The main force lacks confidence in the future market

Exodus will lay off 25% of its global workforce to reduce costs and shift its focus to stablecoin payments and card infrastructure. Exodus plans to build a full stack payment platform after acquiring Monavate and Baanx, which is expected to save $10 million to $13 million in cash operating expenses annually by 2027, with restructuring costs of $3.5 million.

According to CCTV News, the Iranian Islamic Revolutionary Guard Corps launched a three-stage attack on US forces in the region during the 23rd wave of operation codenamed "Victory 2". In the first stage, the Iranian Islamic Revolutionary Guard destroyed the US drone maintenance and repair facilities at the Sakir Air Base in Bahrain; In the second stage, the Iranian Islamic Revolutionary Guard attacked the target of Salman Port in Bahrain; In the third stage, the Iranian Islamic Revolutionary Guard Corps attacked the facilities of the US military base in Arivjan, Kuwait. The Iranian Islamic Revolutionary Guard Corps launched attacks using a large number of missiles and drones in retaliation for the US military actions.

Peter Brandt expects Bitcoin's current cycle to bottom out on October 4, 2026, and believes that Bitcoin will perform better than AI stocks in the next two to three years. Peter Brandt believes that the price of Bitcoin may fall below $50000 and enter the latter half of the $40000 range. Peter Brandt disagrees with the view that a bottom has been built around $60000. Peter Brandt tends to allocate 50% of his $10000 funds to Bitcoin and 50% to precious metals. Peter Brandt predicts that the top of Bitcoin's next cycle will occur in 2029, with a target price of $250000 to $300000, and believes that there is a possibility for Bitcoin to reach $1 million.

According to MSX.COM data, the AI chip sector in the US stock market rose, AMD、 Intel rose over 5%, Broadcom and Google rose nearly 3%, TSMC rose 2.6%, Nvidia rose 2.3%, and US stock computing rental companies Nebius and CoreWeave both rose over 7% at the beginning of trading.

[Morgan Stanley: AI Demand Causes Memory Supply Shortage, Storage Prices Rise Over 25%] Citrini analyst Jukan cited Morgan Stanley analyst Joseph Moore's view, stating that the memory shortage in data centers continues to worsen, with no relief in supply pressure in sight. Memory product prices in the third quarter have risen at least 25% compared to the second quarter of 2026, exceeding forecasts by Morgan Stanley and third-party institutions. The memory supply shortage is expected to intensify further in 2027 and 2028, as current market memory resources cannot meet the demands of the artificial intelligence industry. AI consumes a significant amount of DRAM capacity, impacting the production of consumer electronics such as PCs and smartphones.