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JUST released an open letter to JST holders and launched the JST 2026 Q3 and October key progress report. The letter pointed out that a total of 1,881,973,007 JST has been repurchased and destroyed over five rounds, accounting for 19.01% of the initial maximum supply, with approximately 118.15 million USD invested in repurchase and destruction. JUST DAO upgraded the JST repurchase and destruction mechanism in October, which will shift to being based on sustainable ecological income, and plans to invest approximately 20.34 million USD of excess funds into repurchase in four phases starting from Q4 2026, while retaining at least 50 million USD as a treasury safety reserve.The report also showed that JustLend's quarter-end TVL remained above 7 billion USD, with approximately 21.24 million transactions in GasFree Q3. As the repurchase funds shift from historical income reserves to sustainable ecological income, the deflationary path of JST and ecological growth are gradually forming a closer linkage.

The white-haired stock god Serenity stated that the storage chip industry is experiencing unprecedented long-term demand visibility, with large cloud service providers like Google even seeking to sign long-term supply agreements extending to 2035. However, the market is still affected by concerns over the sustainability of AI infrastructure investments and financing risks.Serenity also cited the views of Dell CEO Michael Dell, who indicated that the shortage of storage chip supply may last for about 4 years, as the construction cycle for new fabs is relatively long, and the related capacity is expected to be released by 2029 to 2030. Dell anticipates that the imbalance between supply and demand for storage chips may further worsen by 2027.

AWS Chief Financial Officer John Felton stated that spending on AI infrastructure and services is sustainable because it drives substantial innovation. AWS's AI capital expenditures are yielding returns, with a backlog of nearly $500 billion, including clients from large enterprises and small to medium-sized businesses.Felton mentioned that the return on investment for AI servers is less than three years, and AWS is achieving significant returns on investment and productivity improvements, planning to further increase its investments.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket. A large whale invested $56,279.88 in the event "Shanghai Rolex Masters: Mariano Navone vs. Pablo Carreno Busta." Based on the current transaction price, the latest corresponding winning probability for this target is 46%.

The co-founder and CEO of the decentralized perpetual contract trading platform Hyperliquid, Jeff Yan, stated during a fireside chat at the Token2049 conference in Singapore that traditional wealth creation opportunities on Wall Street, such as company stocks, are essentially inaccessible to the investing public before they are listed on exchanges, causing retail investors to miss out on the most significant price increases prior to listing. He noted that certain assets are tradable by only a few people during most of their growth phases, and by the time the public can trade them, the growth has already been captured by a privileged few, making this wealth creation model unsustainable.Yan stated that Hyperliquid's main mission is to expand the accessibility of wealth creation opportunities and encourage more people to participate in the financial system, with income being merely a byproduct. He mentioned that Hyperliquid's success partly stems from its perpetual contracts having no expiration date, which reduces the number of decisions traders need to make and prevents liquidity fragmentation. According to data from DefiLlama, Hyperliquid generated $72 million in revenue over the past 30 days, ranking third among protocols in terms of revenue.Blockchain asset management company Pantera stated in July that perpetual contracts, due to their structural advantages, could become one of the dominant trading tools in the global financial sector, and Hyperliquid has demonstrated the potential of blockchain infrastructure to challenge traditional markets. Jeffrey Sprecher, CEO of the Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, called on regulators to create a fair competitive environment for the launch of 24/7 on-chain perpetual contracts. In March of this year, the New York Stock Exchange partnered with the tokenization platform Securitize to advance blockchain-based stock trading infrastructure.

According to CoinDesk, Brazil's state-controlled energy company Petrobras is testing the Cardano blockchain to track statements related to low-carbon fuels.The Cardano Foundation announced two research projects on Wednesday, one focusing on sustainable aviation fuel, which is a low-carbon aviation fuel alternative that can be used in existing aircraft and airports, and the other on Diesel R, which is diesel produced by Petrobras using renewable materials such as vegetable oils and animal fats.The aviation fuel project targets the book-and-claim model in green fuel sales: airlines can pay for the environmental benefits of sustainable fuel, even if the fuel itself is used elsewhere. This model requires recording the benefit attribution and claiming time to avoid double counting the same emissions reduction.The application records the source, recipient, and claiming time of each benefit through Cardano. In real scenarios, passengers can input their departure and destination airports to calculate the corresponding fuel benefits and receive a certificate linking their quota to the original fuel certificate. The diesel project records information on fuel production, transportation, and usage, compiling it into a complete fuel process history, which helps companies report Scope 3 emissions.Frederik Gregaard, CEO of the Cardano Foundation, stated that Brazil has been one of the most stable adopters of Cardano, from government agencies like SERPRO to industrial sectors like SENAI, and Petrobras continues to value the on-chain traceability and transparency.He mentioned that with x402 landing on Cardano and Fireblocks increasing support for Cardano native tokens, institutional interest continues to grow.

Huobi HTX Chief Analyst Cloud stated that Bitcoin quickly rebounded after hitting the bottom under the dual pressure of interest rate hikes and the obstruction of the Clear Act, with a weekly increase of about 16%, rising to $87,307 during trading on September 21 (Huobi HTX spot price), reaching a new high since January. This round of increase is driven by three forces: the net inflow of about $1 billion into the U.S. spot Bitcoin ETF on September 21, the largest single day of the year; short positions being liquidated for about $650 million within 24 hours; and falling oil prices leading to a cooling of inflation expectations. Compared to last week's rebound, which was mainly driven by passive replenishment, this week saw a relay of spot buying.Whether the trend can continue depends on two points: whether ETF inflows can shift from a single-day pulse to a continuous trend, and whether leverage can be maintained at a non-overheated level. Currently, the funding rate is about 0.01%, in a neutral range, but the open interest of Bitcoin contracts has risen above $61 billion. If the capital weakens, high leverage will amplify the pullback. Market sentiment has entered an extreme greed zone, which historically has often been a precursor signal for short-term trend reversals. Technically, $87,500 is the resistance above, while the first support zone is between $84,000 and $85,000. The trend has conditions for continuation, but the highest risk of short-term volatility also occurs during the hottest phase of sentiment.Note: The content of this article is not investment advice and does not constitute any offer, solicitation, or recommendation of investment products.

Bitcoin News posted on the X platform that Bitcoin Core developer Niklas Gögge warned that recent AI-driven vulnerability scanning is changing the security landscape of Bitcoin. Large language models have significantly reduced the cost of discovering vulnerabilities, allowing attackers to potentially find catastrophic vulnerabilities for just a few hundred dollars in computing costs.For Bitcoin Core, Project Loupe, the Bitcoin Red Team, and individual contributors have generated over 1,000 reports, but so far no high-risk or severe vulnerabilities have been found. Gögge stated that relying on stronger models to discover vulnerabilities before attackers is not a sustainable security strategy. Developers should build testing infrastructure that can proactively prevent entire classes of vulnerabilities through automated testing, fuzz testing, and property-based testing. Key components of Bitcoin Core have accumulated over 100 years of CPU fuzz testing and have undergone decades of Bitcoin node network simulation.

BNB Chain Chief Growth Officer Nina Rong commented on "the debate between Arbitrum founder Steven Goldfeder and Solana co-founder Toly regarding the Robinhood Chain fee model": "Continuing to push Gas fees lower is no longer the highest priority for the blockchain industry. The real priority for all public chains today is to find sustainable business models and reinvest the profits into technology and growth. This business model can be based on Gas fees, revenue sharing, or other forms of business collaboration. Over the past five years, the impression of blockchain foundations has mostly been two things: one is issuing grants and making investments; the other is reducing Gas fees. If we want to continue for another five years, blockchain companies must have a solid business structure."

According to Front Office Sports, the prediction market platform Kalshi has signed an exclusive agreement with the United States Tennis Association (USTA) to become the exclusive prediction market platform partner for the US Open. The agreement is effective immediately and was finalized only after the qualification rounds ended last week, with the report not disclosing financial terms. Kalshi has not yet been listed among the official partners of the US Open, and a blog post analyzing the women's singles events released earlier by the company included a statement saying that the company "is not affiliated with the US Open or WTA."According to sources, as part of the agreement, the USTA is preventing other prediction market platforms from advertising at US Open venues and on television, including ESPN's broadcasts of the events, which is an unusual aspect of the agreement. Kalshi declined to comment, and representatives from USTA and ESPN did not respond immediately. The US Open is owned and operated by the USTA, and its CEO Craig Tiley took office on July 20 of this year, playing a significant role in facilitating this year's event agreement.Both Kalshi and Polymarket are official partners of the NHL, and Kalshi has recently partnered with several MLB teams. According to data from The Block, since August, the total trading volume for Kalshi, Polymarket, and Polymarket US has reached $41.2 billion, with Kalshi accounting for $33.7 billion.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Winston-Salem Tennis Open: Pablo Carreño Busta vs. Adolfo Vallejo," the sub-market "Winston-Salem Tennis Open: Pablo Carreño Busta vs. Adolfo Vallejo Total Games in the Second Set O/U 8.5" has seen a dramatic fluctuation in the winning probability of the "Over" option, rising from 30% an hour ago to the current 50% (a fluctuation of 20%). Please note the impact of relevant breaking news.

"BTC OG insider whale" agent Garrett Jin analyzed that Bitcoin's recent breakthrough of $70,000 was driven by multiple positive factors, including the expansion of the U.S. Treasury's bond buyback, the SEC's proposed regulatory framework for crypto assets, and the White House crypto summit. The current price has entered a dense area of trapped positions between the latter half of $60,000 and the lower range of $80,000, with the first resistance level showing signs of loosening.Garrett Jin pointed out that over the past two months, a large amount of new holding costs has accumulated in the area just above $60,000, providing bottom support for this breakthrough. Although the short squeeze triggered by short liquidations may push Bitcoin above $80,000 in the short term, the $80,000 to $82,500 range is a key resistance area to watch, and the short squeeze momentum is difficult to sustain in the long term. If effective absorption of chips can occur below $80,000 before the breakthrough, it would be more beneficial for the healthy development of subsequent trends.On the same day, SK Hynix announced the largest stock buyback and cancellation plan in South Korea's history, committing to return at least 50% of the expected free cash flow before 2027 to shareholders. The stock price surged more than 10% at one point, triggering the buyer's circuit breaker mechanism for the KOSPI index. Analysts believe this move can alleviate market concerns about the declining risk appetite for South Korean semiconductor stocks, but it cannot change the cyclical trend of the memory industry itself.

CryptoQuant CEO Ki Young Ju stated that the current trend of Bitcoin is mainly driven by the futures market. He pointed out that although open interest continues to rise, on-chain spot demand remains in a state of net negative growth.

The perpetual contract DEX Extended, developed by the former Revolut team, has announced the results of its points program update, excluding 5,038,989 points generated through non-natural or manipulative activities. This adjustment covers 4,017 affected accounts and 35 identified Sybil operations and other prohibited behaviors.After the update, the total amount of the points program is 64,673,031 points (as of August 10, 2026). The excluded points have been returned to the program budget, available for genuine participants to continue earning. The total allocation cap for the points program remains no more than 70 million.The review scope includes cross-account wash trading, self-referral, Sybil wallet groups, and coordinated multi-account activities, with adjustments made based on the quantitative rules under the points program terms.

According to analysis by XWIN Japan, CryptoQuant data shows that although there are occasional spikes in daily Bitcoin deposits, Binance's 30-day net flow tends to balance out, with withdrawals essentially offsetting deposits. This means that large deposits have not translated into sustained net inflows of funds—incoming BTC is either absorbed by market buying or withdrawn for long-term custody.Analysts point out that neutral or negative net flows typically reflect holding behavior rather than a willingness to sell. Current data suggests that investors may be more inclined to use Binance for liquidity rather than preparing for large-scale sell-offs. Although short-term spikes in deposits may still lead to price volatility, the overall picture does not indicate sustained selling pressure.

According to monitoring by Catcher Predict, in the predicted market on Polymarket for the event "Wimbledon ATP: Rafael Nadal vs Pablo Carreño Busta," the sub-market "Wimbledon ATP: Rafael Nadal vs Pablo Carreño Busta Spread +/-2.5" has seen a dramatic fluctuation in the winning probability of the "Nadal" option, soaring from 4.25% an hour ago to the current 20.1% (a fluctuation of 15.85%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Wimbledon ATP: Rafael Nadal vs. Pablo Carreño Busta," the "Over" option in the sub-market "Wimbledon ATP: Rafael Nadal vs. Pablo Carreño Busta Match O/U 36.5" has experienced significant fluctuations in winning probability, soaring from 50% an hour ago to the current 65.5% (a fluctuation of 15.5%). Please note the impact of related breaking news.