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More →Bank of America warns the AI investment boom may face a historic crash risk.
Bank of America warns that the AI investment boom is showing signs of classic capital cycle risk, including surging spending, intensifying competition, and falling prices. Hyperscaler capex expectations have jumped from $330 billion to $1 trillion, accounting for about 3% of U.S. GDP. Meanwhile, AI token prices have fallen about 50% since the summer, raising concerns that growing usage may not translate into sufficient revenue. The key risk is that AI technology may succeed while investors lose out due to overinvestment and declining returns.
Charles Schwab announces clients can buy Bitcoin directly in their accounts
Coin World News reports that Charles Schwab has announced that clients on its platform, which manages $13 trillion in assets, can now purchase Bitcoin directly in their accounts, a move covering more than 40 million U.S. users.
Marqeta partners with Coinbase to launch stablecoin payment card
Coin World data: Marqeta has partnered with Coinbase to launch a payment card that supports stablecoins. This collaboration aims to promote the use of stablecoins in everyday payments and enhance the user payment experience.
In the first three quarters, stablecoin payment volume reached $482 billion, with supply growing by 0.4%.
Biji.com data: According to an Allium report, from January to September this year, stablecoin payment volume grew 45% to $482 billion, the number of payments increased 71% to 1.04 billion, and the average transaction amount fell to $462. During the same period, stablecoin supply grew 0.4% to $305 billion, with supply from Tether, Circle, and Ethena declining, while other issuers collectively saw a net increase of $6.9 billion. In the third quarter, payment volume rose 51% year over year, with payment volume reaching $72 billion in September. In the third quarter, the number of AI agent payments increased to 68.3 million, and stablecoin card spending grew 10x to $3.9 billion.
Jeremy Allaire: USDC is entering about 50 emerging markets.
According to Reuters, Circle CEO Jeremy Allaire said that USDC is entering approximately 50 emerging markets across Southeast Asia, Latin America, and the Middle East, marking a turning point from the early adoption phase to mainstream scale.
Deutsche Bank plans to launch BTC and ETH custody services within weeks.
CoinWorld news, according to Cointelegraph, Deutsche Bank plans to launch custody services for Bitcoin (BTC) and Ethereum (ETH) within weeks and intends to expand into the Asian market in 2027.
Strategy Inc提交8-K报告
CoinWorld news: Strategy Inc filed an 8-K report on October 16, 2026, with a report date of October 15, 2026, covering items 7.01 and 8.01.
CryptoQuant founder: Wall Street analysts are optimistic about MSTR's price target.
According to CoinWorld news, CryptoQuant founder and CEO Ki Young Ju said that although MSCI's new rules may lead to Strategy (MSTR) being removed from global stock indices, Wall Street analysts remain optimistic. Citi, Barclays, and B. Riley have target prices of $240, $175, and $195 for MSTR, respectively. He believes that the MSCI removal risk mainly affects passive capital flows, and the related expectations have already been priced in by the market. What is more noteworthy now is Strategy's MNAV of about 1x, the trading performance of its STRC preferred stock, and the protection of dividends provided by its dollar reserves. MSCI officially approved the non-operating company screening rule on October 15. Digital asset treasury companies such as Strategy and Metaplanet face potential removal risk. The final list of affected companies will be announced on November 11, and the new rules are scheduled to take effect after the close on November 30.
Retail sales data exceeded expectations.
Coin World News: Retail sales data beats expectations! Will Fed rate hike expectations be reduced? Can international gold break through the trendline? Trading Academy is live now, watch immediately!
Glassnode says BTC selling above $80,000 may mark a local bottom.
According to news from Bijie, Glassnode posted on X that seller capitulation occurred during yesterday's BTC decline, with previous loss-selling appearing at local bottoms in early August, mid-August, and mid-September. Profit-taking has slowed since the September high, and if the pattern holds, yesterday's selling not far above $80,000 marked a phase bottom.