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More →[Gold Medal Meeting Notes Library] OpenAI is ramping up on-device AI and plans to release its first device within 2026, leaving room for a valuation discount in the supply chain to be corrected.
CoinWorld news, ① OpenAI is ramping up on-device AI and plans to release its first device within 2026, leaving room for a valuation discount in the supply chain to be corrected; ② the leap of on-device models from 1B to the 30B level is a "capability singularity," the demand curve for on-device SoCs may be rewritten, and domestic chip companies each have different areas of focus; ③ on-device AI is the nerve ending of physical AI, physical AI is the value amplifier of on-device AI, and the per-unit value of on-device computing power for robots has increased substantially.
The U.S. 10-year Treasury yield is at 5.12%.
CoinWorld US stock market data: The latest daily reading of the US 10-year Treasury yield is 5.12%. Compared with the same-caliber snapshot 24 hours ago, it is down 0.03 percentage points; compared with the same-caliber snapshot 7 days ago, it is down 0.09 percentage points.
S&P Global Ratings launches DEFI Vault risk assessments
Coin World news, Cointelegraph reports: S&P Global Ratings has launched DEFI Vault risk assessments, aimed at evaluating underlying asset, curator, operational, security, and governance risks. Andrew O’Neill explained how the company translates on-chain transparency into insights into the risks faced by depositors.
CryptoQuant analyst: Bitcoin miners' fee share of revenue drops to 0.64%
CryptoQuant analyst Axel Adler Jr. stated that over the past 30 days, transaction fees accounted for an average of only 0.64% of Bitcoin miners' revenue, a slight decline from 0.65% a week earlier, and has remained below 1% since mid-August 2025. Miners' revenue is still primarily dependent on block rewards. At an electricity price of $0.05/kWh, the electricity cost of mining 1 BTC using a Bitmain Antminer S19 is approximately $86,700, which is higher than the current BTC market price, while the corresponding cost for an S21 is approximately $44,300, providing a higher profit buffer. Axel Adler Jr. noted that the rise in BTC price has improved miners' operating environment, but older equipment still faces significant cost pressure. If the share of fee revenue rebounds above 1%, it would indicate that on-chain activity is contributing more to miners' revenue.
U.S. Ambassador to the United Nations: As reports have pointed out, despite Iran's threat that it will not allow neighboring countries to export oil if it cannot export oil itself, the fact is that oil is still continuing
US Ambassador to the UN: As reports have pointed out, despite Iran's threat that it would not allow neighboring countries to export oil if it cannot export its own, the fact is that oil is still flowing out, and it is President Trump's firm leadership that has made this a reality.
Blackstone COO Gray: Insurance clients remain vigilant about AI risk exposure.
According to Bijie news, Blackstone Group COO Gray stated that insurance clients remain "vigilant" about exposure to artificial intelligence risks.
Robinhood receives Dubai regulatory approval to launch cryptocurrency trading services in the Middle East.
Coin World news, according to Watcher Guru, Robinhood has obtained regulatory approval in Dubai and will launch cryptocurrency trading services in the Middle East.
Trust Wallet: Responds to PHP vulnerability rumors, infrastructure secure
BiJie Network data: The Trust Wallet team today issued a statement responding to rumors about a PHP vulnerability, emphasizing that the security of its infrastructure is unaffected. Previously, the U.S. National Security Agency (NSA) issued an emergency warning pointing out that two critical vulnerabilities exist in the PHP language (CVE-2026-109618 and CVE-2026-109619), which could allow hackers to remotely execute arbitrary code. Trust Wallet stated that its applications and critical infrastructure are unrelated to PHP, so this incident will not affect users. The statement is intended to dispel speculation surrounding the vulnerability and ensure user confidence.
The Nasdaq 100 Index fell more than 2%, with its constituent stocks broadly declining.
According to CoinWorld news, the Nasdaq 100 index fell more than 2%. Among its constituent stocks, Teradyne dropped 9.3%, Lam Research fell 8.9%, Lumentum declined 8.5%, while MPWR, KLA, and Meta each fell at least 6.3%. Seagate Technology, AMD, Applied Materials, Marvell Technology, and Western Digital each dropped at least 5.6%. Nebius Group, Arm Holdings, Intel, CoreWeave, and SpaceX each fell at least 5%. SanDisk, ASML ADR, Amazon, nuclear power stock CEG, Synopsys, and Nvidia each declined at least 2.8%. Thomson Reuters is currently up 5.5%.
Goldman Sachs: AI could temporarily replace about 9% of the workforce.
According to CoinWorld news, Goldman Sachs estimates that artificial intelligence could temporarily displace about 9% of the workforce. This projection is based on the assumption of a 15% productivity boost from AI, and it is expected that some workers will be forced out of certain jobs before new ones emerge. In the United States, 9% of the workforce is approximately 15 million people.