Web3热宝

Declare that other accounts are not me, this account is me, Twitter (web3 hot treasure).

Regular investment in Bitcoin, long-termism, pulling hair to engage in contracts, once entering the crypto world, it's as deep as the sea, from now on, it's hard for gamblers to repent.

Today's Crypto Brief | November 1

Good evening, friends! There's just one big story today: Binance withdrawals are back!!!

1️⃣ Binance opened withdrawals for its first batch of networks today at 2 p.m. Beijing time, with BTC leading the way, followed by ETH, BNB, USDT/USDC, and more—15 networks in total. The official statement says about 95% of the stolen assets have been replenished~
My take: Get withdrawals back online first—that matters more than any amount of reassuring talk! The remaining networks are still undergoing security checks, so don't rush to test the waters on some obscure chain.

2️⃣ Whale Alert tracked the first three hours after withdrawals opened and saw roughly $2 billion flow out of Binance: 10,000 BTC (about $779 million), nearly $1 billion in USDT, $200 million in USDC, and 30,000 ETH.
My feeling: It's totally normal for people who've been waiting three days to withdraw. Whether they're moving funds or selling at a loss is hard to say, but there hasn't been a bank-run-style panic—that's good news!

3️⃣ That promised “Sunday pump” never came, haha~ BTC is now hovering around $78,000, up less than 1% in 24 hours. October was down about 7.3% overall, and the Fear & Greed Index fell from 70 to 36. Bitfinex sees $75,000 as support; reclaiming $80,000 would be a sign of recovery.
My take: Sentiment is in fear territory. I'm not chasing or panicking—I'll just gradually buy the dips when prices reach my levels.

4️⃣ On the hacking front: The FBI has attributed the attack to North Korea's TraderTraitor; the stolen funds were mainly converted into ETH and then laundered. Around $2.8 billion in stablecoins have been frozen so far.
Seriously, stablecoins can be frozen, but BTC and ETH can't—this is another lesson for everyone! Know where your coins are held.

5️⃣ A quick note on U.S. stocks: Alphabet had a record single-day drop this week, and Intel fell 29% in one day. AI spending is eating into profits, and sentiment around tech stocks isn't great either.

What to watch tomorrow: Binance's promised zero-knowledge proof of reserves (expected November 3), the U.S. election, and the November 6 nonfarm payrolls report. If the proof of reserves checks out cleanly, the market should be able to breathe a little easier!

Did you withdraw your coins today, friends? Did you take them out or leave them there? Let me know in the comments~

$BTC $ETH $BNB

#加密快报 #Crypto

Folks!! The withdrawal window has officially been announced!!!

Binance Recovery Update #4 (November 1): The first phase of withdrawals opens today from 14:00–17:00 Beijing time (UTC 06:00–09:00)~ The first batch of networks/assets will be rolled out gradually: BTC, ETH, BNB, TRX, SOL, XRP, ZEC, DOGE, TON, POL, AVAX, ARB, BASE, OP, SUI, and so on. Check the withdrawal page/network status page for the latest details. Deposits have remained open the whole time.

Reserves have also been bumped up another notch: from roughly 90% to roughly 95%—the top ten (BTC/ETH/USDT/BNB/SOL/USDC/XRP/USD1/RLUSD/ZEC) are still reportedly fully covered at 100%; the remaining roughly 5% is in less liquid small-cap coins, which they’re still sourcing on the market/OTC~ The company continues to say that users won’t bear the losses.

Heads-up: traffic will be heavy at first, so delays and failed attempts are possible. Just try again a little later—don’t freak out over scary messages in the group chat haha. CoinGecko has BTC hovering around 77.8K, ETH around 2,266, and BNB around 705~

Seriously, the window opening ≠ your withdrawal arriving instantly. Keep an eye on official channels and your own account status!!! Are you all planning to withdraw right at opening, or wait and see if things are stable?

$BTC $BNB $ETH
#币安 #提现 #Crypto

Bros!! The FBI has officially confirmed it!!!

Over the weekend, the U.S. Federal Bureau of Investigation issued a cybersecurity alert, naming TraderTraitor, a North Korean state-sponsored hacking group, as the main culprit behind this roughly $6B+ Binance theft. It’s the same crew that pulled off the roughly $1.5B Bybit heist last year (FBI / AP / ABC, Oct 31–Nov 1)~

They’ve observed that most of the stolen assets are being converted into ETH, and expect the group to keep laundering funds through DeFi and instant-swap services. They’ve also called on exchanges and blockchain analytics firms to monitor the listed addresses and block related transfers.

CoinGecko has BTC hovering around $77.7K right now, ETH at about $2,268, and BNB around $703~ Honestly, attribution by private companies is one thing, but an FBI confirmation is on another level. Don’t mistake “still under investigation” for “nothing to worry about” and call it a day, haha.

How much do you think they’ll recover—or should we just keep an eye on whether withdrawals actually reopen?

$BTC $ETH
#FBI #朝鲜 #crypto

Folks!!! Today is Binance’s stated target date for withdrawals!!!

Official update #3 (Recovery Update #3, October 31): Replenishment of stolen assets has risen from around 80% to 90%—these ten assets, BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD, and ZEC, are reportedly 100% ready; the remaining roughly 10% consists of smaller, less liquid coins that they’re still gradually buying on the market/OTC～ The funds are coming from the company treasury + some SAFU funds + the futures insurance fund, and the company says losses won’t be passed on to users (Binance announcement / CoinDesk).

But note: as of now, it’s still “on track to open Sunday (November 1),” and details are pending further confirmation—don’t treat the target date as proof that withdrawals are already open, haha. The proof-of-reserves snapshot was taken at 00:00 UTC on October 31; the complete zero-knowledge proof will probably take until around November 3 to calculate.

CoinGecko currently has BTC hovering around 77,600, ETH around 2,266, and BNB around 703～I’m serious, keep a close eye today on whether they actually announce that withdrawals are open. Don’t believe rumors flying around in the groups!!!

Is the withdrawal button lit up in your account yet, or is it still greyed out?

$BTC $BNB
#币安 #提现 #Crypto

Guys!! On-chain analysis has just nailed down who’s responsible even harder!!!

A post on Chainalysis’s official blog names names: they believe North Korean hacking group TraderTraitor was behind this huge Binance heist. The key evidence is that the stolen Binance funds were mixed on-chain with the batch stolen from Bitget last month (Chainalysis/BBC, Oct. 30–31)~

The money-laundering tactics were pretty intense too: in about 20 minutes, roughly 325 million stablecoins were swapped for around 285 million ETH, specifically to avoid being frozen by issuers. After that, they spotted tens of thousands of automated transfers, with many addresses first receiving exactly 1 TRX before passing the funds along, haha.

CoinGecko has BTC hovering around $77,200 right now, and ETH around $2,240~ Honestly, the president saying it’s “under investigation” is one thing, but on-chain firms have already named names. Don’t take “no official attribution yet” to mean “nothing to see here.” Let’s keep an eye on the freezes and recovery efforts this weekend!!!

Do you put more faith in Chainalysis’s attribution, or would you rather wait for the U.S. government to make it official?

$BTC $ETH
#币安 #Chainalysis #crypto

Hey folks!! There’s trouble in the hardware wallet supply chain too!!!

Trezor just issued an official warning: Some Safe 5 devices sold by Southeast Asian reseller CryptoBilis were reported to contain suspicious hardware implants—a small board with a cellular module that could steal the recovery phrase displayed on the screen and transmit it as soon as the device is plugged in~ (Trezor’s website/CoinTelegraph/The Block, October 30–31)

They haven’t inspected the device in a lab yet, but they’ve issued a warning based on credible reports: If you bought one from CryptoBilis after March, move your coins to a “new wallet + new recovery phrase” ASAP!!! So far, they say they haven’t received any reports of stolen funds, and four other devices they inspected were fine. This was also the reseller involved in the earlier Ledger incident, and Trezor has already removed it from its official channel this month, haha.

Seriously, a major exchange just blew up, and now there’s another issue with cold wallet retailers—don’t just keep an eye on exchanges; when buying a hardware wallet, stick to the official store. Don’t get drained a second time this weekend by fake support agents or phishing emails!!!

Did you buy your hardware wallet directly from the official store, or through a third-party seller?

#Trezor #安全 #Crypto

Guys!! Trump has weighed in on the Binance situation too!!!

When reporters asked him in the Oval Office whether North Korean hackers were behind it, he said he didn’t know, but “We’re looking at that”—the U.S. is investigating. Asked if the money could be recovered, he relayed Binance’s claim: “They say they’re going to get it back; it’s basically under control.” He also joked that crypto is a bit dangerous because you “can’t see the money,” haha (Yahoo/AA/The Straits Times, Oct. 30–31).

Meanwhile, the Secret Service says it’s working around the clock with partners like Circle to freeze, track down, and recover the stolen funds. CoinGecko has Bitcoin hovering around $77,100, ETH around $2,240, and BNB around $704～

Honestly, the president making an appearance ≠ the case being closed. Don’t treat “looking at” as “already recovered”—that’s not the end of the story. This weekend, keep an eye on official channels and withdrawal updates!!!

Do you believe it’s “basically under control,” or are you sitting tight until there’s proof?

$BTC $BNB
#币安 #特朗普 #Crypto

Hey, folks!! Binance has put out its second update!!!

The second announcement, signed by He Yi and Richard Teng: the tech team aims to begin restoring withdrawals in batches within about 34 hours—provided the security checks are complete. Deposits and other unaffected services are running as usual～

On the funds side, they say they’ve prepared around 6.34 billion+, of which around 5 billion corresponds to the stolen assets, covering roughly 80%; they’ll source the rest from the market/OTC. The first proof-of-reserves snapshot is expected to be taken within about 12 hours, with results to be announced on November 2. As for the investigation: they’ve found more leads beyond the laptop, and so far there’s no evidence that the wallet private keys were compromised. More technical details are expected in about 48 hours～

CoinGecko has BTC hovering around 77,300, ETH around 2,240, and BNB around 704～ Honestly, the timeline sounds pretty soon, but the key point is “only reopen after thorough testing.” Don’t treat 34 hours as a countdown to the market reopening and call it a day, haha.

Are you more concerned about when withdrawals will reopen, or would you rather wait for the proof of reserves?

$BTC $BNB
#币安 #提现 #Crypto

Folks!! Another round of security news today!!!

Something happened to the international Polymarket prediction market site on Thursday—not a breach of its own core systems, but its third-party monitoring service DebugBear was compromised. Malicious scripts used active login sessions to liquidate positions and drain wallets. Analysts estimate the incident affected around 2.7 million in value and involved roughly 710 wallets (CNBC/CoinDesk, October 29).

The platform temporarily halted trading, then resumed after about an hour. It said affected users would be fully reimbursed and that it had reported the incident to law enforcement in the UK. The US platform reportedly wasn’t affected.

Seriously, folks: a major exchange just got hit the other day, and now it’s a supply-chain attack. Think twice before running any scripts or granting permissions. Don’t just watch out for big exchanges—even a little plugin can drain your wallet, haha.

Do you still use prediction markets? Or are you sitting this one out and watching for now?
#Polymarket #安全 #Crypto

Folks!! The whole market is dumping, but HYPE is stubbornly going against the trend!!!

ICE, the parent company of the NYSE, just announced a deal with Trade[XYZ]: they're bringing Hyperliquid-style perpetual contracts to the US regulated market—with ICE as the exclusive operator and taking a strategic stake. The offerings will cover crypto, stocks, commodities, and forex, though they still need regulatory approval, of course (ICE/CoinDesk, Oct. 29).

HYPE is currently a little over $90 on CoinGecko, up a whopping roughly 15% in 24 hours. Meanwhile, BTC is still hovering around $77K, and BNB is soft too—it's the only one bucking the trend, haha.

Honestly, the market can keep dumping, but a traditional exchange bringing on-chain perps into the US mainstream is the real story here. But let's not get carried away—it's not approved or live yet, so don't treat “news” as “time to ape in.”

Do you think this will really happen, or will approvals drag on forever again?
$HYPE
#Hyperliquid #Crypto

Bros!! Binance is in chaos!!!

The official statement calls it a “potential security incident,” and deposits and withdrawals have been temporarily paused while they investigate. Tether has frozen around 1.5B+ USDT, and Circle has frozen 800M+ USDC—about 2.5 billion combined (CNBC). On-chain analytics firm Arkham flagged around 6 billion in related addresses, and Chainalysis also estimated roughly 5.9 billion—but nothing’s been fully confirmed yet, so don’t believe the panic-mongering in group chats.

Binance says user funds are safe and it will cover any losses. Bitcoin is currently hovering just above $77K on CoinGecko, and BNB is softening too. Honestly, the worst thing in a situation like this is getting tricked into paying again through a fake link~ Stick to official channels and don’t click random links.

Have deposits and withdrawals been restored for your accounts?
$BTC $BNB
#币安 #安全事件 #crypto

Hey folks!! A U.S. senator is dropping hints again!!!

Bill Hagerty recently talked with Bitcoin Magazine: the U.S. Strategic Bitcoin Reserve is probably still around 200,000 coins. He said that once the market structure bill is settled, an “expansion” could come pretty quickly~ But don’t get carried away!!! Public reporting also points out that there’s still no authorization to use taxpayer money to aggressively buy coins on the secondary market, and the bill itself is still stalled. People have been saying “very soon” for quite a while now, haha.

Honestly, policy narratives can boost sentiment, but actual progress depends on Congress and the budget~ Do you think this is more of a bullish signal, or are they just telling stories again?

$BTC
#战略储备 #Crypto

Hey, mates!! Another major Australian bank is making a move!!!

Westpac says on its website that starting December 1, it may count payments identified as going to crypto exchanges toward a combined limit of around AUD 10,000 per calendar month. Online banking, the app, credit cards, and debit cards may all count toward this limit, and payments may be declined outright once you exceed it. They also say they won’t increase the limit or grant exemptions. Withdrawals from exchanges back to Westpac won’t be affected for now.

Honestly, this isn’t a ban on crypto—it’s the bank tightening the gates with risk controls, haha. Do you think other banks will follow suit one by one?

$BTC
#Westpac #加密监管 #Crypto

Guys!! Visa dropped a massive number on its earnings call!!!

The CEO said it himself: stablecoin settlement has hit an annualized run rate of over $25 billion, up roughly 10x year over year～ It spans 10 blockchains, with five stablecoins (USDC, USDG, EURC, PYUSD, SBC) in use. The market can dump all it wants, but payment giants are really working on getting on-chain money into everyday settlements, haha.

Seriously, this isn't a shill—it's infrastructure being built～ Do you think it can keep growing like crazy next year, or will growth slow down?

$USDC
#Visa #稳定币 #Crypto

Bros!!! Strategy is up to something wild again!!!

Shareholders just approved changing four preferred stocks to "pay dividends every day"—STRC, STRF, STRK, and STRD. About 99.3% voted in favor—Cointelegraph and Decrypt both reported it. STRC goes first, accruing dividends daily starting November 1, with payment on the 2nd; the other three won't get started until January 1, 2027.

Heads up!!! These aren't bank deposits. Preferred-stock dividends depend on whether the company can keep paying out, and the securities themselves can also lose value—don't hear "money automatically paid every day" and get carried away, haha.

Seriously, a bitcoin-hoarding company managing cash flow while dabbling in financial engineering—make up your own minds, folks. Do you think this means steady cash flow, or are they just spinning another story for the market?

$MSTR $BTC
#Strategy #币圈

Guys!! The Fed decision is out: rates are staying put!!!

Official statement: The target rate remains at 3.75%–4%, with 10 votes in favor and 2 opposed—Lisa Cook and Beth Hammack wanted a straight-up 25-basis-point hike. The statement also says that “inflation remains elevated,” and the description of economic growth was upgraded from “solid” to “strong.” Markets were already expecting no move tonight; the real question is whether they’ll hike in December~

Price action was pretty muted: $BTC briefly touched around $81.5K–$81.7K after the statement, then drifted back to just above $80K in early Asian trading (CoinGecko had it around $80.1K this morning). ETH was around $2,310. Honestly, holding steady doesn’t mean they’re turning on the liquidity taps—the hawkish dissenting votes are the real story haha.

Do you think a December hike is more likely, or will they keep kicking the can down the road?

$BTC $ETH
#美联储 #Crypto

Hey, folks!! The money flow for ETH has finally caught its breath!!!

Farside reports that U.S. spot ETH ETFs saw roughly $33.1 million in net inflows on October 27—Fidelity’s FETH brought in about $28.6 million, and Grayscale’s ETH added around $4.5 million. The day before, they’d just seen about $88.6 million in outflows (almost all from ETHA), so it’s like after a big sell-off, someone’s already nibbling their way back in, haha.

On Fed day, $ETH was still hovering around 2,350, while $BTC was holding near 81,000. Honestly, don’t take this ETH bounce as a reversal signal. Don’t get too carried away before tonight’s statement comes out~

Do you think ETH ETFs can keep absorbing inflows for a few more days, or will they start seeing outflows again once the statement drops?

$ETH $BTC
#美联储 #Crypto