Regulation and On-Chain Capital Dynamics Intertwine
📰 Crypto Morning News | 2026-10-01 09:00
🔥 Major Events
1. MetaMask says there are no direct threat signs to the wallet — MetaMask disclosed that some infrastructure has been affected by security incidents, but so far no signs have been found that pose a direct threat to the wallet…
2. After the Iran–U.S. negotiations fail, Iran’s delegation is ordered to leave — According to AXIOS, after the Iran–U.S. negotiations stalled, Rubio instructed Iran’s UN representative delegation to leave the United States, and the move was described as a rare diplomatic rebuke.
📊 Market Data
1. Goldman Sachs pushes rate-hike expectations to December — Goldman said that the latest inflation data and remarks by the New York Fed chair led it to believe the odds of an October rate hike have declined…
2. U.S. 10-year Treasury yields hit a new high again — The yield on the U.S. 10-year Treasury rose to 5.29%, continuing to set the highest level since 2007, showing that the macro rate environment remains an important variable the market is watching.
3. Micron’s revenue guidance beats expectations — Micron Technology’s FY2026 Q4 revenue was $54.229 billion, above market expectations…
4. U.S. stocks: AI-related shares rise broadly — At market close, the Dow fell 0.86%, the S&P 500 fell 0.25%, and the Nasdaq rose 0.24%; AI-related stocks rose broadly…
5. Korea’s KOSPI falls deeper to 1% — According to market data, the KOSPI’s decline on October 1 widened to 1%; Samsung Electronics and SK Hynix both fell more than 1%…
6. Spot silver slips below $60 — According to market data, spot silver fell below $60 per ounce, the first time since August 5; the intraday drop was 0.72%.
7. USD/JPY rises 0.33% — According to data, USD/JPY rose 0.33% on the day to 157.916; gold fell to $4,145.37 per ounce…
🏛️ Regulatory Policy
1. The U.S. SEC plans to loosen private investment thresholds — The U.S. SEC proposed a reform plan to expand the channels for individual investors to enter the private market, and to allow some advisers to charge performance fees of up to 20%…
2. ESMA plans to expand the scope of MiCA regulation — The European Securities and Markets Authority proposed bringing DeFi entry points, staking, and crypto lending services under the MiCA framework…
3. Kashkari expects one more rate hike this year — Minneapolis Fed chair Kashkari said inflation is still around 3% and the economy is strong, and he expects one more rate hike this year and another in 2027…
💡 Project Updates
1. Aave says the market was not affected by the MetaMask incident — Aave founder Stani said the team is working with Lido regarding MetaMask…
2. Circle mints 750 million USDC on the Solana chain in 24 hours — According to monitoring, Circle’s USDC Treasury address minted 250 million USDC on the Solana chain…
3. Ripple unlocks 1 billion XRP — According to on-chain monitoring, Ripple has completed the unlocking of 1 billion XRP via custodial accounts, with a total value of about $1.49 billion…
4. HyperLabs address applies to redeem 3.75 million HYPE — According to monitoring, the Hyperliquid dev team HyperLabs address applied from staked collateral for redemption of 3.75 million HYPE about 8 hours ago…
5. Multicoin suspected to transfer $8.34 million worth of HYPE for sale — According to monitoring, a wallet related to Multicoin Capital deposited 92…
6. Solana treasury company HSDT completes a $15 million issuance — Solana treasury company HSDT has priced its $15 million stock issuance plan; the issue price is at a 5% premium to NAV…
7. OUSD launches: circulating supply exceeds 470 million tokens in 2 hours — Open Standard USD stablecoin OUSD launched, with an all-chain supply of about 477.3 million tokens within 2 hours…
8. Robinhood plans to expand the number of stock tokens — Robinhood CEO said there are currently about 200 stock tokens, and the company plans to expand the selection range to thousands…
9. Robinhood says its perpetual products depend on the regulatory framework — Robinhood CEO said its perpetual contract trading volume has exceeded $1 billion and it supports perpetual contracts both on-chain and off-chain…
10. A certain whale buys more, main wallet holds $66.19 million worth of ZEC — According to monitoring, the whale withdrew 2,000 ZEC from Binance worth about $2.82 million and aggregated it to a primary accumulation address…
11. SI developer reportedly sells 32% of the supply — Bubblemaps said the SI developer obtained 32% of the supply across multiple wallets, and then sold all tokens for about $24,000…
📊 Market Overview:
BTC $83,465 (+0.09%), funding rate 0.0061%
ETH $2,683.07 (+0.44%), funding rate 0.0056%
📍 Daily buy/sell levels:
$BTC daily sell point $85,173 | daily buy point $82,441
$ETH daily sell point $2,729.71 | daily buy point $2,647.94
BNB daily sell point $780.95 | daily buy point $757.55
$BTC #BTC $ETH #ETH
📰 Crypto Morning News | 2026-10-01 09:00
🔥 Major Events
1. MetaMask says there are no direct threat signs to the wallet — MetaMask disclosed that some infrastructure has been affected by security incidents, but so far no signs have been found that pose a direct threat to the wallet…
2. After the Iran–U.S. negotiations fail, Iran’s delegation is ordered to leave — According to AXIOS, after the Iran–U.S. negotiations stalled, Rubio instructed Iran’s UN representative delegation to leave the United States, and the move was described as a rare diplomatic rebuke.
📊 Market Data
1. Goldman Sachs pushes rate-hike expectations to December — Goldman said that the latest inflation data and remarks by the New York Fed chair led it to believe the odds of an October rate hike have declined…
2. U.S. 10-year Treasury yields hit a new high again — The yield on the U.S. 10-year Treasury rose to 5.29%, continuing to set the highest level since 2007, showing that the macro rate environment remains an important variable the market is watching.
3. Micron’s revenue guidance beats expectations — Micron Technology’s FY2026 Q4 revenue was $54.229 billion, above market expectations…
4. U.S. stocks: AI-related shares rise broadly — At market close, the Dow fell 0.86%, the S&P 500 fell 0.25%, and the Nasdaq rose 0.24%; AI-related stocks rose broadly…
5. Korea’s KOSPI falls deeper to 1% — According to market data, the KOSPI’s decline on October 1 widened to 1%; Samsung Electronics and SK Hynix both fell more than 1%…
6. Spot silver slips below $60 — According to market data, spot silver fell below $60 per ounce, the first time since August 5; the intraday drop was 0.72%.
7. USD/JPY rises 0.33% — According to data, USD/JPY rose 0.33% on the day to 157.916; gold fell to $4,145.37 per ounce…
🏛️ Regulatory Policy
1. The U.S. SEC plans to loosen private investment thresholds — The U.S. SEC proposed a reform plan to expand the channels for individual investors to enter the private market, and to allow some advisers to charge performance fees of up to 20%…
2. ESMA plans to expand the scope of MiCA regulation — The European Securities and Markets Authority proposed bringing DeFi entry points, staking, and crypto lending services under the MiCA framework…
3. Kashkari expects one more rate hike this year — Minneapolis Fed chair Kashkari said inflation is still around 3% and the economy is strong, and he expects one more rate hike this year and another in 2027…
💡 Project Updates
1. Aave says the market was not affected by the MetaMask incident — Aave founder Stani said the team is working with Lido regarding MetaMask…
2. Circle mints 750 million USDC on the Solana chain in 24 hours — According to monitoring, Circle’s USDC Treasury address minted 250 million USDC on the Solana chain…
3. Ripple unlocks 1 billion XRP — According to on-chain monitoring, Ripple has completed the unlocking of 1 billion XRP via custodial accounts, with a total value of about $1.49 billion…
4. HyperLabs address applies to redeem 3.75 million HYPE — According to monitoring, the Hyperliquid dev team HyperLabs address applied from staked collateral for redemption of 3.75 million HYPE about 8 hours ago…
5. Multicoin suspected to transfer $8.34 million worth of HYPE for sale — According to monitoring, a wallet related to Multicoin Capital deposited 92…
6. Solana treasury company HSDT completes a $15 million issuance — Solana treasury company HSDT has priced its $15 million stock issuance plan; the issue price is at a 5% premium to NAV…
7. OUSD launches: circulating supply exceeds 470 million tokens in 2 hours — Open Standard USD stablecoin OUSD launched, with an all-chain supply of about 477.3 million tokens within 2 hours…
8. Robinhood plans to expand the number of stock tokens — Robinhood CEO said there are currently about 200 stock tokens, and the company plans to expand the selection range to thousands…
9. Robinhood says its perpetual products depend on the regulatory framework — Robinhood CEO said its perpetual contract trading volume has exceeded $1 billion and it supports perpetual contracts both on-chain and off-chain…
10. A certain whale buys more, main wallet holds $66.19 million worth of ZEC — According to monitoring, the whale withdrew 2,000 ZEC from Binance worth about $2.82 million and aggregated it to a primary accumulation address…
11. SI developer reportedly sells 32% of the supply — Bubblemaps said the SI developer obtained 32% of the supply across multiple wallets, and then sold all tokens for about $24,000…
📊 Market Overview:
BTC $83,465 (+0.09%), funding rate 0.0061%
ETH $2,683.07 (+0.44%), funding rate 0.0056%
📍 Daily buy/sell levels:
$BTC daily sell point $85,173 | daily buy point $82,441
$ETH daily sell point $2,729.71 | daily buy point $2,647.94
BNB daily sell point $780.95 | daily buy point $757.55
$BTC #BTC $ETH #ETH
