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NVIDIA CEO Jensen Huang stated that COREWEAVE's strength is increasing every day, and its capital costs are actually decreasing.

During a live AMA interview hosted by CoinMarketCap, Gate founder and CEO Dr. Han discussed the development direction of digital finance, the product positioning of Gate Money, and the accelerated integration of digital assets with traditional finance.Dr. Han stated, "The future of digital finance lies not only in providing more asset choices but also in connecting assets, funds, and payments, allowing users to manage assets, transfer funds, and meet daily payment needs more conveniently within one ecosystem." Upholding the core concept of "One Gate, Everything Money," Gate Money integrates services such as digital assets, fiat currency, stocks, ETFs, gold, bank accounts, payments, and asset management into a single account, covering scenarios like asset holding, receiving payments, transferring, exchanging, paying, and earning. Users in eligible regions can also open an e-banking account with the same name and use the Gate Card for online and offline consumption with fiat or digital assets, further bridging asset allocation and daily payment scenarios.Regarding the accelerated integration of digital assets and traditional finance, Dr. Han also explored the roles of stablecoins and asset tokenization in cross-border capital flow, on-chain settlement, and financial service innovation. As user demands extend from single transactions to investment management, fund transfers, and daily consumption scenarios, Gate will continue to expand the asset categories, payment methods, and service capabilities of Gate Money, enriching the application of digital assets in diverse financial scenarios and providing users with a more integrated financial service experience.

In an interview with Bitcoin Magazine, Capriole Investments founder Charles Edwards stated that for Bitcoin to break through its historical high, substantial changes need to occur. Possible catalysts include significant advancements in quantum computing, a shift in Federal Reserve policy, the U.S. government directly purchasing Bitcoin, or a new round of stimulus events. He also pointed out that institutional buying through ETFs continues to provide strong support for the market.Edwards mentioned that AI-driven unemployment could change the Federal Reserve's policy path, thereby affecting Bitcoin's trend; the continuous rise in computing power constitutes a bullish signal on the Hash Ribbons indicator, and he discussed whether this computing cycle is different in the AI era. Additionally, he assessed whether Bitcoin is still undervalued from the perspectives of production costs, energy value, and MVRV, and talked about the unknown territory Bitcoin occupies in a global liquidity environment with a 5% interest rate.Regarding quantum computing, Edwards believes that a clear roadmap for quantum computing could instead become an upward catalyst for Bitcoin. He also discussed the crypto security risks brought about by superintelligent AI and what factors might trigger the next historical high for Bitcoin.

According to Catcher Predict monitoring, the predicted market on Polymarket for the event "Counter-Strike: 9z vs Team Falcons - Thunderpick World Championship Group A," the sub-market "Map Handicap: FAL (-1.5) vs 9z (+1.5)" option for "Team Falcons" has experienced significant fluctuations in winning probability, rising from 63% an hour ago to the current 81.5% (a fluctuation of 18.5%). Please note the impact of related breaking news.

According to official news, Tether's independent investment department Tether Capital announced a strategic investment in AIsa. AIsa is a platform that provides access to and payment for data, software, and computing services for AI agents. Developers can connect AI models, data, APIs, software tools, and computing resources through a single interface, with fees supported by fiat or stablecoin settlement.AIsa stated that its platform has been running over 250,000 agents, processing more than 100 million transactions cumulatively. It can access over 5,000 APIs, skills, and models with a single key and charges based on usage. Enterprises can procure resources on demand, and service providers can integrate services into automated workflows.Tether CEO Paolo Ardoino stated that as AI agents take on more work, users need to provide service access to agents while controlling expenses. This investment continues Tether's support for agent payment infrastructure, having previously invested in NEURA Robotics and planning to integrate WDK with QVAC into robotic systems.

According to Fortune, the tokenized fund liquidity platform Fission announced the completion of a $10 million Series A financing round, led by Pantera Capital, with participation from Circle Ventures, Borderless Capital, and Ari Rubenstein. This round of financing was completed in September, and the company did not disclose its valuation.Fission aims to solve the problem of tokenized fund shares being difficult to quickly liquidate. The platform acts as a buyer, allowing investors to sell their shares without having to wait for the fund to process redemptions. Users connect their digital wallets and submit sale requests, while Fission handles the backend legal and transaction processes. CEO Jonathan Shaffer stated that for products that typically take about 200 days to sell, investors can pay a fee to sell immediately and complete settlement in 90 seconds or less.Fission was founded in 2024, and the founding team includes former employees of Point72 and Securitize. Currently, the clients are mainly institutional investors and organizations holding on-chain assets, including hedge funds holding tokenized private credit or equity assets, crypto institutions managing treasury, and stablecoin issuers allocating reserves to interest-bearing tokenized investment products.

The CEO of Taiwan Semiconductor Manufacturing Company (TSM.N) stated that TSMC has discussed capacity cooperation with Terafab, a company under Elon Musk.

According to Lookonchain monitoring, the cryptocurrency asset management firm Abraxas Capital has realized profits exceeding 331 million dollars from two hedge accounts on the decentralized derivatives trading platform Hyperliquid.Currently, the aforementioned accounts hold a total of over 1.45 billion dollars in short hedge positions.

The Australian Securities and Investments Commission (ASIC) has launched a public consultation on proposed capital, custody, and trading requirements for cryptocurrency platforms. The related rules aim to align with the digital asset legislation passed in April and expand regulation of the industry. The proposals include three capital models, restrictions on platforms conducting proprietary trading, and quarterly reporting of wallets holding customer assets.ASIC also intends to allow offshore custody and is seeking opinions on safeguards in the event of the failure of overseas parent companies or affiliates. One of the models requires platforms that do not adopt qualified third-party custody arrangements to hold at least AUD 14 million (approximately USD 9.7 million) in net tangible assets or 10% of average revenue, whichever is higher. Feedback is due by November 27, and ASIC plans to release final standards and guidelines in March 2027. The related laws will take effect on April 8, 2027, and operators must apply for licenses by October 7 of the same year, with the ability to continue operations during the ASIC review period.

Early-stage venture capital firm Pear VC co-founder Pejman Nozad announced the fifth fund, Pear Fund V, with Mar on October 14, 2026, with a scale of $333 million, bringing Pear's managed assets to over $1.1 billion. Arash Afrakhteh, Ajay Kamat, and Shravan Reddy were appointed as general partners at the same time. The two discussed founding a venture capital firm about 13 years ago at Coupa Café in Palo Alto, believing in meeting founders before they are recognized as exceptional by the outside world.Pear has supported DoorDash, Gusto, Guardant Health, Vanta, and Listen Labs, seeing thousands of opportunities each year through pre-seed and seed-stage businesses, and has built PearX, university programs, hackathons, a founder community, two studios, an engineering team, and a founder services team. Arash Afrakhteh joined in 2020, investing in enterprise and B2B, covering artificial intelligence, machine learning, cloud, and data infrastructure, and co-founded Cariden Technologies, which was acquired by Cisco in 2012.Ajay Kamat joined in 2015, investing in consumer, fintech, and healthcare, and co-founded Wedding Party, serving as CEO. The company was supported by Pear and later acquired by Instacart.

According to The Defiant, Hong Kong company L2 Capital has signed a contract to join the tokenization platform Newton, planning to tokenize equity in a pre-IPO artificial intelligence company valued at $500 million. L2 Capital thus becomes the first partner on this platform being built by Newton Labs.The platform is designed to embed compliance rules directly into each token and verify them before each transfer settlement, thereby implementing regulatory requirements in on-chain transactions. Currently, Newton Labs' platform is still under construction, with L2 Capital being the first partner to connect.

AI Economic Settlement Agreement AEON announced the addition of local bank transfer payments in Chile, allowing users to enter amounts in Chilean Pesos (CLP) and complete payments using cryptocurrency assets. AEON is responsible for asset conversion and settling with merchants through local banks. This integration further expands AEON's local settlement network in Latin America, enabling AI Agents to make real-world purchases using familiar banking payment systems in the future, providing broader real purchasing power for the AI economy. AEON is currently operational in several Latin American countries, including Brazil, Mexico, Argentina, Peru, Bolivia, and Colombia.

Wintermute stated that the Federal Reserve's meeting minutes show that most officials expect another interest rate hike within the year, with the market pricing in a roughly 20% probability of a rate increase by the end of October. The yield on the 10-year U.S. Treasury bond rose to 5.24%. Against this backdrop, the S&P 500 index rose 1.2% last week, reaching a historic high, while the cryptocurrency market performed weakly. The rise in U.S. stocks was supported by expectations of corporate earnings growth, while the cryptocurrency market lacked similar earnings support and relied more on new capital inflows.As capital flows reversed, the cryptocurrency assets' sustained upward momentum over the previous six weeks became difficult to maintain. Bitcoin fell back from around $86,000 to $87,000 last week, dipping to about $80,400 on Thursday before rebounding above $83,000 and regaining the range high of $82,500. The U.S. spot Bitcoin ETF saw a net outflow of approximately $679 million last week, the largest single-week outflow since late June, while the Ethereum ETF experienced a net outflow of about $542 million.The cryptocurrency market has lost the support of capital inflows, while U.S. stocks still have earnings growth as a cushion. Therefore, in the short term, the market outlook will only remain optimistic if long-term Treasury yields stabilize and spot ETF funds turn back to net inflows. Before these two conditions are met, Bitcoin remains an asset that is more sensitive to U.S. stock volatility and has higher downside risks, making it inadvisable to chase low-quality altcoins. If the 30-year U.S. Treasury yield breaks above the 5.64% reached on September 30, or if Bitcoin continues to face resistance around $82,500, Wintermute will adopt a cautious stance. This week, attention should be focused on the U.S. September CPI data to assess whether energy inflation is spreading to core inflation, as well as the financial performance of financial institutions and AI-related companies.

The cryptocurrency trading platform CoinSwitch's co-founder Ashish Singhal's related independent investment institution CoinSwitch Ventures has been renamed BlackLane Capital. The company announced on October 13 that it plans to facilitate over $100 million in startup financing over the next five years through its own investments, as well as the networks of founders, investors, and strategic partners.BlackLane Capital will invest in fintech, enterprise infrastructure, consumer applications, and digital assets, with individual check sizes up to $5 million, higher than the previous average of about $100,000 to $200,000. The institution previously focused on Web3, blockchain, and token projects, and the expanded investment scope will focus on businesses aimed at large markets with the potential for cross-regional expansion.Singhal stated that the allocation of funds will shift from the previous approximately 50% tokens and 50% equity to about 90% direct equity and 10% others. Since its establishment in 2023, the institution has invested in Stan, Deconflict, Yousend, and Uniblock.

Multiple venture capital firms in Silicon Valley are competing to secure GPU computing power to provide exclusive resources for their AI startups. a16z established a computing power pool of about 20,000 GPUs as early as 2024 and is negotiating expansion with data center companies Switch and Volta. General Catalyst plans to build a data center for its portfolio companies and has brought in the former head of NVIDIA DGX Cloud in May this year to oversee AI infrastructure operations.Even if AI startups complete their financing, they may not be able to rent GPUs in a timely manner. In April this year, major cloud providers like Microsoft were reported to prioritize allocating computing power to internal teams and large clients, leaving some startups facing months of waiting. a16z previously disclosed that during times of computing power shortages, prices that could originally be secured with a six-month contract might require a three-year commitment. Model training requires a large amount of GPU usage in a short period, while inference demand is difficult to predict, making it easy to waste funds by locking in computing power for several years in advance.a16z is concentrating on purchasing and leasing computing power through the Oxygen project, redistributing it to its portfolio companies, allowing them to access prices and contract terms typically reserved for large clients. In August this year, a16z co-led a $300 million financing round for Volta, which is valued at $2.4 billion, with investments covering both AI startups and data center companies providing computing power. The small venture capital firm Crucible Capital has built a cluster with 576 NVIDIA B300 GPUs for its portfolio companies to test, while also selling some computing power to a cutting-edge AI laboratory. This model allows venture capital firms to take on investments that were previously mainly borne by cloud providers and data center operators.

On October 13, Tesla CEO Elon Musk stated on social media platform X: Once China masters the manufacturing methods for a certain type of product, its ability to scale production often exceeds that of the rest of the world combined. He cited lithium batteries and solar energy as examples, claiming that China has demonstrated this characteristic in these fields. This statement was in response to a discussion about memory manufacturer Changxin Storage.The poster Melvin believes that Changxin is already a competitor that cannot be ignored, but whether new technology can stably achieve large-scale mass production still depends on yield, cost, and reliability. He also noted that memory demand is still growing, and an increase in production capacity does not mean that the market will immediately experience oversupply. Regarding memory, Musk mentioned that about three years ago, memory was still a low-margin commodity, with LPDDR5 and LPDDR6 designed according to common standards, and China seems to be rapidly solving related technical issues.Musk also pointed out that the new generation of high-bandwidth memory architecture is more difficult to tackle. Another challenge is placing a layer of SRAM beneath the logic chip and stacking RAM in three dimensions above it while addressing the heat dissipation issues of the logic chip. Phoenix Technology cited public information stating that on September 7, Changxin Storage announced that LPDDR6 has entered mass production and was first commercially used in the Xiaomi 18 Fold, with a capacity of 16 GB, compliant with JEDEC's LPDDR6 standard. Subsequently, Changxin announced that its fifth-generation DRAM process platform has achieved mass production and launched two LPDDR5X products based on this platform, aimed at smartphones and portable consumer electronics, with a single bare chip capacity increased by 50% compared to the previous generation of similar products.