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On October 8, according to the market thematic report released by QCP Macro, negotiations between the U.S. and Iran regarding navigation arrangements in the Strait of Hormuz have stalled. The U.S. has shifted to pressure tactics, including withdrawing the Iranian delegation and imposing additional sanctions, although Qatar's mediation channels remain open. Currently, the number of vessels passing through the Strait of Hormuz has dropped to 3, compared to a normal average of 26. The U.S. Strategic Petroleum Reserve (SPR) has decreased by 28% since May. Energy transportation costs have also risen significantly, with crude oil transportation prices from West Africa to China reaching $27.22 per barrel, a 319% increase from the average of $7.37 per barrel since the beginning of the year. Although crude oil exports have returned to normal, refined oil transportation volumes are still lagging by about 33%. QCP notes that the tightening supply of tankers may indicate that future delivery costs will remain elevated. In the crypto market, the IPO of Anthropic has been postponed to mid-November, with market valuation expectations around $2 trillion; Strategy has slowed down BTC purchases and is prioritizing STRC buybacks; crypto ETF fund flows have also cooled, and the advancement of the U.S. Clarity Act has similarly stalled. A key question for the market now is whether the rising geopolitical premium will further drive the unwinding of risk asset positions, or if the current market positions are already fragile enough to amplify this round of shocks.

On October 8, Trump stated on October 7 that 70 million American children have been automatically registered for 'Trump Accounts'. To date, $4.5 billion has been deposited into these accounts, a significant portion of which comes from American philanthropists and corporate donors. Starting October 1, the U.S. Treasury will automatically open accounts for 60 million children under the age of 18, in addition to the 10 million children whose parents have voluntarily enrolled.

Eli Ben-Sasson, co-founder and CEO of StarkWare, stated that Starknet, as an L2 reliant on Ethereum's underlying security, is considering various options, including transitioning to L1, to independently control the network's security migration process in response to the cryptographic risks posed by quantum computing and AI. Built on ZK-STARK, Starknet possesses cryptographic agility and has already established a post-quantum security migration roadmap. Ethereum plans to achieve full quantum attack resistance for L1 by the end of 2029, while Bitcoin has yet to make a similar commitment. Starknet expects to implement relevant upgrades as early as 2027.