Crypto Pulse—Trending Topics

Overview The U.S. Securities and Exchange Commission voted on October 1 to propose a tailored custody framework for crypto assets, finally putting a rule text behind a question that has hung over the asset management industry for three years: where registered investment advisers and regulated funds are actually allowed to keep client crypto. According to the agency's press release, the proposal sits under the Investment Advisers Act of 1940 and the Investment Company Act of 1940, would permit cr

Overview The 10-year Treasury yield touched 5% on September 14, a level it had barely visited since 2007, and that threshold serves as the benchmark for borrowing costs across the entire US economy. Yields have not retreated since. By September 29 the 30-year bond yield had climbed above 5.58%, trading at its highest since June 2002, while the 10-year held around 5.25%. That repricing is now reshaping both the discount rates applied to technology equities and the liquidity backdrop for crypto. W

Overview Robinhood said on September 29 at HOOD Summit 2026 that it plans to extend US equity trading across all seven days of the week, weekends included, with execution handled by Bruce ATS and the launch subject to regulatory review. This is not a routine feature release. According to Robinhood's announcement, weekend trading will begin with a curated list of stocks and ETFs across all account types, effectively filling the one gap left in its existing 24 Hour Market, which already runs from

Overview Jabil (NYSE: JBL) delivered a quarter that was difficult to fault on September 30. Fourth-quarter revenue and core earnings per share both cleared the top end of guidance, and the fiscal 2027 outlook landed above Wall Street consensus. The share price went the other way. Trading data compiled by GuruFocus shows JBL closing at $286.86, down about 10% on the day, after an intraday decline that at one point exceeded 6%. Yahoo Finance reported that shares were already off around 4% in pre-m

Overview HPE (NYSE: HPE) put two things in front of investors on the same morning, September 30: a $1.2 billion order from cloud infrastructure provider Vultr, and a substantial upgrade to its long-term networking growth targets. The reaction was immediate. TipRanks reported that HPE shares jumped more than 7% in Wednesday morning trading. The order matters for reasons that go beyond its size. It is the first commercial order for AMD's Helios rack-scale AI platform, and every rack ships with HPE

Overview The Bureau of Labor Statistics reported on September 29 that US job openings fell to 7.079 million at the end of August, below the 7.225 million economists had forecast, with July revised up to 7.335 million. Taken on its own, that headline reads like a labor market losing altitude. The hiring, quits and layoffs figures in the same release tell a different story. The sentence worth carrying away is this: the US labor market is cooling, not cracking. Employers have grown cautious about a

Overview A prospectus that has never been published has given the market its first clear look at the size of the bill the industry's most closely watched AI lab has signed. According to Reuters, which reviewed the confidential IPO filing, Anthropic expects to spend at least $518 billion over roughly a decade building AI infrastructure with six partners, and about 80% of that amount is either non-cancelable or payable regardless of usage. The figure matters to the whole supply chain because it is

Overview Micron Technology (Nasdaq: MU) closed its fiscal 2026 on September 30 with fourth-quarter revenue of $54.23 billion and adjusted earnings of $33.42 per share, both ahead of Wall Street estimates and above the high end of the company's own guidance. Guidance for the current quarter points to revenue of about $61.5 billion at the midpoint, which would mark another sequential record. The number that reframed the conversation, though, was neither of those. Management disclosed that financia

Overview For anyone with a balance stuck on Bitget, only one question has mattered over the past six days: when can the money move. At 18:31 UTC on September 24, the exchange's security systems detected unauthorized transfers from some of its hot wallets, and withdrawals were suspended platform-wide. Trading and deposits kept running, but a closed withdrawal channel means a balance that looks intact on screen and cannot leave the venue. That question now has a dated answer. Under the phased resu

Overview The Bureau of Labor Statistics publishes the September employment report on Friday, October 2 at 8:30 a.m. Eastern Time, a date confirmed on its release calendar. What makes this particular print unusual is where it lands in the policy cycle. The Federal Reserve delivered its first rate increase in more than three years on September 16, and traders are now split almost evenly on whether a second one arrives in October. Markets have already written that tension into prices. The 10-year T