NVIDIA used AI to rewrite Kimi's attention kernel, resulting in a speed nearly three times that of the official version.

Santiment Intelligence noted in a post that roughly $2.4 billion in inflows to Bitcoin spot ETFs last week drove BTC out of trading platforms, signaling tightening market supply. Santiment data shows that between September 20 and September 27, BTC supply on trading platforms fell by around 35,800 coins to 1.325 million, with net flow figures aligning with this downward trend. By contrast, in the prior week (September 13 to September 20), BTC holdings on trading platforms rose by nearly 20,000 coins. Combined over the two weeks, around 15,900 BTC have left trading platforms, though current platform supply remains above all levels seen in July. Notably, on September 22 alone, BTC supply dropped by roughly 26,700 coins—about twice the average daily outflow—indicating this shift was not merely due to address reclassification. Santiment added that more than half of last week’s decline in BTC supply on trading platforms had seen a reverse shift in the prior week, noting that ETF fund flows are a key background factor driving recent changes in BTC supply.

Beating AI Express News: OpenAI’s next-generation personal Agent may be named Dots. Leaked unannounced texts from M1Astra and ChrisGPT reveal the Agent can execute tasks independently. Users can contact it via messages, calls, Slack, and email; with prior approval, it can even make purchases directly on their behalf. Dots can autonomously decide when to act directly and when to request user approval, and users can pre-set rules for its operations. Each Dot has its own independent virtual machine (VM), with an interface dubbed “Your dot's computer”. It can also access the user’s computer, with users able to revoke access at any time and re-authorize via the desktop app. The same batch of leaked documents also includes a browser feature for secure password storage, enabling ChatGPT to automatically log into websites. Each Dot will come with an independent 3D avatar, with the launch initially limited to Pro subscribers only. A few days ago, ChatGPT Pro’s upgrade page briefly displayed the line “o, your always-on assistant”, and client configuration files also showed `o` and `-o` email suffixes; previously leaked code linked Dots to internal codenames such as Orbit and Aeon. OpenAI has not officially announced this product, so it remains unconfirmed whether `o`, Dots, and Aeon are separate products, internal codenames, or names for the same product across different development stages.

，CryptoQuant 分析师 Zizcrypto 发文表示，调整后长期持有者（LTH）MVRV 指标已从浅度压力区间恢复，目前重新回到盈利状态。数据显示，6 个月至 10 年持币周期长期持有者群体的调整后 MVRV 在今年 4 月时持续压缩并位于 1.0 上方。MVRV 1.0 代表该群体整体盈亏平衡线，高于 1.0 意味着处于未实现盈利状态，低于 1.0 则代表未实现亏损。6 月至 8 月期间，该指标曾 5 次跌破 1.0，并于 6 月 30 日触及 2026 年低点约 0.94，当时 BTC 价格约为 5.85 万美元，而该群体实现价格基准约为 6.2 万美元，低于盈亏平衡线约 6%。不过，Zizcrypto 表示，此次压力持续时间和幅度均较有限，指标始终接近 1.0，并未进入 2019 年及 2022-2023 年期间长期持有者深度亏损阶段。截至 9 月 27 日，调整后 LTH MVRV 已恢复至约 1.35，BTC 价格约 8.45 万美元，而长期持有者实现价格约 6.27 万美元，现货价格较该成本基础高出约 35%。6 个月至 10 年持币周期长期持有者群体已走出浅度低于 1.0 的压力阶段，重新进入整体盈利状态，这更像是一次健康调整后的恢复，而非深度或持续性的亏损周期。

According to on-chain data analyst ai Yi @ai_9684xtpa, the new address 0x487…476F1 has withdrawn a total of 11,610 ETH from trading platforms over the past five hours, worth $30.97 million at an average price of $2,667.46, and is currently holding an unrealized profit of $552,000.

Dynamic Insight Beating AI Newsflash: Artificial Analysis has launched an independent Cyber Index, a benchmark specifically for evaluating AI Agents’ enterprise network defense capabilities. Rather than selecting a few tests from its original general Intelligence Index, the new index uses three cybersecurity benchmarks—CWE-Bench-AA, DeepsecBench-AA, and CyberGym-E2E-AA—which respectively test vulnerability auditing and patching, vulnerability discovery, and the full workflow from vulnerability detection to reproduction and remediation. Each benchmark accounts for one-third of the total score. In the first batch of rankings, Grok 4.7 (xhigh) and Xiaomi MiMo-V2.6-Pro tied at 56 points; GPT-6 Luna (max) scored 53 points, and GLM-5.3-Flash scored 50 points. MiMo’s average cost per task is just $0.18, compared to $11.67 for Grok 4.7; Luna is even cheaper at $0.12 per task. That said, the ranking should not be taken as a direct measure of the models’ inherent network security capabilities. GPT-6 Sol, GPT-6 Astra, and Claude Opus 5.5 all participated in the test but nearly all refused to answer queries on CyberGym-E2E-AA: Sol and Astra rejected all tasks, while Opus 5.5 refused 98% of them. Refused answers are automatically scored 0 points, but Luna was willing to complete these tasks, boosting its overall score. Artificial Analysis noted that widespread refusal to answer makes it hard to gauge the actual performance of these cutting-edge models. GLM-5.3 also showed a notable anomaly: its full version ranks higher than Flash in Artificial Analysis’s general capability index, but only scored 36 points in the Cyber Index, versus Flash’s 50. The gap stems mainly from CyberGym-E2E-AA: Flash scored 74% there, while the full version managed just 29%. Artificial Analysis has not yet explained the discrepancy.

According to market data from BIT (Bit.com), ahead of U.S. pre-market trading, stocks related to crypto, optical modules and storage all saw minor gains. Details are as follows: Crypto sector: - Strategy (MSTR) traded at $159.420 in pre-market, up 1.45% - Circle (CRCL) traded at $86.497, up 0.81% - Bitmine Immersion (BMNR) traded at $27.491, up 2.42% - SharpLink (SBET) traded at $9.630, up 1.37% Storage sector: - Micron Technology (MU) traded at $1069.970, up 1.52% - SanDisk (SNDK) traded at $1729.150, up 0.95% - Western Digital (WDC) traded at $456.160, up 0.65% - Seagate Technology (STX) traded at $934.720, up 1.43% Optical module sector: - Marvell Technology (MRVL) traded at $253.800, up 0.75% - Nokia (NOK) traded at $10.140, up 0.20% - Applied Optoelectronics (AAOI) traded at $96.980, up 0.17% - Lumentum (LITE) traded at $930.490, up 1.00% - Coherent (COHR) traded at $284.330, up 0.67%