加密猫CRYPTOCAT

Fiserv announced on October 1 (08:30 a.m. Eastern Time, approximately 20:30 in the East 8 time zone) that its digital asset platform has officially gone live for financial institution clients. The first use case is the U.S. dollar–pegged Roughrider Coin launched by a North Dakota bank for interbank funds transfers within the state. The issuance is handled by VersaBank for minting, burning, custody, and reserve management; Fireblocks provides the digital asset infrastructure and tokenization services, and trading and settlement are completed on the $SOL public chain.

More than 90 North Dakota banks and credit unions can access the service via the Fiserv Commercial Center. Initiation, approval, and settlement follow the existing interbank transfer operation screens, without the need to open separate cryptocurrency accounts for the general public. The token is permissioned, one-to-one backed by U.S. dollar reserves, and is restricted to holding and transfers by financial institutions; it is not available for retail users to buy, sell, or invest.

The project was planned starting in October 2025 and advanced for implementation in 2026; it is already live in production. The platform can also support subsequent scenarios such as stablecoin issuance, cross-border payments, programmable commerce, and treasury automation. As of now, no information has been disclosed regarding the settlement amount or the number of active senders. Whether participating institutions can use this new track for daily clearing still requires validation with subsequent data.

#SOL #稳定币 #币圈 does not constitute investment advice

The U.S. Bureau of Labor Statistics announced on October 2 at 20:30 (Eastern Eight Zone): September nonfarm payrolls increased by only 29,000, far below market expectations of about 90,000; the unemployment rate rose to 4.2%, higher than the expected 4.1%. Total employment for July and August was revised downward by about 60,000, and average hourly earnings rose by just 0.1% month over month, below expectations of roughly 0.3%. The Labor Department said employment changes in major industries were not significant. Private-sector employment added about 46,000, while government-sector employment fell by about 17,000.

After the data was released, $BTC briefly surged from around $86,450 to about $87,230, before pulling back to the $86,800–$87,000 area. Spot gold also strengthened in tandem. Expectations in the market for the Fed to stay on hold in the near term warmed up accordingly, contrasting with the earlier mood after the September rate hike when markets had briefly priced in another hike.

$ETH and other major altcoins moved up in line with the trend, but price action was still driven by leveraged positions. Softer jobs data has drawn attention back to the interest-rate path. Whether this rebound can hold will still depend on comparing the next steps with the 10-year real yield, as well as inflation data around October 14, before we can judge if the rally is firmly established. A cooling labor market does not necessarily mean inflation is already under control; the window for market volatility is likely to continue.

#BTC #ETH #行情 is not investment advice

On October 2, the crypto derivatives market saw a rapid liquidation cascade of short positions: within about 10 minutes, roughly 110 million USD in short contracts was forcibly liquidated, forming a typical short-squeeze chain reaction—price spikes triggered liquidations; liquidation buy-backs then pushed the price higher, amplifying short-term volatility through leveraged positions. At the same time, centralized exchanges such as Binance also recorded multiple million-dollar liquidations of $BTC and $ETH short orders. One Ethereum short liquidation, at around 2.1 million USD, was particularly notable. Total liquidation volume was primarily driven by BTC- and ETH-related positions.

According to CoinGlass, in the same time window of about one hour, total liquidations across the market were approximately 122 million USD, with shorts around 119 million USD and longs only about 2.61 million USD. By asset, the figures were about $BTC 8833 (units), $ETH 1827 (units), and SOL at 5.15 million. Shorts accounted for nearly more than 90%, indicating that leveraged short exposure was concentratedly liquidated in a short period of time rather than a balanced long/short retracement. Market risk appetite had been recovering beforehand, but the core driver of this pulse was the position structure—not a single policy-driven catalyst.

Such pulses more often reflect position structure and leverage crowding, and should not be interpreted alone as a trend inflection point. Going forward, attention should be paid to how open contracts are reset, whether new short positions are covered at higher price levels, and whether volatility continues to transmit to spot markets and related liquidity conditions.

#BTC #ETH #清算 does not constitute investment advice

U.S. spot Bitcoin ETFs recorded about $102.7 million in net inflows on October 1 (U.S. Eastern Time), reversing the roughly $149 million net outflows logged on September 30 and turning positive again for the first trading day of October. BlackRock’s IBIT saw about $195.6 million in single-day net inflows, partially offsetting the selling pressure from outflows in products such as Fidelity’s FBTC (around $60.7 million).

On the same trading day, U.S. spot Ethereum ETFs recorded net outflows of about $55.4 million, marking the third consecutive trading day of capital withdrawals. Institutional flows showed a clear divergence between products $BTC and $ETH . Monitoring sources such as Farside indicate that Bitcoin is back to net subscriptions, while Ethereum remains in the redemption range.

Historically, October brings the “Uptober” narrative. This opening, however, looks more like structural divergence rather than a broad, synchronized increase in positions. Going forward, it remains to be seen whether capital flows in both segments can turn positive at the same time; a single day’s net inflow should not be interpreted as trend confirmation.

#BTC #ETH #ETF does not constitute investment advice

On October 2 (UTC+8), on-chain analyst Darkfost cited CryptoQuant data claiming that whale funds transferring more than $1 million in stablecoins to Binance in a single transaction, measured by 30-day cumulative totals, have risen from about $21.7 billion to about $30.5 billion—an increase of more than 40% in just over a month. The scope of the observation focuses on “single transactions at the million-dollar level,” not the total stablecoin supply across the entire market.

Darkfost noted that stablecoin inflows to exchanges often mean funds are preparing to enter the market; this change may correspond to potential buy pressure. However, compared with the period in October 2025 when the 30-day cumulative inflows to exchanges once exceeded about $61.0 billion, current whale deployments still appear relatively cautious. Public analysis also mentioned that factors such as geopolitical conflicts, inflation, and rising U.S. Treasury yields continue to constrain the timing of more aggressive capital entering the market.

In the same period, $BTC and $ETH spot prices fluctuated as risk appetite recovered. The derivatives market also saw concentrated liquidations dominated by short positions. Stablecoin transfers to exchanges do not necessarily mean immediate buying; the funds could also be used for margin, hedging, or reallocation. Going forward, it is still necessary to cross-check spot trade execution, ETF fund flows, and order-book depth, and it is not advisable to interpret a single on-chain inflow as confirmation of a trend.

#BTC #ETH #行情 不构成投资建议

Evernorth Holdings, a treasury company that primarily holds $XRP , and special purpose acquisition company Armada Acquisition Corp. II jointly announced on October 1 that Armada II shareholders approved the business combination between the two at an extraordinary general meeting on September 30. The transaction is expected to close on October 7. After the merger, the combined entity plans to begin trading on the Nasdaq under the stock ticker XRPN starting October 8, subject to satisfying or waiving the remaining closing conditions and obtaining relevant approvals from the exchange.

According to an official press release, the transaction is expected to generate total cash proceeds of approximately $300 million, including approximately $225 million related private placements, $30 million in convertible note financing, and $48 million in funds from the trust account. These amounts have not yet been deducted for transaction fees. Investors also contribute XRP in-kind. The combined fundraising amount for the transaction and related private placements, as stated in the press release, exceeds $1 billion. At closing, Evernorth is expected to hold approximately 473 million XRP, and it said it will become one of the largest publicly listed XRP treasury companies focused on a single asset. Parties involved include Ripple, Arrington Capital, SBI Group, Pantera Capital, Kraken, and GSR. This path provides an equity-level XRP exposure rather than directly listing the token on the Nasdaq. The XRP spot price and the XRPN share price may still diverge. Going forward, it remains to be seen whether the closing is completed on schedule, whether the listing actually takes place, and the treasury’s subsequent plans for additional purchases and operational arrangements.

#XRP #XRPN #行情 does not constitute investment advice

On October 2 (Eastern Eight Zone), on-chain analytics platform Glassnode said that the sell wall at the approximate $85,000 level about $85,000 above $BTC had been absorbed by buy-side orders. This resistance level had been tested multiple times over the prior week but failed to hold effectively; after the related limit sell orders were absorbed or cancelled, sell pressure was temporarily eased. Glassnode noted that the liquidity of sell orders previously accumulated in the $85,000–$85,500 range on Binance’s order book had decreased, and if buy-side demand continues, the upside resistance may weaken temporarily.

Also, according to multiple market sources, around the early hours of October 2, BTC briefly broke through the $85,000 psychological level. In the same period, $ETH also moved slightly higher along with a rebound in risk appetite. Public analysis mentioned that around September 21, the price also briefly broke above this area before falling back. Recently, the net inflows into U.S. spot Bitcoin ETFs had clearly slowed, while the proportion of long-term holders taking profits increased, which had weighed on the ability to sustain the move. The sell wall is made up of limit orders; traders can cancel orders at any time or re-post them. The disappearance of the wall does not mean resistance is permanently gone. Going forward, it will be important to monitor order-book depth, ETF fund flows, and the timing of realizations by holders, and it’s not advisable to interpret a single order-book change as confirmation of a trend. Changes in macro interest rates and shifts in risk appetite can also affect short-term price fluctuations.

#BTC #ETH #行情 does not constitute investment advice

The U.S. Securities and Exchange Commission (SEC) filed a proposal for custody rules for crypto assets on October 1 (U.S. Eastern Time), setting out a compliance framework for registered investment advisers and regulated fund custody clients’ crypto assets. Under the proposal, advisers would be allowed to self-custody under certain conditions, and qualifying state-chartered trust companies could serve as custodians—so institutions would still have a pathway to hold assets directly, such as $BTC and $ETH , when qualified custody infrastructure is not yet fully in place.

According to the disclosure, “self-custody” here refers to the adviser keeping custody of the assets on behalf of clients, not the end users holding their own keys. Applicable conditions include that the adviser has demonstrated professional expertise in crypto custody, confirms that no qualified third-party custody providers are available, and must reassess the situation on a quarterly basis. The proposal would also set requirements for recordkeeping, federal disclosures, and audits. A 60-day public comment period would begin after the proposal is published in the Federal Register.

SEC Chair Paul Atkins said that the current custody rules are mainly oriented toward traditional assets, and this new proposal aims to provide a “compliance pathway that previously did not exist” for crypto custody. The document is still in the proposed stage; the final text and effective timing will be subject to the SEC’s subsequent official procedures.

#SEC #BTC #监管 does not constitute investment advice

The cross-chain trading protocol NEAR Intents confirmed on October 1st (GMT+8) that it had suffered a security attack, with an initial loss of about $3.8 million. The team said the vulnerability came from the interaction between the Omni deposit/withdrawal infrastructure and the smart contract; the contract-side issue has been fixed, and the team has promised full reimbursement of affected funds. Core transactions and related website services are planned to resume quickly. During a period when the service was temporarily paused, $NEAR saw an intraday drop of about 6%.

The product is designed for cross-chain exchanges: after a user states an exchange intent, an independent market maker (solver) handles the path-finding and bidding in the background, without the user needing to choose a bridge. On-chain monitoring shows that the anomalous funds were sent out in multiple transactions from a related BSC hot wallet; after moving to an exchange, some were cross-chained to the $BTC network. The team said it has filed a report with law enforcement and is working with security and on-chain analytics firms to track the funds; a post-incident review will be published in the following days.

The official also added: deposit/withdrawal channels for roughly 11 public chains, including BSC, Polygon, TON, Optimism, Avalanche, and Stellar, still require an additional repair window of about 12 hours. During that window, users’ related assets may be temporarily unable to move in or out. The incident points to a cross-chain deposit/withdrawal infrastructure defect, not to the NEAR mainnet consensus itself. The reimbursement schedule and details will be subject to the official’s subsequent clarification.

#NEAR #BTC #安全 does not constitute investment advice

In a research note disclosed by Citigroup on October 1, the firm raised its 12-month target price for $BTC from $82,000 to $113,000, and lifted its 12-month target price for $ETH from $2,240 to $3,028. The document is dated Wednesday.

The bank’s key rationale includes a rebound in activity in the crypto market, a generally more favorable macro environment, and expectations that capital inflows into investment products such as ETFs will resume.

Citigroup expects that as advisors and brokerages gradually increase their Bitcoin allocations, related capital inflows will proceed in a “slower but steadier” rhythm. It also projects that crypto-related inflows over the next 12 months will total about $5 billion, with the path depending more on the gradual rebuilding of institutional allocations rather than a one-off, large-scale rush. This contrasts with July of this year: at the time, the bank had cut its 12-month Bitcoin target from about $112,000 to $82,000 and reduced its expected inflows from roughly $10 billion to nearly zero. The note also mentions that after the U.S. Senate failed to advance the CLARITY Act, subsequent SEC rule announcements eased some of the negative sentiment; macro changes such as the Treasury’s repurchases of longer-term Treasuries and a weaker U.S. dollar were also written into the supporting narrative. This target reflects an institutional 12-month research outlook and depends on whether inflows and the macro picture can materialize—it is not a short-term price guide.

#BTC #ETH #行情 does not constitute investment advice

Binance Square announced on October 1 the launch of U.S. stock earnings season content: around listed companies’ earnings releases, it will provide earnings previews, real-time news, live breakdowns, market commentary, and after-hours reviews—covering follow-up from expectations through performance delivery. The first edition will focus on Micron Technology (Nasdaq: MU) for FY2026 fourth quarter, and will include an earnings special, live sessions, and related discussions. Key areas of the analysis include revenue, adjusted earnings per share, gross margin, and next-quarter earnings guidance.

Micron reported results for the quarter on September 30 (U.S. Eastern Time): revenue of approximately $54.23 billion, adjusted EPS of approximately $33.42, and non-GAAP gross margin of approximately 87.0%, all higher than the company’s prior guidance of about $50 billion in revenue (with a $1 billion swing up or down), about 86% gross margin, and about $31 adjusted EPS. The company gave an outlook for FY2027 first quarter of revenue of approximately $61.5 billion (with a $1.5 billion swing up or down) and adjusted EPS of approximately $38.15 (with a $1 swing up or down). Binance Square said it will continue to roll out content around more key U.S. stocks and earnings milestones, including an earnings calendar, breaking news, commentary, and after-hours reviews. Users can follow relevant stocks and earnings specials on the Square to get updates.

#币安广场 #美光 #财报 does not constitute investment advice

Binance co-CEO Richard Teng said in a post on X on October 1 that tokenization could change the way global investors access stock markets, but this process will not happen overnight. He cited data from the Binance Research Institute: by 2026, the tokenized stock market is expected to grow by about 390% to roughly $4.43 billion, which is only about 0.0029% of the approximately $151.9 trillion global listed stock market. In other words, on-chain stock assets are still at an early stage compared with traditional stock markets; the penetration rate is extremely low, which also means the longer-term upside remains a topic the market repeatedly discusses.

Under Binance Research Institute’s baseline scenario, the tokenized stock market could grow from the current roughly $4.43 billion to about $349 billion by 2030 (about $34.9 billion). A related scenario provides a more conservative reference of about $61.0 billion and a more optimistic one of about $987.0 billion. Growth within the year will be significant, but the absolute market size remains small; the pace of further expansion will depend on asset issuance, distribution channels, and how regulations are implemented across different jurisdictions. Public research also notes that the share of stock-tokenized assets being used in on-chain financial scenarios—such as liquidity pools and lending—is rising. Industry focus is shifting from “whether it can be put on-chain” to “how it is actually used after being put on-chain.” The figures above provide medium-to-long-term size reference points; the specific usability of products will still vary by region and compliance requirements.

#代币化 #RWA #币安 does not constitute investment advice

MetaMask reported on September 30 that some of its core infrastructure is handling a security incident and said that it has not yet found any direct threat to MetaMask wallets. To reduce risk, MetaMask Staking (formerly Consensys Staking) has begun a precautionary exit of its Ethereum ($ETH ) validator nodes operating on the Lido protocol. The relevant nodes are expected to complete their exit by no later than October 7 (not all withdrawals have been completed yet).

Lido said that $stETH holders do not need to take action. The exited ETH will gradually return to the protocol as the nodes complete their exits, withdrawals, and re-staking. Because the queue is currently long, the entire cycle is expected to take up to about 45 days. Staking is non-custodial; MetaMask does not hold or manage customers’ withdrawal keys. Possible impacts during the exit period include reward loss and an offline penalty resulting from proactively taking nodes offline to reduce potential network penalties. Lido said it uses mechanisms such as diversified node operators and a temporary reserve of more than 6,750 stETH to mitigate the impact on the protocol’s normal operation.

#ETH #Lido #MetaMask does not constitute investment advice

On September 30, HSBC officially named the soon-to-be-launched Hong Kong dollar stablecoin “HSBC RedCoin” (HSBC RedCoin). The bank stated clearly that no stablecoin has been issued in Hong Kong yet. In April 2026, it obtained a Hong Kong dollar stablecoin issuer licence from the Hong Kong Monetary Authority, with plans to launch a Hong Kong dollar–denominated stablecoin in the second half of 2026. During the initial rollout, it will be made available only through PayMe and HSBC Hong Kong’s mobile wealth-management app; more details will be announced separately.

The product will be rolled out in phases: the first phase will focus on person-to-person (P2P) and person-to-merchant (P2M) payments, closely aligning with everyday transfers and consumption scenarios. It will later expand into areas such as corporate finance and business-level use cases, supported by public educational content within the app and on the official website. A local customer survey conducted on the same day involving more than 1,000 participants showed that about 74% of respondents have noticed at least one stablecoin use case. Awareness was particularly high for scenarios such as digital-asset trading and tokenized investments, personal transfers, cross-border payments, and merchant payments. Clearer regulatory guidance and anti-fraud education were listed as key factors enhancing confidence. HSBC also reminds customers that it has no connection to any fraudulent stablecoins that misuse its brand, and that customers should guard against related scams.

#稳定币 #港元 #汇丰 does not constitute investment advice

Binance Wallet announced on September 30 that, as part of the Binance Alpha launch, an o1.exchange ($O ) trading competition would be held. The total rewards are approximately $200,000 equivalent in 184,000 $O tokens, split into two phases. The first batch runs from 21:00 on September 30 to 21:00 on October 7 (UTC+8), and the second batch runs from 21:00 on October 7 to 21:00 on October 14 (UTC+8). Users must first register by clicking the signup button on the event page in the Binance app, and then buy O via Binance Wallet (no private keys) or Binance Alpha. Rankings are determined separately based on the cumulative amount purchased in each phase.

For each phase, the top 2,000 users by purchase amount will share 184,000 O tokens equally; eligible users each receive 92 tokens. The rules include a “early bird” bonus (highest 2.0x on the first day, decreasing day by day to 1.0x) and a 1.2x bonus for emerging/new traders. Only buy transactions count; sell transactions do not count. Trading volume via third-party dApps, cross-chain bridges, and trades between Alpha token pairs is not included. The reward program will be distributed by 21:00 on October 28 (UTC+8). After rewards become available for claiming, users must proactively claim them within 14 days.

#O #币安Alpha #Alpha does not constitute investment advice

CEA Industries (stock code BNC), the BNB treasury company listed on the Nasdaq, has officially changed its name to BNB Standard Corporation effective September 29. The common stock will continue to trade under BNC, and the warrant codes BNCWW and BNCWZ, as well as the related CUSIPs, remain unchanged. Existing shareholding certificates do not need to be replaced. The company holds a large-scale enterprise-level $BNB inventory; following the renaming, it will also roll out new insignia and a brand image in parallel.

The new name comes from a five-day, community-consultative poll on the X platform: the four candidate names received a total of 5,799 votes. «BNB Standard» took the lead with approximately 47% of the vote. After reviewing the community feedback, the board approved the change. The company said the new name is intended to reflect standard practices for managing a BNB treasury by a listed company. The renaming only involves the brand and logos, and does not change the stock ticker codes or security identification arrangements; it does not affect the validity of existing shareholders’ rights certificates.

#BNB #BNC #行情 does not constitute investment advice

On September 29, the U.S. spot $BTC ETF recorded net inflows of approximately $66.2 million: BlackRock's IBIT about $51.1 million, ARK's ARKB about $33.2 million, and Bitwise's BITB net outflows of about $18.1 million. Subscriptions and redemptions from several other issuers on the day were close to flat. On the same day, the total net outflows for U.S. spot $ETH ETFs were approximately $2.8 million, ending the previous streak of net inflows across seven consecutive trading days. By segment, Grayscale's ETH net inflows were about $12.8 million, while BlackRock's ETHA and Fidelity's FETH saw net outflows of about $8.9 million and $6.7 million, respectively.

On the same trading day, the U.S. spot SOL ETF recorded net inflows of approximately $5.44 million. Institutional flows appeared to split across the BTC and ETH channels: Bitcoin spot ETFs continued to see net subscriptions, while spot Ethereum ETFs turned to a small net redemption on the day. Net inflows and net outflows only reflect share subscriptions and redemptions and do not independently determine the timing or rhythm of spot price moves. Going forward, it will still depend on whether capital can stay steady over subsequent consecutive trading days.

#BTC #ETH #ETF does not constitute investment advice

Binance news on September 30: Binance Alpha will launch and list Concrete ($CT) for the first time on September 30. Eligible users can, after Alpha trading opens, go to the Binance Alpha event page to claim an airdrop using Binance Alpha points. The specific point threshold, claim quantity, and opening time will be announced separately; please refer to the information shown on the event page.

Please note that the product line to be launched this time is Binance Alpha, not a spot trading pair, nor a USDT-margined or coin-margined contract. Inclusion in Alpha does not necessarily mean it will be listed on Binance spot in the future. Concrete is designed for on-chain yield vault scenarios: deposits are allocated to paths such as lending, re-staking, and structured strategies. Holders own protocol-related receipts and governance-token narrative—not direct ownership of the underlying assets. Airdrop and trading details are still subject to later announcements on the Binance Alpha event page.

#CT #币安Alpha #Alpha does not constitute investment advice

Binance announced on September 30: Japanese-bound international visitors can use the cryptocurrency asset balance in their Binance account to make payments directly at millions of merchants across Japan that support PayPay—either by scanning the merchant’s QR code or by showing a payment code for the merchant to scan, with no network fuel fees. At checkout, the assets are automatically converted to Japanese yen; merchants still receive yen. There is no need to open a local bank account or install an additional set of local payment tools.

To celebrate the launch, eligible Japan-bound visitors using Binance Pay at PayPay-supporting merchants can enjoy a limited-time 10% instant discount. This capability is connected to PayPay merchant channels via the Hivex payment network, so merchants do not need to integrate separately. Visitors can spend with crypto assets such as $USDT at most PayPay acceptance locations, covering everyday travel and consumption scenarios including convenience stores, restaurants, shopping malls, transportation stations, and even vending machines.

The feature is only available to Japan-bound visitors who have completed identity verification; it cannot be used by Japanese residents. Binance Pay itself is also only available to qualified users in supported regions for Binance.com. The discount period, applicable merchants, and regional availability are subject to the Binance Pay page and the official announcement dated September 30.

#USDT #币安支付 #PayPay does not constitute investment advice

$GRT (The Graph) Foundation announced on September 24: it will move query traffic from the Subgraph Studio staging environment in phases to the decentralized The Graph Network. The first batch will cover BNB Smart Chain and Polygon associated with $BNB , with the plan to disable query capability in the Studio staging environment for the above two chains on October 8, 2026.

If the relevant subgraphs have already been published and are providing services on the Network, they can continue running. If developers currently rely only on the Studio staging environment, they must, by October 8, publish to the Network, configure billing and an API Key, and switch the calling endpoint to the Gateway. Studio itself will not be shut down entirely; it will continue to handle management, publishing, payments, and keys. The foundation says this is intended to keep query fees and indexing load on the decentralized Indexer network, and that other chains will follow in phases. Details should be confirmed in the official blog and developer documentation.

#GRT #BNB #基础设施 does not constitute investment advice