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On October 2, at 11:30 AM Eastern Time, the Arbitrum Security Committee executed an emergency upgrade on Arbitrum One and Nova, suspending the activation of all new Stylus contracts on both chains, while adding a protective mechanism against BoLD single-step proofs in the dispute system of Arbitrum One. The Arbitrum Foundation stated that this action is part of ongoing proactive security measures aimed at protecting the security and integrity of the network.Stylus allows developers to write smart contracts using languages such as Rust and C++, while maintaining compatibility with the Ethereum Virtual Machine, with its programs compiled into WebAssembly format. This suspension primarily targets manually written WASM programs that do not use the standard Stylus compiler toolchain and have not yet been patched by the current version of ArbOS. The Security Committee increased the gas required for activation to the theoretical maximum by calling ArbOwner.setWasmActivationGas(2^64 - 1), making new activations economically unfeasible. Activated Stylus contracts are unaffected and can continue to execute and renew, and the deployment and execution of Solidity contracts are also unrestricted.The newly added BoLD protection allows anyone to pause the settlement from Arbitrum One to Ethereum when two conflicting and accepted answers appear in the same dispute step, which may delay unconfirmed withdrawals to allow the Security Committee to deploy fixes. Officials pointed out that the currently discovered Stylus-related vulnerabilities mainly affect the activity of the chain, such as denial-of-service attacks, and do not jeopardize user funds.

Bloomberg ETF analyst Eric Balchunas posted on platform X that the U.S. Securities and Exchange Commission (SEC) has just approved 3x long Bitcoin, Ethereum, gold, silver, crude oil, and natural gas ETPs under the Securities Act of 1933.

Market news reports that hackers have infiltrated the propulsion system of a tanker heading to the United States.

Aave Labs has proposed a new plan regarding the ownership of brands and intellectual property, intending to gradually hand it over to a DAO for oversight and management. According to the schedule for the first phase, the team will first promote the establishment of a legal entity located in the Cayman Islands and appoint independent senior management for that entity.However, the transfer of ownership for the trademark rights related to the Aave brand, domain names, and code repositories is not included in the action scope of the first phase. Instead, it will be subject to approval through multiple rounds of governance voting that will be initiated later.

According to Whale Alert monitoring, at 23:01 Beijing time today, an unknown wallet unlocked 956,610 SOL (approximately 115.62 million USD) in staking.

According to foreign media reports, Goldman Sachs bankers earned huge commissions while handling SpaceX's IPO. As early as five years ago, when SpaceX was valued at only tens of billions of dollars, Goldman Sachs helped high-net-worth clients invest in the company.After SpaceX went public with a valuation of $1.77 trillion, clients who sold shares received substantial profits and paid Goldman Sachs hundreds of millions of dollars in commissions.

According to Lookonchain monitoring, Huang Licheng has won 10 PUMP trades continuously over the past 5 days, with a total profit of 1.34 million dollars.Currently holding 33,950 ETH long positions, valued at 92.56 million dollars; 409 BTC long positions, valued at 35.22 million dollars; 180,000 HYPE long positions, valued at 16.16 million dollars.

According to Lookonchain monitoring, ens.eth was sold again 4 hours ago for 1,097 ETH, worth 3 million dollars, at a transaction price of 2,743 dollars.

NVIDIA's stock price reached a new historical high after experiencing two months of sell-offs, rising as much as 2.9% during the trading session. The market is optimistic that AI entities will drive an increase in semiconductor demand, boosting stock prices.After NVIDIA announced an increase in its buyback plan by $150 billion, the stock price further rose. So far this year, the stock price has increased by about 27%, with a market capitalization of approximately $5.7 trillion, just under $300 billion away from $6 trillion.

The founder of Liebit Mining Pool, Jiang Zhuoer, posted on the X platform stating that the number of ETH queued for withdrawal from staking has risen to 850,000, with the waiting time increasing to 14.77 days, both of which are the highest within 2026. This indicates that a group of coin holders believes the current coin price is relatively high and needs to sell coins to lock in profits.

According to The Wall Street Journal, Matador Technologies announced that it has issued a total principal amount of $10.5 million in senior secured convertible bonds and currently holds approximately 168 bitcoins. The company funds its bitcoin treasury through common stock and secured convertible bonds.This issuance is part of its $100 million secured convertible bond program, with a remaining $89.5 million available for withdrawal in batches upon meeting regulatory approvals and other conditions. The company's average monthly cash operating expenses are currently about CAD 125,000, and it plans to further reduce this to approximately CAD 100,000. The company's shareholders will vote on the establishment of a new class of preferred stock on October 14.

Tesla (TSLA.O) deployed 13.7 gigawatt-hours of energy storage products in the third quarter.

According to monitoring by Lookonchain, trader 0xd9A2 went long on 2900 ETH with 20x leverage on Aster DEX, with a position value of approximately 7.97 million USD.Currently, the unrealized profit of this position has exceeded 1 million USD, with a return rate of 251.68%.

According to on-chain analyst @ai_9684xtpa's monitoring, a large holder suspected of taking profits on HYPE started accumulating 6.99 million dollars worth of ETHFI from September 29. Fifty minutes ago, they deposited 71,000 HYPE into the exchange (6.48 million dollars), with a deposit price of 91.26 dollars.Previously, on September 4, they offered 142,834.56 HYPE (12.3 million dollars) at a price of 86.15 dollars. If they sell this time, they will profit 362,000 dollars.

Due to the disruption of capacity expansion plans in the Middle East caused by the war between the U.S. and Iran, OPEC+ has postponed the oil capacity assessment work. This assessment aims to determine the oil production quotas for 2027, which was originally scheduled to be completed by the end of September 2026, and is now expected to be completed by mid-November.

Darkfost posted on platform X that Bitcoin is approaching the average cost price of two types of holding groups: investors holding for 18 months to 2 years have an average cost price of about $88,350, while investors holding for 6 to 12 months have an average cost price of about $89,200.Darkfost pointed out that the cost price is the average holding cost of the group, not a natural support or resistance level; as the price approaches this range, the behavior of related investors may change, and this area can be seen as a potential risk zone. The group of investors holding for 6 to 12 months has overall been at a loss for nearly a year, with some investors possibly having bought in at market peaks; some investors may sell after breaking even, while others may continue to buy to lower their holding costs.

S&P Global Ratings confirmed on October 1 that the issuer credit rating of the stablecoin protocol Sky Protocol is B-, with a stable outlook. S&P stated that Sky is advancing the Prime Agent ecosystem (formerly Stars or subDAO), which includes strategies such as over-the-counter lending with a scale of approximately $1 billion, accounting for about 10% of the total assets supporting USDS and DAI; these semi-independent entities use the Sky balance sheet for specialized investments within the risk parameters set by governance, while increasing management and monitoring complexity.The total supply of USDS and DAI increased from $7.7 billion in August 2025 to $9.5 billion. As of September 17, 2026, reserves are approximately $92 million, with a target of $150 million. Robust assets USDC and tokenized money market funds backed by government bonds total approximately $4.92 billion, accounting for about 50% of circulating USDS and DAI, up from 36% in August 2025. On-chain crypto lending has decreased to about 25% of the balance sheet, while over-the-counter crypto lending has increased to approximately $1 billion. Newly included assets include RLUSD, PYUSD, and USDG totaling approximately $392 million, as well as a tokenized fund investing in AAA-rated CLO shares of about $500 million.As of September 2026, the four major Prime Agents account for approximately 65% of the combined assets, with Spark accounting for 36%, Grove for 24%, Obex for 4%, and Osero for 1%.

Aave founder Stani Kulechov expressed disappointment on the X platform regarding the responses from the European Central Bank (ECB) and the European Banking Authority (EBA) to the MiCA consultation. He stated that both institutions not only advocate for banning stablecoin payment yields but also propose restrictions on crypto asset service providers (CASP) offering users access to DeFi, including services involving non-MiCA authorized stablecoin yield protocols.Kulechov indicated that the relevant opinions also involve restricting DeFi services to specific user groups through "suitability tests" and potentially establishing a certification system for DeFi lending protocols. He believes that if regulators decide which protocols are suitable for European users, it could lead to more closed ecosystems, weakening the liquidity and network effects of open DeFi, and limiting opportunities for European users to participate in on-chain finance.

According to GMGN data, the privacy narrative token MASK on the Solana chain has a market capitalization exceeding 35 million USD, setting a historical high, with a 24-hour increase of over 70%. The current market capitalization is 34.91 million USD, with a trading volume of 2.7 million USD during the same period.MASK uses ZEC as the base pair and provides liquidity through the ZEC/MASK trading pair, aiming to offer ZK privacy services for any cryptocurrency activities. The prices of related tokens are highly volatile, and investment should be approached with caution.

HL HUB (Community) posted on platform X that Hyperliquid expects to receive its first AQAv2 reserve yield distribution tomorrow. Approximately $14.5 million in passive income generated from USDC reserves will flow into the Assistance Fund for the purpose of repurchasing HYPE.It is reported that the revenue sharing mechanism of AQAv2 stipulates that Hyperliquid stablecoin deployers must allocate 90% of the reserve income from the stablecoin to the Hyperliquid protocol, and these earnings will be used 100% for the repurchase and destruction of HYPE tokens.The stablecoin reserve income distribution is settled on a 30-day cycle, and the income will automatically transfer to the Assistance Fund on the 8th day after the cycle ends. The formal revenue accrual will begin on August 26, and the first income payment will occur on October 3.