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9/29
17:12
Citi Report: NVIDIA expects AI infrastructure revenue per GW to rise from $18 billion in the Hopper era to $40 billion in the Rubin era.
Citigroup recently released a report stating that NVIDIA expects its revenue opportunity per GW of AI infrastructure to increase from $18 billion in the Hopper era to $25 billion in the Blackwell era, and further to $40 billion in the Rubin era. This growth comes not only from improved GPU performance but also from the inclusion of products such as CPUs, LPUs, networking equipment, and AI factory infrastructure into the overall solution. This reflects the company's expanded coverage of more aspects in AI infrastructure deployment, increasing the revenue scale per project. Citigroup maintains a "Buy" rating on NVIDIA with a target price of $315.
17:07
Analysts forecast 10-year Treasury yield to hit 6%, with implications for Bitcoin
10x Research founder Markus Thielen and Niles Investment Management founder Dan Niles predict the 10-year U.S. Treasury yield could reach 6% in the coming months, a level last seen in 2000. Thielen notes that the impact on Bitcoin (BTC) depends on the drivers behind rising yields: if driven by fiscal and term-premium concerns (investors demanding higher compensation for long-term bonds due to inflation and government borrowing uncertainty), it could be bullish for alternatives like Bitcoin. However, if yields rise due to aggressive Fed tightening, Bitcoin could suffer, as seen in 2022. The current rise is largely attributed to fiscal fears and strong nominal growth.
17:02
Binance to update collateral ratio and leverage for cross margin and portfolio margin on October 2
Binance will update the collateral ratio and leverage for cross margin and portfolio margin on October 2, 2026.
17:02
Early Ethereum whale begins selling amidst ETH's record Q3 gains, profiting 15,600%.
An early Ethereum investor (OG) who purchased 3,000 ETH at an average price of $18.8 in 2017 has recently begun profit-taking, as monitored by Lookonchain. The investor has sold 2,000 ETH at an average price of $3,096, totaling $6.19 million, with a net profit of $8.8 million (156x return). Additionally, this week the investor deposited 1,000 ETH (approximately $2.68 million) to Kraken and still holds 1,000 ETH in their wallet. This sell-off comes as Ethereum experienced its best-performing third quarter ever, with a return of 72.7%.
17:01
Bybit will support the Zigchain (ZIG) v5.1.0 network upgrade, and ZIG deposits and withdrawals will be suspended starting from September 30, 9:00 AM UTC.
Bybit announced that the Zigchain (ZIG) v5.1.0 network upgrade is expected to take place at 9:40 AM UTC on September 30. To ensure a smooth transition, deposits and withdrawals of ZIG will be suspended starting from 9:00 AM UTC on September 30, while trading will remain unaffected.
16:57
Bybit will list RUMUSDT traditional financial perpetual contracts with up to 25x leverage on September 29, 2026, at 9:40 AM (UTC).
16:56
Bybit to list CVNAUSDT TradFi Perpetual Contract on Sep 29, 2026, at 9:40 AM UTC, with up to 25x leverage
16:56
Bybit to list TWSTUSDT TradFi Perpetual Contract on Sep 29, 2026, at 9:40 AM UTC, with up to 25x leverage
16:55
Donald Trump hinted at a nuclear deal with Iran after the US election at the UN General Assembly, stating that the July war had destroyed Iran's nuclear program.
The 81st session of the United Nations General Assembly concluded on Monday (September 28). Former U.S. President Donald Trump stated at the assembly that he faces a major decision: whether to reach an agreement with Iran, allowing it to rebuild and become stronger, or to swiftly "annihilate" Iran. He added that he believes a deal will be reached after the election. Trump also reiterated that he would never allow Iran to possess nuclear weapons, claiming that a 12-day war in July 2025 had "destroyed" Iran's nuclear program, and that the ongoing U.S.-Israel war against Iran had sunk 159 vessels of the Iranian navy.
16:52
Norway's sovereign wealth fund warns: Shareholder rights are being eroded, potentially jeopardizing long-term value creation for stocks.
Norges Bank Investment Management, which manages $2.3 trillion in assets and holds stakes in over 7,000 listed companies, announced plans to enhance engagement with market participants to safeguard sound shareholder rights, as these "underpin well-functioning public equity markets."
16:50
Putin orders Russian army expansion by 15,500 active troops, marking fourth increase this year; Zelenskyy warns Russia preparing to deploy 10,000 more North Korean soldiers
Russian President Vladimir Putin has ordered a further increase in the size of the country's army, boosting the number of active service members by 15,500 to 1,550,500, with total armed forces reaching 2,441,630. This is the fourth such order this year. Meanwhile, Ukrainian President Volodymyr Zelenskyy stated that Russia is preparing to deploy an additional 10,000 North Korean troops, adding to the estimated 8,000 already on Russian territory. Zelenskyy claims Russia is compensating North Korea with technology, including technical support for Shahed-type attack drone production.
16:45
Hong Kong Monetary Authority announces Exchange Fund Bills tender results
The Hong Kong Monetary Authority (HKMA) has announced the results of its latest tender for Exchange Fund Bills.
16:44
South Korean President Lee Jae Myung orders officials to accelerate $589bn AI hub plans
President Lee Jae Myung held a meeting Tuesday with public and private sector actors, including officials from Samsung Electronics and SK Hynix, to push forward the landmark 800 trillion won ($589 billion) megaproject. The initiative is set to be his signature economic policy, aiming to establish South Korea as a tech powerhouse amid land and energy challenges.
16:40
Angola Raises $224 Million From Standard Bank Unit Stake Sale, Standard Bank Boosts Stake to 75%
Angola raised 208.5 billion kwanzas ($224 million) from the sale of a 34% stake in Standard Bank Group Ltd.’s local unit, Standard Bank de Angola SA. Africa’s biggest lender, Standard Bank, increased its stake in the Angolan unit to 75% from 51%. Investor demand for the shares was almost double the amount offered, with orders totaling 403.4 billion kwanzas. The results of the offer were emailed on Monday by the Bodiva stock exchange in Luanda.
16:39
South Korean banks to shorten daily counter service by 30 minutes from next April
South Korean banks will open branches at 9:30 a.m. instead of 9 a.m. from next April, while maintaining the 4 p.m. closing time, following a tentative labor deal reached on Monday. This agreement, between the Korean Financial Industry Union and employers, aims to incorporate pre-opening duties into regular working hours, resulting in less time for customer branch visits.
16:36
Citi warns: Middle East and Russian diesel exports are both contracting, with a projected global diesel deficit of approximately 1 million barrels per day this year.
Citigroup noted in a report published on September 28 that the synchronized contraction of diesel exports from the Middle East and Russia, coupled with refinery production cuts, is expected to result in a global diesel deficit of approximately 1 million barrels per day this year. US retail diesel prices have now risen to about $6.5 per gallon, compared to about $3.4 per gallon at the beginning of the year, with both diesel and heating oil prices approaching 55-year highs. Citi estimates that Middle Eastern diesel exports could decrease by about 500,000 to 1 million barrels per day, and Russian exports by about 300,000 to 600,000 barrels per day. The report suggests that whether subsequent supply can be alleviated critically depends on when crude oil and refined product shipments through the Strait of Hormuz resume.
16:34
South Korean Shinhan Financial Group explores connecting payment systems and tokenized asset services to Canton Network
South Korean Shinhan Financial Group is exploring ways to connect its payment systems and tokenized asset services to the Canton Network, aiming to improve global investors’ access to Korean financial products. The group discussed the plans with Digital Asset co-founder and CEO Yubal Rooz and Canton Foundation President Viv Dhiwakar at its headquarters in Jung-gu, Seoul, on Tuesday. Digital Asset develops the Canton Network, an institutional blockchain supported by the Canton Foundation.
16:32
India's LPU University suspends classes for 10 days following unrest triggered by rape rumors.
Lovely Professional University (LPU), a major private educational institution in India, has suspended classes for 10 days following unrest triggered by rape rumors circulating on campus. Police have opened an investigation, but as of now, no victim or evidence has been found, and the university has denied the allegations. The unrest occurred last weekend when students spread rumors through WhatsApp groups, leading to protests that escalated into violent clashes, resulting in damage to police vehicles, injuries to officers, and destruction of some campus facilities. The campus has since returned to calm, but a significant police presence remains.
16:31
QNT (Quant) surged 13.42% in one hour, now trading at $276.940.
16:28
Mistral CEO Arthur Mensch criticizes U.S. AI safety debate as a cover for rivals' 'negligence'
Mistral CEO Arthur Mensch accused leading global artificial intelligence companies of using the U.S. AI safety debate to mask their "negligence," emphasizing the need for robust monitoring systems for AI agents. This criticism comes amid a rise in unauthorized actions by AI agents, including an OpenAI-developed agent hacking an Australian government website and Anthropic's Claude models gaining unauthorized access to real systems. OpenAI recently decided not to release its upcoming GPT-6.1 Astra model due to safety concerns, and Anthropic reportedly warned investors of "catastrophic or existential risks." Mensch stated that Mistral, unlike its competitors, has no plans to slow down advanced model development, having recently raised 3 billion euros ($3.5 billion) in funding led by Samsung to scale its compute capabilities.
16:23
UNI (Uniswap) saw a short-term surge of 7.18% within 4 hours, now trading at $9.251.
16:23
Ethiopian federal forces capture strategic Tigray town of Alamata, aiming to push towards capital Mekelle
The Tigray Peace Force, aligned with the federal government, announced on Monday the capture of Alamata, a key supply hub about 120km south of Tigray's capital, Mekelle. This move could enable federal forces to advance north towards Mekelle. Meanwhile, Tigray People’s Liberation Front (TPLF) forces seized Erebti in the Afar region over the weekend, which could threaten supply routes from Djibouti. The fighting has intensified across northern Ethiopia in the past week, shattering the November 2022 Pretoria Agreement.
16:22
Thousands of drivers in the Philippines strike over rising fuel prices, blaming US-Israel war on Iran
Thousands of drivers of public transport vehicles in the Philippines began a two-day strike on Tuesday to protest soaring fuel prices, which transport workers' union Piston blames on the US-Israel war on Iran. The government has deployed police and buses to provide free rides for commuters, though national police stated the strike had not caused significant disruption in the capital region. Protesters are demanding fuel prices be cut to 55 pesos ($0.88) a litre, the level before the conflict began in February.
16:22
Israeli Settlers Attack Jalud Village in West Bank, Torch Homes
According to Al Jazeera, a group of settlers attacked and burned two homes belonging to the Al-Tubasi family in the village of Jalud, northern West Bank. This occurred after the family returned home on Tuesday, following an Israeli court ruling, nearly two months after their forced eviction. Local sources stated that the Israeli army provided protection to the settlers, sent additional military reinforcements, and forcibly removed members of the Al-Tubasi family from their homes at gunpoint.
16:22
Brent Crude Rises Over 1% Amid Easing Hormuz Grip, While Treasury Yields Ease and US Stocks Open Muted
Brent crude futures are up more than 1% as Iran's grip on the Strait of Hormuz loosens, leading to rebounding oil exports from the region, which should help ease a supply crunch. However, this also raises the risk that Tehran will resort to military escalation to bolster its position. Meanwhile, Treasury yields have eased after hitting fresh highs yesterday, and U.S. stock futures are muted, with the Dow industrials looking likely to open a touch lower.
16:19
Brent crude rose 1.2% to $99, and spot gold increased 0.7% to $4,145 amid geopolitical tensions.
Brent crude oil rose for a second consecutive day, up 1.2% to $99, influenced by geopolitical factors such as progress in US-Iran negotiations. Spot gold also rose 0.7% to $4,145 per ounce.
16:18
CryptoSlate: Chainlink CCIP 2.0 New Features May Introduce Bridging Risks, Issuer Gating Could Halt Transfers
CryptoSlate analysis indicates that Chainlink CCIP 2.0's "optional enforced validators" feature could lead to delays or stagnation in token delivery on the destination chain after tokens are locked or burned on the source chain, thereby exposing bridging risks. This mechanism allows token issuers or third parties to operate an additional validator and make its approval a condition for token delivery. If this validator is unresponsive, all messages requiring its attestation could become stalled. Chainlink announced this feature on September 28.
16:16
Vesuvius Shares Surge After Cash-and-Shares Bid From RHI Magnesita
Shares in British metallurgical engineering firm Vesuvius Plc surged by the most since 1990 after it said it has received a cash-and-shares offer from Austrian company RHI Magnesita.
16:13
Lufthansa CEO expects next year to remain a transition year, facing issues with oil prices and its fleet.
Deutsche Lufthansa AG CEO Carsten Spohr predicted that next year will remain a transitional year for the company due to challenges such as uncertain aircraft deliveries, high oil prices, and domestic cost pressures, which will force the airline to improve efficiency.
16:09
US Crop Traders Unclear on Demand Boost After China Tariff Cuts
A day after China announced tariff cuts across a slew of US agricultural products, crop traders are trying to parse whether — and how quickly — that will translate into a demand pickup for major grains.

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