TRON (TRX) — Onchain News & Whale Tracking

Lumentum: Strong demand for optoelectronic components will keep its production capacity fully booked through 2029.

As tech firms race to build faster AI data centers, Lumentum reports its optoelectronic components capacity is almost fully booked, a status set to persist until around 2029. Earlier this year, Nvidia invested $2 billion in Lumentum, which is a key supplier of advanced indium phosphide devices that power high-speed cloud computing and data transmission. Lumentum CEO Michael Hurlston said the firm will fail to meet roughly 70% of product demand next year, and still fall short of 30% of demand by 2028. Hurlston had previously indicated the company is on pace to sell out all its capacity by 2028. “We are pulling out all stops to expand capacity as fast as possible, but we still lag far behind our customers’ demand. Our capacity is already fully sold out, and there is no sign of this easing in the near term,” Hurlston noted.

Altcoins have fallen sharply, with previously strong cryptocurrencies also weakening simultaneously.

According to HTX market data, as Bitcoin weakens, altcoins in the crypto market have also seen sharp synchronized declines. Among them: ORCA is down 17.75% in 24 hours, currently trading at $2.358; MINA is down 16.27% in 24 hours, currently at $0.0777; NEAR is down 15.88% in 24 hours, currently at $4.517; ZEC is down 10.46% in 24 hours, currently at $1194; PUMP is down 9.54% in 24 hours, currently at $0.005635.

Some altcoins continued their strong rally, with MET surging over 60% in a single day.

According to HTX market data, as Bitcoin and the broader crypto market pull back, some altcoins continue their strong rally. Key 24-hour performance and current prices: MET (Meteora) up 60% to $0.5; W (Wormhole) up 17.8% to $0.0163; ALGO (Algorand) up 16.6% to $0.1377; JUP (Jupiter) up 16% to $0.379; RAY (Raydium) up 13.3% to $2.46; STRK (Starknet) up 12.3% to $0.056; CRV (Curve) up 10.9% to $0.388.

Samsung Electronics releases preliminary Q3 results: operating profit slightly exceeds expectations.

Samsung Electronics released its preliminary third-quarter results, reporting an operating profit of 107.4 trillion won, beating the market expectation of 106.1 trillion won. Its third-quarter revenue came in at 195 trillion won, falling short of the market forecast of 199 trillion won.

Japanese and South Korean stock markets opened lower, with SK Hynix down 2% and Samsung Electronics down 1%.

According to Bitget market data, Japanese and South Korean stock markets opened lower: The Nikkei 225 index opened down 36.29 points, a 0.05% drop, to 70647.69 points. South Korea’s KOSPI index opened down 79.83 points, a 1.15% fall, to 6861.56 points, with SK Hynix down 2% and Samsung Electronics down 1%.

Trump: The U.S. dollar is very strong and will not cause inflation.

U.S. President Donald Trump said he believes the Republican Party will perform well in the midterm elections, adding that his campaign rallies "really turned the tide". On the U.S. dollar, Trump stated "our dollar is very strong", while noting that a strong dollar can absolutely slow economic growth, but emphasized that a strong dollar does not cause inflation. Additionally, Trump said oil prices will drop after the war ends, noting that oil is still being transported through the Strait of Hormuz, and he reiterated that Iran’s current economic situation is "very bad".

Mistral Large 4 Launched: 1.05 Trillion Parameters, Claims to Be Europe and the U.S.’s Strongest Open-Source Model

Beating AI News: French AI firm Mistral has launched its new flagship model, Mistral Large 4, internally codenamed "Le Chonk". It adopts a Mixture of Experts (MoE) architecture, with a total of 1.05 trillion parameters, though only 49 billion are activated per inference. The model natively supports text and image input, and offers a maximum context length of 1 million tokens. Its API is now available for preview, while the model weights are scheduled to be released publicly on October 27. Mistral claims Large 4 is currently the highest-performing open-weight model developed in the U.S. and Europe. Its official DeepSWE v1.1 software engineering benchmark score stands at 62%, compared to GLM-5.3 (61%), DeepSeek V4 Pro (57%), and Qwen 3.8 Max (51%). For financial benchmarks, Finch scores 67%, on par with DeepSeek V4 Pro; satellite image target localization task DIOR-RSVG scores 73%, higher than GPT-6 Astra's 68%. However, these results are primarily from Mistral's self-testing, not based on a unified standardized testing framework. When Zhipu AI launched GLM-5.3, it announced a score of 66.9% on the same DeepSWE v1.1 benchmark, while Kimi K3 reached 67.5% – both outperforming Large 4's 62%. The gap may stem from different testing configurations and execution methods used by various teams. Large 4 is trained from scratch: Mistral used around 4,000 Nvidia Grace Blackwell GPUs in its own European data centers over approximately two months. Mistral also positions "European autonomy" as a key selling point, noting that the model – from training and API services to future independent deployment – can all be hosted on European infrastructure.

Binance Research: Bitcoin has confirmed a "golden cross", which may signal a strong market recovery.

Binance Research released its October market report, noting that despite the U.S. Federal Reserve’s first interest rate hike since 2023 and the failure of the CLARITY Act, the total cryptocurrency market capitalization rose 11% in September to $2.99 trillion. Spot Bitcoin (BTC) ETFs saw a net inflow of $3.49 billion that month, pushing their net flow in 2026 to positive territory for the first time on September 23. BTC confirmed a "golden cross" – where the 50-day moving average crossed above the 200-day moving average – on September 8, with the gap between the two indicators widening to around $7,500. Historically, such deep resets are often followed by strong recoveries.

Ansem is strongly bullish on the market outlook, predicting that major cryptocurrencies including Bitcoin will reach new highs before Christmas.

Crypto KOL Ansem issued a prediction this morning that major cryptocurrencies including Bitcoin, ETH, SOL, ZEC, and HYPE will hit new highs before Christmas.

Tron TVL surges $3.3B in Q3 2026, up 13.2%

In Q3 2026, the TVL on #Tron increased by $3.3B, up 13.2%.

In Q3 2026, the TVL on #Tron increased by $3.3B, up 13.2%.

In Q3 2026, the TVL on #Tron increased by $3.3B, up 13.2%.

The Nikkei 225 index rose 2.00% on the day, with electronics and machinery stocks leading the gains.

According to Bitget's market data, the Nikkei 225 index opened higher and rallied throughout Monday, posting an intraday gain of 2.00%, with electronics and machinery stocks leading the advance.

Ansem: Strong altcoins will keep emerging during a bull market, so investors should continuously seek excess return opportunities.

Crypto trader Ansem wrote that constantly monitoring the market and judging price trends based on 15-minute K-lines tends to lead to overtrading. Investors should manage separate accounts for spot trading, perpetual contracts, and high-risk on-chain transactions, and avoid attempting to catch every local top and bottom, as this can erode long-term investment returns. Rather than trading frequently, study past bull markets to observe how long uptrends typically persist. Altcoin rally cycles are usually faster, often outperforming the market for 4 to 6 months before new market leaders emerge—especially after a market cap increase of over 10x. However, this cycle may have a few exceptions: some altcoins will see significant revenue growth alongside price gains, so their fundamentals may improve in parallel. In prior cycles, altcoins mostly peaked due to shifting market attention and fading momentum, but this time, if projects post substantial improvements in metrics like revenue, institutional funds may continue buying actively, and investors need to adjust their existing judgments promptly based on new information. In the last cycle, Bitcoin bottomed in January 2023 and peaked in October 2025, with its uptrend lasting roughly 33 months. If this cycle bottomed in July, it is only in its 4th month currently. He notes that longer-term bull markets will see multiple "mini bull runs" led by specific altcoins, and investors need to identify these period-specific strong assets, reinvest profits into high-performing targets, and gradually convert short-term winners into long-term investments.

Bonk Guy: SI has performed strongly after a pullback, with its holder count surpassing 60,000 in a week.

Renowned crypto trader Bonk Guy stated in a post that SI has shown strong resilience amid recent market downturns, with its price action bottoming out and entering a consolidation phase. Bonk Guy noted SI’s fundamentals include: within a week of launch, its holding addresses exceeded 60,000, with 30,000 new holding addresses added in a single day—making it the first meme project in over a year to reach this growth pace. Even amid market pullbacks, its daily trading volume remains in the $15 million to $20 million range. Additionally, SI features a tokenized NVDA reward mechanism; as one of its largest holders, he earned five-figure USD worth of rewards within a week. Discussions about AI and SI’s brand transformation involving Trump and multiple tech industry figures, alongside competition from other communities and participants for SI, have further boosted the project’s market visibility. Bonk Guy also mentioned SI has now been listed on centralized exchanges including Crypto.com and Gate, with more platforms likely to follow. He explained that centralized exchanges typically do not list meme coins early unless they identify high growth potential. With factors including its large holding scale, trading volume, market attention, reward mechanism, and expanding exchange support, Bonk Guy believes SI could become one of the major meme projects in this cycle.

Bankless Founder: Bitcoin will send a strong bullish signal if it closes above $86,600 on the daily chart.

Bankless founder David Hoffman said in a post that a daily closing price of Bitcoin (BTC) above $86,600 would send a strong bullish signal, while a daily close above $87,400 would make him extremely bullish.

Micron’s fiscal quarter revenue guidance beats expectations, with AI demand remaining strong.

According to the latest report, Micron Technology (MU.O) posted Q4 fiscal 2026 revenue of $54.23 billion, up from $11.32 billion in the year-ago quarter and beating the market consensus estimate of $50.58 billion. The chipmaker also issued a current-quarter sales forecast that exceeded expectations, citing unprecedented demand driven by the rapid growth of artificial intelligence. In a Wednesday statement, Micron projected revenue for the first quarter of its next fiscal year to range from $60 billion to $63 billion, versus analyst average estimates of $56.8 billion. The company expects supply and demand for memory and storage to be far tighter in fiscal 2027 and 2028 than in 2026. Adjusted for certain items, earnings are projected at roughly $38.15 per share, compared with forecasts of $36.02. Following the report’s release, the stock gained less than 1% in after-hours trading.

During the opening of the US stock market, semiconductor and storage stocks performed relatively strongly, while optical communication and Neocloud stocks declined, with Intel rising more than 2%.

According to BIT (bit.com) market data, US stocks opened with semiconductor stocks mixed: Intel (INTC) rose 2.50%, NVIDIA (NVDA) gained 1.72%, Qualcomm (QCOM) increased 1.49%, Lam Research (LRCX) advanced 0.52%; Arm (ARM) dropped 1.68%, Marvell Technology (MRVL) fell 1.36%. Storage stocks saw minor divergence: Micron Technology (MU) climbed 0.82%, SanDisk (SNDK) added 0.35%; Western Digital (WDC) declined 0.87%, SK Hynix (SKHY) edged down 0.09%. Most optical communication concept stocks fell: Corning (GLW) decreased 2.97%, Coherent (COHR) dropped 1.61%, Applied Optoelectronics (AAOI) fell 1.33%, Ciena (CIEN) declined 0.98%. Neocloud stocks generally retreated: Hut 8 (HUT) plunged 5.86%, Cipher Digital (CIFR) dropped 2.82%, Applied Digital (APLD) fell 2.56%, TeraWulf (WULF) decreased 2.49%.

Analysis: The threat posed by a stronger U.S. dollar to Bitcoin may be overestimated, as the two assets have a weak long-term correlation.

A stronger U.S. dollar is generally seen as a headwind for U.S. dollar-denominated assets like Bitcoin and gold. The U.S. dollar is the world’s primary reserve currency and debt-denomination currency; when it appreciates, repayment costs for U.S. dollar debt borrowers rise, typically leading to reduced exposure to risk assets. The U.S. Dollar Index (DXY) has risen roughly 2.6% since September 9, hitting a two-month high of 101.69 on Tuesday. Bitcoin, after approaching $87,500 on September 21, has pulled back to the $83,000–$84,000 range. A stronger dollar may cap its upside, but the impact remains relatively limited for now. TradingView data shows that over the past 90 trading days, the daily correlation coefficient between Bitcoin and the DXY is -0.41, the lowest since February 2023, indicating the two tend to move inversely. However, the corresponding coefficient of determination is only 0.17, meaning the DXY explains roughly 17% of Bitcoin’s daily return volatility. The 30-day correlation coefficient between the two is -0.45, but this result is largely skewed by two exceptional sessions on August 19 and September 3, when Bitcoin rallied over 5% while the DXY fell. Excluding those two days, the correlation drops to -0.19. Looking at a longer timeline, since January 2020, the average 90-day correlation coefficient between the two is just -0.14, and it once rose to +0.22 in November 2024. Bitcoin also shows no significant correlation with U.S. Treasury yields, indicating its movements are largely driven by its own factors. Technically, the DXY has reclaimed the Ichimoku cloud, but has not yet broken through the 101.80 resistance level. A breakout could end the sideways consolidation that has persisted since May 2025 and trigger an accelerated rally.

Trump to Sign Strong Executive Order on Artificial Intelligence

US President Trump stated that he will sign a strong executive order on artificial intelligence, renaming AI as "Super Intelligence" (SI).

Some altcoins remain strong, with CRV surging over 21% in 24 hours.

According to HTX market data, amid Bitcoin’s fluctuating performance, select altcoins have remained strong. Their latest 24-hour price stats are as follows: CRV trades at $0.3984, up 21.09% in the past 24 hours; HBAR is priced at $0.11803, up 19.42%; 0G stands at $0.3062, up 18.36%; MUBARAK is at $0.06377, up 18.27%; MARSCOIN trades at $0.1653, up 16.57%; ALICE is priced at $0.1703, up 14.07%; and ALGO is at $0.1312, up 10.81% over the same period.

Japan’s 40-year government bond auction records strongest demand since 2020.

Driven by relatively high yields attracting investors, Japan’s 40-year government bond auction drew its strongest demand since 2020. The bid-to-cover ratio for the auction stood at 3.1, up from 2.82 in the prior sale and above the 2.67 average over the past 12 months. Japanese government bond futures continued to rise after the auction, with the 40-year JGB yield last quoted at 4.23%. The bond sale comes as investors grow increasingly concerned that the Bank of Japan (BOJ) may be falling behind the curve on monetary tightening. BOJ Governor Kazuo Ueda, after delivering a widely expected interest rate hike earlier this month, failed to provide clear guidance on the pace of future hikes, stoking market expectations that the central bank may ultimately need to implement more aggressive rate increases.

South Korean stocks closed down 2.7%, with Samsung Electronics and SK Hynix falling more than 5%.

According to Bitget market data, South Korea's KOSPI index closed down 191.17 points, a 2.7% drop, to 6889.75 points. Samsung Electronics and SK Hynix both fell more than 5%.

Samsung Electronics speeds up construction of its first mass production line for P5, advancing the equipment import timeline to Q2 next year.

Samsung Electronics is accelerating construction of the first mass production line (Phase 1, Ph1) at its Pyeongtaek Campus 5 (P5). According to reports, Samsung is in talks with major equipment suppliers to bring forward the Ph1 equipment installation timeline from the originally scheduled third quarter of next year to the second quarter. Driven by surging demand for high-end DRAM and NAND in the AI sector, Samsung aims to speed up its capacity expansion. P5 is Samsung Electronics’ next-generation semiconductor production base, slated to launch operations in 2028. This year’s third quarter saw Samsung kick off construction of the Ph1 cleanroom, which is primarily used to control micro-pollutants and environmental conditions such as temperature and humidity inside the wafer fab. Samsung had previously planned to complete the Ph1 cleanroom at P5 by early next year, but had already advanced the timeline by roughly six months, so equipment introduction was initially expected in Q3 next year. However, Samsung’s equipment investment progress for P5 has further accelerated recently. An industry insider noted that Samsung has informed relevant parties of its plan to shift the Ph1 equipment arrival time from the original July-August next year to May-June next year. Given the early completion of the cleanroom, the project schedule had already been adjusted once before, and the overall investment pace has now quickened further.

South Korea's KOSPI index extended its decline to 2%, with Samsung Electronics and SK Hynix both falling more than 4%.

According to Bitget market data, South Korea’s KOSPI index has extended its intraday decline to 2%. Samsung Electronics slid 4.1% and SK Hynix dropped 4.65%.

South Korea's KOSPI index fell 1%, Samsung Electronics dropped 2.54%, and SK Hynix declined 2.82%.

According to Bitget market data, South Korea’s KOSPI index saw an intraday decline of 1.00%. Samsung Electronics fell 2.54%, while SK Hynix dropped 2.82%.

Cosmos Hub Recovers 1.227 Million ATOM from Neutron Attack, Funds Temporarily Held in 4/6 Multi-Signature Address

Cosmos Labs released a disclosure stating that on September 22, Neutron suffered a governance attack, resulting in the theft of liquidity from protocols including Astroport. Approximately 1.73 million ATOM were subsequently transferred by the attacker to the Cosmos Hub. The Cosmos Hub itself was not targeted in the attack, and user funds remained unharmed. To block the stolen ATOM from being further moved, Hub validators temporarily paused the network for roughly 24.5 hours, resuming block production on September 23 using the patched Gaia v28.3.0. Cosmos Labs added that during the pause, 1.227 million ATOM stayed in the attacker’s Hub address. Upon network recovery, these funds were transferred in a single operation to a 4/6 multi-sig address made up of Nansen, Keplr, Enigma, Silknodes, Kiln, and Polkachu. Earlier, around 500,000 ATOM had been swapped for ETH via THORChain and cannot be recovered. An additional 169,000 ATOM entered the attacker’s address via a THORChain refund after the network came back online, and were later transferred to Osmosis and sold. The multi-sig address currently holds approximately 1.227 million ATOM, which can only be returned following authorization via a Cosmos Hub governance proposal. The funds will not be staked, lent, or traded. The Neutron team is expected to submit a recovery plan and related governance proposal next week.

Yilihua: Bitcoin faces a normal correction after climbing to $86,000, adopting a "bearish but not shorting" stance, with ETH showing even stronger momentum.

Liquid Capital founder Jack Yi wrote in a post that after Bitcoin (BTC) rose to around $86,000, it is facing a normal correction. In the current bull market, investors should "be bearish but not short" and wait patiently for the next long trading opportunity. He noted that for specific trading opportunities, Ethereum (ETH) is showing stronger performance; trading infrastructure assets such as UNI and HYPE are gaining market acceptance, while ZEC is a "strong-whale asset".

Franklin Templeton: U.S. Stock Market Poised for Strong Fourth Quarter

Franklin Templeton Institute Chief Investment Strategist Jeff Schulze said that regarding the Federal Reserve’s latest interest rate hike, the market’s recent mild performance may help mitigate any potential downturn. In the three months leading up to last week’s rate action, the S&P 500 index barely moved, while the average gain in the three months prior to the first interest rate hike of a cycle historically stood at 4.2%. “I think the market is poised to continue moving higher as it enters the seasonally very strong fourth quarter,” Schulze said. (Jinshi)

Tron Transaction Volume Surpasses $30 Trillion With $30B Daily Volume

Total transaction volume on #Tron has officially surpassed $30 trillion, with over $30 billion in daily volume.

Total transaction volume on #Tron has officially surpassed $30 trillion, with over $30 billion in daily volume.

Total transaction volume on #Tron has officially surpassed $30 trillion, with over $30 billion in daily volume.

Viewpoint: The halving of LLM token prices does not signal a weakening in AI demand; the GPU computing power rental market remains robust with strong demand.

Professional data firm Silicon Data published a report noting that the market has recently frequently cited its LLM Token Index as a basis for bearish bets on AI trading, but the index’s decline does not signal a weakening of AI demand or model-layer profits. Silicon Data explained that its LLM Token Index measures the actual price paid per million tokens by API users in its sample — referred to as the "usage-weighted price" — rather than token volume or total spending. The index fell 52% from $2.07 on May 28 to $1 on September 21, but had risen 67% between January and its May peak, meaning price movements alone cannot serve as a direct indicator of AI industry sentiment. The firm pointed out that the recent index decline mainly reflects more tasks being allocated to cheaper, faster models, while AI labs continue rolling out additional mid-tier models. Since tokens do not fully represent AI capabilities, the index also cannot distinguish between model substitution and more efficient agent routing on its own. By contrast, the GPU computing power rental market still shows strong demand. Silicon Data’s data shows that rental prices for H200 GPUs at non-hyperscale cloud providers rose from an average of $2.87 in June to $3.29 currently, hitting $3.32 on September 19; B200 GPUs now trade at $5.76, up 7% year-over-year and 31% year-to-date; B300 GPUs have risen 44% since their launch at the end of April. Silicon Data believes that with the large-scale adoption of agents, the vast majority of tokens in the future will likely come from cheap, fast models, so token prices can continue to decline while total token volume still grows significantly. The firm added that truly high-value tasks will likely remain concentrated on frontier models, and the widespread adoption of AI means demand for computing power could be "more, not less".

Total transaction volume on the TRON blockchain has surpassed $30 trillion, while USDT circulating supply exceeds $94 billion.

TRON DAO announced that the cumulative transaction settlement volume on the TRON blockchain has surpassed $30 trillion, with over 405 million on-chain accounts, more than 15 billion total transactions, and total value locked (TVL) exceeding $280 billion. Data shows TRON currently has over $94 billion in circulating USDT, the largest amount among all public blockchains. Token Terminal data indicates that TRON’s USDT transfer volume year-to-date is approximately $6 trillion, with an average daily transfer size of around $25 billion, ranking among the top across all networks. In the payments sector, CoinDesk Research reports that crypto payment card transaction volume rose from $2 billion in Q1 2026 to $2.4 billion in Q2 2026, with TRON’s share increasing from 33% to 34% — the highest among all public blockchains tracked. Institutional adoption is also expanding. In September, Canary Capital launched the Canary Staked TRX ETF (TRXS); Bitnomial has rolled out TRX spot and futures products, while Anchorage Digital added support for native TRX staking and TRC-20 asset custody for TRON.

Neutron governance proposal manipulated, attacker steals approximately $4.4 million; Cosmos Hub validators coordinate a chain halt to recover the funds.

Cosmos ecosystem protocol Neutron’s urgent governance proposal was manipulated by attackers. The malicious address spent approximately 20,199 USDC to buy NTRN, then staked 31.6 million NTRN about 12 minutes before the vote ended, leading the proposal to pass with an 82% support rate. The attacker subsequently transferred control of 11 contracts to themselves, migrated them to malicious code, and stole roughly $4.4 million in assets. To recover the funds, Cosmos Hub validators coordinated a near 24-hour and 48-minute chain halt; during the restart process, they transferred approximately 1.23 million ATOM from the attacker’s wallet to a new address, with plans to return the assets to their original holders later. (The Defiant)

Bitcoin undergoes a correction, altcoins see sharp pullbacks, while earlier strong cryptocurrencies take the opportunity to consolidate.

Following Bitcoin’s pullback yesterday, altcoins across the crypto market plunged sharply. According to HTX market data, on the CEX’s decline leaderboard, MUBARAK led with a 32.14% drop, while ONE fell over 24% to take second place. Previously strong tokens such as UNI saw a 11.75% decline today, retreating to above its prior support level, now trading at $9.254. ZEC dropped 6.16% to $1,516.99. LIT, which hit an all-time high yesterday, remained relatively resilient with no notable correction, currently priced at $5.3438, up 4.75% over 24 hours.

South Korea's exports surged 78.3% year-on-year in the first 20 days of September, notching the strongest monthly growth on record.

South Korea’s exports rose 78.3% year-on-year in the first 20 days of September, notching the strongest monthly growth on record. The figure pushed the country’s total export value to $71.4 billion, an all-time high, and marked the fifth consecutive month of growth of at least 50%. Semiconductor exports served as the main driver, surging 259.4% year-on-year to a record $34.1 billion.

Binance Wallet launches a 0 gas fee campaign for TRON network transfers, running until December 22.

Binance Wallet announced in a statement that from September 23 to December 22, 2026, users transferring USDT and other TRC-20 tokens via Binance Wallet to the TRON network will be eligible for a 0 gas fee promotion. The campaign is backed by TRON DAO, and after its conclusion, transfer fees will be reduced to 1 USDT per transaction.

South Korean stocks closed higher, with Samsung Electronics rising 3.25% and SK Hynix gaining 1.2%.

According to Bitget market data, South Korea's KOSPI index closed up 61.02 points, a 0.87% gain, ending at 7078.93 points. Samsung Electronics rose 3.25%, and SK Hynix gained 1.2%.

US-Iran talks send positive signals, Bitcoin consolidates strongly, and the three major U.S. stock indexes show mixed performance.

U.S. and Iranian officials held roughly three hours of talks on Tuesday on the sidelines of the UN General Assembly in New York. U.S. President Donald Trump later described the engagement as "very good" and "very productive," adding that the two sides have scheduled another meeting in the "near future." According to market data from BIT (bit.com), U.S. stocks closed on Tuesday: the Dow Jones Industrial Average fell 0.36%, the S&P 500 edged up slightly, and the Nasdaq rose 0.45%, marking another record closing high. Micron Technology (MU.O) gained 5%, SK Hynix (SKHY.O) rose more than 3%, SanDisk (SNDK.O) climbed 6.8%, and Cisco (CSCO.O) dropped over 4%. According to HTX market data, Bitcoin remains in strong consolidation, trading at $86,195 with a 0.35% 24-hour decline. ZEC has surged past $1,600, currently priced at $1,633, hitting another recent high.

Trump: There is strong momentum for Iran to reach an agreement

US President Donald Trump said there is strong momentum for Iran to reach an agreement.

Astroport: The attack incident on Neutron may have resulted in the theft of Astroport's contract admin privileges.

Cosmos ecosystem liquidity protocol Astroport has tweeted that the attack incident on Neutron may have resulted in the theft of its contract administrator privileges. Neutron has suspended chain operations for investigation, and Astroport is advising users to withdraw liquidity from all its liquidity pools.

South Korea’s KOSPI index rose 2.20% at the opening of trading, with Samsung Electronics up 3% and SK Hynix gaining 2%.

According to Bitget market data, South Korean stocks opened, with the KOSPI index rising 2.20% at the start of trading. Samsung Electronics gained 3% and SK Hynix rose 2%.

The crypto market is rallying strongly, with its total market capitalization back at $3 trillion. Bitcoin has broken through $87,000, while the total market cap of altcoins has surged 13.5% in a week.

According to HTX market data, the crypto market remains in a strong uptrend: Bitcoin surged past $87,000, currently trading at $86,400; Ethereum broke through $2,800, now at $2,774. The total crypto market cap jumped 5.4% in 24 hours, reclaiming the $3 trillion threshold to hit $3.042 trillion. SOL trades at $118, ZEC at $1,472, and HYPE at $93.8. Altcoin momentum continues: the total market cap of altcoins excluding Bitcoin (Total2) rose from $1.03 trillion to $1.17 trillion over the past week, a gain of over 13.5%. Top-performing altcoins today include FORM, PHA, and MUBARAK, up more than 30%; WIF, TAO, PEPE, ARMB, FET, SUI, COOKIE, EGLD, RUNE, XNO, SYN, DOGE, KERNEL, DUSK, OPG, ZAMA, EDEN, INIT, ALABB, MET, and FLOKI, up over 10%. Separately, BIT (bit.com) market data shows all crypto-related stocks closed higher, with Strategy (MSTR) up 9.47%, Coinbase (COIN) up 3.50%, Circle (CRCL) up 2.78%, BitMine Immersion (BMNR) up 8.66%, and SharpLink Gaming (SBET) up 6.74%.

Xiaomi launches the MiMo-V2.6 model, claiming it is currently the strongest open-source model.

Beating AI News Brief: Xiaomi officially launched and open-sourced its new Xiaomi MiMo-V2.6 series in the early hours of today. The team stated that the series includes two native full-modal models: Pro and Flash. Thanks to expanded RL computing power, MiMo-V2.6-Pro scored 46 points on the Artificial Analysis Intelligence Index (AA Comprehensive Intelligence Index), outperforming Kimi K3 and Qwen3.8 Max to become the strongest open-source model currently. However, it still lags behind top closed-source models Claude Fable5.1 and GPT-6 Astra. The team added that the MiMo-V2.6 series retains the API pricing of the V2.5 series, with MiMo-V2.6-Pro setting a new cost-performance benchmark for Chinese domestic models: at the same intelligence level, its price is only 1/20 to 1/60 of overseas models.

Samsung Electronics' shares surged 5%, marking their largest single-day gain in two weeks.

According to Bitget market data, Samsung Electronics’ stock price surged 5%, marking its largest single-day gain in two weeks and leading the Korea Composite Index. Note: Samsung Electronics’ dividend equity registration date is September 30.

South Korea's KOSPI index rose 1.57%, Samsung Electronics gained 3%, and SK Hynix advanced 1.4%.

According to Bitget market data, South Korea's KOSPI index touched 7,000 points, rising 1.57% intraday. Samsung Electronics' stock price climbed 3%, while SK Hynix gained 1.4%.

Analysis: The majority of BTC sold on-chain are currently profitable, and strong buying pressure is a typical hallmark of a bull market.

Glassnode notes that Bitcoin’s entity-adjusted Spent Output Profit Ratio (SOPR) 7-day moving average has reclaimed the 1.00 break-even threshold. This means most on-chain sold tokens are in profit, yet the price has not immediately pulled back—signaling strong enough buying demand to absorb profit-taking selling pressure, a hallmark of a bull market. If the indicator remains above 1, it reflects robust demand; a drop back below 1 would indicate this supporting force is fading. The accompanying chart’s orange line is the adjusted SOPR, gray line tracks BTC price, green areas denote overall profitable sales, and red areas represent overall loss-making sales.

Altcoin treasury companies posted strong stock gains, leading the rally in crypto-related concept stocks.

According to market data from BIT (bit.com), as Bitcoin’s strong rebound pushed it back above the $80,000 threshold, crypto treasury companies saw sharp stock price rallies, with the following gains: BTC-focused crypto treasury firm Strategy (MSTR) rose 12.38% to $148.58; ETH-focused Bitmine (BMNR) gained 7.47% to $25.7; SOL-focused Forward Industries (FWDI) jumped 18.95% to $7.375; BNB-focused CEA Industries (BNC) climbed 15.5% to $6.26; HYPE-focused Hyperliquid Strategies Inc (PURR) advanced 5.42% to $13.535; ZEC-focused Cypherpunk Technologies (CYPH) rose 18.08% to $3.625; ENA-focused StablecoinX (USDE) gained 12.84% to $8.7.

Samsung Electronics is hiring developers in New York responsible for Samsung Wallet’s payment business.

Samsung Electronics America has officially listed "stablecoins" in the payment partnership segment of Samsung Wallet and is recruiting relevant business development staff. According to a job posting released by Samsung Electronics America on September 18, the company is hiring a Senior Manager for Samsung Wallet payment business development in New York. The role will be responsible for Samsung Wallet’s vision, strategy and execution, Samsung noted. Notably, in the payment partnership responsibilities, the company explicitly listed issuers, payments, fintech, as well as "stablecoins" and buy now, pay later (BNPL) services. Specifically, the position will oversee business development and marketing strategies for Samsung Wallet’s payment partnerships, and manage existing collaborations. It will also negotiate and sign agreements with partners on commercial terms, data usage and product requirements, collaborate with product teams and other departments to roll out new features, and coordinate marketing, analytics and legal teams to develop product launch plans. Earlier this year, Samsung Electronics announced plans to support stablecoins in Samsung Wallet at the July Galaxy Unpacked event. The event content published by Samsung Business Insights explicitly stated that Samsung Wallet will support stablecoins in the future. At that time, Samsung also announced it would launch the "Galaxy Card" in the U.S. in partnership with Barclays and Visa.

Japanese and South Korean stock markets closed higher, with SK Hynix rising 6.41% and Samsung Electronics up 3.36%.

According to Bitget market data, South Korea’s KOSPI index closed 180.14 points higher, up 2.68% to finish at 6895.55 points. SK Hynix rose 6.41%, while Samsung Electronics gained 3.36%. Japan’s Nikkei 225 index closed 882.70 points higher, a 1.38% increase, ending at 65018.95 points.

Bonk Guy again calls for buying USELESS: The number of token holders and perpetual contract open interest has hit new highs, potentially setting the token up for a strong rally.

Prominent trader Bonk Guy stated in a post that meme coin USELESS, which has a market capitalization of roughly $270 million, has surpassed all other meme coins on Coinbase in trading volume, with the only exception being DOGE. For comparison, DOGE, SHIB, PEPE, and TRUMP have respective market caps of approximately $13 billion, $3.16 billion, $1.54 billion, and $556 million. USELESS’s trading volume on Coinbase has long been higher than that of meme coins including SHIB, PEPE, and TRUMP. Meanwhile, its number of token holding addresses and open interest in Hyperliquid perpetual contracts have both hit all-time highs; spot and perpetual contract trading volumes remain elevated, market attention on the coin is sustained, and it has been listed on leading crypto exchanges. He believes that USELESS is forming the liquidity and adoption traits required for a major meme coin expansion, and a strong rally to catch up with DOGE’s valuation is not out of the question, though this assessment is his personal view.