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According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $572,902.11 in a single bet on the event "Club Atlético de Madrid vs. Manchester United FC" for "Club Atlético de Madrid." Based on the current transaction price, the latest corresponding winning probability for this bet is 55%.

Palantir's Chief Technology Officer Shyam Sankar stated in an interview on CBS News' "Face the Nation" that many AI researchers have started smoking to demonstrate their confidence in AI to other researchers. He quoted the attitude of such researchers saying, "I truly believe in AI; it will cure cancer, so I’m showing you that I’m all in." Sankar did not name any specific researcher nor cite survey data; this statement was made in passing when host Margaret Brennan pressed him on why he was so focused on the topic.In the interview, Sankar referred to effective altruism as a "millennial-style doomsday cult" and mentioned FTX founder Sam Bankman-Fried as the most well-known representative of the movement. He also cited Pascal's idea that everyone has a "God-shaped hole" in their heart, claiming that some researchers are trying to fill this hole with a machine god called AGI.Medical data contrasts with this claim. The U.S. CDC states that smoking causes about one-third of cancer deaths in the U.S., and cigarette smoke contains at least 69 known carcinogenic chemicals, with smokers being about 25 times more likely to develop lung cancer than non-smokers. Anthropic CEO Dario Amodei stated in August that the promise of AI curing cancer is "more of a cliché than inspiring," and that only a true cure for cancer can win public trust. CBS polling shows that 50% of Americans believe the problems created by AI outweigh the problems it solves, and 45% want the government to limit the use and development of AI.

Jeonbuk Bank is reportedly the first commercial bank in South Korea to start issuing Korean won loans secured by Bitcoin, according to local media. The Bitcoin is held by a third-party custodian; the effective changes to the execution rules allow the bank to sell the collateral through a court ruling for recovery without actually receiving the Bitcoin.The loan scale, interest rate, and loan-to-value ratio have not been disclosed. A representative from Jeonbuk Bank told Chosun that one loan has already been issued.

According to the Base official website and official X account, the Ethereum L2 network Base has launched the Earn & Borrow program, providing an end-to-end technology stack for the platform, enabling it to offer floating rate stablecoin yields and crypto asset collateralized loans to eligible users based on Base infrastructure and third-party lending markets.The yields from depositing stablecoins such as USDC primarily come from the excess collateral loan interest paid by borrowers, and can connect to lending protocols like Morpho and Aave. The official website shows that the average yield for US dollar stablecoins in the Base lending market is 4.45% (excluding incentives).

On-chain data company CryptoQuant researcher Rei Researcher pointed out in a report released on Monday that as the Bitcoin supply on exchanges continues to shrink, the price of Bitcoin may see an upward trend. The report shows that the Bitcoin held by exchanges has decreased from 2.8 million in February to 2.67 million. The recent price of Bitcoin is around $83,485, remaining stable over the past 24 hours but rising 8% over the past 30 days, following the best-performing quarter in years.The report states, "If buying demand continues to improve while exchange supply remains low, Bitcoin could benefit from a supply-demand imbalance, creating favorable conditions for a longer-term upward trend." The report adds, "More importantly, Bitcoin has rebounded from its lows in recent weeks, while exchange reserves continue to decline. This is a notable development, indicating that even as the market recovers, the supply available for trading is still decreasing." The report also notes that investors may be transferring Bitcoin out of exchanges and into cold wallets.In the first half of 2026, Bitcoin traded below $65,000 for most of the time. After reaching an all-time high of $126,080 in October 2025, the cryptocurrency has been in a bear market for most of this year. However, the situation changed in August when the U.S. Treasury doubled the scale of liquidity support repurchase operations, weakening the dollar while boosting non-yielding assets like Bitcoin. Analysts say that the so-called "devaluation trade" has heated up again, benefiting Bitcoin as it did in 2024 and 2025. Currently, the price of Bitcoin is still over 30% lower than its historical record.

On September 30, the U.S. Securities and Exchange Commission (SEC) released final rules adjusting the quorum requirement to only one commissioner in most cases to constitute a quorum, which took effect on October 2. The SEC stated that this move aims to enhance the flexibility and finality of institutional rule-making. Earlier this month, Commissioner Hester Peirce resigned, leaving only Chairman Paul Atkins and former Acting Chairman Mark Uyeda as the two remaining commissioners, while the agency's statutory seats are five.The leadership vacancy at the U.S. Commodity Futures Trading Commission (CFTC) is even more pronounced, as Michael Selig has been the only Senate-confirmed chairman and commissioner since December 2025. Both agencies were originally set to have five commissioners. In terms of rule-making, the SEC proposed in August to provide a safe harbor for tokens not to be classified as "investment contracts," and the CFTC followed up in October, with Selig stating that he would utilize existing statutory authority to advance cryptocurrency regulation through proposed rules regarding exchanges; Atkins also mentioned on October 2 that more regulatory proposals would be forthcoming.On October 5, the Financial Times published a commentary by Robin Wigglesworth, pointing out that with only two commissioners, if one needs to recuse themselves or is unable to perform their duties, a single commissioner can pass formal rules applicable to a securities market worth trillions of dollars. Uyeda subsequently responded in the Financial Times, stating that the SEC's commitment to its mission has not changed, and the rule modification merely clarifies that when all but one commissioner must recuse themselves, the commission can still constitute a quorum.

According to official news, Starknet announced the launch of shadow accounts, allowing users to participate in public DeFi activities through an independent address controlled by themselves, while keeping the association between this address and the main wallet confidential.Shadow accounts are independent pseudonymous addresses on Starknet, with funds sourced from the user's protected STRK20 balance. The first integration will go live tomorrow. The balance, transaction records, and holdings in various applications of the shadow account will still be publicly visible on-chain, but STRK20 can protect the association information between the shadow account and the user's main wallet. This means that users do not need to hide their DeFi activities themselves, while also reducing the likelihood of external observers tracing related activities back to their main wallet.

According to Catcher Predict monitoring, in the market prediction event "Galatasaray SK vs FC Barcelona More Markets" on Polymarket, the "Over" option for the sub-market "Galatasaray SK O/U 4.5" experienced a dramatic fluctuation in winning probability, soaring from 3.15% an hour ago to the current 21.4% (a fluctuation of 18.25%). Please note the impact of related breaking news.

According to Coinglass data, the total liquidation across the network in the past 24 hours was 729 million dollars, with long positions liquidated at 592 million dollars and short positions liquidated at 137 million dollars.

Google has started to roll out Gemini 4 Argon to Google AI subscription users, applicable on platforms including Google Antigravity, the Gemini app, and the AI mode in Google Search. Gemini 4 Argon is launched at a promotional price of $2 per million input tokens and $10 per million output tokens.

The institutional crypto trading platform FalconX and the synthetic dollar protocol Ethena are operating a collateralized lending arrangement with a scale of 1 billion dollars, funded by the reserve assets of the stablecoin USDe. The related loans are over-collateralized, with Ethena holding the first priority collateral rights.FalconX's cumulative trading volume has exceeded 25 trillion dollars. This arrangement was disclosed by the market intelligence account msbintel and mentioned the official account of Ethena.

According to CoinDesk, the cryptocurrency exchange MNX, developed by the prediction market platform Manifold Markets, officially launched on Tuesday, offering futures contracts linked to the valuations of private AI companies such as OpenAI, Anthropic, DeepSeek, and Moonshot. The platform is built on the MegaETH blockchain and completed a $6.4 million funding round in June, led by Village Global.Compared to existing products from OKX and Bitget, MNX's contracts expire at the end of 2027 and do not charge periodic funding rates; the perpetual contracts offered by Bitget and OKX have no expiration date. Max Killberg from Village Global stated that AI is driving one of the largest investment cycles in history, but the financial infrastructure surrounding it remains quite underdeveloped. The organization hopes to build financial markets around AI rather than just betting on another prediction market.Stephen Gruggett, co-founder of Manifold Markets, indicated that MNX's model is better suited for private companies like OpenAI and Anthropic, which have infrequent equity trades and are difficult to price. Traders can use up to three times leverage, with prices determined by trading activity on the MNX platform rather than external price sources.If the company is still not publicly listed when the contracts expire, the exchange will use public valuations from funding rounds, investment funds, or secondary markets; MNX currently does not serve U.S. customers but plans to obtain the necessary licenses and intends to launch markets covering a broader range of the AI economy, including company revenue, employment, housing, AI supply chains, and computing power.

NVIDIA will announce a $2 billion investment in artificial intelligence in Europe this week.

The International Monetary Fund (IMF) released the October "Global Financial Stability Report," which for the first time discusses the tokenized market in a dedicated chapter. The report shows that as of the end of July, the public market size of tokenized Real World Assets (RWA), excluding repos and stablecoins, is approximately $65 billion, with credit accounting for about $30.4 billion, money market funds about $17.5 billion, and stocks about $2.3 billion. The average daily trading volume of tokenized repos over 30 days reached $303 billion.The report states that the issuance of tokenized stocks is highly concentrated, with Ondo Finance and Backed Finance (xStocks) together accounting for over 70%. More than 50% of trades occur outside regular trading hours for U.S. stocks, with about 80% of trade sizes being less than one share, volatility being about 1.5 times that of traditional markets, and liquidity being significantly lower.The IMF believes that while the scale of tokenized assets is small, it may bring efficiency improvements in multiple areas, but it could also create new channels for leverage accumulation and liquidity and maturity mismatches, exacerbating technological and infrastructure risks, with current systemic risks remaining limited. The IMF also pointed out that in the absence of interoperable central bank currencies, stablecoins and tokenized deposits may become the main settlement tools in the tokenized capital market, leading to issuer credit risk and concentration risk.

The WeChat public account "Zeping Macro," managed by Chinese macroeconomist Ren Zeping, published an article titled "11 People Earn 900 Million Dollars a Year, Hyperliquid Changes Wall Street," focusing on the decentralized trading platform Hyperliquid and its Chinese co-founder Jeff Yan.The article states that Hyperliquid's core team consists of only 11 people, with a net profit exceeding 900 million dollars in 2025, and an average profit surpassing that of Apple, Nvidia, and OpenAI.Zeping Macro indicates that Hyperliquid is challenging the traditional financial model that relies on centralized intermediaries through self-developed blockchain, on-chain transparent trading, automatic execution of smart contracts, and a round-the-clock trading mechanism. Additionally, it is expanding the trading scope to traditional financial assets such as crude oil and stock indices with the help of HIP-3.The article claims that its core breakthrough lies in replacing some of the credit of traditional financial intermediaries with code and publicly verifiable rules.

Market news shows that Nvidia has invested in Doctolib, GenesisAI, and Pigment.

NVIDIA CEO Jensen Huang stated that NVIDIA invested $8 billion in Europe over the past year.

According to The Defiant, the Solana development team Anza has scheduled the migration of Alpenglow's mainnet Beta for approximately 10:50 AM Eastern Time on October 21 (Wednesday), at which point the new consensus system will replace TowerBFT, aiming to reduce the final confirmation time for transactions to about 150 milliseconds. The Solana Foundation's upgrade guide indicates that the final confirmation time under TowerBFT is about 12.8 seconds. Final confirmation refers to the point in time when a transaction can no longer be rolled back, rather than the block interval.Alpenglow's Votor voting protocol no longer submits votes as on-chain transactions; instead, messages are sent directly between validators and aggregated into certificates, allowing blocks to be finally confirmed after one to two rounds of voting. The removal of voting transactions from blocks also frees up block space for users, while the execution and fees for user transactions remain unchanged. This upgrade had previously completed the migration of the testnet and development network in September, and the mainnet functionality switch has not yet been activated. According to Anza's activation policy, the new version of the software must be adopted by 95% of the staked amount for two epochs before it can be activated on the mainnet.The migration plan separates the activation of the functionality switch from the handover itself: the functionality switch is activated at the epoch boundary, and after 5,000 slots, blocks will pause carrying user transactions and will only contain votes. Validators will then establish the Alpenglow genesis certificate supported by 82% of the staked amount, roll back blocks containing only votes, and then restore user transactions with Votor. Anza expects the handover to take several hundred milliseconds.

Strategy indicates that its "Bitcoin Banking Adoption Index" rose to 34% in the third quarter of 2026, showing that major banks worldwide are increasingly adopting Bitcoin and digital asset-related services, although the overall situation remains in the early stages. Among them, Fidelity ranks first with 77%, followed by JPMorgan Chase at 47% and BNY at 46%.Strategy states that the increase in the index this quarter was mainly driven by several advancements, including the expansion of Bitcoin ETF/ETP product access, the increase in institutional custody services, and the development of lending services using BTC as collateral.At the same time, progress in the fields of stablecoins and asset tokenization has also impacted the index's increase. As traditional financial institutions gradually explore digital asset infrastructure, Bitcoin-related services are extending from investment products to custody, financing, and financial application scenarios.

Coinbase released a technical discussion article on Bitcoin's Post-Quantum Readiness, stating that Bitcoin needs to proactively address the cryptographic risks posed by quantum computing in the future and recommends that the community begin relevant migration preparations as soon as possible.Coinbase believes that Bitcoin's quantum-resistant upgrade involves not only selecting new quantum-resistant signature algorithms but also considering factors such as block space limitations, full node validation capabilities, institutional custody needs, ordinary wallet compatibility, and solutions for handling funds that cannot be migrated. Bitcoin should consider introducing output structures that support quantum-resistant signatures and explore hybrid solutions, such as allowing the same funds to have both traditional ECDSA/Schnorr signatures and quantum-resistant signatures as authorization paths for a smooth transition.Additionally, Coinbase emphasizes that the quantum migration will take years, and the community should complete preparations before the threat of quantum computing truly emerges. For BTC funds that have not migrated for a long time, lost private keys, or exposed public keys, Coinbase believes that solutions should still be sought through governance and technical discussions.