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)

Odaily reports: According to on-chain analyst Ember, as BTC rebounded past $83,000, well-known rollover trader AguilaTrades (0x1f25...f925)'s short position was forced to stop out, resulting in a $250K loss. AguilaTrades had not opened any positions for the previous 14 months. After opening this time, yesterday's long position lost $300K, and the subsequent short position lost another $250K. Their $700K principal dropped to $150K within a single day, bringing total losses to $38.16 million.

Odaily reports: U.S. Treasury Secretary Scott Bessent stated that the Trump administration is escalating its "maximum pressure" campaign against Iran into an "absolute isolation" effort. In addition to financial sanctions, the campaign will seek to restrict Iran's access to international markets, transportation networks, and financial resources through measures including a maritime blockade, restrictions on air transport, and the severing of overland routes. Bessent said the U.S. government may seize approximately $1 billion worth of crypto assets this week, and that it has already identified the location of the relevant assets and taken containment measures.

Bessent said the United States is cooperating with the UAE and Oman, and coordinating with Pakistan and Turkey, in an attempt to cut off Iran's overland transportation routes, with the goal of blocking Iran's oil exports and restricting international travel by Iranian officials and related individuals. It remains unclear which specific tokens, wallet addresses, enforcement agencies, and legal grounds are involved in this operation, and whether the relevant actions have already been formally implemented is also not yet clear.

Odaily reports that Bank of America strategist Michael Hartnett said money market funds attracted $166.4 billion in inflows in the week ending October 7, the largest weekly scale since April 2020. He believes that as long as the Federal Reserve does not initiate sustained and significant monetary easing, this batch of funds will find it difficult to leave cash-like assets on a large scale in the short term. Hartnett summed up the current logic of capital flows in one sentence: "No rate cut, no reduction in cash."

Unlike the common previous judgment that "too much cash will eventually flow into the stock market," he believes that the current elevated level of cash does not necessarily mean there will be massive potential buying power for stocks in the future, because cash itself can already provide relatively attractive yields. The market now expects that the Fed's next rate hike is more likely to occur in December rather than at the late-October meeting. The rates market is also pricing in the possibility of continued tightening in the coming months. In this environment, cash is no longer a "waiting asset" with almost no yield.

Money market funds and short-term bonds can provide relatively high interest while price volatility is significantly lower than that of stocks and long-term bonds, so investors have no obvious incentive to rush into taking on more risk.

Odaily News: The Zcash development team plans to incorporate quantum-resistant signature opcodes into the network in January 2027, supporting transaction verification through hash-based signatures to reduce the threat that breakthroughs in quantum computing technology pose to wallet key security. However, the official activation time has not yet been determined. Zakura engineer Roman Akhtariev stated that the mechanism will be primarily applied to Zcash's transparent transaction system. As of Thursday, approximately 11.96 million ZEC were held in the transparent address pool, accounting for about 70% of the 16.98 million ZEC in circulation. In addition, Zakura has launched a wallet balance query tool based on Private Information Retrieval (PIR), and an experimental version is already available through the "Private queries" setting in the Zcash wallet Vizor.

Odaily News — According to on-chain analyst Yu Jin's monitoring, Hyperliquid's biggest long whale currently holds $320 million in long positions across 10 addresses, with unrealized profits of $8.77 million. The positions include 1,400 BTC and 82,000 ETH, with an average entry price of $75,967 for the BTC longs and $2,493 for the ETH longs. This entity primarily goes long on BTC and ETH, and has accumulated $117 million in profits this year through multiple rounds of long positions.

Odaily reports that security researcher beaksec (Emiliano Versini) has disclosed a high-risk vulnerability, CVE-2026-107181, affecting Telegram Desktop 7.2.8 and earlier versions. Attackers can craft a malicious tg:// link to read arbitrary local files via IPC injection, including tdata session files, and send them to an attacker-controlled channel, potentially leading to account takeover. The vulnerability has been fixed in version 7.2.9.

Odaily Report: Telegram has released version 13.0 with a built-in Gram Wallet, which will be gradually rolled out to all users.

According to MSX.COM data, US optical communications leader Lumentum rose over 6% in pre-market trading, while Coherent gained more than 4%. Lumentum's CEO stated that optical component capacity has been "sold out" through early 2029.

According to Odaily, Bitcoin Treasuries posted on X that Barclays, with a scale of $2.3 trillion, has reiterated its Buy rating on Bitcoin treasury company Strategy (MSTR) and raised its target price to $175. Barclays categorizes Strategy alongside fintech giants such as Visa and Mastercard.

Odaily News: As artificial intelligence technology is increasingly viewed as a national security issue, amid growing calls for stronger AI regulation and following multiple cybersecurity incidents caused by out-of-control AI systems, companies developing frontier AI technology are intensifying efforts to establish connections with U.S. President Trump's White House. Since the beginning of this year, Anthropic has appointed at least two former Trump administration officials, one to its board of directors and another as head of frontier compute strategy. OpenAI has hired at least three officials who previously served in the Trump administration, working on strategy and special projects.

Michelle Nie Duncan, a visiting research fellow with the Technology and National Security Program at the Center for a New American Security (CNAS), said companies have realized that the Trump administration holds many policy tools that can affect their businesses, including federal government procurement, supply chain risk designations, and export controls, and that the government is willing to use these measures. "These companies have learned from Anthropic's experience and realized that maintaining good relations with the White House is beneficial," she said. (CNBC)

1. Yilihua: Currently leaning toward BTC dropping below $79,000; bullish on a pullback but not shorting;

2. Binance will add monitoring tags for BICO and CVC on October 9;

3. Holdings increased to approximately 848,000 BTC; Strategy has no fixed Bitcoin holding target, and Michael Saylor says the digital asset "gold rush" will continue until 2035;

4. Fidelity Vice President of Research: The bear market may not be over yet, and BTC has yet to face the November cycle test;

5. MARA Holdings sold 996 Bitcoin, worth $81.13 million;

6. SK Group Chairman Chey Tae-won: Chip demand is expected to continue growing rapidly;

7. In September, the four major public chains' main Launchpads issued over 1.9 million tokens, setting a record high;

8. With cumulative profits of $9.26 million and a 100% win rate, a certain address went long on 12,000 ETH with 20x leverage;

9. Binance Alpha will remove 14 tokens on October 9;

10. U.S. optical communications sector rebounded in pre-market trading, with Lumentum saying optical component capacity is "sold out" through early 2029.

PPP prediction market tool monitoring shows that the probability of "BTC will hit $75,000 in the remaining period of October" on Polymarket has dropped to 26%, down 6% in 24 hours.

According to the settlement rules, this market is based on the Binance BTC/USDT trading pair. Within the specified month in the title (from 00:00 ET on the 1st of the month to 23:59 ET on the last day), if the high price of any 1-minute candle is equal to or higher than the price specified in the title, it will immediately settle as Yes; otherwise, it will be No. This market is based solely on the High price of Binance BTC/USDT 1-minute candles. Prices from other exchanges, trading pairs, or spot markets are not taken into account.

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