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Bitcoin recorded its best performance in the third quarter since 2017, with an increase of 43%. Influenced by the surge in U.S. Treasury yields and weak employment data in September, the Federal Reserve's interest rate hike expectations for October have significantly cooled.

According to Globenewswire, Nasdaq-listed Solana Treasury Company DeFi Development (DFDV) disclosed that it increased its holdings by approximately 26,203 SOL last week, bringing the total holdings to about 2,564,200 SOL, valued at approximately $302 million.DFDV also revealed that since the release of its second-quarter results on August 12, the holdings of SOL and equivalent assets have grown by about 11%. Additionally, it completed the first dividend payment for CHAD variable rate preferred shares on October 1. This product is designed to generate income through SOL staking and validator node operations, supporting dividend payments and serving as a financing tool for further accumulation of SOL.

According to Cointelegraph, a report by Chainalysis indicates that from the first quarter of 2024 to the second quarter of 2026, the number of independent wallets sending peer-to-peer (P2P) stablecoin transactions in China increased 43 times.During the reporting period from July 2025 to June 2026, Chainalysis recorded 18.1 million transfers involving self-custodied stablecoin holdings in China, totaling $10.41 billion. The annual turnover rate of stablecoin holdings was 33.2 times, more than three times the global average of 9.3 times. Chainalysis believes this characteristic aligns with users using stablecoins as working capital.Chainalysis estimates that the size of China's crypto economy is at least $176 billion, with domestic P2P activities accounting for 59.1%, which is 3.5 times the share during the 2025 reporting period. In March 2026, the volume of stablecoin transfers within China increased by $4.9 billion, marking the largest monthly increase during the reporting period. This growth occurred amid China's long-standing restrictions on crypto trading, as regulators introduced new rules in February targeting unauthorized RMB-pegged stablecoins and tokenized real-world assets.Chainalysis pointed out that China's P2P-dominated market contrasts with other markets in East Asia. South Korea, with $449.1 billion, has become the largest crypto economy in East Asia, with activity growing by 12.3% compared to the previous reporting period, and retail investors showing a preference for AI-related tokens. Institutional platforms in Hong Kong accounted for 16% of service inflows, nearly three times that of regional neighbors, and recorded nearly $24 billion in business-to-business inflows, issuing the first batch of stablecoin licenses in April.

According to PR Newswire, Bitmine Immersion Technologies (NYSE: BMNR) announced that as of October 4, 2026, the company holds 6,016,414 ETH (valued at $2,726 each, approximately $16.4 billion), accounting for 4.9% of the total supply of Ethereum (122.1 million), just 1% away from the "5% Alchemy" target.The company's total crypto assets + cash and tradable securities + "Moonshots" investments amount to $17.4 billion, which includes:ETH: 6,016,414BTC: 214Cash and tradable securities: $643 millionBeast Industries equity: $180 millionEightco Holdings (NASDAQ: ORBS) equity: $117 millionCurrently, 5,067,309 ETH (approximately $13.8 billion) has been staked, operated through the self-developed institutional-grade staking platform MAVAN, with a 7-day annualized yield of 2.63%, and an expected annualized staking yield of approximately $363 million, which could reach $431 million when fully staked.

Strive CEO Matt Cole disclosed that Strive purchased 2,000 BTC at an average price of $84,422 per coin, totaling approximately $169 million, increasing the company's total Bitcoin holdings to 29,462 coins.In this financing, 61.5% of the funds came from SATA, with warrants generating an additional $56.7 million in revenue.

According to official news, Strategy purchased 334 BTC at an average price of $85,839 last week, with a total expenditure of $28.7 million, increasing its total holdings to 848,000 BTC, valued at $63.97 billion at cost.The company repurchased $176 million worth of STRC and sold 92,894 shares of MSTR stock, raising $15.7 million for the purchase of Bitcoin.Strategy expects digital asset earnings for the third quarter to be $20.91 billion, and as of September 30, the book value of its Bitcoin holdings reached $70.82 billion.

Digital asset management company CoinShares stated in its latest survey that the willingness of wealthy investors to allocate to cryptocurrencies continues to expand. The survey targeted a total of 2,230 wealthy investors from the United States, the United Kingdom, France, Germany, Italy, Sweden, and Switzerland.The survey showed that the digital asset holding rate ranges from 54% to 70%, with the holding rates in the United States, the United Kingdom, and Germany approaching 70%. Among respondents who already hold digital assets, there is a strong willingness to increase exposure by 2026. CoinShares noted that at least 85% of existing investors in the five markets plan to increase their positions, with the proportions reaching 91% in the United States, the United Kingdom, and Germany, and 78% and 71% in Switzerland and Sweden, respectively.

Bitcoin Treasuries posted on platform X that the Japanese listed company Remixpoint (3825.T) increased its holdings by 7.45 bitcoins, currently holding 1508.72 bitcoins, ranking 37th among the top 100 companies by BTC holdings.

CryptoQuant analyst Axel Adler Jr. stated that as of October 4, the number of Bitcoin short-term holders increased by 87,000 to 3.94 million over the past 30 days, remaining above the previous month's level for seven consecutive weeks. This metric has been positive since August 18, indicating that the supply of Bitcoin that has been transferred in the last six months is increasing.Currently, the average cost for Bitcoin short-term holders is approximately $74,100, with an overall unrealized profit of about 15%, roughly flat compared to a week ago but lower than the peak of 19% on September 22. Meanwhile, the average cost has risen by about $1,000 compared to a week ago, indicating that as Bitcoin prices rise, the entry costs for short-term holders are also increasing. $74,100 is a key level to watch. If Bitcoin falls below this level, short-term holders will overall turn to unrealized losses; if the 30-day holding change also turns negative, it would mean that the position size of this group is beginning to shrink, potentially further weakening the market structure.

According to Hyperliquid on-chain data, the address 0xec4a...cf62 increased its long positions in BTC and ETH between 13:24 and 13:30. Among them, the BTC long position increased from about 260 to about 360 (worth approximately 30.93 million USD), with an opening price of 84,931 USD and a liquidation price of about 63,450 USD; the ETH long position increased from about 1,637 to about 3,719 (worth approximately 10.09 million USD), with an opening price of 2,689 USD and a liquidation price of about 533 USD.The account value of this address is approximately 5.35 million USD.

According to the official announcement, the on-chain destruction of GateToken (GT) for the third quarter of 2026 has been completed, with a total of 1,987,321.2431520 GT destroyed, valued at over 22.35 million USD. As of now, the total cumulative destruction of GT has reached 191,934,541 tokens, with a total cumulative destruction value exceeding 1.504 billion USD (calculated at the quarterly average price), reducing the total token supply by approximately 63.98% from the initial 300 million tokens.As the quarterly destruction continues to be executed, the long-term deflationary mechanism of GT is further advanced, and market supply continues to shrink. Recently, the market performance of GT has strengthened, with a cumulative increase of 32.49% over the past 30 days and a cumulative increase of 63.63% over the past 90 days.At the same time, the Gate ecosystem continues to expand, with over 61 million global users, supporting more than 5,300 types of crypto assets and over 12,800 stocks and ETFs, while continuously promoting the infrastructure construction of Gate Chain, Gate Layer, and others.As the native asset of Gate Chain, GT can be used for basic functions such as Gas Fee payment and on-chain transfers. With the continuous launch of on-chain products like Gate Perp DEX, Gate Fun, and Gate Meme Go, its actual application scenarios are further extended. Against the backdrop of ongoing destruction mechanisms and expanding ecological applications, the supply structure and actual usage foundation of GT further form synergy, providing a more solid support for its long-term development.

According to a report by CoinGecko, Ethereum's native token ETH outperformed Bitcoin in the third quarter, with a price increase of 70%, surpassing Bitcoin's 42% increase. However, during the same period, ETH's liquidity significantly narrowed compared to Bitcoin.From July 6 to September 30, the average daily market median depth of ETH was only 35% to 45% of Bitcoin's, while it was at least 60% during the same period last year. Market depth measures the total dollar value of buy and sell orders within a certain price range. The depth of ETH within a 0.15% price range was between 13 million to 14 million dollars. CoinGecko stated that ETH still maintained good liquidity in this range, with most exchanges having both buy and sell side depths exceeding 1 million dollars.The liquidity of other mainstream tokens is also thinning. Solana's SOL saw its depth within a 2% price range drop from about 28 million dollars per side last year to about 20 million dollars this year. XRP's total depth remained stable at around 30 million dollars, but the order book was biased towards buyers, with buy orders around 18 million dollars and sell orders around 14 million dollars. CoinGecko pointed out that XRP's market capitalization is about 40% higher than SOL, but the depth within the 2% price range is lower because SOL's average daily trading volume is still 25% higher than XRP.

According to GMGN data, the top 5 trending sector tokens in the past 24 hours are as follows:Human (8nPo....MBC): Currently priced at $0.0018, market cap of $1.75 million, 24h increase of +45.8K%, 24h trading volume of $23.91 million, number of trades 171,734;HIGGS (DoVA....ump): Currently priced at $0.0009, market cap of $810,000, 24h increase of +23.3K%, 24h trading volume of $23.12 million, number of trades 197,082;Agency (7Ver....ump): Currently priced at $0.0123, market cap of $11.76 million, 24h decrease of -25.5%, 24h trading volume of $24.53 million, number of trades 89,238;ZEC (A7bd....XaS): Currently priced at $1340.5, market cap of $200 million, 24h increase of +2.6%, 24h trading volume of $16.63 million, number of trades 93,372;SI (DEW9....WDP): Currently priced at $0.033, market cap of $32.81 million, 24h decrease of -14.4%, 24h trading volume of $12.04 million, number of trades 45,614;

According to market data, the stock price of SKY Financial Corporation Stablecoin Development Corporation (SDEV) rose from a closing price of $0.84 on September 17 to a closing price of $7.48 on October 2, an increase of over 700% within 15 days, with a single-day increase of about 104% on October 2.The S-3/A document submitted by the company in September shows that as of September 13, it held approximately 2.315 billion SKY, accounting for about 10% of the total supply.

According to Coinglass data, the total contract open interest for BTC has increased by 5% in the past 24 hours, with the current total open interest at 55.947 billion USD. Among them, Binance has an open interest of 11.686 billion USD, OKX has an open interest of 3.184 billion USD, Bybit has an open interest of 5.655 billion USD, and Gate has an open interest of 4.506 billion USD.

The founder and executive chairman of Bitcoin Strategy Company, Michael Saylor, has once again released information related to the Bitcoin Tracker, captioned "More orange than ever."According to previous patterns, Strategy usually discloses Bitcoin holding changes the day after relevant news is released.The data in the image shows that Strategy holds a total of 847,666 Bitcoins, with an average purchase cost of approximately $75,400, totaling a value of $7.229 billion.

According to CoinDesk, data from the cryptocurrency recruitment platform CryptoJobsList shows that the number of job postings by cryptocurrency companies in September increased from 382 in July to 1,241, continuing to rise from 886 in August, and surpassing the most active month earlier this year, January, which had 573 postings. The number of companies posting jobs in September rose to 125, up from 107 in July, and briefly dropped to 77 in August.The platform believes that the recovery in hiring in September aligns with the seasonal pattern of business returning to normal after the summer off-season in the Northern Hemisphere, but the data indicates that seasonality is not the only reason: the number of job postings in August had already doubled compared to July, and there was no similar surge from August to September in 2025; the most active month that year, October, had only 373 postings, with data from July to September remaining basically flat.In contrast to the increase in job postings, the number of applications fell from 25,700 in July to 24,631 in August, and further declined to less than 20,000 in September. CryptoJobsList interprets this divergence as a tightening competition for professional talent. Over the past three months, finance has been the largest recruitment category, followed by engineering and trading, with stablecoins, AI, security, and compliance also making the top ten; the most requested blockchain skills are Bitcoin, Ethereum, and Solana.

Bitcoin Magazine reported that the Chief Business Officer of the cryptocurrency exchange platform Coinbase stated that the company is working with advisors from six globally systemically important banks to increase exposure to Bitcoin.Coinbase Chief Business Officer: The company views this as an opportunity to expand the market and provide individuals with more ways to access Bitcoin. Globally systemically important banks are large banks identified by the Financial Stability Board that have a significant impact on the global financial system.

Visa stated that its stablecoin-linked card program's payment volume has increased by nearly 200% year-on-year, currently supporting over 160 consumer, business, and commercial card programs. Since the beginning of the 2026 fiscal year, approximately 17% of the stablecoin-linked card transaction volume has come from business and commercial card programs. Mark Nelsen, Visa's Global Head of Products, Commercial, and Cash Flow Solutions, stated that businesses are seeking reliable and trustworthy methods of fund transfer, and stablecoins are increasingly appearing in commercial applications such as vendor payments, treasury operations, and cross-border commerce.Allium research shows that payments are the fastest-growing use case for stablecoins, with annual payment volume estimated between $401 billion and $527 billion, including service fees, payroll, and vendor payments of $56 billion, $43 billion, and $28 billion respectively, with B2B cross-border payments accounting for 43%.