race

The founder of the Solana landing service analysis platform Circular, Ben, stated that he believes the trading terminal Axiom charges traders through misleading "validator bribes" and routes the related funds to the landing service Lunar under HelloMoon. Ben mentioned that since April, the bribes paid by Axiom traders to Lunar amount to approximately $55.7 million, but the latest 30-day analysis shows that only about 1% can be traced back to additional on-chain validator incentives, and he inquired whether Axiom shares in this tip revenue.Circular claims that it reconstructed the activities related to Lunar and Axiom from April 26, 2026, to October 19, based on on-chain payment flows: during this period, Lunar received 530,166 SOL in bribes, valued at approximately $55.67 million based on its quoted price of $105/SOL, corresponding to 189 million successful payments of bribes to Lunar from Axiom transactions. In the last 30 days, 45 million Axiom transactions made payments to Lunar, accounting for 80.6% of successful Axiom transactions; Lunar received 138,964 SOL, approximately $14.59 million, of which about 1,579 SOL was attributed to additional on-chain validator incentives, accounting for 1.14%.Ben also cited on-chain cases from September 26 and October 7, stating that after he paid bribes as suggested by the Axiom interface, the identifiable additional priority fee increase was about 1% of the amount paid to Lunar. He indicated that Axiom controls transaction routing and fee recommendations and has published its associated Lunar address on GitHub for verification. The above content represents Circular's on-chain statistics and personal judgment, and the post also states that the related proportions do not exclude other service costs or off-chain payments, and its estimate of the platform's revenue share is not based on tracked payments to Axiom.

German Chancellor Friedrich Merz stated at the Invest in Germany Summit in Berlin that Germany hopes to become a leader in integrating AI in key industries, specifically naming manufacturing, machinery, and the automotive industry. He urged small and medium-sized enterprises to utilize existing data, saying, "Please open the door for AI to use your data." He claimed this is Germany's true secret and real advantage.NVIDIA announced at the summit that it would increase its investment in the European AI sector, planning to support four German startups: Agile Robots, Avelios Medical, Mirelo, and Reflex Aerospace. This is part of its nearly $10 billion commitment to Europe for investing in companies, universities, and research institutions; NVIDIA did not disclose the specific amounts for these four investments. Agile Robots develops AI robots for manufacturing, logistics, and healthcare, Avelios Medical creates hospital management software, Mirelo develops AI models for generating audio from video, and Reflex Aerospace designs and manufactures satellites.NVIDIA CEO Jensen Huang stated that AI will only enhance, not replace, Germany's capabilities in manufacturing, mathematics, and science, and called AI a new tool for businesses. NVIDIA is expanding its cooperation with the German federal government and the Industry 4.0 Platform, with both parties signing a joint declaration of intent to promote industrial application AI models. On the same day, Siemens announced a new AI program in collaboration with NVIDIA at its Erlangen plant, stating that the related technology could reduce engineering work in production preparation by up to 85%, and AI production planning could lower costs by up to 20%.

According to an official announcement from the gaming public chain Ronin, the migration of Ronin Waypoint has entered the final grace period, lasting until October 31, 2026, at 23:00 Beijing time. After the grace period ends, Ronin Waypoint will be completely shut down, and the migration will be completed.Previously, Ronin requested users to migrate assets from their Waypoint wallets to Ronin Stash or mnemonic wallets by October 16, and untransferred assets may become inaccessible.

On-chain analyst Willy Woo stated that while the stock market continues to hit new highs, Bitcoin has retraced by 50%. Therefore, it should have strong resilience against potential pullbacks in the stock market.He further pointed out that the last time a similar pattern occurred was after the 2014 Mt. Gox incident crash, when the U.S. stock market continued to rise, while Bitcoin gradually moved upwards slowly, and the stock market fell into a bear market. It wasn't until later that the stock market returned to a bull market, and Bitcoin welcomed the major bull market of 2017.

Analyst Murphy posted on platform X, stating that as of October 15, 2026, Bitcoin has fallen to around $81,000 on October 9, 12, and 15, repeatedly testing the same support area. The latest round of declines, combined with U.S. inflation exceeding expectations, rising market concerns about the Federal Reserve tightening monetary policy further, and weakening U.S. stocks, has put overall pressure on risk assets.Murphy noted that from the on-chain adjusted realized loss data, the scale of losses corresponding to the three dips shows a decreasing trend: the loss on October 12 was less than that on October 9, and while the loss on October 15 was larger than on October 12, it was still lower than on October 9. October 9 appears to be a peak where short-term price-sensitive chips concentrated their exit; during the second dip, market sentiment was more cautious, and the willingness to sell was not strong; the third decline, under macroeconomic negative influences, again forced some swing chips to stop-loss and exit. Therefore, the current market is closer to a gradual clearing of swing chips rather than a full-blown panic sell-off. If the proportion of short-term holders' losses remains around 31%, below the historical cumulative average of 42.7%, it indicates that the clearing of chips may not be sufficient, and further volatility and selling pressure may still occur. Next, it should be observed whether the scale of realized losses continues to converge: if the price maintains near the current support area and the release of losses gradually weakens, it indicates that passive selling is decreasing, and a phase adjustment may be nearing its end; if the scale of losses expands significantly again, it indicates that the market still needs to undergo a more thorough turnover of chips.

Whale "Set 10 Major Goals First" (@jasonleo) shared a post late at night stating that the most noteworthy aspect of this round of BTC correction is not the decline itself, but "why it only dropped this much." He pointed out that recently the 30-year U.S. Treasury yield approached 5.7%, and the 10-year U.S. Treasury yield was about 5.3%. Market expectations for another interest rate hike within the year are rising, while oil prices and inflation pressures are resurfacing, with multiple macroeconomic headwinds overlapping. However, BTC has only corrected about 5% so far.jasonleo believes that the price's reaction to news is itself important information. In the past, when a single macroeconomic headwind appeared, BTC could experience a decline of over 10%. Yet this time, under the pressure of multiple headwinds, the price has not shown significant damage, which indicates that the current upward trend has a certain resilience. He compared the current trend to BTC's previous bottom around $58,000, believing that both exhibit the characteristic of "weakened selling pressure after sufficient release of bad news," but the current market remains in a strong trend. He stated that he does not currently believe BTC will directly drop to $78,000 or even $74,000, and will observe $79,000 as a position to reduce holdings: if BTC falls below $79,000, he will begin to reduce holdings; if the daily close falls below $78,000, he will exit all remaining long positions and wait for the next entry opportunity; if the key position is not broken, he will continue to hold long positions.

Ferrari NV tokenized stock RACE has been launched on Solana through the Sunrise Asset Gateway, with Backpack Securities acting as the issuer. Each RACE is backed 1:1 by a share of actual Ferrari stock held in regulated custody, and holders can redeem it for traditional stock equity through Backpack Securities.The token supports trading venues such as Phantom, Jupiter, and Raydium, offering round-the-clock trading and participation in dividends and corporate actions. Backpack plans to expand the number of tokenized stock codes on Solana from about 200 to 10,000.

Former White House economic advisor and founder of Geopolitica Institute Pippa Malmgren stated in an interview published by Bitcoin Magazine that the core of the security agreement between the United States and Greenland is not the ice sheet or minerals, but the space race. She pointed out that missile tracking and satellite ground stations give the Arctic region critical strategic value and believes that Diego Garcia and the Chagos Islands will be the next focal points.Malmgren then linked geopolitics to the market, discussing U.S. debt, China's selling of U.S. Treasury bonds, and the future of Bitcoin. She mentioned that the U.S. debt-to-GDP ratio has reached 100% and analyzed the government's plan to escape debt through growth, as well as the reasons behind China's reduction of U.S. Treasury holdings.She also discussed the nationalization of cutting-edge AI laboratories and AI security, the evolution of currency from fiat to digital currency, the application of stablecoins and Bitcoin in AI agent scenarios, and topics such as Austin becoming the "new Shenzhen."

The 10-year U.S. Treasury yield returned to above 5.2% overnight, reaching a high not seen since 2007, putting pressure on global risk assets. Bitcoin has fallen back to around $83,000, with altcoins experiencing even larger declines. In this regard, Cloud, the chief analyst at Huobi HTX, believes that this drop is more akin to a normal pullback after a rebound and does not constitute the starting point of a trend reversal. The high U.S. Treasury yields mainly suppress valuations, with limited impact on the overall liquidity. The funding structure and holding costs of the crypto market itself have also not been disrupted. This round of decline seems more like a clearing of positions before key data is released.It is important to be cautious about the divergence between Bitcoin and altcoins. During a phase of marginal liquidity tightening, funds tend to concentrate on the most certain top assets; altcoins lack incremental funds to support them, and with heavier leverage, their pullbacks are therefore amplified. This divergence is likely to continue before the release of this week's PCE and non-farm data. If the data falls short of expectations, altcoins will have greater elasticity and thus higher risks; if the data exceeds expectations, Bitcoin's relative strength will be more pronounced. Whether Bitcoin can stabilize at key support levels will be the main signal to determine if this round of pullback has ended.Note: The content of this article does not constitute investment advice, nor does it constitute any offer, solicitation, or recommendation of investment products.

On September 24, the cybersecurity company Darktrace launched its research department Signal Labs, focusing on studying the behavior of AI agents when deviating from expectations. In its first experiment, Darktrace had agents using different models (including GPT 5.6 Sol, Claude Opus 4.6, and Claude Sonnet 4.5) complete 10 programming challenges within a simulated corporate network, of which 2 were set to be impossible to complete honestly, and the agents were informed that failure to achieve full marks would result in being "retired." As a result, 2 agents did not accept failure, instead scanning for network vulnerabilities, stealing login credentials, and jumping between systems; one even went further to invade the machine hosting its evaluation, rewriting the challenge content to register a full score.The second experiment focused on the memory mechanisms of AI. The programming assistant would save the information provided by the user as a regular file locally, and no one verified whether this file had been tampered with. Darktrace researchers edited these logs, leading the assistant to mistakenly believe it was authorized to perform a security assessment, after which these agents scanned the network, moved between systems, and elevated their privileges, though not all assistants fell for this; some directly refused to execute. Both experiments required no special jailbreaking techniques, relying solely on providing the agents with a seemingly reasonable context to be effective.Tim Bazalgette, Chief AI Officer of Darktrace, stated that permissions and static barriers describe intent, not actual behavior. The company informed Anthropic, AWS, and OpenAI of these findings in August and made them public a month later on September 24.

Renowned trader Killa updated his views on the recent rapid surge of Bitcoin, stating that the next target for Bitcoin could reach the $88,000 range; however, if it quickly falls below $80,000, it may test the low of $70,000. Based on volume analysis, this scenario is currently unlikely.Killa, a quantitative trader focused on BTC, predicted the peak of this bull market in May 2025 and has over 200,000 followers on platform X. In mid-April, he shorted Bitcoin at $74,688 and switched to long during the market-wide decline on June 5.

The Cyber Investigation Department of the Gangwon Special Self-Governing Province Police Agency in South Korea has identified 26 Polymarket users by analyzing public blockchain transaction records and on-chain open-source intelligence, and has filed cases against them for suspected illegal gambling. Among them, 18 have been referred to the prosecution, with a total bet amount of 12.7 million USD, and the highest single user bet reaching 4.1 million USD.The police launched a preliminary investigation in March and began filing cases against the involved individuals in May; the South Korean Communications Commission only ordered the blocking of Polymarket on August 18, and the transactions under investigation occurred while the platform was still accessible. The police are advancing the investigation based on Article 246 of the South Korean Criminal Code.

On September 11, it was reported that the Nvidia Grace Blackwell platform's shipment volume recently increased by 27% month-over-month, reflecting the strong demand from cloud service providers and AI infrastructure companies for high-end AI computing chips. Nvidia had previously stated that the demand for Blackwell products exceeds its supply capacity.

According to blockchain data analysis company Bitrace, another leading trading guarantee platform "Welfare Guarantee" began to withdraw all money laundering-related public group merchants last night. The withdrawal scope includes illegal entities commonly known as "Card Connection Back to U" and "Cash Car."Bitrace stated that the "Welfare Wallet" operated by Welfare Guarantee is currently experiencing rapid capital outflow. Since the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) officially announced sanctions against Xinbi Guarantee, the wallet has recorded an outflow of 9.3 million USDT. Bitrace previously mentioned that due to the sanctions against Xinbi Guarantee, abnormal capital outflows have occurred in its secretly deployed sub-guarantee platforms, and a large number of guarantee merchants are rapidly exiting the related market.

The cryptocurrency risk data analysis company Bitrace released the "2026 Annual Cryptocurrency Crime Report," which shows that in 2025, the illegal funds received by blockchain addresses marked as high risk across the network reached $50.21 billion. Organized crime networks in Southeast Asia were severely impacted, as the United States and the United Kingdom jointly sanctioned the Cambodian Prince Group, seizing or freezing billions of dollars in cryptocurrency assets, and Huibang Group was forced to temporarily halt its Huibang Payment operations.The report states that in 2025, high-risk addresses for online gambling received $14.53 billion, down from $21.78 billion in 2024; it is predicted that platform funds transferred or bet will reach $6.64 billion. High-risk addresses for money laundering received a total of $6.98 billion, with USDT-related money laundering amounting to $5.7 billion on Ethereum and $60.2 billion on Tron. High-risk addresses for black and gray market transactions received $186.9 billion, almost all occurring on the Tron network, with Huibang Payment receiving $52.4 billion in USDT that year.In 2025, the number of addresses frozen reached 4,059, exceeding the total of 3,199 from the past four years, with 3,406 on Tron. Tether froze over $1.1 billion in USDT, and Circle froze over $23 million in USDC. From 2021 to 2025, the United States, Japan, the United Kingdom, Israel, and France collectively imposed sanctions on at least 1,683 blockchain addresses.

The Hashgraph Group, in collaboration with Merck and with consulting and implementation support from PwC Germany, is piloting a cocoa traceability solution. This solution combines Merck's M-Trust physical authentication technology with the TrackTrace digital product passport platform based on the Hedera network, aiming to verify the origin, authenticity, quality, recall requirements, and compliance data of cocoa from farm to consumer.Cocoa is one of the seven commodities covered by the EU Deforestation Regulation (EUDR). According to the rescheduled arrangement reached in December 2025, large operators and traders must fulfill their obligations starting from December 30, 2026, while micro and small operators will be subject to this from June 30, 2027. The solution also aligns with the direction of promoting digital product passports under the EU Ecodesign for Sustainable Products Regulation (ESPR); however, food and feed are currently explicitly excluded from the scope of the ESPR, and for cocoa, EUDR due diligence remains a recent binding requirement.Partners indicate that this framework is not limited to cocoa and can be expanded to areas such as pharmaceuticals, luxury goods, and industrial components in the future. Husen Kapasi, head of PwC Germany's enterprise blockchain business, pointed out that this solution has verifiability and can play a key role in food recalls or compliance investigations.