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U.S. stocks closed higher on Wednesday, with technology shares strengthening, Dell surging, and oil prices stabilizing. U.S. Treasury yields approached 5%, and global stock markets may face a 5%-8% correction. Trump said the strikes on Iran would end soon and that the Strait of Hormuz would be renamed the Trump Strait. The former British prime minister warned that failure to control debt would force emergency spending cuts. The Beige Book said the U.S. economy grew moderately, with AI and data centers serving as key supports. Tron’s USDT supply surpassed Ethereum’s for the first time. Broadcom’s Q3 results exceeded expectations, and its AI revenue guidance was raised. Robinhood Chain generated $3.75 million in daily fees, exceeding the combined total of Solana, ETH, and Base.

U.S. stock futures edged higher, oil prices fell, gold and silver rose, and European stock indexes edged up. Goldman Sachs said U.S. AI infrastructure will require approximately $300 billion in annual revenue to break even, while cloud computing capital expenditures are expected to reach approximately $800 billion in 2026. Microsoft released a new version of Copilot. The Federal Reserve plans to raise the regulatory threshold for large banks to promote industry consolidation. Iran said it is not pursuing nuclear weapons and is willing to reduce enrichment within the framework of international law; Russia-U.S.-Ukraine trilateral talks may take place soon; Iran submitted a new negotiating draft to reopen the Strait of Hormuz.

Bernstein said rising memory chip costs could weigh on Apple’s iPhone margins in the December quarter, lowering its EPS estimate from $3 to $2.87, below the market consensus of $2.92 and posing a risk of an earnings miss. Despite near-term margin pressure, Bernstein maintained its “Outperform” rating and $370 price target, viewing Apple as still an important gateway to consumer AI.

Morgan Stanley will attend the NEXTPredict prediction markets summit in New York in October as a strategic partner. Hosted by Stephen Grambling, the summit will focus on institutional capital participation. A NEXTPredict co-founder said this is the first bank to publicly participate in the sector. Approximately 90% of the industry’s liquidity comes from sports contracts, while current high valuations stem from expectations of significant future institutional capital inflows and the transformation of prediction markets from “alternative gambling” into institutional tools. MS previously participated in Kalshi’s $1 billion financing round and published related research in April.

ME News, September 25 (UTC+8) — The MOVE Index, which measures volatility in U.S. Treasury bonds, has risen approximately 29.69% cumulatively this week, marking its largest increase since April last year, as bond yields climbed to multi-decade highs. Market volatility has been intense, prompting many traders to stay on the sidelines. The head of interest rate strategy at Société Générale said he holds a neutral view on U.S. interest rates and will wait for volatility to decline before trading. (Source: ChainCatcher)

ME News, September 25 (UTC+8) — Beating AI reported that, according to market sources, Nvidia has committed to investing $1 billion in AI computing power company Nscale, with the funds expected to arrive in mid-November. Previously, on September 19, AI data center operator Nscale publicly filed an IPO application with the U.S. SEC, planning to list in New York and raise up to $3 billion, with the proposed stock ticker NSCL. The company was spun off from a cryptocurrency mining business in early 2024 and has since transformed into an AI computing infrastructure services provider. The prospectus shows that, as of August 2026, Nscale owned and controlled more than 10 GW of data center power capacity, with a total contract value of approximately $103 billion, including

CoinMarketCap announced the completion of its acquisition of derivatives data platform Coinglass. The transaction value was not disclosed. Founded in 2019, Coinglass covers 28 exchanges and more than 2,500 trading products, providing data on open interest, funding rates, liquidations, and options. It has more than 5 million monthly active users and over 10,000 API customers. The acquisition will bring Coinglass data to CoinMarketCap, providing its 115 million users with information on market leverage, liquidation distribution, and funding rates. Coinglass will continue to operate independently, with no changes to its website, app, tools, API, or pricing.

Circle announced that USYC’s assets under management have surpassed $300 million, making it the world’s leading tokenized money market fund. This demonstrates the growth of tokenized funds and the expanding influence of blockchain-based collateral in the digital asset sector. USYC brings traditional money market funds onto the blockchain for institutional investors, enabling them to hold, trade, and manage assets on-chain. It primarily invests in short-term U.S. Treasuries and government-backed repurchase agreements.

ME News, May 7 (UTC+8) — According to CoinFound’s data on crypto-related stocks, Cango Inc. (NYSE : CANG) is currently trading at $0.53, with today’s opening price at $0.48 and an intraday gain of 10.40%. (Source: CoinFound)

Magic Eden CEO Jack said today that Magic Eden was not attacked. The incident originated from Limit Break’s transaction protocol and smart contract, which Magic Eden stopped using two years ago. The company is communicating with Limit Break to push for the suspension of asset transfers at the protocol level. Users are advised to revoke the relevant approvals on Magic Eden.
The company also thanked white hat hacker 0xQuit for helping recover the stolen assets, saying that the situation had not worsened further. Updates will be announced later.

Glassnode noted that Bitcoin has broken through the $78K–$79K range. If it holds over the next week, this could become the shortest deep-value phase since 2026, with $85.2K serving as key resistance. The 30-day net realized profit and loss has turned positive, and long-term holder profits are approximately $180 million per day, though still below the peak. Losses stand at approximately $479 million and need to fall below $200 million for a recovery in demand to become evident. ETF net inflows are recovering, but short-side pressure remains. There is approximately $2 billion in short gamma around $82K, and without support from spot buying, $85K could face selling pressure.

ME News reported that a “14-point” agreement between the U.S. and Iran to end the war was close to being reached during the first 70 minutes. The market established approximately $920 million in short oil positions, totaling about 10,000 contracts, an unusually massive amount. 70 minutes later, Axios said the U.S. was close to reaching a memorandum of understanding. Oil prices fell more than 12% in morning trading, generating approximately $125 million in unrealized gains on those short positions.

ME News reported that Reform UK leader Nigel Farage said he received a $6.7 million personal gift from Harborne, a Tether shareholder. Farage said it did not need to be declared and that he had sought legal advice on the matter. The gift was used for personal security and was made before he decided to stand for election. Harborne also donated £12 million to Reform UK, including £9 million, the largest single personal political donation in the UK. According to the Rycroft report, the government had previously halted political donations in cryptocurrency over concerns about overseas fund flows; the donation was not made in cryptocurrency.

Chicago Fed President Goolsbee warned against instinctively cutting interest rates just because productivity is accelerating. If the faster productivity growth is an unexpected development, inflation may be subdued and rates could be cut; if it reflects expectations of sustained future growth, combined with investment and spending, it could push inflation higher and require higher interest rates. He also stressed the need to be wary of growth expectations driving consumption and investment: the more aggressive the hype, the greater the need to raise rates to prevent overheating. Source: Jin10.

U.S. Treasury volatility has risen significantly, with MOVE climbing from around 80 to 104 and reaching 199 at one point; BVIV is around 37, near its year-to-date low of 35; and VIX is close to 14. The 10-year Treasury yield briefly reached 5.2% before falling back to 5.163%. Over the past 20 days, the correlation between VIX and MOVE turned negative (-0.06), while the correlation between BVIV and MOVE was -0.37, remaining low. Analysts said that rising Treasury volatility typically tightens financial conditions, but BTC and U.S. equities have not yet shown comparable volatility risks. Source: ChainCatcher.

On September 25, U.S. stock futures rose, while oil prices and Treasury yields retreated as the market awaited inflation expectations data. Subadra Rajappa, a U.S. strategist at Industrial Bank, said the stock market remained resilient and that financial conditions had not tightened significantly. The two factors that had previously weighed on the market eased: Treasury yields declined and oil prices fell, as the U.S. and Iran negotiated a phased agreement that could lead to the reopening of the Strait of Hormuz and the lifting of the blockade on Iranian ports. The founder of Sevens Report said the move provided relief for investors.

Vitalik Buterin posted that the new Solidity compiler has been released. Henri, co-founder of OKcontract Labs, said the new version uses Zig to build oksolc, with the goal of producing bytecode identical to that of the official compiler. He also said that most contracts are more than 5 times faster, internal build times have been reduced from about 10 minutes to about 2 minutes, and large incremental changes have been reduced from about 700 seconds to about 99 seconds.

ME News reports that CoinMarketCap has completed its acquisition of derivatives data platform Coinglass. The transaction value was not disclosed. Founded in 2019, Coinglass covers 28 exchanges and more than 2,500 trading products, providing open interest, funding rates, liquidations, and options data. It has more than 5 million monthly active users and over 10,000 API clients. Following the acquisition, Coinglass data will be integrated into the CoinMarketCap platform, serving its 115 million monthly active users with information on leveraged positions, liquidation distributions, funding rates, and more. Coinglass will continue to operate as an independent business, with its website, app, free tools, API, and pricing remaining unchanged.

ME News消息，May 7 (UTC+8), WorldLibertyFi’s governance proposal regarding the unlocking of 62.2 billion WLFI tokens has passed by an overwhelming majority. Previous report: World Liberty Financial launched a governance proposal vote on unlocking tokens, involving 62,282,252,205 locked WLFI tokens. According to the proposal, if approved, the relevant tokens will not enter the market for at least two years. The proposal shows that up to 45.2 billion WLFI held by the founding team, advisers, and partners will be subject to a two-year lockup followed by three years of linear unlocking, along with the potential burning of approximately 4.5 billion tokens; approximately 17 billion locked tokens held by early supporters are proposed to be subject to a two-year lockup followed by two years of linear unlocking. The proposal voting period is 7 days, with a quorum threshold門

This article proposes an Ethereum TCB (Trusted Computing Base) framework that divides software into easily verifiable pure modules (such as cryptography and SSZ) and dirty modules (the network). The dirty modules are untrusted, and only the pure modules are verified, with the boundary pushed as far as possible toward network parsing, gossip, and synchronization logic. Implementation paths include writing specifications and proofs in Lean4, translating or extracting the implementation to Lean4/C, or using solutions such as RISC-V assembly and verified compilers.