Chain Intelligence

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.

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.

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.

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.

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.

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.

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.

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.

11 U.S. Democratic senators urged the Senate Banking Committee to hold a hearing on the forecast market

On September 24, 11 Democratic senators from the U.S. Senate Banking Committee are urging committee chairman Tim Scott to hold a hearing on the forecast market.

The committee plans to hold a forecasting market roundtable next week, attended only by Republican lawmakers. The roundtable will focus on the securities forecast market, and representative Kalshi is expected to attend.

At present, the main regulatory authority of the forecasting market belongs to the Senate Agriculture Committee and the Commodity Futures Trading Committee (CFTC). The Banking Committee intends to hold relevant discussions this time, which is regarded as its further intervention in forecasting market issues.

The market value of Agrippa, the meme coin that Zuckerberg is concerned about, has exceeded 10 million US dollars.

On September 23, according to the GMGN market, the market value of Robinhood chain Agrippa exceeded 10 million US dollars, with a 24-hour increase of 38.6 times, a turnover of 23 million US dollars and a current market value of 8.7 million US dollars.

This morning, Zuckerberg, the founder of Meta, followed the Muse concept Robinhood chain meme coin Agrippa account on the X platform, causing the token to rise violently by 30 times.

The meme coin was inspired by Zuckerberg's personal Muse AI agent named Agrippa. The meme coin Agrippa is issued through bankrbot, with the musebook token as the base pool. Recently, Meta's Muse has been popular, triggering the enthusiasm of the encryption community for the hype of relevant concept coins.

Breed VC raised $15 million for the second crypto fund, and FalconX and others participated in it.

On September 23, Breed VC raised $15 million for the second crypto fund, including FalconX, Hutt Capital, Arrington Capital, and Castle Islan. Nic Carter of d Ventures, Rob Hadick of Dragonfly and Jake Brukhman of CoinFund.

The fund mainly invests in crypto startups in the "Day Zero", Pre-Seed and Seed stages, with a single investment of $250,000 to $750,000, focusing on open financial infrastructure and decentralized AI, and plans to be completed in the next 3 to 4 years. Deploy. The first fund of Breed VC was launched in 2023, and the investment has been completed. The portfolio includes Monad, Ethena, Agora, MyPrize and Nous Research.

In the past 4 hours, the whole network has exploded 57.435,300 US dollars, mainly bursting multiple orders.

On September 22, according to Coinglass data, in the past 4 hours, the whole network burst 57.435,300 US dollars, including 40,994 million US dollars in long orders and 16,441.11 million short orders.

In the past 24 hours, a total of 137,347 people around the world were shot, with a total amount of 1,059 billion US dollars. The largest single burst order occurred in Hyperliquid - BTC-USD with a value of 20,862,100 US dollars.