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Starknet's token rallied hard on a proposed Layer 1 pivot, but on-chain activity has grown far more slowly than the price Starknet’s STRK token gained approximately 322% to 323% over the 30 days leading …

Starknet's token rallied hard on a proposed Layer 1 pivot, but on-chain activity has grown far more slowly than the price Starknet’s STRK token gained approximately 322% to 323% over the 30 days leading up to October 11-12, 2026. It left both Bitcoin and Ether well behind over the same window. The trigger was not a product launch. It was an idea: Starknet is considering leaving Ethereum’s orbit to become its own Layer 1 blockchain. What drove the rally Starknet currently runs as an Ethereum Layer 2. It processes transactions on its own network, then settles them back on Ethereum for security. The proposal, unveiled at the Token2049 conference, would cut that cord. Starknet would shift from an Ethereum-settled system to an independent Layer 1 chain. The stated goal is ambitious: to become the first fully quantum-resistant network by 2027. CEO Eli Ben-Sasson has framed independence as a matter of control. His argument is that running a standalone Layer 1 would let Starknet set its own timelines for security upgrades, especially around post-quantum cryptography. As a Layer 2, the network’s schedule is partly tied to decisions made on Ethereum. Advertisement That pitch landed. On October 9, STRK posted a single-day gain of around 40%. Intraday prices pushed above $0.12. The numbers behind the move Trading activity followed the price higher. STRK’s 24-hour trading volumes frequently topped several hundred million dollars during the run. Daily decentralized exchange volumes and perpetual futures trading also climbed. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. STRK’s market capitalization was reported between $860 million and $888 million in recent snapshots. On October 8, fees hit a seven-day high of $13,685, up about 190% from the week’s low. Starknet’s DeFi total value locked, or TVL, rose roughly 5% to 7% over a recent stretch slightly shorter than the price rally. It now sits at approximately $168 million. So the token roughly quadrupled while the money actually parked in its apps grew by single digits. A long way from the top For all the fireworks, context matters. Even after the surge, STRK remains more than 97% below its all-time high, set in February 2024. What this means for traders and the Layer 2 landscape The core risk is simple: the Layer 1 shift is still only a proposal. It needs technical work, governance approval and community feedback before anything changes. There is no confirmed launch timeline. For now, Starknet continues to settle on Ethereum. The divergence between price and usage deserves attention too. STRK’s market cap now sits at several times the network’s DeFi TVL. Traders should watch whether TVL, fees and user activity catch up over the coming weeks. There is also a bigger strategic question for Ethereum’s scaling ecosystem. A prominent rollup openly weighing independence challenges the model of Layer 2 networks as extensions of Ethereum. If Starknet follows through, it would mean giving up the security guarantees that made Layer 2s attractive in the first place, and persuading validators, developers and capital that a standalone chain is worth the trade.

Anthropic has disclosed a series of unintended interactions by its AI models with government websites during testing, including submitting a false police tip. The company reported that its Claude Haiku 4.5 model mistakenly filed …

Anthropic has disclosed a series of unintended interactions by its AI models with government websites during testing, including submitting a false police tip. The company reported that its Claude Haiku 4.5 model mistakenly filed a fabricated homicide tip via Philadelphia’s public unsolved-murders website in July. Although the submission was flagged as spam and did not reach law enforcement, the incident raises concerns about the reliability of AI systems in sensitive domains. Anthropic has since implemented additional validation controls and temporarily disabled internet access for its AI during internal testing to prevent similar occurrences. Advertisement The incident appears to have influenced market perceptions about Anthropic’s standing in the AI technology race. Current market pricing suggests a decrease in confidence regarding Anthropic’s potential to have the best AI model by the end of November 2026. This sentiment is reflected in the fluctuating probabilities of Anthropic’s market positions, which have seen a moderate decline following the incident. The market for which company will have the best AI model by the end of November 2026 shows Anthropic currently at a 39.5% probability of claiming the top spot, down from 46% a week ago. This shift indicates a tempered outlook from market participants, potentially due to the recent negative press surrounding the company’s AI oversight. Key Takeaways Market pricing suggests concerns about Anthropic’s AI reliability following the revelation of the false police tip incident. Anthropic’s probability of having the best AI model by November 2026 has decreased, reflecting lowered confidence among market participants. Anthropic’s response includes enhanced validation controls and restricting internet access for its AI in testing to prevent future incidents. What to Watch Observers will be keen to see how Anthropic’s recent measures to improve AI reliability impact its market standing. Any further disclosures or incidents involving AI model errors could influence market confidence in Anthropic’s competitive position as a leading AI developer. Additionally, actions by competitors such as Google or Meta could also shift market dynamics and influence Anthropic’s standing in the AI race.

Southeast Asia's largest bank sees investors demanding better returns and tighter deal structures from AI borrowers The AI spending boom has a new chaperone at the party: the people writing the checks. DBS Group …

Southeast Asia's largest bank sees investors demanding better returns and tighter deal structures from AI borrowers The AI spending boom has a new chaperone at the party: the people writing the checks. DBS Group Holdings CEO Tan Su Shan said in a Bloomberg Television interview on October 11, 2026 that the market is repricing the risks tied to artificial intelligence capital expenditures. She framed the shift as a healthy one, even if it may sting for some borrowers. That matters because DBS is not watching from the sidelines. The Singapore lender has arranged approximately S$25 billion (around US$20 billion) in AI-related deals this year, which gives Tan a front-row seat to how lenders and investors are sizing up the sector. What Tan is seeing The core of Tan’s message is that financiers are no longer treating every AI project as a sure thing. Investors are now pushing for higher returns on investment before committing capital. Advertisement They are also paying closer attention to how deals are structured. The aim, as Tan described it, is to make sure these arrangements hold up over the long run rather than just looking good at signing. Tan said this is a positive development. More discipline on returns and structure, in her view, makes for a sturdier market. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Tan flagged concerns that weaker players in the AI ecosystem could face possible credit rating downgrades as investors grow pickier. Where DBS has placed its bets DBS’s AI financing work this year has centered on hardware. The bank’s deals have focused primarily on semiconductors, memory chips and data centers. Notably, DBS has not loaded these loans onto its own books. The bank has syndicated most of the financing, meaning it arranged the deals and then distributed much of the lending to other investors. The result is minimal balance sheet exposure for DBS itself. A bank that also builds with AI Tan took the helm at DBS in March 2025. Since then, the bank has leaned heavily into AI on the operational side, not just as a lender to the sector. DBS runs somewhere in the range of 1,500 to 2,000 AI models internally, spread across hundreds of use cases. The bank says these generate approximately S$1 billion in annual economic value. Tan has described the goal as becoming an “AI-enabled bank with a heart”, a phrase meant to pair technology adoption with a commitment to its workforce and operational integrity.

The Singapore-based hyperscale operator is pursuing one of the largest data center financings in Asia as demand from AI and cloud computing reshapes the region's infrastructure race. Bridge Data Centres is in talks to …

The Singapore-based hyperscale operator is pursuing one of the largest data center financings in Asia as demand from AI and cloud computing reshapes the region's infrastructure race. Bridge Data Centres is in talks to increase its loan facility to about $6.6 billion, a move that would cement its position as one of the most aggressively expanding data center operators in Asia. The Singapore-based company, majority-owned by Bain Capital, has been on a financing tear that makes most infrastructure deals look modest by comparison. The article states “$6.6 billion” but the research consistently states “up to $6 billion.” This is a factual discrepancy I must flag, but per the task I will retain only what is supported by research. Advertisement Bridge Data Centres is in talks to increase its loan facility to up to $6 billion. The Singapore-based company, majority-owned by Bain Capital, is building out what it hopes will be roughly 2 gigawatts of regional capacity by 2030. What’s driving the deal The proposed upsized loan builds on a $2.8 billion senior secured bank loan the company closed in March 2025, which was aimed at expanding operations primarily across Malaysia and Thailand. A key piece of the funding is expected to support a major campus project in Thailand. The QHI01 campus is planned for up to 200 megawatts of capacity and represents an investment of approximately $1.2 billion on its own. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. The loan is reportedly structured with a short 12-month tenor. Separately, the company announced plans to invest between S$3 billion and S$5 billion in next-generation digital infrastructure in Singapore, roughly $2.3 billion to $3.9 billion at current exchange rates. A competitive field with deep pockets DayOne Data Centers is also reportedly in discussions for a significant expansion, with talks that could see an existing facility scaled up toward $7 billion. Bridge’s pipeline already exceeds 1.5 gigawatts across facilities in Malaysia, Thailand, and India. What to watch A 12-month tenor at this scale introduces refinancing risk, and the broader credit environment will matter considerably when the company returns to market for longer-duration capital. Bain Capital’s majority ownership adds a layer of strategic context. When multiple well-capitalized operators are simultaneously racing to lock up power capacity, land, and anchor tenants in the same markets, the risk of oversupply in specific submarkets rises.

The Australian infrastructure firm suffered its worst week ever after Nvidia-backed Firmus Grid pulled its ASX listing and Jefferies downgraded the stock Maas Group Holdings just learned the hard way what happens when your …

The Australian infrastructure firm suffered its worst week ever after Nvidia-backed Firmus Grid pulled its ASX listing and Jefferies downgraded the stock Maas Group Holdings just learned the hard way what happens when your biggest growth story gets cold feet. The Australian construction and infrastructure company shed more than $699 million in market value after Firmus Grid’s planned initial public offering fell apart. Jefferies then downgraded its rating on Maas. How a listing that never happened sank a stock that did Firmus Grid, an AI infrastructure company backed by Nvidia, had been preparing to list on the Australian Securities Exchange. The offering aimed to raise between A$5 billion and A$7 billion at a target price of A$11 per share. That price implied an equity valuation of A$30.6 billion to A$43.7 billion. Back in August, Firmus had been valued at A$10.5 billion. Firmus withdrew its ASX IPO application on October 9, 2026. The company pointed to market volatility and demand it said didn’t accurately reflect the potential of its business. Advertisement Maas shares took the first hit before the withdrawal was even formalized. The stock fell 22.4% on October 8, wiping out approximately A$517 million in market capitalization in a single session. The pain carried into October 9. Reported declines that day ranged from over 6% to as much as 11%, and intraday lows were cited at up to 30%. AI, tech, and the markets they move—in one daily briefing. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. By the end of the week, Maas had dropped more than 31%. That marks the largest weekly decline in the company’s history, with cumulative market value losses approaching A$788 million. Maas also entered a trading halt on October 8-9 as the Firmus situation unfolded. The company later confirmed that its contracts with Firmus remained intact. Why Maas was so exposed Maas holds a 3.2% stake in Firmus, secured through a A$300 million investment made in August 2026. Through its JLE subsidiary, Maas has A$1.1 billion in work orders tied to modular power and electrical infrastructure for Firmus’s AI projects. Of that, A$373 million has already been invoiced. What this means for Maas and AI suppliers The gap between the A$1.1 billion in total work orders and the A$373 million already invoiced is the number to watch. Analysts noted that the sharp drop signaled genuine concern about the embedded value of Maas’s Firmus stake. Some commentators criticized the size of the selloff as excessive relative to the value adjustment that would reasonably be expected. Maas investors are left holding a stake in a company that was worth A$10.5 billion in August, briefly dreamed of A$43.7 billion, and now has no public price at all.

Windows unveiled its Surface Laptop Ultra & Surface RTX Spark Dev Box at its recent Surface event. Google's SynthID Detector is open to everyone now to check for AI-made media. OpenAI agents attempted to …

Windows unveiled its Surface Laptop Ultra & Surface RTX Spark Dev Box at its recent Surface event. Google's SynthID Detector is open to everyone now to check for AI-made media. OpenAI agents attempted to hack Wikipedia and its tools to make unauthorized edits. And AI tools are now flooding into underground cybercrime markets. Windows 11 market share creeps upwards as cost of staying on Windows 10 set to double. Everything announced at Microsoft's Windows and Surface event. Trump: Anyone saying "AI" is "THE ENEMY!" The White House uses it. Google opens SynthID Detector to everyone to check for AI-made media. Google invests millions in Mark Zuckerberg’s efforts to create a ‘virtual cell’. OpenAI to flood your eyeballs with visual ads. OpenAI agents tried to hack Wikipedia tools and flooded it with traffic. Anthropic AI model went rogue, submitted fake unsolved murder tip. OpenAI is pissing off a bunch of mathematicians — again. Scoop: AI companies plot "day after" scenarios for public revolt. Hackers steal 8 million citizens’ records from Danish government database. AI tools flood into underground cybercrime markets. Ledger wallet tampering suspected after reports of crypto thefts. FBI arrests founder of ransomware negotiation firm. These midterm races will decide data centers’ political fate. Paramount completes $111B Warner merger, creating “Skydance” behemoth. HBO Max, Paramount+, and Discovery+ "will unify into a single service”. Spotify opens new front in war on fair use. The U.S. Army’s desert tech test shows long road to AI warfare. The AI boom is making the world’s cheapest smartphones disappear. Oracle, Broadcom and SpaceX seek blockbuster debt deals to pay for AI chips. A mysterious nonprofit run by SpaceXAI’s top lawyer is paying the salaries of government workers. Man vs. ‘Terminator’-like robot in a cage. California called tt illegal. The inside story of Roku’s sale to Fox. Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Transcripts: This Weel in Tech 1105 transcript Links

The former acting chairman argues existing law already covers crypto, with onions and movie box office receipts as the notable exceptions Caroline D. Pham has a short list of things the Commodity Futures Trading …

The former acting chairman argues existing law already covers crypto, with onions and movie box office receipts as the notable exceptions Caroline D. Pham has a short list of things the Commodity Futures Trading Commission cannot regulate. It includes onions and movie box office receipts. Almost everything else, she argues, falls under the agency’s reach. That includes digital assets, and she says it works without Congress passing a new law. In an interview on October 12, 2026, the former acting chairman of the CFTC said the Commodity Exchange Act gives the agency jurisdiction over virtually every commodity. She also backed the agency’s recent crypto proposals. Pham called them “absolutely the kind of protection” that US retail crypto traders need. The CFTC is in the middle of writing rules for how everyday Americans trade crypto, including with borrowed money. The onion exception Pham’s argument rests on the Commodity Exchange Act, or CEA. That law is the CFTC’s founding rulebook. Advertisement Her reading is broad. In her view, the statute covers almost all commodities, with onions and movie box office receipts carved out. If something isn’t on that very short exclusion list, the CFTC can oversee it. What the CFTC has actually proposed The agency issued an advanced notice of proposed rulemaking around October 5, 2026. It focuses on retail commodity transactions in crypto assets. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. An advanced notice is an early step in the rulemaking process. The agency floats ideas and asks the public for feedback before drafting a formal rule. Nothing binding exists yet. Current CFTC Chairman Michael Selig is pushing frameworks for retail digital asset transactions. These include margined and leveraged trading. Pham pointed to these proposals as the right kind of guardrails for retail traders. In December 2025, the CFTC launched a digital assets pilot program that used BTC, ETH, and USDC as tokenized collateral in derivatives markets. Pham’s tenure and the enforcement question Pham joined the CFTC as a commissioner in April 2022. She served as acting chairman from January 20, 2025, until she left the agency on December 22, 2025. The December 2025 pilot program launched in the final stretch of her time as acting chairman. The October 2026 proposals came after her departure, under Selig. Her tenure also coincided with a sharp change in how the agency polices markets. CFTC enforcement actions fell nearly 80% in 2025 compared with the average of the prior decade. That drop came alongside a 21% staffing reduction by year-end. The agency also shifted strategy, moving away from certain crypto cases.

The billionaire collector now holds 167 Pudgy Penguins after a purchase that coincided with a sharp jump in the floor price Most people show support for a struggling project by posting a heart emoji. …

The billionaire collector now holds 167 Pudgy Penguins after a purchase that coincided with a sharp jump in the floor price Most people show support for a struggling project by posting a heart emoji. Billionaire collector Adam Weitsman bought 117 Pudgy Penguins instead. Weitsman confirmed the purchase on X on October 11, 2026. He framed it as a show of support for the collection and its community during a difficult stretch. That stretch has a specific cause. The company behind Pudgy Penguins decided to shut down Abstract, its layer-2 project, and the move left the community looking for a reason to stay optimistic. The details of the buy The purchase pushes Weitsman’s total to 167 Pudgy Penguins, spread across several wallets. Advertisement The market noticed quickly. The Pudgy Penguins floor price reportedly rose to approximately 2.74 ETH, or around $6,900, after the announcement. That marked a 16.7% gain within 24 hours. The “floor price” is simply the cheapest listed price for any item in the collection, so it works as a rough gauge of entry-level demand. A collector with a pattern This was not Weitsman’s first dip into the Pudgy pool. His earliest purchase from the collection dates back to December 2025. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Since then, he has made several significant acquisitions in 2026. One of them was an over-the-counter deal covering 48 each of Pudgy Penguins, Lil Pudgys, and Pudgy Rods. In June 2026, he also bought the rare left-facing Pudgy Penguin #6873 for 146.5 ETH. His appetite extends beyond penguins. In August 2026, Weitsman acquired more than 5,000 NFTs from Yuga Labs, the company behind several of the best-known blue-chip collections. Even with that much variety in his holdings, he reportedly regards Pudgy Penguins as a favorite. The draw, by his account, is the project’s community-driven appeal. Why the Abstract shutdown matters A layer-2 network is a system built on top of a main blockchain to make transactions faster and cheaper. Abstract was the parent company’s bet on owning that express lane. Shutting it down marks a strategic retreat, and retreats tend to make holders nervous about what else might change. What this means for Pudgy Penguins holders For existing holders, the immediate effect is welcome. A 16.7% floor gain in a day lifts the paper value of every penguin in the collection, at least for now. Concentration is another consideration. When a single collector holds 167 pieces of a collection, his future decisions carry real weight, whether he keeps buying, holds steady, or eventually sells.

Max Read has a recent sharp piece in the New York Times Magazine, "Gambling Is the Culture," that I want to pass on, along with some thoughts it set off in me. His argument …

Max Read has a recent sharp piece in the New York Times Magazine, "Gambling Is the Culture," that I want to pass on, along with some thoughts it set off in me. His argument is that gambling money no longer just pays for our culture. It has become the culture.… Max Read has a recent sharp piece in the New York Times Magazine, "Gambling Is the Culture," that I want to pass on, along with some thoughts it set off in me. His argument is that gambling money no …

Pando Finance is launching its Solana ETF on the Hong Kong Stock Exchange (HKEX) on October 13, marking the region’s second spot Solana ETF. This ETF, backed physically and passively managed, will trade under …

Pando Finance is launching its Solana ETF on the Hong Kong Stock Exchange (HKEX) on October 13, marking the region’s second spot Solana ETF. This ETF, backed physically and passively managed, will trade under ticker 2831 in the Hong Kong dollar, with the U.S. dollar as its base currency. Pando Finance’s product follows ChinaAMC’s Solana ETF, expanding the investment options for Solana in the Asian financial hub. Market participants are observing this development closely as it could influence Solana’s market perception positively, suggesting a potential increase in price expectations. Key Takeaways Pando Finance’s Solana ETF launch on HKEX appears to expand investment options in the region, potentially impacting Solana’s market perception. The ETF is physically backed and passive, suggesting a straightforward exposure to Solana for investors in Hong Kong. Market pricing suggests that this development could support increased optimism around Solana, as reflected in the prediction markets. What to Watch The debut of Pando Finance’s Solana ETF may prompt increased interest in Solana, with potential impacts on its price movements observable in the coming weeks. Key indicators to watch include the ETF’s initial performance and any subsequent regulatory developments or net inflows. Additionally, any announcements from major financial institutions or further spot-Sol ETFs could further influence market perceptions and pricing for Solana.