幣圈脈動——市場觀點

Altcoin spot trading activity approached four times Bitcoin spot volume in late September 2026. According to Glassnode data summarized in a MEXC market report on September 29, the ratio reached its highest relative level since September 2025.Market participation also broadened. Glassnode reported that 72.5% of the altcoins it tracks outperformed Bitcoin during the latest one-week period. During the August 2026 market squeeze, the comparable share reached only 39%.The increase from 39% to 72.5% r

The Indonesian government raised IDR28.8 trillion from an auction of nine government debt securities on September 29, 2026. Total incoming bids reached IDR42.8687 trillion, while the indicative auction target was IDR30 trillion.The accepted amount was only 4% below the indicative target, but the government rejected approximately IDR14.07 trillion of submitted bids. The decision shows that funding needs were not the only consideration. The government also assessed the yields requested by investor

IntroductionRXO, Inc. (NYSE:RXO) shares surged more than 22% on Monday, October 5, 2026, after C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) agreed to acquire the tech-enabled truck brokerage in a cash-and-stock transaction valued at about $5.8 billion. The offer works out to an implied $30.25 per RXO share, a 29% premium to Friday's close, and it creates a combined logistics company with an enterprise value above $25 billion. The market's verdict on the two sides could not have been more differen

IntroductionPTC Inc. (NASDAQ:PTC) shares surged 33% on Monday, October 5, 2026, after Schneider Electric SE (EPA:SU) agreed to acquire the Boston-based industrial software maker in an all-cash deal worth $22.6 billion. The $205 per share offer represents a 42.3% premium to Friday's closing price of $144.03, and it turns what had been a lagging software stock into a merger-arbitrage situation almost overnight. The announcement confirmed reports from the Financial Times that surfaced on Sunday, wh

IntroductionNVIDIA Corporation (NASDAQ:NVDA) has pushed to a fresh all-time high just days after its board approved the largest share repurchase increase in corporate history. The $150 billion addition, announced on September 28, 2026, lifted the company's remaining authorization to $235 billion through fiscal 2028 and set off a steady climb that carried the stock above its May peak. On Monday, October 5, 2026, shares closed at $238.90 after touching an intraday high of $240.10, a level that sit

IntroductionBlock, Inc. (NYSE: XYZ), the company behind Square and Cash App, closed at $74.33, up $0.29 or 0.39% on the day. That small daily gain sits inside a choppier picture: the stock is down 3.76% over the past month and essentially flat over the past year at negative 0.16%. The timing is notable, since Block just kicked off its biggest Bitcoin consumer advertising push yet, and the chart is showing signs of a stock trying to find its footing after a rough few weeks.This XYZ technical anal

IntroductionJPMorgan Chase (NYSE: JPM) closed at $332.38, down $0.80 or 0.24% on the day, after a one month stretch that has pulled the stock back 7.02% from its late September peak above $360. The bank reports Q3 2026 earnings before the market opens on October 13, and the chart is giving mixed signals right as that date approaches. Add in a vocal CEO weighing in on Europe's economy and a bond market that JPMorgan's own strategists are watching for signs of fatigue, and there is a lot for chart

IntroductionIREN Limited (NASDAQ: IREN) has turned into one of the most debated names in the AI infrastructure trade. The company, which began as a Bitcoin miner, is racing to convert its power-rich data center sites into AI cloud computing capacity. Wall Street mostly likes the story, with an average price target near $77 to $81, but the chart tells a rougher tale: IREN stock has fallen more than 42% from its 52-week high of $76.87 and currently trades at $41.76, up 2.73% at the last close.So i

Blast, the Ethereum Layer 2 that once attracted more than $2 billion in TVL before its mainnet even launched, has announced plans to shut down the network after concluding that its operating costs now exceed the revenue generated by the blockchain.In an announcement on October 2, 2026, Blast said it no longer sees a credible path to returning the network to economic sustainability. The project is asking users to move their assets back to Ethereum mainnet, with the standard withdrawal interface r

DogeOS officially launched the Chikyū public testnet on September 30, 2026, bringing an Ethereum Virtual Machine-compatible environment to the Dogecoin ecosystem. Developers can deploy smart contracts and experiment with applications such as trading, lending, stablecoins, and gaming, while DOGE is used as the native currency to pay network fees.An important distinction is that these smart contracts do not run directly on Dogecoin Layer 1. DogeOS operates as a separate application layer built aro