Real Vision 创始人 Raoul Pal 表示，资本正从 AI 板块轮动回加密市场。Raoul Pal 认为美元走弱是加密上涨的关键条件，更高的债券收益率和强势美元仍在限制流动性。若美元未能走低，次优情景是 AI 股票横盘，使资金继续轮动至加密。Raoul Pal 表示 AI 代理未来可能为以太坊和 Solana 带来更多业务，比特币可能错过 AI 代理产生的大部分加密经济活动。Raoul Pal 称 Solana 核心活动是投机，规模较小，以太坊资本集中度更高。（来源：彭博社）

Coinbase has included PONS and WHUF tokens in its listing roadmap.

The S&P 500 index rose 0.6%, breaking through its August high and setting a new intraday historical high. (Source: BIT)

The three major US stock indices collectively opened higher, with the Dow Jones up 0.36%, the S&P 500 up 0.47%, the Nasdaq Composite up 0.57%, the Nasdaq continuing to hit new highs, and the S&P 500 approaching its previous highs. Nvidia rose over 1%, continuing to reach a new high. Constellation Energy rose over 9% as the company reached an agreement with Google for 890 megawatts of nuclear power capacity. Option Care has risen by over 32%, and Macson and CD&R are close to reaching an acquisition of over $5 billion. AMD has risen by over 2%, and the company's CEO has stated that the company plans to significantly increase supply by 2027.

At the opening of the US stock market, the Dow Jones Industrial Average rose 195 points, the Nasdaq rose 160 points, and the S&P 500 index rose 0.46%.