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ABD’de işlem gören spot Bitcoin ETF‘lerinde (borsa yatırım fonları) sermaye çıkışları hız kesmeden devam ediyor. Kripto para piyasasında dalgalanmalar sürerken 8 Ekim işlem gününde fonlardan 244,1 milyon dolarlık net çıkış gerçekleşti. Böylece Bitcoin ETF’lerindeki negatif fon akışı üst üste ikinci işlem gününe taşınırken son beş günlük toplam net çıkış 510,1 milyon dolara ulaştı. Özellikle Fidelity fonunda yaşanan yüksek miktarlı çıkışlar, kurumsal yatırımcıların Bitcoin’e yönelik kısa vadeli yaklaşımını yeniden gündeme getirdi.

Bitcoin ETF’lerinden 244 Milyon Dolarlık Çıkış Gerçekleşti ABD spot Bitcoin ETF piyasasında satış baskısı devam ederken 8 Ekim tarihinde toplam 244,1 milyon dolarlık net sermaye çıkışı kaydedildi. Bir önceki işlem gününde yaşanan 484,9 milyon dolarlık çıkışın ardından negatif akışın ikinci güne taşınması, yatırımcıların riskli varlıklara yönelik temkinli yaklaşımını ortaya koydu. Son beş işlem günü değerlendirildiğinde ise Bitcoin ETF’lerinden toplam 510,1 milyon dolarlık net çıkış gerçekleşti. Bu gelişme, kurumsal yatırımcı talebinin kısa vadede zayıfladığına yönelik değerlendirmeleri artırdı.

İlginizi Çekebilir:Ethereum’da Düşüş Alarmı: 2.100 Dolar Uyarısı!

Fon bazındaki verilere bakıldığında en yüksek sermaye çıkışının Fidelity Wise Origin Bitcoin Fund (FBTC) tarafında gerçekleştiği görülüyor. Fidelity’nin spot Bitcoin ETF’sinden tek işlem gününde 197,1 milyon dolarlık net çıkış kaydedildi. Aynı dönemde ARK 21Shares Bitcoin ETF (ARKB) 20,3 milyon dolarlık, Bitwise Bitcoin ETF (BITB) ise 17,7 milyon dolarlık net çıkış yaşadı. Özellikle Fidelity fonundaki yüksek tutarlı hareket, Bitcoin ETF piyasasında yaşanan sermaye çıkışlarının önemli bir bölümünü oluşturdu.

Spot Bitcoin ETF’lerinde Toplam Net Giriş 57 Milyar Doları Aştı Kısa vadede yaşanan sermaye çıkışlarına rağmen ABD spot Bitcoin ETF’lerinin piyasaya sürüldükleri tarihten bu yana elde ettiği toplam net giriş güçlü seviyelerde kalmaya devam ediyor. Açıklanan verilere göre fonların kümülatif net sermaye girişi 57 milyar 157 milyon dolar seviyesinde bulunuyor. Bu tablo, son günlerdeki negatif fon akışına rağmen Bitcoin ETF’lerine uzun vadede önemli miktarda sermaye yönlendirildiğini gösteriyor. Bununla birlikte yeni çıkışların devam etmesi, toplam net giriş miktarının azalmasına ve piyasa duyarlılığının zayıflamasına neden olabilir.

Spot Bitcoin ETF’lerinde üst üste yaşanan sermaye çıkışları, Bitcoin fiyatının kısa vadeli hareketleri açısından yakından takip ediliyor. Özellikle kurumsal yatırımcıların fonlardan para çekmeye devam etmesi, BTC üzerindeki satış baskısını artırabilecek faktörler arasında değerlendiriliyor. Buna karşılık ETF girişlerinin yeniden pozitife dönmesi, piyasa güveninin toparlanmasına ve Bitcoin talebinin güçlenmesine katkı sağlayabilir. Yatırımcılar, önümüzdeki işlem günlerinde Fidelity, BlackRock ve diğer büyük fonların sermaye hareketlerini takip ederek Bitcoin piyasasının yönüne ilişkin yeni sinyaller arayacak.

Değerlendirme ABD spot Bitcoin ETF’lerinden son beş işlem gününde 510,1 milyon dolarlık net çıkış yaşanması, kripto para piyasasında kurumsal fon akışlarının önemini bir kez daha ortaya koydu. Fidelity fonundaki 197,1 milyon dolarlık çıkış dikkat çekerken toplam kümülatif net girişlerin 57 milyar doların üzerinde kalması, uzun vadeli sermaye birikiminin sürdüğünü gösteriyor. Önümüzdeki süreçte Bitcoin ETF giriş ve çıkışları, BTC fiyatı ve genel piyasa duyarlılığı açısından önemli göstergeler arasında yer almaya devam edecek.

Son Dakika kripto para haberleri için hemen tıkla.

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NEAR has entered the top 20 cryptocurrencies by market capitalization, surpassing Stellar, with a 138% increase in the last 30 days.

While the cryptocurrency market as a whole is experiencing selling pressure, NEAR Protocol’s native token has attracted investor attention with its strong performance. According to CoinGecko data, NEAR has gained approximately 138% in value over the past 30 days, placing it among the top 20 cryptocurrencies by market capitalization.

As of the time of writing, NEAR’s market capitalization had reached $7.2 billion, with a daily trading volume of $1.2 billion. This surge puts the token ahead of Stellar, which has a market capitalization of approximately $7 billion.

One of the key developments behind the rally was the growth of the NEAR Intents protocol, which enables transactions across different blockchains. The protocol’s cumulative transaction volume exceeded $31 billion. NEAR Intents allows users or AI agents to perform asset swaps and transfers between chains without directly dealing with complex bridging operations.

On the institutional side, the launch of the first US spot NEAR investment product attracted attention. Launched by Bitwise and traded on the NYSE Arca under the ticker symbol NRR, the product allows investors to access the NEAR price without directly holding the token.

It’s important to remember that the rise isn’t entirely risk-free. NEAR Intents’ deposit and withdrawal infrastructure was recently compromised with a $3.8 million attack. The project team announced that all stolen funds have been recovered. While the swift resolution of the incident eased market concerns, infrastructure security remains closely monitored.

NEAR’s future performance may be determined by ETF demand, the sustainability of Intents trading volume, and potential profit-taking following the rise. While the 138% increase indicates strong momentum, such rapid increases also raise the risk of volatility.

*This is not investment advice.

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XRP, yaklaşık bir haftadır 1,46-1,56 dolar aralığında sıkışmış durumda. Analist ChartNerd’e göre bu dar bant yakında kırılabilir. Yukarı yönlü kırılma gelirse 1,80-2 dolar bölgesi gündeme gelebilir. Ancak bunun öncesinde XRP’nin bazı dirençleri aşması ve kırdığı seviyeyi destek olarak koruması gerekiyor.

Analistin izlediği en önemli çizgi ise haftalık grafikteki 50 haftalık EMA. XRP’nin yedi haftadır bu ortalamanın altında kalması, yükseliş senaryosunun henüz teyit edilmediğini gösteriyor.

XRP 2 Dolara Çıkabilir mi? ChartNerd, 7 Ekim’de paylaştığı videoda XRP’nin mevcut görünümünü nötr olarak değerlendirdi. Fiyat, aşağı eğimli direnç ile yatay destek arasında sıkışmış durumda.

XRP yaklaşık bir haftadır 1,46-1,56 dolar arasında hareket ediyor. Token daha önceki 1,70 dolarlık zirveyi geri alamadı ve bunun altında daha düşük bir tepe oluşturdu.

Geçmişte yukarı yönlü iğnelerin ardından kalıcı olmayan kırılmalar yaşanması da analistin temkinli kalmasına neden oluyor. ChartNerd, bu kez yalnızca direnç üzerindeki kısa süreli hareketi yeterli görmüyor.

Analiste göre XRP önce direnci aşmalı. Ardından kırdığı bölgeyi destek olarak test etmeli ve son yerel zirvenin üzerine çıkmalı. Bu üç aşama gerçekleşmeden yükselişi teyit etmek için erken olabilir.

XRP, kaynakta verilen son fiyat verisinde 1,47 dolar civarında bulunuyor. Token son 24 saatte %1,5, son yedi günde ise yaklaşık %2 geriledi. Buna rağmen 30 günlük performans hâlâ yaklaşık %5 artıda. Günlük işlem hacmi de %32’ye yakın yükselerek 2,14 milyar dolar seviyesine ulaştı.

ChartNerd’in yükseliş senaryosu, 16 Eylül’deki 1,25 dolarlık dip ile 1,69-1,70 dolarlık zirve arasındaki hareket üzerinden oluşturulan Fibonacci seviyelerine dayanıyor. İlk hedef 1,80-2 dolar aralığı. Daha güçlü bir hareket halinde yaklaşık 2,05 dolar da gündeme gelebilir.

Ancak bunun önünde 1,65 dolar ve 1,69-1,70 dolar bölgelerinde direnç bulunuyor.

XRP’de Hangi Seviye Kırılırsa Yükseliş Güçlenir? Haftalık grafik, analistin en net sinyal olarak gördüğü bölgeyi gösteriyor. XRP yaklaşık yedi haftadır 50 haftalık EMA’nın altında hareket ediyor.

Buna karşılık yükselen 20 haftalık EMA fiyat için destek görevi görüyor. ChartNerd, 50 haftalık EMA’nın üzerinde kalıcı hareket ve özellikle birden fazla haftalık kapanış görülmesi halinde yükseliş senaryosunun güçleneceğini düşünüyor.

Aşağıda ise ilk haftalık destek 1,35 dolar seviyesinde. XRP 20 haftalık EMA’nın da altına gerilerse satış baskısı derinleşebilir. Bu durumda analistin takip ettiği sonraki bölgeler 1,20-1,10 dolar aralığında.

Dolayısıyla kısa vadeli senaryo iki ayrı seviyeye dayanıyor. Yukarıda 50 haftalık EMA’nın aşılması gerekiyor. Aşağıda ise 20 haftalık EMA’nın korunması önem taşıyor.

Binance’e Akan XRP Satış Sinyali mi? XRP için tabloyu karmaşıklaştıran bir başka veri de borsa hareketleri. Son 30 günde yaklaşık 1,6 milyar XRP Binance’e aktı. Bu, mart ayından bu yana görülen en yüksek 30 günlük giriş olarak kaydedildi.

Bu transferler tek başına yatırımcıların satış yaptığını kanıtlamıyor. Ancak fiyat zayıflarken Binance’e yönelik girişlerin sürmesi, piyasanın yakından izlediği bir risk unsuru oluşturuyor.

Buna karşılık XRP spot ETF’lerinde güçlü bir para akışı var. Ürünlerde 6 Ekim itibarıyla toplam net giriş 1,79 milyar dolara ulaştı. Aynı gün kaydedilen net giriş ise 3,14 milyon dolar oldu.

Böylece XRP aynı anda iki farklı veriyle karşı karşıya: Binance tarafında yüksek token girişleri sürerken ETF ürünleri toplamda 1,79 milyar dolarlık net giriş biriktirmiş durumda.

ChartNerd’in senaryosunda ilk büyük eşik 50 haftalık EMA, fiyat hedefinde ise 1,80-2 dolar bölgesi. XRP bu dirençleri aşamaz ve 20 haftalık EMA’yı da kaybederse görünüm tersine dönebilir. Önümüzdeki hareketin yönünü belirleyecek asıl gelişme, daralan fiyat aralığından çıkışın kalıcı olup olmayacağı olacak.

Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.

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The man who ran AI for Tesla’s humanoid robot has decided robots don’t need to look human after all.

Ashish Kumar, formerly the AI lead on Tesla’s Optimus program, has co-founded Intelligent Machines. The San Francisco startup builds non-humanoid industrial robots for specialized manufacturing and aerospace work.

A different shape, a different strategy Kumar spent roughly a year as Optimus AI lead before leaving Tesla in September 2025. His résumé also includes a brief tenure at Meta.

Now he is pursuing the opposite of a general-purpose humanoid. Intelligent Machines designs robots for narrow, demanding jobs. These are tasks that usually fall to highly skilled human workers.

The technical engine behind the startup is reinforcement learning. That is a training method where a robot improves through trial and error, earning feedback when it gets a task right. Kumar brings academic experience in the field from UC Berkeley, and the company is leaning on it to teach machines complex physical actions.

The startup is in the process of raising a seed round that could reach around $100 million. That would be an unusually large opening check for a company at this stage.

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Intelligent Machines has already recruited several former members of Tesla’s Optimus team.

The humanoid problem Tesla’s Optimus program is reportedly producing hundreds of units per week and targets a ramp to more than 1,000 units weekly by the end of 2026.

Much of that output is going toward testing and data collection rather than commercial sales.

The program has struggled with AI generalization. Optimus robots often need days to learn basic new tasks.

Tesla has collected over 500,000 hours of training data for the robots. Even with that library, tasks outside the training scope remain a stumbling block.

A pattern of departures Kumar’s exit fits into a broader trend of senior talent leaving the Optimus effort. Milan Kovac, the program’s VP, departed in June 2025.

Elon Musk has described robotics as potentially the company’s largest market opportunity. Optimus is meant to be a pillar of that vision.

What this means for the robotics race The core debate here is general-purpose versus specialized. Humanoid advocates argue that a human-shaped robot can slot into factories built for people, with no redesign needed. Specialists argue that most valuable industrial work is narrow enough that a custom machine wins on speed, reliability and cost.

The risks are real. Specialized robots have a smaller addressable market per design. Each new task may require new hardware, which limits scale. And reinforcement learning can be data-hungry and slow to transfer from simulation to the factory floor.

Tesla has manufacturing muscle, a growing data set, and a production target of more than 1,000 units weekly by the end of 2026.

The things to watch are concrete. First, whether Intelligent Machines closes its seed round at the reported scale. Second, whether more Optimus engineers follow Kumar out. Third, whether Tesla can show measurable progress on the generalization problem that has dogged its robots.

Disclosure: This article was edited by Diego Almada Lopez. For more information on how we create and review content, see our Editorial Policy.

A Near-$4 Billion Overnight Jump@LayerZero_Core recorded one of the largest single-day total value locked (TVL) movements seen in DeFi this year. Between October 2 and October 3, the protocol's TVL climbed from $7.85 billion to $11.71 billion, an increase of roughly $3.9 billion, or just under 49%, according to data from DefiLlama.

The exact driver behind the move has not been confirmed, though the timing coincides with a broader period of renewed interest in the protocol.

A Challenging Year, but Momentum BuildingThe TVL spike is a welcome development for a protocol that has navigated a difficult stretch in 2026. Earlier in the year, a $292 million exploit on a LayerZero-connected application prompted the team to overhaul its security model, deprecating single-verifier configurations and moving to a minimum of multiple independent verifiers as a new default.

Beyond security, LayerZero has been building toward a broader expansion. In February 2026, LayerZero Labs unveiled Zero, a standalone Layer-1 blockchain targeting institutional financial markets, with a mainnet launch expected in fall 2026. The chain is designed to handle up to two million transactions per second per zone using zero-knowledge proofs, with horizontal scaling potentially pushing total throughput to five million TPS.

On the token side, $ZRO has recovered sharply from its lows. A recurring open-market buyback program, institutional partnerships, and growing ecosystem activity have helped the token gain over 100% across a 30-day window heading into early October, though a scheduled token unlock of 23.63 million ZRO on October 20 remains a near-term overhang for traders to watch.

The TVL reading, combined with the protocol's improving market position, suggests that confidence in LayerZero's infrastructure role is returning, even if the precise catalyst for the October 2 to 3 surge remains unclear.

Sources:
Phemex: LayerZero V2 TVL Surges 48.53% in 24 Hours to $11.7 Billion
DefiLlama: LayerZero TVL and Protocol Metrics
Crypto Briefing: LayerZero Announces Zero Layer-1 Blockchain

Kain Warwick, the founder of Synthetix, has a blunt message for HYPE holders. The token, he says, comes with no investor protections, unlike traditional equities.

That critique lands on one of DeFi’s most closely watched assets. HYPE has been trading between $80 and $98, backed by a buyback machine that would make most public company CFOs jealous.

What Warwick is actually saying Warwick’s argument rests on a basic distinction. A share of stock is a legal claim on a company. A HYPE token is not.

HYPE holders have no legal claim on protocol revenue and none of the rights that come with traditional equity. The value they capture comes through code, not contracts.

Warwick also took aim at a specific piece of Hyperliquid’s economics. The exchange splits 50% of fees with external market builders, an arrangement he criticized as potentially unsustainable for revenue growth.

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His concern is that the split could weigh on the buyback strategy that supports HYPE. Fewer fees flowing to the protocol means fewer dollars available to buy tokens off the market.

How HYPE’s value engine works Hyperliquid is a decentralized perpetual futures exchange. It runs on its own Layer-1 blockchain, HyperCore, with support for HyperEVM.

The protocol’s Assistance Fund directs 97–99% of trading fees toward buying back and burning HYPE. Burning removes tokens from circulation permanently.

Recent yield inputs from AQAv2 contributed around $14.5M to the fund in early October 2026. That gives the buyback program another source of fuel beyond fees alone.

Background: a launch built on community ownership HYPE launched on November 29, 2024, with a fixed supply of 1 billion tokens. Notably, there was no allocation for venture capital investors.

Approximately 31% of the supply went to around 94,000 early users through an airdrop at genesis.

The founding team at Hyperliquid Labs, led by Jeff Yan, kept 23.8% for core contributors. Those tokens follow a vesting schedule with a one-year cliff, then monthly releases running until 2028.

In early October 2026, core contributors moved 3.75 million HYPE, valued at approximately $330M, with part of that handled through OTC sales. The research also links some unlock management to regulatory scrutiny from Singapore’s MAS alongside broader market dynamics.

What this means for HYPE holders Warwick’s warning is less about whether HYPE has value and more about what kind of value it is. Holders are relying on a mechanism, not a legal right.

Warwick’s criticism carries extra weight given his position. As the founder of Synthetix, he has spent years building in the same derivatives corner of DeFi that Hyperliquid now dominates.

Token holders cannot count on courts, disclosure rules, or fiduciary duties to protect them if the rules of the game shift. Core contributor tokens continue vesting monthly until 2028, and the 3.75 million HYPE moved in early October 2026 shows those unlocks are not theoretical.

Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.

Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.

Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.

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PONS Founder Buys Bitcoin Spot Again After More Than Three Years

PONS founder Ozzy said he bought some spot Bitcoin today, marking his first purchase of the asset since January 2023. According to HTX market data, Bitcoin is currently trading at $82,300, having pulled back roughly 6% from its recent high of $87,400.

5 minutes ago

Thailand has issued new regulatory rules for crypto ETFs, with the first phase only allowing such ETFs to invest in Bitcoin and Ethereum.

Thailand’s Securities and Exchange Commission (SEC) has released 11 regulatory rules concerning cryptocurrency ETFs, which will take effect on October 16. The first phase restricts ETF investments to Bitcoin and Ethereum, requiring a passive investment strategy. The annual average net exposure to a single crypto asset must not fall below 80% of the fund’s net assets, with assets held by regulated digital asset custodians. Additionally, the new rules permit mutual funds and private funds to invest in local Thai crypto ETFs, but bar securities firms from providing margin financing for such purchases. In the first phase, securities firms are prohibited from offering overseas crypto ETF investment services to clients other than institutional investors and ultra-high-net-worth individuals.

5 minutes ago

Bernstein projects TSMC's third-quarter revenue will reach 1.49 trillion New Taiwan Dollars, 3% higher than the market consensus.

Bernstein noted that sustained growth in artificial intelligence (AI) demand and resilient demand for high-end smartphones may continue to drive revenue growth for Taiwan Semiconductor Manufacturing Co. (TSM.N, TSMC). Calculated from monthly revenue figures, TSMC’s third-quarter revenue hit NT$1.49 trillion, 3% above the market consensus forecast. Bernstein projects TSMC’s U.S. dollar-denominated revenue will rise 41% this year. TSMC is poised to release its full third-quarter earnings report shortly, with investors closely monitoring its 2nm process capacity expansion, potential further expansion in the U.S., and its outlook for 2027. Bernstein’s prior forecast of 30% annual revenue growth for TSMC in 2027 and 2028 has upside potential.

5 minutes ago

ByteDance's TRAE merges two AI tools, TraeWork to cease services on October 23.

Beating AI News – ByteDance has announced the official merger of its AI office tool TraeWork and programming tool TraeCode into a new product named TRAE. The two previously separate clients will be unified under a single entry, offering two modes: Agent and IDE. The Agent mode enables AI to automatically advance tasks, while the IDE mode retains full code editing and debugging capabilities. The new Agent mode supports managing multiple projects simultaneously, scheduling multiple AI agents to work in parallel, and connecting to SSH remote development environments. Users can have AI handle end-to-end workflows from requirement analysis to page design, coding, testing and delivery, and switch to the IDE mode at any time for manual code modifications. Existing features including scheduled tasks, template libraries and office capabilities are also integrated, with cross-device support for desktop, web and mobile. ByteDance stated that chat history, account information, local data, login status and business points will be automatically migrated after the upgrade. TraeWork users need to manually initiate the upgrade in the client, while TraeCode users will receive automatic updates. The official documentation clarifies that TraeWork will be discontinued on October 23, and users who fail to upgrade by then will no longer be able to access it. However, some developers have expressed dissatisfaction with the new version. Users in TRAE’s official community have reported that the software now defaults to the Agent workspace; the previously commonly used IDE mode requires manual switching, and there is currently no option to adjust the default startup mode.

5 minutes ago

Doubao adds water, electricity, and gas utility bill payment services; is the prototype of a super app taking shape?

News flash from Dong察 Beating AI: Doubao App has added a new "Life Payments" feature. When users type "pay electricity bill" or "pay water bill" in the chat box, Doubao will pop up a service card; clicking it leads to the page for settling water, electricity, and gas bills, eliminating the need to look for payment entry points in other apps. However, the feature is not available in all regions yet. Even if the service is accessible in their city, users still need to link their account number, confirm, and complete the payment – it does not support automatic deduction with just a single command. A source close to Doubao told The Paper that the app is gradually expanding service capabilities for daily affairs, including travel booking and life payments. Previously, Doubao had already integrated services such as flight tickets, train tickets, and ride-hailing.

5 minutes ago

Cardano Founder Refutes Vitalik: Lattice-Based Cryptography Should Not Be Abandoned Over AI Concerns

Cardano founder Charles Hoskinson has published a post refuting Ethereum co-founder Vitalik Buterin’s views on post-quantum cryptography shared two days ago. Buterin argued that AI-driven advances in mathematical research could weaken the concrete security of lattice-based cryptography (including ML-DSA and FHE), adding that Ethereum’s lean roadmap is shifting to pure hash signatures as a result. He also recommended roughly doubling the key length for lattice-based schemes, and advised privacy protocols to place encrypted notes off-chain as much as possible. Hoskinson countered that this judgment lacks verifiable attacks and cost models. He noted that number field sieve methods cannot be simply analogized to lattice problems; the parameters of ML-KEM and ML-DSA have already accounted for decades of sieve and enumeration attacks, and quantum attacks on ideal lattices have not yet affected current modular lattice schemes. On the contrary, hashes like Ethereum’s Poseidon have stronger algebraic structures. Hoskinson further argued that abandoning the already deployed hybrid ML-KEM before any attacks emerge would instead keep traffic on classical cryptography longer, exacerbating the "steal now, decrypt later" risk.

5 minutes ago

Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.

Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.

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TL;DR: Strategy will report third-quarter 2026 results after US markets close on October 29 and hold a live webinar at 5 p.m. Eastern Time. The update will give investors the next full financial snapshot of the world’s largest corporate Bitcoin treasury.

The most closely watched corporate Bitcoin balance sheet has a date for its next full update.

Strategy said Thursday that it will report third-quarter 2026 financial results after US markets close on October 29, followed by a live video webinar at 5 p.m. Eastern Time.

Ordinarily, an earnings date is routine corporate housekeeping.

Strategy is no longer an ordinary corporate earnings story.

The company has built its identity around holding and financing Bitcoin at a scale no other listed operating company has matched. Its quarterly results now function as a window into how the corporate Bitcoin treasury model behaves through different market conditions.

Investors will be watching several things.

The obvious one is the size and value of Strategy‘s BTC position at the end of the quarter.

But the more important questions increasingly sit around the financing machinery used to build that position.

Strategy has used common equity, convertible debt and several classes of preferred securities to raise capital for Bitcoin purchases. That means its results are as much about capital structure as they are about the price of BTC.

The company has also promoted metrics intended to show whether its Bitcoin holdings are growing faster than the dilution required to finance them.

Those measures have become a central part of management’s argument that Strategy is not simply a passive holding vehicle.

October’s results will therefore give investors a chance to assess how the model performed during a quarter in which Bitcoin prices, funding conditions and institutional flows all moved considerably.

The call also matters beyond Strategy shareholders.

A growing number of public companies have copied parts of the Bitcoin treasury approach, often with much smaller balance sheets and less access to capital.

Strategy remains the benchmark against which those businesses are compared.

When its premium to underlying Bitcoin holdings expands, the company can often raise capital more efficiently. When that premium contracts, the economics become more challenging.

That feedback loop is one reason the quarterly balance sheet matters so much.

Michael Saylor‘s company has spent years arguing that Bitcoin can be used as the primary treasury reserve asset of a public corporation.

The market has largely moved past debating whether Strategy itself is committed to that idea.

The question is how the financial structure performs over time.

October 29 will provide the next detailed answer.

Strategy said a replay of the webinar will be available through its investor relations site shortly after the event.

For Bitcoin investors, it will be one of the few corporate earnings calls where the underlying cryptocurrency is likely to matter as much as the operating business.

Disclaimer: The information found on NewsBTC is for educational purposes only. It does not represent the opinions of NewsBTC on whether to buy, sell or hold any investments and naturally investing carries risks. You are advised to conduct your own research before making any investment decisions. Use information provided on this website entirely at your own risk.

OpenAI’s recent release of hundreds of machine-generated mathematical results has prompted a senior blockchain researcher to urge the industry toward a cautious defensive posture.

On October 7, 2026, Justin Drake, a researcher associated with the Ethereum Foundation whose work also addresses Bitcoin security assumptions, publicly called on holders and institutions to begin planning what he termed “bunker mode.”

The trigger was OpenAI’s October 6 publication of a large batch of findings produced by an internal frontier model.

Reporting on the release described roughly 722 manuscripts spanning about 372 families of results, covering areas such as number theory, geometry, combinatorics, and theoretical computer science.

OpenAI indicated that the model had been evaluated on thousands of problems, that many proofs were accompanied by machine-checkable formalizations, and that the average result consumed compute comparable to a few hours of advanced reasoning time.

Earlier related work had included challenges to long-standing conjectures and rapid progress on difficult open problems.

Drake interpreted the pace as evidence that mathematical capabilities are advancing faster than many cryptographic timelines assumed.

In a public post, he recommended a controlled migration of assets toward fresh addresses whose public keys remain concealed behind a hash until they are used.

Large and sophisticated holders, he suggested, should move the bulk of funds to addresses that have never signed a transaction.

After any spend, remaining balances should be shifted again to a new unused address, potentially derived from the same seed.

He stressed that the step does not require new wallets or novel cryptography and should be carried out without haste or panic, because a rushed transfer could itself cause losses.

Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash.

Holders, starting with large…

— Justin Drake (@drakefjustin) October 7, 2026

Drake argued it is now reasonable to prepare for the possibility that the Elliptic Curve Digital Signature Algorithm (ECDSA)—the scheme securing most Bitcoin and Ethereum transactions—could be broken before practical quantum computers arrive.

In his worst-case framing, fast private key recovery from an exposed public key, on the order of a week using available hardware such as a large GPU cluster, might occur in months rather than years.

He noted that elliptic curves contain algebraic structure that could, in principle, admit unexpected classical attacks, unlike hash functions designed to minimize such structure.

OpenAI’s materials did not claim any attack on ECDSA or RSA; the short timeline remains Drake’s conjecture, not a demonstrated break.

He pointed to trackers of already-exposed Bitcoin public keys and singled out major custodians as candidates to harden cold storage first.

Smaller wallets, he added, retain partial cover from the large set of early exposed addresses.

Critical signers such as oracles could rotate keys or combine signatures with hash-based schemes.

Longer term, he favored moving toward cryptography that relies on hashes rather than structured mathematical assumptions.

The episode fits a wider unease among security professionals.

As AI systems are adopted across research, operations, and infrastructure, assumptions about how long current digital platforms and financial services will remain safe are being reexamined ahead of 2027 and beyond.

Exposed keys, long-lived signatures, and reliance on algebraic hardness are receiving fresh scrutiny even where no immediate exploit has been shown. Drake’s call is therefore best read as a precautionary operational suggestion amid accelerating mathematical automation, not as confirmation that existing wallets have already been compromised.

Table of contents

EDX Markets, the institution-only digital asset venue backed by Wall Street trading and venture capital firms, will list Verified Bitcoin (vBTC) for institutional spot trading, the company announced on October 8. Under the partnership with VerifiedX, EDX will also join the VerifiedX network as a validator, extending its role from trading venue into the infrastructure that secures the token. The move deepens Wall Street’s push into tokenized Bitcoin, letting institutions put BTC to work across trading, lending, and decentralized finance without surrendering the underlying asset.

A 1:1-Backed, Programmable Bitcoin vBTC is a tokenized form of Bitcoin built on VerifiedX‘s layer-2 protocol. Each token is collateralized one-to-one by native BTC, with Taproot addresses embedded in every token and a direct redemption path back to Bitcoin. VerifiedX positions vBTC as self-custodial and non-synthetic, targeting institutional workflows such as price discovery, cross-market arbitrage, treasury and balance-sheet mobility, and borrowing and lending. Rather than creating economic exposure to Bitcoin without a direct path to the underlying asset, vBTC is built around continuous ownership, utilization and redemption. A canonical EVM representation, vBTC.b, extends the same redemption path to supported Ethereum-compatible environments.

EDX Takes a Validator Role Rather than simply listing a new asset, EDX Markets will validate transactions and participate in governance on the VerifiedX network. The arrangement is designed to let institutions keep direct control over the threshold-signing environment securing their Bitcoin instead of relying on a public signing pool, while EDX’s central clearinghouse reduces bilateral counterparty exposure for institutional participants. “Institutional adoption of digital assets increasingly depends on giving sophisticated market participants greater flexibility in how they trade, move and deploy capital,” said David Olsson, Chief Commercial Officer of EDX Markets.

What Changes for Institutions “Bitcoin does not need another financial abstraction. It needs infrastructure that allows the asset itself to do more,” said Jay Pollak, Head of Strategy at the VerifiedX Foundation. For allocators, the listing bridges EDX’s institutional market structure with programmable Bitcoin infrastructure, preserving native ownership and a direct redemption path. EDX said additional details on vBTC availability will be announced in the coming weeks, and that its products remain available only to institutions in the U.S. and certain other jurisdictions.

AUTHOR

Tokoni Uti is a Lagos-based writer with several years of experience. Her work has appeared in the Huffington Post, the Los Angeles Free Press and the San Diego Free press among others. She is a graduate of Bowen University.

PONS Founder Buys Bitcoin Spot Again After More Than Three Years

PONS founder Ozzy said he bought some spot Bitcoin today, marking his first purchase of the asset since January 2023. According to HTX market data, Bitcoin is currently trading at $82,300, having pulled back roughly 6% from its recent high of $87,400.

1 minutes ago

Thailand has issued new regulatory rules for crypto ETFs, with the first phase only allowing such ETFs to invest in Bitcoin and Ethereum.

Thailand’s Securities and Exchange Commission (SEC) has released 11 regulatory rules concerning cryptocurrency ETFs, which will take effect on October 16. The first phase restricts ETF investments to Bitcoin and Ethereum, requiring a passive investment strategy. The annual average net exposure to a single crypto asset must not fall below 80% of the fund’s net assets, with assets held by regulated digital asset custodians. Additionally, the new rules permit mutual funds and private funds to invest in local Thai crypto ETFs, but bar securities firms from providing margin financing for such purchases. In the first phase, securities firms are prohibited from offering overseas crypto ETF investment services to clients other than institutional investors and ultra-high-net-worth individuals.

1 minutes ago

Bernstein projects TSMC's third-quarter revenue will reach 1.49 trillion New Taiwan Dollars, 3% higher than the market consensus.

Bernstein noted that sustained growth in artificial intelligence (AI) demand and resilient demand for high-end smartphones may continue to drive revenue growth for Taiwan Semiconductor Manufacturing Co. (TSM.N, TSMC). Calculated from monthly revenue figures, TSMC’s third-quarter revenue hit NT$1.49 trillion, 3% above the market consensus forecast. Bernstein projects TSMC’s U.S. dollar-denominated revenue will rise 41% this year. TSMC is poised to release its full third-quarter earnings report shortly, with investors closely monitoring its 2nm process capacity expansion, potential further expansion in the U.S., and its outlook for 2027. Bernstein’s prior forecast of 30% annual revenue growth for TSMC in 2027 and 2028 has upside potential.

1 minutes ago

ByteDance's TRAE merges two AI tools, TraeWork to cease services on October 23.

Beating AI News – ByteDance has announced the official merger of its AI office tool TraeWork and programming tool TraeCode into a new product named TRAE. The two previously separate clients will be unified under a single entry, offering two modes: Agent and IDE. The Agent mode enables AI to automatically advance tasks, while the IDE mode retains full code editing and debugging capabilities. The new Agent mode supports managing multiple projects simultaneously, scheduling multiple AI agents to work in parallel, and connecting to SSH remote development environments. Users can have AI handle end-to-end workflows from requirement analysis to page design, coding, testing and delivery, and switch to the IDE mode at any time for manual code modifications. Existing features including scheduled tasks, template libraries and office capabilities are also integrated, with cross-device support for desktop, web and mobile. ByteDance stated that chat history, account information, local data, login status and business points will be automatically migrated after the upgrade. TraeWork users need to manually initiate the upgrade in the client, while TraeCode users will receive automatic updates. The official documentation clarifies that TraeWork will be discontinued on October 23, and users who fail to upgrade by then will no longer be able to access it. However, some developers have expressed dissatisfaction with the new version. Users in TRAE’s official community have reported that the software now defaults to the Agent workspace; the previously commonly used IDE mode requires manual switching, and there is currently no option to adjust the default startup mode.

1 minutes ago

Doubao adds water, electricity, and gas utility bill payment services; is the prototype of a super app taking shape?

News flash from Dong察 Beating AI: Doubao App has added a new "Life Payments" feature. When users type "pay electricity bill" or "pay water bill" in the chat box, Doubao will pop up a service card; clicking it leads to the page for settling water, electricity, and gas bills, eliminating the need to look for payment entry points in other apps. However, the feature is not available in all regions yet. Even if the service is accessible in their city, users still need to link their account number, confirm, and complete the payment – it does not support automatic deduction with just a single command. A source close to Doubao told The Paper that the app is gradually expanding service capabilities for daily affairs, including travel booking and life payments. Previously, Doubao had already integrated services such as flight tickets, train tickets, and ride-hailing.

1 minutes ago

Cardano Founder Refutes Vitalik: Lattice-Based Cryptography Should Not Be Abandoned Over AI Concerns

Cardano founder Charles Hoskinson has published a post refuting Ethereum co-founder Vitalik Buterin’s views on post-quantum cryptography shared two days ago. Buterin argued that AI-driven advances in mathematical research could weaken the concrete security of lattice-based cryptography (including ML-DSA and FHE), adding that Ethereum’s lean roadmap is shifting to pure hash signatures as a result. He also recommended roughly doubling the key length for lattice-based schemes, and advised privacy protocols to place encrypted notes off-chain as much as possible. Hoskinson countered that this judgment lacks verifiable attacks and cost models. He noted that number field sieve methods cannot be simply analogized to lattice problems; the parameters of ML-KEM and ML-DSA have already accounted for decades of sieve and enumeration attacks, and quantum attacks on ideal lattices have not yet affected current modular lattice schemes. On the contrary, hashes like Ethereum’s Poseidon have stronger algebraic structures. Hoskinson further argued that abandoning the already deployed hybrid ML-KEM before any attacks emerge would instead keep traffic on classical cryptography longer, exacerbating the "steal now, decrypt later" risk.

1 minutes ago

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MONACO, Oct. 08, 2026 (GLOBE NEWSWIRE) -- Crypto news is heating up around AlphaPepe as the countdown to its fifth CEX partnership reveal enters its final days. Four exchange partnerships have already been announced, and online communities are increasingly asking whether Binance or another Tier 1 venue could be the next name revealed.

That speculation is landing while the presale has crossed $2.92 million raised and 12,400 holders, giving the exchange story a much larger retail audience than it had earlier in the campaign. Bitcoin, meanwhile, has slipped below $83,000 as surging oil prices, higher Treasury yields and fresh crypto-security fears hit risk appetite.

AlphaPepe CEX Countdown Puts Binance Rumors in Focus

AlphaPepe says its fifth CEX partnership will be revealed in only a few days. That gives buyers a clear near-term catalyst after four exchange partnerships have already been announced.

The hidden identity is what is creating the buzz. Online communities have been discussing whether Binance or another Tier 1 exchange could be next, especially as AlphaPepe moves closer to its first public-market cycle.

The stronger part of the story is that exchange expansion is already happening before the chart exists. AlphaPepe is not waiting until after launch to start building distribution. The fifth CEX reveal is arriving while retail can still enter through the presale.

Why the Fifth CEX Reveal Matters More Now

The same exchange headline carries more weight when the crowd behind the token is already growing. AlphaPepe has crossed 12,400 holders and more than $2.92 million raised, so the next CEX announcement will land in front of an established presale community.

That gives the coming reveal a different feel from an early-stage rumor with no traction behind it. Four CEX relationships are already public, while the fifth name remains the missing piece retail is trying to guess.

If the reveal turns out to involve a major exchange, the announcement would arrive before $ALPE enters open-market price discovery. That is the timing advantage buyers are watching.

AlphaSwap Adds Substance Behind the Listing Hype

The exchange speculation is also backed by a product story. AlphaSwap Early Access is already live, and Auto-Trade registration is open before $ALPE reaches exchanges.

AlphaPepe is being built by an ex-Shibarium developer, giving the project a stronger technical background than many meme-led presales. That matters because a larger exchange footprint becomes more valuable when there is an ecosystem behind the token rather than listing hype alone.

With the fifth CEX reveal only days away, AlphaPepe now combines a near-term listing catalyst with a live AI DEX product while the token is still in presale.

Bitcoin Price Prediction Eyes $200,000 After Fresh Selloff

Bitcoin has been hit by a sharp risk-off move, falling below $83,000 as oil prices surged above $100 per barrel and Treasury yields climbed. Rising energy costs have revived inflation fears, which matters for crypto because higher inflation can keep interest rates elevated and drain demand from risk assets.

Another layer of anxiety arrived from the security side. Europol warned that crypto wallets are a primary area of exposure to future quantum attacks, while Ethereum researchers and Vitalik Buterin have also urged the industry to take AI-accelerated threats to cryptography seriously. Those warnings were not the main cause of Bitcoin’s drop, but they added a fresh fear narrative while the market was already under pressure.

For bulls, the selloff does not kill the larger-cycle thesis. A $200,000 Bitcoin target would require a powerful recovery, renewed liquidity and another institutional accumulation wave, but sharp shakeouts have historically been part of major crypto cycles.

AlphaPepe Turns the CEX Reveal Into the Immediate Catalyst

Bitcoin traders are debating whether the latest drop is another reset before a larger move. AlphaPepe buyers have a much nearer event to watch: the fifth CEX partnership reveal is only days away.

Four exchange partnerships are already announced, while Binance and Tier 1 speculation is spreading across online communities. Add 12,400+ holders, a live AlphaSwap Early Access product and an ex-Shibarium developer, and the next listing update has more behind it than a rumor alone.

The presale is still open at $0.03269 before $ALPE enters public price discovery. That leaves retail positioned ahead of the reveal rather than reacting after the next exchange name hits the market.

VISIT ALPHAPEPE OFFICIAL WEBSITE

FAQs

Could Binance be AlphaPepe’s fifth CEX partner?

Online communities are discussing whether Binance or another Tier 1 venue could be next as AlphaPepe moves within days of its fifth CEX partnership reveal.

What is the Bitcoin price prediction?

Bitcoin price prediction eyes $200,000 in an aggressive bull-cycle scenario if liquidity returns, institutional accumulation strengthens and BTC breaks back into price discovery.

What is AlphaSwap?

AlphaSwap is AlphaPepe’s AI DEX, already live in Early Access. Auto-Trade registration is also open before $ALPE reaches exchanges.

Contact:
Jack Duffy
[email protected]

Disclaimer: This content is provided by AlphaPepe. The statements, views, and opinions expressed in this content are solely those of the content provider and do not necessarily reflect the views of this media platform or its publisher. We do not endorse, verify, or guarantee the accuracy, completeness, or reliability of any information presented. We do not guarantee any claims, statements, or promises made in this article. This content is for informational purposes only and should not be considered financial, investment, or trading advice. Investing in crypto and mining-related opportunities involves significant risks, including the potential loss of capital. It is possible to lose all your capital. These products may not be suitable for everyone, and you should ensure that you understand the risks involved. Seek independent advice if necessary. Speculate only with funds that you can afford to lose. Readers are strongly encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions. However, due to the inherently speculative nature of the blockchain sector—including cryptocurrency, NFTs, and mining—complete accuracy cannot always be guaranteed. Neither the media platform nor the publisher shall be held responsible for any fraudulent activities, misrepresentations, or financial losses arising from the content of this press release. In the event of any legal claims or charges against this article, we accept no liability or responsibility. GlobeNewswire does not endorse any content on this page.

Legal Disclaimer: This media platform provides the content of this article on an "as-is" basis, without any warranties or representations of any kind, express or implied. We assume no responsibility for any inaccuracies, errors, or omissions. We do not assume any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information presented herein. Any concerns, complaints, or copyright issues related to this article should be directed to the content provider mentioned above.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/869d5e39-a08b-4b37-afd5-249d14d3314c

AlphaPepe

AlphaPepe Source: AlphaPepe

PONS Founder Buys Bitcoin Spot Again After More Than Three Years

PONS founder Ozzy said he bought some spot Bitcoin today, marking his first purchase of the asset since January 2023. According to HTX market data, Bitcoin is currently trading at $82,300, having pulled back roughly 6% from its recent high of $87,400.

1 minutes ago

Thailand has issued new regulatory rules for crypto ETFs, with the first phase only allowing such ETFs to invest in Bitcoin and Ethereum.

Thailand’s Securities and Exchange Commission (SEC) has released 11 regulatory rules concerning cryptocurrency ETFs, which will take effect on October 16. The first phase restricts ETF investments to Bitcoin and Ethereum, requiring a passive investment strategy. The annual average net exposure to a single crypto asset must not fall below 80% of the fund’s net assets, with assets held by regulated digital asset custodians. Additionally, the new rules permit mutual funds and private funds to invest in local Thai crypto ETFs, but bar securities firms from providing margin financing for such purchases. In the first phase, securities firms are prohibited from offering overseas crypto ETF investment services to clients other than institutional investors and ultra-high-net-worth individuals.

1 minutes ago

Bernstein projects TSMC's third-quarter revenue will reach 1.49 trillion New Taiwan Dollars, 3% higher than the market consensus.

Bernstein noted that sustained growth in artificial intelligence (AI) demand and resilient demand for high-end smartphones may continue to drive revenue growth for Taiwan Semiconductor Manufacturing Co. (TSM.N, TSMC). Calculated from monthly revenue figures, TSMC’s third-quarter revenue hit NT$1.49 trillion, 3% above the market consensus forecast. Bernstein projects TSMC’s U.S. dollar-denominated revenue will rise 41% this year. TSMC is poised to release its full third-quarter earnings report shortly, with investors closely monitoring its 2nm process capacity expansion, potential further expansion in the U.S., and its outlook for 2027. Bernstein’s prior forecast of 30% annual revenue growth for TSMC in 2027 and 2028 has upside potential.

1 minutes ago

ByteDance's TRAE merges two AI tools, TraeWork to cease services on October 23.

Beating AI News – ByteDance has announced the official merger of its AI office tool TraeWork and programming tool TraeCode into a new product named TRAE. The two previously separate clients will be unified under a single entry, offering two modes: Agent and IDE. The Agent mode enables AI to automatically advance tasks, while the IDE mode retains full code editing and debugging capabilities. The new Agent mode supports managing multiple projects simultaneously, scheduling multiple AI agents to work in parallel, and connecting to SSH remote development environments. Users can have AI handle end-to-end workflows from requirement analysis to page design, coding, testing and delivery, and switch to the IDE mode at any time for manual code modifications. Existing features including scheduled tasks, template libraries and office capabilities are also integrated, with cross-device support for desktop, web and mobile. ByteDance stated that chat history, account information, local data, login status and business points will be automatically migrated after the upgrade. TraeWork users need to manually initiate the upgrade in the client, while TraeCode users will receive automatic updates. The official documentation clarifies that TraeWork will be discontinued on October 23, and users who fail to upgrade by then will no longer be able to access it. However, some developers have expressed dissatisfaction with the new version. Users in TRAE’s official community have reported that the software now defaults to the Agent workspace; the previously commonly used IDE mode requires manual switching, and there is currently no option to adjust the default startup mode.

1 minutes ago

Doubao adds water, electricity, and gas utility bill payment services; is the prototype of a super app taking shape?

News flash from Dong察 Beating AI: Doubao App has added a new "Life Payments" feature. When users type "pay electricity bill" or "pay water bill" in the chat box, Doubao will pop up a service card; clicking it leads to the page for settling water, electricity, and gas bills, eliminating the need to look for payment entry points in other apps. However, the feature is not available in all regions yet. Even if the service is accessible in their city, users still need to link their account number, confirm, and complete the payment – it does not support automatic deduction with just a single command. A source close to Doubao told The Paper that the app is gradually expanding service capabilities for daily affairs, including travel booking and life payments. Previously, Doubao had already integrated services such as flight tickets, train tickets, and ride-hailing.

1 minutes ago

Cardano Founder Refutes Vitalik: Lattice-Based Cryptography Should Not Be Abandoned Over AI Concerns

Cardano founder Charles Hoskinson has published a post refuting Ethereum co-founder Vitalik Buterin’s views on post-quantum cryptography shared two days ago. Buterin argued that AI-driven advances in mathematical research could weaken the concrete security of lattice-based cryptography (including ML-DSA and FHE), adding that Ethereum’s lean roadmap is shifting to pure hash signatures as a result. He also recommended roughly doubling the key length for lattice-based schemes, and advised privacy protocols to place encrypted notes off-chain as much as possible. Hoskinson countered that this judgment lacks verifiable attacks and cost models. He noted that number field sieve methods cannot be simply analogized to lattice problems; the parameters of ML-KEM and ML-DSA have already accounted for decades of sieve and enumeration attacks, and quantum attacks on ideal lattices have not yet affected current modular lattice schemes. On the contrary, hashes like Ethereum’s Poseidon have stronger algebraic structures. Hoskinson further argued that abandoning the already deployed hybrid ML-KEM before any attacks emerge would instead keep traffic on classical cryptography longer, exacerbating the "steal now, decrypt later" risk.

1 minutes ago

Thailand’s Securities and Exchange Commission on Thursday finalized rules allowing crypto exchange-traded funds (ETFs) to list on Thailand’s main stock exchange, limited initially to Bitcoin and Ether.

The regulator said the rules will take effect on Oct. 16, 2026. Crypto ETFs must be listed for trading exclusively on the Stock Exchange of Thailand. Products linked to foreign crypto ETFs, such as depositary receipts, will not be permitted initially, while Thai brokers will remain barred from facilitating investments in overseas crypto ETFs for retail investors outside institutions and ultra-high-net-worth individuals.

“We have previously seen examples in the United States where the launch of the Spot Bitcoin ETF and Spot Ethereum ETF created new avenues for institutional and retail investors to easily access digital assets,” Attakrit Chimphlapibul, co-founder of Bitkub Group, told Money and Banking on Thursday. 

The framework opens a new route for Thai investors to gain exposure to Bitcoin and Ether through the stock market. The SEC also amended its rules to allow mutual funds and private funds to invest in Thai-established crypto ETFs, whereas previously they could invest only in foreign crypto ETFs. 

The framework also prohibits brokers from providing margin loans to purchase crypto ETFs and requires fund assets to be held with SEC-regulated digital asset custodians. Investors must receive information about the products and confirm that they understand the risks before trading.

Crypto ETFs must be managed as a passive investment vehicle seeking to track the price of the crypto asset in which it invests. It must maintain net exposure to a single cryptocurrency averaging at least 80% of net asset value over each accounting year.

The SEC consulted on the proposed principles in April and May and on draft regulations in August and September. Most respondents supported the proposals, the regulator said.

Magazine: China’s P2P stablecoin wallets surge 43x, Korea’s $450B crypto economy: Asia Express

Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.

Thailand now has a finished rulebook for crypto exchange-traded funds. On October 8, 2026, the country’s Securities and Exchange Commission issued 11 notifications that set out how ETFs built on digital assets will work.

The framework takes effect on October 16, 2026.

The opening lineup is short. Only Bitcoin and Ethereum qualify as underlying assets in this first phase, and the funds can trade only on the Stock Exchange of Thailand (SET).

No crypto ETF has actually launched yet. Asset managers are still finishing their setups and seeking the approvals they need from the SEC before anything reaches a trading screen.

What the rules actually require Every fund has to be passive and track a single asset. A Bitcoin ETF follows Bitcoin, and an Ethereum ETF follows Ethereum.

Each fund must keep an average net exposure of at least 80% of its net asset value to its tracked crypto over each accounting year.

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The underlying crypto must sit with onshore digital asset custodians that the SEC supervises.

The funds trade only on the SET.

Investors cannot use margin lending to buy them.

The SEC also put investor protections around the products. These include risk education, suitability assessments, and a confirmation process meant to make sure buyers understand what they are getting into.

How Thailand got here Earlier in 2026, the SEC held consultations on the principles and structure for these products, collecting input before turning the ideas into binding notifications.

Previous measures included limited institutional exposure to foreign crypto products, which meant exposure ran through overseas vehicles and was open to a restricted group of investors.

The new rules point in a different direction. Instead of relying on foreign wrappers, Thailand is building a domestic product that trades on its own exchange, uses its own supervised custodians, and falls under its own investor-protection regime.

What this means for investors, issuers, and custodians For investors, the main change is access through a regulated, familiar channel. Owning an ETF on the SET means no self-managed wallets, no seed phrases, and no need to judge whether an offshore exchange is trustworthy.

For asset managers, with every fund required to be passive, single-asset, and maintaining at least 80% exposure to its underlying crypto, issuers may end up competing on execution, costs, and how quickly they clear the approval process.

For custodians, the onshore requirement is a clear business opportunity. Every coin held by a Thai crypto ETF has to sit with an SEC-supervised local custodian, so demand for that service follows directly from any fund inflows.

Several things are worth watching from here. The first is which asset managers secure approval and how fast their products reach the SET after the October 16, 2026 effective date.

The second is whether the list of eligible assets grows. The SEC describes Bitcoin and Ethereum as the assets allowed in the initial phase, which leaves room for a wider lineup later, though the regulator has not committed to any expansion.

The third is how the investor-protection process works in practice. Risk education, suitability assessments, and confirmation steps are required under the framework.

Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.

XRPL Emerges as a Leading Network for AI-Driven PaymentsThe XRP Ledger processed more than 8 million x402-based payments in a single 30-day period, according to @chandler_agi, co-founder of @t54ai and a former product lead at @Ripple. The figure places $XRP Ledger among the most active blockchains for autonomous, AI-driven transactions, surpassing nearly all other layer-1 networks on this measure.

The milestone is a product of rapidly accelerating momentum. The XRP Ledger crossed 10 million x402 payments in total by October 1, less than three months after recording its first million. More than 8 million payments in one month works out to an average of above 266,000 transactions per day. The live XRPL AI Hub now tracks more than 12.7 million transactions all-time alongside 164 registered merchants, with a latest seven-day average of around 350,460 payments per day.

What Is the x402 Protocol and Why Does It Matter? x402 is an HTTP-native payment protocol that revives the HTTP 402 "Payment Required" status code for instant blockchain payments. In practical terms, it lets software agents pay for digital services, such as API access or compute resources, without human involvement, account creation, or traditional API keys. On the XRP Ledger, the x402 protocol allows seamless, trust-minimized transfers in XRP and RLUSD for APIs and digital services.

The x402 facilitator, provided by Ripple partner t54, acts as a trust layer and mediator, enabling verification of agent payments and risk checks before settlement. Agent payments on the XRP Ledger also now support Mastercard's Verifiable Intent standard, which lets developers attach a cryptographic proof to each x402 payment confirming who authorized it, under what spending limits, and for which exact purchase, all screened before settlement.

The broader x402 ecosystem is growing quickly too. The Linux Foundation operationally launched the x402 Foundation on July 14, 2026, uniting Visa, Mastercard, Coinbase, Stripe, and 13 other premier members around one open standard for AI agents to pay for goods and services over HTTP.

For the XRP Ledger, the next test is expanding the merchant side. The XRPL AI Hub currently lists services spanning AI inference, crypto research, market intelligence, risk tools, and other paid APIs, with more than 160 addresses actively receiving x402 payments. As @chandler_agi noted, the focus is shifting from raw transaction counts toward bringing more merchants into XRPL's agentic economy.

Sources:
The Crypto Basic: XRP Handles 8M+ x402 Payments in 30 Days
Stablecoin Insider: XRP Ledger Adds Mastercard Verifiable Intent
Startup Fortune: XRP Ledger Agentic Payments Race Toward 10 Million

XRP whales have accelerated their withdrawal of assets from Binance, with the 30-day cumulative outflow surging from $600 million in early August to over $1.3 billion in September. The ongoing movement has drawn attention from traders and analysts, who are closely monitoring its possible impact on the market.

Whale outflows climb sharplyData from blockchain analytics platform CryptoQuant shows that large XRP holders have steadily increased their withdrawals from Binance over the past month. The 30-day rolling outflow volume, which measures the total value of assets withdrawn by major holders, exceeded $1.3 billion in September. This figure is more than double the $600 million recorded at the start of August.

Xaif, a widely followed cryptocurrency commentator, pointed to this trend on X (formerly Twitter), emphasizing that whale movements intensified dramatically during periods of price volatility.

Earlier in September, XRP posted a notable surge of over 50% within 65 hours, creating renewed optimism among investors. Analysts noted that the largest outflow spike coincided with this rally, suggesting that whales may have opted to take profits or transfer their holdings to secure storage solutions.

Whales are moving while retail is distracted, with 30-day XRP outflows jumping from $600 million to over $1.3 billion.

A similar wave of withdrawals accompanied another short-term price jump later in September, adding further weight to theories of strategic positioning by major holders ahead of or during periods of market volatility.

PeriodXRP 30-day Outflow from BinanceEarly August$600 millionSeptember$1.3 billionPrice volatility and flash crashThe discussion around whale withdrawals intensified further after a sharp price drop. Hours before publicizing the outflow figures, Xaif observed that XRP experienced a rapid decline from $1.49 to $1.45 within minutes, erasing a portion of its recent gains and cutting through previous support levels.

It remains uncertain whether this sudden drop directly resulted from whale withdrawals, but several analysts noted the alignment between extended outflow periods and heightened price swings.

Traders and market observers have weighed in across social platforms, largely agreeing with assertions that whales can significantly drive market sentiment and movement. One commenter argued that large holders typically accumulate or divest their assets quietly, while retail investors often miss the signals hidden in such on-chain activity.

Many market participants only recognize the significance of whale activity after a major shift, often wondering why they did not notice the underlying signals sooner.

Others, including experienced traders, advised monitoring whale actions closely. Several users revealed plans to buy the dip, indicating that portions of the retail community view these drops as potential entry points rather than exit signals.

Xaif, active in the cryptocurrency commentary space, has built a following for sharing on-chain data and market insights for assets including XRP.

Mini dictionary: CryptoQuant is a blockchain analytics platform offering real-time and historical data on cryptocurrency exchanges, on-chain activity, and market trends. It is widely used by investors and analysts to track large transactions and whale movements.

Ongoing trends and market impactSustained whale outflows from exchanges often precede significant price movements, though their intent—whether accumulation or profit taking—is subject to interpretation. The marked increase in 30-day outflows since August signals deliberate, ongoing realignment among major XRP holders.

While some investors remain cautious, others see the current conditions as a buying opportunity, with opinions split on whether the trend points to accumulation or an early warning sign of increased volatility ahead.

XRP continued its recent decline on Thursday, falling toward $1.42 alongside broader weakness in the cryptocurrency market. The move came as Bitcoin slipped toward $81,000 and investors further scaled back their positions in risk assets.

Widespread downturn hits crypto marketMarket data showed XRP declining approximately 5% to 6% in the latest session, after fluctuating near $1.50 during the previous day. The cryptocurrency lost support above the $1.50 level, a zone it had hovered near for much of the last two weeks. The decline has now brought XRP close to $1.40, a region that traders are watching as an important support area.

The selloff is not limited to XRP. Bitcoin and Ethereum also faced sharp declines as macroeconomic factors, including rising bond yields and elevated oil prices, placed broad pressure on speculative assets.

Macro headwinds deepen declinesBrent crude prices surpassed $104 per barrel on Thursday, while U.S. Treasury yields stayed near their highest levels in decades. The combination of elevated yields, surging oil, and a stronger dollar has contributed to intensified selloffs across cryptocurrency markets.

In addition to spot selling, the latest market action included significant liquidations among XRP leveraged long positions, compounding the negative momentum as forced selling increased pressure on prices.

Chart Nerd maintains that XRP’s current structure still supports the possibility of a powerful breakout, stating that if historic patterns hold, the token could ultimately reach the $27 level in a similar cycle to 2017.

Technical targets and projectionsDespite the recent weakness, some specialists remain optimistic on XRP’s long-term trajectory. Analyst Chart Nerd has reiterated that a sustained bullish structure could enable XRP to reach $27, based primarily on technical parallels to the 2017 price surge.

This projection reflects long-term chart behavior rather than short-term fundamentals or immediate price action. Chart Nerd points out that XRP’s current consolidation phase bears resemblance to patterns that preceded previous significant advances, and sees potential for another major breakout if similar market circumstances develop.

Standard Chartered has released an independent long-term outlook, forecasting that XRP could rise to $28 by 2030, though this estimate is based on a separate analysis. Both projections remain conditional on broad market dynamics and a moderation in leveraged trading activity.

Technical analysis continues to play a central role in navigating volatile token markets, especially as investors scrutinize breakout patterns and key support levels. In the rapidly evolving meme token market, trends can quickly generate substantial trading volumes. According to Fomo App data, one recent trade in “Niu Lai” saw an initial $99 investment reportedly grow to around $370,000, highlighting the explosive potential of internet-driven token activity. Observing not only price levels, but also investor behavior and timing, has become increasingly critical. Fomo App provides a single hub for discovering and tracking meme tokens, featuring social feeds, investor rankings, and trade notifications, enabling users to respond swiftly to changing market conditions.

The $27 thesis relies on long-term technical analysis rather than immediate market drivers, echoing previous research from Coinpaper covering the importance of reduced leverage and market expansion.

CRCL Stock slipped 0.80% to $80.19 in Thursday’s intraday session, shedding $0.64 on October 8. 

BTC price traded near $82,700, ETH around $2,550, and XRP at approximately $1.41 as cryptocurrency markets weakened. The decline coincided with U.S. jobless claims falling below expectations.

Jobless Claims Come In Below Expectations U.S. initial jobless claims totaled 197,000 for the week ending October 3, according to the Labor Department. That was below the 200,000 forecast and down 2,000 from the previous week’s revised reading.

The department raised the previous week’s estimate from 197,000 to 199,000, slightly changing the weekly comparison. The four-week average declined to 198,000, offering a steadier measure of recent unemployment benefit applications.

JUST IN:

🇺🇸 US Weekly Jobless claims data has just been officially released

Expected: 200,000
Actual: 197,000

This is good news for markets!! https://t.co/xyAtmMlFUF

— ᴛʀᴀᴄᴇʀ (@DeFiTracer) October 8, 2026

Continuing claims increased by 17,000 to 1.716 million for the week ending September 26. The figures suggested limited layoffs, although fewer initial applications alone do not establish stronger hiring.

For CRCL Stock, the claims release arrived alongside broader pressure across cryptocurrency-linked U.S. equities. A resilient labor market could influence interest rate expectations alongside inflation data and the Federal Reserve’s broader assessment.

Crypto Market Selloff Weighs on CRCL Stock Bitcoin price fell below $83,000 on Thursday morning, while Ethereum, XRP and Solana also recorded losses. Stocktwits reported weaker crypto shares alongside higher oil prices and Treasury yields, following reports concerning possible U.S. strikes against Iran. 

CoinGlass data showed more than $400 million in cryptocurrency liquidations over the previous 24 hours. The report said crypto losses coincided with weakness across U.S. equities, highlighting the broader retreat in appetite for risky assets. 

In an October 7 announcement, Circle outlined a stablecoin payments partnership with Tereina, an SAP-backed financial services company. The integration begins with SAP Cloud ERP and brings USDC and EURC into existing enterprise payment workflows. 

Eligible businesses will be able to send and receive stablecoin payments through applications their finance teams already use. USDC will serve eligible dollar transactions, while EURC provides an option for euro-denominated payments.

Circle and Tereina plan customer trials, specialist training and collaboration with ecosystem partners over the coming months. The companies also intend to track enterprise adoption as implementations progress, according to their announcement. 

CRCL Stock Prediction: Will Circle Rebound? The support level is located in the vicinity of the $79.11 price point and will be activated once the $79.00 price mark breaks through it. 

CRCL stock The resistance level is currently $80.84, and if the stock continues to break out, then the $81.30 to $81.40 area would be considered the next resistance. Further downside may be possible in the event of rejection; a move through resistance may improve odds for recovery.

XRP’s growing market presence is now meeting broader access through regulated financial infrastructure. On the 7th of October, Paxos, a regulated blockchain infrastructure platform, announced that it would be adding Ripple [XRP] to their crypto brokerage platform.

XRP now spans over 8.1 million wallets utilizing XRP, while the total market value exceeds $95 billion. Moreover, all partners who utilize the platform can allow customers to buy, sell, hold, deposit, and withdraw XRP.

As a result, this eliminates the need for each partner to create their own unique custody and settlement platforms.

Source: X Paxos also runs the service through its regulated trust framework. That service provides an additional channel to the XRP ledger for institutions.

However, the success of this initiative is dependent upon the number of partners who choose to actively use XRP and facilitate customer engagement with the asset.

Ripple pushes into Wall Street That broader institutional push is now reaching deeper into traditional markets, where Ripple is targeting the financing layer behind leveraged ETFs. Through Ripple Prime, the firm finances swaps that ETF managers use to amplify daily stock returns.

As a result of the expansion of the size of this market, there are currently 593 leveraged ETFs listed in the United States, with over $256 billion in assets. Ripple’s ability to finance these swaps was acquired through their $1.25 billion purchase of Hidden Road, Inc.

Source: Wall Street Journal This added a comprehensive set of prime brokerage capabilities, including clearing, funding, and other financial services.

Moreover, it gives XRP an opening as banks face tighter capital constraints and newer ETF managers seek alternative financing. The revenue potential is also significant, with one fund paying roughly 8% annually.

On the other hand, there are risks related to extreme price movements that may lead to large losses for counterparties. In light of these risks, Ripple may be positioned to further enhance its footprint on Wall Street but simultaneously take on additional financial risk.

Can Paxos expand XRP adoption? That said, moving forward, the next test is whether the infrastructure will translate into reliable demand. This is simply because regulated access means little without measurable XRP activity. Paxos has only just enabled the asset, leaving no partner-level volume to assess yet.

Meanwhile, U.S. spot XRP ETFs hold about 1.18 billion XRP, worth roughly $1.7 billion. That provides an existing benchmark for regulated demand. Yet XRP Ledger activity remains concentrated, with daily transactions often exceeding two million while active addresses stay relatively low.

Source: SoSoValue Therefore, Paxos needs to expand participation rather than simply add another access route. Rising partner volumes, institutional holdings, and active addresses would show that easier access is creating broader XRP demand.

That would turn Paxos’ infrastructure upgrade into measurable adoption.

Final Summary Ripple gains regulated institutional access through Paxos, expanding its potential reach across financial platforms. XRP needs stronger partner adoption and on-chain activity to turn broader access into sustained demand.

The question of decentralization within the XRP Ledger has resurfaced as Justin Bons, founder of Cyber Capital, directed strong criticism at XRP proponents, alleging that retail investors are being misled about the system’s decentralized nature ahead of an imminent XRP Ledger update.

Bons alleges misleading claims and code secrecyBons described the sale of XRP as decentralized to retail investors as fraudulent, raising concerns that recent network changes reflect deeper governance and consensus issues within the XRP Ledger. He highlighted what he considers the undocumented and undisclosed nature of recent software code, stating that the project has operated with closed-source code for approximately two weeks.

The controversy intensified when XRP Ledger developers released an emergency update for network servers, version 3.4.1, on September 25. This update included security-critical patches and introduced the fixBatchV1_2 amendment, which is expected to become mandatory on Friday, October 9. Bons expressed concern about the temporary closed-source approach taken by the development team and the lack of immediate transparency for sensitive fixes.

“Selling XRP to retail as ‘decentralized’ is straight up fraud,” he argued, underscoring his position that keeping the updated source code private creates unnecessary security risks.

Development teams confirmed that the security-related changes would remain unpublished in the public source until a full technical retrospective can be released. If the scheduled amendment is sufficiently supported and activated, servers that fail to update will be blocked from keeping up with the network.

Centralization debate and governance modelAt the core of the current debate lies the XRP Ledger’s reliance on the Unique Node List (UNL), a model contrasting with Bitcoin‘s more open Proof-of-Work system. The XRP Ledger depends on trusted validators, and both Ripple and the XRP Ledger Foundation provide recommended validator lists that are pre-loaded in server configurations.

Although anyone is technically able to run a validator for the network, participating nodes only impact consensus if included on other participants’ trusted lists. This effectively centralizes decision-making among a select group, according to critics.

The official documentation allows node operators to choose their own trusted validators but cautions that diverging from commonly shared lists can cause a node to fall out of sync with the broader network. Bons asserted that this system provides those who publish recommended lists with disproportionate influence and control.

The debate over validator selection underscores concerns that publishers of recommended lists retain considerable power within the network’s governance structure.

For analysts, such governance dynamics raise broader questions over how power and influence are distributed within the XRP ecosystem, especially when contrasted against other blockchains prioritizing open participation and source transparency.

In fast-moving markets where regulatory decisions or new listings can dramatically shift momentum, traders increasingly seek reliable, integrated tools. In a market where a single Fed decision or a sudden altcoin listing can change everything in seconds, jumping between different apps for charts, news, and portfolio tracking is costing investors money. Smart traders are now utilizing privacy-first tools like CryptoAppsy to consolidate everything. Without even the hassle of creating an account, you get real-time charts, smart price alerts, coin-specific news, and critical macro data all on one screen.

Ethereum traders are quietly heading for the exits. Open interest in ETH derivatives has fallen 11.7%, reaching its lowest level since June 2026.

Nobody is panic selling. Leveraged traders are simply closing positions, and the futures market is getting noticeably smaller as a result.

What the numbers show Measured in coins, ETH derivatives open interest has slipped to 12.49 million ETH as of late September to early October 2026. One dataset puts that as the lowest reading since March 1, 2026.

That figure reflects a drop of 1.46 million ETH from the levels recorded during the early July recovery.

The selloff in positioning also had a single dramatic day. Aggregate ETH contract open interest fell 7.53% in one session in early October, landing at approximately $31.8 billion.

Binance, which holds a large share of ETH derivatives activity, tells a similar story. Recent estimates place ETH open interest on the exchange somewhere between $3.25 billion and $6.2 billion.

Earlier this year, Binance ETH open interest fell to approximately $4.16 billion in late June. That marked its lowest point in over three months at the time.

Shorts are holding the wheel Funding rates on certain exchanges have now turned negative. That means bearish traders are paying to keep their positions open, which suggests they are currently in control of perpetuals.

All of this is happening while ETH trades in a fairly narrow band. Prices have been consolidating between $2,600 and $2,800, with spot market activity outweighing derivatives trading.

The bigger deleveraging picture Analytics providers Coinglass and CryptoQuant have both tracked the ongoing deleveraging across ETH markets. Their data points to a broad caution about holding leveraged positions right now.

The pattern is not unique to Ethereum. Bitcoin futures have shown similar behavior, where falling open interest tends to reflect weaker speculative demand.

What this means for ETH traders Lower open interest cuts both ways. On the positive side, less leverage in the system means fewer positions that can be forcibly liquidated if prices move sharply, as current leverage levels remain subdued compared to previous peaks.

The negative funding rates complicate that picture. They show that active traders expect further declines and are positioning accordingly.

There is also a contrarian wrinkle. When shorts crowd into a trade and pay to stay there, a sudden move higher can force them to buy back positions quickly, which can amplify any upside.

A few indicators are worth tracking from here. The first is whether open interest stabilizes near 12.49 million ETH or keeps sliding. The second is funding. A return to positive rates would suggest long traders are regaining confidence, while deeper negative rates would signal growing conviction among bears. The third is the price range itself. A move outside $2,600 to $2,800 would likely pull sidelined traders back in, in whichever direction the break occurs.

Exchange-level data also deserves attention. Binance figures, given the platform’s share of ETH derivatives, could offer an early read on whether leverage is returning or still draining.

Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.