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In an interview with Bitcoin Magazine, Jordi Visser presented the "Ghost Rails" argument, suggesting that the infrastructure built over 15 years in the crypto industry, such as lending, tokenization, and stablecoins, has never had human users but rather AI agents. He compared the current situation to the 14 years between the launch of Netscape and the App Store bringing the internet to the masses, stating that AI agents, rather than retail wallets, represent the turning point of the agency economy, and he believes this is "extremely positive" for Bitcoin.Visser indicated that tokenization will convert $90 trillion in illiquid assets into currency, and Bitcoin is the only asset that can survive for 20 years. In discussions with Grace Remington and Sean Hagan, he covered topics such as nominal growth bets, whether AI can outperform the U.S. debt burden, 24/7 working agent clusters, data centers for debt financing, panic in the bond market, and the "Santa Claus effect," asserting that belief outweighs innovation and expressing optimism about the demand for Bitcoin over the next 30 years.

The Chief Information Security Officer of the blockchain security company SlowMist, 23pds, stated that attackers are exploiting the Darksword vulnerability to bypass iOS security mechanisms through Safari, gaining control of devices and extracting private keys and other data from self-hosted cryptocurrency wallets. This vulnerability has been used in attacks targeting users in Saudi Arabia, Turkey, Malaysia, and Ukraine. The Google Threat Intelligence Group previously disclosed that Darksword initially only affected iOS versions 18.4 to 18.7.23pds noted that attackers have adapted it to iOS 26.5, but this assessment has not yet been officially verified. Attacks typically begin with social engineering, where users click on malicious links sent via social media or messaging applications, potentially granting Root access to the device and extracting wallet data. Users should promptly update their mobile systems and avoid visiting website links sent by strangers; additionally, three investors have lost nearly 1.8 million dollars in Bitcoin due to downloading fake wallet applications from the official Apple App Store and have filed a lawsuit against Apple.

According to Gate market data, AMD (AMD.O) rose over 9%, with a market value exceeding 1 trillion dollars.

According to data from RWA Foundation and USDD officials citing Token Terminal, the decentralized stablecoin USDD has experienced strong growth in the past week, with a daily market value increase of 12.8 million dollars, second only to Ethena (35.8 million dollars) and StablR (18.7 million dollars), ranking third among stablecoin issuers.Currently, the circulation of USDD is 1.54 billion dollars, ranking 10th among all stablecoins, with a protocol TVL reaching 2.29 billion dollars.

According to Cointelegraph, Multicoin Capital co-founder Kyle Samani predicted in Cointelegraph's Trade Secrets program that Solana will achieve a market cap surpassing Ethereum's "flip" within "this market cycle," stating that "no one is really using Ethereum today."He believes that more crypto companies will choose to build on Solana because it is easier to use and more powerful, and Ethereum's status as the default smart contract network may gradually diminish. This prediction implies that SOL's market cap needs to grow from $58 billion to about five times that amount to exceed ETH's current market cap of approximately $293 billion.Samani expressed a "pessimistic" view on Ethereum's value capture ability, calling it "an asset worth $300 billion to $400 billion, with questionable value capture and no growth at all." He also pointed out that although SOL's market cap is less than one-fifth of ETH's, the Solana network has already surpassed Ethereum in weekly and monthly fees—over the past 30 days, Solana generated $23 million in fees, ranking fourth, while Ethereum generated $12.6 million, ranking sixth (DefiLlama data).In terms of background, Samani entered the crypto space through Ethereum in 2016 but turned to Solana due to dissatisfaction with scaling solutions. Multicoin led Solana's early financing in 2018.

Gate Voyage launched a series of events in Bali, focusing on topics such as ecological construction, global development, TradFi, and diversified assets, featuring multiple themed sharing and exchange sessions. Nearly 200 industry guests, partners, and content creators from around the world participated, sharing market observations and business practices from different perspectives in a setting that combined exclusivity with a vacation atmosphere.During the event, Gate founder and CEO Dr. Han delivered a speech via video link, reflecting on Gate's 13-year development journey and the milestone of surpassing 60 million users, while sharing insights on industry cycles, long-term construction, ecological cooperation, and future product layout. Gate Executive Director Edwin Cheung and CMO Kyle Chiu shared insights on ecological development and global growth, respectively; Media Studio and VIP Masterclass focused on topics such as stocks, tokenized assets, Pre-IPO, prediction markets, and wealth management, exploring the linkage between digital assets and traditional financial markets.At the same time, the KOL Creator Battle gathered creators from around the world to co-create content around themes such as Gate Card, traditional finance, wealth management, and partners. The event also included interactive segments like Bingo and AMA, integrating industry exchanges into exquisite luncheons, yacht trips, terrace BBQ parties, and high-end gala dinners. In-depth exchanges among global guests extended from the venue to dining tables and social moments, fostering discussions on collaboration in a relaxed and enjoyable atmosphere.This event connected industry exchanges and content co-creation through a carefully designed vacation setting, bringing together global markets and ecological resources to provide a communication platform for participants from various fields. In the future, Gate will continue to connect global partners and industry resources, working together to build an open, inclusive, and prosperous crypto ecosystem.

According to PR Newswire, Bitmine Chairman Tom Lee stated, "We believe that the cryptocurrency bull market has begun, starting at the end of June, driven by multiple factors including funds rotating from AI back to the crypto market, the continued strengthening of the crypto industry's fundamentals surrounding tokenization and AI, and the end of the four-year cycle.With just over a week left in the third quarter of 2026, ETH's performance advantage as a macro asset continues to expand. In our view, ETH significantly outperformed other macro assets in the third quarter of 2026, which may indicate a stronger rally in the fourth quarter of 2026.Due to institutional investors having a low allocation to crypto assets in 2026, partly because of the strong performance of AI stocks at the beginning of 2026, we expect institutions to significantly increase their exposure to crypto assets in the last three months of 2026. This could provide further upside potential for the gains since June 30."

According to Reuters, the European Central Bank has launched the Pontes service, connecting its payment system with blockchain-based financial markets, allowing banks and investors to complete on-chain transaction settlements using euros supported by the European Central Bank, rather than relying on stablecoins or other private currencies.The first batch of participating institutions includes Deutsche Bank, Santander Bank, and the clearing institution Clearstream Bank, with the service operating during weekdays from 8:00 to 16:00 Central European Time.

During the traditional market's weekend closure, the perpetual contract types of stocks in the exchange may have already priced in the market conditions. According to RootData, cryptocurrency concept stocks have generally surged significantly in pre-market trading:Strategy (MSTR) contract is currently priced at $162.81, up 5.78% from the last trading day's official closing price of $153.92;Coinbase (COIN) contract is currently priced at $201.47, up 3.72% from the last trading day's official closing price of $194.25;Circle (CRCL) contract is currently priced at $95.06, up 3.57% from the last trading day's official closing price of $91.78;Robinhood (HOOD) contract is currently priced at $123.95, up 3.45% from the last trading day's official closing price of $119.82;AMD (AMD) contract is currently priced at $577.46, up 3.15% from the last trading day's official closing price of $559.82;Micron Technology (MU) contract is currently priced at $1,040.67, up 2.45% from the last trading day's official closing price of $1,015.80;Meta (META) contract is currently priced at $682.04, up 2.45% from the last trading day's official closing price of $665.75;Tesla (TSLA) contract is currently priced at $370.73, up 1.77% from the last trading day's official closing price of $364.27;SanDisk (SNDK) contract is currently priced at $1,821.27, up 1.64% from the last trading day's official closing price of $1,791.82;NVIDIA (NVDA) contract is currently priced at $224.96, up 1.21% from the last trading day's official closing price of $222.27;

The Gate contract POLYMARKET_USDT has strengthened in the short term, with a 24-hour increase of 44.51%, and the highest price in 24 hours reached 21.667 USDT.This contract was launched on Gate on April 13, 2026, at 20:00 (UTC+8), and has increased by 196.88% since its launch.

According to Gate market data, Accenture (ACN.N) rose 6.1% in pre-market trading, investing $2 billion in collaboration with Anthropic for artificial intelligence evaluation.

SparkLabs Group, Mirae Asset Venture Investment, Qazaqstan Investment Corporation (QIC) from the National Fund of Kazakhstan, and IT Park Ventures from Uzbekistan have signed a term sheet to establish the SparkLabs Mirae Silk Road Fund I LP venture capital fund, managed by Mirae Asset Venture Investment and SparkLabs Group. The signing ceremony took place in Seoul during the state visit of the presidents of Kazakhstan and Uzbekistan to South Korea and the first Central Asia-Korea Summit.QIC and IT Park Ventures are both anchor investors. The new fund will invest in Series A and later-stage startups in the Central Asia region with validated business models that are ready to expand beyond the region, focusing on AI-native companies, although not limited to this industry. Portfolio companies will receive support from SparkLabs and Mirae Asset's global network, as well as assistance in expanding to South Korea, the United States, and the Middle East.

PPP prediction market tool monitoring shows that the probability of Polymarket "Anthropic's next generation Claude Opus will be released before September 27" has risen to 90%, up 13% in 24 hours; the probability of it being released before September 30 has risen to 94%, up 7% in 24 hours.According to the settlement rules, if Anthropic's next Claude Opus model is made publicly available before the specified date (Eastern Time ET), the prediction market will settle as "Yes"; otherwise, it will settle as "No". Claude Opus refers specifically to the model explicitly named "Opus" by Anthropic; models released under other names, such as Sonnet, Haiku, Fable, or Mythos, do not qualify. Additionally, qualifying models must have been officially launched and made publicly accessible, including open testing or public rolling waitlist registration. Closed testing or any form of private access does not qualify for settlement.

According to GMGN market data, the Solana ecosystem meme coin "+++++" briefly surpassed a market capitalization of 4 million USD, currently reported at approximately 3.9 million USD, with an intraday increase of over 79 times.On the news front, Crypto Waterman stated that Roaring Kitty logged into his "wizard account" today and wrote "+++++", attracting the attention of the GME community. The price of meme coins is highly volatile and easily influenced by market sentiment and trending events, please be aware of trading risks.

According to GMGN data, the Solana-based token STONK briefly surpassed a market capitalization of 300 million USD, setting a new record, and is currently reported at 2.99 billion USD, with a 24-hour increase of 33.78%. It is reported that Stonk supports users in issuing meme tokens and can be paired with tokenized RWA such as tokenized stocks and Pre-IPO stock tokens.Solana co-founder Anatoly Yakovenko previously retweeted related tweets about Stonk and posted a question asking, "What is Stonk Token?" The prices of meme coins are highly volatile, and investors are advised to participate with caution.

According to GMGN market data, the market capitalization of the meme coin GSTOCK has surpassed 29 million USD, setting a new historical high, currently reported at around 28 million USD, with a daily increase of over 220%.On the news front, Genius Terminal announced that Genius.fun now supports creators in issuing tokens paired with GSTOCK. The price of meme coins is highly volatile and easily influenced by market sentiment and trending events, please be aware of trading risks.

The AI wave is breaking the traditional asset diversification logic of pension and sovereign funds, with risks spreading from technology stocks to multiple areas such as private equity, corporate bonds, and infrastructure. Institutional investors are beginning to reassess the AI exposure of their entire portfolios.Goldman Sachs estimates that AI infrastructure-related companies account for about 40% of the total market capitalization of the S&P 500; Apollo data shows that this year, AI-related issuances have accounted for nearly half of the investment-grade bond issuance and 87% of venture capital funding. Monte Tarbox, Chief Investment Officer of the New York City Retirement System, recently rejected a fundraising request due to an overweight position in a private equity fund related to AI.Institutions currently face the challenge of lacking a unified standard for measuring AI exposure. The Los Angeles County Employees Retirement Association estimates that 8% to 19% of its holdings are related to AI; a survey by Invesco of 90 sovereign wealth funds shows that more than half list market concentration as the primary risk of AI investment. Some large institutions are beginning to adopt a holistic portfolio approach to track AI-related exposure and the correlations between assets, while some institutions are starting to use AI tools to monitor their own portfolios.

According to X user @UngusTrade's post on September 21, a commit named "Binary options support" recently appeared in Lighter's prover code repository, which describes ZK circuits that support Lighter. The code shows that this implementation is for standard binary outcome contracts, with a settlement cap for each market, typically set at 100 for prediction markets, where share prices trade between 0 and the cap, settling at either 0 or the cap. The contracts are fully collateralized in USDC, with no leverage and no liquidation.It is noteworthy that the circuit supports continuous markets, allowing for settlement at any value within a range, thus enabling contracts based on measurements, rather than just yes or no events. Additionally, Lighter may allow whitelisted operators to create, manage, and settle markets, similar to the deployment model of HIP-3. Currently, Lighter has not commented on this.

The total market capitalization of cryptocurrencies has returned to $2.8 trillion, briefly approaching $2.9 trillion. Bitcoin rose 5% to $81,914, the highest level since September 4, after briefly falling below $75,000 on September 16. The Hyperliquid token HYPE surged to a historic high of $94.48, with a weekly increase of 18%, and its market capitalization surpassed $20 billion.The Zcash token ZEC increased by 36% to a multi-year high of $1,590, with a market capitalization nearing $25 billion. NEAR rose from $2.33 on September 13 to $4.06, while AVAX increased by nearly 50% over the week; ETH and XRP rose 3% to $6. The total market capitalization of altcoins increased from $1.17 trillion at the beginning of the week to $1.23 trillion, before falling back to slightly below $1.2 trillion.