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JUST released an open letter to JST holders and launched the JST 2026 Q3 and October key progress report. The letter pointed out that a total of 1,881,973,007 JST has been repurchased and destroyed over five rounds, accounting for 19.01% of the initial maximum supply, with approximately 118.15 million USD invested in repurchase and destruction. JUST DAO upgraded the JST repurchase and destruction mechanism in October, which will shift to being based on sustainable ecological income, and plans to invest approximately 20.34 million USD of excess funds into repurchase in four phases starting from Q4 2026, while retaining at least 50 million USD as a treasury safety reserve.The report also showed that JustLend's quarter-end TVL remained above 7 billion USD, with approximately 21.24 million transactions in GasFree Q3. As the repurchase funds shift from historical income reserves to sustainable ecological income, the deflationary path of JST and ecological growth are gradually forming a closer linkage.

According to Coinglass data, if ETH breaks through $2,444, the cumulative short liquidation intensity on mainstream CEX will reach $779 million. Conversely, if ETH falls below $2,214, the cumulative long liquidation intensity on mainstream CEX will reach $621 million.

The Ethereum Layer 2 network Blast has reached the withdrawal interface deadline, but approximately 40 million dollars worth of assets are still stranded in the cross-chain bridge.The official contract-level exit guide has been released, but withdrawals still require proof submission and a one-day wait; for USDB holders, a separate DAI claim is also necessary.

CryptoQuant certified analyst Trader_Gemini stated that the Trader On-chain Realized Price has risen again, currently becoming an important reference indicator for observing the subsequent trend of BTC. This indicator reflects the average acquisition price of BTC that last transferred in the past 1 to 3 months and can be used to measure the average holding cost of recent market participants. Currently, the trading price of BTC is in the low range of $80,000, while the realized price for traders has risen to the mid-range of $70,000, indicating that the current price of BTC is still above the recent average cost for traders.From the current structure, recent market participants are generally still in a state of unrealized profit, and the short to medium-term cost structure remains relatively positive. Historically, when the market is in an upward phase, the realized price for traders often provides support when BTC retraces close to that level. If the price can hold above this cost line, it indicates that the holding cost for recent participants may still provide support for the market; conversely, if BTC falls below this level, some traders in an unrealized loss state may sell when the price rebounds close to their cost, turning that position from support to resistance.In addition, Trader_Gemini also reminded to pay attention to the Upper Band of the indicator. Historically, when BTC prices approach the upper band, it is often accompanied by increased profit-taking pressure, which may lead to a short-term pullback. Therefore, if BTC continues to rise, the market reaction near the upper band is worth close observation; if BTC experiences a pullback, attention should be paid to whether the realized price for traders can provide effective support. Trader_Gemini emphasized that the upper band does not necessarily mean the market will peak, and the realized price for traders does not guarantee that BTC will rebound; neither should be viewed as automatic triggers for trading but rather as reference indicators for judging at what price recent market participants may change their behavior. Currently, BTC is still operating above the realized price for traders, and the overall cost structure remains positive; if a deeper adjustment occurs later, whether this indicator can continue to provide support will become an important observation point.

The market pricing indicates a 90% probability that the Federal Reserve will keep interest rates unchanged. Analysts at Monex Europe stated that the reaction in the foreign exchange market will depend on the tone of the Federal Reserve's statement. The Federal Reserve may retain the possibility of a rate hike in December but will not provide formal guidance.

According to Zhitong Finance, JPMorgan analyst Samik Chatterjee maintains a "Buy" rating on Microsoft with a target price of $625. The research report states that investors will closely monitor the business growth of Azure, the commercial version of Microsoft 365 Cloud, and Copilot.Chatterjee indicated that compared to the quarterly earnings report itself, the stock price reaction may be more determined by performance outlook, as investors hope to see sustainable signals of growth in cloud business and artificial intelligence.Yorkville Ives analyst Dan Ives maintained a "Outperform" rating on Microsoft with a target price of $615 on Friday, and listed Microsoft as one of his "Top 5 Tech Picks Before 2027." Ives stated that the concentrated earnings reports from large cloud providers like Microsoft, Alphabet, and Amazon are expected to soothe the highly volatile market.

Solana's official announcement states that there are currently 1.5 million people holding tokenized equities based on Solana, setting a new historical high. This data has increased fivefold since August.

According to the official announcement, the Gate event market has officially launched a macro market special page, focusing on core topics such as the Federal Reserve's interest rate decisions, inflation, employment, economic growth, U.S. Treasury yields, and economic recession, displaying event probabilities, trading volumes, and market expectations through a visual dashboard. Users can experience related features by updating the Gate App to version v8.41 or above.In the special page, the Federal Reserve interest rate decision module provides a countdown to future interest rate events and displays the probability distribution of options such as rate hikes, rate cuts, and maintaining the current rate; core CPI, core PCE, non-farm employment, and unemployment rates are presented through indicator cards showing the latest forecast results. The GDP module displays the probabilities of different growth ranges, the U.S. Treasury module covers yields for 5-year, 10-year, and 30-year bonds, and the recession module presents market probabilities through a dashboard. The page supports dynamic updates of related event probabilities, and users can also enter event details to view key events and related news.As a centralized trading platform that is the first to layout the event market, Gate's upgrade further integrates macroeconomic information, enhancing the market expectation observation experience. In the future, the platform will continue to enrich the coverage of events, deepen the connection between market data, information, and event trading, and improve the one-stop event market service system.

According to Arkham monitoring, the whale address 0xfAb holds ONDO and LINK spot positions that are currently down nearly $400,000. This address started buying ONDO about a year ago and has been gradually increasing its position, with an average purchase cost of about $0.55.Historical trading data shows that this whale completely liquidated all QNT positions about a month ago, incurring a loss of approximately $20,000. Its total invested capital is about $1.5 million, and the current portfolio value is approximately $1.1 million.

According to market news, a certain address contract account has accumulated earnings of approximately 21.89 million USD. It closed a short position in BTC with a value of about 10.04 million USD, with an average transaction price of 80,291 USD; subsequently, it opened a long position in BTC valued at approximately 11.97 million USD, with an average transaction price of 79,810 USD. Address: 0xbf732ea04197942783e34730ed6e0f6099575d58.

According to monitoring by Lookonchain, Abraxas Capital has made a total profit of over 353 million dollars from 2 hedge accounts on Hyperliquid. Currently, the size of its short positions has exceeded 1.29 billion dollars.

According to a Goldman Sachs report, the Federal Reserve is expected to pause interest rate hikes at the October meeting, but may implement the last rate hike of this cycle in December. Goldman Sachs pointed out that since September, the financial conditions index has tightened by about 30 basis points, which is insufficient to replace further rate hikes; the market should not interpret the tightening of financial conditions as a signal that the rate hike cycle is about to end.Goldman Sachs expects that as the impacts of tariffs, energy shocks, and AI-related price pressures gradually dissipate, U.S. inflation will improve by 2027, and under the baseline scenario, the Federal Reserve will not raise rates in March 2027. However, if the situation in the Middle East escalates and drives oil prices further up, the inflationary pressures may still change the subsequent policy path.

On-chain treasury protocol Ducat tweeted that the team has decided to gradually shut down the protocol. The protocol design includes a price floor mechanism, and during the shutdown process, the team will prove that Ducat is fully backed by the treasury.The official team has taken a snapshot of the holders, and those who meet the criteria can redeem the corresponding fair value within the treasury without a cooling-off period. Tokens purchased from the liquidity pool after the snapshot will not be eligible for redemption.

Vitalik Buterin stated that he supports Kimi 3.1's active exclusion of top offensive cybersecurity capabilities in training data, believing that "limiting use cases" is far better than "limiting users." He pointed out that society still needs time to prepare for more powerful AI cyberattack capabilities, including strengthening system security, reviewing old code, and conducting rigorous formal verification of new code.Vitalik warned that if the first wave of significant AI risks is mishandled, the future may lead to a situation of highly closed models, comprehensive KYC thresholds, and mass surveillance, where different users may receive different levels of model access based on identity, qualifications, or nationality.

According to GMGN data, the market capitalization of the Meme coin Kimchi on the Solana chain violently surged past 15 million USD, with a 24-hour increase of over 47%, and has now fallen back to 9.4 million USD. On the news front, trader Kimchi (@kimchi1x) has re-added Pump.fun to their X profile.Previously, after Solana trader Kimchi (@kimchi1x) joined Pumpfun, the eponymous Meme coin $Kimchi completed a surge in a very short time: records on social platforms show that the token's market capitalization reached 30 million USD about 10 minutes after launch, and it briefly surpassed 40 million USD about an hour later.

CZ quoted a tweet regarding the new L1 plan for BNB Chain, stating "Multiple chains, one coin." According to the tweet citing the official BNB Chain documentation, the new L1 will coexist with BSC, connected through a native cross-chain bridge, will not issue a separate token, and will continue to use BNB for transaction fees, staking, and governance.The name of the new chain is yet to be determined, with a goal of 200 milliseconds block time and approximately 20 milliseconds transaction pre-confirmation. An internal multi-validator development network is currently running, with plans to launch a testnet by the end of 2026 and a mainnet in early 2027.

According to a report by Reuters cited by Phoenix Technology, on October 26, Beijing time, Elon Musk, the founder of SpaceX, stated that the company has completed $40 billion in debt financing for the procurement of graphics processors. Musk posted on the social platform X that this financing is primarily for the purchase of GPUs that will be delivered in the first and second quarters of next year, and the debt can be redeemed early, which will not have a significant impact on this quarter.Musk added that SpaceX's investment-grade credit rating, along with the revenue generated from Starlink satellite internet and launch services, has helped the company maintain its ability to secure credit financing. Earlier this month, Reuters reported that SpaceX is in talks with banks and asset management companies to raise $40 billion for the purchase of NVIDIA's AI chips.For the three months ending September 30, SpaceX's revenue grew by 161% year-on-year, reaching $14.58 billion. During the same period, the company's capital expenditures on computing infrastructure nearly doubled, reaching $19.6 billion.

According to Token Terminal data, the market capitalization of tokenized stocks issued by xStocks has reached 1 billion dollars, growing 802.5% over the past year.Among them, Solana ranks first with a market capitalization of 523.1 million dollars; followed closely by X Layer (304.1 million dollars) and Ethereum (165.1 million dollars). These assets are distributed across 9 blockchains.