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According to K33 Research, the U.S. government transferred approximately 17,733 BTC to Coinbase Prime this week, including 12,267 BTC related to the Bitfinex hacking incident. After the transfer, the government's marked holdings decreased from 324,527 BTC to 306,795 BTC. If we include unmarked suspected government wallets, the total amount of BTC transferred to Coinbase Prime is about 21,500 BTC.Analysis suggests that this transfer is likely a custody operation rather than a sale—Coinbase Prime has been the custodian for the U.S. Marshals Service since 2024. The cryptocurrencies related to Bitfinex are still in the claims process, and the Department of Justice has requested that victims be compensated in BTC; the ban on the strategic Bitcoin reserve only covers cryptocurrencies that have been fully confiscated. Additionally, about 1,200 BTC from FTX and HashFlare were transferred simultaneously, which may be paid to victims in cash through compensation channels.It is noteworthy that approximately 15,000 BTC related to Bitfinex claims were transferred within two days, which may indicate that the distribution plan or related rulings are progressing.

Bitwise Chief Investment Officer Matt Hougan recently stated in an interview that Bitcoin's market capitalization could rise to $30 trillion in the next decade, with a path similar to the long-term expansion following the launch of gold ETFs.He compared two time points: in 2004, when gold ETFs were introduced, the gold market was approximately $2.5 trillion; by 2024, when Bitcoin spot ETFs are expected to launch, Bitcoin's market capitalization is around $2 trillion.Hougan believes that the long-term upside potential for Bitcoin remains significant, and the real risk does not lie at the protocol level or in quantum computing, but rather in whether investors can navigate multiple bull and bear cycles and maintain their holdings.

Artificial intelligence researcher, OpenAI co-founder, and former Tesla AI director Andrej Karpathy stated on X that the gap in public understanding of the capabilities of large language models is widening, evolving from two groups talking past each other to a steeper funnel. He reiterated related posts from April and provided a layered estimate based on exposure.Karpathy noted that approximately 6 billion people (about 75% of the global population) have had little to no exposure to large language models; around 1 to 2 billion people (about 20%) only occasionally use free versions of ChatGPT-like products, often viewing them as better search or writing aids, with many non-technical individuals and professionals outside of mathematics and coding considering their utility limited. About 20 million people (0.2%) use cutting-edge models professionally in mathematics and coding, witnessing complex projects that previously took weeks or months being completed by agents under prompts, including building, copying, translating applications, and decompiling applications from binary. He mentioned that less than a year ago, he was still manually writing code word by word.Karpathy also stated that around 5,000 people (about 0.00006%) have internal access to cutting-edge systems. The previews seen externally involve thousands of agents collaborating for weeks on large software projects, cybersecurity, scientific discoveries, and mathematical frontiers, with human reviews starting to lag behind; for instance, events related to OpenAI and Hugging Face are still being sorted out months later, and mathematicians may spend a long time studying 722 cutting-edge mathematical manuscripts. He believes that this funnel is driven by the scale of problems and time spans, the prominence of capabilities in digitizable and verifiable fields, and the differences between free, paid, and internal access.

TruGolf Holdings (TRUG), a publicly traded company on NASDAQ, announced that it has completed the acquisition of the Canadian asset tokenization company Polymath Research Inc. Polymath is a company focused on institutional-grade asset tokenization and is also the developer of the Layer 1 blockchain Polymesh, which is aimed at regulated assets. After the acquisition, Polymath will operate as a wholly-owned subsidiary of TruGolf, while TruGolf will continue to retain its original businesses such as golf simulators and the E6 platform, forming two business lines: golf technology and blockchain infrastructure.As of December 31, 2025, Polymath has issued tokenized assets worth over $132 million for more than 65 active issuers and has over 50 ecosystem partners. The two parties also plan to launch a device leasing tokenization and franchise rights fragmentation holding project in the first quarter of 2027. In addition, TruGolf received approximately $2.95 million in net proceeds from the exercise of B-round preferred stock warrants related to this transaction.

According to Cointelegraph, Matthew Horne, Head of Digital Asset Strategy at Fidelity Investments, stated during a panel discussion at the Longitude conference in Singapore that there is "truly no turning back" as institutional forces have driven assets towards an on-chain future over the past 18 months. He pointed out that tokenization brings structural advantages to financial institutions and helps asset management companies reach new markets, with U.S. asset management companies particularly motivated to move assets on-chain.Ka Yan Chan, Head of Digital Asset Development at UBS, mentioned that government bonds and stocks, as core assets for portfolio construction, could bring billions of dollars on-chain. She believes that what will truly drive the scale from hundreds of billions to trillions will be market infrastructure participants like the Federal Reserve or DTCC taking the lead in transforming the custody layer into a tokenized platform, upon which industry participants can build a distribution layer.Data shows that demand for tokenized assets has increased by 41% in the past 30 days, with the number of holders surpassing 493,000. In December 2025, the SEC issued a "no-action" letter to a DTCC subsidiary, allowing it to provide new tokenization services for the securities market; in September, the SEC approved a temporary exemption allowing tokenized U.S. stocks to be traded on specific on-chain venues. Over the past 30 days, more than $1.2 billion has moved on-chain, with the total amount of stablecoins and tokenized assets exceeding $323 billion. Geoff Kendrick, Global Head of Digital Asset Research at Standard Chartered Bank, predicted in August that tokenized real-world assets could reach $4 trillion by the end of 2028.

OKX founder and CEO Star posted that he welcomes Circle, Ripple, and SC Ventures as investors in OKX. OKX is not raising funds due to financial needs but is choosing to bring in strategic partners who share a long-term vision consensus with OKX in areas such as stablecoins, payments, institutional markets, and next-generation financial infrastructure.ChainCatcher previously reported that, according to Bloomberg, the cryptocurrency exchange platform OKX completed a new round of financing with a valuation of $25 billion, with existing partners and hedge fund Qube Research & Technologies participating in the investment.OKX stated that Circle Internet Group, Ripple, and SC Ventures, the investment arm of Standard Chartered Bank, all participated in this round of financing. OKX declined to disclose the specific amount of financing but indicated that this round is an extension of the financing from March of this year. At that time, the parent company of the New York Stock Exchange, Intercontinental Exchange (ICE), invested approximately $200 million in OKX at the same $25 billion valuation.

The U.S. Attorney's Office for the Central District of California stated that a 26-year-old man, Adam Iza, who calls himself the "Godfather," has been sentenced to 78 months in prison and must pay $23.4 million in restitution. He pleaded guilty in January 2025 to charges of conspiracy to violate rights, wire fraud, and tax evasion, and has been in custody since September 2024. This sentence will run concurrently with the 15-year sentence he received last month for an attempted Bitcoin robbery, which will not increase his actual time served.From August 2021 to April 2022, Iza hired off-duty Los Angeles County police officers as private security and admitted to conspiring with them to obtain law enforcement confidential records and personal data of individuals he had disputes with, obtaining court-authorized search warrants to track these individuals, and having the officers intimidate and threaten them. The Department of Justice stated that five former officers have been convicted for working for him, including 42-year-old Eric Chase Saavedra, who set up a security company providing these officers, and was sentenced to 21 months; 45-year-old Michael David Coberg, who assisted in extorting rivals and arranged false drug arrests, is serving a 63-month sentence. The prosecution wrote in the sentencing memorandum that wealthy individuals cannot buy "search warrants, arrests, badges, or guns" for private disputes.In another fraud case, since December 2020, Iza gained access to a Meta Business Manager account and its associated credit line, reselling it to advertising companies, with Meta clients being charged for ads they never purchased. After discovering this, Meta refunded the clients and absorbed the losses.

X-Agent officially announced the award results of the X-Agent AI MCP Hackathon 2026. This hackathon featured two main tracks: Open Innovation and the OlaXBT × X-Agent Trading Challenge. The champions of each track will receive 500 USDT + 15,000 X-Points, and the Top 5 teams from both tracks will also receive corresponding X-Points rewards based on their final rankings.Among them, Sumplus Model Desk won the championship in the Open Innovation track, while Strategy Increment won the championship in the OlaXBT × X-Agent Trading Challenge track. The total rewards for this event reached 1,000 USDT + 100,000 X-Points.It is noteworthy that X-Points, as an important record mechanism for contributions and participation in the X-Agent ecosystem, is expected to provide opportunities for token airdrop rewards in the future, further enhancing the potential value of the Hackathon rewards.X-Agent stated that all winning teams will receive further notifications via GitHub. Through this Hackathon, X-Agent will continue to promote developers in advancing real AI capabilities from the validation stage to MCP productization, Agent distribution, and commercialization.

ARK Invest CEO Cathie Wood stated at a summit hosted by Robinhood in Houston that investors have traditionally "followed developers" to gauge technological trends, but now they may need to "follow agents." The AI agents she refers to are software that can perform tasks on behalf of humans, rather than just answering questions or generating text. This statement came towards the end of a discussion on AI, private markets, and technology investments.As AI agents shift from answering questions to executing operations and spending funds, the type of financial infrastructure they will use has become a focal point. SharpLink co-CEO and former BlackRock digital asset head Joseph Chalom believes that the financial system used by AI agents should not be controlled by a few banks or tech companies. He cited the example of authorized agents booking hotels, pointing out that users should be able to set spending limits, revoke authorizations at any time, and view the agents' transaction records. Additionally, users should be able to transfer the agents' identities, financial information, and permissions between different financial service providers, similar to mobile number portability.Chalom believes that open blockchains like Ethereum can provide a universal financial network for different agents, applications, and companies to use collectively, eliminating the need for each AI company to build its own closed payment system. A report from BlackRock in September also noted that AI agents could create new demands for machine-oriented payment systems, such as payment API calls, purchasing data, or renting computing power, with stablecoins and blockchain being one of the viable solutions. Coinbase's x402 is designed to enable machines to pay for online services like data or APIs.

CME Group Inc. decided to suspend its plan to launch a 24/7 crude oil futures contract after facing industry opposition.Market participants are concerned that insufficient liquidity over the weekend could distort WTI crude pricing, and continuous trading would increase pressure on weekend staffing, commercial hedging, and margin calls during non-business hours.CEO Terry Duffy stated in a statement on Friday that after extensive communication, it was found that core market participants generally have concerns, believing that hastily introducing around-the-clock energy trading without conducting sufficient due diligence could lead to unforeseen consequences and bring additional risks to the market.

ARK Invest founder Cathie Wood stated that the cost reductions brought about by innovative platforms such as AI will gradually transmit to broader economic sectors, enhancing productivity and corporate profitability, and driving inflation rates down to levels below most investors' expectations, a phenomenon referred to as "benign deflation."Cathie Wood believes that the current AI inference costs are decreasing by 99.99% annually while maintaining performance levels. Meanwhile, OpenAI's annual revenue run rate has increased from $20 billion to $70 billion, indicating that the decline in costs is driving rapid growth in demand.ARK Invest expects that real GDP growth rates could reach high single digits, although this prediction seems "crazy" to most people; in a stronger real growth environment, interest rates may actually rise.

The cryptocurrency exchange BitMart has released a preliminary intention plan, stating that it will review its assets and liabilities and formulate response arrangements starting from August 2026. The plan was formed during the initial due diligence conducted by Alvarez & Marsal and White & Case; users can choose front-end allocation or potentially higher recoveries from sources that may be recovered and liquidated later. The management team stated that they will continue to cooperate.BitMart stated that the total market value of the cryptocurrency market decreased in 2026, with volume manipulation groups profiting from commission and zero slippage policies in contract business, while fee-based services turned into losses; a hacker attack in December 2021 resulted in a balance sheet gap of approximately $319.5 million based on the value as of December 4, 2021. Starting from May 2026, social media attacks triggered panic withdrawals, and related personnel faced risks of personal information leakage. After evaluating a $10 million liquidity proposal from an investor, the management deemed it insufficient to cover operational pressures and gaps.The plan proposes to convert outstanding account balances into dollars based on the weighted average price from July 26, 2026, to the time of recording, to be verified by an independent party appointed by the court. Users can receive a proportional front-end allocation of fiat currency, USDC, PYUSD, USDT, and liquid assets such as BTC, ETH, SOL, or participate in the recovery of stolen assets by exchanging for recovery tokens at a rate of 1 unit per $1, or exchange for continuation tokens that can be traded on decentralized exchanges, corresponding to investment rights, non-standard asset liquidation, and a portion of distributable profits after business restart. In the next three to four weeks, feedback will be solicited from the top 50 users, and a report on the expected recovery ratios for each option will be compiled.

Cointelegraph cited statements from Joe Lubin, co-founder of Ethereum and founder of Consensys, stating that MetaMask is evaluating the path to launch a native token, but there are currently no immediate plans to launch MASK.MetaMask is a cryptocurrency wallet developed by Consensys. Lubin mentioned that the team is still assessing related options and has not yet determined a timeline for a near-term release.

According to Catcher Predict monitoring, in the predicted market event "Houston Astros vs. Athletics" on Polymarket, the "Over" option in the sub-market "O/U 8.5" has experienced a dramatic fluctuation in winning probability, soaring from 31% an hour ago to the current 64% (a fluctuation of 33%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction event "Houston Astros vs. Athletics" on Polymarket, the "Houston Astros" option in the sub-market "Houston Astros vs. Athletics" experienced a sharp fluctuation in winning probability, dropping from 60.5% an hour ago to the current 45.5% (a fluctuation of 15%). Please note the impact of related breaking news.

According to on-chain detective Specter, by tracking on-chain fund flows, the North Korean hacker organization Lazarus Group may be the behind-the-scenes attacker of the Bitget theft incident. This incident is linked to the AFX attack that occurred in July this year, which resulted in losses of approximately 24 million dollars and was attributed to TraderTraitor associated with Lazarus Group.The stolen XRP from Bitget, after cross-chain transfer, can be directly linked to the stolen funds in the AFX attack.

The ongoing X-Agent AI MCP Hackathon has received nearly 40 projects, with some public works turning work decisions, capital management, and inter-machine trading into runnable products. X-Agent introduces three cases: BountyProof checks whether tasks are open, claimed, have relevant submissions, and the authenticity of rewards before the Agent accepts GitHub bounty tasks, with the core question being "Is this work worth doing?"Abstain empowers the Agent with the "do not trade" capability, returning execution, abandonment, or no trade based on preset rules before order execution. sumplus helps the Agent choose suitable model service solutions based on task context, output scale, model capability, and invocation costs, making the Agent an autonomous buyer of models, computing power, data, and API services.The three projects correspond to the foundational economic behaviors of the Agent: accepting work, utilizing funds, and purchasing services, pointing to work, capital, and trading primitives. X-Agent believes that a true Agent economy requires a complete cycle of "building, deploying, operating, discovering, invoking, paying, earning revenue, and distributing," positioning itself as the application layer of the Agent economy. This hackathon is still in the review stage, and the mentioned projects are only for public case reference, not representing shortlisted or award results.

According to Catcher Predict monitoring, in the Polymarket event "Los Angeles Angels vs. Athletics," the sub-market "O/U 9.5" for the "Over" option has experienced a dramatic fluctuation in winning probability, soaring from 72% an hour ago to the current 94% (a fluctuation of 22%). Please note the impact of relevant breaking news.