21Shares: Bitcoin Still Poised for Significant Year-End Rally, Currently at Breakout Point

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.

Beating AI News Brief: Meta has developed a dedicated compact device called Muse Charm for its personal AI agent Muse. The keychain-sized gadget features a front screen displaying Muse’s real-time avatar. Pressing the fingerprint sensor on its corner lets users start conversing with Muse directly, no need to unlock a phone or open an app. Zuckerberg noted that Meta has integrated Muse’s real-time voice and avatar system into the device. Muse itself can engage in long conversations with users while continuing to run tasks in the background. For those not wearing Meta smart glasses, Zuckerberg called Charm the "fastest" access point to Muse available now. The device is still in early development: Meta has only built a few prototypes, with final casing materials and internal component layouts not yet confirmed. It is slated to ship ahead of the December holiday season, though pricing has not been announced. The device draws comparisons to Rabbit R1 and Humane AI Pin, but a key difference is Meta does not intend for Charm to serve as a standalone AI product. Muse already operates on mobile, web, and Mac platforms, and will later be integrated into Meta’s smart glasses. Charm is essentially an additional, easy-to-grab entry point for the existing agent to enable on-the-spot conversations.

The largest $CXMT short, 0xf292, is finally giving up after holding the position for 2 months! He's now closing his $CXMT short to cut his losses, with a total loss of $10.91M, including ~$5.25M in funding fees. He still holds a 2.65M $CXMT ($22.5M) short.

Gold recently fell below $4,300 per ounce, pressured by a stronger U.S. dollar, rising U.S. Treasury yields, and the Federal Reserve’s resumption of interest rate hikes. However, both TD Securities and BMO Capital Markets hold that gold’s medium- and long-term demand remains resilient, projecting that gold prices will retake the $5,000 mark by 2027. Ryan McKay, senior commodity strategist at TD Securities, noted that the traditional inverse correlation between gold and real interest rates is weakening, while geopolitical risks, de-dollarization, concerns over fiscal sustainability, and currency devaluation risks may continue to underpin gold demand. TD Securities projects gold will break through $5,000 again in 2027. In terms of capital flows, the firm estimates global gold ETFs have added roughly 6.3 million ounces in holdings since July, with central banks purchasing nearly 70 tons of gold monthly on a three-month moving average basis. The institution believes that if investment demand continues to recover, the gold market still has room to absorb additional capital. BMO also pointed out that global physical gold demand is improving, supported by India’s wedding season, Chinese gold imports, and inflows into gold ETFs. Over the past week, global gold ETFs attracted about $4.2 billion in inflows; China’s net non-monetary gold imports rose 48% year-on-year to 124.5 tons in August. BMO said gold’s ability to hold near $4,300–$4,400 amid concurrent rises in the U.S. dollar and 10-year U.S. Treasury yields shows that its traditional correlation with bond yields is weakening. The bank projects gold will retake $5,000 in the first quarter of 2027, but short-term focus remains on China-U.S. talks and U.S. core PCE inflation data.

Beating AI Flash News (from 动察), According to a report from The Information, Google DeepMind head Kavukcuoglu said Wednesday that Google is set to release its latest flagship AI model, Gemini 4. The development is highly anticipated after the tech giant fell behind rivals Anthropic and OpenAI in the AI model race. Kavukcuoglu noted Gemini 4 is in the early stages of post-training development, a phase focused on fine-tuning the base AI model. He expressed hope that the model would launch "well before" the end of this year. "Our intention is to release an early post-training result as soon as possible, because we’ve seen the outcomes and are excited about them," he said. After that, Google will "continue rapid, frequent iterations."

According to monitoring by on-chain analytics platform Lookonchain, a crypto whale has just closed out its entire long position of 1,425 BTC, with the position valued at approximately $119.3 million, locking in a profit of around $1.5 million.