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The on-chain tracking platform MistTrack under Slow Mist has monitored that the attacker of the security incident on the cryptocurrency exchange Bitget previously attempted to transfer the stolen funds to the cross-chain DEX protocol Chainflip for relocation, but was directly refused deposit by the relevant brokers.On-chain processing results show that the funds were not frozen by the protocol party, but were directly returned along the original route, and the attacker failed to successfully utilize this channel to complete the transfer. MistTrack stated that it will continue to track the subsequent on-chain movements of this batch of stolen funds.

Slow Fog's Yuxian posted on platform X, stating that systems prior to iOS version 27 are being exploited by certain black and gray market groups to steal encrypted wallets from iPhone users.It reminds users to promptly update their iPhone, iPad, Mac, and other devices to the latest version, to be cautious when installing apps from unknown sources, and to be careful when opening unknown links through Safari and in-app browsers.

Nate Geraci, President of ETF Store, expressed that his initial interpretation of the latest notice from the U.S. Treasury regarding 351 exchanges is not as optimistic as some industry insiders. Geraci believes that if the asset portfolio transferred into the ETF significantly differs from the ETF's own investment strategy, it may face issues, especially in cases where the related assets are quickly reduced or completely sold off through physical redemptions.He also pointed out that the Treasury's guidance is not clear regarding the specific applicable boundaries, making it currently difficult to determine which operations may be permitted. Further guidance is expected to be issued in the future.

Cryptocurrency trader Ansem stated that he is quite optimistic about the real recovery of NFTs in this cycle, and art-related NFTs may see a price increase again.Ansem mentioned that what is more noteworthy is the innovation surrounding the forms of NFTs, including AI agents, ownership mechanisms, new issuance methods, and different models of NFTs combined with on-chain products. He believes that as the broader rotation of on-chain assets is still in its early stages, there may be more new applications and design explorations in the NFT field in the future.

Blockworks co-founder Jason Yanowitz shares the judgment of Apollo's chief economist: agents may trigger bank runs by aggregating household cash.The chief economist stated that agents could transfer household cash from accounts with a national average interest rate of 0.1% to accounts paying 3% to 5%, causing banks to lose a significant portion of their cheap deposits.

Slow Fog's Yuxian stated on platform X that the Bitget theft incident has a wide spread, involves a huge amount of money, and the related funds were quickly linked to North Korean hackers. Institutions such as Circle and Tether have promptly assisted in freezing the related funds, with Circle freezing the USDC held by the hackers.Regarding THORChain, Yuxian pointed out that when THORChain previously experienced a theft incident, it also quickly intervened in its so-called "decentralized" platform; however, in response to this major security incident in the industry, it claimed "decentralization and non-interference" and compared itself to Bitcoin and Ethereum, while continuing to earn fees from the hackers' large cross-chain transactions.He stated that decentralization should not just be a slogan; after a major security incident occurs, the key is to distinguish which issues need to be collectively addressed by the industry. He also believes that platforms like THORChain should not be easily compared to Bitcoin and Ethereum, as there are significant differences in the degree of decentralization and mechanisms of different systems.

A post published by the official X account of the decentralized lending protocol Morpho stated that most curator businesses cannot sustain their operations solely through treasury fees, and their business model actually relies on private distribution agreements. The post has since been deleted.In response to this matter, Aave founder Stani Kulechov stated that this is the most pessimistic statement for MORPHO holders. Morpho CEO Paul Frambot responded that the post was published by a third-party artificial intelligence marketing tool.Morpho is a decentralized lending protocol operating on networks such as Ethereum, matching borrowers and lenders through a treasury and curator mechanism while managing funds. The curator business refers to a model where third-party institutions create and manage treasuries based on the Morpho protocol and generate income from related fees.

Torsten Slok, Chief Economist at Apollo Global Management, warned that record diesel prices could pose an inflation threat greater than the Federal Reserve expects. Slok stated that the impact of diesel-related transportation costs differs from that of gasoline prices, as it is crucial to economic activity, and price increases will be passed on to businesses and consumers. Currently, inflation levels remain above the central bank's 2% target, and Slok believes the Federal Reserve cannot view the rise in diesel prices as a temporary phenomenon.

Bitget CEO Gracy Chen stated that Bitget is conducting a comprehensive investigation into the recent platform security incident in collaboration with independent third-party expert Mandiant and Slow Mist. The platform will continue to release the latest updates through official channels.He emphasized that ensuring user safety is Bitget's top priority at the moment, and user balances remain intact. The Bitget User Protection Fund will cover the impacts caused by this platform-level incident. The Bitget Wallet is a self-custody wallet, using infrastructure that is completely separate and independent from Bitget Exchange, and therefore was not affected by this incident.Currently, the recharge, trading, and reward functions of Bitget Exchange are still operating normally. The withdrawal function remains suspended during additional security checks and will be reopened as soon as the platform confirms it can be safely restored.

Slow Mist MistTrack updates Bitget hacker wallet addresses, adding 7 marked Ripple network addresses, with a total balance of approximately 102,926,478 XRP, equivalent to about 157 million USD.In addition, it includes 11 EVM addresses and 1 TRON address. Among them, the EVM addresses hold approximately 67,980.25 ETH, 5,896.58 BNB, 495.625 WETH, 218,022.9 USDT, and 99,989.9 USDC; the TRON address holds approximately 20,593,376.5 TRX.

Tom Lee, the chairman of the Ethereum treasury company BitMine, stated that cryptocurrency concept stocks have led the way in the third quarter, viewing this as a signal for the start of a bull market. This cycle is different from the past ones driven by ICOs, NFTs, meme coins, and stablecoins, as it now includes tokenization, AI, and a more favorable regulatory environment, with broader participation in funding.After years of consolidation, the market may welcome a clearer breakthrough, with upward potential possibly exceeding previous cycles. Tom Lee also expressed optimism for Ethereum, believing it will strengthen due to Wall Street's tokenization implementation, and thinks ETH has a chance to challenge its previous high within the year.

According to Slow Fog Security Alert, the AI memory toolchain under MemTensor has been compromised. The open-source long-term memory library MemoryOS (PyPI) aimed at LLM and AI Agent, as well as the official plugin memtensor/memos-cloud-openclaw-plugin (npm) that connects to the OpenClaw runtime, have been implanted with a cross-platform Go binary, which triggers execution when the package is loaded or imported.Affected versions include: MemoryOS==2.34 on PyPI, and npm plugins 0.1.21, 0.1.23, 0.1.25. Among them, the affected npm plugins may also cause user prompt content leakage. Slow Fog recommends taking the following measures: uninstall or downgrade to known safe versions (npm 0.1.20, PyPI 2.33); terminate the sckit process; block related infrastructure; check network activity; and rotate credentials in the affected environment.

Tesla CEO Elon Musk stated that he is optimistic about "bio-enhancement" in the next decade. The "Neuralink" company he co-founded is attempting to break through the bottleneck of human information transmission bandwidth.Musk mentioned that the peak bandwidth for humans is about 100 bits per second, while computers communicate at trillions of bits per second. Technologies that enhance the speed of human communication will improve the alignment between humans and machines.

The Chief Information Security Officer of the blockchain security company SlowMist, 23pds, stated that attackers are exploiting the Darksword vulnerability to bypass iOS security mechanisms through Safari, gaining control of devices and extracting private keys and other data from self-hosted cryptocurrency wallets. This vulnerability has been used in attacks targeting users in Saudi Arabia, Turkey, Malaysia, and Ukraine. The Google Threat Intelligence Group previously disclosed that Darksword initially only affected iOS versions 18.4 to 18.7.23pds noted that attackers have adapted it to iOS 26.5, but this assessment has not yet been officially verified. Attacks typically begin with social engineering, where users click on malicious links sent via social media or messaging applications, potentially granting Root access to the device and extracting wallet data. Users should promptly update their mobile systems and avoid visiting website links sent by strangers; additionally, three investors have lost nearly 1.8 million dollars in Bitcoin due to downloading fake wallet applications from the official Apple App Store and have filed a lawsuit against Apple.

According to Bitcoin Magazine, Bill Miller IV, Chairman and CEO of Miller Value Partners, stated in an interview with Bitcoin Magazine that he has "never been more optimistic" about Bitcoin. He pointed out that although Bitcoin's market capitalization remains roughly at the peak level of the last cycle, the global financial situation has significantly worsened, and the gap between price and fair value is wider than ever.Miller elaborated on his "capital governance" argument, suggesting that Bitcoin should be viewed as the "denominator" of capital rather than an asset that needs to be valued, using the scale of the U.S. deficit compared to Bitcoin's total market capitalization as a reference framework for assessing fair value. He also addressed the phenomenon of gold outperforming Bitcoin, attributing it to "narrative lag," and discussed AI trading rotations as well as the global liquidity outflow from the Japanese and U.S. Treasury markets.Additionally, Miller talked about the Federal Reserve's 25 basis point interest rate hike, energy prices and inflation, the impact of immigration and the rule of law on the stability of capital flows, and whether U.S. companies can outperform debt, as well as why funds still cannot hold Bitcoin. He believes that Bitcoin is a form of capital denominator that does not rely on force for endorsement.

SlowMist released a security warning stating that it has recently received multiple reports of FomoPeek users' assets being stolen. After a joint investigation with the OKX security team, it was found that some affected users had previously installed or used FomoPeek versions 1.1 to 1.2, which contained malicious code. SlowMist stated that there are modules in FomoPeek unrelated to normal business, one of which includes a kernel exploit framework targeting the iOS system, supporting eight different attack methods that can automatically select the exploitation method based on device model and iOS version. Affected systems include iOS 12 to 18.7 and iOS 26 to 26.1. If the exploitation is successful, the application may break through the iOS sandbox and access and decrypt Keychain data, leading to the leakage of private keys, mnemonic phrases, login credentials, and other sensitive files. In addition, FomoPeek also connects to hidden servers unrelated to its public services and can receive remote commands. SlowMist indicated that its analysis of captured plaintext traffic shows that the related attack functions are currently enabled and will run automatically on a regular basis. SlowMist recommends that users who have installed or used FomoPeek versions 1.1 to 1.2 immediately check for any anomalies in their assets, generate new private keys and mnemonic phrases on trusted devices that have never installed the application, and transfer assets to new accounts as soon as possible, while also upgrading to the latest iOS version and not continuing to use or reinstall FomoPeek.

According to Slow Fog's disclosure, Core Lightning (CLN) has an experimental feature vulnerability that may put user funds at risk. Core Lightning's official statement indicates that they are investigating the vulnerability and recommend that all nodes with experimental features enabled immediately disable them and wait for a patch. High-risk options include --experimental-dual-fund, --experimental-splicing, and --experimental-peer-storage.Slow Fog stated that similar issues were fixed in August, where remote peers could specify arbitrary or even zero fees in channel opening or fund adjustment protocols. Local nodes would sign and write to the database without additional verification, potentially forcing nodes to incur abnormal fees or even trigger a crash loop, leading to long-term offline status for the nodes.Node operators are advised to immediately disable or remove all experimental parameters; do not completely shut down the nodes, but use offline mode to retain on-chain monitoring capabilities to prevent peers from forcefully closing channels while the node is offline; verify signatures after the official patch is released before upgrading, and be cautious of fake patch links shared by impersonating official accounts.

According to the Economic Daily, in the past six months, CCL manufacturers have raised product prices by about 20% to 30% due to the overall increase in upstream material prices. Most PCB manufacturers have not been able to pass on these costs quickly enough, resulting in a time lag of 2 to 3 months, which has eroded profit margins. Institutional investors indicate that starting from the third quarter of this year, some PCB manufacturers will increase prices, and the benefits are expected to drive a rebound in the profitability of related manufacturers.Analysts state that in terms of substrates, electronic fiberglass cloth led by T glass and copper foil drilling needles are still in short supply, with T glass experiencing the most severe shortage, with some manufacturers facing a gap of up to 20%. This gap is expected to continue into next year. It is anticipated that in the second half of this year, substrate manufacturers will enter a supply-demand imbalance driven by the high demand for AI GPUs and ASIC high-performance computing, as well as the continued tightness of key raw materials. Substrate manufacturers will continue to adopt rolling price adjustments, with prices still having double-digit upward potential.Additionally, due to the sustained high demand related to AI and the specification upgrades driven by new generation products, there is continued optimism that CCL manufacturers will benefit from both price and volume increases. With raw material prices remaining tight and the delivery times for high-end CCL continuing to extend, the trend of price increases remains unchanged. There is continued optimism for the future development of Taiwanese CCL manufacturers such as Taiflex and Taisil. Meanwhile, as the substrate gap gradually widens, it benefits the bargaining power of substrate manufacturers, and the trend of price increases will continue, maintaining a positive outlook on the future performance of Taiwanese substrate manufacturers, including Nanya Technology and other supply chain partners.

As oil prices rise, inflation concerns have emerged, leading to a significant increase in U.S. Treasury yields. Citigroup stated that for investors who can withstand volatility, the 20-year Treasury bond offers a good risk-reward ratio.Citigroup strategist Jason Williams pointed out that if yields break above 5.3%, bearish options on U.S. Treasuries will strengthen, and policymakers may take action to curb the rise in yields.

According to Taiwan's "Commercial Times" report on September 14, as the computing power of GPUs and ASICs continues to rise, traditional copper interconnects are gradually approaching the limits of power consumption and signal transmission. TSMC is accelerating its layout for co-packaged optics (CPO). The industry is optimistic that if CPO bandwidth continues to double every two years, it may form the "CPO Moore's Law" of the AI era. Industry analysis indicates that the upgrade of CPO bandwidth mainly has three paths: including increasing single-channel speed from 200G to over 400G, expanding the number of optical channels from 16 to 32, 64 or more, and introducing wavelength division multiplexing (WDM). By 2040, the theoretical value could reach about 128 times the current level, with long-term potential for development towards hundreds of T based on the current level of about 3.2T.TSMC's role in optical interconnects has extended from wafer foundry to system integration, gradually integrating computing, HBM memory, and high-speed I/O from 3DFabric, CoWoS, SoIC to silicon photonics and CPO. When high-speed electrical signals exceed 200G, signal attenuation increases after passing through longer copper paths such as ABF substrates, PCBs, and connectors, leading the industry to develop shorter copper paths and longer optical paths. In terms of packaging architecture, the optical engine is currently laid out on the substrate, and the next step is expected to place CPO in the intermediary layer, with future possibilities of using SoIC technology to achieve 3D vertical integration of photonic integrated circuits (PIC) and ASICs. Industry players indicate that CPO still needs to overcome challenges in packaging, optical coupling, and testing before mass production can be achieved.