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More →BPI质疑MSCI规则影响Strategy与Metaplanet
Bitcoin Policy Institute (BPI) is questioning MSCI's proposed "non-operating company" rule, which could lead to Strategy and Metaplanet being excluded from its market indexes, according to US stock market news from Bijie. BPI noted that MSCI may have referenced earlier crypto asset treasury reviews when drafting this proposal. MSCI initially proposed excluding digital asset treasury companies in 2025, but shelved the plan in January 2026 due to opposition. On August 3, MSCI reintroduced a broader proposal that may still exclude Strategy and Metaplanet. BPI is calling on MSCI to publish clearer criteria for determining which companies qualify for its broad market indexes.
The U.S. Treasury Department sanctioned seven cryptocurrency wallets linked to an FBI most-wanted fugitive and a Venezuelan gang.
The U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) sanctioned 10 targets on Wednesday, including 7 crypto wallets associated with FBI most-wanted fugitive "Prometheus" and his associates. These wallets are linked to an ATM jackpotting scheme operated by Venezuela's Tren de Aragua (TDA), a network suspected of laundering money through channels including cryptocurrency. The Treasury said ATM fraud has become a major source of revenue for the group. According to Treasury data, as of August 2025, U.S. losses from suspected jackpotting attacks had reached $40.73 million, involving more than 1,500 incidents. OFAC also separately sanctioned TDA senior leader Juan Gabriel Rivas Nunez in connection with illegal mining.
Arkham: Saylor has never disclosed a Bitcoin address, and the Strategy wallet holds $40.28 billion in BTC.
According to Arkham, Saylor said he has never disclosed his Bitcoin addresses. In May 2025, we identified 97% of Strategy's Bitcoin and publicly confirmed these addresses for the first time. Strategy's labeled wallets currently hold about $40.28 billion worth of Bitcoin on-chain, with another $15.5 billion in Fidelity custody. This accounts for about 78% of Strategy's current $71.4 billion in Bitcoin.
Fidelity Bitcoin Fund FBTC saw a net outflow of $125.58 million on September 30.
According to Crypto Briefing, Fidelity Wise Origin Bitcoin Fund FBTC saw a single-day net outflow of $125.58 million on September 30, with approximately $126 million in Bitcoin exposure redeemed by clients. The redemption was processed through the creation and redemption mechanism, so the fund did not need to directly sell spot holdings, and Fidelity observed no abnormal activity. In addition, U.S. spot Bitcoin ETFs saw outflows of more than $746 million over two days from September 15 to 16, while FBTC recorded a single-day inflow of $310.7 million on September 18, with estimated cumulative inflows for the month ranging from $2.4 billion to $2.8 billion.
Bybit users hold more Bitcoin and Ethereum, USDT drops 11%
Bybit data: In its 40th proof-of-reserves report, Bybit noted that user Bitcoin and Ethereum balances rose, while USDT holdings fell sharply by 11%. As of September 23, Bybit users held 56,131 BTC in Bitcoin, with 58,721 BTC held in wallets, giving a reserve ratio of 104%. Ethereum user holdings reached 551,868 ETH, with wallet assets of 570,018 ETH, and the reserve ratio rose from 102% to 103%. USDT user holdings fell to about 3.59 billion USDT, showing the most obvious decline among major assets. Bybit still reported wallet holdings of about 3.96 billion USDT, with a reserve ratio of 110%.
Micron stock: revenue surges 379% to $54.23 billion as AI memory demand soars
Micron reported Q4 FY2026 revenue of $54.23 billion, up 379% year-over-year from $11.32 billion in the same period last year. The growth was mainly driven by surging AI memory demand, pushing Micron's earnings per share to $33.42, beating Wall Street's estimate of $31.61. Net income climbed from $3.2 billion to $37.7 billion. Micron expects to continue setting new records in FY2027, with revenue growing in every quarter.
U.S. Second-Quarter GDP Revised Up on Strong Consumer Spending
According to a Reuters report, U.S. second-quarter GDP was revised upward due to strong consumer spending.
Analyst: Binance faces EU regulatory scrutiny and must comply with MiCA requirements.
According to a report by the Financial Times, Binance is facing scrutiny from European regulators for continuing to serve some EU clients without obtaining a MiCA license. The European Securities and Markets Authority (ESMA) and national regulators are investigating whether Binance is properly relying on the "reverse solicitation" clause, which allows overseas companies to serve EU clients when the clients approach them on their own initiative. If its interpretation fails to satisfy regulators, it could face enforcement measures, including fines. Binance said it is actively working to obtain MiCA authorization and to comply with the applicable regulatory requirements of the jurisdictions in which it operates. ESMA pointed out that the reverse solicitation clause should be understood as a very narrowly defined exception and should not be used to circumvent MiCA requirements.
Darkfost: Bitcoin's apparent demand remains negative, and weak spot demand limits upside potential.
According to news from Bijie, crypto analyst Darkfost stated that Bitcoin's apparent demand is currently -112,500 BTC, indicating insufficient spot market demand. Although this indicator has improved compared to -207,000 BTC on September 20, and Bitcoin ETFs absorbed approximately 28,000 BTC during the period, there is still a possibility of a slight pullback in Bitcoin's price to seek buying demand.
Hungarian oil and gas company MOL has received U.S. approval to acquire a majority stake in Serbian oil industry company NIS.
CoinWorld news, Hungarian oil and gas company MOL stated that it has obtained further approval from the United States to continue negotiations on acquiring a majority stake in Serbian oil company NIS.