US media: The US military has been ordered to prepare for resuming strikes against Iran.

According to Yu Jing Monitoring, HyperLabs, the development team of Hyperliquid, successfully redeemed 3.75 million HYPE tokens (valued at $332 million) 8 hours ago. Four hours later, after being distributed across five wallets, these funds were finally aggregated to address 0x875...1d1, which is believed to be an institutional entity that purchased the tokens via over-the-counter (OTC) from the team. Of the total, 1.25 million HYPE tokens (worth $110 million) were redeposited into staking, while the remaining 2.5 million HYPE tokens (valued at $220 million) are held in wallets.

According to Yuqing Monitoring, the US government address continued to transfer out 5,382.1 BTC (worth $448 million) to Coinbase Prime between last night and early this morning. Over the 32-hour period from yesterday early morning to the present, the address has transferred out a total of tokens worth $670 million, including: 6,215.7 BTC (worth $520 million), 119 million USDT, and 40,285 BNB (worth $31.63 million). All of the BTC and USDT were deposited into Coinbase Prime.

Overnight to this morning, U.S. consumers’ one-year inflation expectations rose to 3.9%, hitting a more than three-year high, signaling improved labor market confidence. Separately, the minutes of the U.S. Federal Reserve’s September meeting were released, showing all 19 policymakers backed a September rate hike but cited varying rationales; most participants judged another rate increase before the end of the year could be appropriate. In related news, Axios reported that the U.S. Pentagon has ordered U.S. Central Command (CENTCOM) to complete preparations for resuming major military operations against Iran, though Trump has not made a final decision nor set a specific strike date. U.S. and Israeli officials said if the operation is relaunched, it could occur before the U.S. midterm elections on November 3, and even earlier than Israel’s general election on October 27. As a result, the three major U.S. stock indexes pulled back: the Nasdaq ended its five-session winning streak, the S&P 500 fell from record highs, and the Dow Jones Industrial Average dropped more than 1% at one point during trading. For individual stocks, data from BIT (bit.com) shows the semiconductor index and banking index both closed down more than 1%, while Micron rose 4.06% against the trend; Meta fell over 2%, and cybersecurity firm CrowdStrike dropped nearly 5%. Additionally, markets are monitoring the coordinated oil reserve release by multiple countries. Data from Bitget shows crude oil turned negative during trading: Brent crude, after rising 2% intraday, swung to a nearly 1% loss, while U.S. WTI crude settled at a new low in over a month. Gold retreated to a two-month low, dropping more than 2% intraday. In the crypto market, data from HTX shows Bitcoin fell below $83,000 overnight, then found brief support, and is currently trading at $83,234.80.

Vitalik Buterin has issued a warning that AI-driven advances in mathematical research could significantly erode the practical security of lattice-based cryptography systems—including ML-DSA and fully homomorphic encryption (FHE)—over the next two years, and may even bring forward the risk of ECDSA being cracked. He noted that AI could deliver mathematical research progress equivalent to the past 50 years within two years, prompting Ethereum’s Lean roadmap to gradually shift toward pure hash signature schemes over the past year to reduce reliance on lattice cryptography. On asset security, Buterin advised users to prioritize storing funds in addresses that have never initiated transactions when operationally convenient, but cautioned against rushing to migrate assets immediately as the migration process itself carries a risk of fund loss. He also recommended that multi-signature wallets adopt off-chain signature confirmation to avoid public exposure of signature information.

Oracle, Broadcom, and SpaceX are seeking debt agreements for AI chips. Broadcom is working to arrange over $50 billion in funding for chips required by OpenAI. Oracle is in discussions with Apollo and Goldman Sachs over chip financing, aiming to finalize a chip deal by 2026. Recently, the Financial Times reported that SpaceX is seeking $40 billion in financing to purchase Nvidia chips. SpaceX plans to raise around $10 billion in bank loans, plus $30 billion in investment-grade bonds.

Samsung Electronics released its preliminary third-quarter results, reporting an operating profit of 107.4 trillion won, beating the market expectation of 106.1 trillion won. Its third-quarter revenue came in at 195 trillion won, falling short of the market forecast of 199 trillion won.