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The funding scale of the Zcash development grant program continues to expand, with the current net funding estimated at approximately 125 million USD, far exceeding current expenditure needs. Sean Bowe, co-founder of Zcash and current head of Tachyon, has proposed a draft suggesting the termination of the current 8% block reward allocated to ZCG in a future network upgrade.There are currently four proposals in the community regarding the development funding mechanism, which involve terminating ZCG grants, canceling the entire development fund grant mechanism, or gradually reducing the grant proportion to zero. Supporters believe that the current mechanism allows funds to accumulate as the price of ZEC rises, but ZCG is not directly controlled by holders; opponents worry that cutting development funds without alternative solutions may impact the subsequent development and maintenance of the protocol. All proposals are still in the discussion stage and have not yet been finalized.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket market. A large whale sold $168,174.98 on the "LoL: Dplus KIA vs. Movistar KOI - World Championship Group Stage" event, targeting the "Match Winner." Based on the current transaction price, the latest corresponding winning probability for this subject is 90.92%.

According to the Science and Technology Innovation Board Daily, Nvidia CEO Jensen Huang stated during a media interview at the GTC conference in Berlin on Thursday that the likelihood of a memory supply surplus by 2029 is low. He mentioned that one great aspect of memory is that there is always more that can be used, and he noted that HBM will continue to be applied in the coming years.Jensen Huang also stated that Nvidia is the first company in the world to introduce LPDDR memory, used in mobile phones, into data centers, which doubles its energy efficiency compared to any current global solution, thus it will continue to use this type of memory extensively. He mentioned last Thursday that customer demand for AI chip orders continues to exceed the company's supply capacity, with new orders pouring in almost weekly, if not daily.In the past week, storage chip stocks faced sell-offs due to market concerns over supply surplus and weak demand. A well-known media outlet in South Korea published a column last week, citing two experts who predicted that by 2029, there will be a significant increase in semiconductor supply, and the storage chip market may turn into a red ocean. On Thursday, the Nasdaq Composite Index closed down 2.6%, at 26008.86 points; SanDisk fell 8.51%, SK Hynix fell 8.07%, Seagate Technology fell 7.86%, Western Digital fell 6.43%, and Micron Technology fell 6.23%.

J.P. Morgan's latest report states that publicly listed technology companies worldwide are expected to generate approximately $2.2 trillion in operating cash flow this year, with capital expenditures and R&D expenditures totaling about $1.8 trillion. After deductions, there remains a surplus of about $400 billion, sufficient to support current AI infrastructure investments without relying on external financing.In response to market concerns regarding the sustainability of financing models for new cloud vendors, J.P. Morgan believes that their scale is still relatively limited compared to the entire technology sector. Even if financing comes under pressure, it is unlikely to shake the overall AI investment cycle. The report estimates that new cloud vendors will have operating cash flow of about $30 billion this year, with capital expenditures and R&D expenditures around $80 billion. If there is a funding gap, more financially robust hyperscale cloud service providers can still take on the related demand.J.P. Morgan also pointed out that part of the current financing demand in the technology sector stems from large-scale stock buybacks. Companies can release funds by reducing buybacks to maintain AI investments. The overall stock position in the market has retreated from the mid-September peak, and trend-following investors' long positions in semiconductors have also been largely digested. The bank believes that the short-term downward space in the market is gradually narrowing.

According to GMGN data, the market value of Surplus on Base briefly reached 18.21 million USD, setting a historical high, with a 24H increase of over 61%. The current market value is reported at 18.17 million USD.It is reported that Surplus Intelligence is positioned as a free market for AI reasoning on the Base chain, aiming to convert idle computing power into revenue. The price of meme coins is highly volatile, and investors are advised to participate with caution.

According to official news, the DeAgentAI token $AIA has been launched on the South Korean exchange Bithumb's Korean Won market, opening the AIA/KRW trading pair. Its principal-protected staking financial plan has also officially opened. Users can participate with USDC, and upon maturity, the platform will return the equivalent amount of USDC in full according to the product terms, while additionally earning rewards of up to 50% of the actual staked AIA amount.The plan features three staking pools: Ultra, Boost, and Fast, with total AIA rewards over a 12-month period being 50%, 40%, and 35% of the actual amount bought and staked, respectively. The first rewards from the three pools will be distributed uniformly after the fundraising period ends in the 3rd, 2nd, and 1st months, respectively, and will then be automatically distributed monthly. The amount of USDC returned at maturity does not fluctuate with the AIA coin price, and the originally bought and staked AIA will not be returned.The initial open quota is 500,000 USDC, with a minimum participation amount of 350 USDC per transaction, and it will close once full. Users can buy AIA using USDC on the BNB Chain through the official page and complete the staking in the same transaction. For participation methods and complete rules, please refer to the official staking page.

According to the GoPlus security team, an unclaimed treasury contract on the Base chain was attacked. The attacker added a malicious contract to the lending whitelist through Safe multi-signature and withdrew 1783 aBaswstETH, then redeemed approximately 1783 wstETH on Aave V3, resulting in a loss of about 6 million dollars.It is reported that the attack stemmed from failures in multi-signature governance and access control. The project team had not executed Safe transactions on the treasury contract for 25 days prior to the attack, which may have been due to social engineering attacks or internal collusion; the core contracts of Aave and the Base chain itself were not affected. As of the time of publication, approximately 31.7 million dollars in assets remain at risk in the attacked treasury.

According to GoPlus Security monitoring, a user lost approximately $305,000 DAI due to an "address poisoning" attack. The attacker generated fake addresses that matched the prefix and suffix of the victim's expected transfer address, sending small "dust" amounts to the victim to induce them to mistakenly copy the fake address from their transaction history during the transfer.GoPlus Security reminds users that such attacks have become fully automated, including target discovery, address forgery, and money laundering through mixers. Users should never copy addresses directly from their transaction history; they must verify the complete address and conduct a small test transfer before making large transactions.

The liquidity pledge protocol Lido announced an update to the EarnUSD fee model, which will reduce fixed fees and make fees more directly linked to the performance of the treasury. Previously, the EarnUSD fees were more platform-oriented, consisting of a 1% management fee plus a 10% performance fee.According to the announcement, the new model caps the management fee at 0.5% plus a 20% performance fee, with the initial rate set at a 0.2% management fee plus a 15% performance fee. Lido stated that after the management fee is reduced from 1% to 0.2%, the costs of holding EarnUSD will be lower when returns are low, and the higher performance fee will make the charges more aligned with actual returns. Relevant fees will be displayed on the EarnUSD treasury interface.

According to a report by Businesswire, BNB Plus Corp. (OTCQB: BNBX) announced a strategic transformation, shifting from a digital asset treasury company focused on the BNB Chain ecosystem to an operational company providing open network infrastructure such as blockchain and Agentic AI for financial institutions and enterprises.In the future, the company will still participate in ecosystems like BNB Chain, with a strategic focus shifting from passive holding of digital assets to infrastructure, integration, and deployment services. BNB Plus, formerly known as Applied DNA Sciences, previously transitioned from a biotechnology business to a BNB treasury strategy, holding approximately 18,830 BNB as of July 30.

The GoPlus security team disclosed that a high-risk fraudulent Meme factory was recently discovered on the Robinhood Chain, with a transaction volume exceeding 9 million dollars in the past 30 days, involving hundreds of fraudulent Memes. The asset aggregation address is 0x8c3Bad30cc7563A2D0357F49509FFd063666bb00. As of September 28, 2026, the address balance is approximately 56.0635 ETH, equivalent to about 148,000 dollars; the address has a total of about 1,385 transactions, with the latest 400 transactions generating approximately 1,728.02 ETH in income and transferring out approximately 1,861.12 ETH; the two-way transaction volume is about 3,589.14 ETH, equivalent to about 9.49 million dollars.Direct evidence of "authorizing or selling tokens ---> liquidating ETH ---> transferring to the same aggregation address" was found in the high-risk associated Memes. The amount is the gross amount transferred into the aggregation system from the same project batch and does not represent net profit. The fraudulent Meme factory model mainly includes "new accounts shipping out ---> layered aggregation ---> fund recycling: 1. Creating Tokens based on industry hotspots; 2. Allocating Tokens to a large number of new EOAs with only 4 to 11 transactions; 3. Selling in segments through PonsV2Helper / UniversalRouter; 4. Emptying ETH to local aggregators or the main aggregation address (0x8c3bad); 5. Providing funds for the next round of projects, new wallets, and trading operations. The key to this fraud model is: 1. Using a large number of new wallets to hide the actual concentration of chips; 2. Segmentally selling by these wallets to create the illusion of multiple independent traders; 3. After the shipment is completed, funds flow into the same aggregation system; 4. Reinvesting the profits from old projects into the next round.On-chain researcher Wazz recently disclosed that a suspected continuous Rug gang initiated at least 53 Robinhood Chain Memes within about two months and extracted approximately 18.43 million dollars from them. Their main tactic is to control most of the token supply using 70 to 200 wallets, then reinvest the profits from the previous round into the next round. This case is similar to the fraudulent model in this case, but there is currently no evidence to indicate that it is the same gang.

GoPlus Security posted on platform X that the outflow of funds from THORChain needs to be actively signed by validators through TSS threshold signatures, which is different from Bitcoin and Ethereum; approximately 101.5 BTC (about 8.5 million USD) has already been transferred from the stolen funds on Bitget, and about 27.63 million XRP (about 43 million USD) is being exchanged for BTC, calling for interception of North Korea-related addresses.

According to Catcher Predict monitoring, in the predicted market Polymarket for the event "LoL: Cupid Esports vs Dplus KIA Challengers," the "Yes" option win rate for the sub-market "Both sides kill Baron" has experienced a sharp fluctuation, soaring from 50% an hour ago to the current 90.5% (a fluctuation of 40.5%). Please note the impact of related breaking news.

Bitwise announced the launch of the Bitwise Premium+ RWA Vault (PPLUS) on the Ember Protocol. PPLUS holds a curated portfolio of real-world assets (RWA) and employs a leveraged strategy, targeting a net yield of over 10%.Its assets include PST from Huma Finance, sUSDai from USDai, and PRIME from HastraFi, corresponding to cross-border payment financing, AI GPU loans, and tokenized debt secured by high-quality residential equity, respectively.It is reported that Bitwise is responsible for the strategy design of assets, positions, and leverage parameters, while Ember is responsible for vault operations and trade execution. PPLUS is open only to non-U.S. persons, and Bitwise warns that the vault involves leveraged credit strategies, and deposited assets may face the risk of partial or total loss.

GoPlus has issued a security alert, reminding investors to be vigilant against the imitation RUG on the Arc Chain. The Arc Chain launched explosively, with the first day's trading volume exceeding 144 million USD. While most users are still in the learning phase of cross-chain trading, the market has already seen imitation RUGs of the high market cap Launchpad tokens ARGUS and TOLLY.Please be very careful and verify the contract address carefully before trading.

GoPlus Chinese Community issued a security alert stating that a newly activated external account address has initiated a malicious governance proposal against Ampleforth. The proposal, titled "Application for Completed Work Funding for SPOT Ecosystem Analysis Tool," attempts to transfer 2.5 million USDC from the treasury to the proposer, an amount that nearly accounts for all the liquid funds in the treasury.

According to Catcher Predict monitoring, in the market prediction event "LoL T1 Academy vs Dplus KIA Challengers" on Polymarket, the "T1 Academy" option in the sub-market "Game 4 Winner" has experienced a dramatic fluctuation in winning probability, soaring from 33% an hour ago to the current 51.5% (a fluctuation of 18.5%). Please note the impact of related breaking news.

According to GoPlus alerts, the meme coin LAPTOP issued by Hunter Biden, son of Biden, is about to launch an airdrop. A large number of phishing websites for fake LAPTOP airdrop whitelists, eligibility checks, and claims have appeared on Twitter, and there are also lookalike versions on multiple chains, with risks such as unverified contracts, high taxes, and trading suspensions.GoPlus reminds users to refer to the official website and Twitter for accurate information, to be cautious when participating in lookalike trading, and to use Token security checks to confirm contract safety. Remember the four principles: do not click, do not install, do not sign, do not transfer.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: KT Rolster vs Dplus KIA - LCK Playoffs," the "Yes" option for the sub-market "Both sides kill a dragon" has experienced a drastic fluctuation in win rate, plummeting from 67% an hour ago to the current 49.5% (a fluctuation of 17.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "LoL: Dplus KIA vs KT Rolster - LCK Playoffs," the "Over" option in the sub-market "O/U 3.5 games" has experienced a dramatic fluctuation in win rate, soaring from 68% an hour ago to the current 91.5% (a fluctuation of 23.5%). Please note the impact of related breaking news.