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Artificial intelligence company Anthropic disclosed that 79% of the company's revenue comes from customers outside the top five clients, and no single customer contributes more than 10% of total revenue. The company also admitted that it had significantly underestimated the demand for computing power in the past.In terms of financing, according to an agreement reached in April this year, Amazon will provide up to $20 billion in financing. Google has purchased 38.6 million shares of Class G-2 non-voting redeemable stock. Anthropic also stated that it has not yet reached any agreements on any significant acquisitions.

Bernstein analysts expect that the prediction market will become a new profit growth point for the trading platform Robinhood Markets (HOOD), potentially bringing in about $1.7 billion in revenue by 2028, surpassing the estimated $1.6 billion from its cryptocurrency business during the same period. Analysts predict that Robinhood's prediction market revenue will grow from about $650 million this year to $1.7 billion by 2028, accounting for approximately 18% of its total revenue of $9.4 billion in 2028.This forecast was released the day before Robinhood's third-quarter financial report for 2026. Bernstein expects Robinhood's third-quarter revenue to increase by 13% quarter-over-quarter to about $1.5 billion, primarily driven by growth in nominal stock trading volume, options trading volume, event contract trading volume, and a rebound in cryptocurrency trading volume. Bernstein raised its revenue expectations for Robinhood by 3% for 2026, 4% for 2027, and 3% for 2028, while maintaining a target price of $160, citing increased assumptions for stock and cryptocurrency revenue.Robinhood is listed on NASDAQ, and its stock price fell to $93.6 in pre-market trading on Monday, having dropped over 29% in the past 12 months.

The humanoid robot company Yushu Technology (688836.SH) announced that the cumulative price deviation of the company's stock closing price has exceeded 30% over three consecutive trading days, which falls under the category of abnormal stock trading fluctuations. As of October 26, 2026, the company's rolling price-to-earnings ratio is 465.22 times, significantly higher than the average rolling price-to-earnings ratio of 38.54 times in the general equipment manufacturing industry.The announcement pointed out that the humanoid robot industry is still in the early stages of commercialization, with uncertainties in technology maturity, cultivation of downstream market demand, and supporting capabilities in the industrial chain. The transition of physical AI technology from laboratory demonstrations to large-scale implementation in real-world scenarios still faces challenges such as perception accuracy, motion control stability, data accumulation, and hardware-software collaboration. The maturity of the technological path and business model still requires time for validation. If the industry's large-scale commercialization progress does not meet expectations, the company's future revenue expansion and performance release may be adversely affected, posing investment risks of valuation regression.

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 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 a report from TechCrunch, Elon Musk announced that Grok would release a full-length, "historically accurate" movie version of "The Odyssey" three months later. On October 23, Grok released the first seven minutes of this AI-generated content, calling it "the first episode of our Odyssey series." This version was produced in collaboration with Wonder Studios and director Dev Walker. The Grok Imagine account posted on X, stating that viewers could comment on whether a complete production analysis is needed.The report mentioned that Musk previously criticized Christopher Nolan's version of "The Odyssey" because Nolan cast non-white and transgender actors. Although Nolan's version heavily utilized visual effects, it was still primarily a live-action film, shot across six countries with thousands of cast and crew members. After its release in July, the film achieved impressive box office results, with IMAX screenings sold out for several months, and it is considered a strong contender for the next Academy Awards.The TechCrunch author, after watching, stated that the video was not as bad as expected; some shots could be mistaken for real actors sailing on real seas, but the historical accuracy could not be determined. The author felt that the footage lacked artistry, inspiration, and warmth; the narration was lengthy, the dialogue stiff, and overall it lacked a sense of breath and momentum, making it hard to imagine that viewers would be interested in another seven minutes or even a whole movie.

CryptoQuant analyst Darkfost posted on platform X, stating that as BTC has maintained above $80,000 for several consecutive weeks, there is a clear divergence in the behavior of retail investors and whales transferring BTC to Binance.Data shows that the 30-day cumulative amount of BTC transferred to Binance by retail investors has increased from $5.5 billion to $10.75 billion, nearly doubling and reaching a new high in nearly six months. In contrast, the inflow amount from whales has continued to decline during the same period, dropping from $5.9 billion at the end of August to the current $3.8 billion. Darkfost believes that some retail investors may view this initial rebound as an opportunity to reduce their positions or exit, while whales have not yet shown a clear willingness to sell. It is worth noting whether whales will maintain a low level of exchange inflows if the BTC price continues to rise.

According to Catcher Predict monitoring, in the market prediction event "US-Iran Ceasefire Continues" on Polymarket, the sub-market "October 31" option's probability of "Yes" has experienced a sharp fluctuation, dropping from 84.5% an hour ago to the current 69% (a fluctuation of 15.5%). Please note the impact of related breaking news.

Renowned trader Killa stated that the market is currently anticipating Bitcoin to reach the previous extreme low point of the downturn again, but at that time, the "liquidation shadow" appeared during a concentrated outbreak of multiple negative factors. Unless more negative news emerges subsequently, it should not be assumed that Bitcoin will inevitably drop to the previous low point again, and historical trends may not simply repeat.Killa further pointed out that buyers in the fourth quarter seem to still be waiting for a lower entry price and suggested that investors continue to dollar-cost average (DCA) into BTC over the next few weeks.Killa mentioned that Bitcoin has currently retraced about 9%, and in his view, this is a decent pullback within a bull market.

According to Catcher Predict monitoring, the predicted market on Polymarket for the event "UFC 333: Grant Dawson vs Nurullo Aliev (Lightweight, Preliminary)" has seen significant fluctuations in the sub-market "Match Goes the Distance," with the "Yes" option's winning probability plummeting from 99.85% an hour ago to the current 50.55% (a fluctuation of 49.3%). Please note the impact of related breaking news.

According to the security agency Blockaid's monitoring, X100 on Ethereum has been attacked. As of their alert at 22:49, the attack is still ongoing, and two transactions have siphoned off approximately 4.85 million USDT.Blockaid stated that an attacker seized two of the project's three "Senate" (governance seats) and sold 400,000 X tokens from the treasury into a liquidity pool they created themselves. Subsequently, another attacker destroyed the Uniswap V3 liquidity position held by the "Freezer" contract. Blockaid has released the relevant attack addresses and example transactions.

Bitcoin News posted on the X platform that after Bitcoin closed below the 50-day moving average, the price hovered around $80,600, marking the first time since August that it fell below this average, ending a streak of 66 days above it. Currently, the price is still about 10% higher than the 200-day moving average.The U.S. spot Bitcoin ETF saw a net outflow of $137.9 million on Friday, marking two consecutive trading days of net outflows. Previously, on Thursday, there was a net outflow of $635.6 million, the largest single-day outflow since June. The total net outflow over the two trading days is approximately $773.5 million.

Rumors of the discontinuation of certain models of NVIDIA consumer graphics cards have stirred the Huaqiangbei market, with graphics card prices changing daily. The official initial retail price of the RTX 5090 is approximately 15,000 to 16,000 yuan, while current channel prices have soared to 55,000 to 60,000 yuan.The initial price of the RTX 5080 was about 8,000 yuan, and it has now risen to 17,000 yuan.

According to the "Q3 2026 Report" released by Gate, the platform's institutional business continues to grow, with cross-market trading, asset custody, and professional fund services further expanding.Among them, CrossEx has seen significant improvements in several core indicators, with quarterly trading volume increasing by 63% month-on-month, asset custody increasing by 902% month-on-month, the number of trading users growing by approximately 315% compared to Q2, and the number of fund users increasing by 95%.In terms of products and infrastructure, CrossEx has added mainstream exchanges, Lighter contracts, real stocks, and ETF trading scenarios, and launched features such as RPI Orders and arbitrage opportunity displays. CrossEx Colo services have officially launched, with order placement concurrency and multiple transaction reporting delays optimized by about 50%, and the highest fees for certain trading scenarios reduced by 50%. During the same period, Gate's institutional cumulative borrowing volume increased by 412.02% month-on-month.In addition, the Gate SuperLink ecosystem has added two banking partners, ABN AMRO and Pave Bank, and deepened cooperation with custodians such as Copper and BitGo. OES clients can now access CrossEx, participating in trading across multiple exchanges through a unified margin pool under an isolated custody model, further expanding institutional clients' cross-market asset allocation and trading options.

According to Dune data, the nominal trading volume of cryptocurrency-related event contracts on Kalshi and Polymarket reached $2.7 billion last week, setting a new historical high. Among them, Bitcoin short-term fluctuation contracts were particularly active, with Kalshi's 15-minute Bitcoin price prediction contracts seeing single transaction volumes exceeding $1 million. Some traders even used trading bots to seize opportunities just seconds before the contracts expired.Currently, cryptocurrency has become the second largest trading category on the two platforms, second only to sports. Cryptocurrency trading platforms such as Coinbase, Crypto.com, Gemini, and Kraken are expanding their businesses by applying for relevant licenses or collaborating with prediction markets. Meanwhile, the decline in spot trading volume on centralized exchanges has also prompted crypto platforms to seek business diversification. However, as multiple states in the U.S. have raised legal challenges against sports prediction contracts, the direction of related regulations may also impact industry development.

According to a report by Forbes on Friday, the Internal Revenue Service (IRS) is preparing to reform its voluntary disclosure program, planning to reduce penalties and expedite the processing of tax violation cases, including those involving cryptocurrency.Jarod Koopman, head of the IRS Criminal Investigation Division, stated that the agency aims to launch the revised program before December and to close cases within 120 days after taxpayers complete the required submission process. He noted that the new plan will not establish a separate disclosure channel for digital assets but will apply the same voluntary disclosure procedures to other forms of tax noncompliance. Koopman also mentioned that the penalties under the revised program will be significantly lower than current levels, although he did not provide specific amounts. The IRS is considering allowing taxpayers to settle debts through installment payments or settlement offers.According to Forbes, the current program often takes a year or longer to complete and primarily targets taxpayers who intentionally fail to comply with tax laws and may face criminal prosecution, rather than those who make reporting errors due to negligence. Meanwhile, legislative efforts are advancing another voluntary disclosure program aimed at cryptocurrency taxpayers. Section 502 of the Digital Asset Taxation Certainty Act will establish a correction process with clear penalty standards for past violations, and the bill was passed by the House Ways and Means Committee in September.

According to Arbitrum monitoring, one month after the launch of Arbitrum One, it has generated $300,000 in priority fee revenue, during which 21 million transactions used PGA.

Bitwise released a report indicating that Bitcoin is currently holding resiliently around $82,000, a price level close to the spot ETF holding cost. Key support levels below include the short-term holder cost price of approximately $74,800 and the real market average of about $77,600. The former can serve as a reference for judging the short-term market direction, while the latter corresponds to the price level at which half of the invested capital in the market is in profit or loss. The price range formed by these two points may become the dividing line between bulls and bears.The trading range for Bitcoin over the past 30 days and 60 days has narrowed to 1.8% and 3.0%, respectively, with the implied volatility at-the-money for each term also approaching the lower end of the distribution range over the past three years. Among them, the 3-month and 6-month implied volatility are at the 0.8 and 0.2 percentiles of historical distribution, indicating that the market's pricing for future volatility has dropped to extremely low levels.So far this week, net inflows into U.S. Bitcoin spot ETFs have reached $1.074 billion, rising in sync with the cumulative trading volume of the spot market, providing support for Bitcoin prices and offsetting some macro pressures. However, realized profits in the market have also increased, particularly among long-term holders. Meanwhile, the net position change indicator for long-term holders is negative, suggesting they may be in a distribution phase, which could be one reason for the ongoing consolidation of Bitcoin prices.

CryptoQuant analyst Darkfost stated that due to the ongoing tensions in the Gulf region and Ukraine's increased attacks on Russian refineries, Brent crude oil prices remain above $100 per barrel. The rise in oil prices is transmitting through the global economy, pushing up production, service, and commodity costs, further permeating inflationary pressures into the economic system, and potentially increasing the risk of economic slowdown, thereby limiting market liquidity, especially for funds flowing into high-risk assets like Bitcoin.Darkfost pointed out that from a long-term trend perspective, when Brent crude oil remains above the annual average and enters a strong upward trend, BTC tends to show slower performance; conversely, when oil prices drop significantly, BTC is more likely to experience a recovery. However, he emphasized that this does not mean there is a simple direct causal relationship between oil prices and BTC; what truly affects risk assets is the macroeconomic environment accompanying high oil prices. In July of this year, oil prices briefly retreated, providing BTC with an opportunity to rise, but Brent crude has since rebounded significantly. Although funds may still rotate between different markets, driving BTC to continue its upward trend, the current macro environment is not conducive to sustained new liquidity flowing into the market.