If Bitcoin regains $100,000, the cumulative short liquidation pressure on mainstream CEXes will reach 266 million.

Anthropic and OpenAI are accelerating the rollout of industry-specific AI applications and features. Some enterprise clients fear the two firms may prioritize deploying their most powerful AI capabilities to their own products over making them accessible to external enterprises via APIs. This trend has shifted the dynamic between model providers and enterprise clients from underlying tech collaboration to potential competition. If top-tier model capabilities are increasingly directed toward their own applications, businesses may need to reassess their reliance on AI infrastructure suppliers, supply chain arrangements, and long-term technology strategies.

According to market data from BIT (bit.com), the storage sector extended its gains at the start of U.S. stock trading. Kioxia ADR surged 14.6%, SanDisk (SNDK) rose over 8%, Seagate Technology (STX) gained 1.82%, Western Digital (WDC) advanced 5.8%, Micron Technology (MU) climbed 4.3%, and SK Hynix ADR increased 3.5%.

According to market data from BIT (bit.com), U.S. space-themed stocks are seeing a partial rally. Intuitive Machines (LUNR) rose nearly 5% after securing a new project; the company announced it has received authorization from an undisclosed client to launch a multi-satellite communications infrastructure project valued at over $600 million. Rocket Lab (RKLB) gained 6.3%, SpaceX (SPCX) climbed 5.4% to trade at $147, and AST SpaceMobile (ASTS) rose 3.8%.

Data from prediction market platform Predict.fun shows that for the forecast question "What will be the market capitalization of meme coin Niu Lai before November 2026?", the probability that Niu Lai’s market cap reaches $50 million is currently the highest at 94%; the probabilities of hitting $75 million, $100 million, and $150 million are 52%, 32%, and 20% respectively. Note: Prediction market probabilities may change in real time with market trades, please refer to the latest data on the platform.

The U.S. Department of the Treasury has issued a notice of proposed rulemaking, soliciting public comments on the payment stablecoin regulatory framework under Section 3 of the GENIUS Act. Per the legislation, starting January 18, 2027, any individual issuing payment stablecoins in the U.S. must obtain a federal or state license; digital asset service providers are prohibited from offering foreign-issued payment stablecoins unless the foreign issuer has the technical capability to comply with U.S. laws and reciprocal arrangements. Starting July 18, 2028, all payment stablecoins that service providers offer or sell to persons within the U.S. must be issued by a licensed issuer. Treasury Secretary Scott Bessent stated, “Trump and Congress passed the GENIUS Act, establishing a landmark framework and clear rules for payment stablecoins, and the Treasury is moving quickly to implement it.” The core of this proposed rule is to define the specific meanings of “issuing payment stablecoins in the U.S.” and “offering or selling to persons within the U.S.,” clarifying for the industry when a license is required and how to operate compliantly in the U.S. market. The public may submit comments within 60 days of the notice’s publication in the Federal Register. This rulemaking builds on a prior notice issued by the Treasury last September, marking the transition of stablecoin regulation from a framework act to the implementation of enforceable rules, which will directly impact the compliance paths of major stablecoin issuers including USDC and USDT, as well as trading platforms.

According to market data from BIT (bit.com), U.S. stocks opened with the Dow Jones Industrial Average down 0.3%, the S&P 500 nearly flat, and the Nasdaq up 0.2%. The U.S. storage sector saw broad gains, with Seagate Technology (STX) rising 1.19%, Western Digital (WDC) up 2.4%, SanDisk (SNDK) climbing 5.4%, Micron Technology (MU) increasing 4.3%, and SK Hynix ADR gaining 3.8%.