sector

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%.

The Q3 earnings season for U.S. stocks kicks off this week. According to Zacks data, the year-on-year earnings growth for S&P 500 constituents is expected to reach 24.3%, marking the eighth consecutive quarter of double-digit growth, with the technology sector expected to grow by 43.3%, being a major contributor.The AI narrative has entered its fourth year, and investors are shifting their focus to evidence of stable profit growth. If companies fail to meet market expectations, stocks that previously rose due to AI prospects may face greater downward pressure. The earnings release dates for major tech companies include: SML on October 14, TSMC on October 15, Netflix on October 20, Tesla on October 21, Western Digital on October 22, SK Hynix on October 27, Alphabet and Microsoft on October 28, Intel, Amazon, and SanDisk on October 29, Kioxia on October 30. In November, Apple and Palantir on November 2, AMD and SpaceX on November 3, Meta and Arm on November 4, Cisco on November 11, Applied Materials on November 12, NVIDIA on November 18, Dell on November 24. On December 1, Marvell and CrowdStrike will release their earnings. The above dates are forecasts, and the actual disclosure times may be adjusted.

The Financial Services Commission of South Korea is promoting the expansion of the tokenized securities market from fragmented investments in real estate and art to the fields of bonds and funds. The relevant amendments to the Electronic Securities Act and the Capital Markets Act have been legislatively announced from the 2nd of this month until the 11th of next month, with the supporting regulations officially implemented on February 4th next year, to refine the rules for issuance and circulation.The amendments clearly include traditional securities such as stocks, bonds, and funds within the scope of tokenization, initially prioritizing the launch of private currency funds, private bonds, and non-listed stock tokenization based on trusts for institutional investors, while piloting public fragmented investment securities; public bonds and funds for ordinary investors will be expanded after market stabilization. Meanwhile, regulators plan to set an annual net purchase limit of 100 million Korean Won for ordinary investors on over-the-counter trading platforms and allow non-financial institutions to directly manage investor accounts after meeting conditions such as having 4 billion Korean Won in their own capital.

According to Gate market data, U.S. stocks opened with the Dow Jones down 0.62%, the S&P 500 index down 0.45%, and the Nasdaq down 0.61%. The storage sector saw widespread declines, with Micron Technology, Seagate Technology, Western Digital, SanDisk, and SK Hynix all down about 2.5%.

According to Crowdfund Insider, Grayscale's research director Zach Pandl pointed out in the latest research report that by September 2026, the AI-related cryptocurrency asset sector will rise by 54%, significantly outperforming the overall cryptocurrency market, which is expected to rise by 24% during the same period, making it the strongest category among the six cryptocurrency asset sectors defined by Grayscale.

Chainalysis, in its "East Asia Cryptocurrency Adoption Report" released on October 5, stated that during the period from July 2025 to June 2026, overall cryptocurrency activity in East Asia has slightly contracted due to the global bear market, but significant differentiation has emerged within the region: South Korea remains the largest retail trading center, Hong Kong is becoming a hub for institutional fund settlement, Japanese users are accelerating their shift towards DEX and perpetual contracts, while the peer-to-peer use of stablecoins in mainland China continues to expand.The report estimates that South Korea's cryptocurrency economy will reach $449.1 billion during the same period, a 12.3% increase from the previous cycle, maintaining its position as the leader in East Asia; Japan, Hong Kong, mainland China, and Taiwan are at $228.3 billion, $192.2 billion, $176.3 billion, and $140.4 billion, respectively. The growth in South Korea is mainly driven by increased capital flows related to trading platforms, with the report stating that the local trading platform ecosystem has added approximately $51.1 billion in new traffic.The most notable change in the South Korean market comes from AI token trading. Chainalysis noted that by June 2026, AI-related cryptocurrency assets have become the largest thematic sector in won trading, surpassing the popularity of payment tokens like XRP. The report recorded that Worldcoin (WLD) achieved a trading volume of $7.41 billion during the observation period, with SAHARA, VIRTUAL, BIO, and NEAR also becoming active varieties. AI token trading priced in won accounts for about 19.5 times that of the yen market, indicating that South Korean retail investors are extending their AI investment preferences from the domestic stock market to the cryptocurrency market.However, institutional funds in South Korea are still in the preparation stage. The report points out that local banks and brokerages have generally formed digital asset teams and are promoting stablecoin, custody, and tokenization pilots, but direct corporate participation in cryptocurrency investment has not yet reached scale. If the cryptocurrency asset income tax planned for implementation in South Korea in 2027 is realized as scheduled, and corporate trading restrictions continue to be relaxed, the retail-dominated landscape of the South Korean market may face reevaluation.

According to Gate market data, U.S. stocks in the semiconductor, storage, and optical communication sectors rose broadly before the market opened on Monday.In the semiconductor sector, Lam Research (LRCX) rose 0.21%, Applied Materials (AMAT) rose 0.21%, Arm (ARM) rose 0.7%; in the storage sector, Micron Technology (MU) rose 0.03%, Western Digital (WDC) rose 1.62%, SanDisk (SNDK) rose 0.87%, Seagate Technology (STX) rose 1.56%.In the optical communication concept stocks, Applied Optoelectronics (AAOI) rose 1.45%, Coherent (COHR) rose 0.88%, Credo (CRDO) rose 1.44%, Lumentum (LITE) rose 0.88%, Nokia (NOK) rose 0.19%, Astera (ALAB) rose 1.88%.

According to GMGN data, the top 5 trending sector tokens in the past 24 hours are as follows:Human (8nPo....MBC): Currently priced at $0.0018, market cap of $1.75 million, 24h increase of +45.8K%, 24h trading volume of $23.91 million, number of trades 171,734;HIGGS (DoVA....ump): Currently priced at $0.0009, market cap of $810,000, 24h increase of +23.3K%, 24h trading volume of $23.12 million, number of trades 197,082;Agency (7Ver....ump): Currently priced at $0.0123, market cap of $11.76 million, 24h decrease of -25.5%, 24h trading volume of $24.53 million, number of trades 89,238;ZEC (A7bd....XaS): Currently priced at $1340.5, market cap of $200 million, 24h increase of +2.6%, 24h trading volume of $16.63 million, number of trades 93,372;SI (DEW9....WDP): Currently priced at $0.033, market cap of $32.81 million, 24h decrease of -14.4%, 24h trading volume of $12.04 million, number of trades 45,614;

According to Gate market data, the altcoin sector has seen a widespread increase.SAND is currently priced at 0.06998 USD, with a 24-hour increase of 62.52%; ENJ is currently priced at 0.03729 USD, with an increase of 27.88%; GTC is currently priced at 0.12388 USD, with an increase of 22.10%; MANA is currently priced at 0.1054 USD, with an increase of 19.10%.SKY is currently priced at 0.09402 USD, with an increase of 18.94%; GALA is currently priced at 0.002655 USD, with an increase of 17.53%; MAGIC is currently priced at 0.0605 USD, with an increase of 15.02%; SUPER is currently priced at 0.2275 USD, with an increase of 14.96%.

According to market news, venture capital giant DIG Ventures announced the completion of a $120 million fundraising for its third fund. This fund has received support from institutions such as Horsley Bridge, Sofina, Granite, and a donation fund from a top university in the United States, and will invest in AI-native enterprise software and cloud infrastructure startups at the Pre-seed and seed stages.Investment directions include infrastructure areas such as data, identity verification, compliance, and orchestration that support the development of AI-native enterprise software. The fund plans to lead the majority of investment rounds and has already begun deploying capital.

Trader degentrading (@degentradingLSD) pre-market analysis shows the following major signals in the current market:Macroeconomic Level: The 10Y yield has risen to 5.2%, and the 30Y has risen to 5.5%, approaching historical highs; the South Korean stock market opened down 2.5%, with the memory and semiconductor sectors (SK Hynix, Samsung, MU, SNDK) generally down 2% to 5%. It is expected that price movements will continue to fluctuate before MU's earnings report is released.New Cloud Computing: The investment payback period for computing projects is now less than a year, and market perceptions are changing. It is expected that the new cloud sector will undergo rapid revaluation, and the issue of power bottlenecks is also receiving increasing attention.Tech Stocks: META is weak pre-market, focusing on buying at the 690 support level or opportunities for breaking historical highs. If the large-scale data center sector breaks through as a whole, META, MSFT, and others will face paradigm-level repricing.Cryptocurrency Market: Mainstream coins and altcoins are generally weak, with BTC possibly testing the 82K support level; last week, TAO and DOGE were reduced, and CRDO was taken for profit to release risk capital. During the KBW period, crypto sentiment is usually somewhat positive, and this week's strategy focuses on finding short-term bullish opportunities.

According to GMGN data, the top 5 trending sector tokens in the past 24 hours are as follows:e/acc (Cbcy....KoU): Currently priced at $0.0074, market cap of $7.21 million, 24h change -28.1%, 24h trading volume $30.52 million, number of trades 149,970;PAID (98kf....ump): Currently priced at $0.0274, market cap of $25.58 million, 24h change -23%, 24h trading volume $28.28 million, number of trades 92,960;STONK (6GmA....Ngx): Currently priced at $0.2587, market cap of $300 million, 24h change -8.4%, 24h trading volume $25.96 million, number of trades 83,145;NEAR (3ZLe....wBG): Currently priced at $5.2541, market cap of $13.89 million, 24h change +3.5%, 24h trading volume $14.01 million, number of trades 89,011;ZEC (A7bd....XaS): Currently priced at $1569.46, market cap of $200 million, 24h change -4.2%, 24h trading volume $24.06 million, number of trades 84,814;

According to Gate market data, U.S. stocks opened with the Dow Jones up 0.02%, the S&P 500 index up 0.07%, and the Nasdaq up 0.1%. Tesla rose 2%, as the company plans to establish a production line for over 1,000 robots per week by the end of the year. SK Hynix rose 1.4%, Micron Technology rose 1.05%, and SanDisk rose 1.8%.

According to Bitcoin.com, the market capitalization of the privacy coin sector has increased from $11.97 billion to $36.51 billion over the past five months, an increase of $24.54 billion, or approximately 205%. Among them, Zcash (ZEC) saw an increase of $20.27 billion, while Monero (XMR) increased by $4.33 billion.In January, the U.S. Securities and Exchange Commission (SEC) concluded its investigation into the Zcash Foundation without recommending any enforcement action. On August 25, digital asset management company Grayscale converted the Zcash Trust into the ZCSH spot ETF and listed it on NYSE Arca, becoming the first publicly listed privacy coin spot ETF in the United States. On September 8, Digital Currency Group (DCG) exchanged ZEC for approximately $100 million in ZCSH ETF shares. During the same period, the price of ZEC rose from $319 to $1,507, while XMR increased from $330 to $555.

According to data from RWA.xyz, the current tokenized stock protocols exhibit diverse characteristics in terms of asset management scale and the richness of underlying assets.In terms of asset management scale, the top five platforms are Ondo (approximately $882 million), bStocks (approximately $754 million), xStocks (approximately $576 million), Securitize (approximately $424 million), and Bitget's RWA protocol Reality (approximately $162 million).Additionally, in terms of the breadth of underlying assets covered, Reality currently supports 2,160 stocks and ETFs, making it the protocol with the most underlying assets in this sector. xStocks and Dinari follow with 1,028 and 692 underlying assets, respectively.

The report believes that if the privacy sector can capture 5% of the offshore wealth market (valued at approximately 11 to 16 trillion dollars), the market capitalization of this sector will reach 550 billion to 800 billion dollars, representing a growth potential of 18 to 27 times compared to the current approximately 30 billion dollars.Ethereum and Solana have both incorporated privacy features into their roadmaps, and a16z has also listed privacy as the most important competitive advantage for 2026.

According to GMGN data, the top 5 trending sector tokens in the past 24 hours are as follows:ZEC (A7bd....XaS): Currently priced at $1519.12, market cap of $200 million, 24h increase of +5%, 24h trading volume of $74.06 million, number of trades 420,025;JEANPHIL (GTBx....ump): Currently priced at $0.0036, market cap of $3.49 million, 24h decrease of -17.9%, 24h trading volume of $24.49 million, number of trades 196,248;STONK (6GmA....Ngx): Currently priced at $0.3583, market cap of $300 million, 24h increase of +34.4%, 24h trading volume of $41.89 million, number of trades 130,122;Stamp (EKtm....nsc): Currently priced at $0.0054, market cap of $5.34 million, 24h increase of +106K%, 24h trading volume of $29.32 million, number of trades 152,326;PAID (98kf....ump): Currently priced at $0.014, market cap of $13.42 million, 24h decrease of -26.5%, 24h trading volume of $19.81 million, number of trades 85,690;