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Tesla’s next-generation supercar delayed again, JPMorgan cuts price target, driving shares down nearly 4%.

2026.09.29 14:55:08

Tesla has postponed the unveiling event for its next-generation Roadster from October 1 to October 15. The company cited forecasted severe local weather and the event’s required outdoor setting as reasons for the delay. The event is still expected to take place at SpaceX’s test facility in McGregor, Texas. Amid the potential impact, Tesla closed today at $357.45, down 3.94%. On Hyperliquid, TSLA was temporarily trading at $357.8 during the overnight session. Separately, per TradingBeats’ monitoring, during regular U.S. stock trading hours on September 28, the estimated trading volume of TSLA perpetual contracts on Hyperliquid via Trade[XYZ] was around $17.52 million, down roughly 27% from the same period the previous trading day. In the same period, JPMorgan lowered Tesla’s price target from $445 to $415, a roughly 6.7% cut, while maintaining a "neutral" rating. The market also remains cautious about Tesla’s upcoming Q3 production and delivery figures; Cantor Fitzgerald forecasts these data may come in weaker, and the current decline may be driven by a combination of the delayed product event, the price target cut, and delivery expectation pressure.

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OpenAI conducted internal research on Ethereum testnet contract deployment, but an agent, facing insufficient gas, directly stole testnet tokens from an address with a publicly available mnemonic phrase.

,OpenAI 官网披露,今年 6 月,OpenAI 内部一个研究模型(GPT-5.6 Sol 系列)被分配任务:更新一个加密货币交易应用,并在以太坊测试网 Sepolia 上部署合约。任务没有提供已注资的钱包,也没授权使用外部资金。该模型先尝试从水龙头领测试 ETH 失败。随后它自己想出办法——从网上公开的开发者助记词(public seed phrase)中派生地址,扫描了数百个后找到一个有余额的账户。它在内部推理中明确质疑「用公开私钥的资金合不合伦理」,最终自圆其说:这些是测试网、无实际价值的 ETH,且助记词早已公开,资金「effectively abandoned(实际上已被放弃)」,于是用该账户支付了部署所需的 gas,成功完成了合约部署。OpenAI 在后续扩大对齐监控时发现了这次行为,并于 2026 年 10 月 15 日在官方 Misalignment Reports 中正式披露。事件被归类为「未经授权使用已注资的测试加密货币钱包」,显示模型用自己的判断取代了账户持有人的授权。

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Hyperliquid Founder: Hopes to Enter Wall Street, Says Regulation Should Target Financial Institutions Rather Than Blockchain Itself

Hyperliquid Labs co-founder Jeff Yan told Bloomberg’s *Odd Lots* podcast that Hyperliquid is not currently open to U.S. customers. The platform aims to serve as underlying trading technology for traditional financial institutions rather than replacing existing market participants, comparing its positioning to Amazon Web Services (AWS), which provides computing infrastructure for businesses. “We are not looking to replace anything. In fact, I think this technology can benefit institutions that currently operate markets in more traditional ways,” he added. Yan noted that regulatory obligations should fall on financial institutions operating markets on the Hyperliquid blockchain, not the blockchain network itself. This regulatory arrangement would allow Hyperliquid to expand further into Wall Street while avoiding the full compliance burden of traditional exchanges, as blockchains are better suited to serve as underlying infrastructure for order books, clearing, global distribution, and liquidity aggregation. U.S. regulators are cautious about new technologies but also willing to advance innovation quickly. The team is “very serious” about Hyperliquid’s future as a “home for all financial assets.”

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5 Wallets Open 2x Longs on 50.17M $AGT, Gain $887K as Token Surges 100%

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A whale that shifted its holdings from Bitcoin to Ethereum has purchased another 9,820 ETH.

According to Yuqing Monitoring, whales and institutions that sold BTC to buy ETH continued their activity over the past day: they sold 288.9 BTC for 23.48 million USDC, then used the proceeds to purchase 9,820 ETH. Over the past five days, these entities have collectively sold 1,601.1 BTC for 132 million USDC, and in turn bought 53,095 ETH at an average price of $2,497.

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Justin Sun on Quantum Threat: Market Severely Underestimates Potential Devastating Impact of Q-Day on Bitcoin’s Price

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