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The European Securities and Markets Authority (ESMA) has issued a statement requiring EU crypto firms to stop providing services related to stablecoins that do not comply with the Markets in Crypto-Assets Regulation (MiCA) framework, giving a three-month deadline to address existing risk exposures. ESMA stated on Thursday that national regulators should require relevant firms to promptly manage their remaining exposure to non-compliant stablecoins, no later than January 8, 2027. This guidance applies to crypto services regulated under MiCA, including trading platforms, exchange services, order execution, custody, transfers, investment advice, and portfolio management. ESMA stated that crypto firms should implement technical, contractual, and organizational controls to prevent EU customers from acquiring or increasing exposure to unauthorized stablecoins. Regulators may allow limited services to assist customers in exiting existing positions, including liquidation, exchange, withdrawal, transfer, and custody, but such activities must be temporary and closely monitored. This update expands on the guidance issued by ESMA in January 2025, which called for restrictions on trading and exchange services involving non-compliant stablecoins.

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.