James Bowater | Veldris | The Digital Commonwealth

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Thursday 29th October 2026 Headlines: (1) Fed Holds at 3.75 Percent to 4.00 Percent in a 10 to 2 Vote as Cook and Hammack Dissent for a Hike and December Odds Climb to About 80 to 85 Percent; (2) Warsh Announces Strategy-Only FOMC Meetings From 2027 and Says Politics Played No Role; 3) Microsoft Rises About 4 Percent on 48 Percent Azure Growth While Alphabet Falls About 10 Percent on a Profit Miss and Negative Free Cash Flow; (4) Samsung Posts a Record 107.4 Trillion Won Operating Profit but Shares Fall More Than 4 Percent as the KOSPI Retreats; (5) Brent Eases Towards $114 on the Vance Letter to Iran as Trump Plays Down Talks; (6) Israel's Count Leaves Netanyahu's Bloc on 53 Seats With Double-Envelope Ballots Still Being Counted; (7) US GDP and PCE Inflation at 12:30 GMT, the ECB at 13:15 GMT and Amazon, Coinbase and Intel After the Close; (8) Bitcoin Slips Below $80,000 Despite a Third Day of ETF Inflows as Bessent Calls Stablecoins a Source of Treasury Funding Crypto: Bitcoin is trading near $79,700 to $80,000 on Thursday, down about 1.6 percent over 24 hours, after Alphabet's after-hours slide and the Fed's hawkish tone pulled it back from Wednesday's high above $81,500, with Bitcoin's dominance at about 57.8 percent. Ether is near $2,300 to $2,310, XRP near $1.29, Solana near $99.70 Institutional: Microsoft and Alphabet Deliver Divergent Verdicts on AI Spending, Samsung Becomes the First Company to Earn 100 Trillion Won in a Quarter, and Shell Raises Its Buyback as Oil Holds Above $110 Regulatory: Bessent Calls Stablecoins a Source of Treasury Funding, Circle Asks the SEC to Treat Compliant Stablecoins as Cash, OFAC Targets North Korean IT Worker Networks and Brazil's Licensing Deadline Arrives Stablecoins: Stablecoin settlement continues to scale on card networks, with Visa's annualised stablecoin settlement volume reported above $25 billion, about ten times the level a year ago, across ten blockchains, more than 225 stablecoin-linked card programmes and over $800 million of its Open USD in circulation as of 15th October Technology: Investors Reward Microsoft's Returns and Punish Alphabet's Cash Burn, OpenAI Reportedly Turns to Google TPUs, DeepMind Unveils Genie 4 and AI Infrastructure Financing Heads Towards $10 Trillion Other Stories: Thailand's Supreme Court Rules That Bitcoin Is Property Under Criminal Law dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Wednesday 28th October 2026 Headlines: (1) UK Autumn Budget and FOMC Decision Dominate the Day as Gilt Markets Watch for Fiscal Signals and Fed Funds Futures Price a 90 Percent-Plus Chance of a Hold; 2) Israel Election Produces No Clear Winner as Exit Polls Show Neither Netanyahu Nor Eisenkot Bloc Secures a 61-Seat Majority; (3) Iran's Pezeshkian Meets Putin and Qatar's Emir in Moscow at Gas Forum, Says Region Can Solve Problems Without the United States; (4) South Korea's KOSPI Surges 5.6 Percent as SK Hynix Reports Record Operating Profit of 83.3 Trillion Won on AI Chip Demand; (5) Broadcom Assembles $102 Billion Commitment for Anthropic AI Chips as Microsoft and Alphabet Report After the US Close; (6) Boeing Shares Fall 10.7 Percent After Larger-Than-Expected Quarterly Loss; (7) Australia's Q3 CPI Surprises to the Upside at 1.3 Percent Quarter on Quarter, Adding to RBA Rate Hike Pressure; (8) Bitcoin Reclaims $81,000 as Fear and Greed Index Rises to 51 and Broadcom's Anthropic Deal Signals Continued AI Spending Confidence. Crypto: Bitcoin is trading near $80,900 to $81,100 on Wednesday, up approximately 1.3 percent over 24 hours, reclaiming ground above $81,000 with a market capitalisation of approximately $1.63 trillion, as the Crypto Fear and Greed Index ticked up to 51 from 48, returning to Neutral territory Institutional: SK Hynix Posts Record Operating Profit of 83.3 Trillion Won as Broadcom Assembles $102 Billion Commitment for Anthropic, Boeing Falls 10.7 Percent After Quarterly Loss and Microsoft and Alphabet Report After the US Close Regulatory: Netherlands Plans November Parliamentary Vote on 36 Percent Tax on Unrealised Crypto Gains, OCC Encourages Community Banks to Apply as GENIUS Act Stablecoin Issuers, UK Budget and FOMC Decisions Due Today Stablecoin: Chainlink launched CustodySync on Wednesday, a product that enables assets held in traditional custodial arrangements to serve as collateral for DeFi lending protocols on-chain, bridging regulated off-chain custody with decentralised on-chain finance. The launch addresses one of the key barriers to institutional DeFi participation. Uniswap v4 introduced Aggregator Hooks on Wednesday, integrating external liquidity pools from Curve and PancakeSwap directly into v4 routing, making it effectively a meta-aggregator across major Ethereum-based DEXs without requiring users to leave the Uniswap interface. Technology: Broadcom Assembles $102 Billion for Anthropic's AI Chips as Microsoft and Alphabet Report After the US Close, Ethereum Glamsterdam Vulnerability Fixed Other Stories: US Midterm Elections One Week Away as Democrats Favoured for the House and Senate Contest Remains Tight dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Tuesday 27th October 2026 Headlines: (1) Wall Street Rallies as Anthropic Files Publicly for IPO and Semiconductors Lead, With the S&P 500 Up 0.7 Percent and the Nasdaq Up 0.83 Percent; (2) Iran Says the United States Is "Not Serious" About Negotiations as the Mecca Alliance Continues Talks in Tehran and a Vessel Burns Off Iraq; (3) Israel Heads to the Polls in the Most Consequential Election in Decades as Netanyahu and Eisenkot Face Off; (4) Asian Markets Surge on Tuesday With the Nikkei Up 2.2 Percent and the KOSPI Up 3.6 Percent on Semiconductor Strength; (5) Anthropic Publicly Files for IPO Targeting a November Nasdaq Listing With More Than 1,900 Customers Paying at Least $1 Million a Year; (6) DoorDash in Talks to Acquire Instacart at a Reported $17 Billion Valuation as Delivery Consolidation Accelerates; (7) France Imposes Localised Curfews in Paris, Bordeaux and Nice After Weekend Riots Hit More Than 3,000 Businesses; (8) Bitcoin Holds Near $80,000 as the Fear and Greed Index Slips to 48 and Spot ETF Net Outflows Reach $312 Million for October. Crypto: Bitcoin is trading near $79,900 to $80,100 on Tuesday, broadly flat over 24 hours, with a market capitalisation of approximately $1.61 trillion, as the Fear and Greed Index slipped to 48 from 50, in Neutral territory, according to CoinMarketCap and KuCoin. Ether is near $2,324, XRP is near $1.28, Solana is near $101 Institutional: Anthropic Publicly Files for IPO Targeting a November Nasdaq Listing With More Than 1,900 Customers Paying at Least $1 Million a Year, DoorDash in Talks to Acquire Instacart at $17 Billion, SpaceX Closes $40 Billion Debt Deal for Nvidia AI Chips Regulatory: California's DFPI Opposes SEC Crypto Framework Citing Weaker State Protections, OCC Formally Approves Ripple National Trust Bank, South Korea May Postpone Crypto Tax for a Fourth Time Stablecoin: Canada released a draft stablecoin regulatory framework open for public consultation through December 2026. The framework bans issuer interest payments on stablecoins, requires one-to-one reserves held in high quality liquid assets, mandates redemption within three business days and caps redemption fees at 1 percent. The framework represents one of the most detailed stablecoin regulatory proposals in the G7 and will be closely watched by other jurisdictions. Technology: Anthropic's IPO Filing Shows Annualised Revenue of $30 Billion and 1,900 Customers at $1 Million or More, SpaceX Closes $40 Billion Debt Deal for Nvidia Chips, Apple iPhone Duo Hit by Cracked Screen Reports Other Stories: US Midterm Elections One Week Away With Democrats Favoured for the House and the Senate in Play dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Monday 26th October 2026 Headlines: (1) Markets Brace for the Most Consequential Week of the Autumn With the FOMC, UK Budget, ECB, Bank of Japan and Big Tech Earnings All Due; (2) Saudi Arabia, Turkey and Pakistan Hold Regional Security Talks With Iran in Tehran as Trump Weighs a Deal Against Action to "Finish Them Off"; (3) Bitcoin Falls Below $80,000 for the First Time Since 15th October as Crypto Liquidations Exceed $810 Million and Ether ETF Outflows Pass $830 Million in October; (4) Brazil's President Lula Wins a Fourth Term, Defeating Flavio Bolsonaro 51.8 Percent to 48.2 Percent in Sunday's Runoff; (5) Wall Street Faces a Dense Earnings Calendar With Microsoft, Alphabet, Amazon, Intel, Coinbase, Visa, Boeing, Eli Lilly, ExxonMobil and Chevron All Reporting This Week; (6) HSBC Names Its Hong Kong Dollar Stablecoin RedCoin as South Korea Postpones Its Crypto Tax for the Third Time and the SEC Publishes Fiscal 2027 Exam Priorities; (7) Brent Crude Falls 1.4 Percent to $110 After Hitting Its Highest Since June 2022 at $116.72 While Gold Rises to $4,187; (8) Macron Vows Crackdown After Violent Fuel Price Protests Across France as Gilets Jaunes Join Student Demonstrations Crypto: Bitcoin fell below $80,000 over the weekend for the first time since 15th October, reaching a low of approximately $79,146 on thin weekend liquidity, and is trading near $79,500 to $80,100 on Monday, down about 1.0 percent over 24 hours, with a market capitalisation of approximately $1.61 trillion, as traders cut risk ahead of the Fed decision and crypto liquidations exceeded $810 million with $689 million in longs. Ether is near $2,301 to $2,329, down about 1.8 percent, XRP is near $1.29, down 1.8 percent, Solana is near $101, down 1.1 percent Institutional: Big Tech Faces Its Biggest Earnings Test as Microsoft, Alphabet and Amazon Report This Week, Amazon Commits 16 Billion Euros to German AI Infrastructure, JPMorgan Upgrades CoreWeave to Overweight With $125 Price Target Regulatory: SEC Publishes Fiscal 2027 Examination Priorities Focusing on Tokenisation, Cybersecurity and AI, South Korea Postpones Crypto Tax for the Third Time, Bank of Korea Requires Cross-Border Crypto User Reporting From December Stablecoin: HSBC formally named its Hong Kong dollar stablecoin RedCoin, ahead of a planned launch to its 3.3 million PayMe users before the end of 2026 Technology: Amazon Commits 16 Billion Euros to German AI Infrastructure With 4.8 Billion for AWS Frankfurt, JPMorgan Upgrades CoreWeave to Overweight, Intel Rises 4 Percent After JPMorgan Ends Four Year Underweight Other Stories: Brazil's Lula Wins a Fourth Presidential Term, Defeating Flavio Bolsonaro 51.8 Percent to 48.2 Percent in Sunday's Runoff dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Friday 23rd October 2026 Headlines: (1) Wall Street Suffers Worst Session in Over a Month as Nasdaq Falls 2.07 Percent Led by Nvidia, Meta, AMD and CoreWeave While Asia Extends the Sell-Off; (2) Dammam Airport Death Toll Rises to Two as Trump Threatens Further Iran Action, the IRGC Threatens US Bases and the US Blockade Passes 100 Days; 3) Bitcoin Falls Below $82,000 as Crypto Liquidations Hit $474 Million With 91.2 Percent Longs and the Fear and Greed Index Drops to Neutral; ( 4) Barclays Reports Pre-Tax Profit Up 12 Percent With Equities Up 47 Percent but Fixed Income Down 19 Percent, Announces 500 Million Pound Buyback and Plans 5,000 AI-Linked Job Cuts; (5) Lockheed Martin Beats Estimates With Sales Up 11 Percent and a Record Backlog of $292 Billion as Defence Spending Accelerates; (6) XRP fixCleanup3_4_0 Amendment Delayed to 4th November as the Ethereum Foundation Postpones the Glamsterdam Testnet Upgrade Over EIP-8037 Security Concerns; (7) Brent Crude Hits Highest Since May Near $114 as Gold Approaches Three Month Lows Near $4,015; (8) France Erupts as Up to 800,000 March Against Macron With 1,800 Arrested and the Government Bans Further Protests Crypto: Bitcoin fell sharply from around $84,000 to approximately $81,400 to $81,500 on Friday, down about 3.3 percent over 24 hours, with a market capitalisation of about $1.62 trillion, as the broader technology sell-off on Wall Street dragged risk assets lower and crypto liquidations reached between $374 million and $474 million, with 91.2 percent of liquidated positions being longs Institutional: Barclays Reports Pre-Tax Profit Up 12 Percent With Equities Trading Up 47 Percent but Fixed Income Down 19 Percent, Announces 500 Million Pound Buyback and Plans 5,000 AI-Linked Job Cuts Regulatory: South Korea's Comprehensive Crypto Regulatory Bill Nears Completion as Tax Debate Intensifies, XRP Ledger Amendment Delayed to 4th November Stablecoin: South Korea's Financial Services Commission confirmed that its comprehensive digital asset regulatory bill will include provisions for stablecoin issuance, requiring issuers to maintain full reserves in Korean won denominated assets and to obtain a specific licence from the FSC, according to Yonhap. The bill builds on the Digital Asset Basic Act enacted earlier in 2026 and is designed to bring South Korea's regulatory framework into closer alignment with MiCA in Europe and the GENIUS Act in the United States. Technology: Ethereum Foundation Postpones Glamsterdam Testnet Upgrade Over EIP-8037 Security Concerns, SK Hynix Suspends Solidigm US IPO, Moderna and Merck Melanoma Vaccine Shows 42 Percent Reduction in Recurrence Other Stories: Tibet Earthquake Kills at Least 16 as Rescue Operations Continue dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Wednesday 21st October September 2026 Headlines: (1) Asian Technology Shares Rebound as the Kospi Gains 3.2 Percent While Wall Street Closes Mixed With the Dow Up 1 Percent; (2) UK Inflation Rises to 3.5 Percent and Keeps a November Bank of England Rise in View; (3) Mr Rubio Says an Iran Peace Deal Is Extremely Difficult as Iran Says Hormuz Stays Closed; 4) Britain Flies Defensive Missions Over Saudi Arabia as the Houthis Fire at Riyadh; (5) Mr Trump Pressures Mr Zelensky as Mr Witkoff Heads to Russia and US Intelligence Links Mr Putin to a NATO Sabotage Campaign; (6) JPMorgan Models 10 Percent a Year for Bitcoin as Switzerland Approves Its First Retail Spot Bitcoin ETF; (7) SpaceX Reports a $4.4 Billion Profit and Backs a Tesla Merger While Anthropic's Draft Prospectus Shows an $80.7 Billion Half Year Loss; (8) Utah Sues Kalshi and Kazakhstan Restricts Coinbase and Five Other Platforms. Crypto: Bitcoin is trading near $82,700 to $83,050 on Wednesday, up about 0.8 to 2.2 percent over 24 hours, after dipping to $81,273 on Tuesday and reclaiming $83,000, while US spot Bitcoin ETFs recorded a modest net inflow of $23.2 million on Tuesday following Monday's $526.7 million, and US spot Ether ETFs lost $26.1 millionis trading between roughly $82,550 and $82,780 on Monday, up about 1.1 to 1.3 percent over 24 hours, after US spot Bitcoin ETFs recorded a net outflow of $82.4 million on Friday Institutional: JPMorgan Models 10 Percent a Year for Bitcoin With a $385,000 Bull Case, Strive Closes Its $630 Million SATS Offering, OKX Launches Shield Account Protection Regulatory: Utah Sues Kalshi and Two Susquehanna Firms, Switzerland Approves Its First Retail Spot Bitcoin ETF, Industry and Wall Street Press the SEC to Change Regulation Crypto Assets as Comments Close Stablecoin: SpaceX Reports a $4.4 Billion Quarterly Profit and Backs a Tesla Merger, Anthropic's Draft Prospectus Shows an $80.7 Billion Half Year Loss Technology: An OpenAI Research Model Spent Testnet Ether From a Wallet It Did Not Own and Left It Out of Its Report Other Stories: Nigeria Confirms Its First Ebola Case and Kenya Reports a Ninth as the Congo Outbreak Passes 9,000 Cases dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Monday 19th October September 2026 Headlines: (1) Wall Street Ends a Volatile Week With the Nasdaq Down 4.5 Percent as Chip Stocks Fall for an Eighth Straight Session; (2) Asian Technology Shares Slide Again as Chinese Stocks Fall Despite 4.5 Percent Third Quarter Growth; (3) Ukraine Launches More Than 1,000 Drones at Russia as Mr Trump Waives Parts of Russia's Energy Sanctions; (4) Iran Sets Conditions for Reopening Hormuz as Attacks on Shipping Reach the Highest Weekly Count of the War; (5) Saudi Arabia and the Houthis Trade Strikes as Riyadh Faces a New Wave of Missile and Drone Threats; (6) Bitcoin Holds Near $82,500 as ETF Outflows Reach $228.6 Million for the Week; (7) Stablecoin Payments Jump 45 Percent While Supply Stalls, as Coinbase, Marqeta and Visa Extend the Rails; (8) An OpenAI Research Model Spends Another Wallet's Testnet Ether as Third Quarter Crypto Hacks Reach $1.18 Billion. Crypto: Bitcoin is trading between roughly $82,550 and $82,780 on Monday, up about 1.1 to 1.3 percent over 24 hours, after US spot Bitcoin ETFs recorded a net outflow of $82.4 million on Friday Institutional: Deutsche Bank Says That Its Crypto Custody Launch Is Only Weeks Away, Nine Companies Object to Tokenised Trading of Their Shares on OKXICE Regulatory: Turkey Confirms the Arrest of Hex Founder Richard Heart, Treasury and the SEC Near the Close of Their Comment Windows on Stablecoin and Crypto Asset Rules Stablecoin: Stablecoin payment volume reached about $482 billion by September, up 45 percent from $331 billion a year earlier, while stablecoin supply has stalled at about $304 billion, with growth of less than 1 percent in 2026, according to Allium's State of Stablecoins and Payments Q3 2026 report as cited by AMBCrypto and CoinDesk Technology: An OpenAI Research Model Spent Testnet Ether From a Wallet It Did Not Own and Left It Out of Its Report Other Stories: Tesla Unveils a Next Generation Roadster With SpaceX Thrusters, Promising Zero to 60 Miles Per Hour in Under a Second, With Production Due in 2028 dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Friday 16th October September 2026 Headlines: (1) US Producer Prices Rise 1.3 Percent, the Most in Four and a Half Years, as Fed Chair Warsh Declines to Signal a Rate Move; (2) Asia Rebounds as the Kospi Gains 2 Percent and the Nikkei 1.4 Percent, but Indonesia Plunges 11 Percent on an MSCI Reclassification Warning; (3) Houthi Missiles Hit Yemen's Presidential Palace as Iran Says Hormuz Stays Closed and the IEA Releases More Oil; (4) Ukraine Strikes the Ryazan Refinery as Mr Zelensky Says He Is Done With the Energy Ceasefire; (5) Bitcoin Dips Below $80,000 and Recovers to $82,000 as Spot ETF Flows Stall; (6) MSCI Finalises Rules That Could Remove Strategy From Its Indexes; (7) Mastercard, Sweden and the OCC Push Stablecoin Infrastructure Forward; (8) AI Credit Stress Eases but Does Not Disappear as CoreWeave Rebounds and Banks Limit Their Exposure to a $5 Billion Data Centre Loan. Crypto: Bitcoin is trading near $81,900 to $82,200 after dipping below $80,000 on Thursday, Ether near $2,440 to $2,455, total crypto market capitalisation stands at approximately $2.8 trillion and the Fear and Greed Index at 51 on CoinMarketCap's gauge Institutional: MSCI Finalises Index Rules That Could Remove Strategy and Other Crypto Treasury Companies From Its Indexes, Binance US Seeks a $1 Billion Valuation Regulatory: The OCC Aims to Finalise Its GENIUS Act Stablecoin Rules by 31st October Stablecoin: Mastercard and BVNK launched the Global Money Platform, the first major integration since Mastercard's $1.8 billion acquisition of BVNK in August, which lets banks, fintechs and businesses hold, convert and spend fiat currency and stablecoins through a single API, with Nuvei and Marqeta among the early adopters and support for agentic commerce planned, according to Cointelegraph and Decrypt. Technology: AI Credit Stress Eases but Does Not Disappear as CoreWeave Rebounds and Nvidia's Huang Defends It, Banks Limit Their Exposure to a $5 Billion Data Centre Loan Other Stories: Google Says Its Willow Chip Cut Quantum Magic State Errors About 40 Fold, a Step Towards Smaller Error Corrected Quantum Computers dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Thursday 15th October September 2026 Headlines: (1) Hot US Inflation Revives Fed Rate Rise Fears and Sends Treasury Yields Sharply Higher Before a Safe Haven Rally; (2) Asian Technology Shares Collapse as the Kospi Falls 8 Percent and the Nikkei 5 Percent, With Record Credit Stress at Oracle, SoftBank and CoreWeave; (3) A Container Ship Sinks in Hormuz as the Houthis Press Their Attacks on Saudi Arabia; (4) Zelensky Lifts His Ban on Refinery Strikes After a Heavy Russian Attack on Kyiv; (5) Bitcoin Falls Below $82,000 as Spot ETFs Lose $261.4 Million and Nearly $1 Billion of Positions Are Liquidated; (6) Qivalis Wins a Dutch Licence and the EBA Designates USDC a Significant E Money Token; (7) BlackRock Reports $205 Billion of Quarterly Inflows as Bank of America Profit Falls 17 Percent; (8) The Beige Book Shows Broadening Price Pressure as UK GDP Beats Forecasts Crypto: Bitcoin is trading near $80,700 to $81,600 after falling below $82,000, Ether near $2,370 to $2,420, total crypto market capitalisation stands at approximately $2.7 trillion and the Fear and Greed Index at 49 Institutional: Bank of America Profit Falls 17 Percent After Its $1.2 Billion Penalty and BlackRock Reports $205 Billion of Quarterly Inflows Regulatory: France Weighs a Tax on Stablecoin Swaps While Germany and South Korea Move on Crypto Taxation. Stablecoin: The Dutch central bank, De Nederlandsche Bank, has granted Qivalis an electronic money institution licence under MiCA, clearing the way for the Amsterdam based company, which is owned by a consortium of 37 European banks including BBVA, BNP Paribas, ING and DZ Bank, to issue a euro denominated e money token Technology: AI Credit Stress Hits Records at Oracle, SoftBank and CoreWeave, BlackRock's Fink Warns That a Data Centre Moratorium Would Trigger a Recession Other Stories: Netflix to Lay Off About 1,000 Staff, 6 Percent of Its Workforce, as Competition for Viewer Attention Intensifies dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Wednesday 14th October September 2026 Headlines: (1) The Houthis Strike Aramco's Dhahran Offices After a Saudi Coalition Attack on Sanaa as Riyadh's Airport Stays Shut; (2) Iran Shifts Tactics Against Shipping Ahead of the US Midterms as Trump Warns of Further Action; (3) Wall Street Slips as Chip Stocks Fall for a Sixth Session and the Big Banks Drop Despite Earnings Beats; (4) Bitcoin Rebounds Towards $84,000 as Spot ETFs Take In $175.7 Million Ahead of Today's CPI Report; (5) Bank of America Takes About $1.21 Billion of Penalties Over Money Laundering and Sanctions Failures; (6) Strive Launches a $500 Million Preferred Offering as a UK Court Rules on 61,000 Seized Bitcoin; (7) BNY and Citadel Securities Test Tokenised Treasuries as Federated Hermes Plans Onchain Fund Shares; (8) Solana Sets 21st October for Alpenglow and Coinbase Urges Early Quantum Preparation for Bitcoin Crypto: Bitcoin is trading between roughly $83,400 and $83,900 on Wednesday, up about 0.3 to 1.5 percent over 24 hours, Ether is trading near $2,500 to $2,520, XRP near $1.37, Solana near $107 and Dogecoin near $0.085 Institutional: JPMorgan, Goldman Sachs, Wells Fargo and Citigroup All Close Lower Despite Earnings Beats, While Strive Launches a $500 Million Preferred Offering, Regulatory: BNY and Citadel Securities announced on Tuesday that they had completed a transaction using tokenised US Treasuries as collateral, showing tokenised government bonds moving from settlement into financing, which could let firms reuse collateral sooner and free up cash, according to CoinDesk. Stablecoin: Morgan Stanley now sees the first quarter of 2027 as a more realistic timeline for supporting tokenised equities on its alternative trading system, later than the second half of 2026 that Amy Oldenburg, its head of digital asset strategy, had indicated in March, according to an interview with The Block at Token2049 Technology: Solana Sets 21st October for Its Alpenglow Upgrade, While Coinbase Urges Bitcoin to Begin Its Post Quantum Migration Now, Anthropic Warns of Self Replicating AI Worms and Trezor Cuts Resellers as the Ledger Implant Inquiry Widens Other Stories: Character AI Files for Chapter 11 Bankruptcy as Disney Leads a $20 Million Bid for Its Assets dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Tuesday 13th October September 2026 Headlines: (1) A Chinese Memory Chip Advance Sends the Kospi Down More Than 7 Percent and Rattles the AI Trade; (2) Houthi Strikes Keep Riyadh Airport Shut as Britain Accuses Iran's Revolutionary Guard of Directing the RAF Fairford Plot; (3) Wall Street Closes Mixed Ahead of the First Bank Earnings of the Season and Wednesday's CPI Report; (4) Bitcoin Falls Below $82,000 and $771 Million of Leveraged Positions Are Liquidated; (5) South Korea Moves to Block 27 Unregistered Crypto Exchanges as Kraken Wins Full Dubai Approval; (6) The EU Adopts Its Largest Sanctions Listings Since 2022 Against Almost 1,600 Russian Military Suppliers; (7) The IMF Lifts Its Global Growth Forecast to 3.1 Percent as the Fed's Hammack Says Rates Must Rise Further; (8) Meta Unveils Its Wonder Models and Morgan Stanley Pushes Tokenised Equities Support to the First Quarter of 2027. Crypto: Bitcoin is trading around $81,400 to $82,000 on Tuesday, down about 2 to 3 percent over 24 hours, after breaking below the $82,000 support level from Monday's high of about $84,200, with CoinGlass recording about $771 million of liquidations over 24 hours, of which $685.6 million were long positions. Ether is trading near $2,425 to $2,460, down 4 to 5 percent, XRP trades near $1.33 to $1.37, Solana near $103 to $105 and Dogecoin near $0.082 Institutional: JPMorgan, Goldman Sachs, Wells Fargo and Citigroup Open the Bank Earnings Season Today, While Strategy Adds 250 Bitcoin and Repurchases $192 Million of STRC, Monte dei Paschi Pushes Back on Intesa's Raised Offer and Telia Plans to Cut About 900 Jobs Regulatory: South Korea Moves to Block 27 Unregistered Crypto Exchanges Including KuCoin and MEXC, While the EU Adopts Its Largest Sanctions Listings Since 2022, Kraken Wins Full Dubai Approval and Australia Weighs Leverage Caps for Crypto Settled Derivatives Stablecoin: Morgan Stanley now sees the first quarter of 2027 as a more realistic timeline for supporting tokenised equities on its alternative trading system, later than the second half of 2026 that Amy Oldenburg, its head of digital asset strategy, had indicated in March, according to an interview with The Block at Token2049 Technology: Meta Unveils Its Wonder and Wonder Full Models and Says They Rival OpenAI and Anthropic, While Aptos Launches an Encrypted Mempool and OneKey Cuts CryptoBilis as the Ledger Supply Chain Inquiry Widens Other Stories: SpaceX Is Due to Launch the CRS 35 Cargo Mission With the Final Pair of ISS Roll Out Solar Arrays dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Monday 12th October September 2026 Headlines: (1) Houthi Missiles Hit Riyadh Airport and Kill at Least 12 as Iran Calls the US Response Insufficient and Brent Holds Near $106; (2) President Trump Strikes a Russian Diesel Deal and Declares an Energy Ceasefire as Zelenskyy Calls It a Weak Decision; (3) Wall Street Ends the Week Higher Ahead of Bank Earnings and Wednesday's CPI Report as Consumer Sentiment Falls to 46.3; (4) Bitcoin Holds Above $83,000 After a Sunday Run Above $84,000 Despite the Heaviest Weekly ETF Outflows Since June; (5) SpaceX's $8 Billion Spectrum Deal Hits Telecom Shares While Delta Cuts Its Profit Outlook on a $6 Billion Fuel Bill; (6) The US Plans to Seize About $1 Billion of Iran Linked Crypto as the CFTC Moves to Separate Prediction Markets From Gambling; (7) Ledger Traces Up to $93 Million of Losses to CryptoBilis Devices and Reports an Implant in at Least One; (8) Canada Sheds 68,000 Jobs and the EU and China Agree to Moderate Chinese Hybrid Car Exports as Shanghai Slides. Crypto: Bitcoin is trading around $83,400 to $83,900 on Monday, up about 1 percent over 24 hours, after a Sunday high above $84,000 and a 24 hour range of roughly $82,700 to $84,100, although US spot Bitcoin ETFs recorded $681 million of net outflows last week, the most since June, and took in only $21.1 million on Friday. Ether is trading near $2,530 to $2,555 after nine consecutive days of spot ETF outflows, XRP trades near $1.40 to $1.42, Solana near $111 and Dogecoin near $0.087, and total crypto market capitalisation stands at approximately $2.83 trillion with the Fear and Greed Index at 69, up from 61 on Sunday. Institutional: SpaceX's $8 Billion Spectrum Deal Hits Telecom Shares and Lifts Tower Operators, While Delta Cuts Its Profit Outlook on a $6 Billion Fuel Bill, Humana Wins Back a Four Star Rating and a Bitcoin Life Insurer Raises $37.5 Million Regulatory: SpaceX's $8 Billion Spectrum Deal Hits Telecom Shares and Lifts Tower Operators, While Delta Cuts Its Profit Outlook on a $6 Billion Fuel Bill, Humana Wins Back a Four Star Rating and a Bitcoin Life Insurer Raises $37.5 Million Stablecoin: Tether blacklisted four THORChain vault addresses on the Tron network on Friday, freezing about 1.45 million USDT and pausing the protocol's Tron swaps and liquidity operations, before lifting the blacklist about three hours later at 15:30 UTC with balances returned intact, according to Crypto Briefing. Technology: Ledger Traces Up to $93 Million of Losses to CryptoBilis Devices and Reports an Implant in at Least One, While Apple Is Said to Cut iPhone 18 Pro Orders by 15 Percent and AI Labs War Game a Catastrophic Event Other Stories: Judy Shelton Is Named a Counsellor to Treasury Secretary Bessent dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Friday 9th October September 2026 Headlines: (1) President Trump Rules Out an Attack on Iran Before the Midterms as Brent Retreats Towards $103 and Treasury Sanctions 17 More Shadow Fleet Tankers; (2) An OpenAI Revenue Shock Sends the Nasdaq Down 1.3 Percent and Chip Stocks Down 3.4 Percent; (3) Fed Officials Signal More Rate Rises as a 30 Year Treasury Auction Clears at the Highest Yield Since 2000; (4) Bitcoin Breaks Below $81,000 as $1.2 Billion of Positions Are Liquidated and Spot ETFs Post Their Heaviest Outflow Since June; (5) Tesco Raises the Floor of Its Profit Guidance and Lifts Its Buyback to £950 Million as PepsiCo Cuts Its Earnings Outlook; (6) ESMA Gives EU Crypto Platforms Three Months to Drop Non MiCA Stablecoins as Securitize Launches Tokenised Stocks on Solana; (7) The UK Sanctions Russia Linked Crypto Platforms as Greece Plans a 10 Percent Crypto Gains Tax; (8) India's Sensex Falls to a 32 Month Low and Shanghai Slides as Asia Trades Mixed on the AI Revenue Scare. Crypto: Bitcoin is trading around $82,300 to $82,600, with Ethereum near $2,495, XRP around $1.40, Solana near $110.6, Cardano around $0.234 and Dogecoin near $0.085 Institutional: Tesco Raises the Floor of Its Profit Guidance and Lifts Its Buyback to £950 Million, While PepsiCo Cuts Its Earnings Outlook Despite Faster Organic Growth and Wolfspeed Wins a Conditional $1.5 Billion Pentagon Loan Commitment Regulatory: The UK Sanctions Russia Linked Crypto Platforms in a 38 Measure Package, While Greece Plans a 10 Percent Capital Gains Tax on Crypto and Senator Blumenthal Probes Cantor Fitzgerald's Ties to Tether Stablecoin: The European Securities and Markets Authority published an opinion on Thursday stating that crypto asset service providers "should cease providing services related to non-MiCA-compliant stablecoins to clients in the European Union", with an outer deadline of 8th January 2027 and limited wind down services permitted, according to CoinDesk Technology: Manus Raises More Than $500 Million After Meta Exit, While Tencent Weighs a $5 Billion Bond Sale for AI, Micron's Taiwan Union Votes to Authorise a Strike and Crypto Holders Are Urged to Prepare for AI Attacks on Wallet Cryptography Other Stories: A Bitcoin Wallet From 2010 Moves 100 BTC After 16 Years dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @StandWCrypto_UK @Flight3official @CML_LDN @DrLisaCameron @Datavault_ai @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin

Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays Thursday 8th October 2026 Headlines: (1) The Pentagon Prepares for a Possible Return to Major Combat Against Iran as Houthis Hit Saudi Airports and Brent Climbs Above $102; (2) Hawkish Fed Minutes and a Heavily Foreign Bid Ten Year Auction Push Treasury Yields to Multi Decade Highs; (3) Wall Street Retreats From Records, European Banks Slide and Pennon Plunges on a £550 Million Rights Issue; (4) Bitcoin Breaks Below $83,000 as Liquidations Approach $700 Million and Bitmine Prepares to Stop Buying Ether; (5) Samsung Guides to a Record 107 Trillion Won Quarterly Profit as SpaceX Seeks $40 Billion to Buy Nvidia Chips; (6) Samsung Wallet Brings USDC Transfers to 82 Million US Galaxy Devices as Moody's Rates Sky Protocol B3; (7) The House Financial Services Chair Says SEC and CFTC Action Falls Short of the CLARITY Act as Russia Publishes Its First Crypto Registers; (8) German Industrial Output Reaches an 18 Month High as Mainland China Reopens After Golden Week. dcwi.co.uk/news/thedcwdailyb… The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam @TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @StandWCrypto_UK @Flight3official @CML_LDN @DrLisaCameron @Datavault_ai @TokenClearing @Bitwise_Europe @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin