CoinShares：本周数字资产投资产品净流出4.34亿美元

Tom Lee, chairman of Ethereum Treasury Company BitMine, said in a CNBC interview yesterday that if fundamentals remain stable, cryptocurrencies, chip stocks, and neocloud companies are imminent breakout opportunities. All have pulled back to support levels. Lee noted that when fundamentals hold steady while the market grows fearful, this actually represents a pretty favorable risk-reward setup.

Elon Musk responded to a community user on X regarding Tesla’s new "flying" Roadster sports car, stating that the vehicle will be capable of autonomously performing various stunts and will possess "sentient abilities." Tesla will also build a circular track at its Texas headquarters—even more extreme than a Hot Wheels track—for Roadster owners to test their cars. The community user noted that the Tesla Roadster is controlled by a computer sending commands to another computer, with steering, braking, and acceleration all utilizing drive-by-wire technology. Musk replied: "True."

Crypto analyst Darkfost said in a post that Uniswap (UNI) has been facing sustained selling pressure recently, with its inflow to trading platforms hitting a year-to-date high. UNI rallied around 370% from its June low; in September, Uniswap’s total value locked (TVL) exceeded $4 billion, a new annual high, and the decentralized exchange’s trading volume also peaked at $93.6 billion. However, the strengthening fundamentals failed to stem the recent price pullback. Data shows that in late September, UNI’s inflow into Binance repeatedly reached year-to-date highs. Inflows remain active currently, but the growth momentum appears to be weakening. Darkfost pointed out that if UNI’s inflow to trading platforms continues to decline, the token may gradually form a bottom, easing the selling pressure accumulated since its recent $10.9 peak. UNI has now pulled back over 30% from that high.

Dynamic Insight’s Beating AI News Flash: DeepSeek has upgraded its V4.1 Flash model to version 1017, with updates rolled out simultaneously for its web platform, app, and API. The new model weights have been open-sourced under the MIT license. Official test results show that DeepSWE v1.1 software engineering task pass rate rose from 74.2% to 77.0%, surpassing Claude Opus 5’s 74.0%. Terminal-Bench 4.0 improved from 31.2% to 42.3%, though still lagging behind Opus 5’s 51.8%. Per DeepSeek’s published cost curve, the configuration achieving the 77% pass rate costs an average of approximately 1.3 yuan per task. It’s worth noting that the comparison benchmark here is Opus 5, not the newer Opus 5.5. A key focus of the new version is enhancing "wish-based programming" – a feature where users only provide simple requirements, and the AI independently plans and executes the entire project. DeepSeek improved this capability via reinforcement learning with self-feedback, showcasing demos including a 3D Forbidden City scene, a web-based racing game, and a Godot engine-based recreation of Portal 2. The company stated the new model reduces both task completion time and output length, with optimizations tailored for DeepSeek Harness, Tencent CodeBuddy, and WorkBuddy. Additionally, DeepSeek is opening its self-developed search engine’s Search and Fetch APIs to developers for the first time. Developers can now enable AI agents to directly search web pages and extract content. Both APIs are billed per successful request, at 5 yuan per 1,000 requests. Search requests triggered via Claude Code and Codex’s built-in web search function will be free of API call fees for the first two weeks.

Hyperliquid’s TIA contract is currently trading at $0.75, up roughly 18% from the prior day. Against this market backdrop, two large holders with opposing positions have seen a stark divergence in profit and loss. One whale address, 0xe097…d0fe, holds approximately 1.1195 million TIA in long positions, using 5x full leverage, valued at around $820,000. It currently has an unrealized profit of about $289,000, a position return rate of roughly 272%, and remains unclosed. The other whale address, 0x07fd…689d, holds roughly 1.4295 million TIA in short positions, also with 5x full leverage, valued at approximately $1.07 million. It currently has an unrealized loss of about $342,000, with a position return rate of around -236%. This address added some 23,400 TIA to its short position at around $0.65 yesterday, and remains unclosed as of now.

Independent media outlets Court Watch and 404 Media have jointly reported that recently unsealed U.S. federal court documents reveal privacy-focused social messaging app Telegram provided specific user private data to U.S. authorities upon receiving valid legal requests. The documents include a September 2026 response from Telegram, which contains the user’s phone number, user ID, account display name, as well as the last login IP address and timestamp. Telegram described the disclosure as "voluntary", but stated it does not recognize U.S. judicial jurisdiction, and did not provide any chat content or contact information. Prior to this, Telegram adjusted its policy starting September 2024, allowing it to disclose IP addresses and phone numbers when judicial authorities confirm a user is suspected of criminal activity violating its terms of service. In all of 2024, the company responded to approximately 900 U.S. law enforcement requests involving 2,253 users.