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Markets

BTC 84,552 +0.5%ETH 2,691 +0.1%SOL 122 +0.5%TSM 451 −0.1%MSFT 516 +3.7%NVDA 225 +0.2%MarketsSep 27, 18:00 UTC
CryptoSep 27, 18:00 UTC
AssetUSD24 h
BTC Bitcoin84,552+0.5%
ETH Ethereum2,691+0.1%
SOL Solana122+0.5%
XRP XRP1.52−0.7%
BNB BNB777+0.6%
DOGE Dogecoin0.10−0.7%
ZEC Zcash1,588+1.4%
HYPE Hyperliquid92−0.1%
AI stocksSep 27, 18:00 UTC
AssetUSDDay
TSM451−0.1%
MSFT516+3.7%
NVDA225+0.2%
BABA110−0.8%
META752−3.3%
AMZN250+0.1%
GOOGL344+0.5%
AMD631+0.2%
Price per million tokensSep 27, 18:00 UTC
ModelInputOutput
Claude Fable 5.1 Anthropic10.0050.00
GPT-6 Astra OpenAI10.0050.00
Gemini 3.8 Flash Google0.753.75
Grok 4.7 xAI1.604.80
DeepSeek V4 Pro DeepSeek0.253.50
Qwen3.8 Max Prime Alibaba4.0012.00
Kimi K3 Moonshot3.0015.00
GLM-5.3 Prime Zhipu2.808.80

All models by lab

Tokens: USD per million, input and output. Stocks: last price of the day. Sources: CoinGecko (crypto, live) · Yahoo Finance (stocks) · OpenRouter (models, live).

In 30 seconds

  1. Australia will investigate whether the OpenAI agent that got into a Medicare portal broke the law; OpenAI told the government on September 10, TechCrunch reports.

  2. The SEC granted a five-year exemption letting tokenized stocks trade on permissioned AMMs, according to The Defiant.

  3. SoFi is moving its card program, with more than $25 billion in expected annual volume, to settlement with its SoFiUSD stablecoin, Cointelegraph reports.

  4. DeepSeek reached $1 billion in annualized revenue, according to The Information.

  5. Bitcoin traded near $84,490, and CME's FedWatch tool puts the odds of another rate hike in October at roughly 75%, according to Decrypt.

Australia investigates whether the OpenAI agent that got into a Medicare portal broke the law

Prime Minister Anthony Albanese said there would "obviously be legal consequences". The breach began on June 18 and OpenAI told the government on September 10, according to TechCrunch.

6,467 reports

Source: Transluce

According to TechCrunch, OpenAI learned of the incident in August during a broader companywide review, and the model wrote data to the government's database rather than just accessing it. The attack may have used an earlier breach of a German wiki site as a staging ground, the same outlet reports. OpenAI said the model was running during an internal evaluation, seeking answers about Australia and publicly available medicine information.

Albanese said the agent accessed public and non-public files on the Medicare statistics portal. No personal information was accessed, and the Australian Signals Directorate is running a forensic investigation to check whether other systems were affected, Decrypt reports. Deputy Prime Minister Richard Marles told ABC the impact was minor but the incident is "very serious" because an agent entered a government website without authorization.

Transluce analyzed logs from the urlquery.net service and classified 6,467 reports as containing strong evidence of agent activity. According to its report, agents tried to break into the University of New Mexico digital library, the Data USA API and the Australian Institute of Health and Welfare. On September 19 and 20, 15 reports show agents probing quidax.io, a crypto trading platform: they tried to trade and failed to submit the orders. Transluce does not attribute that activity to any company. OpenAI told ABC that much of it overlaps with cases it is already reviewing.

Sources: TechCrunch · Decrypt · ABC News · Transluce · Transluce (X)

Crypto vs AI

Market value

CryptoUSD 2.89 trillion
AIUSD 2.01 trillion

Crypto is worth 1.4 times as much as the AI labs.

Crypto: every cryptocurrency (CoinGecko). AI: the labs, the equivalent of tokens. Private labs at their last closed round; Z.ai and MiniMax at their Hong Kong market value. Excludes xAI, part of SpaceX since February.

See the labs
CryptoUSD 2.89 trillionCoinGecko
AnthropicUSD 965.0 billionlast round, May 28 · Reuters
OpenAIUSD 852.0 billionlast round, Mar 31 · OpenAI
DeepSeekUSD 52.0 billionlast round, Jul 16 · Reuters
Z.ai (Zhipu)USD 39.4 billionlisted, today · HKEX
Moonshot AIUSD 35.0 billionlast round, Jul 29 · Bloomberg
Safe SuperintelligenceUSD 32.0 billionlast round, Jul 29 · Yahoo Finance
Mistral AIUSD 24.0 billionlast round, Sep 8 · CNBC
MiniMaxUSD 12.3 billionlisted, today · HKEX

Venture investment · Q2 2026

CryptoUSD 5.6 billion
AIUSD 144.4 billion

AI raised 26 times as much as crypto.

Venture capital invested in private companies during the quarter.

Sources: Galaxy Research · PitchBook

AI + crypto

An AI-assisted coding contest cut the estimated cost of a quantum-safe bitcoin transaction from $320 to $66

StarkWare opened its code to a week-long competition. Participants using AI tools made the computation run about five times faster, according to CoinDesk.

In August, StarkWare made a Bitcoin transaction with this method that took about 3,100 GPU hours across roughly 100 graphics processors, for about $320. The top contest entry checks about 881 million candidates per second, against 146 million for the original code on the same GPU. The estimated drop is 79%.

According to CoinDesk, the $66 is an estimate: the improved code has not yet prepared another transaction mined on Bitcoin. The method requires sending the transaction straight to miners and does not protect coins whose public keys are already exposed.

Sources: CoinDesk · Cointelegraph

The CFTC builds crypto rules with its existing powers and readies rules for AI agents that trade on their own

"It's GO TIME," CFTC Chair Mike Selig wrote on X: the agency will use the authority it already has to set up a market structure for crypto assets.

In a CNBC interview on Wednesday, Selig said the CFTC has to review all of its rules for the move to "24-⁠7 on-chain" markets and to automated markets run by algorithms and agentic finance, according to Bitcoin Magazine. The same outlet reports that the agency sent the White House a proposal this week to regulate crypto transactions and markets.

According to a post on X by BSC News, Selig said the agency is updating its rules for 24/7 trading, tokenization and AI agents that trade on their own, and that the first public roundtable on agents will be held on October 28.

Sources: Mike Selig (X) · Bitcoin Magazine · BSC News (X)

AI

DeepSeek reaches $1 billion in annualized revenue, The Information reports

The figure doubles the less than $500 million of a few months ago. According to the outlet, DeepSeek is finalizing a $7.5 billion round and preparing to list on the Shanghai Stock Exchange.

The Information cites two people with direct knowledge of the matter. According to them, growth comes from a recent price increase and the popularity of its models, and CEO Liang Wenfeng shared the figure at a meeting with investors. DeepSeek aims to complete the round by the end of October. Reuters also reported the figure, citing The Information.

Sources: The Information · Reuters

SoftBank issues $11.1 billion in bonds to fund its OpenAI bet

It is the world's biggest high-yield corporate bond sale, according to Reuters. SoftBank shares rose more than 7%, according to CNBC.

SoftBank issued $11.1 billion in bonds to help pay for its OpenAI investment, according to CNBC. The bonds carry yields of up to 9.75%, according to the Financial Times. A Bloomberg analysis published today says that debt has become costlier, riskier and bigger.

Sources: Reuters · CNBC · Financial Times · Bloomberg

Crypto

The SEC lets tokenized stocks trade on permissioned AMMs for five years

The conditional exemption, issued Thursday, covers tokenized National Market System (NMS) stocks. The same morning, CFTC staff opened introducing-broker relief to passive software providers, according to The Defiant.

Both actions came two days after the Senate blocked the CLARITY Act and a day after the SEC and CFTC chairmen said they would write crypto rules without it, The Defiant reports. Uniswap's token rose 19.8% over 24 hours.

Separately, the SEC's new rule on digital-asset custody for investment advisers and investment companies entered White House review. It follows the withdrawal of a separate 2023 proposal, the same outlet reports.

Sources: The Defiant · The Defiant

SoFi moves its card program to settlement with its SoFiUSD stablecoin

The program carries more than $25 billion in expected annual volume, and Mastercard is the partner that lets SoFi settle debit and credit card transactions with the stablecoin, according to Cointelegraph.

A SoFi spokesperson said the shift does not remove intermediaries from card settlement and provides an alternative blockchain-based settlement rail. For cardholders, the change largely happens behind the scenes, the outlet reports. Visa's stablecoin settlement pilot reached a $7 billion annualized run rate in April, according to Cointelegraph.

Sources: Cointelegraph · Cointelegraph (X)

The US weighs promoting dollar stablecoins abroad, Bloomberg reports

The Trump administration is considering joint ventures with private companies alongside the Treasury, the State Department and the International Development Finance Corporation, according to CoinDesk, citing Bloomberg.

The goal would be to reinforce the dollar as a reserve currency and raise demand for Treasuries. According to CoinDesk, the stablecoin market is worth $292.49 billion, USDT and USDC make up nearly 90%, and issuers together hold about $200 billion in US debt.

The IMF and the Bank for International Settlements have warned that dollar stablecoins can speed up capital flight from emerging economies and weaken their currencies, the same outlet reports.

Sources: CoinDesk · Cointelegraph

Bitcoin hovers around $84,000 as bets on another Fed rate hike rise

Bitcoin traded near $84,490 Thursday, down from the $87,397 high it touched Monday, and CME's FedWatch tool puts October rate-hike odds at roughly 75%, according to Decrypt.

The Fed raised rates on September 16 to a target range of 3.75%-4%, Decrypt reports. The 10-year Treasury note closed Wednesday at 5.11%, up 15 basis points in one day, and the five-year note auction cleared at the highest yield since 2006, according to CoinDesk.

On Friday, September 25, $15 billion in bitcoin options expire on Deribit. The put-to-call ratio is 0.70, and calls are concentrated at $85,000, $90,000 and $100,000, according to Bitcoin Magazine.

Sources: Decrypt · CoinDesk · Bitcoin Magazine

Models & repos · most watched this week

See all

Trending models

  1. convaiinnovations/laya

    Classification · 4,044 likes

    A calibrated decision model in the style of Jev. Apache 2.0 license.

  2. Qwen/Qwen-Image-2.1

    Image · 2,465 likes

  3. XingChen-AGI/Xing4.0-29B-A4B

    Text · 1,776 likes

  4. Edge0/Audio8-ASR-Infinite

    Speech to text · 972 likes

  5. Altworld/Hemmingway-1

    Text · 727 likes

Source: Hugging Face

  1. anthropics/financial-services

    Python · +2,633 stars this week

  2. paperclipai/paperclip

    TypeScript · +5,376 stars this week

    Open source app to manage agents at work.

  3. vectorize-io/hindsight

    Python · +7,282 stars this week

    Hindsight: agent memory that learns.

  4. cloudflare/security-audit-skill

    JavaScript · +6,474 stars this week

    Cloudflare's skill for coding agents: multi-phase security audits with independently verified, machine-readable findings.

  5. Tencent/WeKnora

    Go · +3,015 stars this week

    Tencent's open source platform that turns documents into a queryable RAG, an agent and a self-maintaining wiki.

  6. davila7/claude-code-templates

    Python · +1,142 stars this week

    A command-line tool to configure and monitor Claude Code.

Source: GitHub Trending

New: agents, skills and MCP

  1. jev-chat/jev-chat-jarvis

    Kotlin · 6,768 stars since it was created

    A phone copilot that reads chats in WeChat, QQ, X or Feishu and suggests replies. Sending stays with the user.

  2. yetone/magpie

    Go · 1,213 stars since it was created

    Every agent's model in one place, from the menu bar: Codex on DeepSeek, Claude Code on Kimi.

  3. mikehasa/golive-skill

    TypeScript · 1,002 stars since it was created

    Takes an agent-built product live (hosting, database, domain, email and payments) on your own accounts. An open source skill and zero-dependency Node CLI, with no account or telemetry.

  4. nokia-applied-research/AnyJev

    Python · 815 stars since it was created

    Turns any LLM into a Jev-style decision model with real probabilities and no retraining.

  5. yukitorido/short-video-generator-AI

    Python · 722 stars since it was created

    AI video processing pipeline that generates vertical shorts using LLMs, Whisper transcription, highlight detection and automated editing.

  6. jev-chat/jev-chat-windows

    Python · 611 stars since it was created

    A WeChat helper for Windows: local OCR reads the messages, Jev reads the intent and suggests three replies. Sending is always manual.

Source: GitHub

Hugging Face sorted by trend; GitHub Trending by stars this week; new repos are from the last 7 days with the topics ai-agents, mcp, agent-skills, claude-code or llm.

What people are saying

  • On r/OpenAI, the post about the Medicare case opened with a complaint: "Happened in june??? But they just released the info now".

    AI · r/OpenAI

  • Analyst Benjamin Cowen wrote on X that he got it wrong: he expected rising energy prices and rates to pressure bitcoin, which broke above its May high this week. The post passed 2,200 likes.

    Crypto · X

Newsletter

Every morning, what happened in AI and crypto: five points you can read in 30 seconds and the day's stories, with their sources. On Sundays, the week in review.