second

Ark Protocol project Second disclosed that its server was exploited on Monday, resulting in a loss of 0.75 Bitcoin of its own funds, approximately $62,300. The team stated that user funds were not affected and repairs were completed within a few hours.The attacker subsequently continued to attempt to extract more funds from the project and launched a denial-of-service attack. Second stated on Tuesday that the attack could lead to a decrease in the ability of wallets based on Bark to receive Lightning Network transfers. Second indicated that the vulnerability occurred in the boarding process of the Ark server, allowing the attacker to register and exit related boards solely with their own signature, while spending the same batch of VTXO in the nodes through the Lightning Network. The attacker also attempted to use Bitcoin related to the security vulnerability of Blink Wallet from September 19, but was unsuccessful.

The International Monetary Fund has completed the second and third reviews of the $1.4 billion financing mechanism for El Salvador, disbursing $139 million and granting exemptions after the country violated Bitcoin holding limits.The International Monetary Fund currently expects that, aside from documented donations, the El Salvador government will not purchase more Bitcoin and will increase the transparency of public Bitcoin holdings.

According to Catcher Predict monitoring, in the predicted market event "Croatia vs. Spain - More Markets" on Polymarket, the "Over" option in the sub-market "Croatia Second Half O/U 2.5" has experienced a dramatic fluctuation in winning probability, soaring from 8.5% an hour ago to the current 26% (a fluctuation of 17.5%). Please note the impact of related breaking news.

According to official data from Bitget, the second batch of rewards for its "Peer Program" has been completed. So far, the platform has distributed a total of 2,786,953 USDT rewards to 1,529,978 users.This event will last until October 26, and users can participate without registration. During this period, Bitget will continue to set up a user-exclusive prize pool with 30% of the platform's trading fee revenue, offering trading rewards, asset rewards, and VIP exclusive rights to different user groups.

According to Catcher Predict monitoring, in the market prediction event "Germany vs. Serbia - More Markets" on Polymarket, the "Over" option in the sub-market "Second Half O/U 1.5" has experienced significant fluctuations in winning probability, soaring from 61% an hour ago to the current 76.5% (a fluctuation of 15.5%). Please note the impact of related breaking news.

Ethena disclosed in the official September review that the USDe supply increased by over 700 million dollars in September, making it the second largest collateral asset on the Morpho platform and the largest dollar-denominated collateral asset, supporting two of the three major markets of the protocol.

According to Coinglass data, Bitcoin's return rate in the third quarter of 2026 reached 42.71%, setting the second highest record since 2013, only behind the 80.41% quarterly return rate achieved in the third quarter of 2017.

According to CryptoBriefing, the second round of funding for ETHSecurity Initiatives under TheDAO Security Fund has been launched, with a grant of $600,000 allocated for the formal verification of the Vyper compiler. Vyper is the smart contract language for protocols such as Curve, Yearn, and Lido.The fund originates from unclaimed ETH converted from the 2016 DAO incident, with the Ethereum Foundation publicly expressing support.

The final value of the real personal consumption expenditures quarter-on-quarter in the United States for the second quarter is 3.8%, higher than the expected 3.4% and the previous value of 3.4%.

The final annualized quarterly rate of real GDP in the United States for the second quarter was 2.2%, higher than the expected 1.5%, and the previous value was 1.5%.

According to Catcher Predict monitoring, in the market prediction event "Spain vs. Croatia - More Markets" on Polymarket, the "Over" option for the sub-market "Croatia Second Half O/U 2.5" experienced a dramatic fluctuation in winning probability, soaring from 10% an hour ago to the current 49% (a fluctuation of 39%). Please note the impact of relevant breaking news.

TSMC is considering expanding its production layout in the United States, planning to build a second manufacturing base in Dallas, Texas, which may include up to 6 advanced wafer fabs.The total investment for the new wafer fabs may exceed the $265 billion that TSMC has committed to invest in its Arizona facility.TSMC has not yet made a formal response to this news.

According to Axel Adler Jr's monitoring, although the price of Bitcoin has further risen to around $87,000, the market's profit-taking pressure is weaker than in August. During the second round of price increases, profits realized were 19% lower than during the first round, and losses also decreased.At the peak of the first round of increases on August 26, the price of Bitcoin was about $78,600, with profits realized over the past 7 days reaching $9.1 billion; at the peak of the second round on September 24, the price of Bitcoin rose to $84,100, with profits realized over the past 7 days amounting to $7.3 billion, a 19% decrease from the previous round. During the same period, losses realized over the past 7 days dropped from $2.6 billion to $1.5 billion. As of today, Bitcoin's net realized profit over the past 7 days is $4.3 billion.The Short-Term Holder SOPR has remained above 1 since August 20, indicating that the overall Bitcoin transferred by short-term holders is still in profit, but the profit margin has narrowed. At the peak on August 26, the corresponding profit margin for short-term holder SOPR was 2.8%; it dropped to 1.6% at the peak on September 23; and as of today, it has further decreased to 1%. During the pullback of Bitcoin to $76,500 on September 17, the short-term holder SOPR fell to a low of 1.003, with the profit margin for short-term holders transferring Bitcoin narrowing to 0.3%, but it did not fall below 1.

According to the Economic Daily, citing sources from the semiconductor equipment industry, TSMC plans to expand its manufacturing presence in the United States. Following Arizona, it is set to initiate plans for a second park in the U.S., with a high likelihood of establishing six advanced wafer fabs in Dallas, Texas. Reports indicate that if the second park is launched, the total investment is expected to exceed the $265 billion in Arizona, linking Arizona's wafer manufacturing with Texas's advanced ecosystem. As of September 28, the reporter has not received a response from TSMC; supply chain operators stated that the owner has not yet notified preparations, and the board has not yet made a decision.The total investment in TSMC's wafer fab in Phoenix, Arizona, has now increased to $265 billion, with plans including six wafer fabs, two advanced packaging plants, and a research and development center. Reports suggest that TSMC's considerations for increasing its overseas presence include proximity to customers, diversification of geopolitical risks, and overcoming resource limitations such as land, water, and electricity in Taiwan. U.S. customers accounted for approximately 75.64% of TSMC's revenue in the first half of 2026.There are widespread rumors in the industry that TSMC is responding to demands from customers like NVIDIA, Intel, AMD, and Apple for local production in the U.S., while facing pressure from the U.S. government, which has threatened that chip manufacturers must relocate back to the U.S. or face tariffs of up to 200%. Dallas and North Texas are known as the "Silicon Prairie," with local factories established by Texas Instruments, Coherent, Samsung, and Tesla. Reports indicate that the Arizona facility still faces challenges such as water shortages, power shortages, and labor shortages, while Texas offers talent, lower tax burdens, and stable electricity, leading supply chain operators to believe that site evaluations are nearing completion.

As U.S. consumer confidence data remains strong, driving expectations for high interest rates and rising U.S. Treasury yields, gold and silver are under pressure. According to CoinGlass data, gold (XAU) is currently priced at $4,225.56, with a 24-hour decline of 1.45%; silver (XAG) is currently priced at $62.69, with a 24-hour decline of 2.41%.During the period of significant market fluctuations, trading volume for Gate precious metal contracts surged: Gate silver contracts had a 24-hour trading volume of $59.5667 million, ranking second in the industry; Gate XAU gold holdings are approximately $417.78 million, also ranking second in the industry.

According to a report by ZDNet Korea on September 28, Samsung Electronics is accelerating the construction of the first mass production line (Ph1) at the Pyeongtaek Fifth Campus (P5) and is discussing with major equipment manufacturers to move the target for Ph1 equipment installation from the originally planned third quarter of next year to the second quarter of next year. P5 is the next-generation semiconductor production base aimed to be operational by 2028, and the construction of the Ph1 cleanroom began in the third quarter of this year.Samsung Electronics had previously advanced the completion of the P5 Ph1 cleanroom, originally scheduled for early next year, by about six months, so the equipment installation is expected around the third quarter of next year. Industry insiders say that the start time for equipment installation is planned to be moved up from July to August next year to around May to June next year; others have indicated that Samsung has even proposed to deliver equipment in the first quarter of next year for temporary storage at other locations, showing a strong willingness to invest early.Discussions on the investment for the second phase of P5 (Ph2) are also progressing. Currently, Ph1 is more likely to be built as a DRAM and HBM production line, while Ph2 is more likely to be built as an advanced NAND production line, including the tenth generation (V10). Equipment industry insiders say that formal purchase orders have not yet been placed, but Samsung has discussed building Ph2 as a NAND production line with partners, and due to the long equipment delivery cycle, they are requesting to prepare relevant components in advance. Reports indicate that large global tech companies are increasing orders for high-performance DRAM and NAND for AI infrastructure, while storage companies like Samsung have limited production capacity. Samsung stated during the second quarter earnings call in July that unmet demand this year will extend into next year, and the supply shortage next year will be more severe than this year, with shortages expected to continue until 2028.

According to the Economic Daily, the shipment of optical CPO related equipment for joint packaging is increasing. Suppliers such as ZhiDe, GaoMingTie, and DongYouDa have stated that orders from Europe, America, and Asia are flooding in, with order visibility extending to the second quarter of next year, and they are simultaneously starting factory expansions. Customers' demand for high-precision motion platforms and automated optical coupling equipment is increasing, with a noticeable rise in clients from Southeast Asia, including Singapore and Malaysia, in addition to major manufacturers in Europe and America.ZhiDe stated that after receiving thousands of orders for international CPO equipment, they have recently made new gains and are negotiating cooperation on CPO alignment modules with domestic and major manufacturers in Europe and America, with overall orders initially looking at a thousand units. The company is expanding production in the Shugu Garden and Nanke Park in response to demand, expecting to launch new capacity in the fourth quarter and continue to ramp up production next year.GaoMingTie has been certified by the world's top ten optical communication brands and has secured orders for 800G and 1.6T optical module coupling alignment modules, with optical communication product revenue accounting for 79% in the first half of the year. The company has acquired about 60% equity in an optical and medical factory in Taichung, and after establishing a production assembly line, the estimated capacity can be expanded by more than double, with the Dongguan subsidiary expected to ramp up production after mid-next year. DongYouDa is collaborating with the Japanese company Junhe on CPO optical coupling equipment, with order visibility extending to the second quarter of next year, and has already initiated plans to establish factories in Vietnam, India, and Mexico, increasing capacity utilization from 70% by the end of 2025 to 80%.

Polygon co-founder Sandeep posted on the X platform stating that the POL community has recently accumulated and permanently destroyed 100 million POL through on-chain revenue, accounting for about 1% of the total supply, and will additionally destroy approximately 25 million POL.Sandeep also mentioned that POL (formerly MATIC) is still "the most undervalued and overlooked project." According to him, Polymarket has launched perpetual contracts on Polygon, and with the recent upgrade, Polygon PoS is gradually evolving towards a more advanced blockchain, expecting to achieve a 1 millisecond confirmation time through block flow in the future. Additionally, OMS is about to enable Polygon to handle approximately 1 million new transactions daily.

According to CoinDesk, the Solana consensus upgrade Alpenglow has completed the switch to Testnet and Devnet on September 24 and 25, respectively, and is currently running on the two major public test networks, allowing application teams to test compatibility before launching on the mainnet. Alpenglow aims to reduce the final confirmation time from about 12.8 seconds to approximately 150 milliseconds by allowing validators to exchange votes directly instead of writing votes as transactions into blocks, enabling consensus to be reached within one to two rounds of voting.The Solana Foundation reminds that the transaction statistics containing validator votes may decrease after the upgrade, but user payments and transaction volume may not necessarily decline; applications that simply send transactions and read account balances do not need to migrate. The 150 milliseconds is a simulated target and has not yet been validated in a real mainnet environment, and wallet processing and exchange deposit confirmations may still increase waiting times. The exact date for the mainnet launch has not yet been announced.