Important news preview:
ENA (ENA) will unlock approximately 172 million tokens on October 5, Beijing time, with a ratio of approximately 1.88% to the circulating supply and a value of approximately US$41 million;
The Ethereum Glamsterdam upgrade will be activated on the Sepolia testnet on October 6;
TOKEN2049, the world's largest encryption industry conference, will be held at the Marina Bay Sands Convention and Exhibition Center in Singapore from October 7th to 8th;
Hyperliquid Labs unstakes $320 million worth of HYPE and will distribute it to team members on October 7;
The 10th World Artificial Intelligence Summit will be held from October 7th to 8th, 2026. The speakers will include executives from giants such as OpenAI, Meta, Google, and NVIDIA;
On October 8, the minutes of the Federal Reserve’s September monetary policy meeting were released.
October 5
Macroeconomics:
At 10 pm Beijing time on October 5, the U.S. ISM announced the non-manufacturing index for September, with the previous value of 55.4
Exchange:
Binance Futures will delist PROMPT and other U-based perpetual contracts on October 5
Binance Futures will close and automatically settle all positions of PROMPTUSDT, PUMPBTCUSDT and 1000000BOBUSDTU-margined perpetual contracts at 09:00 (UTC) on October 5, 2026. The above contracts will be delisted after settlement is completed. Starting from 08:30 on October 5, 2026 (UTC), users will not be able to open new non-reducing orders for the above contracts.
Project updates:
ENA held by StablecoinX will be permanently unlocked on October 5, and the sale still requires the consent of the Ethena Foundation
StablecoinX and its subsidiaries have signed exemption letters with Ethena OpCo and Ethena Foundation. Starting from October 5, 2026, all locking, vesting and unlocking restrictions applicable to the ENA held or due to be delivered will be permanently lifted, including the original 48-month contract locking period for tokens purchased through PIPE; this date is consistent with the unlocking date for other ENA holders previously announced by the Ethena Foundation. StablecoinX previously disclosed that it holds approximately 3.03 billion ENA, accounting for approximately 20% of the total supply. However, ENA will still be held as its treasury asset, and any sale, transfer or other disposal must still obtain the prior written consent of the Ethena Foundation; if it is sold for working capital or strategic needs, the Foundation must be notified in writing at least 5 working days in advance, and the latter may have priority to purchase all or part of the tokens at the proposed price.
Suilend will gradually stop operating the token issuance product STEAMM, and the product homepage will be deactivated on October 5
Suilend announced that it will gradually cease operating token issuance product STEAMM and focus its efforts on Suilend’s lending products and upcoming products. The STEAMM product homepage will be decommissioned on October 5. Existing positions will still be accessible through Suilend and users can withdraw at any time. It is reported that DeFi development team Bluewater completed the acquisition of Sui’s ecological lending protocol Suilend in June this year, and simultaneously acquired its ecological products STEAMM and SpringSui.
Peach will buy back and destroy the top five graduation Meme tokens by market value on its platform on October 5
Peach, the trading aggregation and asset issuance platform on Arc, tweeted that it will rank all Meme tokens that graduated on Peach by market value on October 5, 2026. The top five tokens by market value will share the repurchase and destruction of 10,000 USDC, including 4,500 USDC for the first place, 2,500 USDC for the second place, 1,500 USDC for the third place, and 1,000 USDC for the fourth place. USDC, fifth place 500 USDC. Tokens with the name or code "ARC" or "PEACH" are not eligible to participate.
Token Unlocked:
ENA (ENA) will unlock approximately 172 million tokens at 3:00 pm Beijing time on October 5th, with a ratio of approximately 1.88% to the circulating supply and a value of approximately US$41 million.
October 6
Project updates:
BlackRock Ethereum ETF will implement a 1-for-3 reverse stock split on October 6
BlackRock plans to implement a 1-for-3 reverse split of its Ethereum Trust ETF (ETHA) on October 6, with every 3 shares merging into 1 share, increasing the net asset value per share but not changing the total value of investors’ positions and the size of the fund’s assets. Eric Balchunas, senior ETF analyst at Bloomberg, said this would reduce transaction costs from 7 basis points to about 2 basis points. The current price of ETHA is about US$14, which has fallen by about 40% during the year. The BlackRock Ethereum ETF is the largest of its kind, with over $5 billion in assets under management.
Monad hints at launching privacy service on October 6
Monad officially released a trailer video and said "Privacy is coming", implying that privacy-related services will be launched on October 6.
Ethereum Glamsterdam upgrade will be activated on the Sepolia testnet on October 6
The Ethereum Foundation announced that the Ethereum network upgrade Glamsterdam is scheduled to be activated on the Sepolia test network on October 6, at 21:53:36 Beijing time, corresponding to epoch 353024 and slot 11296768. The activation date for Hoodi and mainnet has not yet been determined. Glamsterdam combines the execution layer Amsterdam upgrade and the consensus layer Gloas upgrade. The core changes include embedded proposer-builder separation and block-level access lists to improve L1 throughput, and adjust gas billing to better reflect execution and state growth costs. Node operators must update the execution layer and consensus layer clients before activation. Contracts that rely on fixed gas assumptions may need to be modified.
The Zcash NU7 upgrade is tentatively scheduled to be launched on the mainnet on November 5th, and the testnet is scheduled to be activated on October 6th.
According to the Zcash community forum, Zcash development organizations and engineering teams have reached an agreement on the content and schedule of the NU7 network upgrade. It is planned to complete the code before September 30, activate it on the official test network on October 6, and make the final activation decision on the main network based on the test results on October 20. The main network is tentatively scheduled to go online on November 5. NU7 mainly includes shortening the block interval to 25 seconds (ZIP-218), disabling v4 transactions, and integrating new issuance mechanism-related plans according to the voting results (ZIP-234 alternative, ZIP-235): retaining the halving mechanism, and starting re-issuance from February 2031. The upgrade does not include new transaction formats and is not expected to have a major impact on wallets, but infrastructure such as full nodes, indexers and block explorers may need to be adjusted.
OpenAI launches US$5 million funding program to fund research on the impact of AI on youth development. Project applications close on October 6
According to the official announcement of OpenAI, the company announced the launch of a US$5 million funding plan to support independent research on the impact of generative AI on the emotional development, social relationships and usage behavior of adolescents aged 13 to 17 years old. A single project can receive up to US$1 million in funding. The application channel is open, the deadline is October 6, and the selection results will be announced on November 13. OpenAI stated that it hopes to establish an evidence base for the impact of AI on adolescents and provide a reference for product design and policy formulation.
Token Unlocked:
HYPE (HYPE) will unlock approximately 3.75 million tokens at 8:00 a.m. Beijing time on October 6, with a ratio of approximately 1.69% to the circulating supply and a value of approximately US$339 million.
October 7
Project updates:
Aptos will reset the testnet status on October 7th, and the mainnet or development network will not be affected.
Aptos announced that the first Testnet state reset is scheduled to be performed on October 7. At that time, Testnet will be started from a new genesis block. Existing deployed contracts, test accounts, balances and historical data will be cleared, and related applications will need to be redeployed. Aptos said that Testnet has processed more than 10 billion transactions, and the state storage volume continues to expand. According to the AIP-147 proposal, the storage scale will be controlled through periodic resets. This operation does not affect the operation of Mainnet and Devnet.
Microsoft will hold Windows and Surface new product launch event on October 7
Microsoft announced that it will hold an offline event in San Francisco on October 7, focusing on "how local AI shapes the next generation of PCs" and focusing on the future plans of Windows and Surface devices. Microsoft CEO Satya Nadella, Windows and Surface head Pavan Davuluri, and Nvidia CEO Jensen Huang will attend. The market expects that the price and launch information of RTX Spark PC and Surface Laptop Ultra will be the core content. Microsoft's last major launch for Windows was in May 2024 and June 2021, respectively, launching Arm architecture Copilot Plus PC and Windows 11. This event is regarded as its latest progress in the direction of AI PC.
Lido: MetaMask staking business will exit the operational verification node and is expected to be completed before October 7
Lido said on the
Lido said the measures include withdrawing from its Ethereum (ETH) validator nodes operating within the Lido protocol. Related actions may result in giving up part of the staking rewards and may incur downtime penalties due to future validator nodes being taken offline to reduce the risk of potential network penalties. Currently, the relevant verification nodes have begun the exit process and are expected to complete the exit by October 7, 2026 at the latest (but all withdrawals have not yet been completed).
Lido said stETH holders do not need to take any action. The ETH withdrawn from the MetaMask Staking operation verification nodes is expected to gradually return to the protocol after the relevant verification nodes complete exit, withdrawal, and rejoin the staking cycle. Due to the current long queue of Ethereum verification nodes, the entire process is expected to take up to about 45 days. The staking business is essentially a non-custodial model, and MetaMask will not manage the staking withdrawal keys on behalf of customers.
In addition, Lido's diversified node operator system and security mechanisms including an ad hoc reserve fund of more than 6,750 stETH are designed to control and mitigate the impact on the normal operation of the protocol.
Hyperliquid Labs unstakes $320 million worth of HYPE and will distribute it to team members on October 7
Hyperliquid co-founder iliensinc posted on the official Discord channel that Hyperliquid Labs unstaking 3.75 million HYPE and distributed it to team members on October 7. The tokens were part of an over-the-counter transaction with an institution and will not be sold on the open market.
The second season of Genius ends: GENIUS corresponding to the application fee refund will be permanently destroyed, and the refund window will open on October 7
Genius announced that the second season has officially ended. This season, 200 million GP was originally planned to be distributed, but 173 million GP was actually distributed. In addition, any user who chooses to receive a refund will receive a full refund of Genius fees, and the corresponding GENIUS tokens will be destroyed. The refund window will be open from 0:00 on October 7th to 0:00 on October 12th. Users who request a refund will receive a 100% refund of the fees paid to Genius and lose GP earned during Season 2. All repurchased $GENIUS will be destroyed. Users who did not opt for a refund can choose to unlock their allocation immediately with an 85% deduction during a second 5-day window starting October 12, or lock in for 24 months and receive 100% of their airdrop allocation. The 173 million GP issued this season corresponds to a potential claimable allocation of up to 6.055% of the total supply of GENIUS. The remaining 0.945% will be automatically destroyed, and the GENIUS corresponding to the refund will also be permanently destroyed.
Community activities:
TOKEN2049 will be held from October 7th to 8th
TOKEN2049, the world's largest encryption industry event, will return to the Marina Bay Sands Convention and Exhibition Center in Singapore from October 7th to 8th, bringing together 25,000 guests from 160 countries and more than 7,000 companies.
The 10th World Artificial Intelligence Summit will be held from October 7th to 8th
The 10th World Summit AI (World Artificial Intelligence Summit) will be held in Amsterdam, the Netherlands, from October 7th to 8th, 2026. Speakers include executives from giants such as OpenAI, Meta, Google, and NVIDIA.
October 8
Macroeconomics:
At 2 a.m. on October 8, the Federal Reserve released the minutes of its September monetary policy meeting.
Bloomberg expects "almost everyone" to support at least one more interest rate increase this year, with internal disagreements and Warsh's proposal to cut regular meetings also attracting attention.
Policy supervision:
The People's Bank of China will launch a 1.2 trillion yuan buyout reverse repurchase operation on October 8
The People's Bank of China announced that it will launch a buyout reverse repurchase operation with a total scale of 1.2 trillion yuan on October 8, 2026, using a fixed quantity, interest rate bidding, and multiple price winning bid methods. The operation period is 3 months (89 days) and the expiration date is January 5, 2027.
The Ministry of Finance of Japan established a research committee on national debt on-chain and held its first meeting on October 8
The Ministry of Finance of Japan announced the establishment of the "Government Bonds on-chain Response Research Group" to solicit expert opinions on the issue of government bonds on the chain. The research committee is composed of five academics and industry professionals as members, with the Bank of Japan and the Japan Financial Services Agency participating as observers. The first meeting will be held on October 8. The meeting will be private. The minutes and information of the meeting will be released at a later date. Japan’s Ministry of Finance plans to compile the discussions between December 2026 and January 2027.
Project updates:
The merger of XRP treasury company Evernorth and SPAC was approved by shareholders and is expected to be listed on Nasdaq as XRPN on October 8
Evernorth Holdings and Armada Acquisition Corp. II (Nasdaq: XRPN) announced that Armada II shareholders have approved the business combination of the two parties at a special shareholders meeting on September 30. The transaction is expected to raise approximately US$300 million in total cash proceeds; investors also contribute XRP in kind. Evernorth is expected to hold approximately 473 million XRP at the time of delivery, making it expected to become the largest publicly traded pure XRP treasury company. The merger is expected to be completed on October 7, and the combined company's Class A common stock is expected to trade on Nasdaq under the ticker XRPN starting on October 8. The announcement stated that more than US$1 billion has been raised in transactions and related private placements; investors include Arrington Capital, SBI Group, Ripple, Pantera Capital, Kraken and GSR.
Community activities:
The Ethereum Ecosystem Summit will be held in Singapore on October 8
The Ethereum Ecosystem Summit, co-sponsored by Sharplink, BlockUnion and ETH HK Hub and co-organized by Lido Institutional, will be held in Singapore on October 8, 2026. This summit is aimed at Ethereum ecological builders, financial institutions, investors and on-chain infrastructure teams, focusing on the long-term value of Ethereum, institutional adoption and the development direction of intelligent finance.
Joe Lubin, co-founder of Ethereum and founder of Consensys, has confirmed that he will attend and will have a fireside chat with Sharplink CEO Joseph Chalom, focusing on the theme of "Ten Years of Ethereum, from an Idea to the Future of Open Finance" to review the development of Ethereum over the past ten years and discuss the next stage of open finance.
This summit will focus on three core topics, including the long-term value, infrastructure and trustworthy neutrality of Ethereum, institutional treasury, asset tokenization and on-chain infrastructure, as well as the intelligent financial technology stack consisting of stable coins, tokenized assets, instant settlement and autonomous commerce. In addition, the conference is supported by ecological partners such as SNZ, EthSystems, EthLabs, Ethereum Institutional, HashKey Capital and Ethereum Singapore, and will invite representatives from the fields of Ethereum infrastructure, liquidity staking, digital asset custody, payment and on-chain finance to participate in discussions.
October 9
Token Unlocked:
MOVE (MOVE) will unlock approximately 165 million tokens at 8:00 pm Beijing time on October 9th, with a ratio of approximately 3.8% to the circulating supply and a value of approximately US$1.7 million.
October 10
Project updates:
Bitcoin Core 32.0 enters the final testing phase, and the official version is scheduled to be released on October 10
Bitcoin Core 32.0 entered the final testing phase on September 14, and the official version is scheduled to be released on October 10. This version does not change the Bitcoin consensus rules. The main updates include: adding a second fee estimator, which can refer to the current pending transactions, and lower fee suggestions faster when network congestion is alleviated; nodes can use multi-threading to obtain transaction data from the database when checking blocks, and eight threads are used by default to reduce disk waiting time.
In terms of security, developers have fixed a vulnerability that has existed in non-Windows systems since Bitcoin Core 24.0: authenticated users with permission to create wallets can execute commands under specific conditions through specially crafted wallet names. This attack requires the walletnotify function to be enabled. At the same time, the four commands used to create partially signed transactions will use the PSBT version 2 format by default, and related services must ensure compatibility. In addition, the new web server was found to have a risk of memory exhaustion during the audit. 16 unauthenticated REST connections could push the node memory from 46MB to about 3GB in one minute. This problem has been fixed before the release of version 32.
Token Unlocked:
BABY (BABY) will unlock approximately 136 million tokens at 8 a.m. Beijing time on October 10th, with a ratio of approximately 4.60% to the circulating supply and a value of approximately US$1.8 million.
October 11
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