小楼
3.8k Posts
小楼
Report
Block User
Open Trade
BNB Holder
Occasional Trader
7.1 Years
90 Following
5.2K+ Followers
41.6K+ Liked
Posts
Portfolio
All
Quotes
Videos
·
--
New phishing scam targets FOMO web users: one “bookmark” can steal your accountPhishing has evolved again: this time, instead of asking you to sign a transaction, it asks you to “bookmark” something 🪤
SlowMist’s Cosine warned on X this morning that scammers are targeting FOMO web users with bookmark phishing to steal their crypto.
The scam breaks down into three steps:
1️⃣ A phishing page displays a fake CAPTCHA that looks just like the usual “I’m not a robot” check
2️⃣ It prompts you to drag something into your browser’s bookmarks bar and save it as a “bookmark.” It’s actually a piece of malicious JavaScript code
3️⃣ Then, after you click that bookmark a couple of times, your previously logged-in FOMO account gets hijacked, and the crypto assets in it are immediately transferred away
New phishing scam targets FOMO web users: one “bookmark” can steal your account
Phishing has evolved again: this time, instead of asking you to sign a transaction, it asks you to “bookmark” something 🪤
SlowMist’s Cosine warned on X this morning that scammers are targeting FOMO web users with bookmark phishing to steal their crypto.
The scam breaks down into three steps:
1️⃣ A phishing page displays a fake CAPTCHA that looks just like the usual “I’m not a robot” check
2️⃣ It prompts you to drag something into your browser’s bookmarks bar and save it as a “bookmark.” It’s actually a piece of malicious JavaScript code
3️⃣ Then, after you click that bookmark a couple of times, your previously logged-in FOMO account gets hijacked, and the crypto assets in it are immediately transferred away
SlowMist’s Cosine warned on X this morning that scammers are targeting FOMO web users with bookmark phishing to steal their crypto.
The scam breaks down into three steps:
1️⃣ A phishing page displays a fake CAPTCHA that looks just like the usual “I’m not a robot” check
2️⃣ It prompts you to drag something into your browser’s bookmarks bar and save it as a “bookmark.” It’s actually a piece of malicious JavaScript code
3️⃣ Then, after you click that bookmark a couple of times, your previously logged-in FOMO account gets hijacked, and the crypto assets in it are immediately transferred away
174
·
--
Moody’s rates a stablecoin protocol for the first time: Sky gets a B3, with just $90 million in equity behind $10 billion in assetsWall Street’s rating machine has finally reached DeFi’s doorstep.
On October 7, the Sky Frontier Foundation announced that Moody’s had assigned a B3 rating with a stable outlook to Sky Protocol (formerly MakerDAO, which operates $USDS and DAI). This is the first time Moody’s has rated a stablecoin protocol.
Bottom line: This is a milestone, but the numbers themselves don't look good. B3 is speculative grade, several notches below investment grade.
1️⃣ Key figures
According to a Moody’s report cited by Bitcoin.com, The Block, and others, as of September, Sky had about $90 million in tangible common equity against roughly $10 billion in tangible managed assets, for a capital ratio of less than 1%. Moody’s exact wording was “material credit weakness.”
Moody’s rates a stablecoin protocol for the first time: Sky gets a B3, with just $90 million in equity behind $10 billion in assets
Wall Street’s rating machine has finally reached DeFi’s doorstep.
On October 7, the Sky Frontier Foundation announced that Moody’s had assigned a B3 rating with a stable outlook to Sky Protocol (formerly MakerDAO, which operates $USDS and DAI). This is the first time Moody’s has rated a stablecoin protocol.
Bottom line: This is a milestone, but the numbers themselves don't look good. B3 is speculative grade, several notches below investment grade.
1️⃣ Key figures
According to a Moody’s report cited by Bitcoin.com, The Block, and others, as of September, Sky had about $90 million in tangible common equity against roughly $10 billion in tangible managed assets, for a capital ratio of less than 1%. Moody’s exact wording was “material credit weakness.”
On October 7, the Sky Frontier Foundation announced that Moody’s had assigned a B3 rating with a stable outlook to Sky Protocol (formerly MakerDAO, which operates $USDS and DAI). This is the first time Moody’s has rated a stablecoin protocol.
Bottom line: This is a milestone, but the numbers themselves don't look good. B3 is speculative grade, several notches below investment grade.
1️⃣ Key figures
According to a Moody’s report cited by Bitcoin.com, The Block, and others, as of September, Sky had about $90 million in tangible common equity against roughly $10 billion in tangible managed assets, for a capital ratio of less than 1%. Moody’s exact wording was “material credit weakness.”
110
·
--
Samsung Wallet integrates with Sui: 82 million Galaxy devices can send and receive USDC directly, but SUI isn’t in the walletSamsung has integrated stablecoins into its built-in mobile wallet, with Sui as the underlying blockchain.
On October 8, the Sui Foundation announced in an official blog post, alongside @SuiNetwork, that Samsung Wallet now supports $USDC on the Sui blockchain. It’s initially available on eligible Galaxy devices in the US, with official estimates putting coverage at around 82 million devices.
Here are the key facts, filtered for you:
1️⃣ USDC is the only supported asset. The official FAQ puts it plainly: at launch, USDC is the sole asset, and the $SUI token itself is not supported in Samsung Wallet.
2️⃣ Transfers have zero network fees. It uses Sui’s gasless stablecoin transfers, launched on mainnet this May, so users don’t need to buy SUI first to pay for gas.
Samsung Wallet integrates with Sui: 82 million Galaxy devices can send and receive USDC directly, but SUI isn’t in the wallet
Samsung has integrated stablecoins into its built-in mobile wallet, with Sui as the underlying blockchain.
On October 8, the Sui Foundation announced in an official blog post, alongside @SuiNetwork, that Samsung Wallet now supports $USDC on the Sui blockchain. It’s initially available on eligible Galaxy devices in the US, with official estimates putting coverage at around 82 million devices.
Here are the key facts, filtered for you:
1️⃣ USDC is the only supported asset. The official FAQ puts it plainly: at launch, USDC is the sole asset, and the $SUI token itself is not supported in Samsung Wallet.
2️⃣ Transfers have zero network fees. It uses Sui’s gasless stablecoin transfers, launched on mainnet this May, so users don’t need to buy SUI first to pay for gas.
On October 8, the Sui Foundation announced in an official blog post, alongside @SuiNetwork, that Samsung Wallet now supports $USDC on the Sui blockchain. It’s initially available on eligible Galaxy devices in the US, with official estimates putting coverage at around 82 million devices.
Here are the key facts, filtered for you:
1️⃣ USDC is the only supported asset. The official FAQ puts it plainly: at launch, USDC is the sole asset, and the $SUI token itself is not supported in Samsung Wallet.
2️⃣ Transfers have zero network fees. It uses Sui’s gasless stablecoin transfers, launched on mainnet this May, so users don’t need to buy SUI first to pay for gas.
271
·
--
Two Solana DeFi veterans join forces: Orca × Loopscale become Formation, with tokenized securities nextSolana DeFi saw a merger this morning: veteran DEX Orca and lending protocol Loopscale announced they’re joining forces under a new name: Formation.
Don’t write this off as a rebrand just yet—look at the numbers:
1️⃣ Orca has processed over $550 billion in cumulative trading volume since 2021
2️⃣ Since April 2025, Loopscale has facilitated over $2 billion in loans and attracted over $150 million in deposits
3️⃣ One-stop shop after the merger: issuance → secondary trading → collateralized lending → vault distribution, all in one stack. Institutions use permissioned access; everyone else can continue using it permissionlessly
The most noteworthy line came from Orca’s Christopher Montagano: Formation plans to operate a tokenized securities trading venue under the SEC’s Innovation Exemption framework.
Two Solana DeFi veterans join forces: Orca × Loopscale become Formation, with tokenized securities next
Solana DeFi saw a merger this morning: veteran DEX Orca and lending protocol Loopscale announced they’re joining forces under a new name: Formation.
Don’t write this off as a rebrand just yet—look at the numbers:
1️⃣ Orca has processed over $550 billion in cumulative trading volume since 2021
2️⃣ Since April 2025, Loopscale has facilitated over $2 billion in loans and attracted over $150 million in deposits
3️⃣ One-stop shop after the merger: issuance → secondary trading → collateralized lending → vault distribution, all in one stack. Institutions use permissioned access; everyone else can continue using it permissionlessly
The most noteworthy line came from Orca’s Christopher Montagano: Formation plans to operate a tokenized securities trading venue under the SEC’s Innovation Exemption framework.
Don’t write this off as a rebrand just yet—look at the numbers:
1️⃣ Orca has processed over $550 billion in cumulative trading volume since 2021
2️⃣ Since April 2025, Loopscale has facilitated over $2 billion in loans and attracted over $150 million in deposits
3️⃣ One-stop shop after the merger: issuance → secondary trading → collateralized lending → vault distribution, all in one stack. Institutions use permissioned access; everyone else can continue using it permissionlessly
The most noteworthy line came from Orca’s Christopher Montagano: Formation plans to operate a tokenized securities trading venue under the SEC’s Innovation Exemption framework.
1
734
·
--
Anthropic’s small model gets a 90% price cut: Claude Haiku 5.5 launches, pushing agent costs down another notchThe small-model price war is heating up—and this time, Anthropic was the first to slash prices by 90%.
On October 7, Anthropic officially unveiled Claude Haiku 5.5, positioning it quite plainly as its cheapest, fastest, and most capable small model yet. Here are a few headline numbers:
1️⃣ Pricing: For requests under 100K tokens, input/output costs just $0.10/$0.50 per million tokens—90% less than Haiku 4.5. Above 100K tokens, it’s $0.50/$2.50. Anthropic says that even accounting for the new tokenizer using slightly more tokens, the average cost per task is down about 75%.
2️⃣ Capabilities: It scores 72.4% on computer use in OSWorld 2.1, compared with just 15.7% for its predecessor, Haiku 4.5, and 48.9% for GPT-6 Luna. On Terminal-Bench 4.0, it went from 0% to 39.2%. It scored 1,620 on GDPval-AA, a benchmark for professional work, versus Luna’s 1,437.
Anthropic’s small model gets a 90% price cut: Claude Haiku 5.5 launches, pushing agent costs down another notch
The small-model price war is heating up—and this time, Anthropic was the first to slash prices by 90%.
On October 7, Anthropic officially unveiled Claude Haiku 5.5, positioning it quite plainly as its cheapest, fastest, and most capable small model yet. Here are a few headline numbers:
1️⃣ Pricing: For requests under 100K tokens, input/output costs just $0.10/$0.50 per million tokens—90% less than Haiku 4.5. Above 100K tokens, it’s $0.50/$2.50. Anthropic says that even accounting for the new tokenizer using slightly more tokens, the average cost per task is down about 75%.
2️⃣ Capabilities: It scores 72.4% on computer use in OSWorld 2.1, compared with just 15.7% for its predecessor, Haiku 4.5, and 48.9% for GPT-6 Luna. On Terminal-Bench 4.0, it went from 0% to 39.2%. It scored 1,620 on GDPval-AA, a benchmark for professional work, versus Luna’s 1,437.
On October 7, Anthropic officially unveiled Claude Haiku 5.5, positioning it quite plainly as its cheapest, fastest, and most capable small model yet. Here are a few headline numbers:
1️⃣ Pricing: For requests under 100K tokens, input/output costs just $0.10/$0.50 per million tokens—90% less than Haiku 4.5. Above 100K tokens, it’s $0.50/$2.50. Anthropic says that even accounting for the new tokenizer using slightly more tokens, the average cost per task is down about 75%.
2️⃣ Capabilities: It scores 72.4% on computer use in OSWorld 2.1, compared with just 15.7% for its predecessor, Haiku 4.5, and 48.9% for GPT-6 Luna. On Terminal-Bench 4.0, it went from 0% to 39.2%. It scored 1,620 on GDPval-AA, a benchmark for professional work, versus Luna’s 1,437.
129
·
--
Verified
Vitalik’s long post: Don’t rush to move your wallet, but AI may be about to expose the weak spot in lattice cryptographyWe just discussed Europol’s quantum report yesterday, and this morning Vitalik added another twist: the threat may come not only from quantum computing, but also from AI doing math.
At 7:28 a.m. Beijing time on October 8, Vitalik posted a long thread on X. Here are the key points, distilled:
1️⃣ First, don’t panic: he doesn’t recommend rushing to move your assets to a new wallet today.
2️⃣ But take seriously the impact of “AI accelerating mathematics” on cryptography—not only by reducing reliance on quantum-vulnerable cryptography, but also by guarding against cryptography that “AI might be able to break.”
3️⃣ The newly emerging risk lies in ML-DSA / FHE / lattice-based cryptography. The conventional wisdom used to be that “elliptic curves will be broken, hashes are safe, and lattices are safe.” He believes that AI-driven advances in mathematics over the next two years could significantly undermine the practical security of lattice-based cryptography.
Vitalik’s long post: Don’t rush to move your wallet, but AI may be about to expose the weak spot in lattice cryptography
We just discussed Europol’s quantum report yesterday, and this morning Vitalik added another twist: the threat may come not only from quantum computing, but also from AI doing math.
At 7:28 a.m. Beijing time on October 8, Vitalik posted a long thread on X. Here are the key points, distilled:
1️⃣ First, don’t panic: he doesn’t recommend rushing to move your assets to a new wallet today.
2️⃣ But take seriously the impact of “AI accelerating mathematics” on cryptography—not only by reducing reliance on quantum-vulnerable cryptography, but also by guarding against cryptography that “AI might be able to break.”
3️⃣ The newly emerging risk lies in ML-DSA / FHE / lattice-based cryptography. The conventional wisdom used to be that “elliptic curves will be broken, hashes are safe, and lattices are safe.” He believes that AI-driven advances in mathematics over the next two years could significantly undermine the practical security of lattice-based cryptography.
At 7:28 a.m. Beijing time on October 8, Vitalik posted a long thread on X. Here are the key points, distilled:
1️⃣ First, don’t panic: he doesn’t recommend rushing to move your assets to a new wallet today.
2️⃣ But take seriously the impact of “AI accelerating mathematics” on cryptography—not only by reducing reliance on quantum-vulnerable cryptography, but also by guarding against cryptography that “AI might be able to break.”
3️⃣ The newly emerging risk lies in ML-DSA / FHE / lattice-based cryptography. The conventional wisdom used to be that “elliptic curves will be broken, hashes are safe, and lattices are safe.” He believes that AI-driven advances in mathematics over the next two years could significantly undermine the practical security of lattice-based cryptography.
1
2.3k
·
--
Verified
Fed minutes: All supported September rate hike; most see another increase by year-endThe Fed minutes came out at 2 a.m. Here’s the one-line summary: September’s rate hike wasn’t a “one-off”—the hawkish stance was shared by everyone.
First, the hard facts (source: the minutes of the Federal Reserve’s September 15–16 FOMC meeting):
1️⃣ All participants supported raising rates by 25 bp in September to 3.75%–4%—not just the 12 voting members, who voted 12–0; nonvoting participants agreed too.
2️⃣ Looking ahead: “Most participants judged that another increase by year-end would likely be appropriate.” But they also emphasized that every meeting is live and decisions will depend on the data.
3️⃣ Inflation risks were “tilted to the upside,” and some said that tilt had grown stronger in recent months. The reasons are tangible: energy prices, tariffs, and AI buildout pushing up transportation and raw-material costs.
Fed minutes: All supported September rate hike; most see another increase by year-end
The Fed minutes came out at 2 a.m. Here’s the one-line summary: September’s rate hike wasn’t a “one-off”—the hawkish stance was shared by everyone.
First, the hard facts (source: the minutes of the Federal Reserve’s September 15–16 FOMC meeting):
1️⃣ All participants supported raising rates by 25 bp in September to 3.75%–4%—not just the 12 voting members, who voted 12–0; nonvoting participants agreed too.
2️⃣ Looking ahead: “Most participants judged that another increase by year-end would likely be appropriate.” But they also emphasized that every meeting is live and decisions will depend on the data.
3️⃣ Inflation risks were “tilted to the upside,” and some said that tilt had grown stronger in recent months. The reasons are tangible: energy prices, tariffs, and AI buildout pushing up transportation and raw-material costs.
First, the hard facts (source: the minutes of the Federal Reserve’s September 15–16 FOMC meeting):
1️⃣ All participants supported raising rates by 25 bp in September to 3.75%–4%—not just the 12 voting members, who voted 12–0; nonvoting participants agreed too.
2️⃣ Looking ahead: “Most participants judged that another increase by year-end would likely be appropriate.” But they also emphasized that every meeting is live and decisions will depend on the data.
3️⃣ Inflation risks were “tilted to the upside,” and some said that tilt had grown stronger in recent months. The reasons are tangible: energy prices, tariffs, and AI buildout pushing up transportation and raw-material costs.
1
853
·
--
New York Fed: US One-Year Inflation Expectations Jump to 3.9%, Highest in More Than Two YearsTonight’s macro data are more worth a look than the candlesticks.
The New York Fed just released its September Survey of Consumer Expectations (SCE):
1️⃣ Median one-year inflation expectations rose 0.3 percentage points to 3.9%, the highest since May 2023.
2️⃣ Three-year inflation expectations rose 0.1 percentage points to 3.3%; five-year expectations were unchanged at 3.0%.
3️⃣ Disagreement among respondents widened across all time horizons.
4️⃣ By category: oil price expectations were 4.8%, food 5.5%, and rent 6.8%; college tuition expectations jumped 1.4 percentage points to 7.5%.
The other side of the story is interesting:
Expectations for unemployment fell to 43.9%, while the perceived probability of losing one’s job within a year was 13.5%, its lowest since December 2024. Expected household spending growth was 5.5%, also the highest since May 2023.
New York Fed: US One-Year Inflation Expectations Jump to 3.9%, Highest in More Than Two Years
Tonight’s macro data are more worth a look than the candlesticks.
The New York Fed just released its September Survey of Consumer Expectations (SCE):
1️⃣ Median one-year inflation expectations rose 0.3 percentage points to 3.9%, the highest since May 2023.
2️⃣ Three-year inflation expectations rose 0.1 percentage points to 3.3%; five-year expectations were unchanged at 3.0%.
3️⃣ Disagreement among respondents widened across all time horizons.
4️⃣ By category: oil price expectations were 4.8%, food 5.5%, and rent 6.8%; college tuition expectations jumped 1.4 percentage points to 7.5%.
The other side of the story is interesting:
Expectations for unemployment fell to 43.9%, while the perceived probability of losing one’s job within a year was 13.5%, its lowest since December 2024. Expected household spending growth was 5.5%, also the highest since May 2023.
The New York Fed just released its September Survey of Consumer Expectations (SCE):
1️⃣ Median one-year inflation expectations rose 0.3 percentage points to 3.9%, the highest since May 2023.
2️⃣ Three-year inflation expectations rose 0.1 percentage points to 3.3%; five-year expectations were unchanged at 3.0%.
3️⃣ Disagreement among respondents widened across all time horizons.
4️⃣ By category: oil price expectations were 4.8%, food 5.5%, and rent 6.8%; college tuition expectations jumped 1.4 percentage points to 7.5%.
The other side of the story is interesting:
Expectations for unemployment fell to 43.9%, while the perceived probability of losing one’s job within a year was 13.5%, its lowest since December 2024. Expected household spending growth was 5.5%, also the highest since May 2023.
298
·
--
Market makers step in as asset managers: GSR bets $100 million on on-chain vaults with HareMarket makers are no longer content with arbitrage—they’re stepping in as on-chain “asset managers.”
According to an October 7 report by CoinDesk, GSR has committed $100 million to a new venture called Hare, built with liquidity distribution platform Turtle to create and manage on-chain vaults.
1️⃣ How the money works: A multi-year commitment, provided mainly in the form of a credit facility. GSR will first put its own capital into Hare products as anchor liquidity, then bring in external capital.
2️⃣ Two products at launch, both built on $AAVE : Hare USD Earn accepts major USD stablecoins; Hare Gold Earn lets $PAXG and PAXGy holders earn yield, with Paxos Labs involved in the gold product.
Market makers step in as asset managers: GSR bets $100 million on on-chain vaults with Hare
Market makers are no longer content with arbitrage—they’re stepping in as on-chain “asset managers.”
According to an October 7 report by CoinDesk, GSR has committed $100 million to a new venture called Hare, built with liquidity distribution platform Turtle to create and manage on-chain vaults.
1️⃣ How the money works: A multi-year commitment, provided mainly in the form of a credit facility. GSR will first put its own capital into Hare products as anchor liquidity, then bring in external capital.
2️⃣ Two products at launch, both built on $AAVE : Hare USD Earn accepts major USD stablecoins; Hare Gold Earn lets $PAXG and PAXGy holders earn yield, with Paxos Labs involved in the gold product.
According to an October 7 report by CoinDesk, GSR has committed $100 million to a new venture called Hare, built with liquidity distribution platform Turtle to create and manage on-chain vaults.
1️⃣ How the money works: A multi-year commitment, provided mainly in the form of a credit facility. GSR will first put its own capital into Hare products as anchor liquidity, then bring in external capital.
2️⃣ Two products at launch, both built on $AAVE : Hare USD Earn accepts major USD stablecoins; Hare Gold Earn lets $PAXG and PAXGy holders earn yield, with Paxos Labs involved in the gold product.
423
·
--
Gold prices are falling, but global gold ETFs set a quarterly inflow record of $31 billionGold prices are falling, but gold ETFs are buying like crazy.
The World Gold Council’s latest monthly report, published in October, has some hard numbers:
1️⃣ Global physically backed gold ETFs saw net inflows of $10 billion in September and $31 billion in Q3, a quarterly record
2️⃣ Holdings rose by 67 tonnes in September to a record 4,256 tonnes
3️⃣ But as gold prices fell, total AUM dropped 7% month over month to $574 billion
4️⃣ The US led Q3 inflows, UK-listed funds had their strongest quarter ever, and Europe as a whole set a quarterly record, with inflows surpassing North America’s
Gold prices are falling, but global gold ETFs set a quarterly inflow record of $31 billion
Gold prices are falling, but gold ETFs are buying like crazy.
The World Gold Council’s latest monthly report, published in October, has some hard numbers:
1️⃣ Global physically backed gold ETFs saw net inflows of $10 billion in September and $31 billion in Q3, a quarterly record
2️⃣ Holdings rose by 67 tonnes in September to a record 4,256 tonnes
3️⃣ But as gold prices fell, total AUM dropped 7% month over month to $574 billion
4️⃣ The US led Q3 inflows, UK-listed funds had their strongest quarter ever, and Europe as a whole set a quarterly record, with inflows surpassing North America’s
The World Gold Council’s latest monthly report, published in October, has some hard numbers:
1️⃣ Global physically backed gold ETFs saw net inflows of $10 billion in September and $31 billion in Q3, a quarterly record
2️⃣ Holdings rose by 67 tonnes in September to a record 4,256 tonnes
3️⃣ But as gold prices fell, total AUM dropped 7% month over month to $574 billion
4️⃣ The US led Q3 inflows, UK-listed funds had their strongest quarter ever, and Europe as a whole set a quarterly record, with inflows surpassing North America’s
54
·
--
Hermes hits 22.7 million downloads as Nous Research raises $90 million to court enterprise customersOpen-source agents can make money too—and quite a lot of it.
According to an October 7 report by the WSJ, Nous Research, the company behind Hermes Agent, raised $90 million in a Series B round at a $1.5 billion valuation. Robot Ventures led the round, with participation from Nvidia.
Here are a few numbers to start with:
1️⃣ Hermes launched in February and has been downloaded about 22.7 million times to date
2️⃣ Annualized revenue was about $36 million in mid-September
3️⃣ The company expects annualized revenue to top $100 million later this year (this is the company’s own projection, not something that has already happened)
4️⃣ The hosted version already had paid plans ranging from $20 to $200 per month (reported by TechCrunch in July)
Hermes hits 22.7 million downloads as Nous Research raises $90 million to court enterprise customers
Open-source agents can make money too—and quite a lot of it.
According to an October 7 report by the WSJ, Nous Research, the company behind Hermes Agent, raised $90 million in a Series B round at a $1.5 billion valuation. Robot Ventures led the round, with participation from Nvidia.
Here are a few numbers to start with:
1️⃣ Hermes launched in February and has been downloaded about 22.7 million times to date
2️⃣ Annualized revenue was about $36 million in mid-September
3️⃣ The company expects annualized revenue to top $100 million later this year (this is the company’s own projection, not something that has already happened)
4️⃣ The hosted version already had paid plans ranging from $20 to $200 per month (reported by TechCrunch in July)
According to an October 7 report by the WSJ, Nous Research, the company behind Hermes Agent, raised $90 million in a Series B round at a $1.5 billion valuation. Robot Ventures led the round, with participation from Nvidia.
Here are a few numbers to start with:
1️⃣ Hermes launched in February and has been downloaded about 22.7 million times to date
2️⃣ Annualized revenue was about $36 million in mid-September
3️⃣ The company expects annualized revenue to top $100 million later this year (this is the company’s own projection, not something that has already happened)
4️⃣ The hosted version already had paid plans ranging from $20 to $200 per month (reported by TechCrunch in July)
45
·
--
Tom Lee announces a 5% cap for BitMine: $ETH’s steadiest buyer will stop after buying about 100,000 more coins$ETH The steadiest buyer of the past year is about to clock out.
Tom Lee made it crystal clear in his keynote at TOKEN2049 in Singapore today: BitMine will stop once its ETH holdings reach 5% of the circulating supply. “That’s a hard cap”—it won’t add any more.
First, the numbers (BitMine’s October 5 announcement + CoinDesk / Cointelegraph):
1️⃣ As of October 4, it held 6,016,414 $ETH, about 4.9% of the 122.1 million in circulation
2️⃣ It’s only about 100,000 coins away from 5%, after buying 15,112 coins just last week
3️⃣ It still has $643 million in cash and marketable securities on its books—more than twice what it needs to reach the remaining allocation at current prices. Money isn’t an issue.
Tom Lee announces a 5% cap for BitMine: $ETH’s steadiest buyer will stop after buying about 100,000 more coins
$ETH The steadiest buyer of the past year is about to clock out.
Tom Lee made it crystal clear in his keynote at TOKEN2049 in Singapore today: BitMine will stop once its ETH holdings reach 5% of the circulating supply. “That’s a hard cap”—it won’t add any more.
First, the numbers (BitMine’s October 5 announcement + CoinDesk / Cointelegraph):
1️⃣ As of October 4, it held 6,016,414 $ETH , about 4.9% of the 122.1 million in circulation
2️⃣ It’s only about 100,000 coins away from 5%, after buying 15,112 coins just last week
3️⃣ It still has $643 million in cash and marketable securities on its books—more than twice what it needs to reach the remaining allocation at current prices. Money isn’t an issue.
Tom Lee made it crystal clear in his keynote at TOKEN2049 in Singapore today: BitMine will stop once its ETH holdings reach 5% of the circulating supply. “That’s a hard cap”—it won’t add any more.
First, the numbers (BitMine’s October 5 announcement + CoinDesk / Cointelegraph):
1️⃣ As of October 4, it held 6,016,414 $ETH , about 4.9% of the 122.1 million in circulation
2️⃣ It’s only about 100,000 coins away from 5%, after buying 15,112 coins just last week
3️⃣ It still has $643 million in cash and marketable securities on its books—more than twice what it needs to reach the remaining allocation at current prices. Money isn’t an issue.
243
·
--
Arthur Hayes: AI is a bubble, but he’s not shorting AI—he’s waiting for a bailout to unleash liquidity for $BTCArthur Hayes has weighed in again: AI is a bubble, the bubble will burst, and someone will step in to bail it out. Crypto $BTC will catch the liquidity released by the bailout.
In a nutshell: waste first, then crash, then bailout, and finally crypto soaks up the liquidity.
According to CNBC, Hayes answered questions at the Gamma Prime investment conference in Singapore on October 7. A few key points:
1️⃣ He said humanity is “wasting trillions of dollars” on AI data centers. His reasoning: every major technological rollout in history has involved overbuilding, followed by a crash, and then a bailout.
2️⃣ He put the stress point at late 2027 to 2028: new data centers will come online in large numbers, and computing-power providers will start asking customers to pay for capacity they had previously committed to. He named major buyers of computing power like SpaceX, OpenAI, and Anthropic, none of which are profitable yet.
Arthur Hayes: AI is a bubble, but he’s not shorting AI—he’s waiting for a bailout to unleash liquidity for $BTC
Arthur Hayes has weighed in again: AI is a bubble, the bubble will burst, and someone will step in to bail it out. Crypto $BTC will catch the liquidity released by the bailout.
In a nutshell: waste first, then crash, then bailout, and finally crypto soaks up the liquidity.
According to CNBC, Hayes answered questions at the Gamma Prime investment conference in Singapore on October 7. A few key points:
1️⃣ He said humanity is “wasting trillions of dollars” on AI data centers. His reasoning: every major technological rollout in history has involved overbuilding, followed by a crash, and then a bailout.
2️⃣ He put the stress point at late 2027 to 2028: new data centers will come online in large numbers, and computing-power providers will start asking customers to pay for capacity they had previously committed to. He named major buyers of computing power like SpaceX, OpenAI, and Anthropic, none of which are profitable yet.
In a nutshell: waste first, then crash, then bailout, and finally crypto soaks up the liquidity.
According to CNBC, Hayes answered questions at the Gamma Prime investment conference in Singapore on October 7. A few key points:
1️⃣ He said humanity is “wasting trillions of dollars” on AI data centers. His reasoning: every major technological rollout in history has involved overbuilding, followed by a crash, and then a bailout.
2️⃣ He put the stress point at late 2027 to 2028: new data centers will come online in large numbers, and computing-power providers will start asking customers to pay for capacity they had previously committed to. He named major buyers of computing power like SpaceX, OpenAI, and Anthropic, none of which are profitable yet.
234
·
--
Europol’s quantum report: Wallets are the weakest link; 30% of $BTC public keys have been exposedEuropol released two quantum computing reports today. Their conclusion in a nutshell: quantum computing won’t break encryption, but wallets are the weakest link.
1️⃣ The risk lies in wallets, not the blockchain.
A report by Europol’s European Cybercrime Centre (EC3) says that, in theory, a sufficiently powerful quantum computer could derive private keys from public keys that have already been exposed, then transfer assets without authorization—what people commonly call Q-Day. Hash functions that link blocks and support mining, on the other hand, should largely hold up.
2️⃣ Addresses whose public keys are already on-chain can’t be fixed after the fact.
Europol’s quantum report: Wallets are the weakest link; 30% of $BTC public keys have been exposed
Europol released two quantum computing reports today. Their conclusion in a nutshell: quantum computing won’t break encryption, but wallets are the weakest link.
1️⃣ The risk lies in wallets, not the blockchain.
A report by Europol’s European Cybercrime Centre (EC3) says that, in theory, a sufficiently powerful quantum computer could derive private keys from public keys that have already been exposed, then transfer assets without authorization—what people commonly call Q-Day. Hash functions that link blocks and support mining, on the other hand, should largely hold up.
2️⃣ Addresses whose public keys are already on-chain can’t be fixed after the fact.
1️⃣ The risk lies in wallets, not the blockchain.
A report by Europol’s European Cybercrime Centre (EC3) says that, in theory, a sufficiently powerful quantum computer could derive private keys from public keys that have already been exposed, then transfer assets without authorization—what people commonly call Q-Day. Hash functions that link blocks and support mining, on the other hand, should largely hold up.
2️⃣ Addresses whose public keys are already on-chain can’t be fixed after the fact.
181
·
--
Musk’s Terafab Love Triangle: TSMC Wants In, Intel Says It’s Not LeavingMusk’s Terafab has been caught up in a “love triangle” over the past couple of days: TSMC is rumored to be joining the project, while Intel CEO Lip-Bu Tan has made his position clear—I’m not leaving.
First, let’s get the facts straight:
1️⃣ Intel signed on as a development partner for Terafab this April. According to reports from TechPowerUp and others, Terafab plans to ramp up production at its Texas campus using Intel 14A process IP.
2️⃣ Last weekend, Musk responded on X to reports that “TSMC is exploring a partnership with Terafab”: “Just discussions, but something may come of it.” The market immediately began worrying that Intel could be replaced, and its stock came under pressure for a while.
Musk’s Terafab Love Triangle: TSMC Wants In, Intel Says It’s Not Leaving
Musk’s Terafab has been caught up in a “love triangle” over the past couple of days: TSMC is rumored to be joining the project, while Intel CEO Lip-Bu Tan has made his position clear—I’m not leaving.
First, let’s get the facts straight:
1️⃣ Intel signed on as a development partner for Terafab this April. According to reports from TechPowerUp and others, Terafab plans to ramp up production at its Texas campus using Intel 14A process IP.
2️⃣ Last weekend, Musk responded on X to reports that “TSMC is exploring a partnership with Terafab”: “Just discussions, but something may come of it.” The market immediately began worrying that Intel could be replaced, and its stock came under pressure for a while.
First, let’s get the facts straight:
1️⃣ Intel signed on as a development partner for Terafab this April. According to reports from TechPowerUp and others, Terafab plans to ramp up production at its Texas campus using Intel 14A process IP.
2️⃣ Last weekend, Musk responded on X to reports that “TSMC is exploring a partnership with Terafab”: “Just discussions, but something may come of it.” The market immediately began worrying that Intel could be replaced, and its stock came under pressure for a while.
66
·
--
U.S. imports hit a record $420.8 billion in August: Tariffs didn’t stop them—AI data centers got their gear in firstNo matter how high the tariff wall gets, the goods AI data centers need still have to come in.
The U.S. Department of Commerce (BEA + Census) released August trade data on October 6. A few numbers speak for themselves 👇
1️⃣ The goods and services trade deficit was $105.6 billion, up $12.7 billion from July’s revised $92.8 billion, a 13.7% month-over-month increase. Reuters says it was the largest since March 2025; the market expected $102.0 billion.
2️⃣ Imports hit a record $420.8 billion; exports rose just 1.4% to $315.2 billion.
3️⃣ Capital goods imports also hit a record $146.4 billion, up $6.2 billion from the previous month, mainly due to semiconductors (+$2.4 billion) and industrial machinery. Real capital goods imports, adjusted for prices, also reached a record $120.0 billion.
U.S. imports hit a record $420.8 billion in August: Tariffs didn’t stop them—AI data centers got their gear in first
No matter how high the tariff wall gets, the goods AI data centers need still have to come in.
The U.S. Department of Commerce (BEA + Census) released August trade data on October 6. A few numbers speak for themselves 👇
1️⃣ The goods and services trade deficit was $105.6 billion, up $12.7 billion from July’s revised $92.8 billion, a 13.7% month-over-month increase. Reuters says it was the largest since March 2025; the market expected $102.0 billion.
2️⃣ Imports hit a record $420.8 billion; exports rose just 1.4% to $315.2 billion.
3️⃣ Capital goods imports also hit a record $146.4 billion, up $6.2 billion from the previous month, mainly due to semiconductors (+$2.4 billion) and industrial machinery. Real capital goods imports, adjusted for prices, also reached a record $120.0 billion.
The U.S. Department of Commerce (BEA + Census) released August trade data on October 6. A few numbers speak for themselves 👇
1️⃣ The goods and services trade deficit was $105.6 billion, up $12.7 billion from July’s revised $92.8 billion, a 13.7% month-over-month increase. Reuters says it was the largest since March 2025; the market expected $102.0 billion.
2️⃣ Imports hit a record $420.8 billion; exports rose just 1.4% to $315.2 billion.
3️⃣ Capital goods imports also hit a record $146.4 billion, up $6.2 billion from the previous month, mainly due to semiconductors (+$2.4 billion) and industrial machinery. Real capital goods imports, adjusted for prices, also reached a record $120.0 billion.
99
·
--
ElevenLabs gives voice Agents an “AI engineer” to review calls, change configurations, and write its own testsThe next step for AI Agents isn’t getting better at chatting—it’s being able to improve themselves.
On October 6, ElevenLabs announced ElevenAgents Architect: an “AI engineer” built into its enterprise voice Agent platform, designed to build and fine-tune Agents that answer calls and handle customer service.
A few key points:
1️⃣ Use voice or text to direct the Agent. For example, ask, “Why does the refund line keep transferring me to a human?” It’ll review real call recordings, Agent configurations, and test results to find the cause, then adjust prompts, workflows, tools, the knowledge base, or guardrails.
ElevenLabs gives voice Agents an “AI engineer” to review calls, change configurations, and write its own tests
The next step for AI Agents isn’t getting better at chatting—it’s being able to improve themselves.
On October 6, ElevenLabs announced ElevenAgents Architect: an “AI engineer” built into its enterprise voice Agent platform, designed to build and fine-tune Agents that answer calls and handle customer service.
A few key points:
1️⃣ Use voice or text to direct the Agent. For example, ask, “Why does the refund line keep transferring me to a human?” It’ll review real call recordings, Agent configurations, and test results to find the cause, then adjust prompts, workflows, tools, the knowledge base, or guardrails.
On October 6, ElevenLabs announced ElevenAgents Architect: an “AI engineer” built into its enterprise voice Agent platform, designed to build and fine-tune Agents that answer calls and handle customer service.
A few key points:
1️⃣ Use voice or text to direct the Agent. For example, ask, “Why does the refund line keep transferring me to a human?” It’ll review real call recordings, Agent configurations, and test results to find the cause, then adjust prompts, workflows, tools, the knowledge base, or guardrails.
37
·
--
BNB Chain added 12.9 million stablecoin addresses in one quarter: the money is on Ethereum and Tron, the people are on BNB ChainStablecoins saw an interesting kind of “split” this quarter: the money and the people aren’t on the same chains.
According to the Q3 2026 RWA Activity report by RWA Foundation × Token Terminal:
1️⃣ On October 1, total stablecoin supply stood at $300.9 billion, spanning 195 assets, 152 issuers, and 47 chains. The number of addresses holding a non-zero balance reached 308.4 million, officially surpassing 300 million.
2️⃣ For new addresses, look at BNB Chain: it added 12.9 million addresses holding stablecoins in Q3—about 5 times the 2.6 million added by runner-up Celo. Tron added 2.2 million, Solana 2 million, Ethereum 1.7 million, Arbitrum 1.6 million, and Base 1.5 million. The top 10 chains added about 26.3 million addresses combined, with BNB Chain alone accounting for nearly half.
BNB Chain added 12.9 million stablecoin addresses in one quarter: the money is on Ethereum and Tron, the people are on BNB Chain
Stablecoins saw an interesting kind of “split” this quarter: the money and the people aren’t on the same chains.
According to the Q3 2026 RWA Activity report by RWA Foundation × Token Terminal:
1️⃣ On October 1, total stablecoin supply stood at $300.9 billion, spanning 195 assets, 152 issuers, and 47 chains. The number of addresses holding a non-zero balance reached 308.4 million, officially surpassing 300 million.
2️⃣ For new addresses, look at BNB Chain: it added 12.9 million addresses holding stablecoins in Q3—about 5 times the 2.6 million added by runner-up Celo. Tron added 2.2 million, Solana 2 million, Ethereum 1.7 million, Arbitrum 1.6 million, and Base 1.5 million. The top 10 chains added about 26.3 million addresses combined, with BNB Chain alone accounting for nearly half.
According to the Q3 2026 RWA Activity report by RWA Foundation × Token Terminal:
1️⃣ On October 1, total stablecoin supply stood at $300.9 billion, spanning 195 assets, 152 issuers, and 47 chains. The number of addresses holding a non-zero balance reached 308.4 million, officially surpassing 300 million.
2️⃣ For new addresses, look at BNB Chain: it added 12.9 million addresses holding stablecoins in Q3—about 5 times the 2.6 million added by runner-up Celo. Tron added 2.2 million, Solana 2 million, Ethereum 1.7 million, Arbitrum 1.6 million, and Base 1.5 million. The top 10 chains added about 26.3 million addresses combined, with BNB Chain alone accounting for nearly half.
178
·
--
AI's bottleneck shifts from chips to power: Morgan Stanley estimates U.S. data centers will face a power shortfall of about 32 GW in 2028The bottleneck for AI is shifting: from “not enough chips” to “not enough power.”
Morgan Stanley's October 5 report, as cited by Reuters and others, gives a stark figure: by 2028, the U.S. data center power shortfall will be about 32 GW, or 34% of demand. Note that this figure already takes into account stopgap measures such as on-site gas-fired generation and fuel cells.
Let's break it down into a few points:
1️⃣ Demand has been sharply revised upward. Morgan Stanley's September 21 report on the sector raised its forecast for U.S. data center power demand in 2026–2028 from 68 GW to 97 GW. The reason is straightforward: racks have gone from servers with 8 GPUs to fully loaded racks with 72, sending power consumption per rack soaring.
AI's bottleneck shifts from chips to power: Morgan Stanley estimates U.S. data centers will face a power shortfall of about 32 GW in 2028
The bottleneck for AI is shifting: from “not enough chips” to “not enough power.”
Morgan Stanley's October 5 report, as cited by Reuters and others, gives a stark figure: by 2028, the U.S. data center power shortfall will be about 32 GW, or 34% of demand. Note that this figure already takes into account stopgap measures such as on-site gas-fired generation and fuel cells.
Let's break it down into a few points:
1️⃣ Demand has been sharply revised upward. Morgan Stanley's September 21 report on the sector raised its forecast for U.S. data center power demand in 2026–2028 from 68 GW to 97 GW. The reason is straightforward: racks have gone from servers with 8 GPUs to fully loaded racks with 72, sending power consumption per rack soaring.
Morgan Stanley's October 5 report, as cited by Reuters and others, gives a stark figure: by 2028, the U.S. data center power shortfall will be about 32 GW, or 34% of demand. Note that this figure already takes into account stopgap measures such as on-site gas-fired generation and fuel cells.
Let's break it down into a few points:
1️⃣ Demand has been sharply revised upward. Morgan Stanley's September 21 report on the sector raised its forecast for U.S. data center power demand in 2026–2028 from 68 GW to 97 GW. The reason is straightforward: racks have gone from servers with 8 GPUs to fully loaded racks with 72, sending power consumption per rack soaring.
131
·
--
Bank of Russia issues first crypto licenses: Sber and VTB are inCrypto in Russia has officially moved out of the gray zone and become licensed.
On October 6, the Bank of Russia announced the first list of crypto market participants: 5 digital custodians and 4 crypto exchange operators. The list is based on the transitional provisions of the Digital Currency and Digital Rights Law (282-FZ), which took effect on September 1.
1️⃣ Custody list: Sberbank, VTB, Voltari, Atomyze (part of T-Technologies), Cloud Infrastructure
2️⃣ Exchange list: VTB, T-Invest Lab, Zefir, Sistema-Crypto. VTB got both licenses.
Bank of Russia issues first crypto licenses: Sber and VTB are in
Crypto in Russia has officially moved out of the gray zone and become licensed.
On October 6, the Bank of Russia announced the first list of crypto market participants: 5 digital custodians and 4 crypto exchange operators. The list is based on the transitional provisions of the Digital Currency and Digital Rights Law (282-FZ), which took effect on September 1.
1️⃣ Custody list: Sberbank, VTB, Voltari, Atomyze (part of T-Technologies), Cloud Infrastructure
2️⃣ Exchange list: VTB, T-Invest Lab, Zefir, Sistema-Crypto. VTB got both licenses.
On October 6, the Bank of Russia announced the first list of crypto market participants: 5 digital custodians and 4 crypto exchange operators. The list is based on the transitional provisions of the Digital Currency and Digital Rights Law (282-FZ), which took effect on September 1.
1️⃣ Custody list: Sberbank, VTB, Voltari, Atomyze (part of T-Technologies), Cloud Infrastructure
2️⃣ Exchange list: VTB, T-Invest Lab, Zefir, Sistema-Crypto. VTB got both licenses.
30
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number
Trending Topics
FedMinutesFocusOnOctoberPause
376,998 views
2,370 Discussing
🚨 THE FED JUST DROPPED A HUGE HINT — OCTOBER PAUSE INCOMING?
Wall Street is betting the Fed will HIT THE BRAKES in October. And crypto traders are watching closely. 👀
The latest FOMC minutes have shifted attention toward a potential pause at the October 27–28 meeting.
📊 The market setup:
🔥 October rate hold: approximately 82.8% in the latest previously reported pricing.
🔥 Rate hike probability: approximately 17.2%.
🔥 Weakening labor-market data is making an immediate hike harder to justify.
But here's the twist.
A PAUSE IS NOT A RATE CUT.
The Fed could hold in October while keeping the door open for additional tightening later.
For $BTC, $ ETH and $XAU, that distinction matters.
A pause could ease immediate pressure on risk assets. But persistent inflation and elevated Treasury yields could still crush bullish momentum.
⚠️ THE BIG QUESTION:
Is Wall Street positioning for a crypto breakout — or setting up another massive bull trap before the next Fed decision?
$BTC $ETH $BNB $SOL $XAU
#fedminutesfocusonoctoberpause #BinanceLaunchesBinanceIntelligence #EvernorthDelaysNasdaqDebutToOct12 #RobinhoodAdds$25MInBitcoinToBalanceSheet #SP500AndNasdaqHitRecordHighs
KimHotbae
·29 Likes
·32.9k views
VitalikWarnsAICouldWeakenCryptographySecurity
1,503 views
134 Discussing
XRPSpotETFsHold$1.7BWeeklyInflowsSlow
356 views
20 Discussing