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BTC drops to 81561, and bulls are still paying their faith tax on schedule

Midday market recap, in four words: weakness across the board. BTC is at 81561.7, down 1.56% over 24 hours. The intraday high of 82955 has become a monument to those who chased the rally, while the low of 80888.9 is wobbling right beneath our feet. ETH is down 2.12% to 2393.32, XRP is down 2.19%, and major coins are all in the red. Only BNB, down 0.12%, is pretending to stay calm—but that’s not resilience; it’s poor liquidity. It just hasn’t had its turn to get hit yet. The most ironic part is the funding rates. After a drop like this, BTC’s rate is still 0.0067%, ETH’s 0.007%, and XRP’s 0.0087%—positive across the board. In plain English: prices are falling, but bulls are still paying by the hour and refusing to leave the table. That’s the faith tax. The more people who pay it, the more the market will make sure they learn their lesson. Directional outlook: bearish signals are clear. BTC has already fallen below the pivot at 82201.17, and the rebound can’t reclaim it—the structure is weak. The key intraday line is 80072.33, the daily buy level and the bulls’ last scrap of cover. Hold there, and only then is a recovery back to 82201 worth discussing. Break below it, and there’s nothing but a vacuum beneath—don’t talk sentiment halfway down the mountain. Resistance overhead is just as clear: the daily sell level at 83513.43 is hanging in the sky, and without volume, forget about reaching it. ETH’s script is even more straightforward: 2393.32 is lying motionless below the 2409.52 pivot. Support is at 2337.61; any rebound needs to clear 2460.03 before you start talking fantasies. Even XRP is down 2.19%. If you’re still dreaming of a broad rally, maybe take a look at the color of your holdings first. One final question: prices are down, funding rates are still positive, and retail traders are still holding on for a miracle—historically, when bulls collectively refuse to give up like this, it often isn’t the bottom. What does a real bottom look like? Funding rates turn negative, bulls surrender, and the group chat goes silent. The chat is still buzzing now, which means the show has only just begun.

$BTC Daily sell level: $83513 Daily buy level: $80072
$ETH Daily sell level: $2460.03 Daily buy level: $2337.61
$BNB Daily sell level: $745.66 Daily buy level: $721.39
$BTC #BTC $ETH #ETH

Down 3.2% overnight, yet funding rates are still positive: longs are paying to hold on

A massive red candle overnight sent BTC plunging from a high of 84,330 to 80,888.9, a 3.2% drop. It’s now at 81,448. Price is stuck below the 82,201 pivot, without even enough strength to bounce up and touch it—this isn’t a pullback; it’s weakness.

The most painful part is the funding rate: even after a drop like this, it’s still positive at +0.0069%. Longs are paying funding while sitting on unrealized losses. That kind of loyalty is heartbreaking. The market never ignores conviction—it just delivers in the opposite direction from what you expected.

ETH is weakening in tandem, down 3.2% to 2,392, with the daily buy point at 2,337 right below. Today will tell the story. XRP leads the declines, down 3.8%, while BNB is down just 2.2%, making it the most resilient of the bunch—but in a falling market, resilience often doesn’t mean strength; it just means your turn hasn’t come yet.

BTC traded $14.5 billion over the day. That level of volume doesn’t mean nobody cares—it means bulls and bears are exchanging positions in a real fight. Coins are moving from the hands of the faithful into the hands of bargain hunters.

Today’s script has just three points:
1. If price can’t reclaim 82,201, any rebound is just a smokescreen.
2. 80,072 is the line between life and death. If it breaks, the overnight low of 80,888.9 becomes meaningless.
3. Until price gets back above 83,513, every rally is an opportunity to reduce exposure.

Bearish signals are clear. But don’t chase the drop in a panic—the biggest wick always catches the most emotional traders.

$BTC Daily sell point: $83513 Daily buy point: $80072
$ETH Daily sell point: $2460.03 Daily buy point: $2337.61
$BNB Daily sell point: $745.66 Daily buy point: $721.39
$BTC #BTC $ETH #ETH

Four coins collectively break below their daily buy levels; the overnight session will hinge on 81605.5

Evening recap—here’s the conclusion first: this isn’t a pullback; it’s a collective breakdown.

BTC slid from an intraday high of 84875.2 to around 81700, down 2.15%, with 17.56B in trading volume. This was a high-volume selloff, with price and volume both moving lower—not the kind of action you see in a shakeout. ETH fared even worse: after hitting 2526.99, it pulled back to 2399, down 2.86% and underperforming the broader market. BNB fell 1.9%, XRP fell 2.18%. All four coins moved in lockstep—not one of them held up.

The truly worrying part is where they are: all have fallen through their daily buy levels. BTC’s daily buy level is 82804.8, while the current price is 81699.8; ETH’s buy level is 2430.08, while the current price is 2399.13. BNB and XRP are showing the same pattern, both below their buy levels. One coin breaking down is that coin’s problem; all four breaking down together means the market is deleveraging across the board. It has nothing to do with whatever promises a project team is making.

The details look even worse: BTC is less than $100 above its intraday low of 81605.5. That means it hasn’t managed a single decent rebound all day, and is closing right near the floor. The bulls’ entire job today was to hold the line from 84875.2—and they ended up flat on their backs.

Some are pointing to negative funding rates as proof that the market has bottomed? Wake up. BTC’s funding rate of -0.003083% only shows that shorts are getting a little crowded. There isn’t enough depth here for that to make even a splash. We don’t know whether shorts are squeezed; what we do know is that the bulls have already given up. ETH’s funding rate of 2.03e-06 is hugging the zero line—no one’s even willing to put money behind their conviction.

Here’s the overnight and next-day playbook, with levels:

1. BTC’s only thing to watch tonight: whether 81605.5 holds. If it does, then tomorrow it may be worth talking about a recovery to 82804.8. If it doesn’t, there’s no ready-made support below. Don’t try to guess the bottom; the market owes you no answers.
2. The first hurdle on a rebound is 82804.8; the broken buy level may now become resistance. The second is the 83840.0 pivot. If price can’t clear both, any rebound is borrowed time—and eventually the bill comes due.
3. ETH’s last fig leaf is 2393.28. Unless it gets back above 2430.08, it’ll keep wearing the “weaker than the broader market” label.
4. The next-day ceiling is 85085.2, the daily sell level. Going from the floor to the ceiling overnight? That kind of story only shows up in call-signal groups.

Direction: bearish signals are clear. High volume, a breakdown, and a close near the low—when all three line up, don’t rush to play hero in the overnight session. Waiting for 81605.5 to give an answer is a lot more dignified than asking in the group, “Can I still hold?”

$BTC Daily sell level: $85085 Daily buy level: $82805
$ETH Daily sell level: $2521.19 Daily buy level: $2430.08
$BNB Daily sell level: $752.41 Daily buy level: $740.44
$BTC #BTC $ETH #ETH

Up 0.119% and we’re calling the bull back? BTC is napping right on the daily buy level at 82804.8

Midday market update: let the data speak first, and let’s pour some cold water on things.

BTC is at 82878.5, up 0.119% over 24 hours. Is it up? Technically, yes. The price is sprawled out right above the daily buy level of 82804.8, and it could tumble if it so much as rolls over. The morning high was 84875.2, but it pulled back before even touching the daily sell level at 85085.2—rejected on the way up, then hugging the floor on the way down. Does that look like a launchpad?

Funding rate: -2.229e-05. The bears are still collecting fees. Someone’s about to say, “Negative funding means the shorts are crowded, which means a reversal is coming.” Wake up. Negative funding paired with a price glued to the floor says just one thing: nobody’s rushing to carry the bulls.

ETH is at 2446.52, up 0.101%. Its 24-hour low was 2432.85, almost falling asleep right on the daily buy level at 2430.08. This “rise” in Ethereum couldn’t even buy you a cup of milk tea.

BNB is down 0.248% at 740.81, just a step away from its daily buy level of 740.44. Even exchange tokens are dozing off—where’s this broad-market rally narrative supposed to come from?

The only real show-off in the room is XRP, up 1.148% at 1.3482. But its funding rate is 3.878e-05, the highest positive reading across the board—longs are crowding at the door and paying the shorts. A lone coin rallying while funding climbs is an FOMO down payment, not the start of a trend. The daily sell level is right above at 1.4; let’s see if it can hold above 1.33 on a retest. Then it can brag.

Here’s the call: bearish bias. Keep these three BTC levels in mind—82804.8 below; if that breaks, watch 82594.8. The daily pivot is 83840.0 in the middle; don’t talk reversal unless price gets back above it. And 85085.2 above—come back and call it a bull market if we get there.

The price is napping on support, and there are more people shouting “reversal” than there are buy orders. Waiting for the candlesticks to wake up is more reliable than listening to people shouting.

$BTC Daily sell level: $85085 Daily buy level: $82805
$ETH Daily sell level: $2521.19 Daily buy level: $2430.08
$BNB Daily sell level: $752.41 Daily buy level: $740.44
$BTC #BTC $ETH #ETH

User Says DOT Was Stolen After Fearless Wallet Update; Polkadot Support Team Investigating

A wallet security incident in the Polkadot ecosystem has recently drawn community attention. A Fearless wallet user issued an urgent warning, saying that 260.05 DOT was transferred out of their account shortly after they completed an update prompted by the app itself. The user said their recovery phrase had been kept secure and had never been entered on any external website, making common user errors an unlikely explanation.

Key facts: On-chain records show that the stolen funds were first consolidated at an intermediary address and then split into several transfers, sent just 18 and 36 seconds apart. The user regards this second-by-second precision as technical evidence that an automated program exploited a vulnerability. They have submitted a detailed report, including transaction records and a timeline, to the Web3 Foundation and the Polkadot support team. Polkadot support confirmed receipt and said it is investigating. The user also submitted evidence through Fearless developers’ support channel but, as of their latest update, has not received a substantive response. It is important to note that the user clarified that their reference to confirmation concerns the technical evidence, not an official conclusion; the final findings are subject to the investigation. The user also urged the community to move assets to hardware devices or other trusted wallets as soon as possible, and suggested that Polkadot reconsider its recommendation of Fearless.

Analysis: If the recovery phrase was not compromised and there was no phishing attack, yet funds were still transferred automatically after an update, possible explanations include an exploitable vulnerability in the app’s code or update mechanism, a compromised local signing environment, or even a supply-chain attack. These are all speculative and should be treated as such pending the official investigation findings. Compared with security firms’ incident records and monthly statistics, attack vectors in the crypto sector in 2026 are shifting away from smart contract vulnerabilities toward off-chain infrastructure, signing keys, and permissions. Several major losses have resulted from key leaks and compromised permissions. Wallets and update channels have become high-value attack surfaces, and this incident appears consistent with that trend.

Potential impact on the crypto market: The most immediate short-term impact is on trust. Users may move assets from third-party software wallets to hardware wallets or other clients, potentially affecting on-chain transfer activity to some extent; this is speculative. In the medium term, if the investigation confirms a wallet vulnerability, Polkadot’s recommendation of the wallet may be reconsidered. If the incident is found to be isolated, its impact will gradually fade. The amount involved in this individual case is limited, so for DOT the impact is more likely to be a matter of sentiment and trust than a direct shock to supply and demand. This assessment is also an inference.

Editorial assessment: Before an official conclusion is released, this case should not be presented as established proof that the wallet leaked private keys. However, the on-chain timeline provided by the user can be independently verified, so the community’s caution is reasonable. Users of the wallet should verify the source of updates and review their transaction records. Consider using hardware isolation to manage significant assets. This content does not constitute investment advice.

#波卡社区基金会警示Fearless扩展泄露私钥 #BTC #ETH #BNB

Daytime rally was strong; the night session hinges on 83887: Are BTC bulls making a real move or just faking it?

That bullish candle during the day gave the bears plenty to worry about. BTC climbed from last night's low of 81281, recovering all the way to 83463, up 2.455% on the day, with 11.29 billion U in trading volume. Those who handed over their coins near last night's low must be kicking themselves now, right? Hold that thought—let's look at the data first.

The funding rate is 0.0001, right around normal. The price rose 2.455%, but leverage hasn't heated up, suggesting this move is being driven by spot buying rather than artificial hype from piling into futures. A rally driven by spot has firmer foundations than one inflated by leverage, and is less likely to see sudden wicks on a pullback.

A few more details: ETH rose 3.559%, with its price at 2468 already knocking on the door of the daily sell point at 2493; XRP led the major coins with a 4.504% gain, and at 1.3551 it's just a hair below its 1.36 sell point; BNB rose 2.489%, with 747 pressing against its 748.62 sell point. All four major coins are collectively nearing their daily sell points. That's no coincidence—the night session is the decisive round.

Two numbers will decide the night session:

Hold above 83887 (the daily sell point), and the rebound levels up, opening the way higher. If price keeps getting rejected at 83686 (the 24-hour high), it will retreat to consolidate in the 82517 (pivot) to 83887 range. A break below 82517 puts 81614 (the daily buy point) back in view. If that level gives way, most of the day's gains will have been for nothing.

My view is clear: the data favors the bulls. Price is above the pivot, the funding rate isn't overheated, and volume is holding up. But until 83887 is broken, all these gains are just an “attempt,” not an “answer.”

Let's be blunt: recovering from 81281 is a bounce, not a bull market. Some people in the group are already yelling, “The bull market is back—get in quick!” Maybe they should first review how their last entry below resistance worked out. In a recovery rally, the most expensive move is chasing prices right at the sell point.

Keep your eyes on the battle around 83887 during the night session. A high-volume breakout followed by a successful retest of 82517 confirms the bullish setup. If price can't get through, expect more consolidation between 81614 and 83887. The direction and levels are clear; what's left is execution.

$BTC Daily sell point: $83888 Daily buy point: $81614
$ETH Daily sell point: $2493.41 Daily buy point: $2386.45
$BNB Daily sell point: $748.62 Daily buy point: $730.25
$BTC #BTC $ETH #ETH

South Korean retail investors lose a combined 6.31 trillion won betting on single-stock leveraged products

South Korea’s stock market has seen a volatile run this year, driven primarily by artificial intelligence. Since May, leveraged exchange-traded products tied to individual stocks have been launched one after another, quickly attracting retail investors. Leveraged funds briefly helped make South Korea’s market one of the world’s best-performing, but the trend then reversed and risks began to surface. This is the basic backdrop to the episode.

The core figures come from data submitted by South Korea’s Financial Supervisory Service to an opposition lawmaker: from May 27 to August 14, retail investors at ten brokerages collectively lost 6.31 trillion won (about $4.8 billion) on single-stock leveraged products. The figures include both realized gains and losses and unrealized losses on open positions: realized losses totaled 2.32 trillion won, while unrealized losses amounted to 3.99 trillion won. An earlier figure of approximately 2.3 trillion won in losses disclosed by the lawmaker’s office is broadly in line with the realized-loss component reported here. The difference is mainly whether unrealized losses are included; the two disclosures are not contradictory.

The products were mainly linked to two chip stocks: Samsung Electronics and SK Hynix. The breakdown by age is also noteworthy. Investors in their 40s had the largest total losses, with 165,200 accounts losing about 2.05 trillion won. Investors in their 50s lost about 1.87 trillion won across 158,000 accounts, while those in their 30s lost about 1.09 trillion won across 117,300 accounts. Investors aged 70 and over had the highest average loss per account, at about 29.94 million won.

South Korean regulators tightened trading in single-stock leveraged products starting in July, including by banning new product launches, raising minimum cash margin requirements, and requiring investors to complete training. Trading volumes in these products subsequently fell sharply.

The dynamics can be broken down into three parts. First, leverage applied to a single underlying asset multiplies volatility, so when a trend reverses, losses can mount much faster than on an ordinary position. Second, these products are subject to volatility decay: in a choppy market, even if the underlying asset falls only modestly, the leveraged product’s net asset value may be steadily eroded. This is a general feature of the product structure, an analytical inference rather than a disclosed fact. Third, the highest average losses among older investors suggest a mismatch between risk awareness and product complexity.

The implications for crypto markets are mostly indirect and speculative. Industry observers generally regard South Korean retail investors as among the most active groups in global crypto trading, but that is not a finding in the data disclosed here. There is currently no data to support conclusions about whether, or how quickly, risk-seeking investors will move into other assets after tighter restrictions on leveraged stock products. The more certain commonality is that the loss dynamics of single-stock leveraged products closely resemble those of highly leveraged crypto derivatives: amplified volatility, accumulating losses, and the greatest harm to those who do not fully understand the risks.

Editor’s note: The value of these figures lies in risk education, not in stirring up emotion. Leverage amplifies volatility. It does not change the direction of a market call; it changes the cost of getting it wrong. That principle holds whether the asset is a chip stock or a crypto asset. The amounts and age breakdowns above reflect the regulator’s reporting methodology. Conclusions may change if the reporting period is extended or the methodology revised, so readers should refer to any subsequent official disclosures.

#SouthKoreanRetailInvestorsLose6.3TrillionWonOnSingleStockLeveragedETPs #BTC #ETH #BNB

NEAR Governance Vote Opens: Annual Inflation Rate Proposed to Fall from 2.5% to 1.6%

Tokenomics across public blockchains are undergoing a collective reassessment, and NEAR is the latest project to put an issuance cut on the governance agenda. According to reports by PANews and BlockBeats, NEAR’s governance body, the House of Stake, has officially opened voting on proposal HSP-029. The plan is to lower the maximum annual NEAR issuance rate linearly from its current 2.5% to 1.6% over 24 months, following an approximately 90-day buffer period. Voting closes on November 2, 2026. The proposal requires supermajority support and will only take effect after validators adopt it through a network upgrade.

The proposal includes detailed estimates: if implemented, approximately 11.8 million fewer NEAR tokens would be issued over the next two years, and around 66.1 million fewer over six years. Compared with the current policy, this would amount to a roughly 4.36% reduction in supply. The trade-off is lower returns: total staking yield is expected to fall from 5.27% to 3.37%. In other words, this is a typical exchange of short-term returns for long-term scarcity: reducing issuance limits dilution but directly cuts stakers’ nominal rewards.

The proposal has two underlying aims. The first is supply-side discipline: the lower the issuance rate, the less new sell pressure and dilution over time, making it easier for the token economy’s long-term structure to move toward a fixed supply. According to BlockBeats’ background review, NEAR has already lowered inflation from a higher level to 2.5%. This proposal would cut it by a further 0.9 percentage points and phase in the change over 24 months, replacing a one-time adjustment with a gradual one. The second aim is to send a signal at the governance level: key tokenomics decisions have shifted to the House of Stake. The voting window is only about two weeks, and implementation also depends on validators supporting a subsequent upgrade, so the execution process is not short.

The potential impact on the crypto market should be considered from both sides. On the positive side, slower supply growth, combined with the community’s product narratives around AI, chain abstraction, and other areas, could improve how the market values NEAR over the long term. Historically, proposals to reduce issuance have often been interpreted as bullish for deflation. The risks are that staking becomes marginally less attractive after yields fall from 5.27% to 3.37%; if the staking rate drops significantly, this could theoretically affect the network’s security budget. Moreover, the proposal has not yet passed, and the voting outcome, supermajority threshold, and validator upgrades are all uncertain. It would be imprudent to price the proposal as though it were already an implemented positive catalyst.

Editorial view: This is another landmark event in the shift of public-chain tokenomics from high inflation toward more refined management, in line with the industry’s recent trend of reducing inflation and emphasizing real revenue. But the proposal is fundamentally a redistribution of benefits: all token holders benefit from fewer tokens being issued, while stakers bear most of the reduction in rewards. Internal community tensions may come to a head during the vote. Three milestones are worth watching: the level of support when voting closes on November 2, changes in staking data during the buffer period, and how quickly validators respond to the network upgrade. Until then, any definitive conclusions about price are premature.

#NEAR投票拟将年增发率降至1.6% #BTC #ETH #BNB

Korean AI computing-power stock Elice hits daily gain limit after plunging on debut

Background: Korean AI computing-power service provider Elice Inc. listed on the KOSDAQ under the “next-generation cloud services” narrative, at a time when global investors were reassessing valuations for AI infrastructure. The company had limited name recognition outside South Korea, and the IPO pricing was interpreted by the market as an attempt to capitalize on spillover demand from the AI boom. But its share price plunged 32% on the first day of trading—a record drop, according to several media outlets—also exposing investor doubts about the sustainability of highly valued computing-power assets. In the key development, the stock rebounded strongly on Wednesday, touching the 30% daily gain limit at 79,900 won. It recovered most of its first-day losses, but remained below its IPO price of 90,500 won. Huh Jae-Hwan, an analyst at Eugene Investment & Securities, said the company’s valuation was not cheap, but that the previous day’s drop had nevertheless been excessive. In broader market terms, reports attributed the rebound to improved sentiment following better earnings from U.S. tech companies. The KOSPI and KOSDAQ also rose in tandem that day. Reports differ slightly on their intraday gains, putting them at around 3%–3.8% and 2.5%–2.8%, respectively. The direction is consistent, but the figures should not be conflated.

The first-day plunge and the next-day gain limit are not necessarily contradictory. They look more like a sharp repricing of a high-expectation asset after liquidity, sentiment, and valuation anchors fell out of balance. The IPO price of 90,500 won can be viewed as an anchor set by the primary market. The first-day break below that level, and the scale of the decline, showed that secondary-market investors did not consider the “AI computing power” label alone enough to offset valuation risks. Wednesday’s rebound to 79,900 won still fell short of the IPO price, suggesting that it was more a correction in sentiment than a renewed validation of fundamentals. It is especially important to note that the 30% gain limit can amplify the impression of a strong comeback, while also preventing prices from fully adjusting. Short-term supply and demand can therefore become distorted near daily price limits.

The impact on crypto markets should be viewed as an indirect transmission, with facts kept separate from speculation. The facts are that the available evidence covers only the South Korean stock market, the pricing of an AI computing-power company, and sentiment around U.S. tech earnings; it shows no cryptocurrency fund flows, on-chain data, or unusual activity on trading platforms. One plausible scenario to watch is that if AI infrastructure stocks shift from panic to recovery, risk appetite in Asia could briefly improve, lending a sentiment boost to crypto narratives tied to computing power, AI agents, and decentralized infrastructure. But such spillovers are usually fragile: if expectations for U.S. earnings reverse or South Korean stocks become volatile again, related assets could give back their gains in tandem. Another possible channel is liquidity preference: when high-volatility equities attract short-term capital, marginal buying in crypto markets may be diverted, and vice versa. The direction is not fixed.

Editorial view: The significance of this news is not the stock’s hitting the daily gain limit itself, but the indication that AI valuations are moving from one-way enthusiasm into a period of testing marked by high volatility. The steep first-day decline shows that the market is beginning to question computing-power revenue, capital expenditure, and returns. The strong rebound the next day, meanwhile, suggests that panic did not escalate into outright rejection. A more prudent approach for readers is to watch whether the stock can hold above its IPO price, whether trading volume increases, and whether the company discloses verifiable orders and gross-margin structure. Without sufficient evidence, a one-day recovery should not be interpreted as a trend reversal, nor should sentiment toward AI stocks be equated directly with the direction of crypto assets.

#Elice股价反弹至涨停 #BTC #ETH #BNB

Everything’s in the green, but gains are crawling along like toothpaste squeezed from a tube. Did the bulls skip breakfast?

The whole market is green—so green it’s making me yawn.

BTC is at 82775, up 0.865%. Its 24-hour high is 83420, and it didn’t even reach R1 at 83887. The funding rate is 0.0064%, practically zero—the bulls don’t even dare add leverage. What kind of charge is that? More like a stroll.

Trading volume is a little more interesting: BTC did 10.53 billion USDT in a day, and ETH 7.81 billion. Volume is there, but price isn’t moving. That means someone’s quietly buying—and someone else is selling into the rally. Who’s buying? Probably not those big-name influencers calling for trades. They only tell you they positioned early after the price is already up 10%.

ETH is at 2444, up 1.358%, doing a little better than big brother, but only a little. BNB is at 742.6, up 1.43%, with just 220 million in volume. The place is deserted; however pretty the gains look, it’s just cheering itself on. XRP is up 2.185% to 1.33, the star of the show—but put that gain in historical context and it barely makes a ripple.

Let’s talk direction. The current price is above the pivot point PP at 82517. The funding rate is neither extremely negative nor overheated, and sentiment is neutral to mildly warm. My view: slightly bullish, but don’t get carried away.

The logic is simple: as long as BTC holds near S1 at 81614, the structure remains intact. The first target above is R1 at 83887. Only after holding above that can we talk about room beyond the 24-hour high of 83420. On the other hand, if it falls below 81614, yesterday’s low of 81280 is the next hurdle. Break that, and today’s gains become a joke.

Same goes for ETH: hold above PP at 2432 and look toward R1 at 2493. If it can’t hold S1 at 2386, forget about an altcoin season.

One reminder: with funding this flat and gains this mild, the market hasn’t picked a direction yet—it’s just building up energy. The worst thing to do right now is listen to the gurus in your group chat shouting, “Takeoff imminent!” Who knows if it’ll take off? First, figure out where your stop-loss is.

The bulls have the upper hand, but their advantage is paper-thin. Hold 81614, watch 83887; everything else is noise.

$BTC Daily sell point: $83888 Daily buy point: $81614
$ETH Daily sell point: $2493.41 Daily buy point: $2386.45
$BNB Daily sell point: $748.62 Daily buy point: $730.25
$BTC #BTC $ETH #ETH

BTC is having lunch above the daily sell point; bears can’t even hold their chopsticks steady

Last night, the bears were still celebrating 80622. They woke up to find BTC already having lunch above the daily sell point at 82690. Price: 82748, up 1.21%, with a 24-hour high of 82855. The dip below was bought back hard. That’s not how leveraged traders move—it’s real spot money stepping in to scoop up coins. What’s the funding rate? 0.0001, right at baseline. The price is up 1.21%, yet the rate hasn’t budged, which shows this rebound isn’t being forced up by borrowed money. Longs aren’t crowded, and that kind of rally can actually go further. To the influencers shouting “a rebound is just your chance to escape”—why not take a look at the liquidation map?

ETH is the same as ever: +0.54%. BTC is charging at resistance while ETH watches. Price: 2427, stuck between 2388 and 2449.8, playing dead. It hasn’t even rung the doorbell at the daily sell point of 2449.8. If you’re holding ETH, your faith is billed quarterly. BNB, on the other hand, is showing some backbone: 729.43, right up against the daily sell point at 730.3. Its 24-hour high was 729.98—just a hair away. XRP is up 1.28%, the strongest runner among the major coins, with 1.3128 approaching resistance at 1.33.

Direction: bulls have the upper hand. Keep an eye on 82855 above BTC; a breakout would open up room to accelerate. Holding above 82690 means a pullback to 81656 would be normal rotation. Below, the daily buy point at 81043 is the level to defend; below that comes 80622. As long as 80622 holds, last night’s wick will be the bears’ last moment of glory today. Trading volume is 8.7 billion USDT, funding is low, and price is moving along the pivot. Are you sure you want to bet against the data?

$BTC Daily sell point: $82690 Daily buy point: $81044
$ETH Daily sell point: $2449.8 Daily buy point: $2347.88
$BNB Daily sell point: $730.3 Daily buy point: $711.63
$BTC #BTC $ETH #ETH

Overnight wick down to 80622, then a rebound—the people who panicked last night paid tuition for nothing

Did you understand last night’s playbook? BTC plunged to 80622 overnight, slicing straight through the daily buy level at 81043.77, then slowly climbed back to 82383.5 before dawn, up 0.99%. This wasn’t a crash; it was a textbook wick-and-shakeout, flushing out leverage and weak hands alike.

Here are three key data points:

1. The current price is 82383.5, only a few hundred points shy of the daily sell level at 82690.47. But note that even the overnight high of 82527.8 didn’t reach R1. That means the selling pressure overhead is real—it’s not just retail traders scaring themselves.

2. The funding rate is 0.0062%, as low as an exchange on a Sunday morning. Longs aren’t crowded, and there aren’t many chasing prices higher. This mildly bullish setup is actually healthier than an overheated one.

3. 24-hour trading volume is $8.26 billion. The rebound came with volume—not a low-volume pump that’s fooling itself.

Outlook: Bulls have the edge, but your entry matters more than your conviction. Keep a close eye on 82690.47 intraday: holding above it would open up more room to run. If the price pulls back, watch 81043.77 first, then 80622—the overnight hard floor. If that breaks, last night’s shakeout has to be reclassified as distribution, and that’s a completely different story. Don’t fall in love with the market; accept it when support breaks.

ETH is still failing to get off the ground. It’s up 0.388%, not even half of BTC’s gain. The current price of 2417.67 is stuck between the sell level at 2449.8 and the buy level at 2347.88, going nowhere. Its funding rate of 0.0039% is equally tepid. ETH/BTC has been steadily sliding, and the patience of the true believers is being charged by the hour.

BNB, meanwhile, is showing some grit: it closed at 725.48, right beside its 24-hour high of 725.72, with the sell level at 730.3 just ahead. The catch is that trading volume is only $240 million. Big noise on low volume—fine to watch, but don’t take it too seriously.

In short: last night’s panic has been exposed as a trap, and 82690.47 is today’s line between bulls and bears. A move above it opens up more room; a drop back below 81043.77 means admit you’re wrong and get out. The lesson is to be greedy when others are fearful. If you failed that test last night, take it again.

$BTC Daily sell level: $82690 Daily buy level: $81044
$ETH Daily sell level: $2449.8 Daily buy level: $2347.88
$BNB Daily sell level: $730.3 Daily buy level: $711.63
$BTC #BTC $ETH #ETH

BTC is pushing up from 81,875, while ETH is still playing dead. Keep an eye on this level tonight.

The action during the day was pretty interesting. BTC dipped as low as 80,751, then staged a late-session comeback to 82,038.6, up 0.614% on the day, with 5.04 billion USDT in volume. The price is now holding above the daily sell level at 81,875.6—and that level isn’t just for show. Stay above it, and the bulls are in control.

The funding rate is 0.0001, textbook standard. In plain English: leverage isn’t overheated, hardly anyone is chasing the price, and this rally is relatively clean. There’s barely any froth to squeeze out.

ETH is another story. It’s falling while BTC rises, currently at 2,417.29, down 0.651%. Its intraday low was 2,355, almost right on the daily buy level at 2,357.43. The rebound didn’t even get close to the daily sell level at 2,443.31. How much faith is left among those who’ve been calling for ETH to catch up for the past six months?

The other coins aren’t much to look at either. BNB is at 723.91, up 0.348%, pinned down by the daily sell level at 724.71. XRP is at 1.2976, down 0.666%, lying dormant around the 1.29 pivot. BTC is the only one doing any work—the big players aren’t even bothering to hide it anymore.

Tonight’s playbook comes down to two levels: if BTC holds 81,875.6, the next target is 82,268.7—today’s high. It needs to break through that to open up more room. If it can’t hold, it may first fall back to the 81,313.3 pivot, with meaningful support further down at 80,893.6. A break below 80,893.6 would erase today’s gains.

If you’re holding ETH, keep a close eye on 2,357.43 tonight. It already tested 2,355 once during the day. If it retests and breaks below, there’s a short-term vacuum underneath—don’t count on anyone stepping in to buy.

One detail: ETH traded 4.93 billion USDT over the day, almost matching BTC’s 5.04 billion. Their market caps are worlds apart, but turnover is nearly even. Coins are changing hands this frequently, while retail traders are still cheering each other on in chat groups. Before talking about an ETH turnaround, it needs to reclaim 2,443.31.

Direction: bullish, but only for BTC. Any pullback tonight that holds above 81,875.6 counts as strong consolidation. Don’t panic—until the data turns bad, don’t scare yourself.

$BTC Daily sell level: $81,876 Daily buy level: $80,894
$ETH Daily sell level: $2,443.31 Daily buy level: $2,357.43
$BNB Daily sell level: $724.71 Daily buy level: $711.37
$BTC #BTC $ETH #ETH

DeepSeek-V4 officially launches, adding Pro and Flash versions to its API

Over the past two years, DeepSeek has maintained a rapid pace of model releases: V3 launched in late 2024, R1 followed in early 2025, and a series of upgrades—including V3.1 and V3.2—came afterward. In February 2026, some users got an early look through an app update at a gradual rollout that expanded the context window from 128K to 1M, with the knowledge base updated through May 2025. On April 24, the official changelog confirmed the formal launch of DeepSeek-V4.
The official changelog shows that the API now supports two new versions, V4-Pro and V4-Flash, and is compatible with both the OpenAI ChatCompletions API and the Anthropic API. The endpoint remains unchanged; developers only need to set the model parameter to deepseek-v4-pro or deepseek-v4-flash. The old model names deepseek-chat and deepseek-reasoner will be discontinued on July 24, 2026. During the transition period, they will respectively point to V4-Flash’s non-thinking mode and thinking mode. A June report from a third-party cloud platform also said that the production version of V4 introduced a 1M-token context window and a new sparse attention architecture.
A closer look at this update suggests a clear emphasis on efficiency rather than parameter-count showmanship. A previous Nomura Securities report said that two design features introduced in V4—mHC manifold-constrained hyper-connections and the Engram conditional memory module—address two major pain points: instability in deep-network training and high memory usage. The former makes information flow between layers more stable, while the latter places static knowledge in inexpensive memory, freeing up costly HBM. The firm believes V4’s core value lies in using architectural innovations to lower training and inference costs and advance the commercialization of AI applications—not in upending the existing AI value chain. Nor does it expect V4 to recreate the panic over computing demand seen when V3 launched. Notably, the report also mentioned that DeepSeek models accounted for more than half of calls to open-source models on OpenRouter in late 2024, but their share had fallen significantly by the second half of 2025. V4 faces a much more complex competitive environment than it did a year ago.
The impact on crypto markets can only be assessed through logical inference for now; the available evidence contains no data on how related sectors actually responded after V4’s release. There are three possible transmission channels. First, if inference costs fall substantially, the demand narrative for decentralized computing projects could be reassessed, echoing the institutional view that the release will not trigger panic over computing demand. Second, low-cost long-context capabilities could benefit AI agent development: multi-step tasks consume more tokens, potentially providing a catalyst for the agent narrative. Third, as open-source models continue to approach the performance of closed-source models, expectations for local deployment and decentralized inference may strengthen. These are all projections, not established facts.
Editor's note: The clearest signal in this update is the deliberate effort to keep migration costs low. Compatibility with both APIs, combined with a three-month transition period for the old model names, shows that the official priority is the developer ecosystem. For the crypto industry, the ultimate beneficiaries of improved model efficiency are more likely to be application-layer projects that generate real usage and on-chain settlement demand, rather than assets linked to AI only by association. Two sets of data are worth tracking: migration activity after the old model names are discontinued on July 24, and actual changes in application-level usage.

#DeepSeek发布更新版AI模型 #BTC #ETH #BNB

El Salvador’s Bitcoin reserves rise to 7,798, nearing the 7,800 mark

El Salvador was the first country in the world to make Bitcoin legal tender. After the Bitcoin Law took effect in September 2021, the government began steadily purchasing Bitcoin. In March 2024, officials announced that a large portion of the country’s holdings had been transferred to cold wallets in domestic physical custody vaults. The National Bitcoin Office subsequently made a holdings-tracking website and wallet addresses public, and spread the reserves across multiple addresses to strengthen security. For more than four years, this Central American nation’s Bitcoin accumulation has been a persistent topic in crypto markets.

According to the National Bitcoin Office (in an update dated October 8, 2026), El Salvador added 7 Bitcoin over the past seven days, bringing its national reserves to 7,798. At prices prevailing when the update was published, the holdings were worth more than $643 million, just short of the 7,800 mark. Its “one Bitcoin a day” accumulation strategy remains in effect. The same update included two key details: first, the International Monetary Fund recently said that El Salvador did not meet the relevant standards for public-sector holdings of crypto assets, but approved a waiver based on corrective measures and new commitments; second, IMF First Deputy Managing Director Dan Katz said that, apart from documented donations, the country was not expected to continue accumulating Bitcoin. The recent additions were reportedly funded by private donors whose identities have not been disclosed.

Looking at the longer timeline, the tension between continued accumulation and the IMF is key to understanding the story. In February 2025, the IMF Executive Board approved a 40-month Extended Fund Facility worth about $1.4 billion. Conditions included making it voluntary for businesses to accept Bitcoin, gradually winding down direct public-sector involvement in the Chivo wallet, and continuing to reduce financial risks related to Bitcoin. The agreement originally called for direct purchases to be phased out, but donations have allowed holdings to keep climbing: official figures put the total at around 6,319 in September 2025, rising to 7,798 a year later. This explains an apparent contradiction: while the country nominally continues to “add one Bitcoin a day,” its funding increasingly depends on external donations rather than direct government purchases. There is no public information about the donors’ identities or motives, so any further interpretation would be speculative.

For crypto markets, the signal sent by a sovereign nation’s continued accumulation matters more than its actual impact on supply and demand. The 7,798 Bitcoin represent a very small share of the total circulating supply, so their direct effect on market prices is limited. What the market is really absorbing is the narrative of “long-term holding at the national level,” as well as the example it offers to long-term holders during market downturns. Going forward, variables worth monitoring include whether donations continue, the limits of the IMF’s waiver mechanism, and whether more countries follow suit by establishing Bitcoin reserves.

Finally, it is important to distinguish facts from impressions: the holdings figures and the IMF’s statements are verifiable facts. The picture of domestic adoption is less positive. A 2025 study found that most residents stopped using their wallets after claiming the sign-up reward; remittances received through crypto wallets have long accounted for only around 1% to 2% of the total; and in a Central American University poll, 71.1% of respondents said Bitcoin had brought no benefits. The gap between steadily rising reserves and tepid everyday use is what makes this national experiment worth watching.

#萨尔瓦多比特币持仓突破7800枚 #BTC #ETH #BNB

Sunday midday: BTC edges toward 81,875, while ETH dozes with $4.59B in trading volume

Sunday afternoon, the market is so quiet you can almost hear funding rates ticking. BTC is at 81,767.9, up 0.33%, holding steadily above the daily pivot at 81,313.3 and inching toward the daily sell level at 81,875.6.

First, a reality check for the excited crowd: up 0.33% and you’re calling it a reversal? It hasn’t even touched the 24-hour high of 82,050. Still, the data does lean bullish—funding is at 0.008161%, with longs paying a modest fee and leverage not overheated. A trading volume of $4.35B is supporting the price floor. This is a slow burn, not a flash in the pan.

Then there’s ETH, bringing all the drama: $4.59B in trading volume, the highest of the bunch and noisier than BTC, yet the price is 2,415.63, down 0.38%. Money is changing hands like crazy, but the price refuses to rise. Translation: huge disagreement, with bulls and bears wearing each other down between 2,357.43 and 2,443.31. Don’t stand in the middle—the middle is a meat grinder.

XRP is the most honest: down 0.91% at 1.2961, with funding at -0.003394%. Bearish sentiment is out in the open. The daily buy level at 1.27 is right underfoot; below that, the only level to watch is the intraday low at 1.2687. For weak coins, support levels are always there to test your faith.

Midday takeaway: bullish, but only for BTC. 81,875.6 is the litmus test—if it breaks above on strong volume, look first to 82,050. If it gets rejected, and the 81,313.3 pivot gives way, watch 80,893.6 below, then 80,751. Weekend moves take shape gradually; they don’t happen because someone calls them in the comments. The people who keep saying “nothing happens in a range” often can’t catch the move when it finally comes.

$BTC Daily sell level: $81876 Daily buy level: $80894
$ETH Daily sell level: $2443.31 Daily buy level: $2357.43
$BNB Daily sell level: $724.71 Daily buy level: $711.37
$BTC #BTC $ETH #ETH

BTC plunged through 80893 overnight, then reclaimed it—the fake breakdown was a show for leveraged traders

The overnight script was simple and brutal: first, drive the price down to 80751, pierce the daily buy level at 80893, and sweep leveraged traders’ stop-loss orders clean out. Then slowly pull it back to 81570. This wasn’t market action—it was a targeted delivery, aimed squarely at people trading with leverage.

BTC is now at 81570, up 0.054% in 24 hours—a gain so tiny it might as well not exist. But note one detail: the price is holding above the pivot point at 81313, and the overnight sell-off failed to leave so much as a wick behind. The funding rate is 0.0088%; bulls aren’t exactly going wild either. Sentiment is unusually calm. Calm markets are often the ones with something brewing.

ETH is where the real action is: trading volume is 4.25 billion, higher than BTC’s 3.7 billion, yet its price is down 0.565%. Volume is rising while price is falling—someone is using all that excitement to pass their bags to others, while buyers think they’ve snagged a bargain. The intraday high was 2440 and the low 2355, a nearly 3.5% swing in a single day. It’s all about the adrenaline rush.

XRP, at least, is being honest: its funding rate is -0.004%, plainly negative, and its price is down 0.338%. Shorts are paying interest first; they’re making their position perfectly clear.

Direction: the data leans bullish. The logic is simple—the fake breakdown to 80751 was reclaimed, the daily buy level at 80893 held up, and price is back above 81313. That’s a textbook long-wick setup. First, look to yesterday’s high at 81733; a break above that points to the daily sell zone at 81875. Don’t say I didn’t warn you it could get crowded up there. Below, 80893 is the bulls’ line in the sand. Hold it, and the bullish structure remains intact; lose it, and ETH will look a lot worse than BTC.

For ETH in the short term, keep an eye on the daily buy level at 2357. If it holds, the trading below 2400 is all fuel for the next move. If it fails, the overnight low at 2355 is just another step down.

In short: BTC gives you direction, ETH gives you volatility, and XRP gives you a lesson. Take a look at your positions—which one are you holding?

$BTC Daily sell level: $81876 Daily buy level: $80894
$ETH Daily sell level: $2443.31 Daily buy level: $2357.43
$BNB Daily sell level: $724.71 Daily buy level: $711.37
$BTC #BTC $ETH #ETH

Crypto institutionalization continues amid geopolitical and macroeconomic turbulence
📰 Crypto Morning Brief | 2026-10-18 09:00

🔥 Major Events
1. Iran reiterates plan to restore navigation through the Strait of Hormuz within seven days — Iranian Foreign Minister Araghchi said a seven-day plan to restore navigation through the Strait of Hormuz had been delivered via Qatar…
2. CoreWeave high-yield bond yield rises to 15%; AI junk bond market may temporarily close — According to Bloomberg, CoreWeave’s high-yield bond yield rose to 15% this week, reaching a level that usually signals debt distress…
3. Arthur Hayes: The ultimate goal of trading altcoins is to accumulate Bitcoin — Arthur Hayes said in an interview that his fund’s strategy is to trade altcoins to accumulate more Bitcoin…
4. Fund affiliated with Leopold to disclose Q3 holdings on November 16 — Situational Awareness, a fund affiliated with Leopold, will disclose its Q3 stock holdings on November 16…
5. Musk: The only way to solve the U.S. debt problem is AI and robotics — Musk said the government efficiency reform experiment he once led ultimately came to nothing, demonstrating how difficult it is to address the fiscal deficit from within the government…

📊 Market Data
1. BTC falls below 81,000 USDT, down 0.89% in 24 hours — According to OKX market data, BTC fell below the 81,000 USDT mark and is currently at 80,992.9 USDT…
2. Whale’s 4,890 ETH long position liquidated at $2,356 — On-chain analyst Ember monitored a whale whose $187 million long position, opened with maximum leverage, was…
3. Two Bitcoin wallets dormant for over 12 years transfer 416.69 BTC — According to Onchain Lens, two whale wallets dormant for 12 to 13 years transferred a total of 416.6941 BTC (about 338…

🏛️ Regulatory Policy
No major updates
💡 Project Updates
1. Deutsche Bank plans to launch institutional-grade crypto custody within weeks — Deutsche Bank is reportedly close to launching institutional-grade crypto asset custody services, expected to serve institutional clients within weeks, initially targeting German businesses and professional investors…
2. Goldman Sachs CEO: Tokenization will expand opportunities in financial markets — Goldman Sachs CEO Solomon said on the earnings call that tokenization is becoming an important trend across multiple asset classes and could bring more products and customers…
3. Coinbase crypto-backed loans reach $2.3 billion in outstanding balances — Outstanding balances on Coinbase’s crypto-backed loan product have reached $2.3 billion. The product launched in January 2025…
4. Over $260 million in tokenized Coinbase stocks deposited into Base DeFi — About half the market value of Coinbase-issued tokenized stocks has been deployed in DeFi protocols on Base, amounting to approximately $262.4 million…
5. Grayscale and Republic launch three crypto-focused funds — Grayscale and Republic have partnered to launch three crypto-focused funds, with a minimum investment of $2,500…
6. BAYC launches Mudwater physical and digital card series — BAYC announced the launch of Mudwater, a Solana-based series of physical and digital trading cards…
7. Solana Foundation holds its first Capital Markets Summit in Shanghai — Solana Foundation President Lily Liu said the first Capital Summit was held in Shanghai, China, on Thursday…
8. Report: Institutional on-chain asset management AI product to launch in coming days — Crypto podcast host Andy previewed a major AI product or feature for institutional-grade on-chain asset management, expected to launch in the coming days…
9. Frgmnt co-founder: Stablecoins cannot fully escape traditional banking risks — Frgmnt co-founder Roussel said stablecoins are shifting from DeFi tools to important infrastructure for accessing U.S. dollars…

📊 Market Overview:
BTC $81,514 (-0.03%), funding rate 0.0087%
ETH $2,404.71 (-0.70%), funding rate 0.0043%
📍 Daily Buy/Sell Points:
$BTC Daily sell point $81,876 | Daily buy point $80,894
$ETH Daily sell point $2,443.31 | Daily buy point $2,357.43
BNB Daily sell point $724.71 | Daily buy point $711.37

$BTC #BTC $ETH #ETH

Circle reports $1.4 billion in first-half revenue, with 59% going to distribution partners

Stablecoin issuer Circle disclosed its operating results for the first half of 2026 in an official blog post on October 16, with Chief Business Officer Kash Razzaghi presenting the figures. The disclosure comes amid a market debate over the stablecoin issuer business model: new entrants have claimed that issuers keep most of the returns on reserves while redemption costs remain high. Circle chose to respond directly with half-year data.
Here are the key figures: Circle generated about $1.4 billion in revenue in the first half, of which about $819 million, or 59%, went to payments to USDC distribution partners and transaction costs; about $473 million, or 34%, was invested in infrastructure such as licenses, banking partnerships, settlement liquidity, compliance, and blockchain integration. Its net profit margin was about 7%, implying net profit of approximately $98 million based on that margin. This is an estimate by the editor based on the disclosed figures, not a figure directly reported by the company. Operationally, USDC on-chain settlement volume exceeded $36 trillion in the first half, while total minting and redemption exceeded $315 billion, averaging about $1.7 billion per day. By June, USDC's share of global stablecoin trading volume had risen to about 77%, from about 60% a year earlier. More than 150 partners now participate in revenue sharing across the USDC ecosystem. On redemptions, customers building businesses through the Circle Payments Network (CPN) or Circle's platform (including products such as Arc, Circle Mint, and Circle Wallets) can now redeem USDC for free and benefit from around-the-clock, near-real-time settlement. Redemptions through standard banking channels have always been free for all customers, with funds arriving within two business days at most.
A breakdown of the business model reveals three underlying dynamics. First, most revenue flows to distribution partners in the form of revenue sharing, showing that stablecoin issuance is fundamentally a scale business: issuers must continually share reserve returns with channels to expand USDC's circulation. Second, the 34% investment in licensing, compliance, and settlement capabilities creates a regulatory-friendly moat, and helps explain why the net margin is only about 7%. Third, expanding access to free, near-real-time redemptions directly reduces friction in capital turnover for institutions and payment use cases, addressing a weakness that had previously drawn criticism.
The potential impact on the crypto market can be inferred as follows: First, transparent disclosures could become a competitive tool for leading issuers, pressuring later entrants to publish their cost structures and shifting stablecoin competition from issuance to distribution networks and settlement experience. Second, improved redemption services could benefit payments, cross-border settlement, and tokenized real-world asset use cases, potentially attracting more institutions to use USDC as a settlement medium. Third, the continuation of revenue-sharing arrangements could sustain incentives for exchanges, wallets, and custodians to promote USDC. These are all inferences based on the disclosed information, not company guidance.
Editor's note: Circle has responded to criticism with figures rather than rhetoric. However, its roughly 7% net margin also signals that profitability depends heavily on reserve size and interest-rate conditions. If rates fall or circulation growth slows, profit growth could come under pressure. The key figures have been corroborated by multiple reports. The next things to watch are whether distribution costs as a share of revenue decline as the business scales in the second half, and whether the CPN settlement network can open up new revenue streams.

#Circle上半年营收约14亿美元 #BTC #ETH #BNB

Net outflows from digital asset products; hacking and scam incidents on the rise
📰 Crypto Evening Brief | 2026-10-17 21:00

🔥 Major Events
1. UNCX discloses cross-chain attack, with losses of approximately $807,600 — The attacker exploited the public vesting function in Smart Token Vesting V2 to withdraw excess tokens…
2. Analysis: Stolen funds continue flowing into ZEC for transfers — Analyst Specter monitored the movement after the Bitget attacker used Zcash’s privacy features to transfer stolen funds…

📊 Market Data
1. CoinShares: Digital asset investment products saw $434 million in net outflows this week — US inflation and consumer data came in stronger than expected, shifting market expectations for Fed policy in a more hawkish direction…
2. Team behind TRUMP made $779 million to $1.16 billion in profits, while buyers lost 97% — CryptoQuant founder Ki Young Ju posted that…
3. Arthur Hayes: The bigger the AI bubble, the higher Bitcoin will rise — Arthur Hayes said that unprofitable companies such as OpenAI and Anthropic…
4. Bloomberg analyst says Bitcoin could test $10,000 support if US stocks fall 20% — Bloomberg strategist Mike McGlone said that if US stocks fall 20%, Bitcoin could head toward the $10,000 support level…
5. Tom Lee: Crypto and chip stocks have corrected to support levels — BitMine Chairman Tom Lee said that if fundamentals remain stable, cryptocurrencies, chip stocks, and neocloud companies have all corrected…
6. Trader Killa: Bitcoin may bottom before the midterm elections — Trader Killa reviewed the timing of past US midterm elections and Bitcoin bottoms, and said Bitcoin could form a weekly-scale… bottom before the US midterm elections on November 3
7. Arthur Hayes: Quantum threat is exaggerated; proper wallet management is enough — In an interview, Arthur Hayes said the so-called quantum threat to crypto is exaggerated and is a known, manageable risk—not a reason to sell…
8. Vitalik compares the cost structures of Bitcoin mining and AI inference — Vitalik wrote that roughly half the cost of Bitcoin mining comes from capital expenditure on computing equipment, and the other half from electricity…
9. US stocks diverge further, with the median S&P 500 constituent down 15% from its peak — Morgan Stanley strategist Wilson warned that tightening financial conditions have an effect similar to rate hikes, with the impact concentrated in ordinary stocks…
10. Gold and silver retreat sharply, but supply-demand imbalances continue to support the precious metals outlook — Spot gold has fallen about 27% from its January peak of $5,608 per ounce to around $4,112, while silver has dropped to about $56…
11. Philadelphia Semiconductor Index plunges nearly 14% since October — Global semiconductor sales growth in the first half of 2026 hit its highest level since the 1980s, while TSMC set a new profit record for the sixth consecutive quarter…
12. Gartner: More than $3.5 trillion in AI infrastructure investment faces impairment risk — Gartner estimates that by 2030, AI data centers will need to generate $8.5 trillion in revenue to cover capital expenditures and deliver a 12% return…

🏛️ Regulation and Policy
1. Hong Kong’s BBB Group agarwood investment suspected of being a scam; police arrest four — Hong Kong media reported that the Hao Hao Hao Group claimed to invest in Malaysian agarwood and sold over-the-counter shares and digital assets in what is suspected to be a scam; police have received 21 reports…
2. Thai police arrest Chinese fugitive wanted for suspected money laundering in Bangkok — Thai immigration police arrested a 37-year-old Chinese man in Bangkok who was wanted by Chinese police on suspicion of transnational crime and money laundering…
3. Court documents reveal Telegram provided user data to US authorities — Publicly released US federal court documents show that Telegram provided the phone numbers, user IDs, display names… of certain users in response to valid legal requests

💡 Project Updates
1. Solana-affiliated company registered in Shanghai, with co-head named as legal representative — Qichacha records show that Shanghai Solana Enterprise Management Co., Ltd. was registered in June this year with registered capital of 5 million yuan…
2. DeepSeek upgrades V4.1 Flash; DeepSWE scores higher than Opus — DeepSeek upgraded V4.1 Flash to version 1017 and open-sourced its weights under the MIT License…
3. Jensen Huang draws an AI safety red line and may stop supplying chips to developers who create unsafe AI — NVIDIA CEO Jensen Huang said that, hypothetically, if a customer developed unsafe AI software, chip supplies could be halted, but NVIDIA would speak with the customer first…

📊 Market Overview:
BTC $81,486 (-0.63%), funding rate 0.0037%
ETH $2,425.93 (-1.46%), funding rate 0.0049%
📍 Daily buy/sell levels:
$BTC Daily sell level $82,726 | Daily buy level $80,605
$ETH Daily sell level $2,479.93 | Daily buy level $2,378.59
BNB Daily sell level $732.79 | Daily buy level $714.91

$BTC #BTC $ETH #ETH