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The Bitcoin Market Report for the third quarter of 2026 published by 21shares shows that Bitcoin rose by 42.7% in the third quarter.In terms of demand structure, the net increase in U.S. spot Bitcoin ETF holdings was 79,800 BTC, valued at approximately $6.2 billion, nearly double the newly mined supply of 41,300 BTC during the same period, replacing Bitcoin Reserve Company as the main source of market demand.In contrast, the purchase scale of Bitcoin Reserve Company dropped from $7.1 billion in the second quarter to about $1 billion in the third quarter.Meanwhile, long-term holders reduced their holdings by 248,000 BTC in the third quarter, valued at approximately $17.4 billion, nearly three times the net increase in ETFs during the same period.On the miner side, in September 2026, miner revenue exceeded estimated total mining costs by 6%, ending a previous state of being below the breakeven line for 10 consecutive months. BTC transaction fees only covered 0.67% of the Bitcoin network's security costs of $2.96 billion in the third quarter; based on the price and network hash rate in September 2026, after the halving in 2028, block reward income is expected to cover only 80% of miners' electricity costs.

Kimi, a subsidiary of the artificial intelligence company Dark Side of the Moon, has released a game development and creative work solution that allows AI Agents to move from assisting in programming to participating in the entire workflow of game production, from gameplay design, 3D modeling, engineering development to publishing and operations. The solution is based on K3.1 Pro, Kimi Code, and Kimi Work, and can operate professional tools such as Unity, Unreal Engine, and Blender through plugins.Kimi can modify existing projects, run games independently, view test recordings, and continue to make modifications after identifying issues. In the official demonstration, after the planner provided reference images, videos, and gameplay requirements, Kimi was able to create a 2.5D action game prototype with mechanics such as sword swinging, dodging, and blocking using Godot. The official claim states that even without programming experience, there is a chance to create a playable version within 1 to 2 days.In another demonstration in collaboration with Unity China, Kimi worked continuously for 20 hours without human intervention, reproducing the original work and delivering a native project that can be further developed. Dark Side of the Moon also uses the solution for game publishing and long-term operations, including mass production of advertising materials, analyzing player feedback, handling community content and localization, as well as integrating AI dialogue capabilities for game NPCs through APIs.

According to PR Newswire, Luda Technology Group Limited (NYSE American: LUD) announced that the company signed a share purchase agreement on October 29, intending to acquire 55% of Asia AI Data Centre & Quantum Technology for $935,000, officially laying out its operations management business in computing power infrastructure.

According to PR Newswire, global AI solutions company RWS announced that it has officially completed the acquisition of Acolad's parent company Acogroup after completing the relevant labor negotiations and obtaining all regulatory approvals, with the transaction amount undisclosed.This acquisition will further expand RWS's business layout in the European and North American markets. Acolad customers will gain access to AI technologies and platform support from RWS, including Language Weaver Pro, Trados, and Cultural Intelligence Layer, enhancing the intelligence of enterprise content processing, translation, and localization workflows. The two parties will also integrate professional capabilities in regulated industries such as interpretation, transcription, data services, and life sciences.

According to Bloomberg, Anthropic plans to issue shares in Japan, raising up to $3.5 billion.

According to Ember Monitoring, the hacker address of Pando Rings previously purchased 7,548 ETH and recently transferred 4,000 of them to Tornado Cash.

According to an announcement from the Hong Kong fintech company Round Coin Technology, as part of its collaboration with HashKey On-Chain institutional finance, the US dollar stablecoin RDUSD will be deployed on HSK Chain. Both parties will explore the applications of the stablecoin in cross-border payments, global fund management, and the tokenization of real-world assets.According to the cooperation and product plan, RDUSD will be issued by Anchorage Digital Bank, designed to be pegged to the US dollar at a 1:1 ratio, and will undergo third-party audits. The announcement stated that this stablecoin is not licensed by the Hong Kong Monetary Authority and is only available to professional investors in Hong Kong.

According to statistics from Cai Lian She Venture Capital Tong, 76 chip design companies on the Sci-Tech Innovation Board have disclosed their third-quarter reports, among which 67 companies have positive revenue growth (accounting for 88.16%), and 53 companies have positive net profit attributable to shareholders (accounting for 69.74%). The industry as a whole is recovering, with storage and computing power becoming the two main lines of performance elasticity.The storage segment performed outstandingly, with Changxin Technology achieving revenue of 269.024 billion yuan in the first three quarters, a year-on-year increase of 738.5%; Baiwei Storage reported revenue of 21.717 billion yuan, a year-on-year increase of 230.3%; and Dongxin Co., Ltd. reported revenue of 3.292 billion yuan, a year-on-year increase of approximately 475%. The computing power and interconnect segments followed closely, with Cambrian achieving revenue of 9.526 billion yuan, a year-on-year increase of 106.8%; Haiguang Information reported revenue of 14.955 billion yuan, a year-on-year increase of 57.6%; and Lanke Technology reported revenue of 5.414 billion yuan, a year-on-year increase of 33.4%.In addition, among the 28 companies that reported losses in the same period last year, 13 have turned losses into profits, and 6 have narrowed their losses. Overall, the chip design segment has entered a structurally prosperous phase driven by demand for AI infrastructure.

According to local reports cited by Livecoins, the application period for licenses for virtual asset service providers (VASP) set by the Central Bank of Brazil ended on October 30. It is expected that 150 to 200 companies would participate, but only about 40 actually submitted applications, including large institutions such as Binance and Itaú.Companies that have applied can continue to operate during the Central Bank's review period. Companies that did not apply must exit the market in an orderly manner within one month from the deadline. The response time for new applications from the Central Bank can take up to two years.

According to Cointelegraph, several major investment platforms in India are expanding their channels for investing in U.S. stocks to meet the growing demand for overseas asset allocation among local investors.The report states that the relatively weak performance of the domestic stock market, the depreciation of the rupee, and the lack of sufficient AI-related listed companies in the local market are driving Indian investors to seek investment opportunities in U.S. tech stocks.

Galaxy Research Director Alex Thorn stated that the adjusted discount of Bitcoin on Coinbase relative to Binance's USDT has expanded to the largest level this year. However, Binance's previous suspension of withdrawals limited cross-platform arbitrage activities, making this price difference difficult to accurately reflect the true demand signals in the U.S. market.With Binance having resumed withdrawals, attention should be paid to whether the price difference between the two major exchanges will gradually narrow.

According to crypto journalist Eleanor Terrett, the number of issuers opposing the tokenization of company stocks by OKX in its joint venture project OKXICE with the Intercontinental Exchange (ICE) has increased to 50. The latest companies to join the opposition include Nike, Costco, Micron, Reddit, and Nvidia.It is reported that OKXICE initially planned to tokenize the stocks of 62 listed companies, and currently, 50 companies have expressed opposition, accounting for approximately 80.6% of the total number of companies intended for tokenization.

Hong Kong Interbank Clearing Limited disclosed the discovery of a fraudulent website that imitates its official website, luring users to recharge and withdraw through virtual wallets, and claiming to provide Fast Payment System (FPS) online transaction security support, including refunds, reporting unauthorized online transactions, and transaction support.Hong Kong Interbank Clearing Limited emphasizes that, under normal circumstances, it will not directly provide Fast Payment System services to individual members of the public, nor will it proactively contact individual members of the public. Do not provide personal or banking information to the related website.

Binance co-founder He Yi stated that Binance needs to collaborate with U.S. companies to freeze and recover assets, and that U.S. law enforcement agencies (FBI) are very efficient in their involvement.In cases that attract global attention, any content released by law enforcement agencies is rigorously verified and substantiated. Binance just wants to get back its hard-earned money.

Binance co-founder He Yi stated that Binance has allocated $6.34 billion of company funds to the user fund pool. BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD, and ZEC have achieved 100% reserve coverage.He Yi mentioned that Binance will continue to purchase other assets that have not yet been fully matched through the market and over-the-counter transactions until the coverage ratio of all tokens reaches 100%. The reserve proof snapshot has been completed, and the full zero-knowledge proof is expected to be generated on November 3, at which time holders of the aforementioned 10 tokens can verify the reserve situation themselves.

According to CoinDesk, Nasdaq-listed software company Next Technology Holding (NXTT) announced that its board has authorized the sale of approximately 5,833 BTC it holds, or to use these bitcoins as collateral for financing, valued at about $449 million based on the reported price.The company cited the theft from Binance, security vulnerabilities of trading platforms, and the potential threat of quantum computing to Bitcoin's cryptography as reasons for the decision, emphasizing that its bitcoins are not stored on Binance or held through Binance.The specific timing, price, and scale of the transaction will be determined by CEO Weihong Liu. The authorization allows for sales through trading platforms, private negotiations, or Bitcoin collateral financing, but does not guarantee that any transaction will ultimately be completed.NXTT closed on Friday with a market capitalization of approximately $7.8 million, and the disclosed value of its Bitcoin holdings exceeds 50 times the company's market value. The company's annual report stated that almost all bitcoins are held in custody by a Japanese institution, but the name of the custodian was not disclosed.