Morgan Stanley: The Federal Reserve may raise interest rates by a smaller margin than market expectations.

动察 Beating AI 快讯，OpenAI 官方发布长文《Towards safety cases for frontier AI training》（面向前沿 AI 训练的安全论证）。文中提及，前沿强化学习训练在继续推进前，应先完成结构化安全文档，理想形态对标航空、核电行业的「安全论证」。公司承认，因能力跃迁后的涌现复杂性，AI 很难做到与传统高危行业同等严谨，目前该框架仍在内部落地并面向外界征求反馈。OpenAI 明确只覆盖前沿 RL 训练，内部及对外部署还需另看更广的对齐属性。技术侧，OpenAI 将安全论证拆成对齐训练、隔离与监控三层。对齐方面包括自动/人工审查 RL 环境、调校评分器以防奖励黑客、离线对齐评测与回测，以及禁止自动评分器读取思维链，避免模型学会躲避监控。隔离方面强调多层沙箱与基础设施加固、用训练检查点做红队、限制样本间高带宽通信，并用一次写入存储固化对话记录。监控方面要求模型保持可监测性，对历史事故高召回，新增风险及时补评测，高优先级告警须在约定时限内人工响应或自动暂停训练。运营侧建议包括：由其他团队写异议预演、高管（研究负责人、安全负责人、首席科学家等）可一票否决开跑、训练负责人对安全论证和事故响应问责、安全论证失效时按手册暂停、向内部监督委员会公开、给审计方足够核验权限、设错位严重度分级并允许值班人员呼叫 CEO。系统应默认失败关闭，无法在无监控状态下开跑；同时要能回滚被错位模型污染的下游数据与评分。事故调查方面，OpenAI 提出对标航空调查实践：调查期间对内滚动通报、用消融和重采样追溯训练动力学、做运营与文化复盘、开发不直接拟合事故样本的检测评测，并以事故衍生评测做回归测试。调查结论、复盘与流程改动应在结束后对外披露，受影响第三方应尽快获知。

Bitget’s PoolX has launched an ETH lock-up campaign, allowing users to lock ETH to participate in sharing a 500,000 USDT prize pool, with an individual lock-up cap of 1,500 ETH. The lock-up period runs from 15:00 (UTC+8) on September 29 to 15:00 (UTC+8) on October 5. This PoolX phase supports a long-term holding bonus mechanism: the system will provide an additional bonus on the locked amount based on the user’s minimum ETH holdings over the past 15 days. For more details, please refer to Bitget’s official platform.

According to The Korea Times, Min Byung-deok, a senior official of the policy committee of South Korea’s ruling Democratic Party, stated at a virtual assets conference in Seoul that crypto taxation should only be levied after the passage of the Digital Asset Basic Law, rather than being implemented before the basic law is enacted. The virtual asset income tax, originally scheduled to take effect on January 1, 2027, has already been delayed three times due to incomplete tax collection infrastructure, market volatility, and an imperfect investor protection framework. Min Byung-deok pointed out that difficulties in tracking income from overseas trading platforms and the inability to carry forward investment losses to subsequent years stem from immature tax collection conditions, not opposition to taxation itself. The South Korean government still insists on implementing the tax as scheduled. Finance Minister Lee Hyung-dong told the National Assembly on the same day that current tax laws already stipulate virtual asset income will be taxed starting next year, noting that about 85% of investors hold less than 5 million won in assets; after deducting the basic exemption of 2.5 million won, most will either not need to pay tax or face a very small burden. Under existing rules, income from the transfer or lending of virtual assets is categorized as other income and taxed at a 20% rate, calculated on annual net gains with no loss carryforward allowed. The actual tax filing window is expected to open in May 2028. The Korea Digital Asset Exchange Alliance (DAXA) and opposition parties have also called for a delay. A survey of 2,423 investors by Tiger Research and Chainalysis showed that 73.7% oppose the taxation plan.

A newly created wallet, 0xc642, withdrew 18.84M $ENA($4.91M) from #FalconX 11 hours ago.

Breaking news from Beating AI: U.S. President Donald Trump and House Speaker Mike Johnson will host a lunch at the White House with executives from six tech firms to discuss AI risks and government regulation. Expected attendees include Meta CEO Mark Zuckerberg, Anthropic CEO Dario Amodei, OpenAI President Greg Brockman, Google CEO Sundar Pichai, Palantir CEO Alex Karp, and Nvidia CEO Jensen Huang. Ahead of the meeting, Johnson stated the discussion will center on balancing AI innovation and regulation. He explicitly opposed pausing AI development and also rejected "excessive regulation", arguing this could put the U.S. at a disadvantage in its AI competition with China. At the same time, he noted AI requires greater transparency and a certain level of government oversight. The participating companies hold widely differing views on AI risks: Anthropic and OpenAI have recently publicly warned of serious risks from more advanced AI, while Meta has emphasized the positive benefits AI delivers. Trump himself has repeatedly downplayed such risks, but ahead of this meeting, he separately had dinner with Amodei at the White House.

Whales keep buying $ETH! A newly created wallet, 0x4876, withdrew 9,132 $ETH($24.37M) from #Binance over the past 3 hours.