Well-known trader Killa: Bitcoin may bottom out before the midterm elections, and the post-midterm rally requires caution.

According to tokenization service documents released by DTCC, the offering initially makes 25 tokenizable securities available, with underlying assets being DTC-custodied securities valued at approximately $30 trillion. The tokens maintain a 1:1 parity with the underlying securities, use the same CUSIP identifiers, offer identical rights and investor protections as book-entry securities, and official ledger records remain held by DTC. 24/7 peer-to-peer transfers are permitted between DTC-registered wallets, with tokens subject to compliance-focused transfer restrictions. U.S. Treasury coupon payments and maturity services will be executed on-chain, with funds disbursed in fiat to participants’ traditional accounts. Initial supported assets include Russell 1000 constituents (starting with select large-cap stocks), certain ETFs, and U.S. Treasuries. The first networks to launch are Canton Network (CIP-56) and DTCC’s private Besu network (ERC-20); Stellar (SEP-41) and Circle’s Arc (ERC-20) are expected to be integrated in 2027. The future roadmap includes expanding the range of tokenizable securities, adding controls such as single sign-on and maker-checker workflows, expanding corporate action services for stocks and ETFs, merging book-entry and on-chain stock holding records, supporting on-chain net settlement, collateral, and digital cash, and gradually expanding the pool of compliant DTC participants. Priorities for 2027 and beyond will be determined in consultation with participants and industry stakeholders.

Anthropic Co-Founder Jack Clark: An internal economic model shows that if AI models permeate the economy within the next year, U.S. GDP could reach $44 trillion by 2030.

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.