Capital Group's Growth ETF increased its holdings of Strategy by 535300 shares, bringing its holdings to 2.19 million shares, valued at approximately $336 million. The ANCFX fund under Capital Group, with a management scale of $3.3 trillion, holds 10.33 million shares of Strategy worth approximately $1.78 billion.

US President Trump has stated that the Federal Reserve hopes the country's economy will perform poorly, and has praised Federal Reserve Chairman Kevin Walsh for doing well, while also noting that other members of the Federal Reserve prefer weaker economic performance. Finance Minister Besant said that inflation was at a high level due to the energy shock. After the Iranian conflict was resolved, the energy supply would be normalized and inflation would move closer to the goal of the Federal Reserve, thus driving down the mortgage interest rate and the yield of 10-year US treasury bond bonds.

The minutes of the Federal Reserve's September monetary policy meeting showed that all officials support raising the target range for the federal funds rate by 25 basis points to 3.75% to 4.00%, and most officials believe that another rate hike before the end of the year is appropriate. Officials generally believe that inflation risks are biased towards an upward trend, and some officials point out that the construction of AI infrastructure may cause mid-term total demand to exceed total supply. AI interpretation: The Federal Reserve clearly conveyed a hawkish policy stance through its minutes, emphasizing the urgency of fighting inflation over economic growth pressure. Officials' concerns about the risk of rising inflation dominate, directly blocking the policy space for a short-term shift towards easing. The sustained interest rate hike path aims to suppress aggregate demand by tightening the financial environment, ensuring that the price level returns to the target range. The market must recalibrate its expectations for peak interest rates, and a high interest rate environment will be maintained for a longer period of time to completely eradicate inflationary stickiness.

Wintermute sold 619.59 BTC worth $51.7 million through Binance; BlackRock's IBIT ETF bought and received 1426.47 BTC worth $119 million from Coinbase Prime.

The US government transferred 94.15 million USDTs from FTX/Alameda to Coinbase Prime, with a cumulative transfer amount of $566 million within a few hours.