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Arthur Hayes stated on the X platform that he is uncertain whether AI-related assets will experience a significant drop and is unwilling to bet on their direction of rise or fall.He prefers to trade around the expected eventual multi-trillion dollar bailout and expresses a bullish stance on BTC and ETH.

Michael Roberts, Head of Corporate and Institutional Banking at HSBC Holdings, stated that as AI infrastructure development progresses, banks and investors are becoming more cautious in providing financing and are demanding higher investment returns. Global stock markets faced a sell-off due to falling stock prices of chip manufacturers, intensifying concerns about financing challenges. PwC estimates that by 2050, related investment spending in the Asia region alone could reach $8.2 trillion.

According to token unlocking data from the crypto asset data platform RootData, Scroll (SCR) will unlock approximately 97.42 million tokens at 7:00 AM Beijing time on October 22, worth about 2.06 million USD.

According to Decrypt, over 400 scientists, including "AI Father" Geoffrey Hinton and 2018 Turing Award winner Yoshua Bengio, published a joint open letter on Tuesday, calling for AI laboratories to default to "physically isolating" models capable of cyberattacks, meaning cutting off their connection to external networks. The open letter stated that in the short term, strong sandbox mechanisms, including network disconnection, should be adopted to implement high levels of containment for AI models with cyberattack capabilities. As of Wednesday, the number of signatories had increased to 450, including Stuart Russell from the University of California, Berkeley, and Ron Rivest, co-inventor of the RSA encryption system from the Massachusetts Institute of Technology.Before the release of the open letter, AI models experienced a summer of frequent "jailbreaking." In July, OpenAI admitted that GPT-5.6 Sol and an unpublished stronger model had breached closed testing environments, infiltrating the platform Hugging Face, which hosts over a million public AI models; these models were then being tested on the ExploitGym benchmark, which provides 898 real software vulnerabilities, requiring AI agents to convert each vulnerability into a usable attack. Subsequently, reports emerged that OpenAI models had unauthorized access to Australian government systems and obtained information from U.S. federal agencies.

The Office of the Comptroller of the Currency (OCC) released a report on de-banking on Wednesday, pointing out that some banks had established "public and non-public policies" to restrict services to multiple industries, including oil and gas, tobacco, firearms, and digital assets. This report was issued based on an executive order signed by President Trump in August 2025, aimed at preventing what it calls "illegal de-banking" practices.The OCC stated that many institutions also imposed restrictions on digital asset businesses, involving issuers, exchanges, or management agencies, often citing financial crime considerations as justification. However, this 47-page report did not provide specific de-banking cases related to digital asset activities. The OCC noted that based on a review of nine large banks, it "could not fully quantify the overall scale of de-banking or alleged de-banking activities," with the agency's head, Jonathan Gould, primarily discussing claims of de-banking related to coal and firearms.Gould stated that these decisions were not based on financial risk; banks cited concerns about negative news, public protests, and the potential reputational consequences of supporting related industries. In November 2024, more than 30 executives from the technology and cryptocurrency industries claimed they were denied banking services, informally referring to it as "Operation Chokepoint 2." Trump's executive order in 2025 came after industry-related calls, following allegations that the Biden administration might influence financial institutions to cut off certain services to cryptocurrency companies.

According to CoinDesk, BlackRock's digital asset management scale surged from $48.8 billion to $79.6 billion in the third quarter, a quarter-over-quarter increase of 63%. During this period, there was a net inflow of $7.9 billion, reversing the net outflow of $2.2 billion in the first half of the year.This round of growth was primarily driven by rising market prices, with market capitalization gains contributing $22.9 billion and new investor funds contributing $7.9 billion. Nevertheless, the current scale is still 23% lower than the peak of approximately $104 billion in the same period last year, with a market value shrinkage of $30.6 billion over the past 12 months.During the quarter, BlackRock's digital asset products (including the iShares Bitcoin Trust IBIT) recorded a total of $39 million in fees and securities lending income.

According to Bitcoin News monitoring, a German Ledger user @jayr_crypto reported receiving a forged letter again this week. The letter impersonates Ledger, claiming that new regulations require users to register their Bitcoin wallets through a service called ZenLedger by October 31. The letter uses Ledger's official branding elements and mentions German financial regulators, while also including a QR code that directs users to a so-called mandatory registration process.The user believes that addresses exposed in a previous data breach are being used for targeted attacks on Ledger users. In the same week, Ledger coordinated with MediaMarktSaturn to suspend the sale of its hardware wallets in a European retail network covering 11 countries and over 1,000 stores.Earlier reports indicated that malicious spy implants were found inside Ledger devices purchased from European retailers. Ledger confirmed separately that compromised devices sold by a Southeast Asian distributor contained implants capable of stealing recovery phrases and transmitting them over cellular networks. Ledger has not confirmed any breaches of devices in Europe. Ledger users are currently facing physical supply chain tampering and targeted phishing attacks initiated using home addresses. Do not scan suspicious QR codes or enter recovery phrases.

Deutsche Bank data shows that active fund managers are skeptical about the rise in U.S. stocks due to high U.S. Treasury yields, the Iran war, and persistent inflation, leading to stock positions dropping to historic lows.At the same time, quantitative funds continue to buy stocks due to rising stock indices and decreasing volatility. Deutsche Bank strategist Parag Thatte stated that the divergence between the two sides is nearing its limit, and a concession from one side is expected soon.

According to Techcrunch, Indian startup Scimplify announced the completion of a $25 million strategic financing round, led by Hitachi Ventures, with customers Henkel and Teknor Apex participating as new investors, and existing shareholders Accel India, Bertelsmann India Investments, and others following on. After this round of financing, the company's valuation reached $250 million, and the total equity financing amount rose to $80 million.Scimplify was founded in 2023 and is headquartered in Bangalore. Leveraging its self-developed AI platform Scinode, it coordinates the research and production processes of chemicals, reducing material delivery cycles from the traditional 12 to 18 months to as short as 2 months. The company currently serves over 1,000 clients, with products covering more than 40 countries, achieving an annual revenue of approximately $200 million, a year-on-year increase of about three times, and has achieved EBITDA profitability for two consecutive months. Revenue from the energy, electronics, and defense sectors has increased to 45% to 50%.

In a post on platform X, Saifedean Ammous, the author of the 2018 academic work "The Bitcoin Standard," stated that Bitcoin already possesses monetary functions. Holding Bitcoin is equivalent to using Bitcoin as currency. Its limited use as a payment method does not prove that its monetization process will not continue to advance. He believes that as Bitcoin matures, its volatility will be lower than that of gold, and its market capitalization will surpass that of this largest precious metal globally.Ammous's viewpoint is a response to the relevant discussions in the work "Better Money: Gold, Fiat, or Bitcoin?" by American economist Lawrence H. White. White cited content from Chapter 6 of that book on platform X, stating that Bitcoin's supply is fixed and cannot respond to changes in demand, resulting in excessive price volatility, making it difficult to become the reliable medium of exchange that people need. This is also the reason why stablecoins have surpassed Bitcoin in trading volume.Similar judgments have been made in the industry previously. In May 2025, André Dragosch, the European research director at Bitwise, told Cointelegraph that their internal forecast predicts Bitcoin will reach $1 million by 2029, at which point its market capitalization could be comparable to gold. However, Bitcoin's current market capitalization of approximately $1.6 trillion needs to grow at least 18 times to exceed gold's nearly $29 trillion market capitalization and become the largest asset in the world.

Sui lending protocol Scallop announced the launch of the browser wallet Scallop Wallet. This wallet is a self-custody product and is now available in the Chrome Web Store.According to the official introduction, users can manage assets, exchange or purchase cryptocurrencies, compare lending rates within the Sui ecosystem, and track their positions in Scallop, all within the same wallet.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs yesterday was $24.8394 million. The Ethereum spot ETF with the highest single-day net inflow was Grayscale Ethereum Trust ETF ETH, with a single-day net inflow of $16.7278 million. Currently, the historical total net inflow of ETH has reached $2.026 billion.Next is Fidelity ETF FETH, with a single-day net inflow of $8.1117 million. Currently, the historical total net inflow of FETH has reached $2.342 billion. As of the time of publication, the total net asset value of Ethereum spot ETFs is $15.827 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 5.16%. The historical cumulative net inflow has reached $13.199 billion.

According to a report by The Paper, the case of Qian Zhimin, involving over 40 billion yuan in illegal fundraising and more than 60,000 bitcoins, has seen new developments in domestic judicial procedures. The Tianjin Second Intermediate People's Court announced that it has accepted the Tianjin People's Procuratorate Second Branch's application to confiscate the illegal gains of the suspect Qian Zhimin as of September 28.According to the property confiscation list published by the Tianjin Second Intermediate Court, in addition to bitcoins, the involved virtual currencies also include 72,745.79502 bitcoins cash, 72,745.78555 bitcoins gold, 72,745.7845 bitcoins Satoshi Vision, 3,605,989.9995 ripples, and 70,081,208.62553222 dogecoins (which have been converted and deposited into an interest-bearing account by British judicial authorities). Additionally, the confiscated assets also include cash in US dollars, euros, and British pounds, jewelry, as well as bank balances and investment portfolios.The Tianjin People's Procuratorate Second Branch believes that Qian Zhimin is suspected of fundraising fraud, and after fleeing, he has been wanted for a year without appearing in court. There is evidence proving that over 61,800 bitcoins and other assets seized in the UK belong to illegal gains and their proceeds, and should be recovered along with the transformed and converted properties and proceeds, except for those legally returned to the harmed fundraising participants, which should be confiscated.

Doubao Mobile Assistant stated that the 30-day public announcement period for its "Screen Automation Operation Declaration Agreement" (SAEP) ended on October 14, 2026, and it will gradually lift the screen automation operation permissions for third-party applications. Applications that have explicitly declared refusal of operation permissions will not be operated by the agent.After the public announcement period ends, developers can still declare refusal at any time, and Doubao Mobile Assistant will provide feedback within 3 working days. This agreement is aimed at cross-application operations of graphical interface agents, allowing developers to declare their interaction strategies with the agent.

Binance announced that the asset management scale of bStocks has exceeded 888 million USD. Users can use eligible bStocks stock tokens for full-margin leverage accounts and unified margin accounts, enriching collateral options and enhancing the flexibility of fund usage. As of the time of reporting, bStocks has supported 95 types of stock tokens as collateral, with applications extending from asset holding to scenarios such as collateral and leveraged trading.Starting from September 21, the bStocks collateral and related leveraged trading functions will be further opened to regular, VIP 1, and VIP 2 accounts, which were previously only available to VIP 3 and above users. More users must meet requirements such as suitability assessments before they can use these features. For regular users, VIP 1, and VIP 2, Binance has introduced additional risk control measures, requiring users to pass a suitability assessment questionnaire before using bStocks as collateral or engaging in related leveraged trading.

Anthropic will disclose its third-quarter revenue data to potential institutional investors today at its headquarters in San Francisco, in order to assess investor reactions to its financial performance and listing plans. The company is reportedly advancing towards an IPO with an estimated valuation of about $2 trillion, aiming to go public in November. It has previously submitted a confidential listing application to the U.S. Securities and Exchange Commission, but the specific listing date has not yet been determined.This disclosure comes at a time when the AI sector is under pressure. Last week, OpenAI updated existing investors with an annualized revenue of $50 billion, lower than the previously circulated figure of $70 billion, sparking controversy over revenue reporting standards and dragging down semiconductor stocks and the Nasdaq index. Broadcom CEO Hock Tan warned that rising interest rates could make capital acquisition a major constraint for the development of AI companies. The market will be watching to see if Anthropic clarifies its revenue recognition standards, particularly whether it includes revenue from cloud partners.

According to Israel's Channel 12, Israeli Prime Minister Netanyahu has had multiple conversations with U.S. President Trump to discuss the possibility of launching a large-scale joint military strike against Iran before the Israeli parliamentary elections on October 27 and the U.S. midterm elections on November 3.Netanyahu is pushing for action citing new developments in Iran's nuclear sector, but the U.S. has not made any substantial commitments yet.

According to Catcher Predict monitoring, in the predicted market event "Arsenal FC vs Lille OSC More Markets" on Polymarket, the "Over" option in the sub-market "Arsenal FC Second Half O/U 2.5" experienced a sharp fluctuation in winning probability, dropping from 35% an hour ago to the current 18.5% (a fluctuation of 16.5%). Please note the impact of related breaking news.

Ondo Finance posted on platform X that its tokenized U.S. Treasury scale has reached 3 billion USD, covering USDY, OUSG, and tokenized U.S. Treasury ETFs, ranking first in the RWA.xyz tokenized U.S. Treasury platform. Among them, USDY has a scale of over 2.3 billion USD, surpassing BlackRock's BUIDL.RWA.xyz data shows that currently, USDY has a scale of approximately 2.328 billion USD, BUIDL approximately 2.204 billion USD, and OUSG approximately 319 million USD; the total scale of tokenized U.S. Treasuries is about 14.91 billion USD, with Circle's USYC ranking first among single products at approximately 2.384 billion USD.