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More →Bitcoin breaks a 13-year pattern, with a Q3 gain of 42.71%
BeInCrypto data via Bijie Network: Bitcoin (BTC) posted a 42.71% gain in the third quarter of 2026, ending three consecutive quarters of losses. July, August, and September all closed green, marking the first time in history. BTC is currently trading at $83,702, down 0.15% over the past 24 hours. During this period, BTC rose 7.36%, 24.95%, and 6.33% in July, August, and September, respectively. In addition, August contributed the largest gain, with BTC increasing by $14,775 between August 17 and 23, the largest single-week dollar increase in history. Nevertheless, BTC is still about 4% below its 2026 opening price of $87,498.
Jera, Dell, and Rhaelm Sign $15 Billion AI Data Center Agreement
According to CoinWorld news, Jera, Dell, and Rhaelm signed an agreement in Chiba, Japan, to build an AI data center worth more than $15 billion. The project will be built next to one of Jera's gas-fired power plants and is expected to attract financing from Apollo Global Management. Japan's digital minister, Hisashi Matsumoto, warned earlier that Japan needs to act quickly to avoid becoming an "AI colony." The project is scheduled to begin operations in phases in 2028 and is expected to reach full capacity in 2029, with Jera supplying power under 15- to 25-year contracts. The data center will become Japan's largest single AI deployment, with a scale of up to 400 megawatts.
Wall Street questions Nvidia's $500 billion AI financing plan.
CoinWorld data: Wall Street is questioning Nvidia's $500 billion AI financing plan, with lenders discussing whether high-end GPUs can support long-term infrastructure debt. In August, Nvidia announced partnerships with Apollo, BlackRock, and others to mobilize more than $500 billion in third-party capital for AI infrastructure. Nvidia believes its computing power can serve as a productive asset that generates long-term revenue and helps customers finance data centers and GPU clusters. However, some banks and credit investors remain conservative and are demanding stronger guarantees, as they are uncertain whether high-end GPUs can maintain sufficient revenue-generating value over the next decade. Nvidia argues that top-tier GPUs can remain productive for up to 10 years, while banks typically use a three-to-four-year depreciation cycle. The financing debate reflects a shift in how AI infrastructure is funded, with cloud operators and data center developers borrowing billions of dollars before new capacity generates revenue.
Illinois plans to delay the 0.2% crypto tax until
According to CoinWorld news, Illinois state government officials and representatives of the crypto industry have reached an agreement to delay the implementation of the 0.2% crypto tax by six months to July 1, 2027, pending approval by a judge. The Digital Chamber and the Illinois Blockchain Association participated in the negotiations so that court proceedings over the related legal dispute can continue before the tax's implementation approaches. (Source: Coindesk)
Bitcoin miners accelerate shift to AI/HPC amid mounting pressures
According to Wu Blockchain's September Mining Industry News, Bitcoin mining companies are accelerating the shift of power and data center resources toward AI/HPC, as the revenue per unit of electricity from AI computing is higher than that from Bitcoin mining. Some mining companies have already canceled miner orders, reduced hash rate, or suspended part of their mining operations. The industry is also facing pressures such as rising mining costs, declining hash rate, and reduced miner holdings. In terms of regional policies, Ethiopia has cut power supply to mining companies, Sweden is pursuing tax payments from crypto firms, and Kazakhstan is promoting the use of associated gas from oil fields to power mining farms. Companies such as Bitdeer, CleanSpark, and PowerCompute have disclosed plans for AI data center construction, mining farm expansion, debt repayment, and hash rate adjustments, while some mining companies are exploring the conversion of existing infrastructure for HPC and AI.
HSBC cuts its 2026 average gold price forecast to $4,490 per ounce.
BiJie Network data: HSBC has lowered its average gold price forecast for 2026 to $4,490 per ounce, down from the previous $4,560 per ounce.
Bank of America sees SpaceX stock rising 61%, Nvidia participates in $668 million AI deal
Bjie.com US stock data: BofA analysts expect SpaceX's stock price to rise 61%. Meanwhile, Nvidia has just participated in a $668 million AI deal. Nvidia's market capitalization is close to $5.2 trillion, with a stock price of about $212 and a price-to-earnings ratio of nearly 27.6 times, based on its continued growth in profitability. SpaceX's valuation is close to $2 trillion, with its stock price fluctuating between $145 and $146. BofA analyst Ronald Epstein has also set a target price of $235 for SpaceX, about 60% above the current reference price.
Adam Back supports introducing covenant opcodes, believing they help improve Bitcoin Script security.
Adam Back expressed support for introducing covenant opcodes, believing they would help reduce future soft forks and improve the security of Bitcoin Script.
Adam Back支持covenant opcodes，称可减少未来软分叉
According to Cointelegraph, Adam Back expressed support for covenant opcodes, arguing that they would help reduce future soft forks and improve the security of Bitcoin Script.
Bitcoin approaches $84,000, up 42.7% in the third quarter.
CoinWorld data: Bitcoin remained steady after approaching $84,000, rising 42.7% in the third quarter, its best quarterly performance since 2024. Ethereum rose 70.8% and is currently priced at $2,706. The two cryptocurrencies were roughly flat on the first day of the fourth quarter, with Bitcoin slightly below $84,000 and Ethereum slightly above $2,700. The U.S. 10-year Treasury yield hit a 24-year high of 5.362%, then fell back to 5.282%. Economists predict that the U.S. added 90,000 jobs last month, with the unemployment rate holding at 4.1%.