01:30Computing power futures near launch, B200 price market sees 87% increase in two weeks.According to monitoring by PolyBeats , on the prediction market Polymarket, the probability of "the Ornn B200 index reaching $7.50 this month" has risen from a low of 5.7% two weeks ago to 93%, an increase of 87.3 percentage points. Ornn data shows that its B200 index rose from $7.19/GPU hour on September 14 to $8.08/GPU hour on September 27, an increase of about 12.4% over two weeks. The B200 index refers to the compute rental price index for Nvidia's Blackwell architecture B200 GPU, measuring how much it costs to rent one B200 for 1 hour, in units of $/GPU hour. Nebius's pricing page shows that its HGX B200 on-demand price will increase from $7.15/GPU hour to $8.50/GPU hour starting October 1, a rise of about 18.9%; prices for H100, H200, and B300 will also be raised accordingly. Compute itself is shifting from cloud services to a tradable commodity. ICE and Ornn have announced plans to launch cash-settled GPU compute futures based on the Ornn index, with coverage potentially including H100, H200, and B200; CME plans to launch H100 and B200 compute futures on October 5, still subject to regulatory review. In the future, AI companies will be able to lock in compute costs in advance just as airlines hedge oil prices, and compute prices will also develop clearer spot, forward, and hedging markets.Full flash
02:59Nano Labs founder Kong Jianping's X account regained control after falling victim to a phishing attack.BlockBeats news, September 28: U.S. stock market BNB crypto treasury company Nano Labs and its chairman Kong Jianping stated that their X account had previously suffered a phishing attack and has now successfully regained control. Kong Jianping said that the attacker sent a phishing email to his publicly commonly used email address. His AI assistant mistakenly identified the fake link in the email as the official X verification page, causing him to enter the verification code sent by X to the bound email into the phishing page, ultimately leading to the account being stolen; during this period, the account briefly posted several fraudulent messages. Kong Jianping reminded users not to click on non-official links, and to remain vigilant even if AI judges a link to be trustworthy. He also suggested setting the email bound to X to an email address that is not easily known to outsiders, in order to reduce the risk of account theft.Full flash
02:45U.S. and Brent crude oil both rose more than 2% intraday.BlockBeats news, September 28th, according to Bitget market data, US and Brent crude oil rose more than 2.00% intraday, with WTI crude oil currently reported at $93.18 per barrel and Brent crude oil currently reported at $99.38 per barrel.Full flash
02:39KeyAfter QNT, who will be the next hot "TradFi on-chain narrative" target?BlockBeats news, September 28 — After holding a top position on the gainers list for several consecutive days, a tweet citing its 2013 bullish record on Bitcoin and advising investors to "buy at least 1 QNT" quickly spread, further amplifying market sentiment. According to statistics circulating in the market, QNT's single-day gain once exceeded 140%, with a cumulative four-day gain of over 400%, followed by a notable pullback from its highs. However, social media was not the only driver of this rally. On the news front, what prompted the market to re-examine Quant was its partnership with The Clearing House, a major U.S. bank clearing institution. On September 24, The Clearing House announced it had selected Quant to provide interoperability, orchestration, and transaction management technology for its On-Chain Money Initiative. The project aims to establish a network for financial institutions to clear and settle tokenized deposits, connecting existing payment systems such as RTP and CHIPS, and is expected to open to participating institutions in the first half of 2027. Nevertheless, market opinions on QNT are clearly divided. Some analysts noted that The Clearing House selected Quant's Overledger technology rather than explicitly incorporating the QNT token into clearing, settlement, or collateral processes. In their view, this partnership undoubtedly constitutes a fundamental positive, but whether the token can derive direct value transmission from institutional business still lacks public contract details to support it — "the positive is priced in the moment it lands." Meanwhile, Canton and its token CC deserve more attention. Unlike The Clearing House's focus on tokenized deposits, the narrative Canton carries is closer to securities custody, collateral management, and clearing networks. DTCC completed real production transactions of certain tokenized securities in July this year and plans to officially launch its Tokenization Service in October. For the market, CC's appeal lies in the fact that it corresponds not to a single bank or payment institution, but to the larger securities clearing and custody system. This logic also has variables. Although Canton has a relatively clear institutional network positioning, whether large institutions will use CC through public networks in the future still requires validation through actual business deployment. In other words, DTCC's participation can strengthen Canton's narrative, but it cannot automatically equate to CC's demand having already materialized. The following are other TradFi on-chain narrative projects worth watching, compiled by BlockBeats, with sources cited from project teams and the DTCC official website: Chainlink (LINK) In May 2026, DTCC announced that its Collateral AppChain will adopt the Chainlink Runtime Environment (CRE) and Chainlink data standards to provide pricing, valuation, asset transfer, margin calculation, settlement, and automated orchestration capabilities for collateral management. The platform is expected to go live in Q4 2026. Collateral management is a high-frequency and complex segment of the traditional financial system. As tokenized assets, on-chain settlement, and 24/7 markets gradually advance, trusted data, asset valuation, and process coordination will become foundational requirements. Chainlink also disclosed that on-chain and off-chain revenue generated from its enterprise adoption will be converted into LINK and deposited into the Chainlink Reserve. Going forward, the scale of usage and related business flows after the Collateral AppChain goes live will be worth watching. Ondo (ONDO) Ondo's narrative centers on the issuance and distribution of tokenized assets. Its products include tokenized U.S. Treasury-related product OUSG, yield-bearing dollar asset USDY, and Ondo Stocks. According to Ondo's official website, Ondo Stocks already offers more than 450 tokenized stocks and ETFs, giving eligible non-U.S. users on-chain economic exposure to U.S. equities and ETFs. Market attention on ONDO mainly revolves around the asset scale of tokenized securities, trading depth, cross-chain distribution, and DeFi composability. The ONDO token currently represents governance rights in the Ondo DAO, and holders can govern matters related to Flux Finance's markets, interest rate models, oracles, and reserves. The link between product scale, protocol activity, and the token's governance value will remain an important point of observation going forward. Stellar (XLM) In May 2026, DTCC and the Stellar Development Foundation announced that the two parties plan to connect tokenization services for DTC-custodied assets to the Stellar network, with the relevant assets expected to be available in the first half of 2027. The asset classes under evaluation by both parties include Russell 1000 constituents, major index ETFs, and U.S. Treasuries. This collaboration provides a clear timeline catalyst for XLM. The market will focus on the scope of assets to be onboarded subsequently, the first batch of participating institutions, and the actual circulation of DTC-tokenized assets on the Stellar network. XDC Network (XDC) XDC's narrative centers on trade finance. In August 2026, SBI XDC Network APAC, TOPPAN, and Ginco were selected for an Osaka Prefecture-related project to test trade finance processes combining vLEI corporate identity with on-chain export factoring, with goals including improving KYB, transaction record management, and accounts receivable processing efficiency. Trade finance involves corporate identity verification, credit credentials, accounts receivable, financing, and cross-border settlement. XDC's subsequent catalysts depend on whether the pilot further extends into the actual business processes of banks, export enterprises, and trade finance institutions. Axelar (AXL) Axelar's highlight is cross-chain interoperability. In 2023, J.P. Morgan Onyx, Apollo, and Axelar completed a proof of concept under the Monetary Authority of Singapore's Project Guardian framework, demonstrating the ability of tokenized asset portfolios to automatically rebalance and settle across multiple chains. Axelar's enterprise page lists integration information for institutions including Onyx by J.P. Morgan, Deutsche Bank, and Mastercard. As traditional financial institutions simultaneously use public chains, private chains, and existing financial systems, cross-chain communication, asset transfer, and permission management will continue to be key needs. Going forward, attention can be paid to whether its institutional partnerships can form clearer production-grade businesses.Full flash
02:34Bitcoin falls below $83,000.BlockBeats news, September 28, according to HTX market data, Bitcoin fell below $83,000, currently at $82,967, a 24-hour decline of 1.79%.
02:30KeyCASHCAT briefly surged over 12%, with its market cap breaking through $186 million.BlockBeats news, September 28, according to GMGN market data, CASHCAT briefly surged over 12%, with its market cap breaking through $186 million.
02:27KeyUpbit to list CASHCATBlockBeats news, September 28, according to an official announcement, Upbit will list CASHCAT, supporting KRW, BTC, and USDT trading pairs.
02:25U.S. sees a wave of opposition to data centers, with an 89% win-rate account predicting whether a construction ban bill will take effect.According to PolyBeats monitoring, as AI data centers drive up electricity and water demand, multiple U.S. states are discussing moratoriums on new data center construction. On the prediction market Polymarket, an account with an 89% win rate in the politics category has made a prediction on whether the "Data Center Moratorium Act" can be enacted, putting in 9.36 times its hFull flash
02:23Spot silver plunged 4% intraday, now at $61.73 per ounce.BlockBeats news, September 28, according to Bitget market data, spot silver fell 4.00% intraday, currently reported at $61.73 per ounce.
02:22KeyInfluenced by the potential airdrop positive news supported by Binance, MARSCOIN surged approximately 15%, and Niu Lai rose about 8%.BlockBeats news, September 28th, according to GMGN market data, influenced by Binance's announcement that it will support the "SpaceX (SPCXB) airdrop plan for MarsCoin (MARSCOIN) holders, as well as the Invesco QQQ Trust (QQQB) airdrop plan for Niu Lai (Niu Lai) holders," MARSCOIN briefly rose by about 15%, with a temporary market cap of $133 million; Niu Lai briefly rose by 8%, with a temporary market cap of $105 million.Full flash
