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Oil prices climbed as escalating Middle East tensions threatened energy supplies, with WTI crude rising 1.9% to $98.96 a barrel and Brent jumping 2.1% to $111.12.
U.S. military strike options against Iran are reportedly being prepared, while Asian stocks tumbled and U.S. crude inventories fell by 3.1 million barrels.
Further escalation could push oil prices higher and intensify inflation pressures, potentially weighing on equities and increasing market volatility.
Chinese prosecutors are seeking to confiscate more than 61,800 BTC tied to an alleged $5.7 billion fraud scheme that defrauded over 102,000 investors.
The Tianjin court has accepted the confiscation request and opened a six-month period for victims and other interested parties to join the case, following a UK ruling that Chinese law should govern victims' claims.
The proceedings could intensify uncertainty over the fate of a massive Bitcoin stash, while any eventual disposition could draw market attention to potential selling pressure.
Polymarket odds of the S&P 500 opening higher fell to 19% as Wall Street faced a technology-sector selloff, Brent crude at $111, and Tesla earnings. These were cited as the key near-term catalysts for the S&P 500's opening direction. No S&P 500 price move, trading volume, or broader market flow data was provided.
Asia's LNG imports are expected to climb to a three-month high in October despite spot prices reaching their highest level in nearly four years, signaling stronger seasonal demand ahead of winter. Kpler estimates Asian arrivals at 23.31 million metric tons, while North Asian spot LNG prices reached $29.30 per mmBtu and Brent crude traded at $110.29 per barrel amid Middle East supply disruptions. A strong El Niño could intensify winter heating demand across North Asia, potentially supporting LNG prices further, while warmer European weather may temper regional consumption.
Malaysian palm oil futures remained nearly flat as conflicting rival oil prices and uncertainty over a potential export tax waiver offset stronger export demand. October 1-20 palm oil exports rose an estimated 58.5% to 78.4% month over month, while the benchmark January contract edged up 0.06% to 4,770 ringgit per metric ton. Palm oil could find support from stronger exports, biodiesel demand and seasonal production declines, though technical correction risks and tax uncertainty may limit near-term gains.
India's Bharat International Rice Conference 2026 opens October 23 with 32,467 registrations and 4,856 buyers from 153 countries, highlighting strong international engagement in the country's rice trade.
The three-day event has 2,038 business-to-business meetings scheduled, with discussions covering export markets, rice prices and the 2027 global supply-demand outlook.
The conference could create new export opportunities for Indian rice producers, although its impact on prices will depend on trade outcomes and the evolving market outlook.
India's Middle Eastern crude imports rebounded to around 2.8 million barrels per day in September, returning to pre-war levels as Gulf shipments recovered and refiners shifted away from Russian oil.
Middle Eastern crude accounted for about 54% of India's oil imports, while Russian shipments fell 14% month-on-month to 1.8 million barrels per day as price discounts narrowed.
Continued recovery in Gulf supplies could support Middle Eastern crude demand while intensifying competition for Russian oil in India's refining market.
Brent crude has climbed to around $110 a barrel despite Middle East oil exports recovering above pre-war levels, signaling persistent fears of renewed supply disruptions.
Middle East exports averaged 17.3 million barrels per day in October, while tanker attacks around the Strait of Hormuz hit a reported record of 12 last week and shipping costs remain exceptionally high.
Renewed conflict could further disrupt crude flows and intensify oil price volatility, keeping upward pressure on Brent despite recovering physical supplies.
CBOT December wheat remains technically bearish after breaking below key support at $6.47-3/4 per bushel, with the next downside target at $6.13-1/4.
Technical analysis identifies $6.22-1/2 as an intermediate support, while immediate resistance stands at $6.31-1/4, with a break above potentially opening a move toward $6.34–$6.36-3/4.
A decisive break below $6.13-1/4 could intensify selling pressure and expose wheat to a further decline toward $5.89-1/2.
Gold fell more than 1% to $4,094.90, slipping below $4,100 as expectations of a December Federal Reserve rate hike strengthened pressure on non-yielding bullion.
Traders see roughly a 90% probability of a December rate increase, while spot silver dropped 2.6% and gold ETFs attracted $10 billion in September despite bullion's monthly decline.
If oil-driven inflation concerns keep Treasury yields elevated, gold could face further downside toward $4,000, although persistent geopolitical uncertainty may sustain safe-haven demand.
Zcash (ZEC) is approaching $1,300 after a three-day recovery, extending weekly gains to roughly 15% as ETF inflows rebound and futures exposure expands.
Grayscale's Zcash-focused ETF recorded $15.18 million in net inflows Wednesday, while futures open interest climbed to $2.89 billion, its highest level since September 29.
Sustained ETF demand and support above key moving averages could extend the rally, but elevated derivatives exposure may amplify volatility if momentum reverses.
AI could trigger a wave of crypto meme games, with development costs falling to around $1,000 and creation times shrinking to just days, according to Illuvium co-founder Kieran Warwick.
Warwick predicts up to 100,000 games could launch within a year, but industry leaders warn that weak demand, limited liquidity and short-lived projects could leave speculators holding losses.
The trend could revive interest in crypto gaming, but a flood of disposable games may intensify speculative volatility and pressure gaming-token valuations.
Gold fell 1.3% to $4,085.29 per ounce as rising oil prices fueled inflation concerns and strengthened expectations for higher interest rates over a longer period.
December US gold futures dropped 1.2% to $4,100.90, while traders priced in a 91% chance of a Federal Reserve rate hike in December, with upcoming PCE inflation data in focus.
Continued oil strength and persistent rate pressures could weigh further on gold, with the $4,073 level emerging as a key downside target.
CBOT December corn could rebound toward $4.73 per bushel after stabilizing near a key support zone at $4.55–$4.57-1/4.
A bullish hammer pattern suggests a potential reversal, with an intermediate target zone of $4.66-3/4 to $4.70-3/4 and immediate support at $4.64.
A sustained rebound could lift corn toward $4.73, while a break below $4.64 could expose support near $4.59-1/2 to $4.61-1/4.
Hyperliquid founder Jeff Yan says his vision is to power global finance with consumer-grade hardware rather than massive data centers.
Yan emphasized that network operation should remain affordable as applications grow, with nodes currently requiring 128GB of RAM.
This approach could support broader network accessibility and strengthen Hyperliquid's appeal as its ecosystem expands.
The OCC has finalized its GENIUS Act rule, establishing a federal regulatory framework for US payment stablecoins effective January 2027.
The rules cover stablecoin issuance, reserve backing, and risk management, aiming to provide greater regulatory clarity and oversight for the digital asset sector.
The framework could strengthen confidence in crypto markets and support Bitcoin sentiment, although its ultimate impact will depend on implementation and further regulatory developments.
XRP Ledger's planned bug fix has been delayed until November 4 after validator support briefly fell below the required approval threshold, resetting the activation countdown.
The fix targets a token-minting loophole and calculation issues, with validator backing recovering to 31 after dipping to 26 against the required 29.
Further consensus issues could prolong uncertainty around XRP, while the delay may weigh on expectations of reaching $4.00 in October, with market-implied YES odds at just 0.3%.
CBOT November soybeans may retest $12.38-1/2 per bushel support, with a break lower potentially exposing further downside toward $12.28 to $12.33-3/4.
The contract narrowly missed its $12.33-3/4 downside target, while technical analysis identifies additional support at $12.30 and a lower channel target at $11.88-1/4.
Continued weakness could pressure soybean prices further, although a break above $12.49 may open a recovery toward $12.52-1/2 to $12.58-1/4.
Bitcoin's recovery above $80,000 has pushed publicly traded corporate Bitcoin holders back into aggregate unrealized profit, with gains reaching approximately $10.2 billion, or 11.1%.
Across 172 tracked companies, holdings total roughly 1.27 million BTC, representing about 6% of Bitcoin's supply, while Strategy has shifted toward tactical trading rather than aggressive accumulation.
Corporate profitability could support sentiment around Bitcoin, but muted treasury buying and uneven cost bases may limit additional demand near current prices.
Pendle has launched PendleLoop, a leveraged yield and trading product that combines one-click yield looping with long and short positions across crypto and tokenized stocks.
The opening markets include BTC, ETH, and Mag 7 tokenized stocks on Base, while yield looping now extends to non-Pendle assets without maturity, including sUSDe.
PendleLoop could expand demand for leveraged on-chain strategies, but its impact may depend on user adoption and appetite for leveraged trading.
India expects coal supplies to power plants to normalise soon, with daily deliveries reaching a record 2.6 million tons despite mounting pressure on electricity generation.
The number of plants with critically low coal stocks rose to 96 by October 19 from 60 in mid-September, while peak electricity demand increased by 45–50 gigawatts year over year.
If supply recovery falls short of surging demand, coal shortages could continue pressuring India's power sector and industrial electricity availability.
Indonesia's cocoa grinding rose 2% quarter over quarter to 112,628 metric tons in July-September, signaling continued resilience in the country's cocoa processing industry.
ASKINDO-CSP reported an increase from 110,410 tons in the previous quarter, while cocoa farmers said drought had reduced peak-harvest bean production by up to 15% compared with June.
Stronger processing demand alongside weather-related supply constraints could support cocoa prices, though the article does not establish a direct price impact.
Bitcoin ETFs attracted $1.08 billion over three days, signaling renewed institutional demand but not yet confirming the sustained buying needed for a steep rally.
Historical Bitcoin rallies featured average daily ETF inflows above $200 million, while the current pace has averaged just $86 million daily since July 1.
Sustained inflows could strengthen Bitcoin's recovery, but volatile ETF demand may limit upside unless institutional buying accelerates.
The XRP Ledger has delayed its latest bug fix until November 4 after validator support briefly fell below the required threshold, resetting the network’s 14-day activation countdown.
The fix, now supported by 31 of 35 trusted validators, addresses a token-minting loophole and changes to lending logic for determining overdue or defaulted loans.
The delay could postpone improvements to XRP Ledger security and lending functionality, while renewed validator support may help the upgrade activate as rescheduled.
India's 10-year government bond yield surged 5 basis points to 7.44%, its highest level in three and a half years, as elevated oil prices and global yield pressures weighed on the bond market.
The Reserve Bank of India rejected all bids at its treasury bill auction, while Brent crude remained above $110 per barrel, intensifying inflation concerns and pressure on Indian bonds.
Persistently high oil prices and inflation risks could push Indian bond yields higher and strengthen market expectations of a potential December rate hike.
A severe PHP vulnerability has triggered emergency patching and precautionary service shutdowns across government agencies, companies and website operators. PHP’s development team released fixes for two critical vulnerabilities and urged users to update immediately; the flaws can be exploited remotely without authentication.
W3Techs data show PHP is used by about 75% of websites with identifiable server-side programming languages. Censys identified about 2.6 million PHP hosts, with roughly 1.5 million running versions that currently have no corresponding fix, including some versions no longer supported.
The response has included temporary shutdowns and maintenance measures in several countries. The Netherlands’ National Cyber Security Centre shut its website, while other affected services included Rotterdam port, Overheid.nl, hospitals and political-party sites. Finland’s public government network services were shut preventively, and France’s Interior Ministry moved websites into maintenance. Japan’s Kyoto Bank suspended website updates and some online services from the evening of October 21.
Amazon’s security team said its honeypots detected exploitation attempts on October 17, four days before public disclosure. In Tokyo trading on October 22, Trend Micro rose nearly 8% intraday, while other cybersecurity-related shares also drew attention as markets focused on demand for vulnerability detection, patch management and cloud-security services.
The Indian rupee held nearly flat at 94.47 per US dollar after an eight-session winning streak, but rising crude oil prices threaten to reverse its recovery.
Brent crude climbed around 1.5% to above $110.50 a barrel amid renewed geopolitical tensions, while RBI intervention and Jio Platforms IPO-related flows have supported the rupee.
Persistently high oil prices could increase India's dollar demand and import costs, potentially putting renewed pressure on the rupee.
Chinese buyers have purchased around 1 million metric tons of Australian canola as improved China-Australia trade ties, lower tariffs and stronger crushing margins boost demand.
The cargoes are priced at approximately $695–$705 per ton for early 2027 delivery, with Australian supplies benefiting from lower import duties and freight costs than Canadian canola.
Sustained Chinese demand could support Australian canola prices and intensify competition for global oilseed suppliers.
Copper prices fell on Thursday as rising LME warehouse inventories eased supply concerns, with benchmark three-month copper down 0.44% to $14,293.5 per metric ton.
LME copper stocks increased for a third consecutive day, including 13,525 tons of deliveries on Wednesday, while record regional premiums and a $116.34-per-ton backwardation continued to signal tight near-term availability.
Further inventory growth could pressure copper prices, although persistent regional shortages may limit the downside.
Circle CEO Jeremy Allaire is looking beyond Bitcoin's price weakness, betting that dollar-pegged stablecoins could become essential financial infrastructure as AI agents conduct more economic activity.
The OCC is finalizing rules under the GENIUS Act that would require stablecoin reserves to cover outstanding tokens and redemptions at par within two business days, while barring issuers from paying holders interest.
Clearer federal rules and growing AI-driven payment needs could strengthen stablecoin adoption, though rising competition and unresolved broader crypto regulation may create challenges.
Malaysian palm oil futures edged higher above MYR 4,750 per tonne as surging exports and stronger Indian festival demand offset concerns over abundant supplies.
Shipments jumped 58.5%-78.4% during October 1-20 versus the same period in September, while Malaysia is considering a temporary waiver or reduction of its 10% export tax amid record-high inventories of 3.51 million tonnes.
Further export strength could support prices, but elevated seasonal production, record inventories and weakness in competing vegetable oils may limit gains.
Bank Julius Baer expects elevated oil prices driven by geopolitical tensions to ease over time, arguing that the current surge may overstate supply disruption risks around the Strait of Hormuz.
Research head Mark Matthews said roughly 20% of global oil supply passes through the strait, while the AI investment cycle remains supported by corporate earnings growth of 25-29% for the S&P 500 this year.
If geopolitical risks subside, crude prices could moderate, while continued AI-driven productivity gains may support global equities despite near-term market volatility.
Hong Kong AI-model shares sold off on October 22, with the Hang Seng Index down more than 2% and the Hang Seng Tech Index down about 4.38%. MiniMax fell below its HK$165 IPO price intraday, while MiniMax and Zhipu shares were each down more than 80% from their historical highs.
The move came as rising geopolitical risks pushed Brent crude close to $110 per barrel, reviving concerns over inflation and the interest-rate path. Gold was about $4,115 per ounce, Bitcoin about $84,284, and Ether about $2,476, with all weakening alongside Hong Kong AI shares.
The source frames the decline as broader than an AI-sector pullback, as markets reassess valuations for high-growth companies. Model developers face competition, model price cuts, research spending and commercialization pressures that can affect future profitability. Zhipu's previous largest long exited with an estimated $2.7 million loss, while its current largest long was showing an estimated $1.37 million unrealized loss. Key areas to watch are Hang Seng Tech flows, AI valuations, and whether model companies can demonstrate revenue and profit delivery.
Oil prices climbed as escalating Middle East tensions and Houthi attacks in Saudi Arabia prompted the US to order some diplomats and family members to leave its missions in the Kingdom.
Brent crude rose 1.2% to $110.11 a barrel, while WTI gained 1% to $98.12; gold slipped to around $4,120 an ounce as inflation risks weighed on bullion.
Further regional escalation could sustain upward pressure on crude prices, while gold and other precious metals may remain volatile amid shifting inflation and interest-rate expectations.
Palm oil prices fell in Asian trading as record-high inventories and strong October production raised concerns about oversupply.
The January Bursa Malaysia Derivatives contract dropped 8 ringgit to 4,759 ringgit per ton, with resistance at 4,800 ringgit and support at 4,700 ringgit.
Potential export tax cuts, biodiesel demand and weather uncertainty could cushion further losses, although elevated inventories may continue to pressure prices.
Chinese buyers have purchased nearly 1 million metric tons of Australian canola for delivery in early 2027, according to three Asia-based traders cited by Reuters.
The deals cover around 15 cargoes priced at approximately $695–$705 per ton, including cost and freight to China.
The large forward purchase could support Australian canola demand and influence price expectations as the 2027 shipment window approaches.
Spot gold remains technically biased to the downside, with a chart pattern pointing toward a retest of the October 14 low at $4,073 per ounce.
The analysis highlights potential support failure at $4,096, which could expose gold to the $4,036–$4,067 range, while resistance stands at $4,135.
A break below support could deepen losses toward $3,937, although a move above $4,135 could open a recovery toward $4,150–$4,169.
Malaysian palm oil futures fell for a second consecutive session, slipping 0.17% to 4,759 ringgit per metric ton as weakness in rival vegetable oil markets weighed on prices.
Dalian palm oil futures dropped 0.28% and Chicago soyoil declined 0.08%, while Malaysian palm oil exports for October 1–20 were estimated to have increased 58.5%–78.4% month over month.
Stronger crude oil prices, biodiesel demand and seasonal production declines could support palm oil, although technical analysis suggests prices may retest support near 4,736 ringgit per metric ton.
Tom Lee says BitMine will stop accumulating Ethereum once its holdings reach 5% of ETH's total supply, establishing a hard cap on its buying strategy.
BitMine held approximately 6 million ETH, or 4.9% of total supply, at the time of Lee's TOKEN2049 speech, leaving roughly 100,000 ETH before reaching its target.
The approaching end of BitMine's accumulation could reduce a source of institutional buying demand for ETH, although the broader market impact remains uncertain.
Corn futures edged above $4.60 per bushel but remained near a two-month low as weak export demand and expectations for a record U.S. harvest continued to pressure prices.
U.S. export inspections plunged nearly 49% week-on-week to 672,475 metric tons, while the USDA projected record production of 16.03 billion bushels and ending stocks of 1.849 billion bushels.
Accelerating harvest progress and abundant expected supplies could keep corn prices under pressure despite the USDA raising its export forecast to 3.3 billion bushels.
Oil prices climbed as renewed Middle East tensions revived supply concerns, while Asian equities extended losses as investors shifted focus away from AI-related jitters.
WTI crude rose 0.9% to $98.02 per barrel and Brent gained 1.1% to $109.98, while U.S. crude inventories fell by a larger-than-expected 3.1 million barrels; gold and silver also declined amid inflation concerns.
Further escalation in the Middle East and continued inventory drawdowns could push oil prices higher and intensify volatility, particularly as WTI approaches the $100 threshold.
Nasdaq 100 futures fell more than 1% after Tesla cut capital spending.
The move has shifted attention to whether spending tied to AI and EV expansion is cooling. Tesla’s budget reduction is being watched as a potential signal for hardware suppliers, supply chains and high-valuation growth stocks linked to large-scale capital expenditure.
The key market focus is broader Big Tech capital-spending guidance and whether the pullback remains company-specific or reflects a wider reassessment of AI and EV investment plans.
Gold and silver prices declined in global markets as escalating West Asia tensions pushed crude oil higher, fueling inflation concerns and uncertainty over monetary policy.
COMEX gold fell 0.49% to $4,129.60 per ounce, while silver dropped 1.15% to $57.045; Brent crude climbed 1.2% to $110.11 per barrel.
Persistently elevated oil prices and expectations of higher interest rates could continue to pressure precious metals, although geopolitical uncertainty may provide some safe-haven support.
Copper prices fell 0.6% in early Asian trading, with analysts expecting the metal to remain range-bound in the near term.
The three-month LME copper contract dropped to $14,274.50 per ton, while analysts cited Fed policy uncertainty, U.S. dollar volatility, and pending U.S. copper tariffs as key risks.
Continued policy uncertainty and tariff developments could amplify price swings while limiting copper's near-term directional momentum.