10 #Bitcoin ETFs outflows 3,062 $BTC(-$302.76M) and 9 #Ethereum ETFs outflows 16,114 $ETH(-$53.01M) yesterday.

According to TradingBeats monitoring, against the backdrop of widespread market expectations that the Fed will pause interest rate hikes in October, cross-market trader greater-fools is still increasing its bearish bets on Bitcoin (BTC). The account has cumulatively invested around $4,381 since yesterday, adding two new bearish BTC predictions in the prediction market: - "BTC will fall to $65,000 by the end of the year" (Yes): Added around 11,000 contracts, invested about $2,639; current total position stands at roughly 136,100 contracts, with an implied probability of around 22.5% and a position value of approximately $30,600. - "BTC will fall to $70,000 by the end of the year" (Yes): Added 4,510 contracts, invested about $1,742; current total position is around 55,800 contracts, with an implied probability of roughly 35.5% and a position value of about $19,800. Meanwhile, the account still holds 26.97 BTC short positions on Hyperliquid, with a notional value of around $2.2528 million, an average entry price of roughly $69,962, and is currently facing an unrealized loss of approximately $365,200. After the release of U.S. September CPI data tonight, if inflation comes in higher than expected and prompts the market to reprice the monetary tightening path, this could become a short-term pressure factor for BTC.

According to Nomura, since March 30, 10 U.S. stocks have driven 70% of the S&P 500’s total gain. Nvidia was the largest contributor, accounting for 13% of the index’s rise, or +3 percentage points. Next were Micron, Apple (AAPL), and Microsoft, each contributing 9% of the S&P 500’s gain, or +2 percentage points apiece. AMD and Alphabet (GOOGL) followed with return contributions of 8% and 7% respectively. Meanwhile, the remaining 490 stocks made up just 30% of the S&P 500’s gain since March 30, adding +7 percentage points.

A whale who bought 257,928 $HYPE at just $3.5 each 2 years ago sold another 100,276 $HYPE ($8.17M) 6 hours ago to take profits.

According to the Associated Press, U.S. House Democrats are preparing to launch a 100-day agenda if they win a majority in the midterm elections, focusing on Trump-era tariffs, healthcare (including restoring Affordable Care Act tax credits and reversing Medicaid cuts), and government oversight. They also plan to push forward a War Powers Resolution to pressure the Trump administration on Iran-related issues.

Nvidia-backed AI cloud provider CoreWeave is looking to tap into the massive capital pools of insurance companies to lower its financing costs for purchasing AI chips and building infrastructure. Branin McBee, CoreWeave's co-founder and head of financing, said that if the company can secure investment-grade ratings for more of its chip-collateralized debt and ultimately improve its own credit rating, it will gain access to the insurance capital market. He noted that the insurance industry’s capital is “nearly unlimited,” as “the money sitting in insurance pools is one of the largest sources of capital in the world.” Earlier this year, CoreWeave secured an $8.5 billion loan backed by Nvidia chips and a long-term usage contract with Meta. CoreWeave’s next step is to attract insurance companies to purchase loans backed by lower-credit clients, such as financing for AI labs. So far this year, the company has raised over $35 billion through chip-collateralized loans, high-yield bonds, convertible bonds, and stock offerings. As of the end of June, the company’s total debt and lease obligations stood at approximately $52 billion.

Per TradingBeats monitoring, the ZHIPU perpetual contract on Hyperliquid is currently priced at $75.31, down approximately 3.76% from $78.26 24 hours ago, with a 24-hour trading volume of around $4.45 million. Additionally, the largest long position address for ZHIPU (0x8b3f…bc6cd) still holds roughly 74,200 ZHIPU long contracts, with a position value of about $5.59 million. The address uses 2x isolated margin, and currently faces an unrealized loss of approximately $1.663 million, resulting in a position return of -45.88%. Related update: Zhipu’s stock price has hit a new low since March this year, down nearly 20% from its September private placement price.