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According to the QCP Group market report, the macro narrative has completely reversed in three weeks, and the consensus of "rate hike in October" has been fully priced out, with expectations for a Federal Reserve pause heating up. In September, U.S. non-farm employment increased by only 29,000, far below the expected 84,000, the unemployment rate rose to 4.2%, and wage growth slowed to 3% (the lowest since May 2021). The soft employment data supports the judgment of a pause in rate hikes in October, and the current probability of a rate hike has dropped to about 22%.Bitcoin is currently priced at $86,700, with technical support at $85,000/$83,000 and resistance at $87,200/$90,000; Ethereum is currently priced at $2,725, with support at $2,650/$2,550 and resistance at $2,735--$2,800. The core event this week is the FOMC meeting minutes released at 2:00 AM Beijing time on October 8, where the market will focus on interpreting whether hawkish dissent has weakened and the pricing direction ahead of the CPI data on October 14.

According to Arkham, a user on the Fomo platform named "scout" invested $12,700 in ZCAT five weeks ago when its market value was $127,000. This position was worth $1.65 million at its historical peak. He has cashed out $19,000 and still holds $416,800, making a profit of $422,000, with a return of about 33 times.

According to Catcher Predict monitoring, the event "Power Balance: 2026 Midterm Elections" is currently among the hottest trades on the prediction market Polymarket, with a cumulative pool size reaching 178 million dollars. The option with the highest market consensus is "Democratic Party Victory," corresponding to a winning probability of approximately 66.5%.

According to Hyperliquid on-chain data, the address 0xec4a...cf62 increased its long positions in BTC and ETH between 13:24 and 13:30. Among them, the BTC long position increased from about 260 to about 360 (worth approximately 30.93 million USD), with an opening price of 84,931 USD and a liquidation price of about 63,450 USD; the ETH long position increased from about 1,637 to about 3,719 (worth approximately 10.09 million USD), with an opening price of 2,689 USD and a liquidation price of about 533 USD.The account value of this address is approximately 5.35 million USD.

According to The Block, Kraken's parent company Payward has partnered with Singapore Gulf Bank to provide 24/7 settlement services for institutional digital asset clients.Payward stated that it has connected to the bank's real-time multi-currency clearing network SGB Net. Initially, this settlement service will offer USD transaction settlements to select clients, with plans to expand to more currencies in the future.

According to on-chain analyst @ai_9684xtpa's monitoring, an ancient Ethereum whale with a cost of only $11.61 has reportedly sold after being silent for 6 months, with potential profits of about $36.21 million.2 hours ago, this address deposited 13,330 ETH into Coinbase, worth approximately $36.37 million, with the ETH price at $2,728.59 at the time of the deposit. If this deposit is used for selling, it is expected to yield a profit of about $36.21 million, with a return on investment as high as 23,402%.

According to Bitcoin.com, the Ethereum Foundation and Open Anonymity Project have launched zkAPI on the Ethereum mainnet. This system allows users to pre-deposit amounts in ETH, USDC, and other currencies, separating billing identity from requests when paying for AI and other usage-based services.After users deposit funds, they can authorize payments using zero-knowledge proofs and one-time API keys. After the server verifies the payment proof, it generates a short-term key with a set limit, allowing AI service providers to receive prompts without knowing the corresponding payment identity.zkAPI does not hide the content of the prompts; AI service providers can still read the prompts and responses; stable IP addresses, time patterns, and repetitive behaviors may also be linked to user identities. The project repository marks zkAPI as an experimental project.

According to Lookonchain monitoring, Huang Licheng has made a profit 2 times in PUMP trading, with a total of 12 profitable trades in the past week, accumulating a profit of 2.14 million dollars.His current long positions include 34,100 ETH, worth 92.98 million dollars; 456 BTC, worth 39.41 million dollars; 174,500 HYPE, worth 15.84 million dollars; and 425 million PUMP, worth 2.72 million dollars.

According to Arkham monitoring, the whale 0x80e previously purchased 1.945 million ONDO at an acquisition price of approximately $0.263. After holding for 5 months, the value of its ONDO holdings has significantly increased, and its current holding value has risen to about $1 million.Data shows that these ONDO tokens are still stored in the trader's wallet and have not been transferred or sold.

Michael Saylor, the founder of Bitcoin Treasury Company Strategy, posted on the X platform stating that Bitcoin can serve different types of investors. BTC provides direct ownership, MSTR offers leveraged Bitcoin exposure, while STRC provides income opportunities, and its 30-day price volatility is lower than all "Seven Giants" stocks.Michael Saylor added that digital capital is the foundation of digital equity and digital credit.

According to the token unlocking data from the crypto asset data platform RootData, Rain (RAIN) will unlock approximately 3,625,682 tokens at 11:00 AM Beijing time on October 12, with a value of about 417 million USD.

According to token unlocking data from the crypto asset data platform RootData, Aptos (APT) will unlock approximately 4.17 million tokens at 8:00 AM Beijing time on October 12, worth about 3.35 million USD.

Liquid Capital founder Yi Lihua published an article discussing the current state of the cryptocurrency primary market. He stated that the main reasons for the decline of the cryptocurrency primary market are: "First, the narrative has collapsed; from white papers to institutional endorsements to TVL manipulation, the basic market is no longer buying in. Second, there is a supply imbalance; now there are tens of thousands of projects, and it is extremely difficult for excellent projects to emerge. Third, the 1 plus 3 unlocking mechanism essentially targets VCs, allowing projects, market makers, and exchanges to run first. Fourth, the cost of listing coins; now primary projects require high valuations and large financing mainly because of several leading centralized exchanges going live, with an average cost needing tens of millions of dollars."Yi Lihua believes that industry leaders need to truly focus on building, such as improving the coin listing selection method on Binance. Under the current model, even if Vitalik Buterin's ETH were to come today, it would not be able to list on Binance. Additionally, the 1 plus 3 unlocking mechanism should be completely abolished; VCs bear the greatest risk and should not be burdened with the worst unlocking terms, as the success or failure of a project is fundamentally not determined by VCs.Finally, cryptocurrency projects need to return to real revenue and buybacks. The sustained prosperity of the U.S. stock market over the years is primarily due to performance growth and the encouragement of shareholder returns. This is what industry leaders should be doing, allowing secondary market investors to truly find quality projects.

According to Arkham monitoring, a suspected IOSG Ventures institutional wallet staked 75,000 LINK this morning, worth approximately $1.06 million. The address then also withdrew over $11,000 in LINK staking rewards.Monitoring shows that the staked LINK tokens mainly came from another wallet address 0x18a, rather than being purchased through centralized or decentralized exchanges.

According to the market intelligence platform Liquid24/7.xyz, Binance's perpetual BTC has about 200.98 buy orders at the price level of $86,620, with a nominal value of approximately $17,409,200, which is about 0.00% retracement from the mid-price of around $86,620 at that time.The total buy orders at the near end amount to approximately $53,411,800, while the sell orders are about $39,982,400, resulting in a net buy of approximately $13,429,400, accounting for 14.38% of the total depth. This buy order is the most prominent support at the near end.

According to GMGN market data, Robinhood's meme stock BONER has risen against the trend, with its market value once surpassing 70 million dollars, approaching its historical high. As of the time of writing, BONER is reported at 66.4 million dollars, with a 24-hour increase of 17.8%.In terms of news, Bloomberg published a special report on Robinhood's meme stocks on October 2. Cryptocurrency KOL Eric, in an interview with Bloomberg, stated that meme stocks are "a characteristic of the times and also a future trend." Additionally, Eric, as a major holder of BONER, specifically introduced the BONER token to Bloomberg.Stock Meme is an emerging play that directly combines traditional meme coins with tokenized U.S. stocks: meme coins are no longer paired with USDT or ETH but are directly paired with on-chain U.S. stock tokens (such as NVDA, TSLA, AAPL, etc.). This retains the speculative attributes of meme coins, which are highly volatile and community-driven, while also leveraging the popularity and narrative of real stocks. Transaction fees often partially flow back into the community treasury to accumulate corresponding U.S. stock tokens, forming a dual-driven model of "sentiment speculation + real asset anchoring."

According to Lookonchain monitoring, Patricio Worthalter deposited 4,000 ETH into Gemini, worth 10.79 million dollars.

Aptos governance proposal #206 is currently voting, proposing to enable the ChunkyDKG V1 full mode and the encrypted_transactions feature. This mechanism will support encrypted transactions through distributed key generation, hiding their content before the transactions enter consensus ordering, and then collaboratively decrypting by validators, which helps reduce front-running and MEV risks.The proposal voting will end on October 6, and currently, the approval rate is close to 100%, but the voter turnout is only 2.69%, which has not yet reached the quorum requirement of 24.8%.

According to the GoPlus security team, an unclaimed treasury contract on the Base chain was attacked. The attacker added a malicious contract to the lending whitelist through Safe multi-signature and withdrew 1783 aBaswstETH, then redeemed approximately 1783 wstETH on Aave V3, resulting in a loss of about 6 million dollars.It is reported that the attack stemmed from failures in multi-signature governance and access control. The project team had not executed Safe transactions on the treasury contract for 25 days prior to the attack, which may have been due to social engineering attacks or internal collusion; the core contracts of Aave and the Base chain itself were not affected. As of the time of publication, approximately 31.7 million dollars in assets remain at risk in the attacked treasury.

According to the market information platform Liquid24/7.xyz, Coinbase's spot BTC has approximately 67.65 buy orders at the price level of $86,165, with a nominal value of about $5.829 million, retracting about 0.37% from the mid-price of approximately $86,488 at that time.The total near-term buy orders amount to approximately $20.0554 million, while sell orders are about $24.5673 million, resulting in a net sell excess of approximately $4.512 million, accounting for 10.11% of the total depth.