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More →JPMorgan: Oil prices continue to rise, with transportation bottlenecks becoming the main issue.
Bjie.com data: In its latest report, JPMorgan pointed out that although global oil supply is sufficient, oil prices are still rising due to insufficient transportation capacity. The report shows that oil shipments through the Strait of Hormuz reached 12 million barrels per day in September, an increase from 7.5 million barrels in July and August. However, 766 of the world's 923 supertankers are already in use, and another 124 Iranian vessels cannot be used due to U.S. sanctions, causing transportation costs to soar. JPMorgan analysts said the current cost of transporting oil has reached $1.16 million per day, and this trend is not expected to change soon.
Bitcoin's market dominance stands at 59.6%.
According to Bijie.com data: under Bijie.com's unified market methodology, Bitcoin's market capitalization accounts for 59.6% of the total cryptocurrency market capitalization.
Numerous parties file court briefs urging the Supreme Court to hear the prediction markets case.
Coin World News: Multiple interested parties submitted court briefs to the U.S. Supreme Court last week, urging it to hear a case on whether sports prediction market contracts qualify as swaps. Former Senator Chris Dodd, former Commodity Futures Trading Commission Chairman Gary Gensler, the National Football League, 39 states, and 145 tribal nations were among those involved, arguing that sports prediction market products should not be regarded as swaps and therefore should not be subject to CFTC regulation. On Friday, the CFTC issued two proposals aimed at clarifying how these products fall under the definition of "swap." The agency said casino-style gambling does not fall within the definition of a swap, but event contracts remain within its scope.
BTC perpetual contract open interest totals 14.889 billion USD
According to CoinWorld data, under the statistical methodology of selected mainstream platforms, the total notional open interest of BTC USDT-margined perpetual contracts is 14.889 billion USD.
Ledger provides an update on the Cryptobilis hardware wallet tampering incident.
CoinWorld news: On October 12, Ledger announced progress in its investigation into the Cryptobilis hardware wallet tampering incident, confirming that all affected devices were sold by Cryptobilis, while Ledger's own systems and official direct sales channels were not affected. Cryptobilis has completely stopped selling hardware wallets. Ledger advises that devices purchased from this reseller that have not yet been initialized should not be powered on or set up, and users of devices that have already been used should migrate their assets to a new seed phrase. Users may contact Ledger customer support and report the matter to their local police.
AI companies' borrowing has dropped sharply, decreasing by $90 billion in three months.
News from Bijie: AI companies are borrowing less, and investors are worried about a $466 billion debt surge. According to Morgan Stanley data, AI-related borrowing plunged nearly 80% from a record $113 billion in June to $23 billion in September, a drop of $90 billion in three months. Although this slowdown follows record borrowing earlier this year, investors are also questioning whether large-scale AI investment can generate sufficient returns. John Aylward of Sona Asset Management said: "Everyone is being squeezed, and everyone is becoming more cautious." But is reduced borrowing necessarily a bad thing? Not entirely. Slower borrowing may be a healthy correction, allowing companies to manage debt while letting investors reassess risk. However, if lenders lose confidence in AI profitability, tighter financing could delay data center construction, weaken chip demand, and put pressure on tech valuations. The impact could extend beyond AI to corporate credit and the broader stock market.
The long-short account ratio for SOL contracts is 2.45.
Bjie.com data: The SOLUSDT 4-hour long-short account ratio is 2.45, with more net long accounts than net short accounts. Compared with the same-caliber snapshot 24 hours ago, it rose by 0.0411; compared with the same-caliber snapshot 7 days ago, it rose by 0.81.
Nasdaq hits record as oil prices and yields retreat
CoinWorld news, 10xResearch reported that the Nasdaq index hit a new high, while the S&P 500 rose 1.2%. Telecom stocks fell due to SpaceX's spectrum acquisition, while Humana shares rose 13%. The Nasdaq rose 0.2%, with chipmakers pushing the index to a new high ahead of OpenAI's revenue report. Bloomberg reported that OpenAI is expected to have annual revenue of at least $70 billion. The dollar index rose 0.3%, as political risks in France and Spain weakened the euro, the yen softened, and multi-year high Treasury yields persisted. Gold rose 1.4%, pulling back to around $4,200 after gains in yields and the dollar. The 10-year Treasury yield fell 0.6%, due to increased supply, a global bond selloff, and AI-related corporate borrowing.
All vessels in the Strait of Hormuz area that turn off their navigation and identification systems will be treated as hostile targets by the Iranian Revolutionary Guard Navy.
Iran's Revolutionary Guard Navy: All vessels in the Strait of Hormuz area that turn off their navigation and identification systems will be regarded as hostile targets and dealt with severely and decisively.
Deribit completes integration, further strengthening Coinbase's institutional platform capabilities.
CoinWorld news: Coinbase CEO Brian Armstrong posted on X that after the completion of the Deribit integration, the capabilities of Coinbase's institutional platform have been further enhanced.