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Samsung Electronics and SK Hynix shares extended their recent selloff Tuesday, with SK Hynix dropping 7.1% and Samsung 5.99% as concerns about Chinese rivals and the stretched AI stock rally intensified, according to Bloomberg. Both stocks are headed for a fifth straight session of losses, dragging Korea's Kospi down as much as 4.8%, while US chipmakers slumped overnight, with fellow memory firm Micron Technology retreating 3.9%. Investors reacted to a report that China's CXMT Corp. has made progress on a new memory architecture that Samsung and SK Hynix are also working on; meanwhile, comments from Broadcom's chief executive about the gambling-like qualities of AI stock investment fueled further worry.
"Uncertainty over whether the upcycle can last into 2028 and beyond appears to be weighing on valuations and share prices" of Korean chipmakers, said Ha SeokKeun, chief investment officer at Eugene Asset Management. This year's big Korean stock rally has sharply pared as its reliance on the two chip giants has come back to bite: record earnings from Samsung last week failed to give the stock a boost as investors worry that growth will slow. The Kospi is now down a third from the record high it reached in June and has fallen below its 200-day moving average, and foreigners have accelerated their exit, selling more than $6 billion worth of Kospi shares on a net basis in October.
"Samsung's strong earnings have been overshadowed by concerns about future competition from CXMT and the sustainability of AI spending," said Jung In Yun, chief executive officer at Fibonacci Asset Management Global. "These concerns may weigh on sentiment, but CXMT still needs to translate technological progress into commercially competitive production at scale."

Strategy bought 250 bitcoin for $21.5 million last week, extending its buying streak as MSTR tested a key resistance level. According to NS3.AI, a Monday filing showed the purchases were made between Oct. 5 and Oct. 11 at an average price of $86,194 per coin.
The company’s total bitcoin holdings now stand at 848,250 BTC, acquired for roughly $64 billion. Strategy also repurchased 1.93 million STRC preferred shares for $192.4 million during the same week. MSTR traded at $155 in Monday premarket trading, with descending-trendline resistance at $158.

Blur said the blur.io frontend will be retired on November 12, 2026. According to NS3.AI, the marketplace protocol will continue operating on-chain, and BLUR will retain control of the protocol's fee switch.
Blur also said its NFT lending protocol, Blend, will stop matching new loans on the same day. Borrowers must repay loans before that date or allow the loans to default. Blur said frontend tools will then help users withdraw assets from Blend.

BlackRock's research unit has turned more bullish on US Treasuries, unwinding a "mainstay" underweight stance held for most of the past six years as yields climbed to their highest levels in more than two decades, according to Bloomberg. The BlackRock Investment Institute upgraded short-term Treasuries to overweight and longer-term debt to neutral from underweight, citing higher yields and potentially "excessive" expectations for Federal Reserve tightening, and also trimmed an underweight position in Japanese government bonds, per a note by strategists Jean Boivin and Wei Li and Rick Rieder, BlackRock's chief investment officer of global fixed income. To fund the shift, the firm downgraded US equities to neutral from a long-held overweight position, citing "potential volatility around the AI buildout," and cut US agency mortgage-backed securities to neutral.
BlackRock first went underweight Treasuries in October 2020, when the 10-year yield was near 0.9%; the benchmark yield has since surged above 5.2% as investors grapple with stronger economic growth, heavy demand for capital and renewed inflation concerns stemming from higher oil prices and Middle East tensions. "Now, yields have reset toward our long-held higher-rates view, and we want to lock in some attractive income," the team wrote. BlackRock is the latest major asset manager to pivot more bullish on fixed income after the sharp rise in yields: Rupert Harrison, a senior portfolio adviser at Pacific Investment Management Co., said last week that the firm's overall bond portfolio is "about as long duration as we have been for a very long time."
BlackRock said current market expectations for Fed rate hikes have gone too far, making short-term Treasuries particularly attractive if those bets are trimmed; interest-rate swaps show traders expect at least three quarter-point increases over the next 12 months. At current levels, bond yields could rise another 75 basis points over the next 12 months before the income earned on Treasuries is fully offset and total returns turn negative, according to BlackRock. The team stressed the retreat from US equities is more about managing near-term risk than changing its longer-term outlook: its conviction in the AI investment boom remains intact, the firm continues to favor AI-related companies and listed infrastructure, and higher rates are increasingly differentiating companies on their ability to generate returns above their cost of capital. "We are managing near-term risk, not changing our core convictions," the team wrote. "We remain constructive on AI and stand ready to add risk again as visibility improves and attractive entry points emerge."

A long-dormant ancient Bitcoin whale has moved its entire holdings of 4,582 BTC after years of inactivity. According to BlockBeats On-chain Detection, the transfer was tracked on October 13, and the whale reportedly woke up before sending out all of its Bitcoin.

Morgan Stanley said rising global bond yields are already doing part of the tightening that would otherwise come from the Federal Reserve through policy rates, which could reduce pressure for further rate hikes and give stocks some relief. According to PANews, Morgan Stanley chief U.S. equity strategist Mike Wilson said the 10-year Treasury yield has risen about 120 basis points since February, tightening financial conditions.
Wilson said investors should focus on two indicators: the performance of financial stocks and bond market volatility, measured by the MOVE index. He said higher long-term rates, a stronger dollar and rising oil prices have already tightened financial conditions, and that the pace of yield increases and bond volatility matter more than the absolute level of the 10-year Treasury yield.
Wilson also said the upcoming U.S. September CPI report could be a key market catalyst. If inflation continues to ease moderately, it could reduce expectations for further increases in long-term rates and additional Fed hikes, while supporting the bond market. He said the main question is whether the pace of yield gains slows, bond volatility declines and financial firms show that the economy can absorb higher rates. If CPI is mild and bond pressure eases, stocks may have a broader chance to rise.

The Financial Stability Board warned that the $300 billion stablecoin market could still face redemption runs even if reserves are fully backed, if those reserves become inaccessible across borders. According to NS3.AI, the market was valued at approximately $300 billion in mid-2026, with 99% of its value pegged to the US dollar.
FSB Chair Andrew Bailey said authorities do not yet have mature arrangements for handling cross-border stablecoin failures. The FSB is seeking stronger monitoring, information sharing and crisis coordination, but it has not set a timetable for common procedures to manage failures across jurisdictions.
G20 finance ministers and central bank governors are due to discuss the findings at the Oct. 15 meeting.

Tom Lee said the sharp decline in South Korea's stock market could spill over into the crypto market. According to NS3.AI, Lee pointed to broker margin liquidations and South Koreans' large holdings of crypto assets as reasons the weakness could spread. He said the market will face pressure in the short term.

On Oct 13, 2026, 00:07 AM(UTC). According to Binance Market Data, BNB has dropped below 730 USDT and is now trading at 729 USDT, with a narrowed 3.37% decrease in 24 hours.

Starknet (STRK), LayerZero (ZRO) and NEAR Protocol (NEAR) are CoinGecko’s top three altcoins by seven-day gains, with STRK up 81.7%, ZRO up 21.7% and NEAR up 12.3%. According to BeInCrypto, STRK’s rally stalled near $0.12 and a 127 million token unlock on October 15 could add selling pressure, while ZRO is testing $2.19 resistance and NEAR is holding above $5.42 support.

Coinglass data shows that if BTC falls below $79,598, cumulative long liquidation pressure across major centralized exchanges would reach $1.499 billion. According to ChainCatcher, if BTC rises above $87,602, cumulative short liquidation pressure across major centralized exchanges would reach $1.412 billion.

Key TakeawaysBitcoin front-month implied volatility has fallen to 33.5%, with options described as their cheapest in five years.Implied volatility is more than four volatility points below realized volatility, suggesting options are pricing in smaller moves than Bitcoin has recently experienced.Bitcoin options skew declined nearly three volatility points over the past week, while traders purchased October $78,000 and $80,000 puts in blocks worth up to $204 million.The analysis characterizes positioning as long Bitcoin with downside protection, rather than outright bearish.Ethereum options show a different pattern, with call selling dominating flows and implied volatility exceeding realized volatility.Bitcoin Options Price in Lower Volatility Despite Recent Market SwingsBitcoin options are trading at their lowest implied volatility levels in five years, even as realized price fluctuations remain elevated, according to an analysis from 0x Volatility Edge.Front-month Bitcoin implied volatility stands at approximately 33.5%, more than four volatility points below realized volatility.The gap suggests that options are pricing in less volatility than Bitcoin has recently experienced. However, lower implied volatility does not necessarily predict an imminent price breakout.Bitcoin Put Demand Signals Continued HedgingDespite relatively low options premiums, demand for downside protection remains evident.Bitcoin options skew fell nearly three volatility points over the past week, while traders purchased October put options with strike prices of $78,000 and $80,000, including blocks valued at up to $204 million.The analysis interprets these transactions as evidence that investors are maintaining Bitcoin exposure while hedging against potential declines.However, options skew reflects the relative pricing of downside and upside protection, not a reliable forecast of Bitcoin's next directional move.Ethereum Options Show Different Market PositioningEthereum's derivatives market presents a contrasting picture.According to the analysis, ETH options implied volatility remains above realized volatility, while call-selling activity dominates recent trading flows.The report also cites expectations that a major corporate Ethereum buyer will suspend purchases within weeks, although the provided excerpt does not identify the company or independently establish that timeline.These differences suggest that Bitcoin and Ethereum traders are pricing and managing volatility exposure differently.Can Bitcoin Options Skew Predict the Next BTC Price Move?The combination of low implied volatility and continued put demand indicates that Bitcoin traders may be anticipating significant uncertainty while retaining underlying exposure.A decline in skew can reflect increased demand for downside protection, but it does not establish whether Bitcoin will rise or fall.The analysis also introduces two potential options strategies, including one with a stated $168 cost and another offering an initial credit. However, the excerpt does not provide their strike combinations, expiration dates or maximum loss profiles, so their risk and payoff characteristics cannot yet be assessed.The central market signal is the divergence between relatively inexpensive Bitcoin options and continued demand for downside hedges, rather than a confirmed directional forecast.

Key TakeawaysBNB Chain leads the tokenized stock market with approximately $1.2 billion in market capitalization, according to Token Terminal.The global tokenized stock market has reached a record $3.9 billion.Ethereum ranks second with $841.9 million, followed by Solana at $741.7 million.BNB Chain, Ethereum and Solana collectively account for approximately 71% of the tokenized stock market.BNB Chain Ranks First in Tokenized Stock Market CapitalizationBNB Chain has emerged as the largest blockchain by tokenized stock market capitalization, with approximately $1.2 billion in assets, according to Token Terminal data.The milestone comes as the total market capitalization of tokenized stocks across blockchain networks reached a record $3.9 billion, reflecting the expansion of tokenized equity products.Based on the reported figures, BNB Chain accounts for approximately 31% of the market, ahead of Ethereum and Solana.BNB Chain, Ethereum and Solana Dominate Tokenized EquitiesToken Terminal data shows that tokenized stock capitalization is concentrated among three major blockchain networks.Together, BNB Chain, Ethereum and Solana represent approximately $2.78 billion, or 71% of the reported market total.

Brent crude rose 3.14% to $109.67 a barrel while US benchmark WTI gained 1.96% to $95.07, per market data.That leaves the spread between the two benchmarks at $14.60 — against a historical norm of $2 to $4.Gold fell 0.54% to $4,175.04 an ounce and silver 0.64% to $60.548. The dollar rose 0.28% against the yen to 158.62 and 0.02% against the offshore yuan to 6.69364.A $14.60 Spread Is an Export Problem, Not a Demand StoryBrent prices North Sea crude and serves as the benchmark for roughly two-thirds of globally traded oil. WTI prices light sweet crude delivered at Cushing, Oklahoma.When the two move together, the driver is global demand. When Brent runs away from WTI, the constraint is on seaborne supply reaching international buyers.Brent rising faster than WTI — 3.14% against 1.96% — means the gap is still widening rather than stabilising.The physical constraint has been in place since February. Saudi Arabia’s East-West pipeline to Yanbu, which exists specifically to bypass the Strait of Hormuz, remains shut, holding output at 6.238 million barrels per day — the lowest since 1990.Barrels that cannot clear Hormuz or the Red Sea affect internationally traded cargoes directly. They reach US inventories only indirectly, which is why Cushing-delivered crude lags.The Spread Has Tripled in Two WeeksOn September 28, Brent sat above $100 against WTI at $95.60 — a spread of roughly $5, already wider than normal.WTI has barely moved since. Brent has added nearly $10.DateBrentWTISpreadSept 28~$100.74$95.60~$5Oct 1$101.53$92.63~$9Oct 12$109.67$95.07$14.60The widening tracks escalation rather than diplomacy. The Jerusalem Post reported on October 1, citing a US official, that the Trump administration was sending a third aircraft carrier and an additional Marine unit to the Middle East — reversing the de-escalation trade that had taken WTI to $89.Gold Falling During an Oil Surge Is the AnomalyGeopolitical escalation normally lifts both oil and gold. Today it lifted one and not the other.Gold at $4,175.04 sits near its two-month low and roughly 25% below January’s $5,600 record. Silver at $60.548 has fallen from $66.468 in mid-September.That separation points to the rate channel dominating the safe-haven one.Gold’s 90-day correlation with the 10-year Treasury yield runs at −0.41, more than twice Bitcoin’s −0.17. With the 10-year at 5.33% and the 30-year at 5.71% last week, the opportunity cost of holding a non-yielding asset is doing more work than the geopolitical bid.The Yen Keeps Weakening Despite BOJ TighteningThe dollar at 158.62 against the yen continues a trend that has run against conventional rate logic.The Bank of Japan raised its benchmark to a 31-year high in September. The yen has weakened since, moving from 157.796 on September 18 to 158.62 now, and from the 150 zone where hedge funds had closed short positions earlier that month.Cheap yen funding keeps carry trade positions in dollar assets alive, which is supportive for risk — the opposite of what a hiking cycle normally delivers.Treasury Secretary Scott Bessent has warned that a disorderly yen market could feed through to higher US rates.European Indices Split on Energy ExposureThe Euro Stoxx 50 fell 0.13% to 6,197.85 while the FTSE 100 rose 0.43% to 10,630.1 and the DAX 40 gained 0.25% to 25,255.7.The divergence is compositional. The FTSE carries heavy weightings in oil majors, which benefit directly from a Brent surge. The Euro Stoxx and DAX lean more toward industrials and manufacturers, for whom higher energy costs are an input expense.A split of that shape is further evidence the session is being driven by oil rather than by broad risk sentiment.

Polygon Foundation CEO Sandeep Nailwal said an additional 22 million POL, or about 0.2% of supply, has been added to the next burn plan. According to Foresight News, he also said the team has not fully disclosed how Polygon OMS affects POL, and more details will be released soon.

Evernorth Holdings (XRPN), a Ripple-backed company holding about 473 million XRP, closed its Nasdaq debut down 1.05% after briefly surging to $19.38 and then falling to $16.39. According to BeInCrypto, the listing followed a merger with Armada Acquisition Corp. II on October 9, while SEC filings showed 80.3% of redeemable SPAC shares were redeemed before the deal.
Evernorth entered Nasdaq with roughly $648 million of XRP and about $300 million in gross cash proceeds, but the listing does not automatically create fresh XRP buying pressure. XRP fell 3.03% over 24 hours as CEO Asheesh Birla said the company aims to grow XRP per share over time.

According to Binance Market Data, Bitcoin has dropped below 83,000 USDT and is now trading at 82,590 USDT, with 0.71% decrease in 24 hours.

Aave said deposits for Aave V4 on Arc, the Layer 1 blockchain launched by Circle, have surpassed $300 million. According to Foresight News, the milestone reflects growing activity on the network as Aave expands its presence on Arc.

Tom Lee said a $1.5 trillion to $2 trillion wealth transfer from 2026 through 2028 could help drive the next crypto bull market as younger heirs may favor digital assets. According to CoinDesk, Bitmine Immersion Technologies bought another 12,532 ETH last week, lifting holdings to 6,028,946 ETH, or about 4.9% of ether’s supply, and leaving it roughly 76,000 ETH short of its 5% target. Lee said Bitmine plans to stop buying ETH once it reaches that mark.

Solana's proposed replacement for durable nonces would keep cold-key approvals executable even after failed transactions. According to NS3.AI, the Solana Foundation's October plan would shift asset control to program-derived addresses while preserving the original key's authority to approve actions.
Operators would need to migrate assets or permissions and verify that applications work with the new signing path. Durable nonces would remain usable, and the Foundation has not set a removal date or chosen between Anza's Programmatic Signer and Blueshift's Vector.
The migration window is expected to last roughly six months, depending on a replacement being ready, audited, and live on mainnet.

Wormhole (W) is trading at $0.02842, up 61.39% over the past 24 hours. According to Odaily, it reached a high of $0.02945 during the period.

France's National Assembly Finance Committee rejected the revenue section of the government's 2027 budget bill by a 31-3 vote last Friday, removing previously approved amendments on crypto asset exit taxes and taxation of stablecoin conversions. According to Foresight News, the amendments must be resubmitted starting Tuesday, while the National Assembly will vote again on the revenue section on October 20 and on the full bill on November 17.
The committee had also approved a proposal requiring taxpayers to declare self-custody wallets with a year-end total value above about $112,000, or face a maximum fine of about $11,200.

On Oct 12, 2026, 21:05 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 83,000 USDT and is now trading at 82,971.359375 USDT, with a narrowed 0.75% decrease in 24 hours.

According to CNBC, federal authorities on Monday morning raided the Washington, D.C., area home of Rep. Ilhan Omar, a Minnesota Democrat, as part of a criminal fraud investigation into immigration paperwork filled out by her father. Homeland Security Investigations, a division of the Department of Homeland Security, carried out the raid, Fox News reported, citing a person familiar with the matter. The Department of Justice said in a statement to Fox News that Homeland Security Investigations executed a judicially authorized search warrant secured by the department and that the action is part of an ongoing federal investigation. Omar, who was born in Somalia and brought to the United States as a child, has been a target of criticism by President Donald Trump. The raid came less than a month before November's midterm elections, and Omar is seeking another term as a representative for Minnesota's Fifth District.

Bitmine Immersion Technologies said Monday that it bought 12,532 ETH over the past week, valued at about $31.9 million at the company's valuation price. According to NS3.AI, the purchase lifted Bitmine's holdings to 6,028,946 ETH, equal to 4.9% of Ethereum's total token supply.
Chairman Tom Lee said last week that Bitmine still needs about 100,000 more ETH and expects buying to stop once the company reaches its 5% ownership target. He said Bitmine has staked 5,067,309 ETH, which generates about $336 million in annualized staking revenue. Lee also predicted the largest crypto bull market ever, citing tokenization, wealth transfer, treasury firms absorbing supply, and AI agents using crypto wallets.

Solana said on X that Pando Solana ETF, the second spot Solana ETF in Hong Kong, is scheduled to list on the Hong Kong Stock Exchange on October 13 under the ticker 2831.HK. According to Odaily, Solana also said global spot Solana ETFs have total net assets of about $1.9 billion and cumulative net inflows of about $1.6 billion.

According to Jin10, Iran's Revolutionary Guards Navy said the United States mobilized all resources in an attempt to get 4 or 5 tankers through the strait.

According to Jin10, Ethiopian Prime Minister Abiy Ahmed said the country has launched its first gold refinery. The $50 million joint venture is intended to turn Ethiopia into a regional precious metals processing center. According to government data, gold exports are one of Ethiopia's main sources of foreign exchange income, generating $5.6 billion last year. Abiy said the new refinery will process not only gold produced in Ethiopia, but also gold from other countries. On Saturday, he said on social media that this would allow neighboring countries and regional mining companies to send gold to Ethiopia for advanced refining, certification, value-added processing, and sales without exporting it outside Africa.

Bitcoin is showing early signs of a potential October bottom as improving on-chain demand and the approaching U.S. midterm elections support expectations for a recovery. According to NS3.AI, large holders have lifted their combined holdings to almost 3 million BTC, while apparent demand has recovered but remains below zero.
Elevated Treasury yields and slowing spot Bitcoin ETF inflows remain headwinds for the market. Crypto trader KillaXBT said he favors a rally before the Nov. 3 elections, followed by a correction that forms a higher low. He also said Bitcoin could recover toward $95,000 after the elections if it declines before then.

According to the announcement from Binance, the company will discontinue Binance Pool and related services on 2026-11-10 as part of its ongoing review of products and services. The closure covers Binance Pool, Pool Savings, Cloud Mining, Transaction Accelerator, and other Binance Pool-related features, including Telegram hashrate alerts, email notifications, and mining pool API services. At 2026-11-10 07:00 (UTC), all Binance Pool-related services will be discontinued. Binance Pool will begin disconnecting mining connections, and Binance Mining Pool Stratum URLs and mining endpoints will be disabled. Hashrate submissions and mining shares submitted after that time will no longer be accepted, processed, or credited. Product entry points will be closed, and no new rewards, yield, or service benefits will accrue after the cutoff. Eligible outstanding rewards, balances, refunds, or settlements, where applicable, will be processed after 2026-11-10 07:00 (UTC), subject to applicable product rules, account status, risk controls, compliance checks, and applicable laws. Eligibility will be determined in accordance with the applicable Mining Pool Product Terms.
Users are being asked to take action before the discontinuation time. Binance said users should disconnect from Binance Pool before the cutoff and reconfigure miners to point to a different pool before 2026-11-10 07:00 (UTC) to avoid interruptions. Users with active Pool Savings positions should unsubscribe and/or redeem them before the service ends. Binance also said users should ensure their accounts can receive any eligible remaining rewards, refunds, or settlements, including completing any required identity verification steps where applicable, by 2026-11-10 23:59 (UTC) to help facilitate timely processing. Eligible mining shares submitted before 2026-11-10 07:00 (UTC) will be included in the final reward calculation under applicable Binance Pool rules. On 2026-11-10, all links to Binance Pool on the Binance homepage will be removed. The Binance Pool pages will remain accessible for 14 days, until 2026-11-24 07:00 (UTC), for viewing historical data, account records, and payout status where available, after which they will be permanently inaccessible.

ENS founder Nick Johnson (nick.eth) has submitted an executable draft proposal to the ENS DAO governance forum to activate ENSv2 on the Ethereum mainnet. According to Foresight News, if the proposal is executed, the v1 registrar will freeze new .eth domain registrations, ENS Labs will complete a final pre-migration sync, open v2 registrations, switch resolution to v2, and transfer all administrative control of its v2 contracts to the DAO.
ENS Labs has reserved all valid v1 .eth second-level domains on v2 for their current holders. Existing .eth domain holders do not need to take any action, and their domains will continue to resolve and renew normally, with no migration deadline. The proposal also shortens the v2 grace period from 90 days to 28 days, extending migrated domain expiration dates by 62 days. In the hours between execution and v2 going live, neither version will allow new domain registrations. The proposal is still in draft stage.

Aster has officially connected to Solana through Sunrise, allowing users to access and trade ASTER within the Solana ecosystem. According to ChainCatcher, the integration expands ASTER's trading and usage channels across different blockchain ecosystems.
Aster said the move is intended to further broaden ASTER's cross-chain trading and utility access.

According to CNBC, eBay jumped more than 5% after Morgan Stanley named it a top pick and raised its price target to $132, implying nearly 18% upside. Morgan Stanley said the $27 billion live selling market is driving more than 40% of eBay's growth. Meta Platforms gained more than 3% on speculation that it is preparing to roll out a new artificial intelligence model codenamed Watermelon, according to StreetAccount. Memory chip stocks fell after China's CXMT said it will begin producing next-generation memory chips to compete with U.S. and Korean companies, with Micron Technology down about 3%, Seagate Technology down about 3%, Western Digital off more than 2% and Sandisk down more than 5%. The Roundhill Memory ETF (DRAM) fell 4%. Optical stocks also weakened, with Ciena down more than 8%, Lumentum down 9% and Applied Optoelectronics down 6%. Salesforce rose almost 2% after Bank of America upgraded it to buy from underperform, while First Solar gained 2% after Truist upgraded it to buy from hold. Biogen rose nearly 4% after JPMorgan upgraded it to overweight from neutral, and SLM advanced 4% after Morgan Stanley upgraded it to overweight from equal weight. Mattel rose 1% after Seaport upgraded it to buy from neutral. IonQ fell more than 8% after The Wall Street Journal reported it bought cybersecurity firm Elisity for up to $1.3 billion, and Rigetti Computing and D-Wave Quantum each fell roughly 5% in sympathy.

According to Jin10, at the 2:30 close on October 13, the main Shanghai gold futures contract fell 0.58% to 903 yuan per gram, the main Shanghai silver futures contract fell 1.10% to 14,690 yuan per kilogram, and the main SC crude oil futures contract rose 3.26% to 754 yuan per barrel.

Michael Saylor said Strategy's USD duration is 3.5 years. According to NS3.AI, he also said STRC's Bitcoin credit spread is 52 basis points, assuming a 10% annualized BTC yield, 40% BTC volatility and a Bitcoin price of $82,252.

Binance Blog published a new article, introducing Binance AI, a new suite of AI-powered features designed to adapt to what users hold and how they use the Binance app. The launch is part of Binance Intelligence, an initiative aimed at expanding access to AI-powered products across the platform and supporting broader access to financial tools. The article explains that as Binance continues to offer more products, including crypto, stocks, ETFs, and commodities, users may find it harder to identify what matters most amid constant updates and a growing amount of market information. Binance AI is intended to bring relevant market context directly into the Binance experience, with personalization as a central focus. The system adjusts based on the assets users hold, their experience level, and their app usage, with the broader goal of making market context easier to access so users can take informed steps toward their financial goals. The initial release includes four main features: Generative UI, Market Brief, Smart Tool Tips, and Master Trade.
Generative UI is designed to tailor the app’s layout and content to each user’s interests, assets, products, and market events. Binance says the feature can surface timely summaries and AI-generated analysis informed by trusted data sources, helping different users receive information that matches their needs. Examples include Yesterday's PNL, which provides a recap of the previous day’s performance alongside key events for top holdings; Top Movers, which shows 24-hour price movements across holdings with personalized analysis; and Smart Alert, which delivers voice alerts when tracked assets move. The full widget lineup also includes Indices, Macro Insight, Hot Sector, Crypto/Stocks/ETF Tracker, Market Buzz, and Trade Ideas, all of which can be added to a personalized Markets page. Market Brief offers concise updates across crypto and traditional markets and is refreshed every four hours, with the option to read or listen on demand. Smart Tool Tips provide contextual prompts based on where users are in the app and their level of experience, while Master Trade shows selected investor and trader profiles, including holdings where available, to add context during periods of uncertainty or significant market movement. Binance said the final decision remains with the user, and that the features are meant to help make complex data and terminology easier to understand before taking action.

Trader Cryptoinsightuk warned that Ethereum and XRP could fall another 10% before a meaningful recovery. According to NS3.AI, Cryptoinsightuk said on Oct. 12 that he opened an Ethereum short position targeting $2,200 and disclosed an XRP buy order at $1.22 in an Oct. 11 analysis, expecting another wave of cryptocurrency selling.
He also said Ethereum could still rally toward $2,700 without invalidating the broader bearish setup. Cryptoinsightuk added that another sell-off could encourage aggressive short positions and potentially set up a sharp bullish reversal.

The ENSv2 activation proposal would stop new ENSv1 registrations once ENSv2 is officially launched, while existing .eth domain holders would not face a migration deadline and could continue to keep and use their registered domains. According to ChainCatcher, the proposal also calls for ENS Labs to transfer its remaining ENSv2 administrative roles to ENS DAO, handing related governance authority to the community.

Bitdeer AI, a subsidiary of Bitcoin miner Bitdeer, has signed an 8-year agreement in Malaysia to build a 60 MW A103 AI cloud data center, with power expected to come online in the first quarter of 2028. According to ChainCatcher, the facility will join the existing A101 and A102 data centers to form the Cyberjaya campus, lifting total capacity to about 71.5 MW.
Bitdeer AI has secured 333.5 MW of its 350 MW global capacity target, or about 95%, and said its AI cloud business has more than $10 billion in projects under development.

DeFi Development said its SOL and SOL-equivalent holdings increased by about 22,070 tokens over the past week, bringing total holdings to about 2,586,282 tokens. According to Foresight News, the Solana treasury company disclosed the update in a statement on its holdings.