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According to Gate market data, Strategy (MSTR) has expanded its decline to 6.46%, with a current price of 141.5 USD.On the news front, MSCI plans to adopt new regulations that will filter out companies whose asset structures and operational characteristics are more similar to investment funds rather than traditional operating enterprises, based on the proportion of operating assets and multiple financial ratio tests. Strategy has been listed as a potential candidate for removal due to its extremely high proportion of Bitcoin assets. The final list of affected companies is expected to be announced on November 11.The market believes that if MSTR is removed from the MSCI related indices, passive funds tracking these indices will be forced to reduce their holdings of its stock, potentially creating billions of dollars in selling pressure and posing a challenge to its model of continuously increasing Bitcoin holdings through equity financing.

The credit default swap (CDS) market shows that the CDS prices of technology companies such as Microsoft, Nvidia, Meta, and Amazon have surged significantly since the fall of 2025, with some even doubling.This indicates that investors are questioning whether the artificial intelligence boom can generate sufficient returns to support large-scale debt investments. The market is concerned that technology companies may face excessive debt burdens, similar to the situation before the 2008 financial crisis.

According to The Defiant, Coinbase is expanding its partnership with payment infrastructure company Marqeta to launch a stablecoin card product aimed at businesses, allowing companies to fund their card programs around the clock.According to the plan, Coinbase will be responsible for holding the relevant fund balances, while the Base network will provide on-chain settlement infrastructure.

According to Jinshi Data, Bank of Japan Governor Kazuo Ueda stated that Japan's core inflation is close to 2%, marking a policy shift, and the central bank's policy has entered a new phase where inflation cannot be allowed to rise further. Due to core inflation being close to 2% and the financial environment remaining accommodative, the Bank of Japan will continue to raise interest rates and adjust its monetary easing policy. The central bank will discuss whether to adjust the assessment of "core inflation close to 2%" at the upcoming meeting.Kazuo Ueda mentioned that the situation in the Middle East, demand for artificial intelligence, and exchange rates will influence the timing of interest rate hikes. The central bank has been monitoring the impact of the weakening yen and the Middle East situation on inflation. He also stated that it is difficult to make a clear statement about Japan's neutral interest rate, and the stability of 2% inflation is becoming increasingly important. The central bank will focus on consolidating the 2% inflation target. Additionally, Ueda noted that the main takeaway from this week's meeting (including the G20) was the communication with other policymakers regarding the impact of the Middle East conflict and demand for artificial intelligence on the global and Japanese economy, and there was nothing heard that deviated from the Bank of Japan's fundamental views. He exchanged opinions with Federal Reserve Chairman Waller but will not disclose specific details; since the meeting in Asheville, he has not contacted U.S. Treasury Secretary Yellen.

According to CoinDesk, Paul Atkins, the chairman of the U.S. Securities and Exchange Commission (SEC), issued a statement on October 13, approving the rule change submitted by Cboe Global Markets. This change allows binary options linked to the key performance indicators (KPI) of 23 publicly listed companies in the United States. The metrics related to the cryptocurrency industry include: trading volume of Coinbase (COIN), number of customers and revenue of Robinhood (HOOD), and Bitcoin production of MARA Holdings (MARA).These contracts are cash-settled, European-style options that can only be exercised at expiration. The settlement data is derived from documents submitted by the companies to the SEC, rather than from earnings presentation materials. Cboe plans to launch these contracts this month, and Robinhood is expected to be the first brokerage to offer this product to retail investors. However, trading will not begin until the clearing agency Cboe Clear U.S. obtains temporary registration, and another related application is still under review.

According to a report by Reuters, the Russian government press office announced that Finance Minister Anton Siluanov, Energy Minister Sergei Tsivilev, and First Deputy Prime Minister Denis Manturov have joined the board of directors of the Russian payment company A7. In the context of Western sanctions affecting traditional banking channels, A7's role in maintaining trade relations between Russia and partners such as China is expanding.A7 was established in 2024 by the Russian bank PSB, which primarily serves the defense sector, to provide cross-border transaction settlement services for Russian enterprises. Due to Western sanctions, traditional banks have difficulty processing many payments related to Russia, especially trade payments with Russia's largest trading partner, China. A7 estimates that currently, up to 80% of Russia's foreign trade payments are completed through alternative channels.A7 has been subjected to multiple Western sanctions. The U.S. Treasury imposed sanctions on it on October 1, stating that it has established a global network of affiliated companies that "disguises payments related to sanctioned industries and individuals as ordinary business activities." A7 uses the ruble stablecoin A7A5 for settlements. This token was launched in 2025 in Kyrgyzstan and is backed by ruble deposits held at PSB Bank. According to PSB's estimates, the cumulative transaction volume of A7A5 has reached approximately $14 billion.

According to CoinDesk, stablecoin issuer Circle plans to expand into about 50 emerging and developing markets to meet the growing demand for digital dollar payments in Southeast Asia, Latin America, and the Middle East. The circulation of USDC is approximately $73.3 billion, accounting for about a quarter of the stablecoin market; USDT's market share is close to 60%, higher than USDC.Circle acquired Tazapay for $400 million, launched the new Arc blockchain, and received approval for a federal trust bank license, which is expected to support its market expansion; a clearer regulatory environment is driving the adoption of stablecoins.

According to CoinDesk, nine cryptocurrency companies announced the establishment of a Quantum Alliance on Thursday, planning to develop universal security standards for Bitcoin, Ethereum, and other blockchain networks to address the threats posed by future quantum computers.The alliance estimates that about 6.4 million Bitcoins, or 30.2% of the supply, have their public keys exposed, and future quantum computers could reverse-engineer wallet public keys to recover private keys and steal assets. The alliance explained that since no quantum computer currently has sufficient computing power, these Bitcoins cannot be stolen in this manner for the time being. Members include Hacken, Midnight Foundation under Charles Hoskinson, the quantum-resistant layer one blockchain Quantus, and Postquant Labs.There are significant differences in the industry regarding when the quantum threat will arrive. Bryn Bennett, Chief Revenue Officer of The Vault, stated that no one knows the exact date, but estimates are continuously being revised downward, and this risk can be planned for in advance. The question for custodians is not whether the threat will appear in 2028 or 2035, but whether they can complete the migration if it arrives earlier.Richard Carback, Chief Technology Officer of Postquant Labs, believes that it is realistic for machines capable of breaking existing cryptography to emerge by 2028. Recent research has lowered the estimates of the computing power required to attack Bitcoin and Ethereum, but currently, no existing machines can break their cryptography, and related predictions remain controversial.The question of whether to freeze vulnerable Bitcoins has also sparked debate. Bennett pointed out that no one is responsible for this issue; custodians only protect client assets, not abandoned assets. Freezing tokens is a governance decision of the Bitcoin network, and any freeze would set a precedent of exchanging quantum risk for property rights and neutrality. Carback prefers to transfer vulnerable tokens and suggested placing them in a trust, allowing holders who can prove ownership to reclaim their funds.Binance founder Changpeng Zhao once suggested that if quantum technology advances and Satoshi Nakamoto's approximately 1.1 million Bitcoins remain untouched, they should be frozen; Bitcoin developer Jameson Lopp also proposed limiting vulnerable tokens to prevent theft, but critics argue that freezing someone else's Bitcoins contradicts the promise that no one can confiscate Bitcoins. Achieving quantum resistance requires replacing the digital signatures that authorize transactions, which necessitates consensus among developers, miners, wallet service providers, exchanges, and users. The new signatures may also occupy more block space, increasing transaction fees or reducing the number of transactions Bitcoin can process.

Mercedes-Benz and NVIDIA (NVDA.O) announced the expansion of their strategic partnership in autonomous driving.

The Hong Kong police announced that over the past two weeks, they have received more than 150 cases of WhatsApp account hijacking scams, with total losses exceeding 15 million Hong Kong dollars. Recently, an employee of a local company engaged in virtual currency exchange encountered account hijacking. The scammers blocked the original work group and blacklisted members, copied the group image, name, members, and profile pictures to create a fake group, impersonating a customer representative to request exchanges.The victim, as per usual practice, first transferred cryptocurrency to the designated wallet of the other party. It was only after discovering that the customer account balance was insufficient and calling to verify that they realized they had been scammed, resulting in a loss of over 4 million Hong Kong dollars for the company. The police remind that WhatsApp groups can be forged, but the member phone numbers cannot be exactly the same as those in the real group, and the timestamps of conversations cannot be replicated. They also suggest enabling two-factor authentication and verifying the other party by phone before making remittances, avoiding logging into accounts on public WiFi or public computers.

Russian President Vladimir Putin signed a decree placing the assets of several companies from France, Germany, Sweden, and the Netherlands under temporary management in Russia, including the French flooring manufacturer Tarkett and the German packaging manufacturer Menshen.This move is a response to the European Union's support for Ukraine, and the Kremlin stated that the measures are reversible.

On October 15, Saber Money, a payment infrastructure company based in San Francisco, announced a strategic investment from Tether and Titan Fund under Hong Kong's CMCC Global, with the amount undisclosed. The company provides cross-border remittance services for financial institutions, fintech companies, and enterprises in emerging market corridors, and operates the Indian cryptocurrency exchange Mudrex. The company stated that the funds will be used to deepen existing corridors and expand into emerging markets in the Asia-Pacific and Gulf regions, focusing on obtaining local licenses and banking relationships.Tether CEO Paolo Ardoino stated that emerging markets represent the next stage of global payments, and stablecoins are the relevant infrastructure, with Saber having regulatory depth and market access in Asia and the Middle East. Shiau Sin Yen, co-founder and managing partner of Titan Fund, mentioned that Asia accounts for approximately 53% of global remittances, and cross-border B2B stablecoin payments are expected to reach $5 trillion by 2035. Saber Money CEO Edul Patel stated that the company provides stablecoin payment rails to markets such as the Asia-Pacific and Gulf for near-instant, round-the-clock settlement, and plans to expand B2B payments for vendor payments, fund management, and cross-border working capital.Saber Money has held or obtained licenses, registrations, or authorizations in Canada, the European Union, India, and Australia. Over the past nine months, payment volume has increased more than sixfold, processing billions of dollars in payments across more than 40 countries, with over 90% of payments completed within one minute. The company's backers include Y Combinator, Nexus Ventures, Tether, and Titan Fund of CMCC Global. Market data listed by the company indicates that the Asia-Pacific accounts for about 35% of global payment flows, with South Asia and East Asia and the Pacific receiving over $1 trillion annually, and the UAE expected to remit about 188 billion dirhams by 2025.

According to The Block, French Bitcoin treasury company Capital B announced its performance for the first half of 2026, reporting a net loss of 69.5 million euros (approximately 77.9 million dollars), with revenue increasing by 3.5% year-on-year to 5.8 million euros (approximately 6.5 million dollars).As of September 30, Capital B's strategic Bitcoin reserves increased to 3,538 coins, with an average purchase price of 87,805 euros (approximately 98,460 dollars).

According to Gate quotes, the Japanese and South Korean stock markets opened higher today but the gains have slightly retreated.The South Korean KOSPI opened up 1.80% to 5653.99 points, currently reported at 5623.72 points, with an intraday increase of 1.25%; KOSDAQ opened up 1.49%. The memory chip sector continues to lead the gains, with Samsung Electronics and SK Hynix both rising over 2%. The South Korean stock market saw a significant drop yesterday, triggering a circuit breaker, and today is experiencing a recovery rebound. The Japanese Nikkei 225 opened up 0.78% to 64925.29 points, briefly surging to 1% after opening, and is currently maintaining a high-level fluctuation.

According to Bitcoin Magazine, the Singapore-listed company BitFuFu disclosed an addition of 15 Bitcoins, bringing the company's total Bitcoin holdings to 1,388, valued at approximately 114.2 million USD.BitFuFu is a Bitcoin mining company registered in Singapore, with business covering mining and computing power-related services, and discloses changes in Bitcoin reserves as a public company.

Bitcoin News posted on the X platform stating that MSCI is advancing a proposed method to classify Strategy, owned by Michael Saylor, Japan's Metaplanet, and other digital asset treasury companies as "non-operating" enterprises, which may prevent them from being included in the MSCI Global Investable Market Index.JPMorgan estimates that passive funds tracking the MSCI index may be forced to sell $2.8 billion worth of MSTR stock; if other index providers adopt similar rules, the broader outflow of funds could reach $8.8 billion. Strategy's reverse analysis shows that funds tracking the MSCI index hold about 3.1% of its outstanding shares. The final decision is expected to be announced around October 16, with implementation possibly starting on November 30.

Adobe and NVIDIA expand cooperation to accelerate intelligent creation.