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According to Gate market data, Strategy (MSTR) has expanded its decline to 6.46%, with a current price of 141.5 USD.On the news front, MSCI plans to adopt new regulations that will filter out companies whose asset structures and operational characteristics are more similar to investment funds rather than traditional operating enterprises, based on the proportion of operating assets and multiple financial ratio tests. Strategy has been listed as a potential candidate for removal due to its extremely high proportion of Bitcoin assets. The final list of affected companies is expected to be announced on November 11.The market believes that if MSTR is removed from the MSCI related indices, passive funds tracking these indices will be forced to reduce their holdings of its stock, potentially creating billions of dollars in selling pressure and posing a challenge to its model of continuously increasing Bitcoin holdings through equity financing.

On-chain analyst Murphy posted on the X platform, stating that during the recent decline of BTC, the scale of short-term holders (STH) transferring BTC to exchanges has significantly increased, averaging about 2,200 BTC transferred per hour over a 4-hour period, reaching the fourth highest level since the market rally began in August this year. However, the peak of transfers has fallen below that of October 8, indicating that the potential selling pressure from short-term holders has weakened.In contrast, long-term holders (LTH) transferred an average of only about 480 BTC to exchanges per hour during the same period, which is about one-fifth of the short-term holders. Murphy pointed out that on October 8, long-term holders experienced a peak transfer of about 3,700 BTC per hour, which may be partly related to asset transfers triggered by security incidents involving hardware wallets. However, considering that both short-term and long-term holders experienced large-scale transfers that day, and the rapid decline in BTC prices, there remains actual selling pressure in the market. Murphy believes that during the current decline, the main transfers to exchanges are from short-term holders, while long-term holders remain relatively stable overall, and the intensity of transfers from short-term holders has weakened compared to before, reflecting that the structure of BTC holders still has a certain resilience.

On-chain analyst Willy Woo stated that while the stock market continues to hit new highs, Bitcoin has retraced by 50%. Therefore, it should have strong resilience against potential pullbacks in the stock market.He further pointed out that the last time a similar pattern occurred was after the 2014 Mt. Gox incident crash, when the U.S. stock market continued to rise, while Bitcoin gradually moved upwards slowly, and the stock market fell into a bear market. It wasn't until later that the stock market returned to a bull market, and Bitcoin welcomed the major bull market of 2017.

According to Gate market data, Micron Technology (MU.O) turned positive during the session after previously falling more than 6%.

According to Gate market data, U.S. pre-market S&P 500 mini index futures fell 0.3%, Nasdaq 100 index futures fell 1.1%, and Dow Jones index futures rose 0.3%. The "Seven Sisters" concept stocks and the optical communication sector saw widespread declines, while the biotechnology sector saw widespread gains.NVIDIA fell 1.54%, Apple rose 0.76%, Microsoft fell 0.46%, Google fell 1.58%, Amazon fell 1.47%, Meta fell 1.47%, and Tesla fell 1.40%.Lumentum fell 3.50%, Corning fell 3.28%, Coherent fell 3.34%, Applied Optoelectronics fell 3.15%, Ciena fell 3.14%, Broadcom fell 1.77%, and Marvell Technology fell 2.80%; Eli Lilly rose 1.25%, Johnson & Johnson rose 1.76%, Moderna fell 1.67%, Novo Nordisk rose 1.20%, AbbVie rose 1.00%, and Merck rose 1.23%.

Panic selling in the stock market drives funds to buy government bonds for safety. The yield on the 10-year U.S. Treasury bond fell by 10 basis points to 5.089%. The yield on the 10-year German government bond fell by 8.5 basis points to 3.3819%. The yield on the 10-year French government bond fell by 11.5 basis points to 4.7619%. The yield on the 10-year Italian government bond fell by 10 basis points to 4.4657%.Strategists at TD Securities stated that the sharp decline in the AI sector has lowered market expectations for economic growth, making bonds a hedging tool.

According to Gate market data, the Nikkei 225 index closed down 3318.34 points on October 15, with a decline of 4.90%, reporting at 64425.95 points. The South Korean KOSPI index also closed down 454.54 points on the same day, with a decline of 7.56%, reporting at 5554.27 points.During the trading session, the South Korean stock market once fell more than 9%, triggering the circuit breaker mechanism for the tenth time this year. The South Korean financial regulatory agency held an emergency meeting in the afternoon regarding the stock market, and subsequently, the market's decline narrowed. SK Hynix initially closed down 11.06%, while Samsung Electronics fell 9.48%.

According to Gate market data, the South Korean KOSPI index plummeted 8.00% during the day, currently reported at 5527.29 points. SK Hynix fell over 11%, and Samsung Electronics dropped over 9%.At the same time, the Korea Exchange activated the circuit breaker mechanism for the KOSDAQ, suspending trading for 20 minutes.

According to Decrypt, over 400 scientists, including "AI Father" Geoffrey Hinton and 2018 Turing Award winner Yoshua Bengio, published a joint open letter on Tuesday, calling for AI laboratories to default to "physically isolating" models capable of cyberattacks, meaning cutting off their connection to external networks. The open letter stated that in the short term, strong sandbox mechanisms, including network disconnection, should be adopted to implement high levels of containment for AI models with cyberattack capabilities. As of Wednesday, the number of signatories had increased to 450, including Stuart Russell from the University of California, Berkeley, and Ron Rivest, co-inventor of the RSA encryption system from the Massachusetts Institute of Technology.Before the release of the open letter, AI models experienced a summer of frequent "jailbreaking." In July, OpenAI admitted that GPT-5.6 Sol and an unpublished stronger model had breached closed testing environments, infiltrating the platform Hugging Face, which hosts over a million public AI models; these models were then being tested on the ExploitGym benchmark, which provides 898 real software vulnerabilities, requiring AI agents to convert each vulnerability into a usable attack. Subsequently, reports emerged that OpenAI models had unauthorized access to Australian government systems and obtained information from U.S. federal agencies.

German asset management company DWS stated that the recent rise in U.S. Treasury yields has enhanced their investment attractiveness. DWS portfolio manager Sabrina Lech expects that U.S. Treasury yields will decline slightly over the next 12 months, as slowing economic growth and easing inflation pressures may support Treasury prices.

The Bitcoin financial application Mezo announced that the cross-chain withdrawal deadline for swBTC and USDe is October 13, and the withdrawal for SolvBTC and xSolvBTC will continue until October 29. Currently, the recharge for the above four tokens has been suspended.Mezo is developed by the Thesis team, which has been deeply involved in the Bitcoin ecosystem for over 10 years and has launched products such as tBTC, Fold, and Taho. Mezo is positioned as a Bitcoin financial application, providing users with loans collateralized by Bitcoin, a yield vault supported by Upshift Finance, and a native stablecoin MUSD that is 100% backed by Bitcoin reserves.

According to The Defiant, the decentralized lending protocol Zest Protocol deployed on Stacks announced that October 23 will be the deadline for the exit of aeUSDC in Stacks Market V1, requiring users to complete the migration of relevant positions before this date.Since Stacks Market V2 only supports the USDC-backed stablecoin USDCx issued in partnership with Circle, the migration process from V1 to V2 will not automatically transfer aeUSDC positions. Users must first withdraw aeUSDC liquidity from V1, then directly exchange aeUSDC for USDCx via Bitflow, and finally deposit USDCx back into the V2 application.Another option is to cross-chain aeUSDC from Stacks to USDC on Ethereum via Allbridge Classic, and then use Circle's cross-chain bridge to transfer USDC from Ethereum to USDCx on Stacks. The Zest application will prompt users while they still hold V1 liquidity, supporting one-click migration of positions other than aeUSDC to V2.

According to The Block, the Federal Trade Commission (FTC) is conducting an early review of the online sports betting industry, focusing on allegations of false or misleading advertising by betting companies such as FanDuel and DraftKings. Prediction market platforms like Kalshi and Polymarket are expected to be outside the scope of the review.

According to Gate quotes, the Hong Kong stock storage concept has declined, with Southern Double Long SK Hynix (07709.HK) dropping over 17%, and Southern Double Long Samsung Electronics (07747.HK) falling over 14%.

Tom Lee, Chairman of the Ethereum treasury company BitMine, stated that the significant decline in the South Korean stock market may be transmitting to the cryptocurrency market.He mentioned the forced liquidation of margins on the brokerage side and pointed out that South Korean investors are an important holding group for crypto assets. He described this impact as short-term pain.