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More →JPMorgan: High interest rates will not hinder the U.S. economic cycle driven by AI capital expenditure.
JPMorgan Chase Chief Portfolio Manager Sylvia Sheng stated that higher policy interest rates will not hinder the development of the U.S. economy, as the economy is being strongly driven by an artificial intelligence (AI) capital expenditure cycle that is largely insensitive to interest rates. She added that financial conditions remain strongly supportive, credit spreads remain low, and corporate fundamentals remain solid. JPMorgan holds a constructive stance on the stock market, mainly based on solid nominal economic growth, lower recession risk, and the ongoing AI capital expenditure and earnings cycle. She also stated that the United States remains the asset management company's core overweight market, as it offers the broadest and most durable investment exposure to the AI capital expenditure and application cycle, while earnings growth momentum has begun to expand from the initial AI beneficiaries to a broader range of sectors. JPMorgan continues to believe that there is still ample room for growth in AI capital expenditure expansion.
Shayne Coplan: Exploring on-chain assets tied to the Polymarket economy.
Coin World News, Polymarket CEO Shayne Coplan said at Token2049 that the company is exploring an on-chain asset tied to the Polymarket economy with programmatic utility, emphasizing that this is not investment advice.
North Dakota bank launches stablecoin pilot aimed at improving financial efficiency
According to Bijie data: The state-owned Bank of North Dakota has launched a stablecoin pilot, Roughrider Coin, within the implementation window of the GENIUS Act. As the only state-owned bank in the United States, the bank has moved beyond theoretical discussion and begun testing an interbank stablecoin architecture. The pilot aims to replace the high cost of traditional wire transfers, with transaction fees of about $0.01. The pilot made its debut at North Dakota's B3 Forum, using the FISERV digital asset platform to facilitate transactions among 61 FDIC-insured institutions. These banks and credit unions have total assets of approximately $64.9 billion, with more than 90 participating institutions. The bank has completed its first real-time transaction, transferring one cent almost instantly.
A whale that held 1.148 million TRUMP tokens for a year transferred them to a new wallet, incurring a loss of $9.39 million.
According to CoinWorld data: monitored by Onchain Lens, a certain whale accumulated 1.148 million TRUMP tokens from Gate and OKX a year ago, spending approximately $11.55 million, and has now transferred the entire holdings to a new wallet. The holdings are currently worth $2.16 million, with a loss of $9.39 million, representing a loss of 81.3%.
Grayscale: A handful of trading days drove Bitcoin's 225% three-year gain
CoinWorld data: Grayscale research head Zach Pandl noted in an October 5 report that Bitcoin rose 225% in the three years through September 23, but this gain depended mainly on a small number of trading days. The data shows that fewer than 0.5% of trading days contributed most of the gains, and if those days are excluded, Bitcoin's cumulative return would be reduced by more than half. Even after removing the five best trading days, Bitcoin still had a 95% gain, far below the total gain of 225%. By comparison, the Nasdaq 100 index returned 109% over the same period, and even after excluding the 15 best trading days, it still maintained a 21% gain. Pandl stressed that investors should maintain steady market exposure rather than trying to time the market.
Total US stock options put/call ratio reported at 0.82
Bitcoin.com US stock data: The total Put/Call ratio for US stock options is 0.82, with call option trading volume higher than put option volume on the day. This is down 0.01 compared with the same-caliber snapshot 24 hours ago.
The U.S. government transferred over $100 million in Bitcoin and BNB.
According to data from Bijie.com: The U.S. government transferred more than $100 million worth of Bitcoin (BTC) and BNB on Tuesday. According to blockchain intelligence firm Arkham, the government sent 833.599 BTC (worth about $71.6 million at the time) to two unlabeled addresses, which then transferred the coins to an address Arkham labeled as a Coinbase Prime deposit address. Another government-labeled wallet sent about 40,285 BNB (worth about $31.63 million) to another unlabeled address. That address then transferred all assets to a second unlabeled address. The BTC came from wallets Arkham labeled as Potapenko/Turogin forfeiture funds and coins seized in the Bitfinex hack case. The government currently still holds about $27.5 billion in crypto assets, all of which are assets seized in law enforcement operations. To date, the government has not used taxpayer funds to make new purchases. Market commentator José Rosell said: "Transfer is not the same as sale. According to the March 2025 executive order, Bitcoin seized by the government will be retained in the Strategic Bitcoin Reserve."
Star: AI is reshaping financial institutions' back-office operations, and OKX has already applied it to compliance and risk control assistance.
According to CoinWorld news, OKX founder and CEO Star said at Token2049 in Singapore that AI's transformation of the financial industry is not only happening on the user side, but is also penetrating deeper into back-office operations such as compliance and risk control. OKX has already applied AI to assist in identifying risks, supporting investigations into suspicious transactions and behavior, and providing recommendations, in order to improve processing efficiency and consistency in execution. At present, AI does not directly make compliance or risk management decisions; final decisions are still made by humans. At the event, OKX board director and former New York Governor Andrew Cuomo also added that clear regulatory rules are an important foundation for fintech companies to expand their services. To serve a broader user base, companies must comply with regulatory requirements and build public trust through compliant operations.
Star: AI is assisting OKX compliance and risk control. Andrew Cuomo: Clear regulation is the foundation of fintech.
CoinWorld news, OKX founder and CEO Star said at Token2049 that AI is being used to assist OKX's compliance and risk control operations. Currently, AI only provides auxiliary decision-making, while final decisions are made by humans. OKX board director and former New York Governor Andrew Cuomo said that clear regulatory rules are the foundation for fintech companies to expand their services, and companies need to comply with regulatory requirements to build public trust.
AI Security: 88% of IT Leaders Report AI Agent Security Breaches
Coin World News, Forkast reports that 88% of IT leaders have reported at least one security breach involving AI agents in the past 12 months. Despite this frequency, the industry remains stuck in a cycle of reactive deployment. Guidance on Ghostjacking released by NGCERT on October 6, 2026, recommends breaking this cycle by shifting the focus from detection to structural prevention. The guidance formalizes nine hardening steps, including denying network egress by default, human approval, and the use of least-privilege Model Context Protocol (MCP) servers. The core directive is clear: stop trying to detect malicious intent and start limiting what agents are capable of doing. Survey data shows that although 86% of IT and security decision-makers regard AI agents as mission-critical, only 37% have established a formal AI policy. 54% of organizations report having between 1 and 100 unauthorized agents, creating a complex shadow AI problem that makes centralized security more difficult.