Odaily reports that Optimism has announced that KB Securities, a South Korean securities firm, has signed a memorandum of understanding with Securitize and Optimism, planning to launch tokenized financial products for Korean institutional investors based on OP Mainnet. The initial products include tokenized money market funds and a fund based on KB Asset Management's flagship strategy. The three parties also plan to explore products such as tokenized stocks and ADRs, corporate bonds, and Korean government bonds.

Odaily News: Bitwise has released its first "Institutional Crypto Asset Adoption" report, based on interviews with investment professionals responsible for crypto asset allocation at 15 large institutions. The report states that between Q4 2025 and Q2 2026, the crypto market experienced an overall drawdown of approximately 50%, yet none of the surveyed institutions reduced their crypto asset allocations, and some even increased their holdings further. All surveyed institutions holding crypto assets hold Bitcoin, with most viewing it as a store of value and ranking it alongside gold as a hedge against fiat currency depreciation. The report also shows that the surveyed institutions' crypto asset allocation ratios range from 0.5% to 13% of investable assets, with most concentrated between 1% and 2%.

According to Odaily, predict.fun announced on X that it has launched a stock up/down prediction market, where users can predict popular stock prices within a 15-minute window. The market is powered by Chainlink and queries Binance futures index prices. The market is only available on BNB Chain and currently supports stocks such as AMZN, Nvidia, and META.

Odaily News: The European Securities and Markets Authority (ESMA) will include AI and tokenization in the EU's strategic supervisory priorities starting in 2027, coordinating relevant oversight among member state regulators.

Regulators will map out AI and tokenization applications oriented toward investors, document how financial institutions are using or planning to use them in products and processes, and conduct preliminary examinations of some affected institutions.

ESMA will focus on risks such as biased or misleading AI outputs, products that are difficult for investors to understand, and reliance on a small number of third-party vendors. This matter will be advanced in parallel with the cyber and operational resilience supervisory priorities launched in 2025. (Cointelegraph)

Odaily News: According to Lookonchain monitoring, on September 23, Bitcoin ETFs recorded a single-day net inflow of 7,107 BTC, valued at $609 million; over the past 7 days, the net inflow was 20,738 BTC, valued at $1.78 billion. Ethereum ETFs recorded a single-day net inflow of 67,597 ETH, valued at $184 million; over the past 7 days, the net inflow was 86,117 ETH, valued at $234 million.

According to MSX.COM data, some AI application software stocks in the U.S. market rose. Palantir surged over 4% in early trading, ServiceNow gained over 2%, Salesforce and Snowflake rose nearly 2%, and Shopify climbed over 1%; Applovin fell nearly 6%.

Odaily reports that Bitcoin News posted on X that the Bitaxe Naja Duo is now in stock and shipping from the United States. Developed by @SoloSatoshi, this device is the first Bitaxe to use multiple BM1373 chips and is assembled in the United States; it has a hash rate of 4.4 TH/s, power consumption of about 42 watts, and energy efficiency 1.6 times that of the Bitaxe Gamma.

According to Gate data, the US dollar to Japanese yen (USD/JPY) exchange rate has risen above 158.0, currently at 158.007, with a 24-hour gain of 0.5%.

Odaily reported, according to Gate data, Brent crude oil (XBRUSD) rose above $102/barrel, currently at $102.01/barrel, with a 24-hour gain of 2.1%.

According to Gate data, the US dollar against the Chinese yuan (USDCNH) rose above 6.710, now at 6.71024, with a 24-hour gain of 0.2%.

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.

Odaily News — In the "Binance Living Room" session of the "Ye Tan — Beneath the Cycle" private gathering, renowned economist Ye Tan shared her views on topics including the Kondratieff cycle, changes in China's economic structure, and the flow of wealth. She stated that if we are currently at a turning point in the Kondratieff cycle, the internet era is drawing to a close, while AI has already become a new growth direction, and this round of change has in fact already begun.

Ye Tan pointed out that against the backdrop of an overall investment downturn in China, AI-related infrastructure investment remains at the level of tens of trillions of yuan, with an average annual compound growth rate exceeding 10%. If the related plans continue through 2030, social wealth and resources may continue to tilt toward emerging industries such as AI. However, she also emphasized that AI itself contains sub-sector differences and market fluctuations, and industry growth does not necessarily mean that related investments will be profitable.

From the perspective of China's economic cycle, Ye Tan believes that China has rapidly completed multiple stages over the past 40-plus years, including manufacturing, basic industries, and informatization, with the pace of economic structural transition notably accelerating, which has also brought about dramatic divergence among different assets and industries. Citing real estate and high-tech industries as examples, she noted that during the same period, different industries and groups of people may have vastly different perceptions of the economic cycle, which essentially reflects the redistribution of wealth among different industries.

At the medium-cycle level, geopolitics is also affecting industry prosperity. Using the shipbuilding industry as an example, Ye Tan said that the obstruction of the Red Sea shipping route has lengthened shipping routes and reduced vessel turnover efficiency, objectively increasing shipping companies' demand for vessels and extending the duration of the shipbuilding industry's prosperity cycle.

Regarding the current economic environment, Ye Tan stated that traditional manufacturing and some consumer industries may be at the end of a recessionary cycle and gradually bottoming out, but at the same time, new industries are rising, creating pronounced structural divergence. She believes that the cycle itself will not directly tell investors what to buy, but it can help observe where wealth and capital are flowing and where risks are accumulating.

Finally, Ye Tan emphasized that different investors have different tools they excel at and different risk tolerance levels, and they should invest according to their own circumstances, testing the waters with small amounts and acting within their means.

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)

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%.

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.

Odaily News: According to the latest data from Gate, the price of gold fell to $4,308.24/oz, down 1.12% on the day. The price of silver dropped to $65.237/oz, down 2.2% on the day.

In forex, the U.S. dollar rose 0.15% against the offshore Chinese yuan (USD/CNH) on the day, with the current exchange rate at 6.70821. The U.S. dollar rose 0.31% against the Japanese yen (USD/JPY) on the day, with the current exchange rate at 157.802.

In global stock indices, the Euro Stoxx 50 (EUSTX50) fell 0.6% on the day to 6,314.16 points; the UK FTSE 100 (UK100) fell 0.38% on the day to 10,706 points; the Germany DAX 40 (GER40) fell 0.94% on the day to 25,456.8 points.

In commodities, WTI crude oil rose 1.38% on the day to $95.69/barrel. Brent crude oil rose 2.1% on the day to $101.62/barrel.

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