卖三七的破产币友

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Value Investing?? Can I reach the other side?

1. What is value investing? Everyone has a different understanding, and my understanding is:
1. Can the tokens you hold yield the entire project's profits when they perform well!
2. Besides price appreciation and arbitrage, are there any additional returns (risk-free)? DEFI carries risks, while staking and passive investment are considered risk-free.
3. Is there growth expectation? This is a personal opinion.
2. Is there really such a target?
1. Platform tokens,
In fact, we all know that BNB meets these demands. Let's assume that three years ago you bought 100 BNB at a price of 200 USD. You could stake it in listdao and earn an annual yield of about 5%. By holding BNB, you can receive some airdrops, and if you're a bit more aggressive, you can use CBNB/BNB for DEFI. Although there is no complete data, an annual yield of 15% is achievable. Therefore, your returns would be 100 * 115% * 115% * 115% = 152 BNB. Moreover, the token price has already reached 800, so your profit increases from 20,000 USD to 120,000 USD, far exceeding the increase of 80,000 USD. In a horizontal comparison, let's assume you also bought OKB at 50 USD, and now it is 200, your profit is also 80,000. Other tokens like GT, BGB, MTN, etc., will more or less generate additional returns. The conclusion is that BNB has investment value, while other platform tokens only have a little bit of it.

$RUNE $ETH The biggest stumbling block for North Korean hackers laundering money wasn’t the FBI—it was a 10 ETH refund bug. An Ethereum block reorganization triggered duplicate refunds on THORChain, setting off an automatic circuit breaker and bringing 10 of 13 chains to a halt. Law enforcement got a window of opportunity for free, while holders saw about 17% evaporate in 24 hours. The founder said shutting the site down would mean the experiment was over. The same outage, three perspectives, three outcomes.

RUNE-3.00%

$BTC Binance was just hacked, and now BTCPay is telling merchants to shut down their servers: hot wallets were drained, admin privileges were compromised, and versions older than 2.4.2 were affected. You can only choose convenience or security; putting your seed on an internet-connected server is like hanging your keys by the door.

$BTC $ETH On Friday, Bitcoin ETFs saw net outflows of $643 million, nearly wiping out their gains for 2026. ETF investors look at the quarter; retail investors focus on today: BTC at 78,000, ETH at 2,286. Institutions didn’t participate in the weekend rebound—short sellers just took a break.

$OKB $BTC OKX and NYSE parent company ICE want to offer tokenized U.S. stocks around the clock. Of 62 companies, 50 have already objected in writing, including Nvidia and Nike. Wall Street’s established firms aren’t rejecting new technology; they’re rejecting others issuing their shares on their behalf. Whether this is good or bad news for crypto depends on whether you’re looking at one week or five years.

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$BNB $BTC Binance reopened withdrawals for 9.5 hours, with net outflows of $3.64 billion—just 2.1% of total assets. In the short term, it looks like a bank run; to large investors, it’s a stress test: compensation has reached 95%, and BNB remains above $710. The real test is net inflows over the coming week.

$BNB $BTC Sunday closed with BNB at 714, up 1.2% and outperforming BTC’s 0.6%, while SOL fell 1.1%. In the short term, this looks like sentiment recovering after the theft; in the medium term, it looks like the risk discount narrowing after position-building was completed. Both timeframes point in the same direction, but for different reasons.

$BTC $ETH $SOL Sunday night session: BTC 77.7k +0.5%, ETH 2258 +0.5%, SOL 94.6 -1.1%. Majors are grinding in a tight range, while altcoins are lagging. Short-term traders find it boring; people holding for three months actually like these quiet days when nobody's talking. Tomorrow is Monday—the U.S. market open is the next act.

$BTC $HYPE $PENGU BTC at 77.9K, up just 0.7%, yet small-cap coins like HYPE, PENGU, and BEAM took up half the CoinGecko trending searches. Big money looks to BTC for stability, while small money watches the high-volatility coins on the trending list. On weekends, attention always flows toward the most volatile places.

$BTC $ETH $SOL 11 The first Sunday of November: BTC at 77,700, ETH at 2,265, SOL at 95.6, and the Fear Index at 35. On the daily chart, it’s a grinding sideways market; on the weekly chart, a recovery after the panic; and on the monthly chart, a floor that held despite the October hack turmoil. Short-term traders find it dull, but long-term investors love this kind of dull.

$BNB $BTC Binance says it has replenished 90% of the stolen assets. Note that it says “replenished,” not “recovered”: the funds came from SAFU, the insurance fund for contracts, and its own funds. The money in the hackers’ hands is still in their hands, and the roughly 3 billion frozen has only been frozen. Users see their balances unchanged and feel reassured; analysts are waiting for the ZK proof to come out on 11/3 before drawing conclusions. Both sides are right—it’s just a difference of two days in their time horizons. BNB 703, -0.4%. #BinanceHack

$BTC $ETH $BNB Weekend wrap-up: BTC at 77.4k barely moved, ETH at 2,246 up 0.7%, BNB at 707 up 1%. The daily chart is boring; the weekly chart is digesting the aftermath of the hack; and tonight, the monthly chart closes for the month. Different time frames, three different takes on the same doji. November opens tomorrow, but the real test comes when trading resumes on Sunday.

$BTC $ETH $SOL Market action before the weekend: BTC at 77,300, moving just -0.4% in 24 hours, while ETH at 2,240 is actually up +0.9%. Day traders find it boring, but people investing with a three-year horizon are watching this kind of price stagnation—sideways trading after a sharp drop means the panic selling is over, and what remains is money waiting for news.

$BNB $BTC #币安被盗 Chainalysis data: This year, nearly 89% of stolen funds were linked to North Korea-associated attacks, compared with 15% in 2021; the average loss per incident rose from $50.65 million to $186 million. Retail investors are watching prices, while nation-state hackers are targeting signature systems—they’re fighting on entirely different battlefields. BNB at 702, BTC at 77,000; the market is digesting the news, but the security bill has yet to be settled.

$BNB $ETH He Yi says the attacker used EIP-7702 to bypass approvals and take over the hot wallet, with a self-destruct mechanism to erase traces. The entry point wasn’t just one laptop. In the short term, it’s about withdrawals being halted; over the next week, it’s about whether they can resume on Sunday; over three years, it’s a reckoning for hot-wallet signing architecture. BTC at 77.2K, and the broader market barely raised an eyebrow. #BinanceHacked

$BNB $ETH #币安被盗 The stolen No. 14 hot wallet was included in the October 1 proof-of-reserves list. ETH was exactly 1:1 at the time, but the shortfall was about 200,000 coins, sending the support ratio straight down to around 94%. Being able to afford the reimbursement is one thing; the reserve shortfall won’t be clear until the November 1 snapshot. Institutions are already pulling out, and trust is harder to rebuild than money.

Verified

$BNB $BTC Binance has set aside $6.34 billion for compensation, of which $5 billion is already in the same coins that were stolen; the rest is being bought over the counter. Note: This buying pressure is real—the frozen $3 billion hasn't been included yet. BNB is down 5.7% over 24 hours; BTC is at 77.4k. Being able to compensate doesn't mean there are no wounds; trust is the most expensive part. #BinanceHack

$BNB $ETH #Binance hacked
The biggest case in history: about $6.3 billion was transferred out of Binance’s hot wallet. The entry point wasn’t a leaked private key, but a hacked operations laptop.
About $3 billion has been frozen. USDT and USDC can be frozen; 18,270 BTC were split across 19 wallets, and no one can freeze them. TRM points to North Korea’s TraderTraitor with high confidence.
Binance says SAFU and its own funds will cover the losses in full. Deposits and withdrawals are suspended. The biggest thing to watch out for now isn’t Binance—it’s the flood of phishing links claiming you can “claim compensation.” Clicking one is how you really get hacked.
A costly lesson: stablecoins have a backdoor; Bitcoin doesn’t.

$BTC $ETH $BNB Evening market check: BTC 77,900 -2.8%, ETH 2,230 -3.9%, BNB 707 -5.9%. After this morning’s big bearish candle, there’s been a recovery, but no reversal. As long as 77,000 holds, this is just a breather in the downtrend.

$BTC $ETH $SOL Midday market update: BTC 78,200 -2.6%, ETH 2,238, SOL 97, BNB still hasn't recovered from yesterday's crash. The hole created by this morning's sell-off saw only a rebound this afternoon, with no increase in volume. A rebound without volume is just a breather.