exp

According to official news, the cryptocurrency company Ripple announced a partnership with Coinbase to expand the access of RLUSD in the U.S. market.RLUSD will be launched on Coinbase Prime, Coinbase Exchange, and the retail application, supporting 1:1 conversion with U.S. dollars and dollar-pegged stablecoins, and plans to support collateral features on Coinbase Global Exchange.

According to The Block, Nasdaq-listed company SkyAI has expanded its cash tender offer to approximately $214.3 million after reaching a settlement with its major shareholder Bastion Trading.The company had previously sold all of its approximately 2 million Solana holdings and stated that it would not repurchase the cryptocurrency.

According to Gate market data, NXP Semiconductors (NXPI.O) fell nearly 7% in pre-market trading after the company projected that fourth-quarter sales would be below market expectations.

According to unfolded.data, this Friday at 16:00 Beijing time, Deribit will have 135,000 BTC expiring, with a nominal value of 10.92 billion USD, and the maximum pain point price is 78,000 USD, with a put/call ratio of 0.53.On the Ethereum side, this Friday there will be ETH options expiring with a nominal value of 776 million USD, the maximum pain point price is 2,500 USD, and the put/call ratio is 0.77.

Amazon will announce its earnings report after the U.S. stock market closes on Thursday. Whether AWS's growth rate can return to above 40%, along with the $22 billion capital expenditure and advertising monetization efficiency, will be the focus of the earnings report. The forecast for Q3 of fiscal year 2026 is a single-quarter revenue of $20.244 billion, expected to grow by 12.25% year-on-year; the net profit forecast is $21.363 billion, expected to grow by 0.83% year-on-year.Bank of America expects AWS revenue to grow by 40% year-on-year, higher than the market's general expectation of 38%; HSBC expects its operating profit to reach $27 billion, with sales slightly above the upper guidance limit. JPMorgan believes that the expansion of AWS profit margins and improvements in retail business efficiency will continue to drive profit growth, while Morgan Stanley emphasizes the retail business's layout in the smart agent commerce field and the market position of the Bedrock AI platform.

On October 28, storage chip manufacturer SK Hynix analyzed that software development, customer service, search, and several other fields have seen increased production efficiency and new revenue growth due to AI, driving a continuous increase in AI usage, which in turn expands infrastructure investment. A related virtuous cycle structure has already been established.SK Hynix stated that the main body of AI investment has moved beyond the initial stage of relying on a few companies and is now expanding to ordinary enterprises and national levels. It is expected that the global AI data center infrastructure market will continue to grow steadily in the future. In the short term, the storage market will be led by enterprise-level and consumer-level AI demand, while in the medium to long term, it will be driven by physical AI such as autonomous driving and robotics, with the market continuing to grow.On the supply side, SK Hynix pointed out that the difficulty of advanced process technology is continuously increasing, and the time required to build new production facilities is long. Supply has not kept pace with the growth rate of market demand, and it is expected that the supply-demand imbalance in the storage market will continue until 2030.

Alphabet, Google's parent company, will announce its earnings report after the market closes on October 28. The revenue forecast for the third quarter of fiscal year 2026 is $127.833 billion, expected to grow by 24.9% year-over-year; the net profit forecast is $37.334 billion, expected to grow by 6.73% year-over-year. Key points of interest include the growth rate of the cloud business, the volume of TPU external supply, the capital expenditure guidance for 2027, and the negative pressure on free cash flow.JPMorgan has raised its year-over-year growth forecast for cloud business revenue from 88% to 100%. Deutsche Bank believes that the growth of search revenue in the third quarter will be relatively healthy. HSBC Research predicts an operating profit margin of 44.5%, higher than market expectations, with GAAP EBITDA expected to grow by 35% year-over-year.

The storage chip manufacturer SK Hynix (SKHY.O) announced that its quarterly profit increased more than sevenfold year-on-year and announced an additional shareholder return plan worth 100 trillion won (approximately 75 billion USD) to be implemented in 2026. The company reported that its operating profit for the quarter ending in September reached 83.3 trillion won, exceeding the expected 76.7 trillion won; revenue rose to 104.6 trillion won, surpassing the expected 98.3 trillion won, with both metrics hitting historical highs for a single quarter.Driven by supply constraints, the company's operating profit margin remains at historically high levels. The company stated on Wednesday that it expects the shortage of storage chips to continue until 2030. The company's analysis suggests that the increasing technical difficulty of advanced processes and the long time required to build new semiconductor factories are limiting supply expansion. The company anticipates that in the short term, the application of artificial intelligence by businesses and consumers will drive storage demand, while in the medium to long term, physical artificial intelligence applications such as autonomous driving and robotics will become the driving force for demand growth.

The trading platform Robinhood announced its third-quarter financial report, with revenue of $1.42 billion, slightly below Wall Street's expectation of about $1.43 billion; earnings per share were $0.51, lower than the expected $0.55 and also down from $0.61 in the same period last year. Net profit was $476 million, a year-on-year decrease of 14% and a quarter-on-quarter decrease of 17%. This quarter included an unrealized loss of $67 million from Robinhood Ventures Fund I, equivalent to $0.07 per share; adjusted earnings per share were $0.60, a year-on-year decrease of 3%. After the financial report was released, the stock price fell in after-hours trading, closing at about $94.61 on Tuesday, a cumulative decline of about 18% for the year.By business segment, event contract revenue increased from $156 million in the second quarter to $173 million, with customer trading volume reaching a record 16.4 billion contracts, more than seven times that of the same period last year. Cryptocurrency trading revenue rebounded from $100 million in the second quarter to $120 million, but was down 55% from $268 million in the third quarter of 2025; this quarter's cryptocurrency trading volume was $50 billion, a year-on-year decrease of 38%, with $21 billion from in-app and $29 billion from its acquired exchange Bitstamp.Robinhood narrowed its guidance for adjusted operating expenses and equity incentive costs for 2026 to $2.675 billion to $2.75 billion, lowering the previous upper limit of $2.775 billion. A few hours before the financial report was released, the company announced a partnership with Ripple to introduce the stablecoin RLUSD to Robinhood Chain and Bitstamp, with plans to launch it in-app later this year; RLUSD has a market capitalization of over $2.5 billion, and Ripple will also provide fund management software and lending services for Bitstamp traders. Robinhood Chain went live as a Layer 2 network on July 1, generating about $3.13 million in fees within 30 days as of the end of August, surpassing Ethereum and Base.

Anchorage Digital announced the expansion of its custody and listing arrangements with the Latin American cryptocurrency platform Bitso, extending its custody layer to cover both ends of the stablecoin corridor between the United States and Mexico. According to the agreement announced on Tuesday, the Mexican peso stablecoin MXNB issued by Bitso is now being custodied by this federally chartered crypto bank across six blockchains: Arbitrum, Base, Ethereum, Polygon, Avalanche, and Arc.Meanwhile, Bitso has launched the USD stablecoins USDPT and USAT, which are issued and custodied by Anchorage, with the former coming from Western Union and the latter from Tether. The financial terms were not disclosed by either party. This collaboration targets one of the largest cross-border payment flows in the world, the U.S.-Mexico remittance corridor, which transfers billions of dollars annually, with approximately 15% currently operating through Bitso's infrastructure.Nathan McCauley, CEO and co-founder of Anchorage, stated that the U.S.-Mexico corridor is where stablecoins transition from theory to large-scale real money flows, and the company has now become the institutional custody layer at both ends of that flow. Ben Reid, head of stablecoins at Bitso, mentioned that customers can now access the complete dollar-peso corridor through a fully on-chain method supported by a federally chartered bank. This move also continues the trend of Circle's recent expansion of Latin American stablecoins with the launch of a USDC settlement pilot in Colombia.

NVIDIA (NVDA.O) and Oracle (ORCL.N) are expanding the deployment scale of the NVIDIA Vera Rubin platform.

Grvt has subscribed to the tokenized financing notes arranged by the Hong Kong subsidiary of Mirae Asset Securities, one of South Korea's largest brokerages, as the first step in the cooperation between the two parties.Grvt stated that it plans to integrate the relevant exposure into its wealth management feature Grvt Earn. In the future, both parties will also explore products such as tokenized government bonds, corporate bonds, and ETFs. Grvt indicated that products like tokenized government bonds are only potential directions and not confirmed for launch, depending on regulatory and internal approvals.

According to on-chain analyst @ai_9684xtpa's monitoring, the address 0xbf8...808d5 deposited 3084 ETH to Binance 5 minutes ago, worth approximately 7.17 million USD, suspected of liquidation.This address gradually accumulated positions from November 2022 to February 2026, previously depositing ETH into Lido for staking interest. Based on currently disclosed data, this operation is expected to yield a profit of approximately 928,000 USD. The last sell-off from this address occurred between August and November 2025, when the ETH price ranged from 3847 to 4532 USD.

Bitcoin security expert Jameson Lopp stated that cyber attacks are growing along an "exponential" path. He pointed out that the number of vulnerabilities discovered in the past two and a half months has increased exponentially, with attackers being the first to adopt unreviewed AI models, and security researchers "failing to get adequate rest."Lopp explained that Bitcoin Core has adjusted its security policies because AI can discover vulnerabilities through simple prompts; security measures need to shift from annual audits to real-time defenses and be embedded in the development process. He also analyzed a PHP remote code execution vulnerability, believing the actual impact to be less than expected.Additionally, Lopp mentioned that Google's estimate of 500,000 quantum bits involves the difference between physical quantum bits and logical quantum bits; if the quantum threat time window is less than ten years, the industry will be at a disadvantage. Currently, there are only a few hundred available quantum bits, and quantum upgrades will take years due to Taproot, consensus rules, and untested cryptography. About 30% of addresses have exposed public keys, and attackers will prioritize targeting these addresses; unpatchable hardware issues and "wrench attacks" have exceeded 700 cases.

Well-known trader Bonk Guy posted that although the current crypto community generally believes that the on-chain trading environment has fallen to historical lows, approximately six new tokens have reached a market capitalization of over 100 million to 300 million dollars in the past four months, and dozens of new tokens have completely diluted valuations (FDV) exceeding 10 million dollars.Among them, tokens such as PONS, ANSEM, CASHCAT, AI, and STONK have all reached FDVs of at least 300 million dollars. Despite the deterioration in market structure, there are still tokens that occasionally experience significant price increases. Compared to the period before the emergence of Robinhood Chain, and the sluggish period after the issuance of the TRUMP token last year, and before the initial rise of BonkFun, the current market is far from reaching its historical worst levels.Although the current market environment is not as bullish as it was a few months ago, it does not mean that on-chain trading opportunities have disappeared. As market sentiment is dominated by pessimistic views, it is expected that the market may soon warm up, with the recovery speed potentially faster than most people's expectations. It is recommended to pay attention to tokens that performed well in the last round of market trends and have high confidence, and consider gradually positioning during pullbacks. Historical experience indicates that some tokens may not only return to previous highs in the next round of increases but may also rise further, and the biggest opportunities in the market often appear before mainstream sentiment shifts.

According to an official announcement from Ripple, Bank of New York Mellon (BNY) has supported XRP and the US dollar stablecoin RLUSD on its digital asset custody platform. Eligible institutional clients can custody, hold, and transfer related assets through this platform. The two parties are further expanding their digital asset collaboration based on the existing RLUSD reserve custody and Ripple Prime custody partnership.BNY plans to expand support for tokenized assets and investment products on the XRP Ledger (XRPL) and collaborate with Ripple, allowing clients to directly mint and redeem RLUSD through BNY in the future. Additionally, both parties are exploring XRPL-based supply chain financing solutions with the working capital platform C2FO, tokenizing trade financing assets such as accounts receivable to broaden investor participation channels.

During the third quarter earnings call of Pop Mart (09992.HK), the company's management stated that the group's gross profit margin for the second half of the year is expected to decline compared to the first half, with a decrease of no more than two percentage points.The management mentioned that the reasons include a projected decrease in the proportion of overseas revenue compared to the first half, as well as the company's proactive adjustment of pricing for certain products in some overseas markets to enhance competitiveness. In terms of expenses, the group plans to open a significant number of new stores in core overseas markets in the second half, leading to an increase in fixed costs such as labor, rent, property, and renovation amortization, with an overall expense ratio expected to be higher than in the first half.