MrSunday

Despite inflation rising to 3.7%, the Fed raising interest rates, AI stocks falling 12-13%, oil prices exceeding $95, the DXY remaining high, and concerns that AI could break current security systems, Bitcoin holding above $80K is already very good for Thuan right now.$MU

Sweden wants to prepare legislation for a national digital currency
Sweden’s central bank has asked parliament to begin preparing legislation for the digital krona, the electronic version of the national currency.
There are two main reasons. First, Europe is moving closer to launching the digital euro, and Sweden does not want its payment system to fall behind.
Second, US dollar-pegged stablecoins are growing increasingly popular and could eventually lead Swedes to use them instead of the krona. Since implementation could take at least five years, the bank wants to prepare legislation early, w

🚨 Reports indicate that approximately $86 million worth of crypto was stolen from Ledger cold wallets. This was not a widespread attack, but one targeting only certain wallets.
Initially, there were rumors that the incident involved phishing. However, there are now signs that it was related to a Ledger retailer, as Ledger has just issued the following statement:
“Ledger is investigating reports of asset losses from users in Southeast Asia who purchased devices through the CryptoBillis retailer.
As a precaution during the investigation, we have asked CryptoBillis to temporarily suspend all sal

Thailand’s Securities and Exchange Commission allows domestic fund management companies to establish Bitcoin and Ethereum ETFs, giving investors access to crypto through the stock market without directly buying and holding coins. The regulations take effect on October 16, 2026.
Crypto ETFs must be traded on the Stock Exchange of Thailand and must invest in only one cryptocurrency. Initially, only Bitcoin and Ethereum are permitted, with at least 80% of the fund’s net asset value required to be tied to the corresponding coin.
Investors must confirm that they understand the risks before purchasi

OTHER QUICK NEWS
🇸🇬 Standard Chartered is planning to provide crypto custody services in Singapore for institutional investors. The service will support several types of crypto, stablecoins, and tokenized real-world assets (RWA). Standard Chartered already offers crypto custody services in the UAE, Luxembourg, and Hong Kong. Singapore will be the next market in the bank's expansion plan.
🇪🇺 The European Securities and Markets Authority (ESMA) has set January 8, 2027, as the deadline for crypto companies in the EU to address services related to stablecoins that do not comply with MiCA regul

Oil prices cooled after President Trump stated that the US would not attack Iran before the November 3 midterm elections.
But then surged again because:
1. Iran stepped up attacks targeting oil tankers, while Houthi forces launched missiles toward the capital Riyadh of Saudi Arabia.
2. Oil companies in the Gulf of Mexico temporarily halted production of around 500,000 barrels/day (~25% of output) in response to Hurricane Isaias.
🛢️ Oil prices surged 4%!
WTI oil price: $91.92/barrel
Brent oil price: $104.41/barrel

Vitalik Buterin also spoke about the risk that AI could break encryption systems—not just Bitcoin and Ethereum, but all current cryptographic systems.
Vitalik believes AI could help humans discover new mathematical methods, thereby finding ways to break encryption systems considered highly secure, including technologies being developed to defend against quantum computers.
Vitalik is particularly concerned about lattice-based cryptography, as AI could uncover mathematical weaknesses that humans have never detected. Vitalik believes hash-based cryptography could be a safer choice in suitable cas

Samsung will integrate USDC transfers on the Solana network into Samsung Wallet for eligible Galaxy users in the US, enabling cross-border transfers without requiring an additional crypto app.
The feature is expected to launch in the last week of October and will be available on approximately 82 million Galaxy devices in the US. Users can send USDC directly from Samsung Wallet to compatible external wallets.
Samsung said it will not charge fees for USDC transfers, but the receiving wallet or exchange may charge fees. In addition, users can transfer funds to bank accounts in more than 60 countr

Tom Lee: We currently hold more than 6 million ETH. BitMine will STOP buying ETH once it reaches the hard cap of 5%. We only need to buy approximately 100,000 more ETH to reach the 5% level.
The initial plan was to take 5 years to achieve this goal, but BitMine has been able to accumulate that amount of ETH in just 1 year, with most of it occurring during the bear market, when almost no one wanted to buy ETH. For BitMine, the opposite was true—we were very happy to buy ETH at prices as low as $1,600.
Tom Lee called the 5% level BitMine’s “hard cap” because it is the optimal level for sharehold

🇺🇸 A sharp rise in US Treasury yields is spreading to corporate credit markets.
Borrowing costs for the lowest-rated companies have risen to around 17%, the highest since May 2020. This is forcing many companies to delay borrowing, alter financing plans, and increasing the risk of default if they need to refinance debt in the near term.$NVDA

The UK's financial sector believes blockchain will change how the industry operates
According to a survey by Lloyds Banking Group, the UK's largest financial services provider, 71% of large financial institutions in the country believe tokenization will change the financial industry. Tokenization is the process of putting assets such as deposits or bonds on a blockchain.
Lloyds asked 100 senior industry leaders for their views. The most frequently cited benefit was faster payments, selected by 60%.
The UK government is also supporting this direction. The UK is expected to issue its first token

Profits of South Korean crypto exchanges fell 78% in the first half of 2026, as trading activity and customer asset holdings declined sharply.
According to KoFIU, compared with the previous 6 months:
- Average daily trading volume fell 44%
- Customer won deposits fell 35%
- Exchange revenue fell 41%
KoFIU's survey covered 26 virtual asset companies, including 17 exchanges and 9 custodial service providers, from January 1 to June 30, 2026.
One factor cited was that South Korean retail investors are shifting their attention to the stock market.
The amount of crypto held by South Korean investors

🚨 The situation is that today’s US PCE inflation data looks very good, but the market is already pricing in this data because there have been some changes in the calculation methodology.
1. First is portfolio management fees. Previously, if an investment portfolio increased in value, the management fee calculated as a percentage of assets also increased, and part of that increase could be counted as a “rise in service prices.”
For example:
$1 million portfolio, 1% fee = $10,000
Portfolio rises to $1.2 million, still a 1% fee = $12,000
In reality, the advisor did not raise the fee from 1% to a

Europe wants to test AI making autonomous payments with the digital euro
The European Central Bank (ECB) is inviting businesses and public authorities to apply to jointly test the digital euro, with a deadline of 9/11/2026.
From January to June 2027, selected participants will test e-invoicing and new types of payments. The ECB is organizing workshops on enabling AI systems to transact with each other, make small payments, allow machines to pay one another, and apply the technology to public services.
However, the digital euro will only be issued once the European Union passes legislation.$NVD

🇪🇺🇨🇳 EU–CHINA TRADE TENSIONS ESCALATE
The EU is pressuring China to reduce the trade imbalance and improve market access for European businesses. The EU warned that if there are no concrete results in October, it could adopt stronger measures to restrict Chinese businesses and goods.
Germany and France are promoting an instrument similar to the US Section 301, allowing the EU to respond more quickly to trade practices it considers unfair.
China warned that it would retaliate strongly if the EU imposed restrictions on Chinese businesses or goods, arguing that this would damage trust and aff

California Governor Gavin Newsom has just signed a law banning California officials from issuing their own meme coins.
Crypto platforms are also restricted from offering California users certain new meme coins that use the names, images, or likenesses of officials.
However, the law does NOT ban meme coins in general. Coins such as PEPE, SHIB, DOGE... can still be traded normally.
California may also require violators to return profits obtained from violating the law.$NVDA

🇺🇸🇨🇳 DETAILS OF THE U.S.-CHINA TRADE AGREEMENT
- The agreement covers approximately $30 billion worth of non-sensitive goods in each direction, equivalent to around $60 billion in two-way trade.
- China aims to reduce tariffs on certain U.S. goods such as agricultural products, seafood, wood, cosmetics, and medical equipment.
- The U.S. aims to reduce tariffs on certain Chinese goods such as small household appliances, toys, holiday decorations, and child car seats.
- China commits to purchasing at least 10 million tons of U.S. coal in 2027 and an additional 10 million tons in 2028.
- The

🇺🇸🇨🇳 The summit between President Trump and President Xi Jinping has concluded. Here are the key points:
- The United States and China have extended their trade truce until January 10, 2027.
- The two sides have reached several new trade agreements, but they currently apply only to a group of goods considered non-sensitive.
- Some U.S. goods may receive more favorable conditions when entering China, including agricultural products and medical equipment.
- Some non-sensitive Chinese consumer goods may also receive more favorable trade conditions when entering the United States.
- The goal i

The Bitcoin treasury company model is gradually losing its appeal
According to DWF Ventures, among the 20 largest crypto treasury companies, only 4 have stock valuations higher than the value of the crypto they hold: Bit Digital, Strive, Hyperliquid Strategies, and BitMine.
Most of these companies’ stocks have also performed worse than buying crypto directly.
French semiconductor company Sequans sold its remaining 314 BTC and no longer holds any crypto. Galaxy warned that when stocks trade below asset value, issuing more shares to buy crypto harms shareholders, and this model is beginning to b