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10/13
00:31
UK Prime Minister Andy Burnham vows to renegotiate post-Brexit trade deal with EU.
UK Prime Minister Andy Burnham confirmed a bilateral summit will be held next month in Brussels, pledging to foster closer ties with the European Union. He stated that parts of the trade agreement reached with the EU after Brexit in 2016 would be renegotiated, emphasizing that the British public would be the "driving force" in reshaping this relationship. Burnham noted that the summit would focus on boosting economic growth, controlling illegal immigration, reducing bureaucratic barriers to UK food exports, emissions trading, and new youth exchange programs and deeper cooperation on migration. He believes these agreements are expected to reverse some of the "damage" suffered by the UK economy after Brexit.
00:25
DeepSeek leads seed round for Winverse AI, a startup founded by former Tencent AI scientists, valuing it at $400 million.
DeepSeek has agreed to lead a multi-million dollar seed funding round for Winverse AI, a startup founded by former Tencent AI scientist Hu Han, valuing the months-old company at approximately $400 million, Bloomberg reported. Meituan's Longzhu Capital and other institutions have also committed to investing. This will be one of DeepSeek's largest investments in an external startup to date, further expanding its presence in humanoid robotics and embodied AI. DeepSeek's latest funding round was close to 80 billion yuan, with some of the funds expected to be used for joint development with external startups.
00:25
Iran's Ambassador to UK Denies Role in Suspected Plot Targeting RAF Fairford Air Base
00:24
Eclair fixes Lightning Network vulnerability, preventing Bitcoin loss due to high fees.
ACINQ's Eclair Lightning Network node software has merged two fixes aimed at addressing a vulnerability where nodes could lose Bitcoin due to excessively high mining fees during channel funding and splicing. One fix limits peer nodes' fee bump requests when Eclair is funding, while the other checks transactions from a compromised Bitcoin backend (bitcoind) while Eclair retains the signing key. These fixes were merged into the project's main branch on October 2 and October 5, but as of October 12, the latest released version remains v0.14.3 from September. Bitcoin Optech highlighted these changes in its October 9 newsletter, stating they patch protection vulnerabilities in the dual funding and splicing process.
00:22
Palantir Europe head warns region is 'missing the boat' on AI
Palantir's Head of U.K. and Europe, Louis Mosley, warned that Europe is repeating the same mistake with artificial intelligence (AI) as it did with the internet, while the U.S. races ahead. Mosley attributed Europe's hesitation to corporate caution and an attitude of "wait and see." He also noted that Palantir faces intense political attacks in the region, partly due to its defense and law enforcement ties, including contracts with the Israel Defense Forces (IDF) and U.S. Immigration and Customs Enforcement (ICE) under the Trump administration.
00:20
AMD launches Helion Smart Agent AI Rack, supporting up to 32,000 CPU cores per rack, expected to be available in November 2026.
AMD announced on October 12 the launch of Helion, a dedicated rack-scale computing platform for agent AI. Designed based on Open Compute Project (OCP) specifications, the platform offers both CPU-only and CPU/GPU hybrid configurations. The CPU-only version features 6th Gen AMD EPYC processors, supporting up to 32,768 CPU cores per rack, targeting hyperscale data centers. The integrated version combines AMD EPYC CPUs and Instinct MI350P GPUs, aimed at enterprise customers. Helion is expected to be officially available in November 2026.
00:19
Marvell Launches 2nd Gen CXL Memory Expander, Single Controller Supports Up to 9TB DDR4 Memory
Marvell officially launched its second-generation Structera X 3406 and 3506 CXL memory expanders on October 12, according to Bloomberg. The company stated that these are the industry's first six-channel CXL 3.2 memory expanders, with a single controller supporting up to 9TB of DDR4 or 6TB of DDR5 memory, increasing the number of memory channels by 50% compared to the previous generation. The new products feature a built-in LZ4 compression engine, achieving compression and decompression throughput of up to 250GB/s, which can expand effective memory capacity by 2 to 3 times. Samples of both products are expected to be available to customers in the first quarter of 2027. This launch aims to address the growing memory bottleneck in AI inference workloads, with companies such as AMD, Arm, Alibaba, Samsung, and SK Hynix expressing support for the new products and related ecosystem collaboration.
00:18
Ethereum Liquidity on Binance Drops to Seven-Month Low
The Liquidity Shock Z-Score for Ethereum on Binance has fallen to approximately -1.00, its lowest reading in nearly seven months, according to CryptoQuant data. This decline indicates a change in liquidity conditions, with investors potentially moving ETH to private wallets for long-term holding.
00:09
Trump announced an "energy ceasefire" between Russia and Ukraine, but Russia did not confirm and attacked Ukrainian power plants.
U.S. President Donald Trump announced on social media on Sunday that Russia and Ukraine had reached an "energy ceasefire" agreement, effective "immediately." Ukrainian President Volodymyr Zelenskyy responded that Ukraine is willing to support an energy ceasefire if Russia also agrees, which could "be an important step towards ending the war." However, Russia has not yet confirmed the agreement, and Zelenskyy also stated that Russia "immediately" attacked a Ukrainian power plant in Kharkiv after Trump's post.
00:04
UK imposes new sanctions on Iran over RAF Fairford incident
The UK has imposed new sanctions on Iran, citing an incident at the RAF Fairford base in Gloucestershire, which is used by the US military. Andy Burnham stated that the events at the base were “almost certainly directed” by Iran's Islamic Revolutionary Guard Corps.
00:04
NEXTPredict hedges conference risk on prediction market Kalshi
NEXTPredict, organizers of a prediction markets conference, paid a $12,000 premium on Kalshi to hedge their upcoming event, securing $3 million in coverage if more than half of flights to New York's JFK airport are canceled on October 21. The trade, executed with Susquehanna as market maker, aims to protect against losses from travel disruptions, a risk that traditional event insurance often fails to cover unless the event itself is canceled.
10/12
23:56
Major US bank stocks have entered correction territory ahead of earnings season, as long-term borrowing costs climbed to multi-decade highs.
Major U.S. bank stocks have entered correction territory ahead of the earnings season, which begins on Tuesday, with the market closely watching executives' outlook on the U.S. consumer as long-term borrowing costs have risen to multi-decade highs.
23:52
Musk reposted NVIDIA's tweet, where NVIDIA contributed the Vera Rubin NVL72 design at the OCP Summit, supporting open AI factory standards through the third-generation MGX architecture.
NVIDIA contributed the Vera Rubin NVL72 rack and compute tray designs to the Open Compute Project (OCP) at the OCP Summit, aiming to support AI factories scaling from megawatt to gigawatt levels through the open third-generation NVIDIA MGX architecture. NVIDIA also announced advancements in open-source software, AI networking, pluggable optics, and facility design standards, all intended to provide a common foundation for next-generation AI factories.
23:47
THORChain's fees have rebounded over the past seven days, but remain 84% below their September peak.
THORChain's total fees for the past seven days have recovered to levels seen before the September surge, following a 91% drop between October 2nd and 8th. Despite the rebound, current fees are still 84% lower than their September peak.
23:43
Wall Street Revives Case for Scrapping US 20-Year Bond, as Treasuries Market Debates Its Future 25 Years After 30-Year Bond Was Ended
23:42
Kazakhstan's central bank plans to reduce its gold reserves by 3 percentage points to 75%, reallocating to U.S. dollar assets.
Kazakhstan's central bank plans to reduce the share of gold in its foreign exchange reserves by about 3 percentage points to around 75% by the end of the year, according to Bloomberg, citing Deputy Governor Aliya Moldabekova. The move aims to increase allocations to dollar-denominated assets, as rising U.S. government bond yields have boosted the interest returns on dollar assets, diminishing the relative appeal of non-interest-bearing gold. The reduction will be carried out through both options and physical gold, each accounting for half. Previously, the yield on the U.S. 10-year Treasury note rose to a 24-year high last week.
23:42
Prediction markets indicate 2026 inflation may have peaked but will remain "sticky."
According to CNBC, traders on the prediction market platform Kalshi believe that inflation may have peaked in 2026, but will not fall significantly in the short term. Traders expect core inflation (excluding food and energy prices) to stabilize at 2.4% in September, but see only a 6% chance of it falling below 2.2% this year. They also expect the September Consumer Price Index (CPI), to be released at 8:30 AM ET on Wednesday, to show a 3.6% year-over-year increase.
23:39
Al Jazeera analysis: Ukraine faces a dire winter amid energy crisis and US ambivalence
Al Jazeera analysis indicates Ukraine faces a severe winter, with its economy suffering extensive damage, Black Sea ports unable to handle wheat exports, and steel production halted. Kyiv is under continuous drone and missile attacks, prompting local authorities to call on residents to evacuate. The analysis highlights Washington's ambivalent stance, exemplified by a US-Russia deal for diesel exports, which saw the US Treasury issue sanctions waivers on Russian fuel. This agreement, negotiated by Presidents Trump and Putin, was announced weeks before US midterm elections, raising questions about US priorities and Europe's continued support for Ukraine.
23:34
Microsoft President Brad Smith calls for urgent AI regulation, stating the UK is best suited to lead global rules.
Microsoft President Brad Smith called for urgent AI regulation, stating that consumer products like milk and washing machines are subject to more regulation than AI companies. Smith described AI as both a "weapon and a tool," putting global cybersecurity at risk, and said it was "time" for global safety rules. He suggested that the UK, rather than the US or the EU, is best suited to lead the development of global AI safety rules because the UK's AI Safety Institute (AISI) has become a leader in AI safety testing. Smith also mentioned that despite warnings from former US President Donald Trump against "globalist" organizations interfering with American companies, and requests for Anthropic and OpenAI not to provide new models to UK testers, the AISI has confirmed it has access to and is testing the latest models. Smith believes the problem with voluntary self-regulation is that only "good companies" will comply, while "irresponsible companies" are the ones that need to be worried.
23:31
Buyer Reports Second Tampered Ledger Hardware Wallet From MediaMarkt, Calls for Recall
A buyer reported that a Ledger hardware wallet purchased from MediaMarkt was tampered with again, raising Ledger's supply chain security concerns after the CryptoBilis incident. The buyer has sent the second device to Ledger for analysis and named the distributor Aqipa. The Ledger support team still states that confirmed tampering cases involve CryptoBilis.
23:31
U.S. Representative Davidson: Sound Money and Real Assets Are Crucial for the Future of Western Civilization
U.S. Representative Warren Davidson stated that the U.S. is burdened with $40 trillion in debt, and the dollar's purchasing power has declined by approximately 30% since 2020. He believes that rising default risks and inflation are driving up interest rates, and those without real assets will lose purchasing power. Davidson warned that the future of Western civilization is closely linked to the future of currency, and sound money and real assets are crucial for securing the future of the U.S. economy.
23:29
Fundstrat's Tom Lee expects $2 trillion wealth transfer to fuel crypto demand
Tom Lee, co-founder of Fundstrat and chairman of ether treasury firm Bitmine, stated on Monday that an estimated $1.5 trillion to $2 trillion in wealth transfer from 2026-2028 will likely drive the next crypto bull market. He believes younger investors, with a higher risk appetite, will allocate more inherited wealth to digital assets, echoing similar sentiments from Robinhood CEO Vlad Tenev.
23:29
AI startup Blueprints AI claims its software can generate compliant architectural blueprints in minutes.
Blueprints AI, a Santa Monica-based startup, has developed software that generates code-compliant and permit-ready architectural blueprints from photos, PDFs, or sketches. The company will launch its second-generation software this week at TechCrunch Disrupt, which can create blueprints for all aspects of a building—architectural, structural, mechanical, electrical, plumbing, and interior design—from a description or sketch in a single pass.
23:24
Fitch's base case is that some form of durable deal to reopen the Strait of Hormuz will be achieved in 1Q27
23:22
French Tax Proposal Approved by Committee: Bitcoin to USDC and other MiCA e-money token swaps to be taxed before investor withdrawal
The French National Assembly's Finance Committee passed an amendment on October 7 proposing that swap transactions converting crypto assets like Bitcoin or Ethereum into e-money tokens (such as USDC) as defined by the EU's Markets in Crypto-Assets (MiCA) regulation be considered taxable dispositions, even if the investor has not yet cashed out. If approved, this provision would take effect on January 1, 2027, and would change the acquisition cost basis used to calculate gains.
23:17
TotalEnergies Pledges More Price Cuts in France
TotalEnergies SE will continue to reduce pump prices in France. Chief Executive Officer Patrick Pouyanne stated that the company will participate in a government-led release of strategic diesel reserves to further ease consumer costs during the current oil crisis.
23:16
Ark Invest's Lorenzo Valente Reaffirms Bitcoin's 5-Year Outlook
Ark Invest's Lorenzo Valente, Director of Research for Digital Assets, stated that the firm maintains its 5-year Bitcoin thesis despite a flat year. Valente discussed the firm's Big Ideas report, Bitcoin's role as digital gold and permissionless money, and factors influencing institutional adoption, including the impact of stablecoins and gold.
23:13
Harneys and dropRWA plan Bermuda tokenized catastrophe bond issuance next year, aiming to bridge disaster-insurance gap
23:09
Iran's Revolutionary Guard Corps states it has designated the "US-UAE" Strait of Hormuz oil shuttle system as a clear target.
Iran's security chief, Mohsen Rezaei, stated on Sunday evening that the oil shuttle system in the Strait of Hormuz, operated by Arab countries with US assistance, is now a clear target for Tehran. The system is designed to help Gulf states export oil if most shipping in the strait is shut down following a US and Israeli attack on Iran.

Rezaei claimed that US Central Command, with the assistance of the UAE military, is using small vessels to transfer oil to large tankers, and said that Iran has been striking five to six participating vessels every night for weeks. He warned of a severe response if Iran's energy and civilian infrastructure is attacked again, threatening to strike UAE and US-related cables, data centers, and AI facilities around the Strait of Hormuz. Windward data shows that at least 15 vessels have been struck as of October. According to its third-quarter statistics, 87% of the 45 vessels struck by Iran were oil tankers, approximately 47% belonged to the national fleets of Gulf Arab energy companies, and 93% of the attacks occurred in the Strait of Hormuz.

These attacks have led to a significant increase in shipping costs. Windward data shows that in the last week of September, 31 vessels passed through the Strait of Hormuz daily, far below the pre-war figure of 138.
23:08
NVIDIA Unveils Vera Rubin Architecture Design at OCP Global Summit to Power Global AI Factory Expansion
NVIDIA announced at the OCP Global Summit that it has contributed the Vera Rubin rack and compute tray designs through the open MGX architecture, creating a common foundation for next-generation AI infrastructure. This move aims to accelerate the deployment of AI factories, improve energy efficiency, and drive performance per watt. Concurrently, NVIDIA also released AI factory design standards and grid resilience standards with hyperscale data center operators, introduced new open-source software components for the DSX AI factory platform, and made progress in AI networking and interconnects with partners such as Meta, Cisco, and Google.

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