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10/6
20:19
Saylor retweeted a Hurdle Rate podcast tweet, which mentioned Strive increasing its Bitcoin holdings by 2,000 BTC, achieving a total return of 99% in Q3. The podcast also discussed the new $500 million SATA repurchase facility and topics such as driving 60% amplification.
20:13
Saylor: Since adopting the Bitcoin standard in 2020, MicroStrategy (MSTR) and Bitcoin (BTC) have delivered annualized returns of 52% and 38% respectively, outperforming benchmarks in stocks, gold, real estate, and bonds. He stated that the future of capital is digital.
20:12
The ransomware group BYOD last week leaked data from 3,615 Trump Mobile customers, including close associates of Donald Trump. According to Straight Arrow News yesterday, the leaked data includes names, email addresses, phone numbers, home addresses, and order details. Personal information of Eric Brunnett, Vice President of The Trump Organization, Nicholas Hayes, Assistant General Counsel, long-time advisor Jason Miller, and pro-Trump influencer Bo Loudon were all included. International Cyber Digest (ICD) noted that Trump Mobile allegedly did not enable multi-factor authentication and lacked a security team to handle the incident.
20:11
The World Bank stated that despite multiple headwinds, economic growth in Sub-Saharan Africa will slightly accelerate this year.
20:11
Energy Transfer LP has agreed to acquire Vaquero Midstream LLC for approximately $2.63 billion in cash and stock. The deal aims to expand Energy Transfer's natural gas pipeline infrastructure in Texas.
20:11
Crypto exchange operator OKX has raised new funding at a $25 billion valuation, drawing fresh capital from existing partners StanChart, Circle, and the hedge fund Qube Research & Technologies, Bloomberg reported.
20:10
Kremlin spokesperson Dmitry Peskov said Tuesday that the preliminary decision by Lithuanian lawmakers and potential NATO base deployment "cannot be perceived as anything other than a step toward escalating tensions," according to Russian state news agency Tass. Peskov added that Moscow will be forced to take all necessary measures to guarantee its own security.
20:10
The country's parliament voted in favor of advancing the change, which is the first of two ballots required. The second ballot is scheduled for Jan. 12 next year. Lithuania, a NATO and EU member, seeks to strengthen its security amid growing concerns over Russia.
20:07
Emerging-market stocks and currencies rose Tuesday as Treasury yields and oil prices eased. Brazilian assets remained in favor following a conservative sweep in the first round of the presidential election.
20:03
UBS analysis points out that the recent touch of 5.34% by the 10-year U.S. Treasury yield has drawn comparisons to 1999 (near 5.8%), but significant differences exist between the two periods. UBS believes that while the current AI infrastructure boom shares similarities with telecom spending back then, unlike the budget surplus in 1999, the current U.S. budget deficit exceeds 6% of GDP. This necessitates the market to absorb more long-term debt, which could keep U.S. Treasury yields elevated even after the Federal Reserve pauses rate hikes.
20:02
Ethereum co-founder Vitalik Buterin stated at the OKX NOW event in Singapore today that over the next two years, Ethereum transaction costs are expected to fall further, privacy capabilities will improve, and the integration of AI with on-chain applications will accelerate. He believes future on-chain interactions may increasingly be handled by bots, with AI directly interpreting on-chain offers and filtering transactions on users’ behalf, making traditional applications less prominent.
20:01
Analysts point out that as China's AI race accelerates, the market is facing a "model fatigue" challenge. On September 22, Xiaomi released its MiMo-V2.6 model, Anthropic launched Opus 5.5, and OpenAI unexpectedly released the GPT-6 Sol and Luna models. Companies such as Z.ai, DeepSeek, Tencent, Alibaba, and Moonshot AI have also successively introduced major updates, making it difficult for new AI models to stand out due to frequent upgrades, falling prices, and fierce competition.
19:57
Al Jazeera analysis indicates that since October 7, 2023, Israel's operations in Gaza have resulted in the deaths of approximately 250 journalists, exceeding the total number of journalists killed in all wars over the past 150 years. The Committee to Protect Journalists (CPJ) has called this "the deadliest, most deliberate killing and suppression of journalists" in its records. The article criticizes Western media for failing to support vulnerable journalists in Gaza in their reporting, instead amplifying Israeli narratives, such as using passive voice when reporting Palestinian deaths and exaggerating claims that "Hamas uses civilians as human shields."
19:57
Donald Trump's investment portfolio purchased up to $1 million worth of PTC stock on July 20, 77 days prior to Schneider Electric's agreement on Monday to acquire the software company for $22.6 billion. The all-cash offer of $205 per share represents a 42% premium to Friday's closing price and is 64% higher than the stock price when Trump's portfolio acquired the shares. The investment was disclosed in a US Department of Government Ethics filing.
19:55
The Bank of Japan (BOJ) may signal this month that underlying inflation has broadly reached its 2% target, according to sources cited by Reuters. This would significantly strengthen market pricing for a December rate hike, with overnight index swaps already pushing the probability to 80%. The sources emphasized that while the data is sufficient to support the central bank's public confirmation of "achieving the target," it is not enough to persuade most committee members to implement consecutive rate hikes this month. Government representatives have also uncharacteristically pressured the central bank to carefully assess the cumulative effects of previous rate hikes.
19:50
SpaceX shares jumped 8% to $171 on Monday, marking a nearly 50% increase from its lows and reclaiming its IPO price. However, the options market indicates a key difference from its previous rally, with implied volatility at 55%, down from over 110% during its June debut. Options pricing suggests traders assign less than a 50% chance for the stock to reach $225 by July, despite Morgan Stanley analyst Adam Jonas reiterating a $300 price target. Monday's options volume was twice the 30-day average, with 1.7 million contracts worth $900 million traded, including 1 million call options valued at over $640 million. Market-makers also assign equal or higher implied volatilities to puts, suggesting downside swings are as likely as upside surges.
19:45
France's historic drought has left drinking-water supplies under strain for roughly 1 million people, with more than 83,000 relying on emergency measures including bottled water and tanker deliveries. Extreme dryness has already forced record nuclear-power curtailments and reduced crop yields, and water stress could now persist into 2027.
19:33
Wealth manager Kurt S. Altrichter points out that the MOVE index, which measures U.S. Treasury yield volatility, has been on a sustained rise, jumping 46% in June and currently hovering around 116, near its March high and the highest level since April 2025. The index previously signaled market turbulence ahead of the VIX index in 2022, 2023, and at the start of the Iran War. Analysts believe that rising Treasury volatility could lead to global financial tightening, push up risk premiums, and trigger widespread risk-off sentiment, but the volatility of Bitcoin and U.S. stocks currently remains near their annual lows.
19:32
Shiba Inu's burn rate saw a significant increase of 6847.52% in the last 24 hours, with over 297 million SHIB tokens permanently removed from circulation. This surge was primarily due to a single burn transaction of 297,572,672 SHIB, alongside smaller burns from Uniswap, Coinbase, and Robinhood. In the last seven days, a total of 394.28 million SHIB was burned, increasing the weekly burn rate by 1,821.15%.
19:27
The CEO of Vitol, the world's largest independent oil trader, stated that oil inventories in Western countries have been depleted, warning that fuel markets are likely to remain tight going into winter.
19:25
The S&P 500 index is approaching its all-time closing high, a rally primarily fueled by the outsized gains of Nvidia, Apple, and Microsoft. These three tech giants have grown so large that their strength alone can pull the entire index higher, even as the broader market experiences weakness. Since mid-August, only two of the S&P 500's 11 sectors—technology and energy—have gained ground. The real estate sector has been the worst performer, pressured by surging interest rates.

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