According to CNBC, options traders piled into tech names on Thursday as interest rates rose, the Nasdaq-100 posted its best day in six weeks and Cboe's volatility gauge fell more than two points to 15.4, its lowest in a week. The S&P 500 added more than 1% as 10 of 11 sectors advanced, while market-makers traded calls at a $2 premium to at-the-money puts, signaling stronger demand for upside exposure. Intel drew heavy bullish flow, with more than 1.3 million options changing hands, nearly three times the monthly average. About 270,000 calls were likely bought versus under 140,000 puts, and buyers initiated $320 million in premium, including $231 million tied to call contracts. AMD also saw bullish activity, with volume nearly double the average, while Crowdstrike and SpaceX both recorded elevated trading volume. SpaceX traded at its highest price since July 7, and more than $1.5 billion in premium changed hands, including $1.1 billion tied to puts.

According to CNBC, Evercore ISI raised its price target on Apple to $380 from $365 and kept an outperform rating on the stock, implying nearly 13% upside from Thursday's close. Analyst Amit Daryanani said the firm expects a better-than-expected iPhone refresh cycle led by the latest launches, with pricing potentially rising more than 20% because of higher average selling prices, pricier stock keeping units and a shift to higher memory configurations. Apple earlier this month said it would begin shipping its latest smartphones, the iPhone 18 Pro and Pro Max, on Friday, and both models are priced $100 above their prior-generation versions. Daryanani said Evercore's recent poll showed 53% of respondents plan to buy one of the new models, compared with a 51% average, while 32% expect to buy the Pro Max versus 29% last year. LSEG data showed 27 of the 45 analysts covering Apple rate the stock buy or strong buy, and shares are up 24% year to date.

Polymarket’s “Map 2 Winner” market for the Counter-Strike match between MOUZ and Natus Vincere in the StarLadder StarSeries playoffs saw MOUZ’s implied win probability surge from 61.5% an hour earlier to 78%, a 16.5 percentage point move. According to ChainCatcher, the sharp swing may reflect the impact of breaking news.

Binance Wallet announced on X that users can experience @arc in the app with memes, RWAs, LPs, and instant bridging. The announcement said Binance Wallet is where users will discover anything trending on Arc from the start. The update includes several functions tied to Arc activity, including trading Arc tokens with zero service fee for a limited time, discovering trending memes early through Meme Rush, earning yield through Uniswap V3 and V4 LPs and other trending DeFi protocols, and getting started on Arc through multiple funding and transfer options. Users can withdraw from Binance Exchange to Arc, bridge to Arc from any chain, or buy Arc tokens directly using their exchange balance. The announcement did not provide additional details on timing beyond the limited-time zero service fee for Arc token trading.

Air India Ltd.’s incoming Chief Executive Officer Tewolde Gebremariam is considering folding the no-frills Air India Express unit into the group as he seeks to cut costs and counter record losses, according to people familiar with the matter.

US spot ether ETFs recorded roughly $39 million of net outflows Thursday, a third consecutive session of withdrawals after about $224 million left Wednesday and $141 million Tuesday, per SoSoValue.Ether itself rose 2% to about $2,470 over the same stretch.XRP funds lost about $5 million, reversing a small inflow the day before. Bitcoin ETFs took in roughly $159 million. The single US Zcash fund added nearly $47 million, its strongest showing yet in a month that has brought it more than $230 million.Price Up, Flows Out Is the Detail Worth IsolatingEther rising while its funds shed money for three straight sessions describes two different buyer bases moving in opposite directions.ETF flows capture US institutional allocation decisions, which are slower and less price-reactive. Spot price reflects everyone. When they diverge across three sessions, the institutional cohort is reducing exposure while other buyers absorb it.That pattern has precedent this cycle. Bitcoin ETFs ran negative year-to-date through much of 2026 while price recovered, driven substantially by GBTC migration rather than exit.Over 30 days the ether funds remain more than $1.5 billion ahead and Bitcoin nearly $2.5 billion, so three sessions is a wobble rather than a reversal.$230 Million in a Month Is Substantial for a Single FundGrayscale's ZCSH, the first US spot ETF for a privacy coin, has now pulled in more than $230 million this month against roughly $414 million in total holdings reported earlier.That is a fund taking in over half its existing size in weeks.The scale matters against Zcash's derivatives market. Futures open interest peaked at a record $2.4 billion in early September before unwinding 20% to $1.4 billion. A $230 million monthly spot bid against a $1.4 billion futures position is a materially different composition from the leverage-driven move that carried ZEC past $1,000.Zcash led the majors again at 10% higher to about $1,488, having gained 130% over 30 days.Every Major GainedHyperliquid's HYPE was close behind Zcash at nearly 10% to just above $86. Solana gained 5% to nearly $105 and BNB nearly 4% to about $750.Dogecoin rose about 4%, ether and XRP 2% each, and Bitcoin more than 1% to about $77,216. Tron was the only major that barely moved.FxPro's Alex Kuptsikevich noted that none of the 40 most liquid coins fell over the period, with NEAR leading the broader group at 30%, UNI at 26% and APT at 18%.Bonds Rallied With Stocks Rather Than Against ThemThe cross-asset picture is the explanation for the crypto bid.The S&P 500 gained about 1% for its biggest advance in six weeks, the Nasdaq 100 rose nearly 2% and a gauge of chipmakers climbed 3%.The 10-year Treasury yield dropped, snapping an eight-day rising streak. The dollar was little changed, gold climbed and Brent settled under $105.Cheaper oil takes the top off the inflation problem the Fed raised rates to address, which is what let bonds rally alongside stocks rather than against them. Those two have moved in opposition for two weeks, with the energy shock feeding directly into yields.Crypto has traded on the same signal all week, and the majors moved with the equity tape rather than ahead of it.That is itself a change. CoinMarketCap data showed Bitcoin's short-window correlation with the S&P 500 falling to 0.43 from 0.75 in a single session on Tuesday, with head of research Alice Liu attributing the breakdown to regulatory focus after the Clarity vote. The relationship appears to be re-establishing.The Rate Decision Removed More Uncertainty Than It AddedThe moves came a day after the Fed raised rates for the first time since 2023, lifting the target range to 3.75%-4.00%.The dot plot did the work. Its median points to one more hike in 2026 — 50 basis points total — below the 75 Bank of America and RBC forecast and the roughly 87.5 markets had priced.Brookings senior fellow Robin Brooks had predicted Chair Kevin Warsh could not meet the tightening markets expected. He was right about the undershoot, and the risk-on response suggests markets took it as relief.The SEC's innovation exemption for tokenized securities venues, announced Thursday, added a second supportive input two days after the Clarity Act failed its Senate cloture vote 49-50.The Flow to Watch Next WeekThe Zcash fund is now pulling money in on days when the two largest crypto ETFs are losing it.Whether that holds is the question. A single fund outperforming during a three-session ether drawdown could reflect a durable rotation into privacy exposure, or it could reflect the novelty premium any first-of-category product carries in its opening months.The distinguishing evidence is what happens when ether flows turn positive again. Continued Zcash inflows alongside recovering ether inflows would indicate genuine additional demand rather than rotation.Bitcoin faces the upper edge of its range near $82,000, with Glassnode data showing nearly 8% of supply acquired between $80,000 and $82,000 and the 50-week moving average at $81,081.

A measure of French bond risk rose to one percentage point as investors grew more cautious over the country’s large budget deficit and ongoing political uncertainty, according to Bloomberg.

Việc SEC đưa ra quy định miễn trừ cho sự đổi mới mở ra một giai đoạn thử nghiệm kéo dài 5 năm đối với việc mã hóa cổ phiếu, nhưng với những hạn chế nghiêm ngặt về tính thanh khoản, sự tăng đột biến trong ngắn hạn khó có thể xảy ra.

Khi trí tuệ nhân tạo ngày càng thâm nhập sâu vào các hệ thống quân sự, các chuyên gia an ninh từ Hoa Kỳ và Trung Quốc đang cảnh báo về việc máy móc có thể một ngày nào đó tự mình điều khiển nút bấm phóng vũ khí hạt nhân.

Ông lập luận rằng nếu trí tuệ nhân tạo có thể chứng minh các định lý toán học phức tạp như định lý Navier-Stokes và định lý cuối cùng của Fermat, thì nó có thể chứng minh rằng một chương trình là an toàn về mặt toán học.

Hyundai Card đã hoàn tất giao dịch thanh toán xuyên biên giới trị giá 20.000 đô la giữa các đơn vị của Hyundai Motor tại Mỹ và Mexico bằng USDT trên hệ thống Avalanche, chỉ mất khoảng bảy phút thay vì ba đến bốn giờ như thông thường. Hiện tại, công ty đang lên kế hoạch thử nghiệm hệ thống này trên quy mô lớn hơn và triển khai một dự án thí điểm riêng tại châu Âu với sự hợp tác của Circle và Visa.

Đức đang nhanh chóng xây dựng một trong những thị trường tiền điện tử được quản lý lớn nhất châu Âu, với số lượng công ty được cấp phép theo khuôn khổ Thị trường Tài sản Tiền điện tử (MiCA) của Liên minh châu Âu tăng từ 58 lên 89 chỉ trong hơn hai tháng.

Sau khi Anthropic điều chỉnh các quy tắc lưu trữ dữ liệu của mình, các công ty lớn như Nvidia đã đồng loạt chuyển sang các mô hình mã nguồn mở, làm gia tăng cuộc chiến giành quyền kiểm soát dữ liệu AI.

Kể từ ngày 17 tháng 9, UNI một lần nữa trở thành một trong những token chính thống có hiệu suất tốt nhất trên thị trường tiền điện tử. Tính đến thời điểm viết bài này, UNI đang giao dịch ở mức 8,97 đô la, tăng gần 30% trong 24 giờ qua. Bài viết này tóm tắt những lý do đã thúc đẩy giá UNI tăng mạnh gần đây.

MoneyGram vừa ra mắt thẻ tín dụng được bảo đảm bằng stablecoin tại Colombia, cho phép khách hàng giữ số dư bằng stabledollar, chi tiêu thông qua Visa và rút tiền mặt thông qua mạng lưới của mình.

Anthropic dự định niêm yết cổ phiếu với mức định giá 2 nghìn tỷ đô la, nhưng CEO của công ty lại đang bận rộn cảnh báo về những rủi ro thảm khốc của trí tuệ nhân tạo.

Beosin phân tích cơ chế định giá và rủi ro của ba công ty vĩnh viễn trước IPO: Trade[XYZ], Ventures và Aster.