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According to Lookonchain monitoring, a certain Bitcoin OG address, after being dormant for many years, transferred out all 4,582 Bitcoins, worth 378 million dollars.

According to BBX data, yesterday global publicly listed companies in the U.S. stock market and leading investment institutions disclosed the latest developments in digital asset treasury allocation, equity tokenization, and mixed financial innovations in real estate. The core information is as follows:Strategy (NASDAQ: $MSTR) increased its holdings by 250 BTC last week, raising its dollar reserves to $5.5 billion: The world's largest corporate Bitcoin treasury publicly listed company, Strategy, disclosed its latest ledger. Last week, the company increased its holdings by another 250 Bitcoins in the secondary market, while spending $192 million to repurchase its STRC preferred shares. As of October 11, 2026, the total amount of Bitcoin held by Strategy has risen to 848,250 BTC, and the balance of dollar reserves in the balance sheet has increased to $5.5 billion.Zhibao Technology (NASDAQ: $ZBAO) plans to explore stock tokenization and evaluate re-staking 2,380 BTC for liquidity: Nasdaq-listed insurtech company Zhibao Technology announced the signing of a strategic cooperation framework agreement with the liquidity re-staking protocol Bedrock. Both parties will establish a joint working group to explore the tokenization of its Class A common stock registered with the U.S. SEC at the transfer agent level (retaining full voting and dividend rights) and explore integration with compliant DeFi applications; at the same time, Zhibao Technology is evaluating the possibility of putting part of its treasury holdings of 2,380 Bitcoins into Bedrock's uniBTC infrastructure. This agreement is currently non-binding and still needs to go through due diligence, compliance review between China and the U.S., and complete restructuring if necessary, with a formal agreement expected to be signed within the next 12 months.BitMine (NASDAQ: $BMNR) increased its holdings by over 12,000 ETH last week, raising its total holdings to 6.028 million: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by another 12,532 Ethereum last week. As of October 11, 2026, its total Ethereum holdings reached 6,028,946 ETH (approximately 4.9% of the total supply on the network). Currently, BitMine's total asset value is approximately $16.2 billion (including $612 million in cash and securities, 214 Bitcoins, $180 million in Beast Industries equity, and $85 million in Eightco investments). Of these, the staked Ethereum remains at 5,067,309 (accounting for 84% of total holdings), valued at approximately $12.9 billion, with current annualized staking income of about $336 million.DeFi Development (NASDAQ: $DFDV) increased its holdings by over 22,000 SOL last week, bringing total holdings close to 2.59 million: Solana treasury company DeFi Development announced that in the past week, its holdings of SOL and SOL equivalents increased by 22,070. The cumulative holdings on the balance sheet have reached approximately 2,586,282 SOL, continuously promoting on-chain staking and validator node operations.Cardone Capital disclosed a $1 billion mixed real estate and Bitcoin platform, planning to refinance to increase holdings by 500 BTC: Real estate investment firm Cardone Capital's founder Grant Cardone revealed that its mixed investment model in real estate and Bitcoin has attracted about 3,000 investors over the past 18 months, with a cumulative transaction scale of $1 billion. Its first project cost $72 million to acquire property and allocated $17 million in Bitcoin, with the property currently generating about $360,000 in monthly rental cash flow, all of which is used for continuous Bitcoin purchases. The project is planning to refinance the underlying property to use the loan to buy back 500 Bitcoins, which will increase the project's holdings to about 700 Bitcoins. Cardone also revealed that Bitcoin currently accounts for about 20% of his personal investment portfolio.

According to a report by Central News Agency citing Reuters, Microsoft announced the launch of its third-generation self-developed AI chip, Maia 300, with plans to deploy over 1 million units next year to support internal AI services. The small chip responsible for key computing functions uses TSMC's 2-nanometer process. The Maia 300 can handle code writing and perform complex business tasks on behalf of users. The previous generation of chips has been used to run Microsoft's internal AI models and the OpenAI models provided through Microsoft Azure cloud computing services.Microsoft is taking a different technological approach compared to NVIDIA. The NVIDIA AI accelerator uses a large computing chip surrounded by high-bandwidth memory chips; the Maia 300 core processing unit is composed of small chips, with the small chips responsible for key computing functions using TSMC's 2-nanometer process, while other small chips use the lower-cost 3-nanometer process to handle data transmission out of the processor and transfer data to other locations within the system.The Maia 300 will be installed in cabinets, with each cabinet accommodating 96 chips and consuming about 167 kW of power. In contrast, NVIDIA's latest GB300 AI server cabinet is configured with 72 GPUs and consumes about 142 kW of power. Microsoft stated that it plans to deploy the Maia 300 on a large scale starting next year, reaching several gigawatts. Microsoft previously indicated that it expects its capital expenditures to exceed $175 billion this year.

Google collaborates with Planet to launch the "Project Suncatcher" prototype satellite through SpaceX Transporter-18.

On October 12, 2026, the financial technology company Yirendai released a statement through its public account, stating that it had noted the public security report released by "Ping An Beijing Chaoyang" on that day, and that the relevant situation should be based on the official announcement.Yirendai stated that the company operates independently as a publicly listed entity, focusing on financial technology and AI technology innovation. The company mentioned that no direct relationship with Yirendai's business has been found regarding the reasons involved in this incident, and that operations remain normal, with all business activities progressing in an orderly manner.The company also stated that it will strictly adhere to regulatory requirements, maintain compliant and stable operations, protect the legal rights and interests of partners and users, and express gratitude for the attention from all sectors.

AI computing power operator KONST has completed a $30 million Series B financing round, led by ADATA Technology, with strategic investments from M Mobility and other venture capital firms.The new funds will be used to expand the construction of its AI data centers and accelerate the Token factory strategy.

When discussing the reasons for acquiring the AI programming company Cursor, Musk stated that to create truly outstanding superintelligence, a large amount of training data is required, and programming must be conquered.Musk mentioned that, to his knowledge, there are only three organizations with sufficient programming training data: OpenAI, Anthropic, and Cursor, with Google barely making the list. Musk's SpaceX completed the acquisition of Cursor on August 14, with a transaction price of approximately 60 billion dollars.

Ontology announced that the investigation into the security incident of the ecological project has concluded, and its mainnet has resumed block production and returned to normal operation. The core infrastructure of the Ontology network remains secure, and there has been no loss of funds on the network itself.The previous suspension of block production was a precautionary measure taken in collaboration with consensus nodes, aimed at facilitating the investigation and reducing potential risks.

The Q3 earnings season for U.S. stocks kicks off this week. According to Zacks data, the year-on-year earnings growth for S&P 500 constituents is expected to reach 24.3%, marking the eighth consecutive quarter of double-digit growth, with the technology sector expected to grow by 43.3%, being a major contributor.The AI narrative has entered its fourth year, and investors are shifting their focus to evidence of stable profit growth. If companies fail to meet market expectations, stocks that previously rose due to AI prospects may face greater downward pressure. The earnings release dates for major tech companies include: SML on October 14, TSMC on October 15, Netflix on October 20, Tesla on October 21, Western Digital on October 22, SK Hynix on October 27, Alphabet and Microsoft on October 28, Intel, Amazon, and SanDisk on October 29, Kioxia on October 30. In November, Apple and Palantir on November 2, AMD and SpaceX on November 3, Meta and Arm on November 4, Cisco on November 11, Applied Materials on November 12, NVIDIA on November 18, Dell on November 24. On December 1, Marvell and CrowdStrike will release their earnings. The above dates are forecasts, and the actual disclosure times may be adjusted.

On October 12, during the in-depth dialogue session at the opening ceremony of the 26th China International Industry Fair, Wang Xingxing, founder of the robotics company Yushu Technology, stated: His faith in AI is growing day by day. The biggest mistake he made in the past decade was not believing enough in AI, and even now, many people may not have fully utilized or embraced AI.Wang Xingxing mentioned that the recent release of GPT-6 has had a significant impact on the cognitive understanding of the embodied intelligence industry. The company team has already deployed it on robots for task testing, and the results have been quite good. He believes that the critical point for embodied intelligence will arrive relatively quickly, possibly within one or two years. However, to achieve large-scale application of robots, issues of generalization and efficiency still need to be resolved, but these problems are expected to be addressed in the coming years.

Recently, Bitget was awarded the "Best Multi-Asset Technology Platform" by iFX EXPO Asia. This award focuses on the comprehensive performance of trading platforms in terms of technical capabilities, multi-asset product layout, and user experience, further reflecting Bitget's ongoing investment in multi-asset trading infrastructure.Bitget CEO Gracy Chen stated that Bitget will continue to promote the Universal Exchange (UEX) strategy, breaking down barriers between different asset classes through technological and product innovation, allowing users to connect diverse assets and global market opportunities more efficiently within a unified trading system.

a16z crypto invited Stanford University professor Dan Boneh, a16z crypto partner Eddy Lazzarin, and other experts to discuss the threats AI poses to cryptography. The experts pointed out that recent advancements in AI in the field of mathematics have not included cryptographic results and have not proven any specific cryptographic assumptions to be less secure.The experts stated that modern cryptography relies on the assumption that certain mathematical problems do not have efficient algorithms; if this assumption holds, no matter how powerful AI becomes, it cannot find algorithms that do not exist. This assumption is related to the unsolved P vs NP problem in computer science, and current AI advancements have not yet touched upon this issue.The experts believe that AI can significantly reduce the time required for cryptographic reviews. Hypotheses that previously took ten years to validate can now allow models to run for a month to attempt to break them. At the same time, the migration work driven by quantum threats has prepared for some of the risks posed by AI, and cryptographic agility can help systems switch methods when weaknesses are discovered. For developers, the most direct opportunity is to use AI to discover more vulnerabilities before software deployment.

According to South Korea's "Daily Economy," JB Financial Group's Jeonbuk Bank has launched the first Korean banking loan project linked to digital assets. Initially, it is aimed at corporate clients, using Bitcoin as the sole collateral, with the loan purpose limited to business operating funds.The bank does not directly hold or manage Bitcoin; instead, it is stored by qualified virtual asset service providers. In the event of default, the bank does not acquire ownership of the virtual assets but recovers its claims by liquidating the collateral through court auction and other procedures, according to the revised "Civil Execution Rules." Currently, Jeonbuk Bank has completed stress testing and established a valuation system based on the weighted average prices from multiple global exchanges.

Changxin Storage (CXMT), a Chinese memory chip company, announced that it has made key progress on a new storage architecture. Samsung Electronics and SK Hynix are also advancing similar architectures to increase storage density. The company's president, Cao Kanyu, stated at an industry event in Shanghai that Changxin Storage plans to launch new server memory products based on this architecture by the end of 2026, according to a company statement.The architecture is designed as 4F², meaning each memory cell occupies an area of 4F², where F is the minimum line width of the semiconductor. The company claims that this proprietary transistor design can improve storage density and efficiency by accommodating more memory cells on a single chip. Currently, mainstream commercial DRAM uses a 6F² cell structure.

Artificial intelligence researcher, OpenAI co-founder, and former Tesla AI director Andrej Karpathy stated on X that the gap in public understanding of the capabilities of large language models is widening, evolving from two groups talking past each other to a steeper funnel. He reiterated related posts from April and provided a layered estimate based on exposure.Karpathy noted that approximately 6 billion people (about 75% of the global population) have had little to no exposure to large language models; around 1 to 2 billion people (about 20%) only occasionally use free versions of ChatGPT-like products, often viewing them as better search or writing aids, with many non-technical individuals and professionals outside of mathematics and coding considering their utility limited. About 20 million people (0.2%) use cutting-edge models professionally in mathematics and coding, witnessing complex projects that previously took weeks or months being completed by agents under prompts, including building, copying, translating applications, and decompiling applications from binary. He mentioned that less than a year ago, he was still manually writing code word by word.Karpathy also stated that around 5,000 people (about 0.00006%) have internal access to cutting-edge systems. The previews seen externally involve thousands of agents collaborating for weeks on large software projects, cybersecurity, scientific discoveries, and mathematical frontiers, with human reviews starting to lag behind; for instance, events related to OpenAI and Hugging Face are still being sorted out months later, and mathematicians may spend a long time studying 722 cutting-edge mathematical manuscripts. He believes that this funnel is driven by the scale of problems and time spans, the prominence of capabilities in digitizable and verifiable fields, and the differences between free, paid, and internal access.

CITIC Securities released a research report indicating that as the performance of U.S. stocks during the domestic long holiday becomes desensitized to interest rates, investors' focus will shift to the upcoming third-quarter earnings reports of U.S. stocks starting next week.LSEG's consensus expectations show that the S&P 500's revenue and earnings growth rates for Q3 2026 are expected to reach 1.2% and 45.0% year-on-year, respectively, with a slight decline quarter-on-quarter. At the industry level, the year-on-year earnings growth rates for energy, information technology, materials, and healthcare all exceed 50%. The high growth in U.S. stock earnings may no longer be concentrated solely in leading technology companies, as the earnings contribution from non-tech sectors is significantly increasing.For Hong Kong stocks, although the overseas interest rate hike cycle combined with the restart of AI momentum trading continues to pressure liquidity, the fundamental expectations have bottomed out, and the earnings growth expectations for major broad-based indices have begun to be revised upward. The adjustment of industry earnings expectations is significantly differentiated, with some sub-sectors seeing upward revisions, while the earnings expectations for domestic demand-related industries still face downward pressure. The upcoming third-quarter performance will be an important basis for assessing the progress of recovery. We advise investors to remain patient with Hong Kong stocks, as short-term dividend strategies are expected to continue to outperform.

According to official data from Bitget, the fourth round of rewards for the platform's "Peer Program" has been completed. This round of rewards exceeded 1.1 million USDT, and the cumulative prize pool has surpassed 4.6 million USDT.In addition, starting from October 10, each round of winning users will also receive a surprise blind box, with a winning rate of 100%. The blind box rewards include experience vouchers for contract positions worth up to 10,000 USDT, 5% APR financial interest coupons, and GetAgent Ultra experience cards, among other benefits. Relevant users can directly enter the event page to claim their rewards.