October 14, 2026 Market Morning Brief

BTC and ETH both posted gains over the rolling 24-hour period this morning, while NEAR remained weak. Key news includes a new move in Ledger’s sales channels and minutes from a central bank highlighting inflationary pressures. The following news covers the period from 00:00 on October 13 to 07:00 on October 14.

【Top Stories】
1. Ledger announced a suspension of sales through some channels. On the 13th, the company said it had coordinated with MediaMarktSaturn to suspend sales of Ledger devices at the retailer’s stores and online while it continues investigating reports from German users of devices being tampered with. The company said no funds had been reported lost in the German case. The announcement applies to this retail channel; implementation and the investigation’s findings remain to be seen.
2. Minutes from the Reserve Bank of Australia continued to flag inflation risks. Minutes from the September meeting, released on the 13th, showed that energy costs, AI-related demand, and domestic capacity constraints had increased the risk of inflation remaining elevated, and that further rate hikes could be needed. This was a new disclosure about the September policy discussion, not another rate hike on the 13th.
3. Sui’s devnet added support for post-quantum signatures. The official devnet-v1.82.0 release added ML-DSA-65, supporting the submission and verification of transactions using these signatures, as well as their use by multisig members. This development is on the devnet and should not be described as an upgrade already completed for mainnet accounts; testing, security reviews, and deployment progress are worth watching.
4. Spot ETH ETFs continued to see outflows. According to SoSoValue, as reported by Odaily, net outflows in the U.S. on October 12 local time totaled $85.3954 million, including $75.0682 million from BlackRock’s ETHA. These figures cover a disclosed trading day and use a different measurement window from this morning’s rolling 24-hour price changes.

【Hong Kong Stocks】
October 13 close: Hang Seng Index at 24,345, up 74 points or 0.3%; Hang Seng Tech Index at 4,136, down nearly 1%. The Hang Seng Index and the tech index moved in different directions, so the performance of all tech stocks cannot be summed up as a small gain for the broader market.

【Securities Markets】
A-share market close on October 13: Shanghai Composite at 3,800 (+0.1%), Shenzhen Component at 12,353 (-0.25%), ChiNext at 2,958 (-0.18%).
U.S. market close on October 13 local time: Dow at 51,670 (-0.35%), S&P 500 at 7,805, down 1 point, and Nasdaq at 27,204 (-0.15%). All three major indices closed lower.

【Popular Tokens】
Sampled from Binance spot at 07:03:55 Beijing time on October 14. Prices are in USDT; figures in parentheses show rolling 24-hour changes:
$BTC 83355.56 (+1.45%); $ETH 2503.91 (+1.54%); $SOL 106.70 (+0.32%); NEAR 5.04 (-0.83%); ZEC 1219.64 (+1.62%).
Of these five tokens, only NEAR fell. SOL’s trading volume over the current rolling 24-hour period was approximately 301 million USDT.