Daily
Desk brief
2026-10-04 · 8 high-impact headlines
Market cap
−0.11%
65
Greed
Headlines
- CryptoBriefingARK’s Cathie Wood counters Bill Ackman’s inflation warning
- CryptoBriefingHong Kong bankers skip summer break as AI drives record fundraising
- Pluang · Google NewsEthereum ETFs saw $118M outflows after a $690M inflow week, signaling possible cooling demand. - Pluang
- CryptoBriefingVIS weighs second Singapore plant as AI demand fills its first fab
- OneSafe · Google NewsSEC Cryptocurrency Guidelines Propel Decentralized Networks and XRP Forward - OneSafe
- Yahoo Finance · Google NewsEthereum ETFs Saw Outflows Three Days Running After a $690 Million Week. Is Fund Demand Drying Up? - Yahoo Finance
- 24/7 Wall St. · Google NewsSolana ETFs Report $2.4 Million in Inflows: Is the Winning Streak Ending? - 24/7 Wall St.
- CryptoBriefingUS Super Intelligence Force gets 120 days to report on AI risks
Flash
- Well-known trader: Shorting Bitcoin, target price remains $79,000, deepest correction expected between $69,000 and $71,000.BlockBeats news, October 4 — Well-known trader Doctor Profit posted that he has shorted Bitcoin at $86,200 and is placing additional short orders in the $86,500 to $89,500 range to build a swing short position. The current target remains $79,000; upon reaching that level, he will decide whether to take profit and close, or continue holding the short based on Bitcoin's price reaction. He said the deepest pullback range he is considering is $69,000 to $71,000, and he does not expect the price to fall to a lower level. Although the short entered at $86,200 has already worked, he will evaluate the market level by level rather than directly betting on a deep pullback. His next step will be to first observe the support performance near $79,000, and based on that judge whether the decline will continue, or reverse and extend the bull market to set a new local high.
- Crypto Fear and Greed Index drops to 65, market 'greed' sentiment cools further.BlockBeats news, October 4th, according to Alternative data, today's crypto fear and greed index is at 65 (yesterday it was 67), and market "greed" sentiment has cooled. Note: The fear index threshold is 0-100, including indicators: volatility (25%) + market trading volume (25%) + social media heat (15%) + market surveys (15%) + Bitcoin's proportion in the entire market (10%) + Google hot word analysis (10%).
- ORBIO market cap surpasses $100 million, up over 40% in 24 hours.BlockBeats news, October 4th, according to GMGN market data, the market capitalization of ORBIO, an AI concept token in the Robinhood ecosystem, has surpassed $100 million, now reported at $102 million, up over 40% in 24 hours, with a trading volume of $8.5 million during the same period. ORBIO was issued on the Pons platform, with Nvidia stock tokens as the base pool. Public information shows that the project is committed to building a low-cost AI points trading market, providing discounted trading of AI model points for over 400 AI models, including Claude Fable and GPT Astra. BlockBeats reminds users that the trading volume of related tokens is relatively small, price fluctuations are large, and users should invest cautiously.
- Grayscale: The AI investment boom is extending into the crypto market, and major winners may emerge in the next five years.BlockBeats news, October 4th — Zach Pandl, head of research at Grayscale, wrote that the AI crypto sector rose 54% in September, significantly outperforming the overall crypto market, which gained 24%. Even after this rally, the sector's market capitalization remains only about $15 billion, making it the smallest of the six crypto sectors classified by Grayscale. Among the sector's representative tokens, NEAR rose 183% in September, Venice (VVV) rose 70%, World (WLD) rose 47%, and Bittensor (TAO) rose 37%. These projects respectively involve agent commerce, privacy AI applications, human identity verification, and an open AI network covering inference, agents, data, and computation. Grayscale believes that public blockchains can provide open infrastructure for agent payments, identity, privacy computing, and verifiable records, complementing the AI development ecosystem currently concentrated in a few companies. The AI crypto sector may produce one or more major winners over the next five years, and recent performance indicates that investors are beginning to price in the infrastructure role of blockchain in the emerging agent economy.
- OpenPayd plans to list on Nasdaq by the end of the year and intends to enter the U.S. market in April 2027.BlockBeats news, October 4 — Iana Dimitrova, CEO of stablecoin payment infrastructure company OpenPayd, said the company expects to complete its merger with Titan Acquisition Corp. and list on Nasdaq under the ticker OP by the end of the year. The transaction is in the final stage of U.S. SEC review and still requires conditions such as the registration statement becoming effective and approval by Titan shareholders. The listing will provide funding for U.S. business expansion, and OpenPayd aims to launch services for U.S. customers by April 2027. The company has previously brought MSB USA Inc. and its money transmission licenses in 43 states into the group. OpenPayd provides infrastructure for accounts, foreign exchange, domestic and cross-border payments, and the movement of funds between fiat and stablecoins, with clients including Kraken, B2C2, and OKX. Dimitrova said the company is looking at acquisition targets that can complement licensing or technical capabilities and accelerate market entry. The listing will also give the company access to financing channels and allow it to use listed shares for transactions and partnerships. OpenPayd is also considering private financing before the merger. According to the disclosed transaction terms, its implied post-merger equity valuation could reach up to $1.1 billion.
- The minutes from the Federal Reserve and European Central Bank meetings are due to be released next week and are expected to highlight inflation concerns.BlockBeats news, October 4th - Due to weak US non-farm payroll data and severe turbulence in French financial markets, the urgency for Federal Reserve and European Central Bank policymakers to follow up on September's rate hikes at their respective meetings this month has diminished. Both central banks will release minutes from last month's meetings in the coming days. At last month's meetings, they raised rates due to concerns about rising inflationary pressures. The Fed's September meeting minutes may show that many policymakers were deeply concerned about underlying price trends at the time and expected at least one more rate hike before the end of the year. However, Friday's non-farm payroll data showed lower-than-expected job additions and weak wage growth, further indicating that the labor market is not fueling existing inflationary pressures. Earlier this week, government revisions to PCE showed that inflation has been slightly lower this year than previously estimated. Economists believe that the threshold for a rate hike in October is now high. Even if the meeting minutes remind the market of the hawkish stance officials took in September, subsequent data has reinforced the case for patience. Although services inflation may keep the option of a December rate hike alive, the Fed will likely need clearer evidence that price pressures have resurfaced before raising rates again. (Jinshi)
- Bessent downplays concerns over rising yields and AI bubbleBlockBeats news, October 4 — U.S. Treasury Secretary Bessent said the recent rise in U.S. Treasury yields is in line with global trends and there is no need for excessive alarm. On Saturday, in an interview with Axios, he said: "If there were some kind of idiosyncratic rise, I would be worried." "(But) we have not seen people selling Treasuries to buy German or Japanese debt." "I cannot control the bond market. What I can do is get people to slow down and think." In addition, Bessent also dismissed concerns about an AI bubble, arguing that major players such as Microsoft, Google, and Meta are investing large amounts of capital and driving companies such as Anthropic and OpenAI to achieve significant revenue growth.
- Iranian media: Iran is reviewing a new U.S. proposal delivered via Qatar.BlockBeats news, October 3rd, according to Iranian media reports, Iran is reviewing a new US proposal transmitted through Qatar, which outlines a roadmap and timetable for final negotiations. The proposal is based on the Islamabad framework but seeks earlier nuclear talks. However, Iran continues to insist that the US first fulfill its commitments, including sanctions relief and the release of frozen funds. Iran's seven main conditions remain unchanged, and negotiations with Oman on a new shipping route in the Strait of Hormuz have also made progress.