South Korean stock trading volume fell to its lowest level this year as investor enthusiasm cooled, and the AI-heavy market may struggle to revisit its earlier highs. According to Sina Finance, the Kospi's average daily trading value in September fell to 20.6 trillion won, or $15 billion, the lowest in 2026 and less than half the peak seen in May and June. Earlier this year, retail investors bought heavily on the AI rally, helping South Korean stocks hit record highs, but doubts over profit-taking led to a 22% pullback in July. The benchmark has since rebounded, but it has still failed to hold above the key 7,000-point level. Kim Min-sang, head of active equity investments at Kyobo Life Insurance, said foreign investors would only return if market volatility fell further and concerns over the chip cycle eased. He expects the Kospi to remain range-bound in the near term. The Kospi is still up about 59% this year, making it the world's best-performing major stock index, with share buybacks supporting the rally. However, market headwinds remain, and expected Federal Reserve rate hikes may further pressure growth stocks. Eugene Securities analyst Kang Song-cheol said market momentum is fading, while rising domestic interest rates are pushing funds into savings products linked to interest rates and reducing the stock market's relative appeal.

The Indian central bank refused to relax listing rules for Tata Group’s holding company, Tata Sons, according to Bloomberg. The decision matches a long-running request from the conglomerate’s biggest minority shareholder, though the path to an initial public offering remains uncertain.

According to Sina Finance, Caturus Chief Legal and Compliance Officer David Long said U.S. liquefied natural gas buyers are looking for alternatives to the traditional Henry Hub-linked pricing mechanism. Speaking at the International Gas Technology Conference in Bangkok, Long said the traditional LNG contracts that have financed U.S. Gulf Coast LNG projects and are linked to Henry Hub prices are not wanted by everyone. He said some buyers do not want their businesses affected by swings in the benchmark price, while traditional contracts remain important for project financing because lenders prefer standardized contract structures that have been used for a long time.

Trader CL (@cl207) opened a $3.61 million ETH long and a $1.73 million HYPE long on Hyperliquid. According to Odaily, the account also holds a $3.18 million Nvidia 15x long and a $2.03 million GOOGL 20x long, with account equity of $3.21 million and all positions long.

黄仁勋回应AI末日论：许多预测是编的，安全和创新不矛盾，中国有望成全球开源重要力量

According to Wallstreetcn, Baidu Intelligent Cloud announced at the 2026 Intelligent Economy Forum that its Tianchi supernode has achieved full-stack domestic production and has been deployed at the thousand-cabinet scale in multiple intelligent computing centers across China, supporting trillion-parameter large-model training.

美国加密法案在参议院以49比50败北，差11票未过，币圈与华盛顿14个月的蜜月期宣告结束。

特朗普一再让步后美国加密法案仍未过关，参议院程序性表决失败，立法前景黯淡。

X has launched its Cashtag Partner Program in the US, adding a “Trade” button that lets users move from asset discussions and price charts to participating brokerages such as Coinbase, Kraken, Gemini, Interactive Brokers and Moomoo.

RWA竞争正从拼上币转向拼实用性与可组合性，从Mantle看代币化资产如何变成高效资本。

OpenAI is working with Anthropic and Google DeepMind on an industry body to improve AI safety and test powerful systems before public release. The plan faces criticism from smaller AI firms and lawmakers, while growing warnings from researchers and calls for binding government rules add pressure on the industry.

Coinbase CEO Brian Armstrong believes Bitcoin’s latest downturn has already reached its floor, setting the stage for what he predicts could be a rebound back to as high as $400,000 by 2030.

加息,美联储,今晚「鸽派加息」？ 金色财经,美联储今夜加息几成定局，但关键是「加完说什么」。

CLARITY法案,特朗普,SEC,CFTC,政策监管,CLARITY闯关失败 加密市场闻声而动 政策空白谁来填补 金色财经,不算意外，但足够遗憾。

Erebor Bank has restricted its free stablecoin-to-dollar service after trading firms including Wintermute and Galaxy Digital used it to profit from small price gaps in USDT.