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According to TrendForce, Apple's first foldable phone, iPhone Duo, has been available for pre-order for less than a week, and some orders on the official website have already been delayed until January 2027. TrendForce estimates that global shipments of foldable phones will see a slight increase of 0.5% in 2026, with Apple’s first foldable iPhone expected to ship around 5 million units, capturing approximately 24.8% market share in its first year, and Apple's entry will accelerate the redistribution of brand market share.Initial user feedback shows that the split-screen operation and screen experience after unfolding have been positively received, while the black edges of apps, button configuration, and fingerprint unlocking have increased adaptation costs. Reports of screen damage and high repair quotes have shifted the focus to reliability and ownership costs. TrendForce states that the visibility of creases on the iPhone Duo is relatively low, which is related to multi-layer material stress control and nano-texture optical optimization; the droplet-shaped hinge bears dynamic control, and insufficient retreat of the central support can lead to additional contact and stress concentration.Apple has provided replacements for a small number of devices with abnormal inner screens, and subsequent engineering improvements are expected to focus on hinge travel, support height, fitting precision, and assembly tolerances. On the software side, some apps still have black edges and insufficient space utilization, and the large screen has also increased energy consumption management requirements. TrendForce believes that Apple's advantage lies in the integration of chips, systems, and developer ecosystems, with competition shifting from design innovation to multi-tasking efficiency.

Visa disclosed in its Q4 fiscal year 2026 earnings call that its stablecoin settlement annualized transaction volume has exceeded $25 billion, a tenfold year-on-year increase, currently supporting 10 blockchains and operating in all 5 regions. The Visa stablecoin platform is available in the United States, Mexico, Puerto Rico, Colombia, Switzerland, and the United Kingdom, with over 300 partners in the pipeline.Open USD launched on September 30, and as of October 15, its circulating supply exceeded $800 million. Additionally, Visa has over 225 stablecoin-linked card projects, a year-on-year increase of over 70%, with transaction volume growing by more than 150%, covering 5 million cards across more than 50 countries.

Alphabet (GOOG.O) executives stated that spending by Gemini enterprise customers has increased more than three times year-on-year.

According to a report by the Science and Technology Innovation Board Daily, Apple is testing its first large-screen foldable iPad, with a maximum screen size of about 20 inches, expected to be 18 to 20 inches when fully unfolded, and more portable when folded. It is positioned between a tablet and a laptop, with a launch expected in 2028. The design concept references the Huawei MateBook Fold, which has already been launched in China.This news aligns with analyst Ming-Chi Kuo's previous judgment that Apple plans to launch its first large-screen foldable iPad in 2028, with a focus on minimizing creases. Bloomberg reporter Mark Gurman previously described it as an ultra-large screen similar to two iPad Pros joined side by side, aimed at multitasking and productivity scenarios. It is expected to use ultra-thin glass, and Kuo believes Corning may be the exclusive supplier of the glass. GIS Group is reportedly responsible for cutting, edge finishing, quality inspection, and packaging, and both companies are also involved in other Apple foldable projects, including the foldable iPhone Duo.The report notes that the latest version of the Huawei MateBook Fold was released in August 2026, with an 18-inch unfolded size and a thickness of 7.3 millimeters when fully unfolded. It was launched in China with a starting price of 24,999 yuan. Industry insiders expect Apple's pricing for this device to be relatively high, primarily due to the manufacturing difficulties of large-size flexible screens. Previous industry forecasts estimated first-year shipments to be around 500,000 to 1 million units. This project has not yet been officially confirmed by Apple.

According to a report by the Economic Daily, Apple's first foldable device, the iPhone Duo, quickly sold out after its launch on October 23 on the official website and major channels, with all models sold out on the same day. The second wave of shipments is expected to arrive on January 22, 2027. Supply chain sources indicate that Apple has requested its partners to expedite production and increase orders by 30%, with optimism surrounding Hon Hai, TSMC, and New Kinpo Group benefiting from this.The report states that scalper prices once reached NT$100,000, a premium of about 33% over the minimum entry price of NT$74,900. Industry insiders noted that the initial stock was insufficient, affected by assembly yield rates and demand exceeding Apple's expectations. Market research firms originally anticipated a stock volume of only 6 million units this year, which was later revised up to 8 million to 10 million units, with shipments expected to reach 33 million units by 2027, and it is estimated that it could capture about 40% of the global foldable device market next year.Supply chain sources indicate that the complete assembly is exclusively handled by Hon Hai, the core processor chips are manufactured by TSMC, and key bearing components are supplied by a joint venture between Hon Hai and New Kinpo Group, with Amphenol as the second supplier. The industry believes that insufficient production capacity is mainly limited by bearing capacity and the difficulty of complete assembly. The above content is a summary of supply chain and market research estimates and is not an official announcement from Apple.

Zhao Changpeng posted on platform X, stating that many new foldable iPhones may be 'unhinged' by some traders in the crypto trenches, a remark that carries a teasing tone.In the crypto community, some traders engage in frequent operations during on-chain trading, even to the extent of using their phones to the point of 'losing control'.

The core feature of the NU7 upgrade is to reduce the time interval between Zcash blocks from 75 seconds to 25 seconds. This change means that the time required to wait for three transaction confirmations will be shortened from nearly four minutes to about 75 seconds. This upgrade has been running on Zcash's test network and is awaiting final integration into the node software.In addition to improving speed, NU7 will also bring two important adjustments: first, 60% of the fees collected from each block will be removed from circulation, and these tokens will begin to be returned to miners around February 2031. Second, Zcash's original Sprout privacy system will be completely shut down, so all funds still held in that system must be transferred out before the upgrade is activated; otherwise, they will become unusable.

Apple will launch a series of new products this week, including the foldable iPhone Duo, a touchscreen MacBook, and a new iPad mini. The Tuesday event will showcase smart home products, such as smart doorbells and thermostats.This product launch is crucial for Apple's stock price, as it has remained relatively flat over the past few months.

Polymarket's CEO Shayne Coplan stated during a fireside chat at the Token2049 conference in Singapore that cryptocurrency trading is evolving into a game of "irrational exuberance," where traders compete to be the first to find the next hundredfold token. He pointed out that people think they are buying something valuable, but in reality, it is worthless; however, as long as there is a possibility of it rising to 100 times, they want to sell before it goes to zero. Coplan mentioned that some traders can gain considerable wealth through this strategy, but it is essentially a game of "irrational exuberance and hot potato," where rising asset prices will eventually fall back.Coplan indicated that the continuous growth of Polymarket's user base shows that some traders are looking for betting opportunities with more predictable odds, rather than the next skyrocketing cryptocurrency. He explained that trading these markets on Polymarket does not have exponential upside potential, but informed traders will continue to place bets on future events with more predictable odds. According to data from DefiLlama, Polymarket is the second-largest prediction market, with a trading volume of $1.21 billion in the past seven days, while the largest market, Kalshi, had $2.3 billion.The growth of prediction markets has also attracted more attention from U.S. regulators. It was reported that JPMorgan terminated its banking relationship with Polymarket on August 14 due to regulatory concerns but expressed interest in acting as an underwriter if Polymarket seeks to go public.

According to data from paymentscan.xyz (first shared by The Kobeissi Letter), the payment volume processed by crypto cards has surged to a record $12.5 billion, a 140% increase year-to-date, and 247% higher than the levels in October 2025.The Kobeissi Letter indicates that this growth is driven by the increased use of stablecoins as a payment channel and the push for cheaper and faster cross-border transactions. QR code payments are another highlight, with demand for QR code consumption driving a 55% month-over-month increase in the number of activated cards for Jupiter Spend, which is one of the largest on-chain card providers.Major players are also entering the crypto card space. Fold Holdings (NASDAQ: FLD) announced earlier this year that it has begun issuing the Fold Bitcoin Credit Card to select members of its waitlist. This card operates on the Visa network and is supported by Stripe Issuing, usable at 175 million merchants, offering 1.5% Bitcoin cashback, up to 4%. Aven has launched the Aven Bitcoin Visa Card, allowing cardholders to borrow up to $1 million against Bitcoin collateral, with interest rates starting at 7.99%.

According to the official announcement from USA₮, Anchorage Digital Bank released a reserve report showing that as of August 31, the circulation of USA₮ reached 175.73 million, an increase of nearly 10 times from 17.5 million at the end of January, with total reserve assets of 176.4 million USD and the value of over-circulated tokens at 660,000 USD.USA₮ is issued by the federally chartered bank Anchorage Digital Bank, supported by Tether, and complies with the requirements of the GENIUS Act.

The report believes that if the privacy sector can capture 5% of the offshore wealth market (valued at approximately 11 to 16 trillion dollars), the market capitalization of this sector will reach 550 billion to 800 billion dollars, representing a growth potential of 18 to 27 times compared to the current approximately 30 billion dollars.Ethereum and Solana have both incorporated privacy features into their roadmaps, and a16z has also listed privacy as the most important competitive advantage for 2026.

Renowned technology journalist Mark Gurman stated that Apple's first foldable iPhone Duo is expected to push foldable phones into the mainstream, and he anticipates the launch of a larger-screen iPhone Duo Max in the coming years. Gurman mentioned that Apple chose "Duo" as the product line name, and may add suffixes like "Max" and "SE" in the future.As technology costs decrease, foldable phones may account for more than half of new phone sales in the next decade, currently making up about 2% of global smartphone shipments.

According to exclusive information from industry chain insiders, Lingyi iTech is the supplier for Apple's first foldable smartphone, the iPhone Duo. The company supplies Apple with core precision components related to the new generation of terminal products, including hinge precision structural parts, screen support plates, and ultra-thin heat distribution plates, with the unit value of supplied products being higher than that of traditional flat-screen devices.Recently, during an institutional research interview, Lingyi iTech stated that various foldable screen projects are progressing smoothly, and mass production ramp-up and customer delivery are being carried out as planned in the third and fourth quarters.

After Apple Inc.'s market value soared to $570 billion, the new CEO Tim Cook will welcome the release of the foldable iPhone. Since the price increase announcement on June 25, the stock price has risen by 15%, but it is still 7% lower than the peak on July 28.Morgan Stanley estimates the starting price of the foldable iPhone to be between $2,300 and $2,500, with first-quarter shipments expected to be around 6.5 million units and sales of approximately $14 billion.

American technology journalist Mark Gurman revealed that Apple has finalized the name of its first foldable phone as iPhone Duo, with a starting price of $2,000 and a maximum storage capacity of 2TB, corresponding to a price of about $3,000.The iPhone Duo is expected to be officially released in October, supporting Apple Pencil, and will be available in deep blue and white color options.

According to a report by ZDNet Korea, Samsung Display plans to significantly increase its OLED supply for Apple's foldable smartphones and iPads next year. The target for foldable OLEDs will rise from about 8 million units this year to 15 million units next year, while OLEDs for iPads will increase from about 2 million units this year to 9 million units next year, totaling an increase from about 10 million units this year to approximately 24 million units.Apple is a core customer for Samsung Display's small-sized OLEDs. Market research firm UBI Research estimates that the total demand for OLEDs for iPhones this year is about 264.7 million units, with Samsung Display supplying about 144 million units, and a target of approximately 148 million units next year. Apple will launch its first foldable smartphone in the second half of this year, and Samsung Display plans to supply a 7.8-inch foldable OLED. Starting in 2024, iPads will adopt OLEDs in the Pro models, expanding to the mini this year and further to the Air next year.The report cites industry insiders who say that if the foldable screen is priced at around $2,500, shipments this year and next year may be approximately 6 million and 11 million units, respectively; higher prices or supply chain issues could further reduce shipments. Samsung Display's supply targets may be adjusted according to market conditions.

Samsung Electronics has launched the passport-type foldable smartphone Galaxy Z Fold8 this year, and the supply of display driver chips (DDI) is tight. The demand for Z Fold8 has exceeded expectations, and Samsung is increasing component orders. However, this DDI is designed by Samsung's System LSI Division and produced by Taiwan's foundry UMC using a 22-nanometer process, which has reached its production capacity limit, making it difficult to advance the production schedule.Industry insiders say that UMC's 22-nanometer production line is also manufacturing other chips, and Samsung's request for super urgent service was rejected. Samsung plans to prioritize the DDI quantity originally reserved for development next year for mass production this year. The typical time from wafer to finished product takes about 4 months, and the finished product is then assembled after being bonded with Samsung's OLED. Samsung is also increasing orders for hinges and ultra-thin glass (UTG). The demand for Z Flip8 is in line with lower expectations, and Apple also plans to launch a passport-type foldable product in the second half of this year.