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Bitcoin’s highest weekly close in eight months formed low-timeframe resistance at the start of Monday’s US trading session. Bitcoin (BTC) fluctuated around $86,000 after Monday’s Wall Street open as US bond yields continued to …

Bitcoin’s highest weekly close in eight months formed low-timeframe resistance at the start of Monday’s US trading session. Bitcoin (BTC) fluctuated around $86,000 after Monday’s Wall Street open as US bond yields continued to rise. Key points: Bitcoin rejected near its weekly close of $86,570 after the start of the US trading session. US bond yields staged a rebounBitcoin price action continued with smaller moves, with the 2026 yearly open at $87,570 lingering overhead as key psychological resistance.d to eye new 24-year highs after dropping on Friday. Glassnode analysis reported less “aggressive upward momentum” visible in onchain data in recent days. Bitcoin indecisive as US bond yields return higher Data from TradingView showed BTC/USD struggling to move beyond its weekly open level near $86,500 after the highest weekly close since late January. BTC/USD one-hour chart. Source: Cointelegraph/TradingView US bond yields, already under scrutiny, headed higher on the day. The 30-year yield passed 5.67% once again, just two basis points below 24-year highs seen last week. The 10-year yield returned to 5.31%, with last week’s high at 5.34%. US 30-year bond yield one-hour chart. Source: Cointelegraph/TradingView Commenting, trading company QCP Capital reiterated that even recent cooler US employment data had not been enough to calm bond markets as broader geopolitical uncertainty persisted. “Despite the dovish employment print, elevated oil prices and elevated long-dated yields continue to limit upside momentum for risk assets broadly,” it wrote in its latest analysis. US stocks opened moderately higher on Monday, with the S&P 500 and tech-heavy Nasdaq Composite Index up 0.5% and 0.7%, respectively, as traders saw the Federal Reserve pausing interest-rate hikes at the next Federal Open Market Committee (FOMC) meeting on Oct. 28. S&P 500 one-day chart. Source: Cointelegraph/TradingView In a note quoted by CNBC, Deutsche Bank analysts suggested that the minutes from the September FOMC meeting, to be released on Wednesday, would carry more weight than usual due to the bond sell-off. “The highly unsettled bond market makes the incoming US data and Fed communication particularly relevant. So the minutes will be worth watching for how the broader Committee is framing the current tightening cycle and for its discussion of the neutral rate, where estimates shifted higher in the September SEP,” they wrote, referring to the Fed’s most recent summary of economic projections. BTC price “aggressive upward momentum” fades Bitcoin price action continued with smaller moves, with the 2026 yearly open at $87,570 lingering overhead as key psychological resistance. Related: Bitcoin ETFs notch third inflow week as Ether ETFs shed $138M Compared to mid-September, when BTC/USD returned to $87,000 for the first time in eight months, onchain analytics platform Glassnode flagged a drop in buyer dominance. “This behavior reflects a moderation in aggressive upward momentum without signalling an immediate trend reversal or structural exhaustion,” it wrote in its latest Weekly Market Pulse on Monday. Glassnode added that Bitcoin has held its September upside even as profit-taking continues to “run hot.” Previously, Cointelegraph reported on BTC owned by long-term holders (LTHs) being of particular interest in the area beyond $85,000.

Bloomberg Terminal has integrated live streaming quotes for Hyperliquid perpetual futures, spanning various asset classes including cryptocurrencies, equities, commodities, foreign exchange, and indexes. This development marks a significant milestone in Hyperliquid’s visibility within professional …

Bloomberg Terminal has integrated live streaming quotes for Hyperliquid perpetual futures, spanning various asset classes including cryptocurrencies, equities, commodities, foreign exchange, and indexes. This development marks a significant milestone in Hyperliquid’s visibility within professional environments, as it becomes part of a platform widely used by financial institutions for market analysis. Although the Bloomberg Terminal will not facilitate execution for Hyperliquid’s products, the availability of real-time data is expected to enhance market participants’ ability to track and analyze these assets. Hyperliquid operates on its own Layer-1 blockchain, offering decentralized perpetual futures that have gained enough prominence to be included alongside traditional financial benchmarks. Key Takeaways The integration of Hyperliquid quotes on Bloomberg Terminal suggests increased visibility for the decentralized exchange in professional circles. Market participants appear to view this development as supportive of a YES outcome for Hyperliquid reaching $100 by the end of 2026, with the market currently pricing this scenario at 76% YES. The availability of live quotes may indicate heightened interest and potential activity in Hyperliquid’s perpetual futures. What to Watch Observers will focus on whether the increased exposure from Bloomberg Terminal leads to higher volumes and broader adoption of Hyperliquid’s offerings. The trajectory of Hyperliquid’s price and market cap will be key indicators to watch, especially if it enters the top 10 cryptocurrencies. Additionally, any major partnerships or institutional endorsements could further influence market expectations regarding Hyperliquid’s price targets.

Trading in Story's IP token is disabled from October 5 to 7, 2026, while holdings convert automatically to DATA at a 1:1 ratio Trading support for Story (IP) is temporarily disabled from October 5 …

Trading in Story's IP token is disabled from October 5 to 7, 2026, while holdings convert automatically to DATA at a 1:1 ratio Trading support for Story (IP) is temporarily disabled from October 5 to October 7, 2026. For three days, the token sits in a kind of witness protection program while it gets a new name and a new job. The pause covers the window in which IP converts into DATA, the token of the newly rebranded DATA Foundation and Data Network. Holders don’t need to do anything. Their balances are set to convert automatically at a 1:1 ratio. How the migration works The trading halt applies across several exchanges, including Coinbase. During the October 5 to 7 window, IP balances convert to DATA or DATAIP, one for one. No claim forms, no bridges, no wallet gymnastics. The swap happens on the exchanges’ end while trading is frozen. Trading in the new DATA token is set to resume once the conversion wraps up. The supply structure carries over unchanged from IP to DATA. IP had a capped supply of 1 billion tokens. Because the conversion is 1:1 and the supply structure stays the same, a holder’s slice of the total pie is meant to look identical on both sides of the migration. Advertisement From IP licensing to AI data The migration is the final mechanical step in a rebrand announced on June 25, 2026. That announcement moved the project from Story Protocol to the DATA Foundation and Data Network, with a new focus on AI training data infrastructure. Story launched its mainnet and IP token in February 2025 as a Layer 1 blockchain built for intellectual property. The idea was to tokenize IP and handle licensing on-chain, so creators could register work and get paid when others used it. 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. Story Protocol raised approximately $134 million from investors including Andreessen Horowitz. The shift toward data started with Trace, an on-chain data registry. Think of it as a ledger that records where a piece of data came from and who has rights to it. The project then added an integration with Kled, which aims to document 1.5 billion user-contributed records through Trace. The price history behind the pivot IP reached a peak of around $14.78 and has since fallen nearly 98% from that high. What this means for holders and the project For current IP holders, the immediate takeaway is simple. If your tokens sit on a participating exchange like Coinbase, the conversion should happen automatically. Your job is mostly to not panic when the IP ticker disappears and DATA shows up in its place. The DATA Foundation carries over the Story infrastructure, the Trace registry and the Kled integration, rather than launching an entirely new chain or token supply. On the business side, the pivot puts the project into a crowded but growing field. AI developers increasingly need training data that is rights-cleared, meaning it comes with clear permission to use. A registry that can prove provenance and track rights could fill a real gap, especially as scrutiny of how models are trained keeps building. Documenting 1.5 billion records through Kled is an ambitious target, and the value of the network will depend on whether AI companies actually use Trace to source and license data. For now, the next concrete milestone is October 7, 2026, when the conversion window closes. After that, DATA trades on its own merits, without the IP name to lean on or blame.

Democrats have a large advantage among young voters in Michigan across the different races coming to the ballot in November, according to a new poll from the Alliance for Youth Power PAC and YouGov …

Democrats have a large advantage among young voters in Michigan across the different races coming to the ballot in November, according to a new poll from the Alliance for Youth Power PAC and YouGov released Monday, which showed “pretty unambiguously good news… Democrats have a large advantage among young voters in Michigan across the different races coming to the ballot in November, according to a new poll from the Alliance for Youth Power PAC and YouGov r…

Taiwan Semiconductor shares closed at NT$2,575, pushing its market value to approximately US$2.5 trillion ahead of key earnings dates Taiwan Semiconductor Manufacturing Co. set a new personal best on October 5, 2026. Its shares …

Taiwan Semiconductor shares closed at NT$2,575, pushing its market value to approximately US$2.5 trillion ahead of key earnings dates Taiwan Semiconductor Manufacturing Co. set a new personal best on October 5, 2026. Its shares touched an intraday high of NT$2,580 before closing at NT$2,575, up 3% on the day and at an all-time record. The move lifted TSMC’s market capitalization to approximately NT$66.9 trillion, or around US$2.5 trillion. The numbers behind the record TSMC had company at the top. The Taiwan Weighted Index, better known as TAIEX, also posted a record close, finishing at 49,712.04 after a 2.55% gain. Trading volume on the index topped NT$1.15 trillion. Advertisement Two forces drove the rally. The first was a rebound in US technology stocks, which gave the wider chip sector a lift. The second was continued demand tied to artificial intelligence. AI developers keep looking to TSMC for its most advanced chips and its contract manufacturing services. Year to date, TSMC shares have gained more than 55-60%. 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. Revenue is doing the heavy lifting TSMC’s August sales jumped 53% compared with the same month a year earlier. For the full year, TSMC’s 2026 revenue growth is projected at slightly above 40% in US dollar terms. TSMC is also spending heavily to keep pace. Its capital expenditure guidance sits between US$60 billion and US$64 billion. The backdrop: AI demand and potential new partners Potential collaborations are adding to the optimism. Among them are discussions with Elon Musk’s Terafab about a manufacturing facility in Texas. Those talks remain discussions, not a signed deal. What this means for investors TSMC is set to release its September sales figures on October 8, followed by third-quarter earnings on October 15. The capex guidance deserves attention too. Spending between US$60 billion and US$64 billion only pays off if AI demand stays strong. The Terafab discussions are worth tracking as well. Any formal agreement on a Texas facility would expand TSMC’s footprint.

Hi HN, I'm Hongyin. I built Vibivibi (https://vibivibi.com) because I kept starting a coding agent session on my laptop and wanting to continue it on a server, or hand it to a colleague. I …

Hi HN, I'm Hongyin. I built Vibivibi (https://vibivibi.com) because I kept starting a coding agent session on my laptop and wanting to continue it on a server, or hand it to a colleague. I want an easier way to do it but won’t trust anyone hosting my traces w… What exactly gets synced?+ The agent's own session file: the full transcript as Claude Code, Codex CLI, OpenCode or Pi wrote it, with its original session id. Pulling it on another machine installs …

The Stripe-backed USDsui, which routes reserve yield into SUI buybacks, is now tradable on Bullish in eligible regions Sui Dollar, the native stablecoin of the Sui blockchain, is now available to trade on Bullish …

The Stripe-backed USDsui, which routes reserve yield into SUI buybacks, is now tradable on Bullish in eligible regions Sui Dollar, the native stablecoin of the Sui blockchain, is now available to trade on Bullish in eligible regions. The token trades under the ticker $USDsui. It reached a centralized exchange order book only weeks after its launch, which is quick for a stablecoin built for one specific chain. What USDsui actually is $USDsui launched on March 4, 2026, as a fiat-backed, USD-pegged stablecoin native to Sui. Bridge, a company owned by Stripe, issues it on a 1:1 basis through its Open Issuance platform. Each token is backed by a reserve of dollar assets. That reserve includes US Treasuries, repos, money-market funds and cash, with an emphasis on short-term Treasuries. The token was built to support payments and decentralized finance (DeFi) inside the Sui ecosystem. DeFi refers to lending, trading and other financial services run by software on a blockchain rather than by a bank. Advertisement The circulating supply sits between approximately 78.5 million and 78.85 million tokens. Market capitalization is near $78–79 million, and the token has held its $1.00 peg. The yield twist Most fiat-backed stablecoins operate on a simple business model. Users hold tokens that earn nothing, the issuer parks the reserves in Treasuries, and the issuer keeps the interest. 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. USDsui tweaks that arrangement. Yield generated by its reserves is directed toward buybacks of the SUI token and toward liquidity incentives for DeFi on Sui, rather than flowing only to the issuer. A buyback means using money to purchase SUI tokens on the open market. Liquidity incentives are rewards paid to users who deposit assets into trading pools, which helps those markets run smoothly. Where it already lives on-chain Before landing on Bullish, USDsui had already been integrated into several DeFi applications on Sui. Those include Cetus, Bluefin and Turbos Finance. In some snapshots of Sui network activity, USDsui ranks as the second-largest stablecoin on the chain. The top spot belongs to USDC. Stablecoin transfer volumes on the Sui blockchain exceeded $100 billion in early 2026, alongside growing institutional demand for stablecoins. What this means For traders, the Bullish listing adds a new venue to access USDsui without first moving funds onto Sui itself. The Stripe connection is also a meaningful signal. Bridge’s involvement ties USDsui to a major payments company, which may appeal to institutions that care about who sits behind a stablecoin’s reserves. There are risks worth keeping in view. USDsui is weeks old, its supply is a fraction of USDC’s, and its success depends heavily on continued activity within one blockchain. The listing is limited to eligible regions, so availability will vary depending on where a user is based.

VanEck's spot BNB fund logged its first major flow, but independent data has yet to back it up The VanEck BNB ETF pulled in $97 million on Friday, according to VanEck. That would be …

VanEck's spot BNB fund logged its first major flow, but independent data has yet to back it up The VanEck BNB ETF pulled in $97 million on Friday, according to VanEck. That would be the fund’s first major flow since its US debut earlier this year. A big number meets a small fund The fund trades under the ticker VBNB. It launched on May 28, 2026, as the first spot exchange-traded fund in the US offering direct exposure to BNB, the native token of BNB Chain. Spot means the fund holds actual BNB rather than futures contracts tied to its price. Buy a share, and somewhere a custodian is holding the real tokens on your behalf. The sponsor fee is set at 0.39%. Anchorage Digital Bank served as the initial custodian. As of early October 2026, VBNB held roughly $2.3 million to $2.7 million in assets under management. Advertisement A $97 million single-day inflow would dwarf that entire asset base many times over. Daily volume in one instance came in at approximately $13.8k. 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. Glassnode reported zero net flows for VBNB as of October 2, 2026. The reported $97 million inflow has not been independently verified by major reporting sources. Operational changes have done most of the talking VanEck amended its custody arrangements to add BitGo as a second custodian alongside Anchorage. In a September 25, 2026 amendment to its custody agreement, VanEck named Figment as a staking validator for the fund. Staking assets will carry a 4% fee on staked holdings. VanEck updated the fund’s objectives so that staking now sits as a secondary goal next to following the spot price of BNB. Strong chain metrics, soft fund demand VanEck pointed to around 33 million monthly active users and 2.1 million daily active users on the network. VanEck also highlighted that BNB Chain generates approximately $160 million in annual revenue. The chain sees significant stablecoin trading activity too. On-chain activity has not translated into money flowing into the ETF. What this means for VBNB and altcoin ETFs Other altcoin ETFs have seen notable inflows in recent weeks, while VBNB’s flow data had shown no comparable movement before Friday. The 4% fee on staked assets will eat into any staking rewards passed along to shareholders. Watch whether flow trackers such as Glassnode reflect the reported inflow, whether assets under management climb past their early October range, and whether staking changes the fund’s appeal once it is fully running.

The new edition adds card-spend data for the first time, showing ChatGPT far ahead, Claude gaining, and a small group of heavy spenders driving AI subscription revenue Andreessen Horowitz has published the seventh edition …

The new edition adds card-spend data for the first time, showing ChatGPT far ahead, Claude gaining, and a small group of heavy spenders driving AI subscription revenue Andreessen Horowitz has published the seventh edition of its Top 100 Consumer AI Apps ranking. ChatGPT is still at the top, and it isn’t close. The bigger change is in the methodology. For the first time, a16z added US consumer credit-card spending data to its usual traffic metrics, and the results reshape how the AI subscription market looks. A market carried by a small group of heavy spenders The headline number is easy to miss. According to the report, only 4.5% of US consumers pay for any AI subscription. Spending within that paying group is extremely uneven. The top 1% of spenders average about $903 per month on AI subscriptions. The median paying user spends $25. a16z describes this as a power-user economy. A small number of customers account for a large share of revenue, while most people use free tiers or nothing at all. Advertisement ChatGPT on top, Claude moving up ChatGPT leads in both usage and revenue. In a16z’s US panel, it has roughly three times as many paid subscribers as either Gemini or Claude. The more competitive race is for second place. Claude, Anthropic’s assistant, ranks as the third most popular consumer AI app overall. On US paid subscribers, though, the report finds it has passed Gemini. 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. Claude’s subscriber mix also stands out. About 7.5% of its subscribers pay for plans costing $100 or more per month. For ChatGPT and Gemini, that figure is roughly 1%. Fewer newcomers, and a list traffic data misses On the traffic side, the ranking looks more settled. Only 11 new products entered the combined web and mobile lists in this edition, the fewest in any edition so far. The spending data adds a twist. It surfaced 29 products that do not appear in the traffic rankings but still collect meaningful consumer spending. OpenAI’s ad business and the agent wave Subscriptions are no longer the only revenue model being tested. The report puts OpenAI’s advertising business at a $1 billion annualized run rate as of August 2026. a16z points to shopping and travel queries as areas where ads could expand. It also names agentic and voice features as potential growth areas. The report highlights Muse and Instinct as examples of early agent products. Both posted fast download and user growth during limited launches, along with high early spending. Background: how the ranking changed a16z has published the Top 100 Consumer AI Apps list across seven editions. Earlier versions relied mainly on traffic, ranking products by web visits and mobile activity. The seventh edition, released around October 5, 2026, is the first to include actual card-spend data. That addition is what revealed both the power-user concentration and the list of 29 products that traffic data had missed.

Euro stablecoins are growing fast, but direct fiat pairs still carry the overwhelming majority of EUR-denominated crypto trades Europe’s crypto traders have a clear preference, and it isn’t the euro stablecoin. According to Kaiko’s …

Euro stablecoins are growing fast, but direct fiat pairs still carry the overwhelming majority of EUR-denominated crypto trades Europe’s crypto traders have a clear preference, and it isn’t the euro stablecoin. According to Kaiko’s report “The State of the European Crypto Market”, most euro-denominated crypto trading still runs through plain EUR fiat pairs. EUR-backed stablecoins account for just 7.46% of total EUR trading volume on centralized exchanges. The numbers behind the euro market Kaiko found that euro-denominated spot trading volume on centralized exchanges reached €362 billion in 2025, a 31% increase from the previous year. Spread across the calendar, that works out to a monthly average of €28.5 billion in 2025. Bitcoin remains the main event. Cumulative EUR-denominated Bitcoin volume has climbed to nearly €50 billion since early 2024, according to the report. Advertisement EUR stablecoin activity has reportedly grown by 7 to 8 times since 2024, and weekly stablecoin trading peaked at over $1.5 billion. Kaiko’s data shows the EUR stablecoin market cap remained below $750 million by Q1 2026. 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. Bitvavo takes the lead Bitvavo captured 44% of global EUR spot trading volume over the 2025 to 2026 period, putting it well ahead of rivals such as Kraken and Coinbase. Bitvavo also posted the tightest average spreads on EUR pairs, at 0.981 basis points. Leading EUR trading pairs now show spreads below 2 basis points, according to Kaiko. For the first time, depth on some EUR pairs has outperformed certain USD equivalents. Why fiat pairs still win In Europe, on centralized exchanges, traders appear to be skipping the bridge and simply walking across with euros. If an exchange offers a direct EUR to Bitcoin pair with tight spreads and solid depth, the extra step of converting into a stablecoin first offers little obvious benefit. Kaiko’s findings suggest that Europe’s MiCA regulatory framework appears to be helping foster these liquidity improvements and a more favorable trading environment in the euro market. What this means for traders, exchanges and issuers For traders, the euro crypto market has become cheaper and deeper to trade, with leading pairs now competitive with, and in some cases ahead of, their dollar counterparts on depth. For exchanges, Bitvavo’s 44% share sets a high bar. Kraken and Coinbase still compete for the remaining volume, but the leader has built a meaningful advantage in pricing. For euro stablecoin issuers, volume growth of 7 to 8 times since 2024 shows real demand is forming, and a weekly peak above $1.5 billion is not nothing. Yet a market cap below $750 million and a 7.46% share of EUR volume suggest the product has not found its killer use case on centralized venues.