speed. Intelligent Quantitative Strategy Research Providing a higher-performance computing environment for short-cycle market forecasting, arbitrage models, risk management, and strategy backtesting. Next-Generation iORCA AI Agent Supporting the large-scale deployment, real-time inference, multi-task coordination, and global user services of future AI Agents. ORCA believes that competition among future AI financial products will no longer be determined by product functionality alone. Instead, the industry is gradually moving toward comprehensive competition across model capability, data capability, compute infrastructure, and global deployment capability. As the number of ORCA AI Agent users continues to grow, and ecosystem products such as Prediction Market and the Super Money App are progressively launched, the amount of data, inference requests, and real-time market analysis handled by ORCA’s backend infrastructure is expected to increase rapidly. For this reason, ORCA is building a more comprehensive AI infrastructure system in advance and, through its USD 100 million long-term compute procurement plan, intends to reserve sufficient computing resources and infrastructure capacity for global expansion over the coming years. For ORCA, the significance of this long-term procurement plan goes beyond simply obtaining more computing power. More importantly, long-term procurement, large-scale deployment, and resource reservation can further strengthen ORCA’s overall cost advantage in computing infrastructure. Within the AI industry, as model sizes, inference requests, and real-time data processing requirements continue to grow, computing costs have become one of the key factors determining the commercial scalability of AI products. By securing long-term computing resources in advance, ORCA aims to establish a more stable cost structure and convert the pricing advantages created through scaled procurement into faster product iteration, stronger AI Agent service capabilities, and greater global expansion capacity. ORCA CEO Alex stated: “The ultimate competition between AI Agents is not only about the model itself. What matters just as much is the data, computing power, and infrastructure behind it. We want to build these fundamental capabilities before user adoption reaches true scale. Our long-term compute procurement plan of up to USD 100 million is not simply a procurement initiative—it is a long-term infrastructure investment designed to support ORCA’s AI business growth over the coming years.” He added: “As the scale of our compute procurement continues to grow, we can also secure more competitive long-term computing costs. For ORCA, this means we can deploy more AI Agents more efficiently, serve more users globally, and continue to maintain a rapid pace of product and technology iteration.” From ORCA’s current AI-powered market analysis and quantitative strategy systems to future products including Prediction Market, iORCA AI Agent, and additional intelligent financial applications, ORCA is gradually building a comprehensive technology architecture consisting of: AI + Data + Compute + Financial Applications Within ORCA’s long-term strategy, AI compute will serve as an essential foundational layer connecting all of its core products. At the front end, users will experience more intelligent AI Agents, faster market analysis, and a wider range of financial products. Behind the scenes, however, these experiences require large-scale cloud computing, real-time data processing, continuous model training, and AI inference infrastructure. This is the core reason behind ORCA’s decision to launch a long-term compute procurement plan of up to USD 100 million. Through long-term compute deployment, ORCA aims to gradually establish three core advantages: More Stable Compute Supply Ensuring that AI Agents, real-time market analysis, and model inference continue to have access to sufficient computing resources. More Competitive Compute Costs Reducing unit computing costs through long-term, large-scale procurement while improving the overall operational efficiency of ORCA’s AI business. Stronger Global Scalability Reserving infrastructure capacity in advance for future user growth, large-scale AI Agent deployment, and global business expansion. From AI Applications to AI Infrastructure In 2026, ORCA completed the first phase of its transformation from an AI strategy product into a global AI-powered financial ecosystem. In the next phase, ORCA will further strengthen: AI Model Capabilities Global Data Infrastructure Long-Term Compute Reserves Prediction Market Technology Infrastructure AI Agent Product Matrix ORCA’s goal is not simply to use AI. It is to gradually build an: AI-Powered Financial Infrastructure that can support long-term use by users around the world. By investing in compute, data, and AI infrastructure ahead of future demand, ORCA aims to establish the foundation required for larger-scale user growth and product expansion. The long-term compute procurement plan of no less than USD 100 million also represents ORCA’s continued expansion from the AI application layer toward the AI infrastructure layer. As the number of AI Agents, user scale, inference requests, and real-time market data processing requirements continue to increase, ORCA plans to continuously expand its computing resource deployment and leverage the cost advantages created through long-term procurement to improve the efficiency of its entire AI ecosystem. ORCA stated that it will continue to advance compute procurement, cloud infrastructure expansion, and related strategic partnerships based on product development, AI Agent user growth, and global market demand. From AI Agents to Prediction Market, and ultimately to the next generation of global intelligent financial applications, ORCA is building the computing infrastructure required to support the future global AI-powered financial ecosystem.

ORCA Announces AI Investment and AWS Compute Plans to Expand Global AI Agent Ecosystem

As the global artificial intelligence industry enters a new cycle of infrastructure expansion, AI compute is evolving from a purely technical resource into a critical component of long-term strategic competitiveness for technology companies.
Over the past two years, leading AI companies worldwide have continued to increase their investments in cloud computing and dedicated AI infrastructure. Anthropic has further expanded its collaboration with Amazon, with plans to secure up to 5GW of additional computing capacity while continuing to use AWS Trainium infrastructure to support the training and deployment of Claude models. OpenAI has also established a multi-year strategic collaboration with AWS, leveraging large-scale GPU, CPU, and Trainium resources to support model training, inference, and AI Agent-related workloads.
Against this backdrop, ORCA has officially initiated the next phase of its strategic AI infrastructure investment and long-term compute procurement plan.
Under ORCA’s current strategic roadmap, the company plans to invest no less than USD 100 million in the coming stages toward long-term AI compute procurement, cloud resource deployment, and related AI infrastructure development.
ORCA plans to gradually expand its AI computing resources through Amazon Web Services (AWS) and other leading global cloud infrastructure providers, providing more efficient, stable, and scalable computing support for ORCA’s existing and future AI products.
Through long-term, large-scale compute procurement, ORCA also aims to secure more competitive long-term pricing for computing resources.
Compared with short-term, on-demand procurement, long-term compute planning can help ORCA reserve part of its required computing capacity in advance, optimize overall procurement costs, and ensure a more stable supply of computing resources as AI Agent adoption and inference demand continue to grow.
This means that as ORCA’s overall AI business expands, the company will not only be able to increase its computing capacity, but may also benefit from economies of scale that reduce unit computing costs and improve the overall operational efficiency of its AI infrastructure.
The initiative will focus on four major areas:
AI Model Training
Providing stronger computing resources for continuous ORCA AI model training, parameter optimization, and strategy iteration.
Real-Time Market Data Analysis
Enhancing ORCA’s ability to process global digital asset markets, prediction markets, and multidimensional trading data in real time, improving both analytical efficiency and response speed.
Intelligent Quantitative Strategy Research
Providing a higher-performance computing environment for short-cycle market forecasting, arbitrage models, risk management, and strategy backtesting.
Next-Generation iORCA AI Agent
Supporting the large-scale deployment, real-time inference, multi-task coordination, and global user services of future AI Agents.
ORCA believes that competition among future AI financial products will no longer be determined by product functionality alone. Instead, the industry is gradually moving toward comprehensive competition across model capability, data capability, compute infrastructure, and global deployment capability.
As the number of ORCA AI Agent users continues to grow, and ecosystem products such as Prediction Market and the Super Money App are progressively launched, the amount of data, inference requests, and real-time market analysis handled by ORCA’s backend infrastructure is expected to increase rapidly.
For this reason, ORCA is building a more comprehensive AI infrastructure system in advance and, through its USD 100 million long-term compute procurement plan, intends to reserve sufficient computing resources and infrastructure capacity for global expansion over the coming years.
For ORCA, the significance of this long-term procurement plan goes beyond simply obtaining more computing power.
More importantly, long-term procurement, large-scale deployment, and resource reservation can further strengthen ORCA’s overall cost advantage in computing infrastructure.
Within the AI industry, as model sizes, inference requests, and real-time data processing requirements continue to grow, computing costs have become one of the key factors determining the commercial scalability of AI products.
By securing long-term computing resources in advance, ORCA aims to establish a more stable cost structure and convert the pricing advantages created through scaled procurement into faster product iteration, stronger AI Agent service capabilities, and greater global expansion capacity.
ORCA CEO Alex stated:
“The ultimate competition between AI Agents is not only about the model itself. What matters just as much is the data, computing power, and infrastructure behind it. We want to build these fundamental capabilities before user adoption reaches true scale. Our long-term compute procurement plan of up to USD 100 million is not simply a procurement initiative—it is a long-term infrastructure investment designed to support ORCA’s AI business growth over the coming years.”
He added:
“As the scale of our compute procurement continues to grow, we can also secure more competitive long-term computing costs. For ORCA, this means we can deploy more AI Agents more efficiently, serve more users globally, and continue to maintain a rapid pace of product and technology iteration.”
From ORCA’s current AI-powered market analysis and quantitative strategy systems to future products including Prediction Market, iORCA AI Agent, and additional intelligent financial applications, ORCA is gradually building a comprehensive technology architecture consisting of:
AI + Data + Compute + Financial Applications
Within ORCA’s long-term strategy, AI compute will serve as an essential foundational layer connecting all of its core products.
At the front end, users will experience more intelligent AI Agents, faster market analysis, and a wider range of financial products.
Behind the scenes, however, these experiences require large-scale cloud computing, real-time data processing, continuous model training, and AI inference infrastructure.
This is the core reason behind ORCA’s decision to launch a long-term compute procurement plan of up to USD 100 million.
Through long-term compute deployment, ORCA aims to gradually establish three core advantages:
More Stable Compute Supply
Ensuring that AI Agents, real-time market analysis, and model inference continue to have access to sufficient computing resources.
More Competitive Compute Costs
Reducing unit computing costs through long-term, large-scale procurement while improving the overall operational efficiency of ORCA’s AI business.
Stronger Global Scalability
Reserving infrastructure capacity in advance for future user growth, large-scale AI Agent deployment, and global business expansion.
From AI Applications to AI Infrastructure
In 2026, ORCA completed the first phase of its transformation from an AI strategy product into a global AI-powered financial ecosystem.
In the next phase, ORCA will further strengthen:
AI Model Capabilities
Global Data Infrastructure
Long-Term Compute Reserves
Prediction Market Technology Infrastructure
AI Agent Product Matrix
ORCA’s goal is not simply to use AI.
It is to gradually build an:
AI-Powered Financial Infrastructure
that can support long-term use by users around the world.
By investing in compute, data, and AI infrastructure ahead of future demand, ORCA aims to establish the foundation required for larger-scale user growth and product expansion.
The long-term compute procurement plan of no less than USD 100 million also represents ORCA’s continued expansion from the AI application layer toward the AI infrastructure layer.
As the number of AI Agents, user scale, inference requests, and real-time market data processing requirements continue to increase, ORCA plans to continuously expand its computing resource deployment and leverage the cost advantages created through long-term procurement to improve the efficiency of its entire AI ecosystem.
ORCA stated that it will continue to advance compute procurement, cloud infrastructure expansion, and related strategic partnerships based on product development, AI Agent user growth, and global market demand.
From AI Agents to Prediction Market, and ultimately to the next generation of global intelligent financial applications, ORCA is building the computing infrastructure required to support the future global AI-powered financial ecosystem.
SPY's trading volume has reached a new low in nearly 6 years, and the new account believes that BTC will have an extreme trend. On the forecast market Polymarket, after the new account Cyclewin was created on October 8, it bought 9 BTC and ETH in the deep decline of the market during the year, investing $23.25k. Its BTC position covers $60k-$35k six gears, and ETH position covers $1.5k-$800 three gears. If the two deepest thresholds are all triggered (i.e. BTC falls to $35k and ETH falls to $800), the total settlement of 9 positions is $304.18k, corresponding to ROI of about 1,208.2%. Market analysis generally believes that during the calm period, the crypto market can operate independently around ETF capital flow, regulation and on-chain leverage; the correlation between the crypto market and the traditional financial market will usually increase rapidly when interest rates rise, the US dollar strengthens or the concentrated sale of risky assets. CME Group also pointed out that the correlation between BTC and Nasd tends to tighten when the market is under pressure. This is also the reason why SPY's turnover is worth paying attention to. On October 9, SPY rose about 0.6% to close at $778.57, still close to a record high, but only about 22.6m shares were traded all day, the lowest level since Christmas Eve in 2019.
SPY's trading volume has reached a new low in nearly 6 years, and the new account believes that BTC will have an extreme trend.

On the forecast market Polymarket, after the new account Cyclewin was created on October 8, it bought 9 BTC and ETH in the deep decline of the market during the year, investing $23.25k. Its BTC position covers $60k-$35k six gears, and ETH position covers $1.5k-$800 three gears. If the two deepest thresholds are all triggered (i.e. BTC falls to $35k and ETH falls to $800), the total settlement of 9 positions is $304.18k, corresponding to ROI of about 1,208.2%.

Market analysis generally believes that during the calm period, the crypto market can operate independently around ETF capital flow, regulation and on-chain leverage; the correlation between the crypto market and the traditional financial market will usually increase rapidly when interest rates rise, the US dollar strengthens or the concentrated sale of risky assets. CME Group also pointed out that the correlation between BTC and Nasd tends to tighten when the market is under pressure.

This is also the reason why SPY's turnover is worth paying attention to. On October 9, SPY rose about 0.6% to close at $778.57, still close to a record high, but only about 22.6m shares were traded all day, the lowest level since Christmas Eve in 2019.
HyperLabs has transferred 1.875 million HYPEs to 5 OTC buyer wallets. On October 8, according to Onchain Lens, the 3.75 million HYPEs of HyperLabs, a Hyperliquid development team, have completed a seven-day de-pledge process, and the tokens are now included in their spot balance, worth about 330 million US dollars. This batch of tokens will not be sold in the open market, but will be used for the off-site transaction between the team and an undisclosed institution. At present, 1.875 million HYPEs have been allocated to 5 over-the-site buyer wallets, and each wallet has received 375,000, accounting for 50% of the total allocation of 3.75 million over-the-field transactions.
HyperLabs has transferred 1.875 million HYPEs to 5 OTC buyer wallets.

On October 8, according to Onchain Lens, the 3.75 million HYPEs of HyperLabs, a Hyperliquid development team, have completed a seven-day de-pledge process, and the tokens are now included in their spot balance, worth about 330 million US dollars. This batch of tokens will not be sold in the open market, but will be used for the off-site transaction between the team and an undisclosed institution.

At present, 1.875 million HYPEs have been allocated to 5 over-the-site buyer wallets, and each wallet has received 375,000, accounting for 50% of the total allocation of 3.75 million over-the-field transactions.
Trump: The reason for pushing up oil prices is no longer the Strait of Hormuz, the problem is the refinery. On October 6, U.S. President Trump posted on social media that the reason for pushing up gasoline prices is no longer the Strait of Hormuz, because there is now a record amount of oil output almost every day, but the word "refinery" - Russia's refineries are being blown up by Ukraine, and our refineries are closed by "Dumocrats" in blue states, such as California.
Trump: The reason for pushing up oil prices is no longer the Strait of Hormuz, the problem is the refinery.

On October 6, U.S. President Trump posted on social media that the reason for pushing up gasoline prices is no longer the Strait of Hormuz, because there is now a record amount of oil output almost every day, but the word "refinery" - Russia's refineries are being blown up by Ukraine, and our refineries are closed by "Dumocrats" in blue states, such as California.
CZ: Binance SAFU fund's floating profit of $270 million may be pure luck On October 4, CZ, the founder of Binance, said on social media that "Binance SAFU Fund once bought $1 billion Bitcoin at an average price of $666,666.66, and now has a floating profit of $270 million", which may be pure luck.
CZ: Binance SAFU fund's floating profit of $270 million may be pure luck

On October 4, CZ, the founder of Binance, said on social media that "Binance SAFU Fund once bought $1 billion Bitcoin at an average price of $666,666.66, and now has a floating profit of $270 million", which may be pure luck.
NVIDIA CEO Huang Renxun holds nearly 870 million shares, with a net worth of about 200 billion US dollars. On October 3, NVIDIA CEO Huang Renxun held about 870 million shares of NVIDIA as of March 23, 2026, accounting for 3.58% of the company's total share capital. Based on NVIDIA's share price of $231.49 in early October, this part of the shareholding is about $201 billion. According to Forbes data, Huang Renxun's current net worth is about 200 billion US dollars, and his personal wealth mainly comes from NVIDIA's holdings. Huang Renxun is the largest known individual shareholder of NVIDIA, but due to the regulations of the U.S. SEC, individual investors holding less than 5% of their shareholdings do not need to disclose their shareholdings, so it is possible that undisclosed individual shareholders hold more than Huang Renxun. At present, the major institutional shareholders of more than 5% of NVIDIA's shares include Belard and Pioneer Group, with a shareholding ratio of 7.43% and 7.31% respectively. Huang Renxun participated in the founding of NVIDIA in 1993. In 1999, before NVIDIA's first stock split, he held about 2.9 million shares, accounting for 9.9% of the company. If its shares have been retained until now, it will be close to 2.8 billion shares after the adjustment of the split shares, which means that it has continued to reduce its holdings of some shares since then. In addition, Huang Renxun can also get NVIDIA shares through performance rewards. NVIDIA will pay it a total of $35.5 million in remuneration in fiscal year 2025, including $1.5 million in basic salary, $3 million in cash bonus, and about $31 million in equity issued in the form of 936,800 performance stock units (PSUs).
NVIDIA CEO Huang Renxun holds nearly 870 million shares, with a net worth of about 200 billion US dollars.

On October 3, NVIDIA CEO Huang Renxun held about 870 million shares of NVIDIA as of March 23, 2026, accounting for 3.58% of the company's total share capital. Based on NVIDIA's share price of $231.49 in early October, this part of the shareholding is about $201 billion. According to Forbes data, Huang Renxun's current net worth is about 200 billion US dollars, and his personal wealth mainly comes from NVIDIA's holdings.

Huang Renxun is the largest known individual shareholder of NVIDIA, but due to the regulations of the U.S. SEC, individual investors holding less than 5% of their shareholdings do not need to disclose their shareholdings, so it is possible that undisclosed individual shareholders hold more than Huang Renxun. At present, the major institutional shareholders of more than 5% of NVIDIA's shares include Belard and Pioneer Group, with a shareholding ratio of 7.43% and 7.31% respectively.

Huang Renxun participated in the founding of NVIDIA in 1993. In 1999, before NVIDIA's first stock split, he held about 2.9 million shares, accounting for 9.9% of the company. If its shares have been retained until now, it will be close to 2.8 billion shares after the adjustment of the split shares, which means that it has continued to reduce its holdings of some shares since then.

In addition, Huang Renxun can also get NVIDIA shares through performance rewards. NVIDIA will pay it a total of $35.5 million in remuneration in fiscal year 2025, including $1.5 million in basic salary, $3 million in cash bonus, and about $31 million in equity issued in the form of 936,800 performance stock units (PSUs).
Vice Chairman of the Federal Reserve: More time may be needed to decide on the next interest rate hike On October 2, Jefferson, Vice Chairman of the Federal Reserve, said that the Federal Reserve "may need more time" to decide on the next interest rate hike.
Vice Chairman of the Federal Reserve: More time may be needed to decide on the next interest rate hike

On October 2, Jefferson, Vice Chairman of the Federal Reserve, said that the Federal Reserve "may need more time" to decide on the next interest rate hike.
FCA in the United Kingdom began to accept applications for authorization of encryption enterprises, and the deadline is February 28, 2027. On September 30, the Financial Conduct Authority (FCA) began to accept applications for authorization of encryption enterprises. Relevant companies wishing to continue operating in the UK must submit applications by February 28, 2027, and the new regulatory system will officially take effect on October 25, 2027. The new system incorporates more businesses such as transaction matching, crypto asset trading, pledge and digital asset custody into FCA supervision, and introduces requirements such as access and information disclosure of crypto assets, market manipulation prevention, prudent supervision and consumer protection. FCA said that the applicant must prove that it meets the standards of consumer protection, customer asset protection, market integrity and financial resilience, and the submission of the application does not guarantee approval. Crypto enterprises that have been registered under the British Anti-Money Laundering Ordinance also need to reapply, and their existing registration qualifications will not be automatically converted to FCA authorization. Enterprises that meet the relevant transition conditions and submit materials during the application window period can continue to provide designated encrypted asset services during the review period, including undertaking new business.
FCA in the United Kingdom began to accept applications for authorization of encryption enterprises, and the deadline is February 28, 2027.

On September 30, the Financial Conduct Authority (FCA) began to accept applications for authorization of encryption enterprises. Relevant companies wishing to continue operating in the UK must submit applications by February 28, 2027, and the new regulatory system will officially take effect on October 25, 2027.

The new system incorporates more businesses such as transaction matching, crypto asset trading, pledge and digital asset custody into FCA supervision, and introduces requirements such as access and information disclosure of crypto assets, market manipulation prevention, prudent supervision and consumer protection. FCA said that the applicant must prove that it meets the standards of consumer protection, customer asset protection, market integrity and financial resilience, and the submission of the application does not guarantee approval.

Crypto enterprises that have been registered under the British Anti-Money Laundering Ordinance also need to reapply, and their existing registration qualifications will not be automatically converted to FCA authorization. Enterprises that meet the relevant transition conditions and submit materials during the application window period can continue to provide designated encrypted asset services during the review period, including undertaking new business.
Data: DeFi's total lock-up volume rose 38% to $95 billion in the third quarter, recording the first quarterly increase since the peak in 2025. On September 29, CryptoRank data showed that in the third quarter of 2026, DeFi's total lock-in volume (TVL) rebounded after three consecutive quarters of decline, increasing to $95 billion, recording the first quarterly increase since the peak in 2025. Among them, Monad TVL grew by 183%, ranking among the top blockchain networks of TVL; Robinhood Crypto TVL, which has been launched for only two months, has exceeded $1 billion.
Data: DeFi's total lock-up volume rose 38% to $95 billion in the third quarter, recording the first quarterly increase since the peak in 2025.

On September 29, CryptoRank data showed that in the third quarter of 2026, DeFi's total lock-in volume (TVL) rebounded after three consecutive quarters of decline, increasing to $95 billion, recording the first quarterly increase since the peak in 2025.

Among them, Monad TVL grew by 183%, ranking among the top blockchain networks of TVL; Robinhood Crypto TVL, which has been launched for only two months, has exceeded $1 billion.
A whale sold 15,000 ZECs in Hyperliquid's limited-price order, worth about 23 million US dollars. On September 28, according to on-chain data, Lee Goon Wang, the giant whale, just sold 15,000 ZECs, worth about 23 million US dollars, through a limit sell order on Hyperliquid. The pending price of the sell order was about $30 lower than the market price at that time, a decrease of about 2%.
A whale sold 15,000 ZECs in Hyperliquid's limited-price order, worth about 23 million US dollars.

On September 28, according to on-chain data, Lee Goon Wang, the giant whale, just sold 15,000 ZECs, worth about 23 million US dollars, through a limit sell order on Hyperliquid.

The pending price of the sell order was about $30 lower than the market price at that time, a decrease of about 2%.
California legislation prohibits public officials from issuing Meme coins, and Governor Newson criticizes Trump's personal Meme coin TRUMP by name. On September 28, California Governor Newsom signed a number of bills on September 27, including: prohibiting California public officials from issuing Meme coins, and prohibiting the use of Meme coins in the image of public officials on trading platforms; cracking down on cryptocurrency fraud and money laundering, and establishing Victim recovery mechanism; clarify the procedures for confiscation of encrypted assets of transnational criminal networks. In his signing statement, Newson criticized Trump's personal Meme coin TRUMP issued in 2025, saying that nearly 1 million buyers lost more than $3 billion, while Trump himself made a profit of about $636 million.
California legislation prohibits public officials from issuing Meme coins, and Governor Newson criticizes Trump's personal Meme coin TRUMP by name.

On September 28, California Governor Newsom signed a number of bills on September 27, including: prohibiting California public officials from issuing Meme coins, and prohibiting the use of Meme coins in the image of public officials on trading platforms; cracking down on cryptocurrency fraud and money laundering, and establishing Victim recovery mechanism; clarify the procedures for confiscation of encrypted assets of transnational criminal networks.

In his signing statement, Newson criticized Trump's personal Meme coin TRUMP issued in 2025, saying that nearly 1 million buyers lost more than $3 billion, while Trump himself made a profit of about $636 million.
CEX net outflow of 31,782 BTC in the past 7 days On September 27, according to Coinglass data, the cumulative net outflow of CEX in the past 7 days was 31,782 BTC, of which the top three outflows were as follows: Binance outflow 19,500.28 BTC; Coinbase Pro outflowed 6700.6 BTC; Kraken outflowed 2816.41 BTC.
CEX net outflow of 31,782 BTC in the past 7 days

On September 27, according to Coinglass data, the cumulative net outflow of CEX in the past 7 days was 31,782 BTC, of which the top three outflows were as follows:

Binance outflow 19,500.28 BTC;

Coinbase Pro outflowed 6700.6 BTC;

Kraken outflowed 2816.41 BTC.
Robinhood chain DeFi TVL exceeded 1 billion US dollars, increasing by 60.47% in January On September 27, according to DefiLlama data, Robinhood chain DeFi TVL now reported 1.027 billion US dollars, an increase of 60.47% in the past month, ranking first in the growth rate of the head blockchain. In terms of DEX turnover, the network has achieved $1.397 billion in turnover in the past 24 hours, ranking second in the whole network, second only to Solana. The Robinhood chain was launched in early July. Less than 3 months after its launch, it has become an encrypted mainstream blockchain in TVL, and the activity of exchanges and other dimensions.
Robinhood chain DeFi TVL exceeded 1 billion US dollars, increasing by 60.47% in January

On September 27, according to DefiLlama data, Robinhood chain DeFi TVL now reported 1.027 billion US dollars, an increase of 60.47% in the past month, ranking first in the growth rate of the head blockchain. In terms of DEX turnover, the network has achieved $1.397 billion in turnover in the past 24 hours, ranking second in the whole network, second only to Solana.

The Robinhood chain was launched in early July. Less than 3 months after its launch, it has become an encrypted mainstream blockchain in TVL, and the activity of exchanges and other dimensions.
CFTC sued Cash FX and three individuals for $950 million crypto-related Ponzi scheme On September 26, the U.S. Commodity Futures Trading Commission (CFTC) announced that it had filed a lawsuit against Cash FX Group and three individuals, accusing them of operating an investment scam involving more than $950 million and involving cryptocurrencies. The defendants include Cash FX and its CEO Huascar Jose Lopez Castillo (Brazil), The Conversion Pros and its CEO Ronald Pope (Oregon), and Justin Halladay (Florida). The complaint was filed with the Federal Court for the Central District of Florida on Friday. The CFTC accused the defendant of operating a multi-level marketing Ponzi scheme, raising and accepting more than $950 million in the name of trading retail foreign exchange contracts in commodity pools. According to the CFTC, the defendant falsely claimed that the funds were managed by professional traders, proprietary algorithms and artificial intelligence, and promised a weekly return of up to 15%. But in fact, Cash FX conducted very few foreign exchange transactions and misappropriated most of the participants' funds to pay fictitious transaction profits with new participants' contributions, while transferring millions of dollars to each defendant. The defendant also provided the participants with false accounting statements, who lost at least $406 million.
CFTC sued Cash FX and three individuals for $950 million crypto-related Ponzi scheme

On September 26, the U.S. Commodity Futures Trading Commission (CFTC) announced that it had filed a lawsuit against Cash FX Group and three individuals, accusing them of operating an investment scam involving more than $950 million and involving cryptocurrencies. The defendants include Cash FX and its CEO Huascar Jose Lopez Castillo (Brazil), The Conversion Pros and its CEO Ronald Pope (Oregon), and Justin Halladay (Florida). The complaint was filed with the Federal Court for the Central District of Florida on Friday. The CFTC accused the defendant of operating a multi-level marketing Ponzi scheme, raising and accepting more than $950 million in the name of trading retail foreign exchange contracts in commodity pools.

According to the CFTC, the defendant falsely claimed that the funds were managed by professional traders, proprietary algorithms and artificial intelligence, and promised a weekly return of up to 15%. But in fact, Cash FX conducted very few foreign exchange transactions and misappropriated most of the participants' funds to pay fictitious transaction profits with new participants' contributions, while transferring millions of dollars to each defendant. The defendant also provided the participants with false accounting statements, who lost at least $406 million.
Former X product manager: Paid to celebrities X Money is very creative, but should be allowed to opt out. On September 26, Nikita, the former head of X products, praised: "Paid's token handling fee sharing to celebrity X Money accounts" is a very creative solution. However, if someone does not want to associate with a token, they should be allowed to opt out or unlink. I can imagine that those traders will harass users, let them speak for the product, and help send spam replies. Paid's newly launched token handling fee to the X Money account without permission has caused a heated discussion in the community. Officially, 80% of the handling fee will be sent to X users through X Money, and 20% will be exchanged for SOL to buy back PAID tokens. If the issuer adds X Handle to the text description of the project, the handling fee can be sent through X Money. Celebrities on X can receive funds through X Money without even registering for Paid and consent. Some celebrities even joked that their X Money accounts were attacked by DDOS and frequently received notices of the arrival of the handling fee. PAID officially announced today that 1.44 million US dollars has been successfully distributed to X Money users through the automatic accounting tool for token creators. According to the GMGN market, the market value of PAID on Solana exceeded 40 million US dollars today, with a 24-hour increase of more than 360%, and the turnover in the same period was as high as 32.8 million US dollars.
Former X product manager: Paid to celebrities X Money is very creative, but should be allowed to opt out.

On September 26, Nikita, the former head of X products, praised: "Paid's token handling fee sharing to celebrity X Money accounts" is a very creative solution. However, if someone does not want to associate with a token, they should be allowed to opt out or unlink. I can imagine that those traders will harass users, let them speak for the product, and help send spam replies.

Paid's newly launched token handling fee to the X Money account without permission has caused a heated discussion in the community. Officially, 80% of the handling fee will be sent to X users through X Money, and 20% will be exchanged for SOL to buy back PAID tokens. If the issuer adds X Handle to the text description of the project, the handling fee can be sent through X Money. Celebrities on X can receive funds through X Money without even registering for Paid and consent. Some celebrities even joked that their X Money accounts were attacked by DDOS and frequently received notices of the arrival of the handling fee.

PAID officially announced today that 1.44 million US dollars has been successfully distributed to X Money users through the automatic accounting tool for token creators. According to the GMGN market, the market value of PAID on Solana exceeded 40 million US dollars today, with a 24-hour increase of more than 360%, and the turnover in the same period was as high as 32.8 million US dollars.
SpaceXAI's total GPU will reach 1 million yuan next week, and Musk said that he would lead AI in half a year. Musk gave SpaceXAI a schedule to catch up with OpenAI and Anthropic. He said that in the next 2 to 3 months, it is expected to make a model that reaches the level of Anthropic Fable and OpenAI GPT-6. If the pace of progress continues to accelerate, it can "occupy the leading position" in about 6 months. He then announced the latest number of GPUs for Colossus. Colossus 1 has 150,000 H100, 50,000 H200 and 30,000 GB200; Colossus 2 has 110,000 GB200 and 440,000 GB300. The total cost of the two data centers is about 780,000 yuan, which is more than the 670,000 yuan previously estimated by the outside world. Another 220,000 GB300 will be put into operation next week, and the total amount will reach about 1 million at that time. 220,000 yuan will be added in November. If everything goes well, another 220,000 yuan may be added by the end of December, bringing the total amount to about 1.44 million yuan.
SpaceXAI's total GPU will reach 1 million yuan next week, and Musk said that he would lead AI in half a year.

Musk gave SpaceXAI a schedule to catch up with OpenAI and Anthropic. He said that in the next 2 to 3 months, it is expected to make a model that reaches the level of Anthropic Fable and OpenAI GPT-6. If the pace of progress continues to accelerate, it can "occupy the leading position" in about 6 months.

He then announced the latest number of GPUs for Colossus. Colossus 1 has 150,000 H100, 50,000 H200 and 30,000 GB200; Colossus 2 has 110,000 GB200 and 440,000 GB300. The total cost of the two data centers is about 780,000 yuan, which is more than the 670,000 yuan previously estimated by the outside world.

Another 220,000 GB300 will be put into operation next week, and the total amount will reach about 1 million at that time. 220,000 yuan will be added in November. If everything goes well, another 220,000 yuan may be added by the end of December, bringing the total amount to about 1.44 million yuan.
Robinhood Chain Research: Gas revenue on the chain reached $6.6 million in August, and the transaction volume of DEX rose to $1.5 billion. On September 25, according to a report released by Spartan Capital, Robinhood Chain was launched on the main network on July 1, 2026. By the end of August, the DEX trading volume on the chain rose to $1.5 billion, TV L increased to $711 million, and on-chain Gas revenue reached $6.6 million in August. According to the report, most of the transaction volume of Robinhood Chain in August came from Uniswap, and the daily on-chain fee on August 31 once reached $2.1 million. Robinhood is responsible for running the sorter and receives about 90% of the on-chain fees. After deducting the Ethereum settlement cost and the 10% license share paid to Arbitrum DAO, the net income in August was about $6 million. In terms of Robinhood Earn, users deposit USDG and borrow through Morpho. The deposit size increased from $9.5 million on July 1 to $456 million on August 31, accounting for Robinhood at the end of the month. 68% of Chain TVL. Users can get an estimated annualized rate of return of about 7%, while the yield of the loan end at the end of August is about 3.7%, and the difference is subsidized by the incentive funds provided by Morpho and its lending partners. At the same time, Robinhood Chain's Meme ecology is growing rapidly. By the end of August, more than 340,000 tokens have been issued on the chain, and the application layer handling fee in August reached $114 million. According to the report, the trading volume of Meme and tokenized stock trading pairs also grew rapidly, among which the trading volume of Meme tokens with Robinhood Stock Tokens as trading pairs reached 518 million US dollars in August.
Robinhood Chain Research: Gas revenue on the chain reached $6.6 million in August, and the transaction volume of DEX rose to $1.5 billion.

On September 25, according to a report released by Spartan Capital, Robinhood Chain was launched on the main network on July 1, 2026. By the end of August, the DEX trading volume on the chain rose to $1.5 billion, TV L increased to $711 million, and on-chain Gas revenue reached $6.6 million in August.

According to the report, most of the transaction volume of Robinhood Chain in August came from Uniswap, and the daily on-chain fee on August 31 once reached $2.1 million. Robinhood is responsible for running the sorter and receives about 90% of the on-chain fees. After deducting the Ethereum settlement cost and the 10% license share paid to Arbitrum DAO, the net income in August was about $6 million.

In terms of Robinhood Earn, users deposit USDG and borrow through Morpho. The deposit size increased from $9.5 million on July 1 to $456 million on August 31, accounting for Robinhood at the end of the month. 68% of Chain TVL. Users can get an estimated annualized rate of return of about 7%, while the yield of the loan end at the end of August is about 3.7%, and the difference is subsidized by the incentive funds provided by Morpho and its lending partners.

At the same time, Robinhood Chain's Meme ecology is growing rapidly. By the end of August, more than 340,000 tokens have been issued on the chain, and the application layer handling fee in August reached $114 million. According to the report, the trading volume of Meme and tokenized stock trading pairs also grew rapidly, among which the trading volume of Meme tokens with Robinhood Stock Tokens as trading pairs reached 518 million US dollars in August.
The European Banking Authority called for the inclusion of encrypted lending in the MiCA regulatory framework, and proposed leverage restrictions and appropriateness tests. On September 24, in response to the European Commission's comments on MiCA targeted consultation, the European Banking Authority (EBA) called for crypto lending to be included in the EU's crypto asset market regulatory framework, including the convenience of crypto asset service providers to facilitate client access to DeFi lending protocols. Shape. The EBA recommends that the European Commission conduct a cost-benefit analysis of legislative changes, include intermediary encryption lending in the list of regulated services under MiCA, and possibly attach specific compliance requirements and supervisory activities. It also put forward relevant requirements for encryption companies that provide customers with DeFi loan protocol access. The potential measures listed by the EBA include: appropriateness testing of users, setting leverage restrictions, increasing information disclosure requirements, and possibly restricting lending access involving asset reference tokens or electronic currency tokens that require MiCA authorization, and introducing an authentication system for DeFi lending protocols. The EBA pointed out that crypto lending has continued to grow in the European Union. Previous studies have shown that at least 16 member states have lending activities. Access to DeFi more conveniently through encryption companies and artificial intelligence tools is increasingly blurring the boundaries of centralized and decentralized finance.
The European Banking Authority called for the inclusion of encrypted lending in the MiCA regulatory framework, and proposed leverage restrictions and appropriateness tests.

On September 24, in response to the European Commission's comments on MiCA targeted consultation, the European Banking Authority (EBA) called for crypto lending to be included in the EU's crypto asset market regulatory framework, including the convenience of crypto asset service providers to facilitate client access to DeFi lending protocols. Shape. The EBA recommends that the European Commission conduct a cost-benefit analysis of legislative changes, include intermediary encryption lending in the list of regulated services under MiCA, and possibly attach specific compliance requirements and supervisory activities. It also put forward relevant requirements for encryption companies that provide customers with DeFi loan protocol access.

The potential measures listed by the EBA include: appropriateness testing of users, setting leverage restrictions, increasing information disclosure requirements, and possibly restricting lending access involving asset reference tokens or electronic currency tokens that require MiCA authorization, and introducing an authentication system for DeFi lending protocols. The EBA pointed out that crypto lending has continued to grow in the European Union. Previous studies have shown that at least 16 member states have lending activities. Access to DeFi more conveniently through encryption companies and artificial intelligence tools is increasingly blurring the boundaries of centralized and decentralized finance.
HYPE fell 3.4% at a higher point, down 1.5% compared with the announcement of Binance's currency announcement. On the 24th of the month, according to HTX market data, after Binance announced the launch of HYPE spot, HYPE rose by 1.5% for a while, reaching a maximum of about 95 USD. Since then, the currency price has continued to fall by about 3.4%, down 1.5% compared with before the announcement of the relevant news, and the current reported price is 92.1 USD.
HYPE fell 3.4% at a higher point, down 1.5% compared with the announcement of Binance's currency announcement.

On the 24th of the month, according to HTX market data, after Binance announced the launch of HYPE spot, HYPE rose by 1.5% for a while, reaching a maximum of about 95 USD. Since then, the currency price has continued to fall by about 3.4%, down 1.5% compared with before the announcement of the relevant news, and the current reported price is 92.1 USD.
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