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Bitfinex Alpha's latest report indicates that whether Bitcoin can regain the $84,500 level this week will depend on whether the U.S. CPI data changes market expectations for interest rates and yields, as well as whether spot market buying can follow up.This round of correction is similar to several adjustments during the previous recovery phase, with investors holding costs within the original trading range not showing significant sell-offs. However, spot market buying remains a weak link in the current market, with Bitcoin ETF investors' average holding cost around $84,340, and the current price is below this level, leading some investors to potentially sell when the rebound approaches their cost level.Analysts believe that if this week's core CPI month-over-month increase is 0.2% or lower, it may reduce market rate hike expectations and drive yields down, providing room for BTC to rise; if the core CPI reaches 0.3% or higher, it may continue to suppress the performance of risk assets. BTC may oscillate in the range of $81,300 to $84,500 in the short term. If the price breaks through and stabilizes above $84,500, while ETF fund flows are strong, the market may retest the $87,722 level from the beginning of the year; if it falls below $81,300 with continued fund outflows, it may further dip to around $77,400, which is the true market average level.

According to Bloomberg, the fintech company OPay Digital Services Ltd., backed by SoftBank, plans to raise approximately $500 million through an IPO in New York and a private placement.Sources revealed that the financing includes about $200 million in a concurrent private placement, with Standard Bank Group as the investor. As the information has not yet been made public, the sources requested anonymity.OPay primarily provides services such as mobile payments and digital finance. If the plan to go public in the U.S. proceeds, it will become another company supported by SoftBank seeking to raise funds in the public capital markets.

According to PRNewswire, Ethereum treasury company Bitmine Immersion Technologies disclosed an increase of 12,532 ETH last week. Currently, the company's cryptocurrency holdings include 6,028,946 ETH, 214 BTC, equity in Eightco Holdings worth 85 million yuan, and shares in Beast Industries valued at 180 million dollars.Currently, Bitmine has staked 5,067,309 ETH (worth approximately 12.9 billion dollars).

According to GlobeNewswire, the Nasdaq-listed Solana treasury company DeFi Development (DFDV) disclosed that it increased its holdings by approximately 22,070 SOL last week, bringing its total holdings to about 2.5862 million, valued at approximately $302 million.The company stated that since the announcement of its second-quarter financial report on August 12, its SOL and equivalent asset reserves have grown by about 12%. Additionally, the recently established $300 million over-the-counter issuance plan (CHAD ATM) will provide an additional source of funding for the continued expansion of SOL reserves in the future.

According to on-chain analyst Yu Jin's monitoring, the NASDAQ-listed SOL treasury company SkyAI (SKYA) is liquidating its SOL reserves. About half an hour ago, the company transferred 211,623 SOL to Coinbase Prime.SKYA announced yesterday that it has recently sold approximately 1 million SOL. Including the approximately 211,600 SOL transferred to the trading platform today, the company is expected to have sold a total of about 1.25 million SOL in the past 5 days, valued at approximately 138 million dollars at current prices.According to the company's announcement, this sale of SOL reserves is to repurchase 95% of its issued shares.

According to Catcher Predict monitoring, in the predicted market Polymarket for the event "Shanghai Rolex Masters: Zizou Bergs vs Carlos Alcaraz," the sub-market "Shanghai Rolex Masters: Zizou Bergs vs Carlos Alcaraz" option "Zizou Bergs" has experienced a dramatic fluctuation in winning probability, soaring from 10.5% an hour ago to the current 55.5% (a fluctuation of 45%). Please note the impact of related breaking news.

CryptoQuant analyst Axel Adler stated that the market absorbed 220,374 BTC last week, while the net flow to exchanges remained negative at -3,863 BTC.He pointed out that despite the high inflow of Bitcoin to exchanges, the net outflow data indicates that buyer demand in the market is still stronger than selling pressure, showing that some funds are absorbing market supply.

According to Cointelegraph, the Australian Securities and Investments Commission (ASIC) has proposed to expand the regulatory scope of Contracts for Difference (CFD) to include derivatives settled using digital assets.ASIC aims to add contracts settled through the transfer of digital assets to its definition of CFDs, rather than being limited to contracts settled in cash or offset transactions, provided that these contracts meet other identification criteria for CFDs. If the proposal is approved, Australian traders using crypto-settled CFDs will receive the same protections as cash-settled CFD traders.ASIC has made it clear that certain cryptocurrency futures and options with fixed expiration dates will remain outside this framework. CFDs allow traders to speculate on price fluctuations without holding the underlying asset. The current framework implemented in Australia since 2021 includes safeguards such as leverage limits, mandatory margin calls, and negative balance protection, which limits customer losses to the funds within their CFD trading accounts.ASIC is seeking feedback from the industry and stakeholders on the proposed expansion and revisions, with a deadline of November 9. This move comes as Australia strengthens its broader regulatory framework for digital assets.In April of this year, Australia legislated to include cryptocurrency exchanges and tokenized custody platforms within its financial services licensing framework, with the new system set to take effect on April 9, 2027. ASIC has also required crypto companies relying on temporary enforcement exemptions under existing financial services laws to apply for licenses or seek changes to existing licenses by September 30.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $63,529.58 in a single bet on "LoL: BNK FEARX vs JD Gaming (BO5) - Demacia Cup Global Invitation Tournament Playoffs" event, specifically on "Game 2 Winner." Based on the current transaction price, the latest corresponding winning probability for this bet is 41%.

According to Bitcoin News monitoring, the Lightning Development Kit (LDK) has released a security update that fixes vulnerabilities that could allow malicious nodes to steal funds. The most serious vulnerability involves Lightning channel reconnections. According to Bitcoin Optech, malicious nodes may falsely claim that they did not receive previously confirmed channel updates.The vulnerable LDK software could subsequently sign conflicting commitment transactions without properly recording the related transactions, allowing attackers to regain Bitcoin after forwarding the payment is completed. Versions LDK 0.2.7 and 0.1.13 have fixed this vulnerability. As of the reviewed disclosure information, no confirmed losses caused by these specific vulnerabilities have been found.

According to Euronews, the Finance Committee of the French National Assembly voted last week to pass several amendments to cryptocurrency taxation. According to the proposal, residents holding over 800,000 euros in cryptocurrency assets who move abroad will be subject to an exit tax starting in 2027, covering foreign platform tokens and self-custody wallets, with the tax rate yet to be specified; those migrating within the European Union can apply for a tax deferral, and assets held for 2 to 5 years may be exempt from tax.Additionally, self-custody wallets valued at over 100,000 euros at the end of the year must be declared, or they will face a fine of up to 10,000 euros; the exchange of cryptocurrency assets for stablecoins will also fall under the current unified tax rate of 31.4%.It is worth noting that the committee rejected the budget revenue portion with a vote of 31 to 3, so the aforementioned amendments must be resubmitted this Tuesday and will be voted on again on October 20, with a full case vote scheduled for November 17 before being handed over to the Senate for review.

According to Coinglass data, if BTC falls below $79,598, the cumulative long liquidation intensity on mainstream CEX will reach $1.499 billion. Conversely, if BTC breaks above $87,602, the cumulative short liquidation intensity on mainstream CEX will reach $1.412 billion.

Standard Chartered Bank announced that it has launched institutional custody services for Ripple's stablecoin RLUSD through its Dubai International Financial Centre branch, supporting the operation of this stablecoin on the XRP Ledger, allowing qualified institutional clients to use its digital asset custody infrastructure.Standard Chartered plans to extend the collateral mirroring model to institutional trading company LMAX Group, allowing clients to use RLUSD as trading collateral while the tokens remain held in the bank's custody. This model enables LMAX to confirm the value of qualified RLUSD holdings without requiring clients to transfer tokens, which Standard Chartered claims reduces transfer-related risks and helps institutions manage counterparty exposure.The issuer of RLUSD, Ripple, and LMAX Group announced a partnership in January 2026 to expand the institutional use of this stablecoin. Standard Chartered stated that the new collateral functionality still needs to meet conditions such as final documentation, testing, regulatory requirements, and internal approvals.

According to data from the Gate platform, Tesla (TSLA) and SpaceX (SPCX) both closed higher, reporting $382.70 (+2.05%) and $162.57 (+1.24%) respectively. Driven by the strength of the underlying assets, the open interest of Gate's related stock perpetual contracts also increased.According to CoinGlass data, the 24-hour open interest for Gate's SPCX stock perpetual contracts reached $148 million, ranking second in the industry; the 24-hour open interest for Gate's TSLA stock perpetual contracts reached $19.8131 million, ranking among the top three in the industry.Currently, Gate's stock perpetual contracts support popular stocks from multiple markets including U.S. stocks, Hong Kong stocks, Korean stocks, and Japanese stocks, and has further launched an innovative sector that supports up to 75 times leverage trading. The first batch of the innovative sector includes 40 popular stock perpetual contracts, covering market favorites such as Changxin Storage, Yushu Technology, and CATL, providing users with diversified trading opportunities 24/7.

According to monitoring by Token Terminal, since the launch of Robinhood Chain on July 1, the weekly trading volume of tokenized stock decentralized exchanges (DEX) has increased by 447%, rising from an average of $627 million per week to $3.4 billion.

SWI Group has raised 800 million euros (approximately 895 million dollars) from institutional investors to expand its artificial intelligence data center and computing power infrastructure layout in the United States and Europe.The company also plans to transform eligible old Bitcoin mining sites into artificial intelligence infrastructure and is actively seeking to reach cooperation agreements with hyperscale cloud service providers.

Bitget's Head of Greater China, Xie Jiayin, shared his thoughts on attending Token2049 in Singapore on Twitter.First, users are becoming increasingly professional and are starting to redefine products. The demand for options, strategy squares, and other tools that enhance capital efficiency is being proposed by users. For institutions, the improvement in capital efficiency brought about by tokenization is a core demand.Second, the bubble is clearing, and projects are beginning to de-tokenize. They are no longer solely relying on issuing tokens for marketing but are instead creating real value through payment, asset management, and brokerage services.Third, the industry is welcoming a clear regulatory framework, which will inevitably bring short-term pain. In the long run, compliance and institutionalization will drive the industry to mature into a robust financial infrastructure.

According to foreign media reports, at a forum held by DBS Bank on Monday, Jensen Huang stated that the performance of Chinese AI models (including DeepSeek, Kimi, and GLM) has already been outstanding.Jensen Huang claimed that he is a staunch supporter of open source, stating that open source is the best way to drive efficiency improvements, and the market will determine which models are most suitable for different application scenarios. He also mentioned that quantum computing may enter mainstream applications within the next 3 to 5 years, and software will play an important role in promoting the efficient use of related infrastructure.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "LoL: BNK FEARX vs JD Gaming - Demacia Cup Global Invitation Playoffs," the "Odd" option in the sub-market "Total Kills Odd/Even" has experienced a dramatic fluctuation in win rate, plummeting from 56.5% an hour ago to the current 27.5% (a fluctuation of 29%). Please note the impact of related breaking news.