Odaily reports: Coinbase Institutional posted on X that Bitcoin (BTC)'s correlation with gold is near historic highs, but similar correlation does not mean identical returns. Over the past month, BTC rose while gold fell, indicating that even with higher interest rates, marginal capital demand still favors Bitcoin. Coinbase Institutional also noted that BTC's 90-day correlation with gold and its beta to the Nasdaq 100 have both declined.

Odaily reports that according to Bithumb's official announcement, Gate has been officially added to the VASP (Virtual Asset Service Provider) support list of CODE, the Travel Rule (anti-money laundering fund transfer rule) compliance solution under South Korea's Bithumb.

Previously, Gate had also been included by Upbit in its supported overseas VASP scope. With this inclusion in Bithumb CODE's support scope, users can now conduct digital asset transfers that comply with Travel Rule requirements between Gate and other CODE-connected VASPs.

Odaily News: AT&T has signed a multi-year fiber supply agreement with Corning valued at over $3 billion. AT&T has committed to investing more than $250 billion in U.S. connectivity over the next 5 years. (Sina Finance)

Odaily reports that Matt Cole, CEO of Bitcoin treasury company Strive, stated in a post that in Bitcoin treasury strategies, the "amplification ratio" is the most important factor driving total returns. His model shows that over 99% of total return variation is determined by the amplification ratio, while the impact of cost of capital is far lower than commonly perceived by the market.

Cole stated that Strive's goal is to outperform Bitcoin by maximizing total returns for common shareholders, with its base case projecting Bitcoin's annualized compound growth rate at approximately 50% through 2030. Cole said he hopes to raise Strive's amplification ratio above 60% later this year, but if warrants are exercised in the coming weeks or Bitcoin rises further, achieving that target will become more challenging.

Odaily News: Litecoin treasury company Lite Strategy has released its financial results for the fiscal year ended June 30, 2026. According to reports, fiscal year 2026 was its first full fiscal year since implementing its LTC treasury strategy. The company disclosed that it deployed $100 million during the fiscal year to purchase over 900,000 LTC; as of June 30, its holdings stood at 832,716 LTC, representing more than 1% of the total LTC mined to date. Regarding share buybacks, the company's previous buyback round repurchased approximately 4.4 million shares of LITS, representing about 12% of outstanding shares; as of September 22, total buybacks had increased to approximately 6.4 million shares, raising the proportion to about 17%. Additionally, from the launch of its LTC covered call strategy through September 22, the company has recorded approximately $930,000 in option premium income. (Globenewswire)

According to on-chain data monitoring, trader Doomer (@solanadoomer) is continuously accumulating PUMP through limit buy orders. After his last similar purchase, the price of PUMP rose by about 5%. The trader still holds approximately $6 million in stablecoins, which have not yet been deployed into the market.

Odaily News: Muse surpassed 3 million installs in the U.S. within 16 days of launch, with early growth clearly outpacing other mainstream AI applications. Deutsche Bank believes that Muse's long-term monetization focus may shift from subscriptions to transaction commissions, payments, and advertising, with revenue potentially exceeding $36 billion by 2030 under an optimistic scenario. High inference costs remain a scaling challenge, while wearables and enterprise AI agents are expected to further expand Muse's use cases. Deutsche Bank maintains its "Buy" rating on Meta and raises its price target from $750 to $820. (Sina Finance)

Odaily report: Bloomberg ETF analyst Eric Balchunas posted on X that bond mutual funds can be seen as an early warning signal in a rising interest rate environment, and listed the worst-performing active bond funds in September for the market to watch. Eric Balchunas said that large funds such as PIMCO and Fidelity have a greater impact on deepening the bond selloff, but smaller funds may encounter potential problems earlier.

According to Odaily, GMGN data shows that the Meme token "Immortal Fruit Flies" once surged to a market cap of $800,000 and was included in BSCdaily's (@bsc_daily) weekly spotlight recommendations.

On September 15, CZ posted on X stating that it would be cool if someone could create "Immortal Fruit Flies" on BNB Chain. This token is the CTO version of the Meme built around this concept.

Odaily reports that Japan's National Tax Agency officially launched its next-generation core tax system KSK2 on September 24, integrating data and applications previously managed separately by different tax categories to strengthen tax information analysis and filing verification.

It is reported that annual transaction reports provided by crypto asset exchanges, bank fund records, and overseas tax information exchange data can be used to identify potential filing omissions in crypto asset transactions. Japan's National Tax Agency has officially confirmed that KSK2 completed its system update on September 24, but this announcement did not specifically disclose the AI analysis rules targeting crypto assets. (CoinPost)

Odaily News: According to market sources, CEA INDUSTRIES will be renamed BNB STANDARD effective September 29, 2026.

Odaily News: According to MSX.COM data, Cboe Global Markets (CBOE) rose over 6% in pre-market trading. It has signed a 25-year exclusive licensing agreement extension with S&P Dow Jones Indices, valid through 2051, and will continue to hold exclusive rights to trade options on the flagship S&P 500 index. Additionally, CBOE may collaborate with S&P Dow Jones Indices to explore innovations in new products such as tokenized options contracts.

Odaily News: DeepSeek Harness v0.2 preview version has been officially released, offering out-of-the-box desktop installation packages for macOS and Windows. According to the introduction, the new version comes preloaded with commonly used features for daily office work and development, making essential capabilities available right out of the box. Additionally, a new plugin installation and management page has been added, along with more flexible configuration options, allowing users to extend functionality on demand and build a smarter product that better suits their needs. (STAR Market Daily)

Odaily reports that US House Speaker Mike Johnson stated that today's AI meeting at the White House will reach an agreement, and noted that AI industry leaders welcome a certain degree of regulation. (CNBC)

Odaily News — Crypto payment company MoonPay has established a subsidiary in South Korea, MoonPay Korea, and plans to use South Korea as the hub for its APAC business expansion.

The company has partnered with KakaoBank, Woori Bank, and KB Financial Group, with related businesses covering cross-border payments, Korean won stablecoin distribution, wallet services, and crypto asset on/off-ramps. MoonPay previously signed a memorandum of understanding with Woori Bank to support global distribution of Korean won stablecoins, cross-border settlement, wallet integration, and currency exchange infrastructure. In addition, MoonPay will apply for the necessary licenses in South Korea and push for further integration of its services into the local Korean financial system.

Odaily News: The Hong Kong SAR Government announced today (September 29) the successful pricing of approximately HK$20 billion equivalent in digital green bonds under the Government Sustainable Bond Programme, covering Hong Kong dollars, Renminbi, US dollars, and euros. In addition to continuing the use of traditional settlement methods and the tokenized central bank money settlement option introduced last time, this issuance also introduced tokenized deposits through EnsembleTX in the primary issuance settlement process for the HKD-denominated bonds, making it among the world's first digital bonds to incorporate HKD tokenized deposits. This further enhances the digital ecosystem and lays the foundation for exploring the programmability of digital currencies.