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10/1
03:03
The dashboard provides Terminal users with hourly data on stablecoin supply, issuance, transfers, and activity across blockchain networks.
03:01
Investment bank TD Cowen released a report stating that Bitcoin is increasingly evolving beyond its role as an investable asset towards a broader financial infrastructure, with the potential to support new capital market activities in the future. After attending this week's Bitcoin Treasuries conference in New York, the bank observed a growing discussion among institutions about leveraging Bitcoin to support capital markets, and Bitcoin custody services are becoming more institutionalized. For example, BNY Mellon already offers digital asset custody, and Deutsche Bank also plans to launch Bitcoin custody services later in 2026.
02:57
Defense Secretary Pete Hegseth is establishing a permanent Pentagon organization for drones, autonomous systems, and defense robotics, according to Sen. Tim Sheehy. The move would centralize drone procurement and deployment as the U.S. military expands its focus on low-cost autonomous warfare and counter-drone capabilities.
02:56
Arc Packages is offering USDC funding and Morpho lending services for applications. Its Borrow Kit allows apps to provide cirBTC-backed loans, while Onramp purchases require provider identity checks and regional eligibility.
02:51
On Wednesday, options trading volume for Google parent Alphabet and Microsoft was more than 50% higher than their 30-day average. CNBC analysts noted that these trades could signal significant future gains for both stocks. On the day, Alphabet shares rose 2.7% and Microsoft rose 1.8%, after better-than-expected economic data and softer inflation data boosted market sentiment. Alphabet's call options trading was particularly active, with more than twice as many calls bought as puts, and over $260 million in option premiums related to call options. Microsoft's options trading volume also approached $500 million, with $400 million related to call options.
02:47
California and the Western U.S. are bracing for summer-like heat in early October, with temperatures expected to approach 100 degrees Fahrenheit (approximately 37.8 degrees Celsius), which will drive up electricity demand and increase wildfire risk.
02:47
Comex gold rose 3.30% quarterly to $4155.60, but is poised for a monthly decline of over 6%. The rise in gold prices was supported by a weaker dollar and falling US government bond yields.
02:46
The ZROZ ETF, which tracks the present value of 25-30 year US Treasury principal STRIPS, has fallen 16% this year and 73% from its March 2020 peak. Its current trading price of $53.73 marks an all-time low, primarily due to rising US Treasury interest rates making zero-coupon STRIPS less attractive compared to modern-day bonds paying higher interest.
02:36
Sycamore Partners is reportedly in talks to sell the UK pharmacy chain Boots. Sources indicate that the Canadian arm of the Weston family is in discussions to acquire Boots for close to $9 billion. Sycamore Partners had previously acquired Walgreens for $24 billion, including debt, in 2025.
02:27
AI voice startup ElevenLabs announced it has reached a valuation of $22 billion through a $300 million employee equity sale program, doubling its $11 billion valuation from its $500 million funding round in February this year. The deal, co-led by Wellington and T. Rowe Price, allows employees to sell a portion of their vested equity, a common strategy for AI startups to retain talent. This is the second employee equity sale for ElevenLabs in four years, with the previous one occurring in September 2025 at a valuation of $6.6 billion.
02:25
The blockchain oracle network demonstrated the financing workflow with DTCC at Sibos, adding that integrations with financing venues remain under way.
02:24
Aave's proposed $50 million institutional lending plan, which aims to provide BTC and ETH loans, faces a risk of losses even if borrowers do not default. This is because the Aave DAO would initially borrow stablecoins (USDC or USDT) against its own crypto assets (WETH, WBTC, AAVE) to fund these institutional loans, while institutional borrowers would pledge BTC or ETH with a custodian. A decline in crypto prices could weaken both collateral pools, and rising stablecoin borrowing costs could narrow the DAO's interest spread, potentially leading to collateral pressure or increased funding costs for the DAO, independent of the institutional loan's repayment status. The plan involves two separate collateral books and repayment obligations, with indicative borrower pricing at 6%-8% APR against approximately 4.5% funding costs, implying a 1.5-3.5 percentage-point spread for the DAO.
02:24
Federated Hermes CIO R.J. Gallo stated that despite Treasury yields being at some of their highest levels in a generation, elevated rate volatility means it may be too early to buy aggressively. He warns another wave of bond-fund selling could push yields even higher before markets stabilize. For now, Gallo favors short duration, with mortgage-backed securities potentially attractive once volatility subsides.
02:11
According to data released by Kpler on Wednesday, crude oil exports through the Strait of Hormuz had recovered to pre-war levels as of Monday this week, with a seven-day average of 13.5 million barrels per day, thanks to U.S. military escorts and pipeline diversions. However, fuel shipments remain restricted, averaging only 677,000 barrels per day over seven days, significantly below the pre-war level of 3.6 million barrels per day, leading to a global fuel crisis. JPMorgan Chase analysts noted that the crude oil market has largely normalized, but refined product supplies remain tight. U.S. Treasury Secretary Scott Bessent stated on Sunday that Iran would complete its final crude oil deliveries to China in approximately two weeks, after which it would have "nothing left to trade."
02:09
Lloyds and Visa successfully settled $750,000 in USDC during a seven-day cross-border pilot program. Funds were sent from Jersey to the US in under an hour, including over the weekend, with Lloyds utilizing Canton and Visa using a separate blockchain.
02:09
New Zealand's house prices in September fell to their lowest level since early 2021, extending a downtrend that began in early 2022 and casting a shadow over the outlook for domestic demand, a key driver of economic recovery.
02:08
Saylor retweeted a post by Paul S. Atkins, a former SEC Commissioner, who stated that the SEC is working to provide clarity to the market to foster the onshore development of innovative technologies, viewing this as a generational opportunity to advance U.S. leadership in the digital financial revolution.
02:07
Reddit announced it will cease support for RSS feeds on November 13 and end public API access by March 2027. The company cited “large-scale scraping and automated abuse” by AI bots as the reason for tightening access to its user-generated content, aiming to protect its data for commercial AI licensing deals.
02:06
Mexico's legislature recently expanded anti-money laundering laws to implement stricter due diligence requirements and push companies to collect more information about their ownership. Additionally, Mexican President Claudia Sheinbaum appointed a new head of the Financial Intelligence Unit, which is responsible for collecting suspicious transaction information and reporting it to law enforcement. Experts question whether stricter laws can effectively improve enforcement after receiving a push from the U.S. Treasury Department and international organizations.
01:56
Elon Musk's SpaceXAI is reportedly exploring a four-tier subscription model that combines its Grok AI agent with the X platform. Plans, as reported by Bloomberg, range from a free tier to a $100-per-month "Ultra" package, which would grant access to the Grok Bot AI agent. A more affordable $8 "Lite" tier is also being considered, bundling Grok access, X verification, and fewer ads, as the company aims to boost its recurring subscription revenue.

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