Deutsche Bank recommends buying the dip on CoreWeave, stating the recent sell-off lacks fundamental justification for the company.

It is reported that Blackstone Group (BX.N) has built a $200 billion data center portfolio and is partnering with Google to develop its cloud computing business. The firm has also invested in AI labs including OpenAI, offers loans collateralized by chips from Broadcom and NVIDIA, and allocated capital to power plants and data center cooling systems. These moves signal that the world’s largest alternative asset manager is making comprehensive AI plays across multiple channels. Nearly all private market investment firms are investing in some segment of the AI boom, but while other firms remain cautious about certain markets, Blackstone has consistently expressed clear optimism about the opportunities AI presents. President Gray stated that AI investment is "the single most important initiative" Blackstone is currently pursuing.

Tether’s independent investment arm Tether Capital has announced a strategic investment in AI agent service and payment platform AIsa, expanding its footprint in AI-driven payments and programmable currency sectors. The announcement did not disclose the investment amount. AIsa integrates service access and payment into a single platform, allowing developers to use a unified interface to enable AI agents to call AI models, data, APIs, software tools and computing resources. The platform supports pay-as-you-go billing via fiat or stablecoins, and enterprises can set spending caps, eliminating the need to manage separate subscriptions or contracts for each service provider. AIsa stated that over 250,000 agents are currently operating on its platform, with more than 100 million transactions processed to date, and it provides access to over 5,000 APIs, skills and models via a single access key. Tether CEO Paolo Ardoino commented: “As AI agents take on more work, users need to retain control over spending while authorizing them to access services, and AIsa is building the relevant infrastructure.”

Crypto hardware wallet manufacturer Ledger has released a statement responding to hardware implant attacks, alleging that criminal groups purchased legitimate Ledger devices, installed hidden components designed to steal users' recovery mnemonics during initialization, and reintroduced the tampered devices to the market via Southeast Asian distributors. Ledger emphasized that its chips, operating system, and servers were not compromised, and characterized the incident as a localized attack on distribution channels after devices left the company’s control, rather than a systemic supply chain attack. The company has requested authorized dealers and distributors in Southeast Asia and Hong Kong to suspend sales. Ledger added that it purchased and disassembled devices from stores in Germany and other regions, and inspected its own warehouse and inventory samples, with no tampering detected in any tested devices. It is also tightening channel management: returned devices, even if appearing brand-new and unopened, may not be resold; products must not be placed on shelves or display areas, stored in backrooms, and delivered only at the time of purchase; distributors are required to report abnormal products promptly. Ledger stated that it is working with law enforcement agencies and the security community to trace funds and dismantle attack infrastructure, and will disclose more technical details in the future.

AI Agent project NeoSoul’s token DNA will launch trading on exchanges including Binance, OKX, Bitget, Gate, MEXC and KuCoin on October 16. DNA airdrop queries are now open. According to Binance Wallet, Binance Alpha will be the first platform to list DNA, and eligible users can claim the DNA airdrop using Binance Alpha points.

Crypto hardware wallet manufacturer Ledger has launched the Atom Android device at the Op3n event in Paris. The limited-edition founder version is priced at $849, with a fully refundable $100 deposit required for pre-orders; the regular retail price will be $899 after launch. Delivery is slated for summer 2027, pending completion of certification. Atom uses an FPGA chip to isolate its Android environment from a secure mode dedicated to transaction auditing and signing, while supporting standard Android applications. Solana Mobile plans to integrate its wallet and dApp Store into the Seeker app, which will connect to Atom, with transaction signing handled by the secure mode. The device will also come pre-installed with OpenClaw, a tool that lets users review transactions proposed by AI agents via Agent Intent, without exposing private keys to the agents. Addressing recent hardware wallet tampering incidents, Ledger stated that Atom can detect acts including screen removal, casing disassembly, and core area drilling. Anti-tamper sensors remain powered by an independent battery even when the device is turned off. The company added that its core protection features can block the screen-reading implant attack observed in the recent incidents. The device will be sold exclusively through Ledger’s official website.

Pendle announced that its high-yield Pendle Ecosystem USDC Vault on Morpho surpassed $16 million in Total Value Locked (TVL) in less than a day after launch. Data from the Morpho page shows that as of press time, the vault’s total deposits have reached approximately $16.02 million, with a net APY of 8.19%. The vault is jointly managed by Pendle and Armitage, Wintermute’s vault management division, and operates in parallel with Pendle’s existing Pendle Ecosystem USDC Vault. Currently, Pendle has two USDC ecosystem vaults on Morpho. Compared to the original vault, the new one covers a wider range of Principal Token (PT) markets, allocates USDC liquidity to selected high-yield PT collateralized lending markets, and provides additional borrowing liquidity for users engaging in PT cycle lending. Pendle stated that related borrowing demand underpins the vault’s returns, which in turn attracts more deposits.