Crypto Pulse—Trending Topics

Overview AMD agreed on September 28 to acquire AI research lab World Labs in an all-stock transaction valued at roughly $8.2 billion, the company's second-largest deal ever behind its 2022 purchase of Xilinx. The market did not applaud. AMD closed at $607.87, down about 3.61%, three sessions after setting a record close of $630.63. Price and logic parted ways. Strategically, a chipmaker buying a frontier model lab is buying a multi-year read on how workloads will evolve, which is the single hard

Overview Tesla closed at $357.45 on September 28, down 3.94% from the prior session's $372.11, and the move had two distinct drivers rather than one. J.P. Morgan analyst Rajat Gupta cut his third-quarter delivery estimate to 482,000 vehicles from 516,000 and lowered his price target to $415 from $445. Hours later, Tesla pushed its next-generation Roadster reveal from October 1 to October 15. Delivery figures land on Friday, October 2. The more interesting question is not how wide Wall Street's e

Overview Nvidia closed at $230.61 on September 28, up about 2.5% on the session, and the catalyst was a capital return announcement rather than a product or earnings event. According to Nvidia's newsroom release, the board authorized an additional $150 billion under the existing repurchase program, lifting the remaining total authorization to $235 billion, with the company expecting to execute the full amount through fiscal 2028. It is the largest single increase to a buyback authorization on re

Overview Staff at the SEC's Division of Corporation Finance published a set of frequently asked questions on crypto assets on September 25, translating the framework the Commission issued in March into answers about specific situations. The market picked it up immediately because the four situations it covers are the four that token issuers have found hardest to resolve over the past two years: buyback programs, staking receipt tokens, development work that continues after a network goes live, a

Overview Prediction markets have moved off the terrain of elections and sports and onto Wall Street's home ground. Reuters reported on September 28 that, according to an analysis blockchain research firm Allium prepared for the news agency, Polymarket International has seen more than $220 million wagered across roughly 31,000 equity-linked markets since it launched individual stock markets last October. Nearly 60% of that volume sat in contracts tied to single-stock moves, with Nvidia, Google pa

Overview Coinbase Derivatives asked the Commodity Futures Trading Commission on September 18 to approve a family of cash-settled perpetual futures referencing U.S.-listed stocks and ETFs. COIN shares rose more than 11% that day. It is the first formal U.S. regulatory request to apply crypto's most developed derivatives structure to individual equities, and it has pushed a long-running definitional confusion into plain view. Stock perpetual futures, tokenized stocks and actual shares can all disp

Overview Micron Technology (Nasdaq: MU) reports fiscal fourth-quarter results after the close on September 30, and the question in front of the market is not whether the company clears its own bar. It is how much further the curve can run. Over four quarters, quarterly revenue has climbed from $13.6 billion to $41.5 billion, non-GAAP gross margin has gone from under 40% to 84.9%, and company guidance for the quarter now being reported is $50.0 billion. When a semiconductor business is running at

Overview Last week was the strongest for U.S. spot Bitcoin ETFs in almost a year. According to The Block, the funds pulled in roughly $2.4 billion in net inflows during the week ended September 25, the biggest weekly haul since October 2025, and enough to flip their 2026 net flows back into positive territory. Two months earlier the same complex was carrying nearly $5.8 billion of net outflows for the year. Bitcoin did not follow the money. BTC pushed above $87,000 on September 21 and 22, its fi

Updated: September 29, 2026, 09:30 (UTC+8) | Author: MEXCHeadlinesVolante and Circle advance bank-based USDC settlementGoldman Sachs’ $100 billion Treasury fund FTIXX joins LynqAltcoin spot trading volume nears 4× BTCDTCC invests in iCapital and explores tokenizationChainlink launches CCIP 2.0 with enhanced cross-chain securityIndustry UpdatesESMA Announces 2027 MiCA Priorities, Focusing on CASP Resilience, Outsourcing and Reverse SolicitationAccording to Cointelegraph, the European Securiti

Overview Accenture reports fourth-quarter and full-year fiscal 2026 results before the U.S. market opens on October 1, with a conference call at 8:00 a.m. Eastern, a schedule the company confirmed in its September 15 announcement. For the largest IT services and consulting firm in the world, this is not a routine quarter. It is a public test of how much of the AI opportunity has converted into revenue, and the first reliable read on where fiscal 2027 begins. The disagreement is already visible i