Odaily News: Nasdaq-listed Bitcoin mining company CleanSpark has released its unaudited operational data for September 2026, producing 529 BTC during the month, with an average daily output of 17.64 BTC, bringing its cumulative Bitcoin production for 2026 to 5,432 BTC. As of September 30, CleanSpark's operational hashrate reached 50 EH/s, with an average operational hashrate of 36 EH/s.

Regarding Bitcoin holdings, CleanSpark sold a total of 702 BTC in September at an average price of $72,928, including 2 BTC sold on the spot market and 700 BTC sold through the exercise of call options. As of the end of September, the company held 13,530 BTC, a decrease of 173 BTC from 13,703 BTC at the end of August. (PRNewswire)

According to monitoring by on-chain sleuth Specter, the exact number of affected wallets has not yet been determined, and over the past few hours they have been identifying and reporting other theft addresses.

Odaily: Binance's ETH reserves have dropped to a near six-month low, with the number of ETH withdrawal transactions hitting an all-time high. The relevant chart tracks the number of withdrawal transactions, not the withdrawal amount.

Odaily News: Ahead of the U.S. stock market open, the key market and financial news investors should focus on is as follows:

1. The three major U.S. stock index futures all moved higher. Dow Jones futures rose 0.14%, S&P 500 futures rose 0.36%, and Nasdaq 100 futures rose 0.73%.

2. International oil prices fluctuated lower. WTI crude oil futures fell 0.55% to $90.987 per barrel; Brent crude oil futures fell 1.36% to $102.864 per barrel.

3. International spot gold and silver both advanced. Spot gold rose 1.24% to $4,184.51 per ounce; spot silver rose 2.27% to $60.49 per ounce.

4. All three major European stock indices gained. The UK's FTSE 100 rose 1.12%, France's CAC 40 rose 0.98%, and Germany's DAX 30 rose 1.31%.

5. Hurlston, CEO of leading U.S. optical communications company Lumentum, said on Friday local time that the company's optical component capacity through early 2029 has been fully sold out.

6. Due to soaring memory chip costs, Apple was forced to raise prices, leading to a decline in consumer demand. Apple has told some suppliers to cut component production for its newly launched iPhone 18 Pro and iPhone 18 Pro Max.

7. A report noted that Intel's packaging technology is gaining sustained market recognition, and Nvidia may adopt Intel's Foveros chip technology in 2028, when the technology is also expected to enter mass production.

8. SpaceX announced an agreement to acquire a set of 800MHz low-band spectrum licenses covering the entire United States, further expanding direct-to-cell satellite and mobile communications services.

9. The Zimbabwean government said producers have had ample preparation time and there is no reason to delay the lithium concentrate export ban originally scheduled to take effect in January next year. The move aims to capture higher added value from the country's natural resources.

10. Japan's Meteorological Agency said El Niño has strengthened to its strongest level on record, and the agency predicts a 100% chance that El Niño will persist throughout the entire Northern Hemisphere winter, consistent with the outlook from the U.S. Climate Prediction Center.

11. UBS said gold may test the $4,000 support level in the short term, and any pullback is an opportunity to add to positions. UBS forecasts gold will reach $4,600 in December this year and rise to $5,000 by March 2027.

Odaily reports: Analyst Axel Adler posted on X that Bitcoin short-term holders (STH) are still selling profitable Bitcoin through exchanges. Over the past 7 days, short-term holders transferred approximately 11,000 BTC to exchanges, down about 66% from the previous peak of 32,000 BTC, indicating that selling pressure has eased.

Odaily News: An internal presentation document shows that the European Central Bank wants the digital euro to be usable at all online stores in the euro area, some physical retail stores, and for direct person-to-person transfers from the moment of its official launch. This means the ECB is considering expanding the scope of use for the digital euro's initial rollout to accelerate the establishment of a digital payment system covering online, offline, and person-to-person payment scenarios.

The document states that the digital euro is planned for its first issuance in the second half of 2029, and physical store payments and person-to-person transfers should support both online and offline transactions. Previously, physical store payments had not been included in the digital euro's initial rollout plan.

Odaily: Bitdeer AI has secured a 67MW data center campus in Malaysia, planned to host NVIDIA GB300 systems. Following this expansion, its secured AI cloud business capacity has increased to 273.5MW, and its AI cloud business pipeline is expected to have exceeded $10 billion.

Odaily News: DWF Maas and Falcon Digital, investment entities under market maker DWF Labs, have filed a lawsuit against crypto custody firm BitGo in the London High Court, alleging breach of token sale lock-up clauses and seeking approximately $141 million in damages.

The two companies claim they previously sold Falcon Finance (FF) and ESPORTS tokens to BitGo at a discounted price with a three-month lock-up period, but BitGo sold the tokens before the lock-up period ended, causing token prices to decline and resulting in losses. DWF stated that BitGo's token sales caused both tokens' prices to drop, directly resulting in approximately $114 million in losses.

It is reported that the FF token price was approximately $0.08 when the lock-up began in March and fell to approximately $0.07 by the end of April; the ESPORTS token dropped from approximately $0.28 in mid-March to approximately $0.07 by early June. DWF claims that the discount BitGo received was conditioned on the tokens remaining locked up, and alleges that its tokens were transferred to exchanges approximately two months before the first unlock.

BitGo and DWF Labs have not yet commented. (FT)

Odaily News: According to on-chain detective Specter, multiple reports of Ledger user wallet thefts have appeared on X and Reddit. After tracing the theft addresses, it was found that the related addresses received inflows of funds from hundreds of victim wallets across multiple major blockchains including Ethereum, TRON, and Bitcoin, with total losses exceeding $86 million. The related addresses include: bc1qjqgwejnp8dc0x2938x9n9954hj97t82unx49dl, TK6DWNpNe1w2iJRNFpU8aHdrPTATxvXT6C, TBkcUMYC7CkTK99tkTnaStQVBastfrs9d9, TCGE3xp6YGRKXxDZiLfysgJW3f22KfMNsW, 0x69c8f401cfc6cd40ac94691d6d7c48e3b7a47841, 0x033636e45d519bebb7b5c2520ca6ce56fbdb4f7a, 0x83aeac166f6832ae3500000a24510a95a052a599, bc1qqnkwurxs99xkx5t4yffqhq3u6qwy0qpjyujtm9, bc1qgqheemzla77pesl227hdtgf5ykz62d0zvld26n, TSDWtuZ2pARUVz4v3PkL2hi3iXPjowAr5a.

Odaily News: The Trump administration is reassessing the timeline for economic pressure on Iran. As sanctions and port blockades have failed to force Tehran to accept negotiation terms, Washington is gradually accepting that the campaign may last for months or even longer, with the "economic exile" of Iran shifting from a short-term strategy to long-term attrition.

US Treasury Secretary Bessent had previously predicted that Iranian airlines would be forced to halt international operations by the end of September, but that target was not met. Although the blockade has significantly compressed Iran's new oil exports, Iran is still selling previously shipped inventory. Reuters data shows that approximately 20 million barrels of Iranian crude remain outside the blockaded area; Kpler data shows that Iran can still transport about 250,000 barrels of oil per day across land borders.

In the next phase, the US will continue targeting Iranian banks, airlines, oil transport vessels, and intermediary networks, and will pressure foreign financial institutions, warning them that transactions with Iran may face secondary sanctions, while also restricting Iran's use of shadow fleets, ship-to-ship transfers, and third-country trade to evade sanctions.

However, economic pressure has yet to translate into Iranian concessions on core issues such as its nuclear program. Tehran still demands that the US lift the port blockade, ease oil sanctions, and release frozen assets. The US assesses that by continuously squeezing Iran's oil revenue and international financial channels, time will gradually shift in America's favor, but a prolonged blockade also means higher military commitments, shipping risks, and energy market costs. (The Washington Post)

Odaily News: Ripple co-founder and crypto billionaire Chris Larsen is ramping up his involvement in U.S. politics. Disclosure data shows that during the current midterm election cycle, Larsen has donated at least $22.5 million directly to federal candidates and super PACs, and he plans to increase his contributions further. Larsen has now become one of the major donors in U.S. federal politics. His areas of interest include artificial intelligence, clean energy, cryptocurrency, and taxes on the wealthy. He was also previously among the more active political donors in the U.S. tech and crypto industries. (Bloomberg)

Odaily: Blockchain.com is seeking approval in the U.S. market to launch prediction markets and crypto derivatives trading.

Odaily News: Bloomberg ETF analyst Eric Balchunas posted on X platform that over the past 100 years, only 4% of stocks have contributed to all net wealth gains in the US market, and about half of companies have underperformed US Treasuries, so the lack of market breadth has always existed. Microsoft and Google each acquired 270 companies. He stated that these large companies are more like small nations, and investors should perhaps view the "Magnificent Seven" as the "Magnificent 700," as what currently leads the S&P 500 may be hundreds of companies.

Odaily report: Crypto trading platform Kraken is investigating an issue affecting some users on its App and web platforms, where affected users may see incorrect margin data. The specific scope of impact and progress on the fix have not yet been disclosed. (Cointelegraph)

Odaily reports that the largest banks on Wall Street are expected to disclose combined equity trading revenue of nearly $19 billion for the third quarter when they report earnings next week. However, as capital market activity begins to cool, performance gaps among banks are gradually emerging, with some banks starting to significantly outperform their competitors. This stands in sharp contrast to the situation in the first half of this year, when nearly all of the five major U.S. banks benefited from a trading boom, keeping both equity and fixed income trading desks busy.

According to analyst estimates compiled as of Thursday's New York market close, Goldman Sachs Group, which will report earnings next Tuesday, is expected to lead major banks with $5.1 billion in third-quarter equity trading revenue. Morgan Stanley is expected to follow closely with $4.9 billion in equity trading revenue; JPMorgan Chase is projected at $4.5 billion; and Bank of America's equity trading division is expected to generate $2.6 billion in revenue.

Odaily reports: According to data from prediction market platform Kalshi, traders assign a 75% probability that the number of AI data centers planned or already in operation globally will exceed 5,100 by 2027, up from 60% two weeks ago. The prediction contract will be verified by data center tracking platform Data Center Map.

According to Data Center Map, the United States currently has more than 4,700 data centers in operation or in planning, with Virginia leading at over 670, followed by Texas and California with more than 537 and 200 respectively. Meanwhile, the expansion of AI data centers has also sparked opposition from some communities, with residents concerned that projects could drive up local electricity costs and increase water consumption. (CNBC)