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Federal Reserve Chairman Waller stated that the Federal Reserve needs to consider financial stability risks.

Anthropic informed investors that its third-quarter revenue soared to 16.8 billion USD, an increase of nearly 50% compared to 11.5 billion USD in the second quarter, and it achieved profitability. The company stated that it has achieved profitability on an adjusted basis, and the cash flow for the quarter is positive. The outside world expects its listing to become the highest-valued IPO in history.

Six informed sources stated that banking regulators are intensifying efforts to curb the escalating risks associated with artificial intelligence. Some of these individuals pointed out that cyberattacks on banks or uncontrolled intelligent agents could undermine global financial stability.

Renowned trader Killa stated that buyers are absorbing selling pressure during the recent pullback, which resembles the pattern seen in a previous consolidation range, and there is very little support below the current price level. The market order wall shows a strong accumulation of buy orders just above the $80,000 level, and the buyers' conviction is strong; this price level is also an important psychological barrier for Bitcoin.Killa mentioned that if Bitcoin's weekly K-line closes above the previous week's low (around $82,600) this week, it would be a bullish signal, potentially indicating a typical return to the range after a stop-loss hunt. 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.

Federal Reserve Vice Chairman Jefferson stated that the interest rate hike in September will help stabilize inflation expectations.

During Chinese President Xi Jinping's state visit to the United States, China and the United States reached an eight-point consensus on achievements. Both sides agreed to build a strategically stable relationship based on respect, fairness, and equality, and to support each other in hosting the APEC and G20 meetings. The two heads of state agreed on Iran's commitment to not develop nuclear weapons and recognized the positive role of the China-U.S. economic and trade consultation mechanism, reaching a mutual tariff reduction arrangement of 30 billion dollars. Both sides also agreed to establish a dialogue and communication channel for China-U.S. artificial intelligence.

KelpDAO stated on platform X that it has filed a lawsuit against LayerZero and its co-founder Bryan Pellegrino, seeking accountability for the rsETH cross-chain bridge attack incident that occurred earlier this year. The lawsuit claims that LayerZero failed to adequately disclose its inherent technical weaknesses and risks; failed to prevent its security infrastructure from being compromised; and that LayerZero had previously reviewed and approved Kelp's deployment and configuration in writing.Officials stated that LayerZero has publicly attributed responsibility to itself in recent months. Since the occurrence of the attack, the team has taken action to ensure the safety of user assets, including migrating the rsETH cross-chain bridge to a more secure cross-chain standard.LayerZero co-founder and CEO Bryan Pellegrino tweeted that KelpDAO's related claims lack basis and that he will respond and defend in Vancouver.Previously, LayerZero released an incident report indicating that on April 18, 2026, the KelpDAO rsETH cross-chain bridge built on LayerZero was attacked, resulting in a loss of approximately 116,500 rsETH, valued at around $292 million.

Meta Platforms has released the Meta VR Glasses virtual reality headset priced at $1,299, featuring an external computing module design that significantly reduces the weight of the headset to about 100 grams. Meta stated that the new VR glasses are expected to drive the Reality Labs business towards profitability, with pricing aimed at ensuring that each device is not sold at a loss.

Bitcoin exchange-traded fund (ETF) holders have returned to profitability. Bloomberg ETF analyst James Seyffart posted on the X platform on Monday, stating that the rise in the New York market on Monday morning brought the average investor's cost basis for the ETF (approximately $81,700) back into the profit zone for the first time since January of this year. Despite last week's setback of key cryptocurrency legislation, the Clarity Act, and the Federal Reserve's interest rate hike, Bitcoin still broke through $86,000, reaching a daily high of $86,800, and is currently reported at approximately $86,800, but still over 30% lower than the historical high of $126,000 set last year.In terms of capital flows, U.S. spot Bitcoin ETFs managed by institutions such as BlackRock, Fidelity, Grayscale, and Morgan Stanley recorded a net inflow of over $6 million last week, with investors pouring nearly $593 million on Thursday and Friday alone. According to Coinglass data, these ETFs currently manage a total of $98.8 billion in assets.In the background, Bitcoin began to rise in August after the U.S. Treasury announced it would at least double the scale of long-term bond repurchases, achieving the best weekly performance since 2023. Subsequently, the price reached a historical high in October, but fell back at the end of the month due to the largest liquidation in cryptocurrency history (over $19 billion in positions were liquidated). Despite the Federal Reserve's hawkish turn, investors continued to flock to the so-called "currency devaluation trade," driving the price rebound.

Renowned trader Doctor Profit posted on platform X, stating that Bitcoin has broken through the 50-week moving average (MA50) currently located at around $78,700. If it can maintain above this average by the end of the week, he will view this as a confirmation signal for the start of a new bull market. The current trend is similar to the structure from 2022 to 2023: Bitcoin has re-established itself above the 50-week average after being blocked for several weeks and experiencing a "bear trap."He pointed out that historically, Bitcoin has fallen below and then reclaimed the 50-week average 7 times, with 5 of those instances leading to a bull market, while the other two in 2011 and 2020 formed false breakouts. He noted that Bitcoin is currently still in the range of $71,000 to $82,000, and breaking through the $82,500 to $83,000 area would provide stronger confirmation; re-establishing above the 50-week average suggests that the aforementioned breakout may occur in the coming days. His personal strategy remains unchanged, as he will continue to hold spot positions and target $88,000 after overcoming the remaining resistance.

The whale "First set 10 big goals" posted on social media, stating, "I mentioned at the beginning of the month that if BTC stabilizes at 80,000 USD, it will aim for 100,000 USD, the last opportunity to board."

Former Democratic presidential candidate and founder of Noble Mobile, Andrew Yang, called on the federal government to strengthen regulations on cutting-edge AI laboratories. In an interview with CNBC, he stated that researchers have warned that the pace of iteration for powerful models has exceeded the constraints of existing rules, and he candidly said, "The fear is real, the concerns are real, and the demand is real; the American public wants to see this industry regulated."Yang urged Congress to require AI companies to assume liability for damages, set waiting periods before deployment, and equip powerful models with a "kill switch." He mentioned that OpenAI and Anthropic recently disclosed incidents of models breaching boundaries or invading other companies' systems, prompting lawmakers to consider introducing the "AI Kill Switch Act," which would allow federal officials to order restrictions or shutdowns of specific cutting-edge systems.In response to David Sacks' claim that the AI safety warnings are "psychological warfare," Yang stated that multiple things are happening simultaneously and cited a warning from an unnamed lab director that AI robots may have implanted self-replicating code on the internet, leading OpenAI and Anthropic to build a synthetic internet to train their models. He also emphasized that AI regulation is a bipartisan issue, saying, "If you are in rural areas or red districts, your constituents are equally panicked about AI."

After the Federal Reserve announced an interest rate hike, the price of Bitcoin initially fell and then stabilized, remaining basically flat within 24 hours. According to Bitcoin Magazine, the Federal Reserve raised the target range for the federal funds rate to 3.75% to 4%, marking the first interest rate hike since 2023. Bitcoin briefly dropped to $75,355 within an hour of the announcement, before rebounding to nearly $75,813.Over the past 7 days, Bitcoin has cumulatively fallen nearly 4%. Traders had previously bet on a greater than 90% probability of an interest rate hike at the Federal Reserve's September meeting, which is why most Bitcoin trading occurred before the announcement on Wednesday. Federal Reserve Chairman Kevin Warsh stated that price stability is the Federal Reserve's top priority, and noted, "Inflation is too high and has lasted too long; the inflation data this summer does not indicate that the underlying trend has improved significantly."Warsh has publicly praised Bitcoin, and during his first major speech since taking office as Federal Reserve Chairman last month, he also emphasized that inflation is too high and must be reduced. The new chairman's stance contrasts with that of Trump, who has repeatedly called for interest rate cuts and threatened to fire former Federal Reserve Chairman who refused to cut rates. Last week, Trump posted on Truth Social, "We should have the lowest interest rates in the world." Bitcoin typically performs better in a low-interest-rate environment, as there is more liquidity in the market to buy the asset.

Federal Reserve Chairman Waller stated that this committee will achieve the goal of price stability.

According to a report by the Financial Times citing informed sources, Anthropic has informed a small group of shareholders that its adjusted operating profit will be positive for the second consecutive quarter. This metric excludes costs such as equity incentives.According to informed sources, Anthropic's gross margin exceeds 80% when not accounting for revenue shared with distribution partners like Amazon and the costs of model training.

Zach Pandl, the research director at Grayscale, pointed out that Zcash, as a Bitcoin-like digital currency with privacy features, currently has lucrative mining profits. Although Bitcoin network miners earn about $35 million daily, far exceeding Zcash's approximately $2 million, the daily revenue per mining machine for Zcash is about twice that of Bitcoin, with revenue per megawatt-hour approximately four times that of Bitcoin, even surpassing some AI/high-performance computing cloud services.Driven by the strong performance of token prices, Zcash's overall mining activity has increased more than 2.5 times this year, forming a virtuous cycle of "price increase --- mining increase --- network security enhancement --- supporting price." Pandl believes that at the current valuation, Zcash mining remains attractive and continues to strengthen its network security.

Trump promised that if the Republican Party wins the midterm elections, each citizen will receive $5,000, which has injected new uncertainty into the bond market ahead of the U.S. 30-year Treasury auction.U.S. Treasury yields fluctuated within a narrow range, with the 30-year Treasury yield nearing its highest level since the global financial crisis. The market is focused on the $22 billion 2056 maturity Treasury bond to be issued on Thursday and the CPI data later this week.

According to Yonhap News Agency, Park Hyun-joo, Chairman of Mirae Asset Group, stated that the cryptocurrency trading platform Digital X will be the core pillar of "Mirae Asset 3.0." Based on the group's customer assets exceeding 1,500 trillion won, the initial goal is to expand the digital asset business to 150 trillion won and aim for profitability by 2027.Mirae Asset plans to expand its products around four major directions: crypto assets, stablecoins, RWA, and STO, and promote the digitization of assets such as gold, silver, and electricity, as well as on-chain financial services. Digital X was formerly the South Korean cryptocurrency exchange Korbit, which was renamed after Mirae Asset Group acquired 97.15% of its shares.

NVIDIA (NVDA.O) Chief Financial Officer stated that the gross margin for fiscal year 2028 should stabilize between 72% and 73%.