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10/4
12:01
Dragonfly Capital Managing Partner Haseeb Qureshi stated in an August 28 interview with Bankless that ongoing token unlocks are harming secondary market confidence for some tokens, with many projects facing continuous selling pressure due to multi-year unlock schedules. He noted that some strategic investors immediately sell after token unlocks, and this repeated selling behavior deters secondary market investors from entering, potentially creating the impression that token prices "only fall and never rise."
11:20
Dogecoin fell to $0.093 today, influenced by a weaker-than-expected September jobs report. The market now sees a very low probability of a Federal Reserve rate hike in October, but investors are still digesting expectations for a December hike. The Federal Reserve's next interest rate decision will be announced on October 28. Additionally, Timothy Stebbing, a director at the Dogecoin Foundation, stated that Dogecoin's infrastructure is rapidly expanding with the launch of new projects such as the DogeOS public testnet and Metallicus's DogecoinVM.
10:58
U.S. Treasury Secretary Scott Bessent defended the recent rise in government bond yields, stating that the movement in the 10-year Treasury yield, which briefly touched its highest level since 2002 this week, is a global phenomenon and no cause for excessive concern. He also dismissed market worries about an overheating AI spending bubble, arguing that investments by leading tech companies are backed by solid business logic. Bessent further hinted that the U.S. government might offer financial assistance similar to that provided to Argentina and Japan to more allied nations in the future.
10:48
China closed over 670 banks last year, a record high, as part of efforts to bolster its financial system. Fitch noted that smaller lenders remain the weakest part of the sector.
10:48
The move comes as US allies invest in 'smart shipyards' amid Washington's alarm over Beijing's dominance of the industry.
10:26
University of Chicago political scientist Robert Pape warns that the 45-day deadline set by Iran's Supreme National Security Council expired on October 1. If Washington fails to lift the naval blockade on Iranian ports, Iran reserves the right to launch a new round of attacks against U.S. forces, further escalating the risk of conflict in the Gulf region.
10:26
Yemen's Houthi movement issued a statement on the evening of October 3 local time, claiming to have successfully struck Saudi Aramco targets in the Saudi capital, Riyadh, with ballistic missiles and drones, causing fires, in response to Saudi airstrikes on Yemen. Meanwhile, Axios reported, citing U.S. officials, that Saudi Arabia is planning a large-scale military operation against the Houthis in the coming days, aimed at retaking the coastal areas of the Bab el-Mandeb Strait controlled by the Houthis. The U.S. has been informed by Saudi Arabia but stated it would not take direct military action at this time.
10:04
According to the South China Morning Post, after two decades out of the public eye, renowned actress Joey Wong has returned to the screen through artificial intelligence technology. This summer, NetEase released a two-minute video that used AI to reconstruct Wong's classic roles in films such as "A Chinese Ghost Story" and "Green Snake." Data from China's broadcasting regulator, the National Radio and Television Administration, shows that over 90% of the 430,000 micro-dramas released online in the first eight months of this year were AI-generated content. As the market approaches saturation, producers are shifting from low-cost production to pursuing content quality to combat audience aesthetic fatigue.
09:58
Latest EPFR data shows that as of Wednesday of the reporting week, bonds saw net inflows of $18.8 billion, with long-term bonds (over 6 years maturity) alone attracting $7.4 billion, the largest weekly inflow since May 2025. Municipal bonds recorded net inflows of $4.2 billion, an all-time high since data became available in 2004.
09:58
Bank of America Chief Investment Strategist Michael Hartnett noted that the US investment-grade tech bond index has seen a 9% price drop over the past year, with yields rising from 4.5% to 6.2%. He believes that long-term bond yields for hyperscale cloud companies like Oracle (8.4% yield), Meta (7.5%), and Google (6.9%) are nearing junk bond levels, which could soon attract buyers.
09:58
Bank of America Chief Investment Strategist Michael Hartnett noted in his latest report that the current market rally is highly concentrated in AI-related sectors, mirroring the "exact same" pattern as the six months leading up to the dot-com bubble peak in March 2000, when tech stocks surged while other sectors declined. He characterized AI as "the biggest bubble since the railroads" and advised investors to start buying bonds on dips, considering the rise in the 10-year U.S. Treasury yield to 5.33% (a new high since 2002) as a "generational buying opportunity."
09:51
According to Lookonchain monitoring, the well-known whale "Corus" has spent $200,000 to accumulate 7.14 million EDEL. The trader made a massive profit of $34.95 million on Hyperliquid and still holds 137,096 HYPE (worth $12.27 million). Additionally, EDEL has surged 750% in the past two months.
09:37
Wall Street investors are betting on post-election volatility through large-scale derivatives trading, facing a close race in the Brazilian general election. The one-week implied volatility for the Brazilian real has surged above 31%, the highest level since late 2022. Open interest in options tracking EWZ, the largest exchange-traded fund for Brazilian equities, has surpassed 9 million contracts, reaching an all-time high. Prediction markets currently assign right-wing challenger Flávio Bolsonaro approximately a 60% chance of winning, with market participants generally believing his victory could drive fiscal improvement.
09:37
Brazil's 160 million voters headed to the polls on Sunday, kicking off what is widely considered South America's most important election. The showdown between incumbent President Lula and right-wing challenger Flávio Bolsonaro will directly determine the political direction of Latin America's largest economy. The latest polls show the two candidates neck and neck, with Datafolha showing Lula with a narrow lead of 45% to 42%, while Quaest data is even closer, with both at 46% and 45% respectively, both within the margin of error. The market generally expects that no absolute majority will be achieved in the first round, and the election is highly likely to go to a second-round runoff on October 25.
08:41
Hong Kong bankers skipped their summer break as an artificial intelligence-fueled rush for capital sent share sales to a record, defying a bruising selloff in the city’s stocks.
08:28
Brazilian President Lula and right-wing Senator Flávio Bolsonaro have concluded their campaigns, with both expressing confidence in winning the first round of the presidential election on Sunday (October 4). The latest polls show Lula's lead narrowing, and it is unlikely that either candidate will secure an outright victory in the first round, suggesting the election may proceed to a second round on October 25.
08:27
According to Al Jazeera, Yemen's Houthi rebels attacked the capital Sanaa, displacing more civilians. Meanwhile, former US President Donald Trump warned Iran would face a difficult situation and said a decision on Iran was imminent.
07:55
Former Canadian Prime Minister Mark Carney admitted last week that he had prepared for a once unimaginable scenario—a U.S. invasion—though he stressed the risk was low and the probability extremely small, the BBC reported. Carney stated that during U.S. President Donald Trump's tenure, U.S.-Canada relations were being redefined, and he had a responsibility to consider all possibilities. Trump's global tariff policies and his repeated statements about wanting to make Canada the 51st U.S. state prompted Canada to conduct war games simulating a U.S. attack.

The events mentioned in the material occurred during President Trump's term, but Mark Carney stepped down as Canadian Prime Minister in 2020. This description may be a fictional scenario or the material itself contains errors.
07:47
Mexico's government announced on Saturday that it has deployed military personnel to the Texas border region to conduct a "mirror operation" in coordination with the United States. This move is a response to the U.S. deployment of approximately 500 soldiers in the area. The Mexican Ministry of Foreign Affairs and Navy stated that Mexico has deployed 159 naval personnel, 11 vehicles, and 2 drones.
07:19
At a Seoul roundtable on Wednesday, global industry executives stated that South Korea's proposed bank-led approach to won-backed stablecoins could give institutions with established payment networks little incentive to build alternatives. Anthony Koo, head of payments at a Singapore-based stablecoin issuer, noted that granting licenses to tier-one banks, as many regulators tend to do, offers less motivation to push infrastructure boundaries compared to fintechs.
07:01
Saylor posted on X that Bitcoin-based digital credit opens a new chapter in financial history, mentioning $STRC.
06:52
Connie Chan, the US Democrat endorsed by former House of Representatives Speaker Nancy Pelosi to succeed her in California’s 11th congressional district, called for a “full arms embargo on the Israeli government” during a televised debate on Thursday night. Chan stated that “on day one in Congress” she would vote to “end a genocide in Gaza and to end an apartheid state,” and would not support funding for Israel’s Iron Dome missile defence system. The race comes amid divisions in Congress over US support for Israel.
06:20
According to CryptoQuant data, as of October 3, Shiba Inu (SHIB) available supply across all supported exchanges has rebounded to 88.0769 trillion tokens, the highest level since June 3. Analysts believe this four-month high indicates potential increased selling pressure for SHIB.
05:01
Elon Musk retweeted his earlier statement, reaffirming that Tesla is being extremely careful with autonomous safety, just as it is with making Teslas the safest cars in the world for human driving.
03:30
Morgan Stanley estimated in a September 24 report that hedge funds' U.S. Treasury cash-futures basis trade positions, financed through borrowing, have decreased by 20% this year to approximately $1.2 trillion. The bank noted that despite the reduction in position size, it did not observe widespread signs of market stress related to this basis trade at the time. Federal Reserve researchers, in a study published in June this year, estimated the basis positions for September 2025 at $830 billion. This trading strategy aims to profit from small price discrepancies by buying U.S. Treasuries and selling futures, with most funds borrowed through repurchase agreements to amplify returns. However, this strategy faces risks such as short borrowing terms versus long trade unwinding periods, as well as potential liquidity pressure from rising financing costs or increased margin requirements.
03:10
Bloomberg Markets analysis indicates that Paramount's debt decline signals trouble ahead for borrowers, as corporate borrowing becomes increasingly difficult.

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