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More →The U.S. 10-year real yield is at 2.88%.
CoinWorld US stock data: The latest daily reading of the US 10-year real yield is 2.88%. Compared with the same-caliber snapshot 24 hours ago, it is down 0.05 percentage points.
The U.S. 30-year Treasury yield hit its highest level since 2002, and Bitcoin faces a tug-of-war between two signals.
According to Bijie News, the U.S. 30-year Treasury yield has risen to its highest level since 2002, the net worth of affluent households totaling $6.03 trillion is 14.3 times that of the bottom 50% of households, and the purchasing power of the U.S. dollar has fallen by 23% since 2020. The rise in the 30-year U.S. Treasury yield puts discount-rate pressure on Bitcoin, while persistent inflation and the decline in the dollar's purchasing power reinforce the logic of Bitcoin as an inflation hedge, leaving the market facing two conflicting signals.
Darko: Stablecoin profits lie in distribution channels, not issuance.
According to Bijie News, author Darko pointed out in "iosg" that the real commercial competition for stablecoins is not about who issues them, but about who controls users and distribution channels. Although Circle has compliance licenses and the ability to issue USDC, it still needs to pay substantial revenue shares to channels such as Coinbase, which shows that customer access and balance retention are the core of bargaining power.
Cathie Wood: Investors need to watch AI agents' consumption trends
Cathie Wood said at the Robinhood summit on Wednesday that smart investors need to start paying attention to the spending behavior of AI agents. She mentioned that with the rise of AI agents, investors may need to "follow the agents," not just "follow the developers." Wood pointed out that AI agents can perform tasks on behalf of users, rather than merely answering questions or generating text. Her comments sparked discussion about how AI agents will affect consumption and the financial system. Joseph Chalom, co-CEO of Sharplink, believes that the financial system for AI agents should not be controlled by a handful of banks or tech companies. He emphasized that users should be able to control their agents' spending permissions and be able to transfer agents between different financial service providers. Chalom also mentioned that open blockchains like Ethereum can provide a common financial network for different agents and applications.
The spread between 10-year and 2-year US Treasury yields is 45 basis points.
US stock market data from Bijie: The spread between the US 10-year and 2-year Treasury yields is 45 basis points, with the yield curve showing a positive slope. This is down 1 basis point compared with the same-caliber snapshot 24 hours ago.
Raoul Pal: The trend toward asset tokenization is unstoppable.
According to CoinWorld news, Raoul Pal of Real Vision stated that with traditional institutions such as Nasdaq and DTCC pushing forward, the trend of asset tokenization has become unstoppable, and the industry continues to build despite regulatory resistance.
Zcash Upgrade Alert: Two Key Dates in October
According to news from Bijie, the Zcash Foundation has announced the release of Zebra 7.0.0-rc.0, the first release candidate for Nu7, the next Zcash network upgrade. Nu7 is now code-complete in Zebra, with testnet activation scheduled for block 4,465,026, expected around October 6, 2026. Node operators are urged to upgrade before this date. The Nu7 upgrade will reduce ZEC block time from 75 seconds to 25 seconds and add new restrictions to protect wallets from spam. Nu7 is expected to introduce a new network sustainability mechanism that produces a block every 25 seconds, while recycling a portion of each transaction fee for future block rewards.
The G7 announced the release of 100 million barrels of emergency reserves, and oil prices fell back below $100.
Bitcoin World data: G7 countries have announced they will release 100 million barrels of emergency crude oil and diesel to address the global energy crisis. The release will take place over four months, with diesel to be released in a concentrated manner during the first 20 days. The International Energy Agency will oversee implementation and assess whether further action is needed. This intervention comes after Brent crude oil prices repeatedly broke through $100 in September, as disruptions in the Middle East and refinery constraints intensified tensions in the energy market. Leaders particularly emphasized the diesel shortage, calling on countries to coordinate refinery maintenance and, where possible, temporarily increase utilization rates. The International Energy Agency said Middle East crude oil exports have recovered significantly, but refined product flows remain severely restricted, partly due to attacks on Russian refineries. This intervention is not the first action of 2026. The International Energy Agency agreed in March to release 400 million barrels of crude oil, the largest coordinated reserve release in history. According to the agency's data, about 325 million barrels, more than 80%, have already entered the market. The United States recently also provided another 40 million barrels from its Strategic Petroleum Reserve, even though its strategic oil reserves are already near their lowest level since 1982. Oil prices above $100 have already affected Treasury yields and inflation expectations, putting pressure on stocks and Bitcoin.
The U.S. 10-year Treasury yield is at 5.24%.
CoinWorld US stock data: The latest daily reading of the US 10-year Treasury yield is 5.24%. Compared with the same-caliber snapshot 24 hours ago, it is down 0.05 percentage points.
Circle recommends that the EU amend the MiCA regulation to remove the bank deposit reserve requirement for stablecoins.
Circle submitted recommendations to the European Commission, advocating for the establishment of a recognition mechanism for foreign stablecoins and the removal of the requirement that electronic money token issuers hold 30% or 60% of their reserve assets in commercial banks, in order to reduce banking sector credit risk and counterparty risk.