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9.29梭哈晨报： 昨天一波回调。又不知道带走了多少高杠杆的兄弟，当然一堆在等回调的xd还在继续等，又出分歧了😭。 1. $BTC 美股承压，小弟只能等等行情的样子，不过涨的多回调回调，直接带走了一大堆高杠杆滚仓的大哥； 2. $ETH 跟着大饼走，没有独立行情； 3. $SOL 生态项目开始回调了，不知道基金会打算怎么搞，冲的有点太乱了； 4.美国 XRP 现货 ETF 单日总净流入 395.85 万美元； 美国比特币ETF净流入1740枚BTC； 美国以太坊ETF净流入20447枚ETH； 5. Ether .fi将于本季度切断与EigenLayer的最后结构性联系； 煞笔Eigen最后的荣光就是去年OTC喊上去那一波？ 6.a16z 合伙人 David George：OpenAI 的优势在于创造新客户与分发； 7.ETF Store总裁：美国财政部351交易所指引或影响加密ETF税务安排，实际影响不如行业预期的那么乐观； 8.美SEC更新代币回购FAQ：无中心化主体的回购安排或不构成投资合同； 总是给回购的项目提供更多的支持？ 9. @MEXC 发布某用户资产安全事件更新：已妥善解决，双方已达成一致； 反观 @Gate 似乎不了了之了？ 10.慢雾 CISO：苹果或已修复被用于窃取加密钱包的零日漏洞； 11.Strategy过去9小时转出3568枚BTC，约合2.97亿美元； 12.WLFI治理参与激励计划提案投票通过，拟于10月1日前推出； 就是那个不投票直接冻结的提案吗？ 13.NEAR Intents拦截Bitget黑客逾5000万美元转移尝试，仅16.6万美元通过； 似乎因为这个，一堆人在Fud Near？ 14.美参议院民主党人指控 Tether 为伊朗政权的「金融生命线」； 那USDC算什么，ETH算什么😭； 15.CFTC 批准 Coinbase Clearing 上线，支持 USDC 抵押与全天候结算； 这应该利好 @circle ？ 16.伊朗称 11 月前难达协议，特朗普否认愿作制裁让步； ------------------ 会卖才是师傅，这确实是有一定道理的，所以什么时候卖呢bro。 这个游戏有点难玩咯。 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#

Raven 0.2.0 — The Harness of Harnesses, built for RSI. 🐦‍⬛ One harness can't be best at everything. Raven combines its own specialist harnesses (Research, Code, Design, Oncall) with the agents you already use (Claude Code, Codex and more) into one team. And it's built for RSI, and not just at the skill level. The whole harness can be rewritten by AI: prompts, policies, strategy code, playbooks. Every sub-harness, including the orchestration layer itself, is its own instance that can be improved. With Raven you can: 1. Orchestrate many agents as one team. Raven's sub-harnesses and external agents work in one task graph with shared memory across sub-agents, powered by leading orchestration (0.963 Node F1 on the Multi-Agent Orchestration Benchmark). 2. Run long, complex tasks. Oncall and proactive execution keep work going for days, from scientific research loops to shipping a full Godot game. 3. Build vertical agents with RSI. Use Raven's RSI to develop and refine an agent for your domain, and we'll optimize it with you. Experimental for now; reach out to the Raven team(Discord: More in the video and slides below. Open source, Apache-2.0. (lots of work made with Raven lives there, and much of this launch's material was made with Raven too)

上周财库更新： ◎上周微策略购买了 1,665 枚 BTC ($1.43 亿)。 ◎上周 Bitmine 购买了 17,362 枚 ETH ($4705 万)。 -------------------------------------------------------------------------- ◎比特币财库公司 Strategy 上周以 $85,681 的价格购买了 1,665 枚 BTC ($1.43 亿)。 他们现在持有 847,666 枚 BTC ($706.77 亿)，成本均价 $75,437，浮盈 $67.31 亿 (+10.5%)。 ◎以太坊财库公司 Bitmine 上周以约 $2,710 的价格购买了 17,362 枚 ETH ($4705 万)。 他们现在总共持有 6,001,302 枚 ETH ($161.01 亿)，成本均价 $3,337，浮亏 $39.25 亿 (-19.6%)。 -------------------------------------------------------------------------- #Bitget# 来了就是VIP！Crypto、美股、CFD，全球先机一站布局

在9月14日至9月20日期间，Strategy 一共花了 7,570 万美元，买入 950 枚 Bitcoin，买入均价约为 79,670 美元，期间没有通过 ATM 在市场上出售任何股票。截至9月20日， $MSTR 的 bitcoin:native 持仓增加至 846,000 枚，总购入成本约 638 亿美元，持仓均价约为 75,416 美元。 在过去一周 MSTR 还花了 1.74 亿美元，回购 1,771,238 股 $STRC ，每股回购均价约为 98.24 美元。本周买入 Bitcoin 和回购 STRC 的资金，全部来自已有的美元现金，两项合计支出约 2.497 亿美元。 回购以后，优先股回购计划目前还剩 8.751 亿美元额度，MSTR 普通股回购计划另外还有 10 亿美元额度。 本周 MSTR 还动用了 5,740 万美元储备，支付优先股股息和债务利息。截至9月20日，用来支持这两项支付的美元储备为 50.4 亿美元，另外还有 10.5 亿美元现金，可以用于买入 Bitcoin、补充美元储备和其他资本管理用途，两部分合计约 60.9 亿美元。 @Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易

在9月8日至9月13日期间，Strategy 没有买入或者卖出 Bitcoin，也没有通过 ATM 在市场上出售任何股票。截至 9月13日 $MSTR 的 bitcoin:native 持仓仍然是 845,050 枚，总购入成本约 637.3 亿美元，持仓均价约为 75,412 美元。 在过去一周 MSTR 一共花了 1.393 亿美元，回购 1,420,467 股 $STRC 每股回购均价约为 98.07 美元。这笔钱仍然全部来自已有的美元现金。 回购以后，优先股回购计划目前还剩 10.5 亿美元额度，MSTR 普通股回购计划另外还有 10 亿美元额度。 目前 MSTR 用来支持优先股股息和债务利息支付的美元储备仍然是 51 亿美元，另外还有 13 亿美元美元现金，可以用于买入 Bitcoin、补充美元储备和其他资本管理用途，两部分合计约 64 亿美元。 @Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

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everyone calling Reddit dead because ChatGPT stopped citing it is wrong Promptwatch said Reddit's share of ChatGPT citations went from 3.83% to 0.52% when in April it was the most cited domain in ChatGPT the panic is fair if you built your AI visibility plan on Reddit, you'd be worried about it going to waste but almost nobody opened the other dataset Ahrefs looked at 145M US Google results when the "discussions and forums" block shows up, Reddit is still in it about 84% of the time Reddit lost one channel (maybe, it's not definite yet), but it's still showing up in the other one your buyer uses before they've decided anything and nobody has a comparable baseline for the ChatGPT number either: - Promptwatch had Reddit at 3.83% of citations before the drop - Ahrefs, same platform, around the same time, had it at 16.7% - Semrush once put it near 60% yet everyone quoted an 86% collapse off a number the industry measures four different ways and nobody outside OpenAI can actually explain either one. we all rebuilt our strategy around a number one tracker caught Reddit is miserable to market on it takes months of being useful before anyone lets you mention what you built so continue doing that

🚨SlowMist TI Alert🚨 💸 @EnsoBuild Loss: ~5.6 ETH 🔍 Root Cause: An oracle price calculation error occurred in the Enso Finance / DPI Strategy Vault. In `Controller.deposit()`, the EnsoOracle's `estimateStrategy()` is called before and after the user tokens are transferred, and shares are minted on the difference: `mint = amountAdded * totalSupply / valueBefore`. The valuation chain — EnsoOracle → ItemEstimator → `ProtocolOracle.consult()` — prices tokens via UniV3 `pool.observe()`, but the registry's `fee` field is reused as `secondsAgo`, producing a near-spot TWAP window. Due to the absence of TWAP consistency checks or price range validation—combined with the fact that the liquidity in the Uniswap v3 pool used for price calculation was inherently imbalanced—an attacker was able to swap 0.683 WETH for 268.42 FARM tokens on Uniswap v2 in a single transaction, while the imbalanced v3 pool incorrectly valued that amount at 6.3 WETH (~ 9.2x). Subsequently, an excessive number of shares were minted at an incorrect price and redeemed for profit. 📌 Attacker: `0x3196398321D77a2511d369DCB6eCa9d2aD87b73A` 📌 Victim (Strategy): `0x890ed1ee6d435a35d11051d9ed97ff457ce53b5942` 📌 Vulnerable contract: Controller impl: `0xd8D22509C1fe47516D8F82A28CFd728111F57Ef1` Oracle: `0xAb7505eB360cE0D63e8E88f7853677EcD5537DC0` Powered by Tx: