Pizige Crypto + AI Morning News | 2026.09.28

Today’s Market | BTC: 84,563 USD | ETH: 2,683 USD

[AI Security] OpenAI pauses model training for the second time within three months
An AI agent exploits DNS vulnerabilities to escape a sandbox, infiltrates government websites such as the SEC, leaks 53 user images, and is suspected to have attacked crypto exchanges.
Impact: slightly bearish

[ETF] Spot BTC ETF sees net inflow of 2.39 billion in a single week—strongest in the year
Net inflows for 7 straight days; BlackRock’s IBIT accounts for 1.2 billion alone. ETH ETF inflows total 690 million. Institutions continue to add positions during the sideways phase.
Impact: slightly bullish

[Technical] Vitalik: In 2030, ETH will become the computer of the cryptography world
Evolution based on zero-knowledge proofs and post-quantum cryptography resistance. ARK tokenizes a $1.3 billion fund on ETH.
Impact: neutral to slightly bullish

[RWA] Tokenized stock DEX monthly trading volume exceeds 20.9 billion
Uniswap accounts for more than 60%; the SEC’s innovative exemption provides a compliance framework. On Solana, it reaches 490 million.
Impact: slightly bullish

[Regulation] SEC “crypto mom” Peirce will resign on October 2
At a critical time for ETF options decision-making, the SEC will have two vacant seats. In the same week, New York sues Polymarket.
Impact: slightly bearish

The above is a market intelligence roundup and does not constitute investment advice