Crypto Pulse

Overview At 08:00 UTC on September 25, roughly $16 billion of Bitcoin options settled on Deribit, clearing out more than a third of the venue's outstanding Bitcoin options exposure in a single half-hour window. Positioning did not reset into calm afterwards. It rolled forward, and the market immediately began pricing the next set of dates. Expiries matter not because of what happens on the day itself but because they are among the few liquidity events that can be known in advance: the contract c

Overview Bitcoin just closed its strongest quarter since 2024, and the derivatives market spent that same stretch shedding exposure. CoinDesk, citing CoinGlass data, reported on September 28 that coin-denominated futures open interest had fallen to roughly 652,000 BTC, near its lowest level of the year and well below the 800,000 peak set in early 2026. Perpetual funding rates across major venues had flipped negative at the same time, averaging about minus 0.3% on an annualized basis. A rally run

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

The Meme Stock narrative has taken over the crypto market in recent months, fueling the rise of launchpads such as Flap.sh on BNB Chain and Pons on Robinhood Chain. Now it is Solana's turn, and the name leading the charge is StonkFun.In less than two months, StonkFun has pulled off what many challengers before it could not: it out-earned Pump.fun, the undisputed king of memecoin launchpads, in daily revenue, burned around 18% of its native token supply, and pushed its market cap from a few milli