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10/5
19:57
South Africa’s Sasol Ltd. is the top-performing emerging-market stock outside Asia this year, benefiting from the oil price rally, with many analysts betting its bull run has further to go.
19:56
Freda Duan, a partner at top-tier dollar fund Altimeter Capital, recently noted that "bottleneck trades" are forming in the AI Drug Discovery (AIDD) sector, with a structure highly similar to the previous chain-like market trend in semiconductors, which extended from GPUs to HBM, networking, and power. Frontier AI labs (such as Anthropic, OpenAI, ByteDance's Anew Labs, and Isomorphic Labs) are collectively entering the field, accelerating the paradigm shift in AI drug discovery. On the supply chain side, U.S. DNA synthesizer Twist Bioscience (TWST) expects its AI drug discovery orders to achieve triple-digit percentage growth in both fiscal years 2026 and 2027. GenScript's AI drug discovery business doubled year-over-year in the first half of fiscal year 2026, with its actual validated capacity reaching approximately 8,000 designs per day, and is expected to increase to 16,000 by the end of 2026.
19:45
Bitcoin rose 2.07% on Sunday to $86,500, bringing its gain over the past month to 8.57%. Ethereum is currently trading at $2,720, up 11.05% over the past 30 days. Nearly all of the top ten cryptocurrencies by ranking advanced, with altcoins Pump.fun and LayerZero posting gains of 26.2% and 19.8%, respectively. Spot Bitcoin ETFs saw inflows of $31.7 million on Sunday and $102.7 million on Thursday, bringing total inflows this month to $134.4 million. According to Decrypt's analysis, the U.S. Securities and Exchange Commission (SEC) stated eight days ago that token buybacks would not make them securities, lowering the bar for investors to buy into revenue-generating protocols. The analysis also suggested that this rally is more likely driven by crypto-native funds rather than traditional institutional investors.
19:41
The world's approximately 100 tech billionaires collectively added a record $845 billion to their wealth through September 2026, reaching a combined $4.6 trillion. This surge was primarily driven by the AI boom and the strong performance of U.S. technology stocks. In contrast, billionaires outside the tech sector saw their wealth decrease by $62 billion. Elon Musk alone accounted for $310 billion of this increase, representing roughly 40% of the overall rise in the Bloomberg Billionaires Index.
19:39
Bundesbank President Joachim Nagel criticized Germany’s slow pace of rebuilding natural gas inventories, warning it could add to inflation risks this winter. German storage sites are only around 59% full, the lowest seasonal level in records dating to 2009 and well below the EU average of 72%. Nagel warned that “upward risks dominate” the euro-area inflation outlook, with gas prices particularly vulnerable.
19:37
Saylor reposted AlexesNakamoto's tweet "Let the ₿ros cook. 👨‍🍳", a phrase often interpreted in the crypto community as supporting Bitcoin builders or advocates to continue their work and strategies.
19:35
Samson Mow, a Bitcoin maximalist and head of JAN3, has publicly questioned the sustainability of Zcash's current parabolic surge. He believes that Zcash's market valuation is artificially inflated, and the market will inevitably revert to the mean, with insufficient speculative capital to maintain Zcash's position in the top ten by market capitalization. Mow pointed out that Zcash has risen over 1,000% this year, and its privacy coin market cap is overvalued. These comments come as Zcash developers activate the NU7 upgrade on the testnet, aiming to triple block generation speed.
19:30
Saylor reposted an update from Metaplanet CEO Simon Gerovich, stating that Metaplanet aims to become Asia's leading Bitcoin financial company and eventually one of the world's leading Bitcoin financial institutions.
19:29
AI "Godfather" Geoffrey Hinton and 21 other top AI scholars have jointly published the first paper on Recursive Self-Improvement (RSI), warning that AI's full takeover of R&D could trigger an "intelligence explosion." The paper states that once a critical point is crossed, AI advancements that take a year today could, in extreme cases, take only about five weeks in the future. Data from Anthropic shows that the proportion of AI-driven AI R&D work has increased from 1% in March 2026 to 26% in August. The paper also warns that the growth in capabilities brought about by AI R&D automation could far outpace society's ability to adapt, threatening to erode human control over AI systems and potentially disrupting the balance of power between nations, corporations, and government agencies. It calls on policymakers to immediately establish regulatory frameworks.
19:25
Morgan Stanley reiterated an "Overweight" rating on SpaceX with a $300 price target, believing the stock is currently undervalued given its growth prospects. Analyst Adam Jonas noted that, on a growth-adjusted basis, SpaceX trades at roughly a 40% discount to large AI peers. Potential catalysts include upcoming Starship flights, Q3 earnings, the Grok launch, and new neocloud deals, with a successful Starship capture potentially being the biggest catalyst.
19:24
Two Greek servicemen are among nine suspects accused of operating a cryptocurrency pyramid scheme that defrauded approximately 10,000 investors of about $8 million, according to Decrypt. Police have arrested 17 individuals in connection with the alleged organization, which reportedly used an "Association of Artificial Intelligence Friends" as a recruiting vehicle. The suspects were due to give statements to an investigating magistrate on Monday.
19:16
The world risks becoming too reliant on US liquefied natural gas, with around a third of global exports coming from the country last month.
19:14
Shiba Inu's trading volume skyrocketed to over $95.89 million in the past 24 hours, marking a 171.8% increase, following its launch on the Solana blockchain on October 4. This surge in activity has also fueled a 4.36% price increase for SHIB, which is now trading around $0.000005959.
19:09
Adrian Cheng Chi-kong, former heir apparent to Hong Kong’s New World Development (NWD), is expanding his K11 cultural retail business in mainland China. His K11 by AC Group, in partnership with state-owned Xiamen Rail Transit Group, launched Xiamen K11 Select on September 22. The project has since attracted over 2 million visits, with sales rising 32% week on week, according to a statement on Monday.
19:09
Airlines are trimming capacity and raising airfare to cope with surging jet fuel prices, driven by the Iran war and Strait of Hormuz disruptions, while travel demand remains resilient. The latest U.S. inflation data showed airfare rose 23.4% in August year-over-year, with Thanksgiving and Christmas fares up 31% and 23% respectively. However, Wall Street analysts have cut profit estimates for U.S. carriers, with American Airlines expecting a Q3 loss, as fuel costs continue to squeeze margins.
19:09
Microsoft CEO Satya Nadella, after transforming Microsoft into a cloud computing giant, is now striving to make it a dominant force in the AI era. Despite Microsoft's early investment in OpenAI, its Copilot technology has yet to achieve widespread adoption, and proprietary AI models remain niche. Wall Street holds a "lukewarm" attitude towards the company's AI strategy, with its stock price up 7% this year, underperforming other tech giants and the Nasdaq index. Nadella acknowledged the need to adjust business models to adapt to AI-driven consumption-based pricing and noted that GitHub Copilot users have reached 50 million, with sales growing by 60%. Microsoft will host a Windows and Surface event in San Francisco on Wednesday to discuss how local AI will shape the future of PCs.
19:04
Dogecoin (DOGE) has formed its first "golden cross" on the daily chart in 14 months, with its price rising 3.88% to $0.0962. This technical signal, where the 50-day moving average crosses above the 200-day moving average, is the first since August 2025 and accompanies Dogecoin's rebound from a mid-August 2026 low of $0.06. Recently, projects such as DogeOS and DogecoinVM have also been launched, aiming to expand Dogecoin's application scenarios.
19:03
Libyan teachers have escalated their protests into an open-ended strike at public schools, demanding higher and unified wages, health insurance, and improved school conditions. The school year has been on hold since September 13. Other unions have threatened to join the strike unless the government addresses the cost of living crisis. Prime Minister Abdul Hamid Dbeibah met with cabinet members to discuss a proposal for a unified pay system, acknowledging the teachers' demands as legitimate but noting that legislative approval would be challenging due to Libya's political instability.
19:00
Japanese Bitcoin treasury company Metaplanet (3350) net acquired 1,000 Bitcoins in the third quarter, bringing its total holdings to 44,000 Bitcoins (approximately $3.8 billion) as of September 30. This acquisition followed the company's sale of 10,000 Bitcoins and subsequent repurchase of 11,000 Bitcoins, aimed at demonstrating its liquidity and enhancing its credit profile. Metaplanet also launched a net interest income strategy, planning to invest 10% to 15% of its total assets in preferred securities issued by Bitcoin treasury companies, with the goal of achieving returns higher than its funding costs. The company's option-based Bitcoin income generation business reported third-quarter revenue of $5.4 million, a 51% decrease quarter-over-quarter. Metaplanet's stock closed up 2% on Monday at JPY 297 ($1.88).
18:59
Citi has added four healthcare stocks—Sight Sciences (SGHT), Zimmer Biomet (ZBH), Edwards Lifesciences (EW), and Boston Scientific (BSX)—to its 90-day upside catalyst watch list, indicating that Citi anticipates potential positive catalysts for these stocks within the next three months.
18:55
Musk reposted a tweet from @cb_doge stating that SpaceX currently holds the top five fastest docking times for U.S. International Space Station launches. The Crew-13 mission ranks first with a time of 7 hours and 55 minutes (October 1, 2026), followed by CRS-31 (12 hours and 23 minutes), Crew-11 (14 hours and 43 minutes), Ax-2 (15 hours and 35 minutes), and Crew-4 (15 hours and 44 minutes). All five missions were carried out by the Dragon spacecraft.
18:53
Advanced Micro Devices Inc. (AMD) CEO Lisa Su will visit South Korea this week to meet semiconductor industry executives and government officials, the company announced on Monday. This marks Su's second trip to South Korea in seven months. She is also scheduled to attend AMD Gamer Day 2026 in central Seoul on Wednesday.
18:53
Veteran trader Peter Brandt posted that XRP's recent price structure might be forming a "cup and handle" bullish continuation pattern, emphasizing that $1.6572 is a key resistance level. XRP is currently trading around $1.52, having rebounded significantly from its August low near $1.00. A decisive breakthrough of $1.6572 would strengthen this bullish interpretation and could bring the August high of $1.70, or even the psychological threshold of $2.00, back into focus. If it fails to break through, XRP may continue to consolidate within its current range.
18:53
Metaplanet has updated its capital allocation strategy, aiming to hold approximately 85%–90% of its total assets in Bitcoin. The remaining 10%–15% will be allocated to strategic investments, including M&A, income-generating securities, and asset-management strategies. As of September 30, the company held 44,000 BTC. Additionally, Metaplanet stated that Bitcoin-related borrowings will generally be kept below about 10% of its Bitcoin net asset value (NAV), and common-stock issuance will be used selectively when market NAV is above 1.0x. The company also introduced a Net Interest Income Strategy to generate recurring cash flow to support further Bitcoin accumulation.
18:49
Senior executives from Anthropic, OpenAI, Google, and Meta are scheduled to testify under oath at a New York City Council hearing on Monday at 11 AM ET to discuss the potential dangers of artificial intelligence. This hearing is a rare "full committee" meeting, with all 51 council members expected to attend. City Council Speaker Julie Menin stated that these companies will be asked to explain the threats posed by AI and offer opinions on potential legislative solutions. This comes after top AI labs like OpenAI and Anthropic have faced increasing scrutiny over their safety and security practices, with researchers warning that these companies are racing to build models that could cause catastrophic harm. According to Menin's office on Monday, Anthropic will send Logan Graham, its Head of Frontier Red Teaming, to testify, while OpenAI will be represented by Morgan Dwyer, Head of Policy Development and Operations. Alice Friend, Google's Director of AI and Emerging Technology Policy, and Shane Cahill, Meta's Director of AI Legislative Policy, will also be present. Menin said that Anthropic, OpenAI, and Google only agreed to attend after the City Council threatened to issue subpoenas. The City Council last week issued a subpoena to SpaceX CEO Elon Musk, demanding that he or another representative from SpaceX AI testify.
18:49
The U.S. Dollar Index (DXY) reached 102.5 on Monday, its highest level in nearly 18 months. This strength is underpinned by the Federal Reserve's September rate hike and further tightening expectations, alongside euro weakness. The euro has fallen to a 17-month low of 1.12 against the dollar, driven by fiscal concerns in France and political uncertainty in Spain. Despite these headwinds, Bitcoin continues to hold firm around $86,000.

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