This week the US Bitcoin Spot ETF saw a net outflow of $360 million

According to market data from BIT (bit.com), the U.S. 10-year Treasury yield has risen to 5.234%, hitting its highest level since mid-2007. The 30-year Treasury yield climbed to 5.542%, the highest since 2004. This indicates a significant rise in the market’s pricing of long-term risk, with growing concerns over persistent inflation, the Federal Reserve’s maintenance of high interest rates, as well as massive fiscal deficits and debt sustainability. Long-term borrowing costs for governments, corporations and consumers have been pushed up, which typically suppresses stock market valuations, tightens global financial conditions, and may curb economic growth to some extent. For more analysis, see the article "U.S. Long and Short-Term Treasury Yield Curves Nearing Inversion: Is a Recession Precursor Signal Activated?"

Official announcement: OKX Flash Earn Lite will launch a Tether USDT "Stake-to-Earn" campaign from 15:00 UTC+8 on September 29, 2026 to 15:00 UTC+8 on October 4, 2026. During the event, users who subscribe ETH will be eligible to split a total of 400,000 USDT in airdrop rewards, with a minimum subscription threshold of 0.01 ETH. Pre-subscriptions will open at 15:00 UTC+8 on September 28. Users will earn simple interest during the pre-subscription period, while USDT airdrop rewards will be calculated from the official start of the event. Rewards are accrued hourly, and users can redeem their funds at any time; any ETH not actively redeemed after the event concludes will automatically continue to be subscribed to OKX's simple earning products.

News flash from Dongcha Beating AI: AI model evaluation account Lumina said it discovered 'kimi-k3-1' in an official product model list from Kimi. Lumina subsequently tested each model individually; all other invalid models returned errors, while kimi-k3-1 was recognized by the backend and accepted requests.

Compound community member ugurmersin has alleged that the Compound Foundation misappropriated its v2 DAI reserves. According to ugurmersin, Proposal 536 submitted in February this year allocated approximately 8.42 million DAI to the Foundation for custody, with strict restrictions: the funds must be used solely for protocol operations, not for speculative trading, remain the property of the DAO, and cannot be used for the Foundation’s own expenditures. On-chain records show that the funds were transferred to a trading platform, exchanged for around 344,800 COMP, and delegated to the Foundation’s voting address roughly 58 minutes before the deadlines of Proposals 580 and 582. ugurmersin claims this move was intended to push nearly all DAO funds into TMC and pass a roughly $52 million V4 proposal favorable to the Foundation, while multiple parties publicly referred to the funds as "liquidity DAI" throughout the process. The Compound Foundation has not yet responded to the allegations.

Binance’s stock trading will launch five new assets at 21:30 today, namely Boost Run (BRUN), Greenland Mines (GRML), Octave Intelligence (OCTV), StablecoinX (USDE), and Wise Group (WSE). Following the completion of trading and settlement (T+1 trading day), these stocks will qualify for Full Payment Securities Lending (FPSL).

According to TradingBeats monitoring, Hyperliquid address 0x152e kept adding long positions in ZEC during today’s ZEC pullback, purchasing a total of about 8,017 ZEC tokens for roughly $12.62 million. Following the position increase, its ZEC long positions rose to approximately 18,400 tokens, with the entire portfolio currently showing an unrealized loss of around $1.31 million. The address began building its current position on September 27, with an average entry price of roughly $1,659; after today’s additional buys, the average holding price for this round of positions has been lowered to about $1,622.