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Ethereum is testing how much cheaper block space it can safely create

Ethereum has prepared to test a 200 million gas limit on Sepolia under the Glamsterdam upgrade, putting more than three times the networks previous block capacity through a public test before developers decide what could eventually work on mainnet.　　According to Prysm‘s Oct. 5 release notes, validator client version 7.2.1 has added Sepolia’s new gas limit schedule so validators automatically propose blocks using the 200 million setting once Glamsterdam activates. The upgrade is scheduled for Oct. 6 at 13:53:36 UTC.　　Prysm 7.2.0 supported the Sepolia fork but was released before the 200 million setting was added to Sepolias configuration. Validators using that version would default to 60 million gas after activation unless operators manually changed their proposer settings.　　Version 7.2.1 removes that extra step by adding the schedule directly to the client. Operators can still choose another limit through proposer settings, the keymanager API or Prysms suggested gas limit option.　　The timing matters for what developers are trying to measure on Sepolia. A mix of validators proposing blocks at 60 million and 200 million gas would give the network less consistent exposure to the larger blocks that Glamsterdam is designed to test.　　Ethereum is testing how much block space validators can handle　　Sepolias move from roughly

10-06انڈسٹری

Polymarket V2 could change how users bet on events

Polymarket has begun production testing of Protocol V2 ahead of a tentative Nov. 2 switch for newly created markets, replacing its 2019-era Gnosis CTF market architecture with a single ERC-1155 position system, pUSD collateral and modular resolution.　　SummaryPolymarket Protocol V2 will start handling new markets on November 2 after October canary testing.V2 replaces legacy Gnosis CTF adapters with one ERC-1155 position system and unified pUSD collateral.UMA and Chainlink can feed outcomes through Polymarkets new modular OracleAggregator settlement layer for markets.Polymarket says existing CTF holdings will remain unchanged while new V2 positions use separate contracts.Data API V1 retires October 24, giving developers nine days before the planned V2 switchover.　　Polymarket protocol head Rajath Alex said on Oct. 5 that canary markets would run in production through Oct. 30 before net-new markets “tentatively” begin moving to Protocol V2 on Nov. 2. Existing CTF markets and positions will not automatically migrate to the new contracts.　　Polymarket V2 rebuilds how positions are created　　Polymarket‘s existing market system traces back to Gnosis’ Conditional Tokens Framework from 2019. As new market formats were introduced, separate adapters and contracts were added for functions including negative-risk markets, collateral handling and resolution.　　Protocol V2 removes much of that structure. Polymarkets official code repository describes

10-06انڈسٹری

Binance now lets users turn stocks into on-chain tokens

Binance has put fresh attention on a feature that lets eligible users convert supported stock positions into bStocks at a 1:1 ratio and move them back into stocks when needed.　　SummaryBinance lets eligible users convert supported stocks into bStocks at a 1:1 ratio without fees.bStocks are tokenized securities backed 1:1 by underlying shares held through regulated third-party custody arrangements.Users can convert bStocks back into stocks, but the process requires an eligible Stock Account.bStocks trade around the clock and can be withdrawn to compatible BNB Smart Chain wallets.U.S. persons cannot access bStocks, which Binance offers under approved ADGM prospectuses to eligible users.　　Binance said in an Oct. 6 post on X that its Stocks and bStocks products are “connected,” directing users to its existing conversion guide. The exchanges FAQ states that Nest Trading Limited handles conversions between supported stocks and corresponding bStocks at a 1:1 ratio with no conversion fee.　　The Oct. 6 post does not introduce a new conversion service. Binance announced bStocks in June with the same 1:1 stock conversion feature, alongside 24/7 spot trading and withdrawals to compatible wallets.　　Stocks and bStocks, connected. ????　　With 1:1 conversion, eligible users can move between supported stocks and bStocks – with the flexibility to convert back

10-06انڈسٹری

Dan Ives Says Nvidia Fuels AI Market, But What If It Has a Lehman Moment？

Nvidia (NVDA) reached a record $5.78 trillion intraday market value on Monday, and tech analyst Dan Ives says Wall Streets numbers for the chipmaker are probably 25% to 30% too low.　　Yet Nvidia, the artificial intelligence (AI) bellwether, leads 10 stocks that make up about 39% of the S&P 500. A stumble could reach well beyond chip investors.　　Sponsored　　Sponsored　　How Strong Is the Bull Case for Nvidia？　　Ives is a partner and senior managing director at merchant bank Yorkville Ives & Co. He told CNBCs Closing Bell that Asian checks show chip demand at 13 to 14 times supply.　　“…its the one chip in the world fueling the AI revolution.”　　Dan Ives, CNBC　　Michael Burry, the investor behind The Big Short, disagrees. He holds Nvidia put options through September 2027 and says the AI bubble could burst early.　　Sponsored　　Sponsored　　However, Singapore‘s DBS Group told Bloomberg Nvidia trades at 17 times forward earnings, versus Cisco’s 100 before the crash.　　Could Nvidia Have Its Lehman Moment？　　Lehman Brothers shows how one failure can freeze credit. Its $639 billion bankruptcy in September 2008 was then the largest one-day market loss.　　Nvidia invests in customers that buy its chips. In August, it announced preliminary agreements with six financial firms for about $500 billion in customer financing,

10-06انڈسٹری

Why Bitcoin Could Target $96.7K as On-Chain Money, Not Leverage, Leads the Rally

Bitcoin (BTC) is trading around the $85,000 sell wall as leverage cools and new on-chain money arrives, according to Glassnode. That mix could put $96.7K in play.　　The same report shows profit-taking running well above its normal range. Here is what each signal measures and what it implies for the path to $96.7K.　　Sponsored　　Sponsored　　Why Did the $85K Bitcoin Sell Wall Matter？　　A sell wall is a cluster of resting sell orders in one price zone. Buyers must absorb all of it before price can climb through.　　Glassnode flagged one at $85,000 to $85,500 in its latest report. ETF inflows had faded and trading volume was low.　　bitcoin:native trades near $86k after a Sunday rally lifted the weekly close about 2% higher. Derivatives positioning eased back into its normal range and ETF inflows cooled, while on-chain activity, new capital and profit-taking all run hot.https://t.co/cNfJRo49ej pic.twitter.com/b1tB2JT0lu　　— glassnode (@glassnode) October 5, 2026　　A week earlier, Glassnode named the next major resistance near $96.7K, the mean Market Value to Realized Value (MVRV) price.　　MVRV compares Bitcoin‘s market cap with the value of coins at the price they last moved. It works as a gauge of holders’ standing against their cost basis.　　A Sunday rally on Oct. 4 lifted the weekly close about

10-06انڈسٹری

Nike Is Down 47% But AI Agents Could Make Its Next Problem Worse

Nike shares have fallen 47% this year. Retail CEO Jan Kniffen says AI agents could steer shoppers away from legacy brands.　　Nike already faces shrinking sales. Revenue fell 4% in the latest quarter, and the company guided to a high-single-digit drop this fiscal year. Now, AI‘s disruption continues to stretch into different area’s include a Wall Street powerhouse.　　Sponsored　　Sponsored　　Who Controls the Shelf When AI Agents Do the Shopping？　　Kniffen, CEO of J. Rogers Kniffen Worldwide Enterprises, appeared on CNBCs Power Lunch. He said AI agents will soon pick and buy products for shoppers.　　A shopper who asks for running shoes, not Nike, may never see the brand first. Rivals such as Hoka or On could win on fit and price.　　Meanwhile, the hosts questioned the idea, noting a wrong pick means a return and extra hassle.　　However, Kniffen said inertia could shield brands, because many shoppers still ask for Nike by name.　　Nike has not sat out the shift. ConsumerGoods reported in May that Nike planned to sell inside Googles Gemini chatbot and AI Mode search from June. Still, the agent could pick a rival.　　Sponsored　　Sponsored　　Does Scale Win the Agent Era？　　Kniffen argued that big players eventually win, as Amazon and Walmart did after the internet boom. He called

10-06انڈسٹری

Dan Niles Backs Alphabet and Meta as Google Cloud Grows Over 80%

Dan Niles, founder of Niles Investment Management, says he still likes Alphabet and Meta Platforms. He cites Google Cloud growth above 80% and Metas Muse AI agent as Nvidia nears a $6 trillion valuation.　　Nvidia set a record high on October 2, which shows how much investors will pay for AI chips. The harder question is who earns a return on the AI spending behind them.　　Sponsored　　Sponsored　　Why Does Dan Niles Still Like Meta After the Rally？　　Niles first flagged Meta on September 7, when the stock was down about 7% year to date, he said.　　Meta has had a recent spike in its stock price. Image Source: Trading View　　Meta launched Muse, an agent that browses the web and completes tasks for users, on September 8. Niles says the app now ranks above ChatGPT on the App Store.　　Google, Microsoft, and Amazon already rent out AI computing power through public clouds. Meta, however, does not, and Niles sees a cloud arm as its next way to monetize AI spending.　　He likes the stock less than in September after the run-up. Even so, he still sees momentum, and JPMorgans Meta price target rose to $920 from $820 last month.　　Sponsored　　Sponsored　　Can Google Cloud Growth Outweigh the Search Worries？　　Alphabet reported on

10-06انڈسٹری

Benjamin Cowen Says Yields Could Fall After Midterms With a Potential Boost for Bitcoin

Analyst Benjamin Cowen expects the 10-year Treasury yield to peak before mid-November, after it touched 5.342% on October 1. That could ease pressure on Bitcoin (BTC) and other risk assets.　　The reading was the highest since early 2002. Meanwhile, the Federal Reserve (Fed) raised interest rates in September.　　Sponsored　　Sponsored　　Why Does Benjamin Cowen See a Yield Peak Around the Fed Meeting？　　Cowen said history supports his timing. Historically, the 10-year yield topped between early October and mid-November in 2018 and 2022, the last two midterm election years.　　Yields then fell from mid-November through December in both years. However, Cowen concedes the pattern is not exact.　　He had flagged 5% as a soft target. It has since overshot that level, and he says 5.4% to 5.6% remains possible.　　He expects peak fear around the Feds October 28 meeting. Cowen said the odds of an October hike fell from 64% to 17.7% in a week.　　In his reading, that drop is part of the problem. He argues yields are climbing partly because bond traders fear the Fed will tighten too little.　　Sponsored　　Sponsored　　Cowen says the Fed can justify holding off by citing soft inflation and a soft labor market. The weak September jobs report showed just 29,000 new jobs.　　A bad inflation report

10-06انڈسٹری

Jeff Kilburg Backs 2 Tech Picks Even When They Trade Above Analyst Targets

CNBC contributor Jeff Kilburg is buying Fortinet and Cloudflare for the fourth quarter, though both trade above analyst targets. By his count, only Arista, his third pick, sits roughly 20% below its target.　　The KKM Financial founder pitched the trio on CNBCs The Exchange as a way to profit from AI spending. He also conceded Cloudflare does not make money.　　Why Buy Stocks Trading Above Analyst Targets？　　Kilburg calls the trio a way to play AI spending without owning hyperscalers, the cloud giants buying the chips.　　Sponsored　　Sponsored　　By contrast, Arista, which sells data center networking gear, is up about 58% this year, he said. He points to operating margins near 50% and says hyperscalers will not skimp on networking.　　Fortinet, a cybersecurity vendor, is up 130% this year and trades at about 53 times projected earnings, he said. He already holds CrowdStrike and Palo Alto Networks, so Fortinet adds diversification rather than a new theme.　　Cloudflare, which routes and secures internet traffic, trades above a $350 target, Kilburg said. He put its forward price-to-earnings (P/E) ratio near 300. However, host Kelly Evans cited 246.　　Evans likened the multiple to Netflix‘s early years, when that stock’s earnings also looked hard to defend.　　Can 29% Earnings Growth Outweigh a 5.3% Yield？　　Kilburgs

10-06انڈسٹری

Coinbases Brian Armstrong Celebrates New Startups in Base

Brian Armstrong, CEO of Coinbase, recently congratulated the teams selected for Base Batch 004 in a tweet. He encouraged those who were not selected to continue building, reflecting on his own experiences with numerous startup ideas before the success of Coinbase. This statement emphasizes the importance of perseverance in the competitive startup ecosystem, especially in the crypto sector. You can view his tweet here.　　The Story So Far　　In the broader context of the cryptocurrency market, which is currently showing mixed signals, Armstrongs acknowledgment of new startups is a reminder of the ongoing innovation in the space. His comment highlights the importance of nurturing new ideas, especially as the market fluctuates. As companies and projects adapt, support for startups becomes increasingly vital in sustaining growth and innovation in the crypto landscape.　　What We KnowCoinbase‘s Brian Armstrong congratulates teams chosen for Base Batch 004. He encourages others to keep building despite not being selected. Armstrong’s own journey includes trying about 10 different startup ideas before Coinbases success. The focus remains on the importance of perseverance in the startup ecosystem. This sentiment resonates with many in the crypto industry, especially during uncertain times.

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