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Bitwise released the report "Long-Term Capital Market Assumptions for Bitcoin in 2027," predicting the return rate, volatility, and correlation with stocks for Bitcoin over the next 10 years.Bitwise stated that under the baseline scenario, Bitcoin is expected to rise to $1.6 million by 2036.

Bitcoin supporter and investor Fred Krueger tweeted that he plans to propose a $1 million bet to podcast host Jason Calacanis, stating that Bitcoin will surpass its historical high of $126,210.5 by October 28, 2036.Krueger stated that both parties could each deposit $1 million into an independent escrow account, using an escrow agent and objective price oracle agreed upon by both parties. If Bitcoin reaches a new high before the deadline, Krueger wins, and the bet ends immediately; otherwise, Calacanis wins, and the settlement will occur on October 28, 2036. Jason replied suggesting to change the bet to the next 12 months.

According to Chao Xiang Research, Bernstein's report on October 26, 2026, lowered COIN's revenue forecast for 2026 by 32%. HOOD's third-quarter revenue is expected to be $1.5 billion, a quarter-over-quarter increase of 13%; CRCL's third-quarter revenue is expected to be $770 million, a quarter-over-quarter increase of 10%; FIGR's third-quarter loan volume reached $5.1 billion, a quarter-over-quarter increase of 20%.Bernstein pointed out that the native cryptocurrency spot trading volume is weak, and the valuations of the four digital asset platforms have shifted towards new products such as prediction markets, perpetual futures, tokenization, and lending platforms. All four maintain an outperform rating, with target prices of $160 for HOOD, $250 for COIN, $145 for CRCL, and $70 for FIGR. The report also predicts that the revenue share of new products for HOOD will increase from 3% in 2025 to 25% in 2028, while COIN will rise from 2% to 19%, and the speed of new product realization will determine valuation differentiation.

On October 27, WEEX Exchange announced that the WEEX "U.S. Stock Earnings Prophet" event is ongoing, with a countdown of 10 days. Two new companies, Apple (AAPL) and Advanced Micro Devices (AMD), have been added to the financial predictions, along with SanDisk (SNDK), Google (GOOGL), and Intel (INTC), making a total of 5 companies available for participation. The prize pools are 1,000 USDT, 1,000 USDT, 2,000 USDT, 1,000 USDT, and 1,000 USDT, with each prediction prize pool being independent.Users can earn points through contract trading, inviting friends, and other tasks. New users receive points upon registration. By using points to choose "Bullish" or "Bearish," they can participate in predicting the market's rise or fall after the release of U.S. stock earnings. Regardless of the prediction outcome—win, lose, or draw—participants can share in the USDT prize pool. Additionally, participating in predictions can accumulate points, and the top 20 users in points ranking can receive VIP5 to VIP7 benefits for 30 days.

Famous American angel investor and co-host of the All-In podcast, Jason Calacanis, urged his fans to sell Bitcoin and invest in artificial intelligence instead.He stated on Tuesday that the brutal year for Bitcoin has just begun and made three predictions: the outflow of funds from Bitcoin ETFs will continue; within the next 12 months, the price of Bitcoin will test the low of $57,000 again; Bitcoin will never break its all-time high again.Jason Calacanis said, "Sell Bitcoin directly and turn to the field of superintelligence. The former has almost no value, while the latter can bring unlimited upside potential for humanity."

Meta Platforms expects capital expenditures to be between $135 billion and $145 billion in 2026, with the lower end of the range raised by $5 billion.

Netflix's U.S. stock fell 6.1% in pre-market trading after its fourth-quarter profit forecast fell short of expectations, and the company lowered its full-year advertising revenue forecast.

J.P. Morgan Asset Management has first included Bitcoin in its long-term capital market expectations, forecasting an annualized return of about 10% for Bitcoin over the next decade, which is expected to outperform stocks, bonds, and gold. However, this prediction also assumes that Bitcoin's annualized volatility could reach as high as 55%, more than three times that of U.S. large-cap stocks.J.P. Morgan believes that the gradual improvement of the regulatory framework, along with the continuous enhancement of market liquidity and price discovery mechanisms, may further promote Bitcoin's recognition in traditional financial markets. Looking ahead to the next decade, technological innovations in fields such as artificial intelligence, robotics, healthcare, and space, as well as a global capital expenditure growth of approximately $15 trillion, are also expected to drive economic growth and asset returns. Analysts point out that the correlation between Bitcoin and other assets is unstable, making it currently unsuitable as a diversification asset in balanced investment portfolios; therefore, the institution has not yet included it in its main investment portfolio model. If Bitcoin's volatility continues to decline in the future and its correlation with other assets stabilizes, its portfolio allocation value is expected to increase.

Castle Labs released a research report stating that over the past year, the scale of Real World Assets (RWA) on the Solana chain increased from 700 million dollars to 4.3 billion dollars, a growth of over 600%; during the same period, the scale of RWA on Ethereum increased from 15.5 billion dollars to 16.6 billion dollars, only growing by 7%. The proportion of Solana's RWA scale compared to Ethereum rose from about 4.5% a year ago to 26%.In addition, Solana's application revenue in the past 30 days reached 193.1 million dollars, ranking first among all chains, approximately twice that of the second place Hyperliquid (86.5 million dollars), with Ethereum (53.8 million dollars) and Robinhood Chain (34.6 million dollars) following behind, of which about 80% came from consumer applications such as launch platforms and trading terminals.

The decentralized social network Farcaster has changed ownership for the second time this year. Network School, led by Balaji Srinivasan, has acquired Farcaster from Neynar, with the transaction amount not disclosed. Neynar co-founder Rish stated on Thursday that after considering multiple acquisition offers, the company decided to transfer the "Farcaster application, protocol codebase, and related products" to Network School, citing that Farcaster needs a different operational model in the next phase. Rish and another co-founder, Manan, will leave, while the remaining Neynar employees will join Network School to continue developing Farcaster.Neynar acquired the platform from Farcaster's original developer, Merkle Manufactory, in January this year, and the deal also included the token issuance platform Clanker. Rish's announcement did not mention the fate of Clanker, but GM Farcaster host Adrienne and NourishProf mentioned during a live broadcast on Thursday that Rish is considering splitting Clanker and seeking other buyers for it. Meanwhile, an in-app announcement indicates that Farcaster will be renamed "Network Nation Protocol," aiming to build a network composed of a voluntarily joined digital society, ultimately landing in the physical world.Users must choose to accept or reject a "social smart contract," with acceptors receiving an on-chain access NFT as proof.

Dutch semiconductor equipment manufacturer ASML has raised its full-year sales forecast for the third consecutive quarter, expecting sales in 2026 to be between 44 billion and 45 billion euros. Net sales in the third quarter rose to 11.66 billion euros.ASML plans to increase the production capacity of its low numerical aperture extreme ultraviolet lithography equipment by 30% next year and stated that it will not be able to fully meet market demand in 2027 and 2028.

According to an official press release from Bank of New York Mellon (BNY), BNY has completed a tri-party repurchase transaction process using tokenized U.S. Treasury securities with Citadel Securities, marking the first use of tokenized assets on a major tri-party repo platform.Citadel Securities purchased a 2-year U.S. Treasury bond through BNY on the Tradeweb platform, with the tokenized representation recorded on BNY's private digital ledger, and settlement completed in minutes instead of the standard T+1 settlement cycle; subsequently, Citadel Securities used it as collateral for overnight tri-party repo financing, with cash provided by BNY.BNY stated that it plans to launch more digital cash and tokenized deposit features to support on-chain settlement and financing, and expects to extend the operating hours of traditional settlement platforms to European and Asian trading sessions next year.

According to The Block, Chicago Mercantile Exchange CEO Terrence Duffy stated that the U.S. Commodity Futures Trading Commission (CFTC) is facing an issue of "overreach" in its attempt to expand regulatory authority over prediction markets, and the related regulatory disputes may ultimately reach the U.S. Supreme Court.Duffy mentioned during the DC Fintech Week event on Tuesday that the struggle for regulatory authority over prediction markets could evolve into a legal battle between state governments, tribal governments, and the federal government, stating, "This will go to the Supreme Court, and I believe state governments and tribal governments will have the advantage."

The IMF World Economic Outlook report predicts that the global real GDP growth rate will be 3.1% in 2026, up from the July forecast of 3%, as investments in artificial intelligence have alleviated the energy price shocks in major economies.The forecast for the global economic growth rate in 2027 is 3.4%, unchanged from the July forecast.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 20:00 titled "Market Betting on December Rate Hike: Can BTC Withstand This Round of Impact?" At that time, crypto KOLs such as Sister Mao, AlanSun, Aiden, and Crypto.0824 will engage in an in-depth discussion on the Federal Reserve's monetary policy expectations, changes in macro liquidity, and recent market trends of BTC. The focus will be on analyzing the potential impact of the rising expectations for a rate hike in December on the crypto market, as well as BTC's key support levels, long and short positions under macro pressure, and the subsequent evolution of market trends, providing investors with multi-dimensional references for market trend analysis.

Goldman Sachs will adjust its forecast for the Federal Reserve's interest rate hike from October to December.