Planet Morning News

1. HYPE fell to $22.3, a low since May;

2. CZ's counterparty whale's profits shrank from nearly $100 million to $11.4 million, and the liquidation price of HYPE long positions was around $22;

3. Twenty One Capital CEO: Shorting the US dollar and going long on BTC is part of the company's business;

4. The European Central Bank plans to launch a digital euro in the second half of 2026;

5. The MEV transaction will be submitted as new evidence for consideration in the Pump.fun class-action lawsuit;

6. Cardano founder: Excluded from the crypto legislation process due to his public criticism of Trump's crypto policies;

7. Digital bank SoFi launched its USD stablecoin, SoFiUSD, and plans to make it available to its members in the future.

8. JPMorgan Chase: The stablecoin market size may reach $500-600 billion by 2028, less than $1 trillion;

9. Market News: ICE, the parent company of the NYSE, plans to invest in MoonPay at a valuation of $5 billion;

10. Kalshi: There are no plans to introduce a college athlete transfer prediction contract at this time;

11. Bitwise has submitted registration documents for the Sui ETF;

12. Decentralized broadband protocol DAWN completes $13 million Series B funding round, led by Polychain Capital.

最热快讯
Ignas: High-Revenue Token Narrative Continues or Makes the Crypto Bull Market Simpler
Odaily reports that DeFi researcher Ignas posted on X platform stating that if the "high-revenue token" narrative persists, the current period could become one of the easiest crypto bull markets to participate in. He believes that investors should focus on projects with high and continuously growing revenue, where revenue can actually flow back to token holders through dividends or buybacks, and where market capitalization is low relative to the revenue available to holders, while also considering token issuance and unlock schedules. Ignas stated that in the future, AI agents could also automatically complete relevant screening and due diligence on a weekly basis, and noted that tokens such as HYPE, LIT, and PUMP appear in hindsight to have been relatively simple trading opportunities. The next step should be to look for emerging protocols with relatively high revenue that are still undervalued by the market.
Iran: As long as its conditions are not met, the Strait of Hormuz will not reopen
Odaily reports that the Secretary of Iran's Supreme National Security Council stated that as long as Iran's conditions are not met, the Strait of Hormuz will not reopen, and no negotiations will take place. Iran is in no hurry to negotiate; Iran's conditions have already been drafted and have been handed to Qatar and Pakistan. (CLS)
Most popular US stocks declined, with SK Hynix shares falling 1.57%
Odaily News: According to MSX.COM data, most popular US stocks declined. Nvidia shares fell 0.24%, Apple shares rose 0.35%, Google-A shares fell 0.6%, Microsoft shares rose 0.58%, Amazon shares fell 0.92%, TSMC shares fell 0.5%, SpaceX shares fell 1.32%, Meta shares rose 0.7%, Broadcom shares fell 0.77%, Tesla shares rose 0.79%, SK Hynix shares fell 1.57%, Micron Technology shares rose 0.01%, Advanced Micro Devices shares fell 0.07%, ASML shares fell 0.63%, Intel shares fell 0.73%, Oracle shares fell 1.01%, Cisco shares fell 0.27%, Dell Technologies-C shares rose 2.35%, ARM shares fell 0.07%, and SanDisk shares rose 0.43%.
US stock market opens with AI-related stocks broadly rising, CoreWeave up over 2.32%
According to MSX.COM data, at the U.S. stock market open, the Dow Jones fell 0.29%, the S&P 500 dropped 0.11%, the Nasdaq declined 0.2%, and the VIX fear index rose 0.49%. AI-related stocks rose broadly, with CoreWeave up 2.32%, Dell up 1.8%, Cadence up 1.36%, Super Micro Computer up 1.35%, and Meta up 1.28%.It is reported that MSX is a leading RWA trading platform and has cumulatively listed hundreds of RWA tokens, covering popular U.S. stocks and ETF token assets such as Nvidia, GOOGL, MSFT, AMZN, META, TSM, and AMD.
Nearly $16 billion in BTC options expire Friday, call dominance may exacerbate short-term volatility
Odaily reports that approximately $15.9 billion in BTC options and $2.1 billion in ETH options will expire at 8:00 UTC on September 25, with the BTC options expiry representing about 37% of Deribit's current total BTC open interest of $43.5 billion. Deribit CEO Luuk Strijers stated that call options dominate the open interest for this quarterly contract, with a put/call open interest ratio of 0.69, indicating that the market had primarily been betting on price increases. Currently, about 55% of the approximately $9.4 billion in calls are in the money, and the max pain point for BTC options is $75,000. Strijers noted that after settlement, market maker hedging and Gamma effects will fade, BTC short-term volatility may rise, and the market trading range could readjust. (CoinDesk)
Liang Wenfeng Listed as Author, DeepSeek Publishes New Paper Targeting Large-Scale Agent Training
Odaily Report: A new paper co-authored by DeepSeek founder Liang Wenfeng has been made public, systematically unveiling for the first time the technical details of DeepSeek's Agent training sandbox platform DSec (DeepSeek Elastic Compute). The author list exceeds 130 people, with Liang Wenfeng among them. According to the paper, the DSec platform operates at an enormous scale — a single production unit consists of approximately 160 CPU nodes, 30,000 cores, and 250TB of memory, hosting PB-level images. In terms of capabilities, the DSec platform serves approximately 3 million sandboxes per day, with peak concurrency exceeding 380,000, a creation speed of over 5,000 per second, and a single training task capable of spinning up as many as 32,000 sandboxes at once. (Sina Finance)
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Trump: I believe we will reach a deal with Iran after the U.S. midterm elections
Anthropic: Claude Sonnet 5.5 and Claude Haiku 5.5 to Be Released in the Coming Weeks
Former Hack VC partner Hsin-Ju found dead in California at age 37
Federal Reserve's Collins: Rate hike will help inflation return to target
BTC breaks above 87,000 USDT, up 1.72% in 24H
Robinhood-listed MONITOR market cap briefly surpassed $13 million, continuing to hit a new all-time high
ZEC briefly broke through 1,650 USDT to hit a new all-time high, up 10% in 24H
SoftBank Launches Massive Junk Bond Issuance to Fund AI Ambitions
Nasdaq 100 Index extends gains to 0.6%, on track to close at a record high
Hong Kong's New Digital Asset Licensing Regulations Expected to Pass in the Second Half of This Year or Early Next Year