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The founder and trader of the NFT project DeGods, Frank, posted on X that although Anthropic's latest S-1 shows strong revenue growth, it cannot be concluded that the resistance to AI investment has disappeared. He stated that the second quarter of 2026 will be a peak for companies to purchase and consume AI Tokens in large quantities, and the market will only begin to pay attention to AI spending management by July; the rise in model homogeneity and the narrowing of output differences may intensify competition and compress profit margins, a trend that has not yet fully manifested in the second quarter.Frank also mentioned that there is still a lack of clear evidence proving that AI can create more profits for most companies, and Anthropic's large enterprise clients are also under pressure to improve their profit margins, which may lead to cuts in spending related to Claude in the future. Large tech companies and AI labs have signed capital expenditure commitments extending to 2034, and related expectations may have already been factored into stock prices; if companies improve the efficiency of existing chips to reduce costs or issue more shares to raise additional capital expenditure, it could put pressure on the valuations of related stocks. He expressed a long-term optimistic view on AI and may participate significantly in the Anthropic IPO, but believes that the ultimate winners in the industry have yet to be determined, and real investment opportunities may only emerge after the current market cycle ends.

Bitcoin News posted on platform X that ETF analyst Nate Geraci stated that two Bitcoin dividend reinvestment ETFs, FBEQ and FIBT, under Franklin Templeton are expected to launch soon. The effective registration date listed in the SEC filing is October 27, which may not necessarily be the date trading begins.Both funds target approximately 95% exposure to U.S. equities and 5% exposure to Bitcoin, automatically reinvesting U.S. stock dividends into Bitcoin exposure rather than distributing them to investors. FBEQ tracks a U.S. large-cap stock index covering about 500 companies, with an annual management fee of 0.09%; FIBT tracks an innovation-themed index composed of 100 U.S. companies, with an annual management fee of 0.19%.

According to U.S. SEC filings, Franklin Templeton has registered two index ETFs that reinvest stock dividends into Bitcoin for listing on Nasdaq, namely the Franklin US Equity Bitcoin DRIP Index ETF (FBEQ) and the Franklin US Innovation Bitcoin DRIP Index ETF (FIBT).

According to CoinDesk, asset management giant Franklin Templeton recently added approximately 150 million dollars worth of tokenized money market fund shares to the XRP Ledger (XRPL), increasing the total supply of sgBENJI tokens on the network from about 48 million to 193 million.Based on the transaction record of 1.039 dollars per share, the total value is approximately 200 million dollars.

According to Bitcoin Magazine, Franklin Templeton, with assets under management of $1.7 trillion, has completed the final regulatory procedure before listing two ETFs that convert stock dividends into Bitcoin.On October 22, the company submitted Form 8-A to the U.S. Securities and Exchange Commission to register shares of the Franklin US Equity Bitcoin DRIP Index ETF and the Franklin US Innovation Bitcoin DRIP Index ETF for trading on NASDAQ. The prospectus submitted on the same day indicates an effective date of October 27. These two funds were first filed in June of this year, with codes and fees not disclosed at that time.The stock fund code is FBEQ, which tracks the VettaFi US Large-Cap 500 Bitcoin DRIP Index. This index holds the 500 largest companies in the U.S. by market capitalization, weighted by free float. As of September 30, it actually held 499 stocks, with a concentration in the information technology sector. The fund's initial allocation is 95% stocks and 5% Bitcoin, with regular or special dividends distributed by companies being used to purchase Bitcoin at the opening of the next trading day after the ex-dividend date, increasing the Bitcoin allocation with each dividend payment.During quarterly rebalancing, any Bitcoin allocation exceeding 5% will be reduced to 4.5%; if the Bitcoin allocation exceeds 20% between two rebalancing periods, it will be brought down to 4.5% within two trading days, with the funds flowing back into stocks. The fund does not directly hold on-chain Bitcoin but gains exposure through Bitcoin exchange-traded products (including its own spot fund), futures and options, or depository receipts, with some achieved through a subsidiary in the Cayman Islands. The FBEQ fee is 0.09%, with no 12b-1 fees, managed by Franklin Advisory Services, and Franklin Templeton Institutional serves as a sub-advisor. The innovation fund employs the same mechanism, tracking the VettaFi US Innovation 100 Bitcoin DRIP Index, with components from the 100 largest non-financial companies listed on NASDAQ.Franklin Templeton had previously filed for a spot Bitcoin ETF in September 2023 and launched it in January 2024 under the code EZBC; in April of this year, it acquired 250 Digital and established an institutional digital asset department, Franklin Crypto. These two DRIP funds extend the strategy to investors who will not purchase Bitcoin on their own.

Franklin Templeton's digital asset account FTDA posted job openings on X, publicly announcing multiple positions related to digital assets and cryptocurrency business, and stated that private messaging communication is now open.Specific positions include Head of Digital Asset Product Strategy, Head of Capital Formation for Franklin Crypto, Head of Private Credit for Franklin Crypto, Digital Audience Engagement Project Manager, and Vice President of Business Development for the Cryptocurrency Market.

Global investment management company Franklin Templeton is exploring regulatory exemptions that would allow tokenized money market funds and ETFs to trade on blockchain trading venues. On October 9, the company met with staff from the U.S. Securities and Exchange Commission (SEC) cryptocurrency working group to discuss legal issues related to pricing, fees, and asset pools.The agenda included whether investors could exchange blockchain fund shares for tokenized national market system stocks through blockchain trading venues, and whether liquidity providers could charge service fees. Related issues involve pricing rules under the Investment Company Act and whether exemptions are needed. Regarding tokenized ETFs, Franklin Templeton also discussed forming trading pairs with tokenized stocks, approved payment stablecoins, or tokenized money market funds, as well as whether liquidity pools need to obtain investment company regulatory exemptions.As of September 30, the preliminary disclosed assets under management amounted to $1.79 trillion. Franklin Templeton's blockchain fund record-keeping business began with the launch of the Franklin Onchain U.S. Government Money Fund in 2021. The BENJI token represents shares of this fund, and transferring the token will simultaneously transfer the corresponding shares, with related transactions recorded and tracked by the Benji Technology Platform.

Global investment management firm Franklin Templeton and digital asset and artificial intelligence company Animoca Brands announced a strategic partnership to integrate tokenized physical assets into the vault market NUVA Finance, supported by Animoca Brands. The collaboration will expand NUVA's coverage from existing Provenance blockchain assets to institutional-grade assets from more asset issuers and explore the joint design and tokenization of cultural physical assets.NUVA was co-incubated by Animoca Brands and Nuva Labs and is set to launch in May 2026, with its vault capable of accessing assets on the Provenance blockchain. As of September 24, 2026, the total locked value of physical assets on that chain exceeds $30 billion. The two parties also launched a joint research series consisting of four parts, covering the significance of tokenization for institutional investors, progress in driving market development, and changes in how institutions assess assets and build portfolios.Animoca Brands co-founder and executive chairman Yat Siu: This collaboration will integrate institutional-grade physical assets into NUVA's vault architecture, combining asset management with decentralized distribution channels. Franklin Templeton's Head of Digital Assets and Innovation Sandy Kaul: The focus of the next phase is to expand access to and use of relevant assets and incorporate them into the digital investment ecosystem. As of August 31, 2026, Franklin Templeton manages assets totaling $18.3 trillion, and both parties expect to announce more details about the cultural asset collaboration later this year.

According to SoSoValue data, yesterday (Eastern Time October 8) the total net outflow of Bitcoin spot ETFs was $244 million.The Bitcoin spot ETF with the highest single-day net inflow yesterday was Franklin Bitcoin ETF EZBC, with a single-day net inflow of $4.7143 million. Currently, EZBC's historical total net inflow has reached $330 million. The Bitcoin spot ETF with the highest single-day net outflow yesterday was Fidelity ETF FBTC, with a single-day net outflow of $197 million. Currently, FBTC's historical total net inflow has reached $10.519 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $104.914 billion, with an ETF net asset ratio (market value compared to total Bitcoin market value) of 6.38%, and the historical cumulative net inflow has reached $57.086 billion.

HIVE Digital Technologies Executive Chairman Frank Holmes stated in an interview with Bitcoin Magazine that governments around the world will continue to print money, potentially reaching 100 trillion dollars, which makes him optimistic about Bitcoin and gold. He pointed out that Bitcoin miners already possess the electricity, land, and substations required for AI, and referred to Bitcoin mining as a "tier one data center."Holmes introduced that HIVE had previously used GPUs for mining Ethereum to enter the AI field, and he believes the next wave of AI factories will be built on mining infrastructure from Paraguay to Canada. He also discussed how ETFs can transform Bitcoin from "fear trading" to "love trading," as well as how players and the younger quantitative trading community are driving Bitcoin adoption.Additionally, he mentioned Binance's 19 billion dollar liquidation and 350 trillion dollars in money supply, 40 trillion dollars printed during the COVID-19 pandemic, global MMT risks, Bitcoin mining in China with 1.4 trillion dollars in loans, central banks purchasing gold, the Central Bank of Paraguay and Bitcoin mining exports, and computing power as a commodity, along with Canada's AI advancements and the electricity advantages of Bitcoin miners.

According to CoinDesk, Franklin Templeton has expanded its "Over-the-Counter Collateral Program" to Bybit, allowing users of the exchange to use their tokenized money market fund shares for cryptocurrency trading. Users can use the shares as collateral to borrow stablecoins USDT or USDC, while the underlying assets continue to generate returns. The relevant shares represent approximately $686 million in net assets.The underlying assets will not be transferred to Bybit but will be held off-chain by the regulated custody platform ByCustody, with their value mirrored in the Bybit trading environment, thereby generating returns while releasing trading liquidity. The shares are issued through the Benji technology platform, which is Franklin Templeton's proprietary blockchain-integrated record-keeping and transfer agency infrastructure, currently paying an annualized return of 3.7% based on the latest 7-day interest rate.This is not Franklin Templeton's first foray into over-the-counter collateral partnerships, as it has previously offered tokenized money market funds to Binance and OKX clients. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton, stated that investors can now use collateral more efficiently across major exchanges and earn returns from it, which is crucial for ecosystem growth. This expansion also reflects industry trends, with platforms like Crypto.com and Deribit allowing qualified users to use BlackRock's BUIDL fund as trading collateral.

According to SolanaFloor, Jump Crypto's Firedancer team will stop supporting the Solana transitional validator client Frankendancer after Alpenglow is activated on the Solana mainnet, with the upgrade expected to go live in October with v4.3.The team stated that the decision was made due to the maintenance and security burden, and they will subsequently focus resources on the complete Firedancer client.

On-chain data analysis platform Glassnode stated that two cities produced more than half of the Solana blocks, with Frankfurt accounting for 33% and Amsterdam for 19%.These two cities have a total of 310 validators, which represents 46% of the total 675 network validators, and 53% when calculated by staking volume.

Franklin Templeton's Chief Investment Officer for Crypto, Seth Ginns, stated that the current market is at a "turning point," where large investors will begin to allocate to liquidity crypto funds in unprecedented ways.Seth Ginns pointed out that this phase signifies a significant change in how institutional funds are allocating to crypto assets, and liquidity crypto funds are expected to see larger-scale participation from major investors.

Asset management company Franklin Templeton plans to incorporate the tokenized money market fund Franklin Onchain U.S. Government Money Fund (BENJI) as holdings or collateral into exchange-traded funds (ETFs) and mutual funds, involving an asset scale of approximately $2.6 billion, with the earliest launch possible in the fourth quarter.The U.S. Securities and Exchange Commission (SEC) has approved a no-action letter for this structure, allowing funds under Franklin Templeton to use BENJI for cash management and collateral purposes, but it still requires approval from the boards of the respective funds. The company currently manages over 130 ETFs and approximately $82 billion in ETF assets, with mutual fund assets around $790 billion.Franklin Templeton has distributed tokenized funds through digital wallets and plans to launch more tokenized products for cash or collateral management across its broader fund product line. The market size for tokenized assets has now exceeded $38 billion.

According to Bloomberg, Franklin Templeton announced plans to introduce tokenized assets into traditional investment funds and stated that it has obtained the first regulatory approval in the United States to allow digital native products for traditional funds.According to a letter published by the U.S. Securities and Exchange Commission (SEC), the company intends to embed its tokenized money market fund as holdings or collateral within ETF and mutual fund products.

Asset management giant Franklin Templeton announced that its first mortgage fund obligation (CFO) product, Franklin Templeton Structured Solutions 2026, has successfully completed fundraising of $1.5 billion. The aim is to provide investors with diversified and more efficient private market investment channels, with a portfolio covering strategies such as the private equity secondary market, continuation vehicles, and direct loans to U.S. mid-sized enterprises.As of the end of July 2026, Franklin Templeton's alternative asset management scale reached $295 billion, with its alternative investment platform covering multiple fields including the private equity secondary market, private real estate, private credit, venture capital, hedge strategies, and digital assets.

According to ChianCatcher news, as reported by CoinDesk, the U.S. SEC's Investment Management Division has issued a no-action letter to Franklin Templeton, allowing its registered funds to use the on-chain money market fund FOBXX (also known as BENJI) to manage cash and collateral via blockchain, rather than following traditional custody rules.This letter is based on Section 17(f) of the Investment Company Act of 1940 and Rule 17f-2, allowing registered funds to hold shares of FOBXX without meeting certain physical custody requirements. This supports intraday trading, hourly net asset value calculations, and faster transaction processing. FOBXX primarily invests in U.S. government securities and aims to maintain a stable share price of $1, and has expanded to multiple blockchains.

According to monitoring by Catcher Predict, in the market prediction event on Polymarket "Valorant: Gentle Mates vs Eintracht Frankfurt - VCT EMEA Qualifiers", the "Map 2 Total Rounds: Over/Under 21.5" sub-market's "Over" option win rate has experienced significant fluctuations, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

Asset management giant Franklin Templeton publicly expressed support for the CLARITY Act on platform X, stating that the act will clarify the regulatory approach to cryptocurrencies, inform investors of applicable protections, and specify which regulatory agency governs businesses. The company stated, "It's time to provide the clarity the industry needs."