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9/29
20:20
According to U.Today, Solana (SOL) spot ETFs attracted $12.7 million in net inflows on September 28, surpassing XRP funds' inflow of $3.96 million on the same day, an increase of over 300%. Over the past 30 days, Solana ETFs have seen total inflows of $278.2 million, more than double the $127.05 million for XRP funds. Currently, Solana funds hold $1.93 billion in net assets, exceeding XRP funds' $1.68 billion.
20:17
Morgan Stanley's star analyst Adam Jonas stated in a latest research report that Tesla's Full Self-Driving (FSD) system is close to "solving" the autonomous driving problem. He cited his personal driving experience, having used FSD for a cumulative 2,713 miles over the past 12 months, accounting for 33% of his Tesla Model Y's total mileage. He added that he now enables FSD for 100% of his trips, with the actual mileage driven by the system estimated to be between 98% and 99%. Jonas directly stated: "If you see me in my Model Y, I am not driving."

The report pointed out that Tesla FSD's cumulative mileage is about to exceed 15 billion miles, and the fleet currently drives approximately 24,000 miles per minute in FSD mode. Morgan Stanley maintained an Equal-weight rating on Tesla (TSLA.O) with a price target of $400, compared to the current share price of $357.45. The bank believes that autonomous driving and robotics businesses collectively contribute more than half of Tesla's $400 price target valuation, with network services contributing $144/share, Tesla Mobility contributing $120/share, and humanoid robots contributing $56/share.
20:16
Zcash developers released the Udon component of Project Tachyon to Zakura Common on Monday, a shared cryptographic library for Zakura and other Zcash projects. This move aims to prepare for the long-term goal of achieving over 50,000 private payments per second in the future. Udon brings some of the computations required for Tachyon's scaling upgrade into Common, allowing developers to accelerate code based on it. Currently, Udon has been released as software, but the upgrade has not yet been activated on the Zcash network. ZecStats data shows that as of September 28, the Zcash network processed an average of approximately 6,200 transactions involving private funds per day over the past 7 days, far below its long-term goal.
20:13
China on Tuesday announced new measures to prop up the country's weak property market, subsidizing mortgages for first-time homebuyers purchasing homes up to 120 square meters and costing 1.5 million yuan ($224,000) or less. Policymakers indicated stronger efforts are needed to meet the government's economic growth target.
20:10
According to Al Jazeera, Iranian Foreign Minister Araghchi proposed a "7-day plan" at the UN General Assembly. The plan seeks the lifting of US sanctions on Iranian oil, the unfreezing of at least $12 billion (other reports suggest $24 billion) in Iranian assets, and an end to the US naval blockade, all conditioned on the reopening of the Strait of Hormuz, while also demanding a ceasefire in Yemen. However, the United States has rejected Iran's conditions, stating it is not in a hurry to act, and the Donald Trump administration had previously rejected similar proposals made through intermediaries.
20:10
The article states that Tajikistan's GDP grew by 8.2% in the first half of 2026, with fixed capital investment increasing by 18.4%. However, its economy is highly dependent on remittances, which accounted for approximately 46% of GDP in 2025. The World Bank still classifies the country as being at high risk of debt distress, primarily due to high external repayments relative to export earnings in 2025-2027. The International Monetary Fund (IMF) assesses its sovereign debt as sustainable but notes that the unguaranteed debt of state-owned enterprises (SOEs) such as TALCO and Barqi Tojik (contingent liabilities accounting for 11.7% of GDP) increases fiscal risks. TALCO also faces an arbitration award exceeding $300 million.
20:06
The European Central Bank (ECB) is seeking firms to explore AI agents and machine-to-machine interactions as it prepares a separate digital euro pilot for 2027.
20:06
Lisa Mantil, who spent nearly three decades at Goldman Sachs, most recently as a partner and global head of the bank's ETF accelerator, will join the prediction market exchange's team to attract institutional traders and expand its business. Mantil stated that this is a rare opportunity to help shape an exploding asset class at an inflection point.
20:04
Bitcoin pioneer Adam Back's Blockstream Corp. is grappling with a $320 million hack of a Bitcoin-linked blockchain. Additionally, a Bitcoin Treasury firm he promoted saw its public-market deal collapse, and a Bitcoin mining business he co-founded is facing legal disputes, signaling increasing strain on his associated ventures.
20:04
US stock futures posted modest gains on Tuesday as investors readied themselves for the first of several economic data releases. Futures for the S&P 500 Index were 0.2% higher at 7:59 a.m. in New York, while contracts on the technology-heavy Nasdaq 100 Index rose 0.4%. Brent crude fell 1.2% to $104 per barrel.
20:02
Hong Kong businesses are lagging behind their mainland Chinese counterparts in artificial intelligence (AI) adoption, primarily due to entrenched legacy systems and a risk-averse corporate mindset that slows down digital transformation, according to Robert Hah, a senior executive at Accenture. An Accenture survey revealed that only 10% of Hong Kong enterprises have integrated generative AI across multiple business functions, compared to approximately 21% of mainland Chinese enterprises.
19:51
Brent crude oil briefly touched $100.28 per barrel intraday, but oil prices subsequently retreated as the outlook for US-Iran diplomacy remained unclear. It is currently hovering near the lower end of the $97.62 to $100.28 per barrel range, with an intraday decline of approximately 0.2%. WTI crude oil is also trading near the lower end of the $92.44 to $94.74 per barrel range.
19:51
Houthi forces reportedly launched a large-scale ballistic missile and drone attack on oil facilities in the Saudi port of Al-Mu'ajiz on the Red Sea coast. Satellite images show multiple large oil storage tanks on fire at the Al-Mu'ajiz terminal in southern Saudi Arabia. Saudi authorities stated that the port has resumed crude oil loading operations after partial repairs to the East-West pipeline were completed. Additionally, Newsquawk, citing Ambrey, reported an explosion involving a commercial vessel in the southern shipping lane of the Strait of Hormuz.
19:48
Lookonchain monitoring: The giant whale address bc1qsz, associated with Matrixport, once again deposited 1,000 BTC, worth approximately $83.94 million, to Binance an hour ago.
19:48
Following the surge in U.S. Treasury yields, the market is closely watching statements from Federal Reserve officials. Deutsche Bank stated that policymakers generally hold a hawkish stance and expects the Federal Reserve to raise interest rates by another 25 basis points in December this year and March next year, respectively. The bank also noted that a tightening labor market, persistent underlying inflation, or strong AI-driven investment demand could even bring a rate hike in October back onto the agenda.
19:46
Regional U.S. crude prices weakened as rising exports through the Strait of Hormuz eased concerns over global supply tightness. WTI remained rangebound in the mid-$90s/bbl. Houston averaged $98.46, down $6.01, while Midland fell $4.68 to $97.35 and LLS dropped $7.77 to $100.10. ANS bucked the trend, rising $3.94 to $107.84.
19:42
Coljac Café in Farmington, Missouri, has become a Bitcoin hub, with over 40 nearby merchants now accepting Bitcoin, forming a regional corridor. The café itself reports Bitcoin transactions account for roughly 5% of its annual income, which can skyrocket to 50% of morning sales during local Bitcoiner group events.
19:40
CoinDesk reported that Jurrien Timmer, Fidelity Investments' Director of Global Macro, stated that Bitcoin has surpassed $80,000, triggering a "double-bottom breakout" technical pattern, which confirms a bullish trend and could push its price to $100,000. Timmer posted on X on Friday that Bitcoin is challenging the key resistance level of $80,000, and a breakthrough would confirm the double-bottom pattern, targeting $100,000. Despite a recent slowdown in upward momentum, Bitcoin's price remains above $80,000 and has risen over 40% this quarter, outperforming gold, the S&P 500, and other major assets. Currently, on the cryptocurrency exchange Deribit, the open interest for Bitcoin call options at $90,000, $95,000, and $100,000 is $2.45 billion, $2.33 billion, and $1.79 billion, respectively.
19:38
David Schwartz, Ripple's former Chief Technology Officer (CTO Emeritus), commented on a 2020 paper on artificial intelligence (AI) authored by former U.S. Securities and Exchange Commission (SEC) Chairman Gary Gensler. Gensler's paper suggested that as deep learning becomes widely adopted and matures in finance, it could lead to financial system vulnerabilities and economy-wide risks.

Schwartz stated that many points in Gensler's paper "make sense," but he expressed reservations about the idea that "AI will become so smart that it will do stupid things." Previously, Apollo Chief Economist Torsten Slok warned that the widespread adoption of AI agents could trigger bank runs as they optimize user investments, and Gensler's paper also proposed that a large-scale pursuit of algorithmic perfection could undermine system stability.
19:36
President Trump's schedule for Tuesday, September 29, includes an announcement at 10:00 AM, a meeting and luncheon on super intelligence at 12:30 PM, and signing executive orders at 5:00 PM. All times are local to the event locations.
19:32
The 10-year US Treasury yield climbed to 5.3% and the 30-year yield touched 5.4%, driving down the SPDR Gold Shares (GLD) by 4% to its lowest level since the first week of August. The iShares iBoxx High Yield Corporate Bond ETF (HYG) extended a five-day rout to its lowest since April 2025. Options traders are betting on a rebound for GLD, with call options trading at twice the volume of puts, showing a bullish sentiment of nearly $2.8 million. Conversely, traders are bearish on HYG, with put options trading at more than 2.5 times the volume of calls. Nigam Arora, founder of The Arora Report, warns that the risk of defaults in high-yield bonds is likely much higher than the market anticipates.

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