Binance’s token delisting rate has accelerated significantly in 2026, with Fully Diluted Valuation (FDV) and Open Interest (OI) serving as better indicators of delisting risk than trading volume.

Goldman Sachs believes the market may currently be overpricing stagflation and U.S. Treasury yield upside risks. As tariff impacts fade, energy prices potentially decline, and AI technology drives cost reductions, U.S. inflation pressure is expected to ease. Meanwhile, while economic growth may slow, corporate core earnings remain resilient. In this "Goldilocks" scenario, enthusiasm for AI investment could reheat, and the year-end U.S. stock market rally may not need to wait until after the U.S. midterm elections to launch. Goldman Sachs partner Mark Wilson stated that recent market moves have shown related signs: AI-related assets, after months of consolidation, are once again attracting capital. Goldman Sachs economist Jan Hatzius noted that upside risks to U.S. economic growth are easing; as fiscal stimulus effects fade, gasoline prices and mortgage rates rise, economic growth may slow further, which will also limit room for global central banks to continue raising interest rates. Goldman Sachs U.S. Strategy Team Head Ben Snider added that while some sectors have posted temporary "excess profits," corporate core earnings are likely to sustain strong growth at least through the end of 2027. Based on this analysis, Goldman Sachs argues that if inflation continues to cool, economic growth slows moderately, and corporate earnings stay resilient, the market may gradually shift from its previous stagflation trade to the "Goldilocks" scenario.

Ethereum co-founder Vitalik Buterin has released a new article titled "The Cryptographic World Computer", stating that after years of technological evolution, Ethereum will gradually become a system with fundamental architectural differences from traditional blockchains. Vitalik points out that Ethereum already has core capabilities including general-purpose computing, proof-of-stake (PoS), zero-knowledge proofs, and layer-2 (L2) scaling. Going forward, it will further introduce adjustable computing architectures, multi-party block construction, highly optimized PoS, and deep integration of zero-knowledge proofs into its base layer. He predicts that by around 2030, Ethereum’s core mechanisms—transaction validation, consensus, block construction, privacy, and computing—will all undergo changes. These shifts include moving away from re-downloading and executing blocks toward SNARK-based validation and PeerDAS for data availability verification; transitioning from proof-of-work (PoW) to highly optimized PoS; and replacing single-party block construction with multi-participant block building. Vitalik notes that the future Ethereum decentralized network will not only serve security and censorship resistance, but also enhance performance through parallel storage, parallel computing, and privacy protection. The Hegota upgrade is likely Ethereum’s last "traditional" hard fork, after which recursive STARKs, automated formal verification, optimized consensus mechanisms, and anti-quantum technologies will become the main development directions. Ultimately, these advances will drive Ethereum to evolve from a mere ledger to a "cryptographic world computer" that integrates blockchain, cryptographic privacy, verifiable computing, and decentralized off-chain components.

According to HTX market data, Bitcoin has rebounded to surpass $85,000, posting a 1.04% gain in the past 24 hours.

Hyperliquid announced in a statement that, based on user feedback, it will lower the funding rate cap from 4% per hour to 0.5% in its upcoming network upgrade. The official noted that this cap was rarely hit in actual operations. Additionally, per developer feedback, Hyperliquid will adjust deployment limits for HIP-4 outcome contracts: the maximum number of active outcome contracts a single deployer can hold simultaneously will be increased from 100 to 200, while the daily deployment cap for outcome contracts will be raised from 500 to 1000.

According to TradingBeats' monitoring, trader Loracle currently holds a 3x leveraged short position of 104,600 HYPE tokens. This short position has generated over $550,000 in funding fees, with an unrealized loss of $2.97 million: entry price is $64.70, liquidation price is $123.63, and the total position value stands at $9.74 million. Loracle’s overall on-chain unrealized loss has narrowed to $9.82 million.

The New York Times reports that as the Iran war continues to drive up prices for gasoline, diesel, and heating oil, U.S. Republicans are facing growing political pressure ahead of the November midterm elections, with some GOP candidates who previously backed the conflict now publicly calling for an end to it. U.S. President Donald Trump has recently signaled he may escalate military actions against Iran, and on September 26, he rejected Iran’s latest ceasefire proposal, leaving no clear path to resolving the conflict for now. The report notes that U.S. gasoline prices have risen roughly $0.40 per gallon this month to around $4.50, while diesel prices have climbed to about $6.50. Rising energy costs have further amplified pressure on food transportation and household living expenses. Meanwhile, U.S. mortgage rates have risen to 7%, further squeezing homebuyers’ affordability. GOP Senate candidates Ashley Hinson and Mike Rogers have recently called for an end to the war in succession, with some Republican House members also backing efforts to restrict Trump’s ability to launch further military operations. However, many other Republican candidates have chosen to support Trump or avoid publicly criticizing the war. Analysts point out that rising energy prices and the ongoing war could become key challenges for the Republicans in the midterm elections.