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According to Gate market data, the decline in the U.S. stock market's storage and optical communication sectors has narrowed.In the storage sector, Micron Technology (MU) fell by 2.88%, Western Digital (WDC) fell by 2.11%, SanDisk (SNDK) fell by 5.68%, Seagate Technology (STX) fell by 3.62%, and SK Hynix (SKHY) fell by 3.67%.In the optical communication concept stocks, Applied Optoelectronics (AAOI) fell by 6.47%, Coherent (COHR) fell by 7.14%, Credo (CRDO) fell by 5.69%, Lumentum (LITE) fell by 1.57%, and Nokia (NOK) fell by 2.99%.

According to a report by CoinGecko, Ethereum's native token ETH outperformed Bitcoin in the third quarter, with a price increase of 70%, surpassing Bitcoin's 42% increase. However, during the same period, ETH's liquidity significantly narrowed compared to Bitcoin.From July 6 to September 30, the average daily market median depth of ETH was only 35% to 45% of Bitcoin's, while it was at least 60% during the same period last year. Market depth measures the total dollar value of buy and sell orders within a certain price range. The depth of ETH within a 0.15% price range was between 13 million to 14 million dollars. CoinGecko stated that ETH still maintained good liquidity in this range, with most exchanges having both buy and sell side depths exceeding 1 million dollars.The liquidity of other mainstream tokens is also thinning. Solana's SOL saw its depth within a 2% price range drop from about 28 million dollars per side last year to about 20 million dollars this year. XRP's total depth remained stable at around 30 million dollars, but the order book was biased towards buyers, with buy orders around 18 million dollars and sell orders around 14 million dollars. CoinGecko pointed out that XRP's market capitalization is about 40% higher than SOL, but the depth within the 2% price range is lower because SOL's average daily trading volume is still 25% higher than XRP.

According to Gate market data, the three major U.S. stock index futures are declining, with Nasdaq futures narrowing their gains to 0.5%, having previously risen nearly 1.5%. S&P 500 index futures are close to flat, while Dow futures are down 0.4%.

Due to consumer confidence and JOLTS data, the decline in U.S. Treasury bonds has narrowed.

The yield spread between the 2-year and 10-year U.S. Treasury bonds has narrowed to its smallest level since March 2025.

According to The Block, JPMorgan analysts stated that the Clarity Act is "not completely dead" after failing the procedural vote in the Senate, but the window for passing it before the end of this congressional session is "extremely narrow."Analysts expect the focus to shift to the rule-making of the SEC and CFTC, noting that the durability of institutional rules is not as strong as laws passed by Congress.

According to Ars Technica, Mozilla's latest "State of Open Source AI" report states that the performance gap between the U.S. closed-source cutting-edge models and China's open-source weight models has narrowed to about 4.4 months. Open-source models represented by Moonshot AI's Kimi K3 are only three points behind Anthropic Fable 5 in the comprehensive score of the Artificial Analysis Intelligence Index, but the cost is only about 30% of that.METR calculations show that the strongest closed-source models can reliably complete human expert tasks lasting about 12 hours, while the strongest open-source models can currently reliably complete tasks lasting about 7 hours. It is expected that in about 4 months, open-source models will catch up to the current closed-source level. Mozilla believes that most organizations should default to using open-source models and only pay a premium for closed-source models in scenarios requiring specialized, high-intensity retrieval and long context. Paying for cutting-edge artificial intelligence models costs five times that of regular purchases, but it provides a 4-month first-mover advantage.

According to Gate market data, the S&P 500 index's decline narrowed to 0.5%, having previously dropped by 0.8%. The Nasdaq is currently down 0.8%, and the Dow is down 0.2%.

According to Cryptopolitan, over 100 researchers, using AI coding agents, have reduced the quantum attack resource score for the Bitcoin secp256k1 elliptic curve point addition subroutine by 86.1% (from 10.75 billion to 1.496 billion). This optimization only targets a single step in Shor's algorithm and does not break any private keys or transfer funds; a complete attack still requires fault-tolerant quantum hardware that does not yet exist. However, each efficiency improvement compresses the time window for quantum migration after blockchain completion.According to Glassnode data, approximately 6.04 million BTC (30.2% of the circulating supply) face potential quantum risks due to exposed public keys on-chain. Ethereum plans to achieve full quantum resistance by December 2029, while the Bitcoin community faces greater challenges at the governance level, including how to handle approximately 1.7 million suspected dormant P2PK address coins held by Satoshi, which remains unresolved.

According to PR Newswire, AI fintech company Kapital has completed a new round of equity and debt financing totaling $125 million, led jointly by Tru Arrow Partners and Fasanara Capital, with participation from Cervin Ventures, Niya Partners, and Overlook Capital.Kapital utilizes artificial intelligence technology to help individuals and businesses efficiently manage operations, credit, and cash flow, while also promoting savings and investments through its brokerage and fund management services. The new funds will be used for the in-depth development of its AI platform and data analytics suite, and to accelerate expansion in the U.S. and European markets.

According to GMGN data, Robinhood Chain coin stock Meme coin SPACEHOOD's market capitalization reached 7.5 million dollars, with a 24-hour increase narrowing to 23.25%.

The official Chinese version of the "2026 Artificial Intelligence Index Report" from Stanford University's Human-Centered Artificial Intelligence Institute (HAI) was officially released today. The report points out that artificial intelligence has moved beyond a mere competition of model capabilities and is deepening into systemic changes at the levels of infrastructure, organizational processes, and institutions.Currently, the leading models worldwide are performing close to 100% human level on the software engineering benchmark SWE-bench; the success rate of agents in real computing environments has surged from 12% to 66%, with AI evolving from "generating information" to "executing tasks." The gap between top models in China and the U.S. has narrowed to 2.7%, with leading models from both sides having exchanged positions multiple times.In addition, physical infrastructure has become a core constraint on AI development. The global AI data center power capacity has reached 29.6 gigawatts, and chips, energy, and water resources are becoming key strategic bottlenecks for AI development.

The research institution Sigmaintell has released a storage price indicator showing that in the third quarter of 2026, the overall supply and demand in the global storage market remains tight. Prices for all categories of DRAM (Dynamic Random Access Memory) and NAND Flash (flash memory) continue to rise month-on-month, but the rate of increase has significantly slowed compared to the second quarter, with the month-on-month increase for some storage chips narrowing to within 10%.

According to Bitcoin News, Sparrow Wallet v2.5.4 has been released after extensive AI-assisted review, containing multiple security enhancement updates aimed at reducing users' reliance on external servers such as Electrum.Additionally, this version strengthens Ledger, Keycard, Trezor, Payjoin, PSBT, and multi-signature handling, removes Bitcoin Core credentials and other confidential information from debug logs, restricts existing wallet and backup directory permissions to owner access only, closes local DNS resolution leaks when using Tor, and enhances wallet import, signing, downloading, and server response verification. This update expands Sparrow Wallet's scope for independently verifying transaction data, hardware devices, and other inputs, reducing reliance on external servers for data provision.

According to Gate market data, U.S. stock index futures have narrowed some of their losses; the S&P 500 index and Dow futures are currently down about 0.1%, while Nasdaq futures are down about 0.4%.

According to the latest Bitmine holding data, the treasury company holds a total of 5,815,164 ETH, with an average cost price of 3,366 USD. If calculated at the current ETH price of 2,436 USD, the total holding's unrealized loss has narrowed to 5.408 billion USD, having previously exceeded 10 billion USD at one point.

According to Gate market data, the Nasdaq 100 index turned negative, the S&P 500 index's increase narrowed to 0.3%, and the Dow Jones rose by 0.6%.

According to on-chain analyst Yu Jin's monitoring, if Bitcoin rises by about $800, Strategy will break even, with a holding cost of approximately $75,385. Currently, its unrealized loss has narrowed from $9.904 billion a few days ago to $685 million, recovering about $9.219 billion.BitMine's ETH holding unrealized loss has also narrowed from $8.513 billion to $5.879 billion, recovering about $2.634 billion.

"Humanoid Robot First Stock" Yushu Technology (688836) officially landed on the Sci-Tech Innovation Board today, with the stock price opening significantly high before retreating. The stock opened at 1100.00 yuan, up 629.44% from the issue price of 150.80 yuan, with a market value that once reached 444.9 billion yuan. Subsequently, the stock price fluctuated downward, and as of the time of writing, it was reported at 882.22 yuan, with the increase falling back to 485.03%, and a market value of approximately 356.827 billion yuan. The current turnover rate has reached 61.90%, with a transaction amount of 17.159 billion yuan. Based on the opening price, a single lot (500 shares) has an unrealized profit of about 474,600 yuan. Yushu Technology's public offering this time was 40.4464 million shares, raising approximately 6.1 billion yuan, with an issue price-earnings ratio of 219.23 times.

According to CoinDesk, Bitcoin has recently shown unusually calm performance, achieving an annualized volatility of about 42% on the 30th, narrowing the gap with the S&P 500's 18% to the narrowest level on record. After narratives related to Trump and corporate treasury buying, the market has entered a prolonged compression range. Edmond Goh, Global Trading Head at B2C2, stated that retail funds are shifting towards AI stocks, tokenized stocks, and prediction markets; TradFi high-frequency trading and risk models are improving efficiency, with open interest nearing historical lows, further suppressing volatility.Shiliang Tang, Partner at Monarq Asset Management, mentioned that Bitcoin is in a price stalemate, with upward pressure from corporate treasury sell-offs (such as Strategy, MARA) and limited downward movement due to speculative leverage clearing and net accumulation in long-term wallets. Strategy has sold about 7,000 BTC by 2026. Paul Howard, Senior Director at Wincent, pointed out that institutional ETFs and DAT are driving market maturity, while clarity in U.S. regulation (CLARITY Act) is still pending, and low volatility has led to a decrease in trading volume.Greg Cipolaro from NYDIG stated that short-term traders are chasing 5x or 10x returns, with target options expanding to Nvidia, gold, perpetual stock contracts, 0DTE options, or sports event contracts. Retail in South Korea is shifting from crypto to domestic AI-related stocks, with Upbit and Bithumb's trading volume significantly dropping year-on-year. Trading in traditional asset perpetuals on crypto platforms and prediction markets like Kalshi and Polymarket has seen a significant increase.