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Micron Technology (Nasdaq: MU) $MUB reported better-than-expected quarterly results on Wednesday and issued strong guidance as the memory maker continues to benefit from soaring AI-infrastructure demand, according to CNBC, Bloomberg and the Wall Street Journal. For the fiscal fourth quarter ended Sept. 3, adjusted earnings were $33.42 a share, topping the $31.61 LSEG consensus, while revenue nearly quadrupled from a year earlier to $54.23 billion, versus about $51.07 billion expected. Net income climbed to $37.7 billion, or $32.87 a share, from $3.2 billion, or $2.83, a year ago. For the current first quarter, Micron guided to revenue of about $61.5 billion and adjusted EPS of about $38.15, well above analyst estimates. The stock, up more than 500% over the past year, was the best performer in the Philadelphia Stock Exchange Semiconductor Index this year through Wednesday's close, gaining 273%, with a market cap topping $1.2 trillion.
The results reflect a worldwide supply crunch driven by historic demand for AI memory, which has lifted prices and raised costs for consumer electronics like Apple's iPads and MacBooks. Micron, the only US-based maker of high-bandwidth memory (HBM), saw fourth-quarter DRAM revenue jump 343% from a year earlier to $39.8 billion, or 73% of total sales. Chief Executive Officer Sanjay Mehrotra said the company has a "strong roadmap for future HBM products" and is working with Nvidia on the industry's "first custom HBM implementation." He struck a notably confident tone on the memory cycle: "Industry demand has strengthened since our last earnings call, and we expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." Gabelli Funds' Hendi Susanto called it "another strong beat and raise," adding he had "not heard any negative data points pointing to the memory cycle reversing toward a decline anytime soon."
Micron warned margins would tighten slightly this quarter, partly on higher worker pay. Adjusted gross margin was 87% last quarter and is seen narrowing to 86.3% in the current period. "We made the decision to increase incentive compensation," Chief Financial Officer Mark Murphy said. "Incentive comp is the big driver to that gross margin outlook." President and Chief Operating Officer Manish Bhatia said manufacturing pay increases, booked through inventory, would make this quarter the low point for margins. S&P Global's Melissa Otto said investors "will likely want to understand the impact of pricing on gross margin and the durability of earnings." Micron is investing $250 billion to build two new HBM campuses — the largest broke ground in Clay, New York, in January, with a Boise, Idaho fab due online next year — and guided to about $25 billion in first-half capital spending, including roughly $11.5 billion this quarter. It has signed 26 long-term supply agreements, up from 16 in June, totaling $32 billion and representing more than 35% of expected revenue through 2030, some extending into 2031. Mehrotra attended an AI-regulation summit hosted by President Donald Trump on Tuesday, days after a White House dinner with Chinese President Xi Jinping; separately, hundreds of Micron staff threatened to strike at its Taiwan factories over pay, after similar strikes at rivals SK Hynix and Samsung yielded bonuses upwards of $500,000.

US initial jobless claims totalled 197,000 for the week ending September 26, below the 200,000 expected and the prior week's revised 198,000.The figure is the third labour market data point this week, following ADP private payrolls at 90,000 and ahead of Friday's official non-farm payrolls report.Claims Below 200,000 Describe a Tight Labour MarketThe level matters more than the weekly change.Initial claims measure people filing for unemployment benefits for the first time, so they track firings rather than hiring. A reading under 200,000 is historically low and indicates employers are holding onto staff.The 1,000 decline from the prior week is noise within a volatile weekly series. Claims regularly move several thousand on seasonal factors and single-state events.What the data establishes is that the labour market is not deteriorating through layoffs. It says nothing about whether hiring is accelerating, which is what payrolls measures.The Week's Labour Data Points One WayThree releases now sit together.ADP reported private payrolls rising 90,000 in September, above the 70,000 expected and more than double August's 36,000. Chief economist Nela Richardson described wage growth as robust after three months of slowdown.The Chicago PMI jumped to 58.8 from 47.1, well above forecasts of 51.2 — a possible preview of national ISM figures.Claims at 197,000 complete a set that reads as firm rather than weakening.That Argues Against the Rate ReliefThe combination complicates Wednesday's inflation-driven repricing.August PCE came in softer than forecast across all four measures, with headline at 3.4% year over year against 3.7% expected and core at 3% against 3.3%. CME FedWatch showed October hike odds falling to 47.1% from 70% about 48 hours earlier.But the bond market reversed within hours. The 10-year closed at 5.276% after falling as low as 5.20%, having touched 5.30% — its highest since 2002. The dollar index has since climbed to 101.81, a 16-month high.A labour market holding firm while inflation sits above 3% is not a configuration that supports cutting. It is the one that kept the Fed hiking.Friday Resolves the DisagreementNon-farm payrolls arrive with prediction markets and bank economists split by a wide margin.Kalshi prices nearly 60% odds of a figure above 90,000 and about 50% of topping 100,000. Goldman Sachs forecasts 80,000 with unemployment holding at 4.1%. Bank of America expects 60,000, of which 50,000 from the private sector.This week's data tilts toward the higher end of that range. Claims and ADP both came in firm, and neither supports Bank of America's figure.The relationship is loose rather than determinative. ADP covers private payrolls only and uses a different methodology from the Bureau of Labor Statistics, while claims measure a different thing entirely.What It Means for CryptoBitcoin traded around $83,500 after reaching $85,500 on the PCE print and giving the move back.Bitfinex analysts identify real yields as the main pressure, with the 10-year inflation-adjusted yield climbing to 2.83% from 2.68% in the week to September 25.A strong payrolls print would push yields and the dollar higher, compounding that. A weak one would support the rate relief the inflation data suggested but the bond market rejected.Bitcoin closed the third quarter 42.71% higher, its best third quarter since 2017, with US spot ETFs drawing $6.34 billion over the period.

Bitcoin rose 0.4% to just above $83,700 in Thursday's Asian morning, having reached $85,500 on Wednesday after a softer-than-expected US inflation report.The gains drained away as Treasury yields stayed near their highest levels since 2002.HYPE led the majors, up 3% to about $89, and Dogecoin gained nearly 2% to just under 10 cents. Ether, BNB, Tron and Zcash each added less than 1%, XRP was flat at $1.50, and Solana slipped nearly 1% to just under $119.The Inflation Print Did Its Job. The Bond Market Did Not Respond.August PCE showed prices up 3.4% from a year earlier and 3.0% excluding food and energy."That has reduced the odds of another Federal Reserve rate increase in October and made December look like the more likely next move," said Dan Khus, chief analyst at LVRG Research."Crypto markets took that as a relief signal, and bitcoin jumped back above $85,000 as bond yields slipped and investors became more willing to buy risk assets again."The yield relief did not last. The 10-year traded around 5.28%, close to Wednesday's peak, and the 30-year steadied at 5.62% after reaching its highest since 2002 during New York trading.Oil declining helped pause the bond selloff, and the dollar strengthened.This Is the Scenario 10x Research DescribedThe session is a direct test of a distinction Markus Thielen drew on Tuesday."When yields rise because the Fed is tightening, bitcoin suffers. When yields rise on fiscal and term-premium concerns, the picture flips," the 10x Research founder said, forecasting the 10-year reaching 6%.Wednesday removed part of the tightening argument. October hike odds had already fallen from about 71% to 50% after New York Fed President John Williams downplayed the urgency of raising rates, and a cooler PCE print pushed the expected next move to December.Long yields did not fall with it. That is the fiscal and term-premium component Thielen identified, and it is the part a softer inflation reading does not address. Thielen's argument rests on yields sitting below both nominal GDP growth of 6.56% and federal debt growth of roughly 8.5% annually since 2020.The Gap Between Headline and Core MattersHeadline PCE at 3.4% against core at 3.0% means food and energy added 40 basis points rather than subtracting.That is the opposite of the usual pattern when energy prices fall, and it reflects the oil move that ran through August and September. Brent rose about 14% in September before retreating to $96.43.If energy continues easing, headline converges toward core. If it reverses again, the headline figure the Fed watches alongside core moves the wrong way regardless of what underlying prices do.Micron Lifted AsiaTechnology carried the risk mood into the Asian session.Nasdaq 100 futures climbed 0.8% and S&P 500 futures rose 0.4%. Japan's Nikkei jumped 2.7% and South Korea's Kospi rose 1.2% after Micron Technology's upbeat forecast lifted chip stocks.Micron guided first quarter revenue to $60-63 billion against $56.77 billion expected, alongside a fourth quarter beat on revenue, EPS and cloud memory.The Kospi move is the notable one. It had fallen 19.3% across the third quarter, its steepest since the first quarter of 2020, with Samsung Electronics and SK Hynix down more than 5% on Monday alone. Micron's guidance applies to the DRAM market all three compete in.Alphabet gained 1.5% in extended trading as Google began rolling out Gemini 4 Argon, its new flagship AI model.What Would Give the Next Rally RoomA soft inflation print on its own was not enough to hold Bitcoin above $85,000 with the 10-year near 5.3%.A sustained drop in that yield is the move that would change it.The rally also lacks confirmation from flow data. CryptoQuant estimated Bitcoin's spot demand shrank by about 170,000 BTC over the 30 days to Tuesday, deteriorating from −145,000 BTC on September 11 while price rose. Futures open interest fell to 625,000 BTC on Wednesday, the lowest since January 1.Bitcoin remains roughly 12% above the $74,887 low struck on September 15 and 4% below its September 21 high of $87,300.Friday's non-farm payrolls report is the next release, with Kalshi pricing nearly 60% odds of a figure above 90,000 against Goldman Sachs at 80,000 and Bank of America at 60,000. ADP reported private payrolls rising 90,000 on Wednesday.

According to the announcement from Binance, the platform will continue its airdrop campaign for eligible users holding World Liberty Financial USD (USD1) starting from 2026-10-02 00:00 (UTC). The campaign will distribute rewards from a total pool of 150 million World Liberty Financial (WLFI) tokens and up to 2.5 million USD1 tokens. Rewards will be paid as weekly airdrops to USD1 holders every Friday, with Stage 1 running from 2026-10-02 00:00 (UTC) to 2026-10-16 00:00 (UTC) and Stage 2 running from 2026-10-16 00:00 (UTC) to 2026-10-30 00:00 (UTC). Stage 1 will allocate 75 million WLFI tokens, while Stage 2 will allocate 75 million WLFI tokens and up to 2.5 million USD1 tokens. Binance said it will update the Stage 2 campaign terms on or before 2026-10-16. The announcement also said rewards will begin accruing from 2026-10-02 00:00 (UTC) and will be distributed by 18:00 (UTC) every Friday in WLFI tokens. Eligible balances may be held in Spot, Funding, Margin, or USDⓈ-M Futures accounts, and users with USD1 in Binance Futures or Margin accounts may receive a 1.2x bonus multiplier if their Daily Open Interest on USD1 Futures pair(s) remains at a minimum of 300 USD1. Binance said the campaign uses hourly snapshots to determine qualifying balances and Daily Open Interest, with rewards calculated from the lowest captured balance each day.
Binance said the campaign will calculate rewards based on users’ qualifying USD1 balances, with balances treated as net assets after liabilities. USD1 acquired through borrowing other stablecoins will receive a 70% haircut after accounting for liabilities in Margin Accounts from other stablecoins, including USDT, USDC, U, RLUSD, and FDUSD. Rewards will be airdropped directly to eligible users’ Binance Spot Accounts, and sub-account rewards will be distributed to the Spot Account of the corresponding sub-account. The exchange said there is no individual cap on rewards, and users’ payouts will depend on their qualifying balance relative to the total qualifying balance of all eligible users and other factors. Binance also said users must complete account verification and be from an eligible jurisdiction to participate, while broker accounts are not eligible. The announcement listed several excluded countries and regions, including the United States of America and its territories, and said the list may change due to legal, regulatory, or other considerations. Binance added that users may be disqualified for dishonest behavior, tampering with program code, or other interference, and said it reserves the right to amend, suspend, extend, terminate, or cancel the campaign at its discretion.

Citigroup raised its 12-month Bitcoin target price from $82,000 to $113,000, a 38% increase, and its Ethereum target from $2,240 to $3,028, up 35%.The bank expects cryptocurrency inflows to reach $5 billion over the next 12 months, with inflows recovering at a slower but steadier pace.The Flow Forecast Is Lower Than Last Quarter AloneUS spot Bitcoin ETFs drew about $6.34 billion in net inflows in the third quarter, per SoSoValue. Ether funds added $3.05 billion.Citi's $5 billion covers twelve months.That implies either a definition narrower than ETF flows — possibly net new capital across the asset class rather than fund subscriptions — or an expectation that the pace slows substantially from here.The second reading has support. September ETF inflows of $2.65 billion were down about 25% from August's $3.52 billion, and Bitcoin funds recorded roughly $149 million of outflows on Wednesday, snapping a nine-day streak.Either way, the bank is forecasting a 38% price gain alongside modest flows, which means the target does not rest on demand volume. The Upgrade Follows the Move Rather Than Anticipating ItThe previous Bitcoin target of $82,000 sat below where the asset currently trades at roughly $83,500.Bitcoin gained 42.71% in the third quarter, its best third-quarter performance since 2017, and reached $87,300 on September 21.Raising a target after a 43% quarter is standard practice rather than a criticism, but it does mean the revision reflects what has happened more than a new view on what will.The $113,000 target sits about 35% above the current price and roughly 10% below the record above $126,000 reached in October last year.Ethereum Carries the Smaller Implied GainAt $3,028 against roughly $2,690, Citi's Ethereum target implies about 13% upside.Bitcoin's implies 35%.That ordering runs against the quarter just completed, when ether gained about 71% to Bitcoin's 42.71% — its best quarter since the first quarter of 2021.A bank forecasting Bitcoin to outperform ether over the next twelve months is taking the opposite side of the rotation currently underway. CoinMarketCap's altcoin season index has held above 60 for five consecutive days at 61/100, a level not reached in more than three months.The Macro Case Cuts Both WaysCiti's targets land against a bond market that has been the main constraint on crypto prices.The 10-year Treasury yield reached 5.30% on Wednesday, its highest since 2002, and the 30-year touched 5.65%. Both reversed earlier declines that followed softer August PCE data showing headline inflation at 3.4% and core at 3%.Bitfinex analysts identify real yields as the specific pressure, with the 10-year inflation-adjusted yield climbing to 2.83% from 2.68% in the week to September 25.10x Research's Markus Thielen offers the counter-argument, forecasting the 10-year reaching 6% while noting the driver matters more than the level: "When yields rise because the Fed is tightening, bitcoin suffers. When yields rise on fiscal and term-premium concerns, the picture flips."A 38% Bitcoin gain over twelve months is consistent with the second scenario and difficult under the first.The Supply Picture Supports a Thin-Flow ThesisOne reading makes Citi's low flow forecast compatible with its price target.Glassnode's HODL Waves data shows long-term holders — coins unmoved for at least 155 days — at 80% of supply, an all-time high, up from 65% a year ago.Supply held that tightly means less selling pressure to absorb, so a given quantity of buying moves price further than it otherwise would.CryptoQuant's measure runs the other way, estimating spot demand shrank by about 170,000 BTC over the 30 days to Tuesday. The September rally leaned substantially on short liquidations rather than accumulation.Friday's non-farm payrolls report is the next macro test, with Kalshi pricing nearly 60% odds of a figure above 90,000 against Goldman Sachs at 80,000 and Bank of America at 60,000.

The US Dollar Index briefly climbed to 101.81, its highest level since May last year.The move reverses the decline that followed Wednesday's softer-than-expected August PCE data, when the index fell 15 basis points to 101.05.The Inflation Relief Lasted One SessionThe pattern matches what happened in bonds.The 10-year Treasury yield fell as low as 5.20% after the PCE print before closing higher at 5.276%, having touched 5.30% — its highest since 2002. The 30-year declined to 5.54% before rising to 5.63%.Both the currency and the bond market gave back the same move on the same day.That consistency points to a driver the inflation data does not address. Softer prices reduce the case for further Fed tightening, and October hike odds fell to 47.1% from 70% about 48 hours earlier. The dollar strengthened regardless.

Bitcoin ended Q3 up 44% — its best quarter since Q1 2024 — and ether gained 70.9%, its strongest since Q1 2021. Three labor data points this week all read firm: ADP 90,000, jobless claims 197,000 (below 200,000 for the first time in weeks), Chicago PMI 58.8 vs 51.2 forecast — collectively tilting Friday's NFP toward the higher end of the 60,000-100,000+ range. Wednesday's PCE pop to $85,500 gave back within hours as the 10-year held near 5.3% and DXY climbed to 101.81. Citi raised its 12-month Bitcoin target to $113,000 on a thin-flow thesis backed by LTH supply at an all-time 80%. Q3 Bitcoin ETFs drew $6.34B, reversing Q2's $5B outflows. Micron beat and guided Q1 2027 to $61.5B vs $57B.Bitcoin Gives Back Its PCE Pop as the 10-Year Holds Near 5.3%Bitcoin surged above $85,500 on Wednesday's softer PCE print before returning to $83,700 as Treasury yields reversed — the 10-year closed 1.6bps higher at 5.276% after touching 5.30%, its highest since 2002, and the 30-year settled at 5.63%. The pattern is the direct test of Thielen's framework: softer PCE reduced October hike odds from 70% to 47.1%, but long yields didn't follow — confirming the fiscal and term-premium driver that a softer inflation reading cannot address. Oil is what reversed the brief relief: WTI +2% with gasoline and diesel each up 4%. The 10-year real yield climbed to 2.83% from 2.68% in the week to September 25. Friday's NFP is the next test with Kalshi pricing 60% odds above 90,000 against Goldman's 80,000 and BofA's 60,000.Jobless Claims Fall to 197,000, Holding Near Historic Lows Before Friday's PayrollsInitial claims for the week ending September 26 came in at 197,000 — below the 200,000 forecast and the prior week's revised 198,000 — completing a firm set of labor data ahead of Friday's NFP. Claims below 200,000 describe a tight labor market: employers are not laying off staff, which says nothing about hiring pace but establishes the market isn't deteriorating through firings. Three releases now point the same direction: ADP 90,000 private payrolls (vs 70,000 expected), Chicago PMI 58.8 (vs 51.2 forecast), and claims 197,000. The combination tilts toward the higher end of Friday's forecast range and complicates Wednesday's inflation-driven rate repricing — a labor market holding firm while inflation sits above 3% is not a configuration that supports cutting, it's the one that kept the Fed hiking. BofA's 60,000 NFP forecast has the least data support of the three estimates heading into Friday.Citi Lifts Bitcoin Target to $113,000 While Forecasting Just $5 Billion of InflowsCitigroup raised its 12-month Bitcoin target from $82,000 to $113,000 (+38%) and Ethereum from $2,240 to $3,028 (+35%), while forecasting only $5B in crypto inflows — less than what Bitcoin ETFs alone drew in Q3. The thin-flow thesis rests on Glassnode's LTH supply at an all-time 80% of circulating supply (up from 65% a year ago): less selling pressure means a given quantity of buying moves price further. Citi's Bitcoin target implies 35% upside vs 13% for Ethereum — the opposite of Q3's actual performance where ETH outpaced Bitcoin by 27 percentage points. Real yields at 2.83% are the macro headwind; Thielen's fiscal-driver framework is the bull case the target implicitly depends on. The prior $82,000 target already sat below where Bitcoin trades, making the revision more reflective than anticipatory.Bitcoin Closes Its Best Quarter Since Early 2024 as Ether Gains 70.9%Bitcoin ended Q3 up ~44% — its best quarter since Q1 2024's 68.7% — and ether gained 70.9%, its strongest since Q1 2021, both following three consecutive down quarters. LTH supply hit an all-time 80% of circulating supply as the 155-day threshold now captures coins unmoved since late April — accumulation continued through the drawdown. The quarter ended on a round trip: PCE pushed Bitcoin above $85,500 before it returned to $83,500 within two hours as oil jumped and yields reversed. Micron beat on revenue ($54.23B vs $51.1B) and guided Q1 2027 to $61.5B vs $57B — CEO Mehrotra: "Industry demand has strengthened since our last earnings call." Chicago PMI jumped to 58.8 from 47.1, possibly previewing national ISM. Hut 8 CEO clarified a 1.5M share filing reflected collateral borrowing, not a sale.Bitcoin ETFs Take $6.34 Billion in Q3 After $5 Billion of Q2 OutflowsQ3 Bitcoin ETF inflows of $6.34B reversed Q2's $5B outflows — an $11B+ swing — but monthly momentum is decelerating: July $172M, August $3.52B, September $2.65B, with the streak snapping Wednesday on $149M in outflows. ETF inflows captured one slice of demand while CryptoQuant's overall spot demand metric fell 170,000 BTC over 30 days — ETFs were buying from sellers elsewhere rather than adding to net demand. Ether ETFs drew $3.05B in Q3 while delivering 70.9% vs Bitcoin's 44% — flows explain less of ether's move, consistent with broader altcoin rotation. Altcoin fund highlights: XRP ETFs $308M in Q3 ($1.79B cumulative), Solana $272M in September, Zcash $246M in September. Q4 historically averages 77% for Bitcoin (median 47.7%) — the macro setup (10-year at 5.3%, real yields at 2.83%, DXY at 101.81) is less supportive than the seasonal record implies.

The team behind Official Trump (TRUMP) said the top 185 holders on its leaderboard will get a gala dinner with President Donald Trump on November 22 at Trump National in Washington, D.C. according to BeInCrypto, with the top 29 also eligible for a VIP reception and the top 4 VIPs set to receive 18K gold Trump watches. Holders must register separately, and the site says there will be no private meetings with the president.

Assuming a close around $84,000, Bitcoin will end the third quarter about 44% higher — its best quarterly result since the first quarter of 2024, when it rose 68.7%, per Coinglass.Ether gained 70.9% over the three months, its strongest quarter since the first quarter of 2021, when it rose 160.7%.Both followed three consecutive down quarters.Ether Outperformed Bitcoin by a Wide MarginThe 70.9% against 44% is the detail worth sitting with.Ether has been the laggard through most of the cycle, and a quarter where it outpaces Bitcoin by 27 percentage points marks a change in leadership rather than a proportional lift.That fits the broader rotation. CoinMarketCap's altcoin season index has held above 60 for five consecutive days at 61/100, a level not reached in more than three months, and Bitcoin's share of total market value slipped to roughly 57% from 59.2% earlier in September.The fourth quarter has historically been Bitcoin's strongest. Since 2013 it has averaged a 77% gain with a median of 47.7% — though the gap between those two figures shows the average is pulled by a small number of extreme quarters.Long-Term Holders Now Control 80% of SupplyGlassnode's HODL Waves data shows long-term holders — coins unmoved for at least 155 days — at 80% of supply, an all-time high.That share has risen from 65% over the past year, a period in which Bitcoin fell from $126,000 to $60,000.The reading means accumulation continued through the drawdown rather than distribution. The 155-day threshold currently falls around late April, so coins last moved before then qualify.It sits against a more cautious signal from the same period. CryptoQuant estimates spot demand shrank by about 170,000 BTC over the past 30 days, with growth in futures demand down 90% since September 14.Both can be true. Existing holders are not selling; new buyers are not arriving in size.The Day Itself Was a Round TripAugust PCE came in softer than forecast across all four measures.Headline rose 0.3% month over month against 0.4% expected, and 3.4% year over year against 3.7%. Core rose 0.2% against 0.3% expected, and 3% year over year against 3.3%.Bitcoin jumped more than 2% to above $85,500 within minutes. Within two hours it had returned to $84,000, with leveraged shorts squeezed out of their positions. It now sits at $83,500, down 0.4% over 24 hours.CME FedWatch showed October hike odds falling to 47.1%, from 70% about 48 hours earlier.The Methodology Change Is a Real CaveatThe PCE data was the first released under new Bureau of Labor Statistics benchmarking, which changed how certain components are measured.That is a reason to discount the beat rather than dismiss it. A methodology revision can produce a one-off level shift that does not reflect underlying prices, and the next print under the same framework is what establishes the trend.The data is also for August, and at 3.4% headline and 3% core it remains well above the Fed's 2% target.Yields Reversed Within HoursThe 10-year fell as low as 5.20% before closing 1.6 basis points higher at 5.276%. It reached 5.30% during the session, its highest since 2002.The 30-year declined to 5.54% before rising 3.6 basis points to 5.63%, having touched 5.65% — also a 24-year high."Those betting against 'the house' keep winning," wrote Jeff Gundlach.Oil is the driver behind that reversal. WTI rose more than 2%, with gasoline and diesel each up 4%. Refined products are what actually feed consumer inflation, and they moved harder than crude.Equities gave back gains too. The Nasdaq closed up 0.25% after being more than 1% higher, with the S&P 500 and Dow moving into the red.Real Yields Are the Specific HeadwindBitfinex analysts identify inflation-adjusted Treasury yields as the main pressure on Bitcoin.The 10-year real yield climbed to 2.83% from 2.68% in the week to September 25. A note offering nearly 3% after inflation raises the opportunity cost of holding non-yielding assets.LMAX Group's Joel Kruger sees the opposite case if the trend holds. "If that headwind now eases alongside lower US yields, it could provide an additional tailwind for bitcoin and ETH by improving global financial conditions and reducing the relative appeal of holding cash in dollars," he said.Fitch Ratings' Olu Sonola noted inflation remains around 3% or higher. Truflation's Oliver Rust pointed to energy prices and tariffs as continuing sources of pressure.Micron Beat on Revenue and GuidanceMicron reported fiscal fourth quarter revenue of $54.23 billion against estimates of $51.1 billion, with adjusted EPS of $33.42 against forecasts of $33.61.First quarter 2027 revenue is guided to $61.5 billion against forecasts of $57 billion, with EPS at $38.15 against $35.40."As strong as fiscal 2026 was, we expect fiscal 2027 to be even better," said CEO Sanjay Mehrotra. "Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026."Shares rose 1.1% after hours. The guidance is the material part — it addresses the DRAM pricing question that determines whether the memory cycle extends.Three Other ItemsHut 8 insider filing. CEO Asher Genoot said a filing suggesting Chief Strategy Officer Michael Ho sold 1.5 million shares reflected collateral against borrowing rather than a sale. "Mike has not sold any shares since we started the company," Genoot said. HUT fell 4.8% in afternoon trading.Fed renovation report. The Office of Inspector General found no grounds to believe federal criminal law was violated in the $1.3 billion Eccles Building renovation, while noting management deficiencies. The finding removes one obstacle to Jerome Powell leaving the central bank, having remained a governor after his term as chair ended.Chicago PMI. The index jumped to 58.8 in September from 47.1, against forecasts of 51.2 — a possible preview of national ISM figures. It contributed to the yield reversal.

South Korea's Financial Services Commission has announced a draft revision to lower-level regulations related to the institutionalization of token securities. According to Odaily, the proposal would expand the range of securities eligible for tokenization to include traditional assets such as stocks, bonds, and funds.Under the revision, traditional securities could be tokenized in addition to fragmented investment securities, including non-monetary trust beneficiary securities and investment contract securities. The draft would also clarify distributed ledger requirements for electronic securities rules, requiring participants to include an electronic registration institution and at least two account management institutions, while banning direct fees for distributed ledger use for electronic registration purposes.

According to the announcement from Binance, the Binance Starter Carnival has opened a new edition featuring Binance Stocks Welcome Rewards, with users able to complete eligible tasks or transfer in stocks to earn activity attempts and compete for a share of a $200,000-valued prize pool. The campaign includes rewards such as variants of NVDAB, MUB, or QQQB token vouchers, bStocks trading fee rebates, and Spot trading fee rebate vouchers, with rewards distributed on a first-come, first-served basis until the pool is exhausted. The Activity Period runs from 2026-10-01 08:00 (UTC) to 2026-10-30 23:59 (UTC). Under Promotion A, new Stocks users can earn one activity attempt by completing their first trade of at least $5 equivalent on Stocks trading pairs, while all users can earn three attempts by trading at least $10,000 equivalent on eligible Stocks trading pairs or on Stock Options. Each spin can result in fixed rewards, including token vouchers and trading fee rebate vouchers, with the announcement stating that the reward pool is limited and that unused attempts expire after the campaign ends. The body of the announcement also notes that only verified users who opt in through the landing page and complete the required tasks during the Activity Period are eligible for rewards.Promotion B covers stock transfer-ins and offers tiered USDC token bonuses from a 100,000 USDC total reward pool for users who transfer U.S.-listed stocks and ETFs into Binance during the Activity Period. The reward tiers are based on the first transfer-in value and range from 150 USDC for transfers of at least $10,000 to 12,000 USDC for transfers of at least $1,500,000. Binance states that users must submit a transfer-out instruction with their delivering broker, then file a transfer-in request in the app, which must be updated to version 3.19.0 or above to access the feature. The announcement says U.S. equity transfers generally require at least 14 business days, and rewards depend on successful settlement within the program period. It also says the reward tier is determined by the value snapshot before the first transfer-in request, that later transfers do not increase the tier, and that users must not transfer out or withdraw the equivalent amount of stocks within 90 days after crediting to qualify for the full bonus. Rewards are distributed every 30 days after the Activity Period ends based on the initial transfer volume.

US spot Bitcoin ETFs recorded about $6.34 billion in net inflows in the third quarter, their strongest quarter of 2026, per SoSoValue.That reverses roughly $5 billion of net outflows in the second quarter, a swing of more than $11 billion between the two periods.Bitcoin gained 42.71% over the quarter, its strongest since the fourth quarter of 2024 and its best third-quarter performance since 2017, per CoinGlass.The Monthly Pattern Shows Momentum FadingThe quarter was front-loaded in its second half and is now decelerating.July delivered $172 million. August brought $3.52 billion. September closed with $2.65 billion — down about 25% from August.That ordering matters more than the quarterly total. A quarter that builds and then eases describes demand that arrived in response to price rather than demand that drove it.September also ended weakly. Bitcoin ETFs recorded roughly $149 million in net outflows on Wednesday, snapping a nine-day inflow streak that had attracted about $3.1 billion. The Flows Sit Against a Weaker Demand SignalETF inflows are one measure of spot demand, not the only one.CryptoQuant estimates Bitcoin's overall spot demand shrank by about 170,000 BTC over the 30 days to Tuesday, a figure that deteriorated from −145,000 BTC on September 11 while price rose.The two readings are compatible. ETFs absorbed capital while other holders distributed, meaning the regulated vehicles were buying from sellers elsewhere rather than adding to net demand.Glassnode's HODL Waves data adds a third piece. Long-term holders — coins unmoved for at least 155 days — now account for 80% of supply, an all-time high, up from 65% a year ago.Existing holders are not selling. New demand is arriving through ETFs. Neither of those explains a 42.71% quarterly gain on its own, and short liquidations supplied a substantial part of the September move.Ether Funds Delivered a Larger Proportional ReversalUS spot Ether ETFs attracted about $3.05 billion in Q3 after roughly $714 million of outflows in Q2.Ether gained about 71% over the quarter, its best since the first quarter of 2021.The ratio is the interesting part. Ether's ETF complex drew about 48% of what Bitcoin's did while delivering 66% more price appreciation — so ETF flows explain less of ether's move than of Bitcoin's.That is consistent with the broader rotation. CoinMarketCap's altcoin season index has held above 60 for five consecutive days at 61/100, a level not reached in more than three months.Altcoin Funds Are Building Smaller PositionsXRP ETFs attracted $308 million in Q3, lifting cumulative net inflows to $1.79 billion.Solana ETFs drew $272 million in September and Zcash ETFs $246 million.The Zcash figure is the standout relative to its market size. ZEC gained 130% over 30 days and reached a record near $1,488, and a single US fund has now pulled in substantial flows in its first months — including a $47 million day in mid-September when the broader complex was losing money.Privacy has been the quarter's most durable sector trade, and the ETF flows confirm institutional participation rather than purely retail speculation.What the Fourth Quarter FacesBitcoin's fourth quarter has historically been its strongest. Since 2013 it has averaged a 77% gain with a median of 47.7%, though the gap between those figures shows the average is pulled by a small number of extreme quarters.The macro setup is less supportive than the seasonal record.The 10-year Treasury yield reached 5.30% on Wednesday, its highest since 2002, and the 30-year touched 5.65%. Both reversed earlier declines that followed softer-than-expected August PCE data, which showed headline inflation at 3.4% and core at 3%.Bitfinex analysts identify real yields as the specific pressure, with the 10-year inflation-adjusted yield climbing to 2.83% from 2.68% in the week to September 25.Friday's non-farm payrolls report is the next test, with Kalshi pricing nearly 60% odds of a figure above 90,000 against Goldman Sachs at 80,000 and Bank of America at 60,000.

According to the announcement from Binance, Binance Futures will close all positions and carry out automatic settlement for the USDⓈ-M PROMPTUSDT, PUMPBTCUSDT and 1000000BOBUSDT perpetual contracts on 2026-10-05 09:00 (UTC). The contracts will be delisted after settlement is completed. Binance said users should close any open positions before the delisting time to avoid automatic settlement. New non-reduce only orders for the affected contracts will not be allowed starting from 2026-10-05 08:30 (UTC). The notice said the decision follows periodic reviews of futures contracts based on factors including trading volume and liquidity, network stability and safety, new regulatory requirements, changes in token supply and tokenomics, project ownership structure, team commitment and development activity, responsiveness to due diligence requests, and evidence of unethical or fraudulent conduct or negligence.
The announcement also outlined how liquidation will be handled during the final hour before settlement. Binance said the Futures Insurance Fund will not be used to support liquidation for the affected contracts during that period. Any liquidation triggered in the final hour will be executed as a single Immediate or Cancel order, or IOCO, and sent to the market in one attempt. If the remaining assets in a user’s account are sufficient to meet the required Maintenance Margin after realized losses and any applicable Liquidation Clearance Fee, the liquidation will stop. If the IOCO does not fully reduce the position to the level needed to satisfy Maintenance Margin requirements, any unfilled portion will be resolved through the Auto-Deleveraging process. Binance also said additional protective measures may be applied without further announcement, including changes to maximum leverage, position value, maintenance margin in each margin tier, funding rates, price index constituents, and the Last Price Protected mechanism used to update the Mark Price.

Grayscale said its Zcash ETF, ZCSH, has completed the previously announced 3-for-1 share split, which took effect before the U.S. stock market opened on September 30. Shares began trading on a split-adjusted basis that day. According to Odaily, shareholders of record at the close on September 28 received two additional shares for each pre-split share, converting one pre-split share into three post-split shares. Grayscale said the split does not change the total value of shareholders' investments, and the fund's net asset value per share was adjusted to about one-third of its pre-split level. ZCSH continues to trade on NYSE Arca, with its ticker and CUSIP unchanged.

According to the announcement from Binance, Binance Academy has replenished the Bitcoin Learn & Earn rewards for the month of October 2026, allowing eligible new users to complete an optional quiz and earn 0.00001 BTC in token vouchers. The activity period begins on 2026-10-01 00:00 (UTC) and continues until further notice. The program is available only to new users who registered on Binance after 2026-10-01 00:00 (UTC) and complete the Learn & Earn quiz with all correct answers. Rewards are limited to the first 5,000 new users each month and are distributed on a first-come, first-served basis. Each user may complete the Learn & Earn only once and claim a maximum of one reward. Once all rewards for the month are distributed, participation will close for that month, and the rewards will be renewed each month through future announcements.
Eligibility and reward details: Qualified users must complete KYC to receive rewards from this activity. The token voucher reward will be distributed within 48 hours to users who pass the quiz, and users may check their rewards via Profile > Rewards Hub. The token voucher is valid for 14 days from the day of distribution. Binance also stated that illegally bulk registered accounts and sub-accounts are not eligible to participate or receive rewards. The announcement notes that the actual value of the reward may change due to market fluctuation, and participation ends once all rewards are distributed. The program is presented as part of Binance Academy’s Bitcoin Learn & Earn offering for new users learning the basics of Bitcoin.

Die Regel vom 30. Sept. des Finanzministeriums ermöglicht es den Bundesstaaten, erste Zertifizierungen zur Prüfung von Stablecoin-Regimen einzureichen, auch wenn ihre Vorschriften noch nicht fertiggestellt sind. Laut NS3.AI trat die Regel am 30. Sept. in Kraft, doch das Finanzministerium wird keine Einreichungen akzeptieren, bis es bekannt gibt, dass die Informationssammlung gemäß dem Paperwork Reduction Act genehmigt wurde.
Eine bedingte Einreichung wahrt den ursprünglichen Einreichungszeitplan, startet jedoch keine inhaltliche Prüfung und genehmigt kein staatliches Regime. Staatlich qualifizierte Emittenten von Stablecoins mit höchstens 10 Milliarden US-Dollar an konsolidiertem ausstehendem Umlauf können eine staatliche Regulierung nur wählen, wenn ihr staatliches Regime die erforderlichen Standards erfüllt und eine einstimmige Ausschussgenehmigung erhält.

Bitwise teilte mit, dass sein US-amerikanischer Spot-NEAR-ETP, der Bitwise NEAR ETF (NRR), einen Bestand von 52,8 Millionen US-Dollar an verwaltetem Vermögen erreicht hat. Laut ChainCatcher verzeichnete der Fonds gestern 13,2 Millionen US-Dollar an Nettozuflüssen und 20,1 Millionen US-Dollar an Handelsvolumen.
Bitwise hatte zuvor angekündigt, dass es plant, die von dem Fonds gehaltenen NEAR-Token intern zu staken, um die Beteiligung an der durchschnittlichen NEAR-Staking-Rendite von etwa 5 % zu maximieren.

MetaMask teilte mit, dass es auf einen Sicherheitsvorfall reagiert, der Teile seiner Infrastruktur betrifft, und dass es keine direkten Bedrohungen für MetaMask-Wallets gefunden hat. Laut Foresight News koordiniert das Unternehmen sich mit Kunden, Partnern und Sicherheitsexperten und beendet proaktiv die betroffenen Validator-Nodes in seinen nicht verwahrten Staking-Operations.
Lido erklärte, dass die Maßnahmen von MetaMask das Entfernen seiner Ethereum-Validator-Nodes aus dem Lido-Protokoll umfassen. Die betreffenden Validator-Nodes haben mit dem Exit-Prozess begonnen und sollen bis zum 7. Oktober 2026 den Exit abgeschlossen haben, allerdings ohne vollständig ausbezahlt zu werden. stETH-Inhaber müssen keine Maßnahmen ergreifen. Das Exit von Validator-Nodes, die von MetaMask Staking betrieben werden, soll schrittweise in das Protokoll zurückkehren, wenn die Validatoren den Exit-, den Withdrawal- und den Re-Entry-Zyklus abschließen. Aufgrund langer Warteschlangen wird erwartet, dass der Prozess etwa 45 Tage dauert.

MetaMask teilte mit, dass einige seiner Infrastrukturen von einem Sicherheitsvorfall betroffen waren, es jedoch keine Anzeichen für eine direkte Bedrohung für MetaMask-Wallets gefunden habe. Laut Odaily koordiniert das Unternehmen als Vorsichtsmaßnahme die Zusammenarbeit mit betroffenen Kunden, Partnern und Sicherheitsberatern und steigt proaktiv aus betroffenen Validator-Nodes in seinem nicht verwahrenden Staking-Geschäft aus. MetaMask erklärte, dass der Vorfall die Infrastruktur betreffe und nicht bedeute, dass die Wallets derzeit einem Sicherheitsrisiko ausgesetzt seien. Es werde weitere Updates zu gegebener Zeit bereitstellen.

Bitmine-Vorsitzender Tom Lee sagte, dass die Ethereum-Daten des Unternehmens derzeit 7% des ETH-Angebots halten und in diesem Zyklus auf 15% steigen könnten. Laut ChainCatcher machte Lee diese Aussage, ohne zusätzliche Einzelheiten zu nennen.

SOL-Spot-ETFs verzeichneten am 30. September laut SoSoValue-Daten einen gesamten Nettoabfluss von 11,1 Millionen US-Dollar. Laut Odaily meldete der Fidelity Solana Fund ETF (FSOL) einen Nettozufluss von 2,77 Millionen US-Dollar und brachte seinen kumulierten Nettozufluss auf 234 Millionen US-Dollar.
Der Bitwise Solana Staking ETF (BSOL) verzeichnete einen Nettoabfluss von 8,94 Millionen US-Dollar, während sein kumulierter Nettozufluss 1,225 Milliarden US-Dollar erreichte. Zum Zeitpunkt der Veröffentlichung wiesen SOL-Spot-ETFs insgesamt Nettovermögen von 1,906 Milliarden US-Dollar auf, eine SOL-Nettovermögensquote von 2,75% sowie kumulierte Nettozuflüsse von 1,612 Milliarden US-Dollar.

Michael Saylor sagte, er wolle, dass Strive und jeder gut geführte Emittent von bitcoinbasierter „Digital Credit“ erfolgreich sind. Er argumentierte in einem Beitrag auf X, dass Unternehmen, die auf derselben Bitcoin-Grundlage aufgebaut sind, um einzelne Investitionen konkurrieren können, während sie zugleich die langfristige Chance der jeweils anderen stärken. Er skizzierte die Struktur in drei Ebenen: Bitcoin als „Digital Capital“, Instrumente wie Strategy‘s STRC und Strive‘s SATA als „Digital Credit“ sowie Treasury-Aktien wie MSTR und ASST als „Digital Equity“. Die größte Chance liege seiner Aussage nach außerhalb der Branche: Unter Verweis auf die SIFMA stellte er fest, dass die globale Marktkapitalisierung im Aktienmarkt zum Jahresende 2025 157,8 Billionen US-Dollar und die globale Schuldenlast im Festzinsbereich 160,7 Billionen US-Dollar betrug. Das bedeute, dass ein Zehntel eines Prozents beider Märkte ungefähr 160 Milliarden US-Dollar entspreche – also das Ausmaß, an dem diese jungen Kategorien gemessen werden sollten.

Laut den Marktdaten von Bitget fiel NEAR zeitweise kurzzeitig auf etwa 4,70 US-Dollar. Laut Foresight News lag der Token mehr als 14% unter seinem Intraday-Hoch.

Der US-Präsident Donald Trump sagte, dass die Bombardierung des Irans sich nach den US-Midterm-Wahlen verstärken könnte, falls mit dem Iran keine zufriedenstellende Vereinbarung erzielt werden kann. Laut PANews räumte Trump außerdem ein, dass die Bestände einiger Arten von Munition zurückgegangen seien, und sagte, er habe Vorkehrungen mit Verteidigungsunternehmen getroffen, um Munition nachzufüllen und die Produktion auszuweiten.

Laut Onchain Lens hält ein Hyperliquid-Trader eine Long-Position von 8.065 ZEC mit einem nicht realisierten Verlust von 379.700 US-Dollar. Das Konto hat kumulierte Verluste von 1,4 Millionen US-Dollar erfasst, 87.700 US-Dollar an Funding-Gebühren gezahlt und hat einen Liquidationspreis von 1.363,9 US-Dollar. Zwei Stunden zuvor wurde eine ZEC-Position im Wert von 3,11 Millionen US-Dollar auf demselben Konto liquidiert, was zu einem Verlust von 190.100 US-Dollar führte.

Am 01. Okt 2026, 10:42 Uhr (UTC). Laut den Binance-Marktdaten hat BNB die Marke von 770 USDT überschritten und wird nun bei 770.299988 USDT gehandelt, mit einem auf 0,22 % begrenzten Anstieg in den letzten 24 Stunden.

Krypto-Analyst Ali sagte auf X, dass sich Wal-Positionen über große Anlageklassen hinweg in der vergangenen Woche auseinanderentwickelt hätten, während sich der breitere Kryptomarkt seitwärts bewegt habe. Laut Odaily fielen die Bitcoin-Bestände von Walen um etwa 30.000 BTC, während Ethereum-Wale etwa 60.000 ETH hinzufügten und die Bestände von XRP-Walen nahe bei 3,9 Milliarden XRP blieben.

Sui sagte auf X, es sei ein neues Mitglied der LF Decentralized Trust geworden und werde mit OpenAssets Inc. zusammenarbeiten, um offene tokenisierte Asset-Standards im gesamten Sui-Ökosystem auszuweiten. Laut Odaily soll die Zusammenarbeit dazu beitragen, gemeinsame Standards zwischen Institutionen und Märkten zu etablieren.

NEAR Intents teilte mit, dass eine Schwachstelle seine Omni-Einzahlungs- und Auszahlungsinfrastruktur sowie die Vertragsinteraktionen betroffen hat. Laut ChainCatcher wurde das Problem behoben, und den betroffenen Nutzern wurde vollständige Entschädigung zugesagt.

Passagiere in einem Jet mit mehr als 170 Menschen auf dem Weg nach Tel Aviv überwältigten einen Piloten, nachdem er seinen Kollegen erstochen hatte und versucht hatte, das Flugzeug zum Absturz zu bringen, wie Bloomberg berichtet.
Der israelische Ministerpräsident Benjamin Netanyahu bezeichnete dies als einen schwerwiegenden Sicherheitsvorfall.

Illinois hat zugestimmt, seine 0,2%-Krypto-Steuer für sechs Monate zu verschieben, wie Branchenverbände mitteilten, die die Verzögerung ausgehandelt haben. Laut NS3.AI muss ein Richter die Vereinbarung genehmigen, bevor die Verschiebung in Kraft tritt. Die Steuer sollte am 1. Januar beginnen und auf Krypto-Aktivitäten angewendet werden, die Unternehmen betreffen, die mehr als 100.000 US-Dollar an Einnahmen verzeichnen.

Am 01. Okt. 2026, 10:55 Uhr (UTC). Laut Binance-Marktdaten hat Bitcoin die Marke von 84.000 USDT überschritten und wird derzeit bei 84.050,398438 USDT gehandelt, mit einem auf 0,12% begrenzten Anstieg innerhalb von 24 Stunden.

Kryptoanalyst Ai sagte, dass die Nachfrage nach Cardano (ADA)-Futures abkühlt, wobei das Open Interest in der vergangenen Woche um 9% gesunken sei, von 1,99 Milliarden US-Dollar auf 1,81 Milliarden US-Dollar. Laut Odaily sagte Ai außerdem, dass Wale ebenfalls Gewinne mitgenommen hätten und die Bestände seit dem 20. September um etwa 90 Millionen ADA reduziert hätten, was den jüngsten Verkaufsdruck zusätzlich verstärke.
Ai fügte hinzu, dass der tägliche Chart von ADA am 26. September ein Verkaufssignal angezeigt habe und seitdem um 10% gefallen sei, wobei der Rücksetzer möglicherweise noch nicht vorbei sei. Der Analyst sagte, $0,24 sei eine wichtige Unterstützungszone in der mittleren Handelsspanne, während ein Bruch darunter ADA Richtung unteres Ende der Spanne nahe $0,21 schicken könnte. Wenn $0,21 hält, könne Ai zufolge daraus die nächste Kaufgelegenheit werden, mit einem Kursziel nahe $0,28 am oberen Ende der Spanne.

Ripple und CSD BR kündigten eine erste Phase am 29. September an, um die Eigentumsaufzeichnungen von BTG Pactual an Fondsanteilen auf dem XRP Ledger (XRPL) zu spiegeln. Laut NS3.AI werden die Systeme von CSD BR weiterhin das offizielle Register für Registrierung, Hinterlegung und Abwicklung bleiben.
RippleX-Manager Markus Infanger sagte dem E-Investidor von Estadão, dass etwa 2,7 Milliarden US-Dollar der 6,7 Milliarden US-Dollar an tokenisierten Real-World-Finanzanlagen, die er auf XRPL gezählt habe, in Brasilien gewesen seien. Native Emission und Handel werden erst nach Validierung der Phase des sogenannten Record-Mirroring erwartet.

Eine Brieftasche kaufte 1.486,37 ETH On-Chain zu je 2.710,23 $ um 3:00 Uhr, wobei der Kauf mit 4,028 Millionen $ bewertet wurde. Laut Odaily liegt die Adresse mittlerweile 33.000 $ im Minus.

TRON hat GreatVoyage-v4.8.2.3 (Anaxagoras) veröffentlicht: eine neue Version, die den Zugriff auf den Speicher von Smart Contracts aktualisiert, die Leistung von BN128-Pairings verbessert und den Parsing-Prozess für von Knoten generierte JSON-Daten optimiert. Laut Foresight News soll das Upgrade die Effizienz und Stabilität der Knoten verbessern.
Die Veröffentlichung ist verpflichtend, und TRON forderte die Betreiber von Knoten auf, das Update so schnell wie möglich abzuschließen, um Auswirkungen auf die Block-Synchronisierung zu vermeiden. Nach dem Upgrade können die entsprechenden Knoten den Bereitstellungsstatus melden, damit die Community den Fortschritt im gesamten Netzwerk verfolgen kann. Details zu Versionsänderungen, der Verifizierung der GPG-Signatur und zu Bereitstellungsmethoden sind in den offiziellen Versionshinweisen und Upgrade-Dokumentationen verfügbar.

Micron übertraf in seinem vierten Quartal die Konsensschätzungen in jeder gemeldeten Zeile und steuerte den Umsatz für das erste Quartal über die Erwartungen.Die Prognose ist die größere ZahlDas Quartal übertraf die Erwartungen bei den Umsätzen um 5,3 %. Die Prognose übertraf die Erwartungen um zwischen 5,7 % und 11 %.Diese Lücke ist das Wesentliche des Berichts. Ein Quartals-Beat bestätigt Bedingungen, die bereits eingetreten sind; eine Prognose von 60-63 Milliarden US-Dollar besagt, dass Micron davon ausgeht, dass sich sowohl die Speicherpreise als auch das Volumen im aktuellen Quartal weiter ausweiten werden.Der Mittelpunkt von 61,5 Milliarden US-Dollar würde einem sequentiellen Wachstum von 13 % gegenüber 54,23 Milliarden US-Dollar entsprechen — im Vergleich zu einer Basis, die selbst um 355 % gegenüber dem Vorjahr von 11,31 Milliarden US-Dollar gestiegen war.

Laut der Ankündigung von Binance wird Binance Wallet den CT Trading Competition auf Binance Alpha starten. Berechtigte Nutzer können Concrete (CT) in Binance Wallet (Keyless) oder über Binance Alpha handeln, um Token-Belohnungen zu erhalten. Die Promotion richtet sich an alle Nutzer, die zum Handel mit Binance-Alpha-Token berechtigt sind. Die Ranglisten werden anhand des gesamten Kaufvolumens von CT während der Aktionszeit (Promotion Period) erstellt. Die erste Aktionszeit läuft vom 2026-10-01 13:00 (UTC) bis zum 2026-10-08 13:00 (UTC), die zweite vom 2026-10-08 13:00 (UTC) bis zum 2026-10-15 13:00 (UTC). Die Top 2.000 Nutzer nach CT-Kaufvolumen während der Promotion Period teilen sich 258.000 CT-Token gleichmäßig, was 129 CT pro Nutzer entspricht. Binance erklärte, der Wettbewerb sei so konzipiert, dass er stärkeres Gewicht auf frühes Trading und eine kontinuierliche Teilnahme legt, und zwar über zwei Boost-Mechanismen: den Early Bird Boost Multiplier und den Rising Trader Boost Multiplier.

Eine Smart-Money-Adresse, die Anfang September eine UNI-Position aufgebaut hat, hat vor zwei Stunden weitere 1,29 Millionen US-Dollar hinzugefügt und ihren kumulierten unrealisierten Gewinn am 1. Oktober auf 1,19 Millionen US-Dollar gebracht. Laut der On-Chain-Erkennung von BlockBeats hat die Adresse 692.127 UNI von einer zentralisierten Börse abgezogen, zu einem durchschnittlichen Preis von 7,3 US-Dollar. Dabei kaufte sie zwischen 6,24 und 9,06 US-Dollar, um eine Rendite von 23,55% zu erzielen.
Die Überwachungsdaten wurden von dem On-Chain-Analysten Ai Yi gemeldet.

Laut Sina Finance hat Citigroup seine Prognose für den Bitcoin-Preis für die nächsten 12 Monate von 82.000 US-Dollar auf 113.000 US-Dollar angehoben. Im Juli 2026 hatte die Bank ihre Bitcoin-Einschätzung von 112.000 US-Dollar auf 82.000 US-Dollar gesenkt, unter anderem aufgrund anhaltender ETF-Abflüsse, langsamen Fortschritten bei der Gesetzgebung zu digitalen Vermögenswerten in den USA und eines stagnierenden breiteren Marktes.