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Indian refiners are seeking crude oil purchases for delivery in November. Due to the sanctions bill signed by the United States last week, India may reduce its crude oil purchases from Russia.As the world's third-largest crude oil buyer, India has imported more than half of its total imports from Russia.

According to Ai Yi's monitoring, a certain address went long on BTC and ETH worth $85.36 million at the beginning of July. Currently, the address holds a 40x long position of 1,000 BTC, valued at $83.90 million, with an opening price of $62,353.6, making a profit of $21.42 million, becoming the address with the highest profit in Hyperliquid BTC.At the same time, it holds a 20x long position of 10,000 ETH, valued at $27.01 million, with an opening price of $1,761.94, making a profit of $9.36 million.

Driven by the favorable impact of the new AI model Jev, the AI concept token ORBIO in the Robinhood chain ecosystem has increased sixfold in the past week, with a current market value of 83.19 million USD.TradingBeats monitors that a certain smart money invested 1,400 USD at the initial launch of the token when it was valued at 70,000 USD, and then locked in a profit of 16,800 USD when the market value reached 6 million USD. A portion of their holdings has been retained until now, and their cumulative unrealized profit has reached 1.45 million USD, yielding over a thousand times profit.

According to on-chain analyst Ai Yi (@ai_9684xtpa), address 0xd2b...5775e withdrew 31,536 VVV from KuCoin half an hour ago, worth approximately 1.06 million USD, with an average entry price of about 33.56 USD.This address also built a position 2 days ago, currently holding a total of 47,758.59 VVV, with a total value of approximately 1.507 million USD, an average withdrawal price of 31.57 USD, and a current floating profit of about 87,000 USD.

According to TechPowerUp, Chinese DRAM manufacturer Changxin Storage (CXMT) expects to reach a monthly production capacity of approximately 350,000 DRAM wafers by the end of 2026, while Micron estimates around 375,000 wafers during the same period. The cleanroom construction cycle for Changxin Storage is about 12 months, shorter than the industry norm of 21 to 24 months.Due to U.S. sanctions preventing access to EUV, Changxin Storage is using older DUV lithography and multi-patterning technology. The company has begun shipping 16 Gb DDR5 chips at a speed of 8000 MT/s, with a chip area of 67 mm² and a density of 0.239 Gb/mm², where the G4 unit is 20% smaller than the G3. The 24 Gb modules are being mass-produced at approximately 6000 MT/s, and LPDDR5X-10667 modules (12 Gb and 16 Gb) have also entered mass production. The Chinese government is encouraging Changxin Storage to transfer DRAM IP to domestic manufacturers such as JHICC, Swaysure, and Yangtze Memory Technologies (XMC).

The Bank of Korea (BOK) has launched the first 24-hour Korean won settlement network pilot, aimed at allowing foreign investors to settle won transactions outside of normal banking hours in South Korea. The central bank announced on Monday that its international wire transfer network has begun trial operations with four domestic banks: KB Kookmin Bank, Woori Bank, Hana Bank, and Shinhan Bank. Full operations are expected to start in January 2027, at which point participation will expand to other institutions and foreign banks.The network operates 24 hours a day on weekdays, excluding weekends and public holidays. Foreign investors can settle won transactions during their domestic business hours by registering a Foreign Institution (RFI-K) account for won services, without the need to open an account directly with a South Korean financial institution. The Bank of Korea stated that the network is expected to enhance the international status of the won by improving foreign investors' access to won settlement infrastructure.In addition, the Bank of Korea is also experimenting with tokenized settlement infrastructure through the Agorá project led by the Bank for International Settlements, which completed a cross-border payment trial using tokenized central bank reserves and commercial bank deposits, including the won, in July. The Bank of Korea is simultaneously advancing the Hangang project, a blockchain-based pilot that utilizes wholesale central bank digital currency to settle tokenized commercial bank deposits.

Recently, the on-chain perpetual contract protocol Travix, which focuses on computing power asset trading, completed its seed round financing. The disclosed investor in this round is Amber Group, but the financing amount has not been disclosed. The funds will be used to accelerate the deep construction of perpetual contracts for computing power assets and exotic assets such as East Asian stocks, expand trading pairs for Compute-Led RWA like chips and storage, promote the development of the "Financial World Model," deepen the development and deployment of a trusted AI agent trading engine, and expand global markets and multilateral ecological construction as well as launch trading promotion incentive programs.It is reported that Travix is a new generation PerpDEX protocol built on a modular blockchain architecture, adopting a hybrid architecture of offline high-performance matching and on-chain settlement, achieving millisecond-level processing efficiency, and introducing a unified account management model. Its core directions include: perpetual contracts for computing power assets, supporting hardware asset trading such as H100 chips and storage; the Financial World Model, which transforms probabilistic events such as policy implementation and product launches into quantifiable event trading signals; and trusted AI agent trading, supporting users in deploying automated strategies through the Agent Engine.Travix claims that its goal is to achieve the integration of computing power assets, probabilistic trading, and trusted agents, creating a new generation of decentralized perpetual contract entry point where "trading is understanding the world."

The Tianyancha App shows that recently, the associated company of Zhipu AI, Beijing Zhipu Huazhang Technology Co., Ltd., has undergone a business change, with registered capital increased from approximately 46.56 million RMB to approximately 48.76 million RMB.The company was established in June 2019, with Liu Debing as the legal representative. Its business scope includes the development of basic software for artificial intelligence, the development of application software for artificial intelligence, data processing and storage support services, information technology consulting services, etc., jointly held by Tang Jie, Tianjin Sankuaike Technology Co., Ltd., Guangxi Tencent Venture Capital Co., Ltd., and others.

PPP prediction market tool monitoring shows that the probability of Polymarket "Anthropic's next generation Claude Opus will be released before September 27" has risen to 90%, up 13% in 24 hours; the probability of it being released before September 30 has risen to 94%, up 7% in 24 hours.According to the settlement rules, if Anthropic's next Claude Opus model is made publicly available before the specified date (Eastern Time ET), the prediction market will settle as "Yes"; otherwise, it will settle as "No". Claude Opus refers specifically to the model explicitly named "Opus" by Anthropic; models released under other names, such as Sonnet, Haiku, Fable, or Mythos, do not qualify. Additionally, qualifying models must have been officially launched and made publicly accessible, including open testing or public rolling waitlist registration. Closed testing or any form of private access does not qualify for settlement.

The U.S. House Financial Services Committee passed the amended H.R. 8957, the U.S. Reserve Modernization Act, with a vote of 28 to 21, aiming to incorporate the U.S. strategic Bitcoin reserve and digital asset reserve program into federal law. The bill proposes that Bitcoin legally held by the federal government and without other statutory purposes must be held for at least 20 years from the effective date of the bill, during which it cannot be sold, exchanged, auctioned, pledged, or disposed of in any other way.The bill still needs to be passed by the House, the Senate, and signed by Trump. The bill also requires the Treasury Department to establish relevant reserves within 180 days of its enactment and to publish an annual reserve certification report covering holdings, transactions, and private key control. The Treasury Department and the Department of Commerce will study legal and budget-neutral ways to increase Bitcoin holdings, but this provision does not authorize direct purchases.

Mustafa Suleyman, head of AI at Microsoft, stated in a CNN program that concerns about China's progress in the AI field should not be used as a reason to oppose setting safeguards for this rapidly developing technology. He said, "I believe we should not use China as a shield to avoid advancing our own AI safety work."This statement contrasts with President Trump's call for essentially unrestricted development of AI. The Microsoft AI team released a declaration last Tuesday, aiming to ensure that humanity always maintains control over the AI systems developed by the company. Suleyman pointed out that regulation should not be seen as a bad thing, but rather as a means to establish common norms and standards to enhance safety; regulation does not necessarily slow us down. The report was published on September 21, Beijing time, according to Bloomberg.

According to the token unlock data from the crypto asset data platform RootData, Moonbirds (BIRB) will unlock approximately 27.08 million tokens at 1 PM Beijing time on September 28, with a value of about 1.76 million USD.

According to token unlocking data from the crypto asset data platform RootData, Plasma (XPL) will unlock approximately 29.722 million tokens at 12:00 PM Beijing time on September 28, worth about 28.47 million USD.

According to BBX data, last weekend, global publicly listed treasury and mining companies in the U.S. announced their latest accounts regarding digital asset allocation, note financing, and liquidity management. The core updates are as follows:Evernorth Holdings plans to issue $30 million in convertible senior notes, specifically for increasing its holdings in XRP and ecological expansion: The treasury company Evernorth Holdings submitted an 8-K filing to the U.S. SEC, disclosing that it has signed a subscription agreement with a trust under South Korea's NH Investment & Securities, planning to issue convertible senior payment-in-kind (PIK) notes with a scale of $30 million, an annual interest rate of 4%, and maturing in 2031. The formal effectiveness of the notes is contingent upon the completion of the business merger transaction between Evernorth and the SPAC company Armada Acquisition Corp. II (expected to close in the fourth quarter of 2026). The proceeds will be fully used to purchase XRP in the secondary market and participate in XRP-related ecological businesses. Noteholders can convert the notes into the company's Class A common stock one year after the effective date, with an initial conversion price of approximately $10.20 per share.Bitdeer (NASDAQ: $BTDR) disclosed weekly mining data, producing 287.2 BTC fully liquidated: The Nasdaq-listed Bitcoin mining company Bitdeer announced its latest Bitcoin holdings data. As of the week of September 18, its self-operated Bitcoin mining output was 287.2 BTC, and it sold 287.2 BTC in the open market during the same period, resulting in a net addition of 0 BTC for the week. The balance sheet continues to implement a liquidity strategy of immediate sale upon production, maintaining zero Bitcoin retention.

According to Arkham monitoring, trader 0x0c5 holds a long position in ETH worth 29.6 million dollars on the Hyperliquid platform (20x leverage, entry price 2482.2 dollars), which was established three weeks ago.Four days ago, this position was in an unrealized loss of about 1.6 million dollars. With ETH rising by 5.5%, it is currently in an unrealized profit of 2.29 million dollars.

The AI wave is breaking the traditional asset diversification logic of pension and sovereign funds, with risks spreading from technology stocks to multiple areas such as private equity, corporate bonds, and infrastructure. Institutional investors are beginning to reassess the AI exposure of their entire portfolios.Goldman Sachs estimates that AI infrastructure-related companies account for about 40% of the total market capitalization of the S&P 500; Apollo data shows that this year, AI-related issuances have accounted for nearly half of the investment-grade bond issuance and 87% of venture capital funding. Monte Tarbox, Chief Investment Officer of the New York City Retirement System, recently rejected a fundraising request due to an overweight position in a private equity fund related to AI.Institutions currently face the challenge of lacking a unified standard for measuring AI exposure. The Los Angeles County Employees Retirement Association estimates that 8% to 19% of its holdings are related to AI; a survey by Invesco of 90 sovereign wealth funds shows that more than half list market concentration as the primary risk of AI investment. Some large institutions are beginning to adopt a holistic portfolio approach to track AI-related exposure and the correlations between assets, while some institutions are starting to use AI tools to monitor their own portfolios.

According to X user @UngusTrade's post on September 21, a commit named "Binary options support" recently appeared in Lighter's prover code repository, which describes ZK circuits that support Lighter. The code shows that this implementation is for standard binary outcome contracts, with a settlement cap for each market, typically set at 100 for prediction markets, where share prices trade between 0 and the cap, settling at either 0 or the cap. The contracts are fully collateralized in USDC, with no leverage and no liquidation.It is noteworthy that the circuit supports continuous markets, allowing for settlement at any value within a range, thus enabling contracts based on measurements, rather than just yes or no events. Additionally, Lighter may allow whitelisted operators to create, manage, and settle markets, similar to the deployment model of HIP-3. Currently, Lighter has not commented on this.

Uniswap founder Hayden Adams stated on the X platform that the original domain holder of Uniswap.com had asked for a seven-figure sum, but the team refused to pay. SBF subsequently purchased the domain for a seven-figure amount and pointed it to a fork project. Due to the malicious use of the domain, the legal team ultimately acquired the domain for free.

0G launched Compute Finance (ComFi) on September 21, and introduced the liquid staking product Ascend, while also announcing that the computing power-based digital asset Infinite AI (iAI) will be launched on September 29. Users can stake 0G to receive a0G, use a0G to mint iAI, and then stake eligible iAI to earn computing power points, which can be used for supported 0G AI products such as 0G Private Computer.According to the initial parameters, eligible staked iAI can earn computing power points daily, with a calibrated use value exceeding 1 dollar in supported 0G AI services. When 0G Private Computer goes live, it will connect to over 130 AI models. Computing power points are only used for eligible AI services and do not constitute cash, cash equivalents, or any guaranteed financial returns. iAI is also expected to be launched on 0G's agent and token issuance platform Comfy.fun.