News Preview:
U.S. September CPI inflation data will be released on Wednesday, and investors will use it to judge the possible timing of the Federal Reserve's next rate hike. Although gold has withstood multiple bearish factors, downside risks remain, and next week's inflation data will be particularly critical;
Paradigm's annual conference Frontiers will be held in San Francisco from October 12 to 14, covering stablecoins, AI, and multiple other topics;
Arbitrum (ARB) will unlock approximately 92.65 million tokens at 8 PM Beijing time on October 16, about 1.56% of circulating supply, valued at approximately $18.4 million;
Federal Reserve Chairman Warsh will speak on October 16 at the IMF Annual Meetings in Bangkok;
Cronos (CRO) will unlock approximately 1.17 billion tokens at 9:03 AM Beijing time on October 17, about 2.33% of circulating supply, valued at approximately $69.5 million;
Ronin Waypoint will close its wallet on October 16, and users need to migrate assets in time.
October 12
Exchanges:
U.S. cash bond market will be closed on October 12, while U.S. stocks and U.S. Treasury futures will trade normally
The holiday schedule of the Securities Industry and Financial Markets Association (SIFMA) shows that the U.S. cash bond market will be closed next Monday (October 12). October 12 is Columbus Day in the United States, one of the federal legal holidays, but holiday arrangements vary across different places. For financial markets, U.S. stocks will open normally, and CME U.S. Treasury futures will also trade normally, but the U.S. cash bond market will be closed all day. U.S. cash bonds and U.S. Treasury futures are not the same type of trading instrument: cash bonds refer to actually issued U.S. Treasuries, corporate bonds, commercial paper, etc., while U.S. Treasury futures are standardized futures contracts with U.S. Treasuries as the underlying.
XRP treasury company Evernorth completes business combination, plans to list on October 12
XRP treasury company Evernorth completed its business combination with special purpose acquisition company Armada Acquisition Corp. II. At closing, the company held approximately 473 million XRP and raised approximately $300 million in total cash proceeds (before deducting transaction expenses). Common stock is expected to begin trading on Nasdaq under the ticker XRPN from October 12.
Upbit will delist Ravencoin (RVN) related trading pairs on October 12
UPBIT will stop trading support for Ravencoin (RVN) at 15:00 local time on October 12, 2026. Affected trading pairs include RVN/KRW, RVN/BTC, and RVN/USDT. Users need to complete RVN withdrawals before November 11, 2026.
Project Dynamics:
Cosmos staking protocol Stride proposes orderly shutdown of the chain and migration to Osmosis, users can redeem stToken normally before October 12
Cosmos ecosystem liquid staking protocol Stride posted on X that, because operating funds are about to run out, it proposes to orderly shut down the Stride chain, with current TVL at about $6 million. Users can redeem stToken normally before October 12; after that, redemptions will be paused, and redemptions are expected to resume on Osmosis around November 20. stToken will not expire. The project team said that at the current burn rate, funds would run out in February 2027; after migration, stATOM, stOSMO, and other stTokens will enter the Osmosis conversion pool at a fixed exchange rate, redemption will become a swap, and no staking yield will be generated after the migration is completed.
Fables plans FABLES token TGE on October 20, will publish claim guide on October 12
Robinhood Chain ecosystem trading platform Fables announced that the FABLES token is planned to conduct its TGE on October 20, and the ve(3,3) mechanism will launch at the same time. The points campaign is extended to October 19; the project will publish the claim guide on October 12, and points participants must choose between claiming liquid tokens or locking veFABLES between October 12 and 19. The snapshot for PROLOGUE holders is planned for October 17 to 18, and the final exchange ratio will be confirmed after the snapshot. The official statement said that every 40 eligible PROLOGUE can be exchanged for at least 1 liquid FABLES. At TGE, the maximum circulating FABLES will be 75 million, and the team allocation will not circulate at that time. Fables said that the platform currently has 52 markets on Robinhood Chain, about $45 million in deposits, and more than $2 billion in cumulative trading volume. The above arrangements may still be adjusted due to legal review and implementation conditions.
Community Events:
Paradigm annual conference Frontiers will be held in San Francisco from October 12 to 14, covering stablecoins, AI, and multiple other topics
Paradigm general partner and CTO Georgios Konstantopoulos posted on X that Paradigm's annual conference and hackathon Frontiers will be held in San Francisco from October 12 to 14, 2026. The conference is invitation-only, with no booths or sponsors, and topics cover frontier areas such as stablecoins, artificial intelligence, robotics, and post-quantum cryptography, aimed at the most cutting-edge geeks and developers. Applications are now open.
Token Unlocks:
Aptos (APT) will unlock approximately 11.31 million tokens at 4 AM Beijing time on October 12, about 0.64% of circulating supply, valued at approximately $9.5 million
October 13
Project Dynamics:
Kalshi may terminate its trading volume incentive program on October 13
According to a filing submitted to the U.S. Commodity Futures Trading Commission (CFTC), Kalshi plans to terminate its trading volume incentive program as early as October 13. The program is designed to improve market liquidity by distributing rewards to traders through a reward pool (the reward amount depends on their share of eligible trading volume).
Unichain will migrate to OP Enterprise, testnet will migrate on October 13
Uniswap's Layer 2 network Unichain posted on X that it will migrate to OP Enterprise to prepare for native interoperability of the OP Stack. After interoperability goes live, users will be able to transfer assets between OP Stack chains without bridges, starting with ETH. The Unichain testnet will migrate on October 13, and the mainnet is planned to migrate in late October.
New USDC minting on Noble via Circle Mint will stop on October 13
Circle announced that, as part of the transition to the next-generation cross-chain protocol CCTP V2, it will stop support for USDC and CCTP V1 on the Noble blockchain. CCTP V2 has faster finality and stronger security, but Noble will not receive CCTP V2 support. New USDC minting on Noble via Circle Mint will stop on October 13, and the USDC contract on Noble will be suspended on January 12, 2027. Circle said that all USDC on Noble can still be redeemed 1:1.
Monad launches Metropolis global hackathon, prize pool over $250,000, submission deadline October 13
Monad announced the launch of the "Metropolis" global hackathon. The event runs for six weeks and features 4 tracks: onchain finance and trading, consumer and payments, social and attention and culture, and trust and identity and AI infrastructure. The total prize pool is $250,000, and the submission deadline is October 13.
Special Focus:
Apple will release a smart home hub on October 13, with HomePod mini and new Apple TV updated simultaneously
Apple plans to release a smart home hub codenamed J490 on October 13 (about a 6-inch square display, wall-mountable or desktop-placed), and simultaneously launch the first updated HomePod mini since 2020 and the first new Apple TV since 2022. This is the first major product test for new CEO John Ternus (who took office on September 1). The new products will highlight a Siri AI assistant based on a large model, supporting recognition of multiple family members and display of personalized content.
October 14
Macroeconomics:
At 8:30 PM on October 14, the United States will release September CPI and core CPIU.S. September CPI inflation data will be released on Wednesday, and investors will use it to judge the possible timing of the Federal Reserve's next rate hike. Although gold has withstood multiple bearish factors, downside risks remain, and next week's upcoming inflation data is particularly critical.
Project Updates:
ChatGPT announces it will take GPT-5.5 offline starting October 14
OpenAI has announced that it will remove the GPT-5.5 model across ChatGPT, ChatGPT Work, and Codex on October 14. The company recommends that developers and teams still using GPT-5.5 in Codex migrate to GPT-5.6 Sol or GPT-6 Astra as soon as possible to avoid service interruptions or capability changes at that time.
Bitwise announces liquidation of its spot Dogecoin ETF BWOW, with October 14 as the last trading day
The Bitwise Dogecoin ETF (BWOW) will be liquidated and closed. October 14 will be its last trading day on NYSE Arca, and investors will receive net asset value in cash on October 22. Bitwise said the move is part of its continued effort to optimize its product line to meet changing investor needs.
Arc launches 10,000 USDC micro-grant program, with applications closing on October 14
Arc has announced the launch of a micro-grant program that will provide 500 USDC each to 20 eligible early-stage projects, for a total of 10,000 USDC. Applicant projects must be mini-apps, prototypes, proofs of concept, or other early-stage technical experiments running on the Arc mainnet, and must submit a usable deployment link and a public code repository. The application deadline is October 14, and selected results are expected to be announced by October 21. The grant does not involve equity, transfer of intellectual property, or exclusivity requirements.
Bloomberg: Anthropic may launch IPO as early as mid-November, plans to meet potential investors on October 14
According to Bloomberg, people familiar with the matter said Anthropic is seeking to go public as early as mid-November and may begin formal IPO marketing in the week of November 9, aiming to begin trading before Thanksgiving on November 26, with completion still expected by the end of the year at the latest. The people said Anthropic plans to meet potential investors at its San Francisco headquarters on October 14 to prepare for its initial public offering (IPO).
The people said some potential investors believe Anthropic's reasonable valuation range is about $1.8 trillion to $2 trillion, and the company is expected to reach or exceed SpaceX in IPO size. Anthropic's 2025 revenue is about $4.6 billion, up from $386 million in 2024, but its net loss is close to $42 billion, of which more than $34 billion comes from changes in the fair value of liabilities, with operating losses exceeding $8 billion.
October 15
Macroeconomics:
At 4 a.m. on October 15, the Federal Reserve releases the Beige Book on economic conditions
The deadline for extended tax filing for the U.S. 2025 tax year is October 15, and crypto traders need to verify their filing information
The deadline for extended individual federal income tax filing for the U.S. 2025 tax year is October 15. The Internal Revenue Service (IRS) stipulates that this deadline applies to taxpayers who previously requested an extension and is not a new deadline specific to crypto assets; an extension only extends the time to file, not the time to pay taxes. For digital asset transactions in 2025, the Form 1099-DA provided by brokers may not include cost basis, and taxpayers still need to calculate the relevant gains or losses themselves and report them as required.
Project Updates:
Sonic Labs: Unclaimed tokens from the first and second season airdrops will be burned if still unclaimed by October 15
According to an official announcement released by Sonic Labs in April, about 32.69 million S tokens from the first and second season airdrops have not yet been claimed, and if they remain unclaimed by the deadline, they will be burned on October 15, 2026. Claims from the first season airdrop before April 18, 2026 will still incur a penalty, while claims from April 18 to October 15 can be made without penalty; claims from the second season airdrop before May 24 will incur a penalty, while claims from May 24 to October 15 can be made without penalty. Tokens not claimed after the deadline will be permanently burned.
Velodrome and Aerodrome are scheduled to upgrade to Aero on October 21, and xVELO must be bridged back to OP by October 15
Optimism ecosystem DEX Velodrome will merge and upgrade with Base ecosystem DEX Aerodrome into Aero on October 21. The initial chains have been confirmed as OP Mainnet and Ink. These two chains will continue VELO issuance and voting before launch, while the remaining chains will gradually stop token issuance and cross-chain support. Networks whose Gauges functionality has been or will be shut down include Celo, Fraxtal, Soneium, Unichain, Superseed, Metal, Mode, Swell, and Lisk. Among them, Celo, Fraxtal, Soneium, and Unichain still plan to retain trading and liquidity provision functionality after Aero launches, but will no longer provide Gauges, voting, or token issuance.
The official statement said that xVELO on all chains must be bridged back to OP Mainnet by October 15; Lisk assets must be withdrawn by October 31, and cannot be recovered after the deadline; except for OP Mainnet and Ink, staked LPs should unstake after Gauges are disabled. In addition, Superseed, Metal, and Mode are no longer actively maintained, and Swell has been taken offline.
Token Unlocks:
Sei (SEI) will unlock about 55.56 million tokens at 8 p.m. Beijing time on October 15, about 0.84% of circulating supply, worth about $3.7 million
Token Unlocks:
Starknet (STRK) will unlock about 127 million tokens at 8 a.m. Beijing time on October 15, about 3.37% of circulating supply, worth about $13.9 million
October 16
Policy and Regulation:
Thailand's SEC releases crypto ETF regulatory framework effective October 16, initially limited to Bitcoin and Ethereum
The Securities and Exchange Commission (SEC) of Thailand has issued 11 related announcements establishing the setup and regulatory framework for crypto ETFs, effective October 16. The rules require crypto ETFs to be passive funds tracking the price of a single crypto asset, with an average net exposure to that asset of no less than 80% of net asset value each fiscal year; initially, the only investable underlying assets are Bitcoin and Ethereum. Such ETFs will be listed and traded exclusively on the Stock Exchange of Thailand (SET), assets must be custodied by SEC-regulated digital asset custodians, and brokers may not provide margin financing for them. The SEC is also opening up mutual funds and private funds to invest in local crypto ETFs, but initially will not allow the issuance of depositary receipts and other alternative products related to overseas crypto ETFs.
Macroeconomics:
Federal Reserve Chairman Warsh will speak at the IMF Annual Meetings in Bangkok on October 16
According to the schedule of the IMF Annual Meetings in Bangkok, Federal Reserve Chairman Warsh will participate in a moderated conversation at the International Monetary Fund (IMF) Annual Meetings local time on October 16, corresponding to 11:30 Beijing time on October 16. Wall Street Journal reporter Nick Timiraos previously said this is a public appearance by a Federal Reserve official before entering the "blackout period" ahead of the October 27-28 monetary policy meeting.
Project Updates:
Singapore's MAS plans to introduce new stablecoin rules covering "cross-border recognition and prohibition of interest payments," with the consultation period ending October 16
The Monetary Authority of Singapore (MAS) plans to amend the Payment Services Act 2019 to introduce a stablecoin regulatory framework covering cross-border recognition, interest restrictions, and financial stability safeguards. The framework will cover single-currency stablecoins issued locally and pegged to the Singapore dollar or G10 currencies, and only licensed issuers may market their tokens as MAS-regulated stablecoins. MAS proposes allowing jointly issued stablecoins registered in Singapore to be included in the framework, provided risks are fully mitigated, and is considering limited recognition for a small number of foreign stablecoins subject to comparable overseas regulatory frameworks, especially for cross-border wholesale use cases. In addition, MAS plans to prohibit the payment of interest on MAS-regulated stablecoins and impose additional requirements on issuers such as stress testing, recovery, and orderly wind-down plans. The consultation period ends on October 16.
Ronin Waypoint will close its wallet on October 16, and users need to migrate assets in timeThe Ronin Waypoint wallet will soon cease service, and users need to complete asset transfers before the final migration deadline on October 16; otherwise, assets left in the Waypoint wallet may become inaccessible. This migration mainly involves users using social login, keyless, or MPC wallets.
Users can choose to migrate assets to Ronin Stash, which supports email or social login, or transfer them to Ronin Wallet, which is protected by a seed phrase. Users who only use seed phrase wallets are not affected by this migration. In addition, bAXS and Badges need to be handled separately through Axie's official migration page, and this operation can only be completed once. Officials remind users to confirm after migration that the target wallet has received the assets and to check whether any assets are still left in the Waypoint wallet.
Argentine crypto exchange Lemon exits the local market due to Brazil's excessively high regulatory capital requirements, and will automatically close all Brazilian accounts on October 16
Argentine crypto exchange Lemon announced that it will stop local operations due to Brazil's excessively high regulatory capital requirements. The platform will stop Lemon Card services on September 30 and will automatically close all Brazilian accounts on October 16. Lemon stated that applying for the crypto business license required by Brazil's central bank requires locking up a large amount of capital, which is disproportionate to the scale of its local business, so it decided to exit.
Token unlocks:
Arbitrum (ARB) will unlock approximately 92.65 million tokens at 8 PM Beijing time on October 16, about 1.56% of the circulating supply, worth approximately $18.4 million
October 17
Token unlocks:
Cronos (CRO) will unlock approximately 1.17 billion tokens at 9:03 AM Beijing time on October 17, about 2.33% of the circulating supply, worth approximately $69.5 million
deBridge (DBR) will unlock approximately 618 million tokens at 8 AM Beijing time on October 17, about 10.25% of the circulating supply, worth approximately $12 million
October 18
None