三韭撸猫

【News】Fundstrat co-founder and Bitmine chairman Tom Lee recently issued a public warning to traditional banks: roughly 99% of financial activity still relies on legacy infrastructure, making it easy for institutions to view crypto assets as a niche sector. Without a clear crypto strategy, they could quickly fall behind as tokenization, stablecoins, and AI-driven trading gain momentum. Public discussion suggests that under Lee’s leadership, Bitmine holds more than approximately 6 million ETH (nearly 5% of the circulating supply) and is betting on cyclical opportunities tied to these trends. The market is watching how quickly institutions position themselves in programmable financial rails and the on-chain economy.

$ETH

【News】Around October 25, Binance founder CZ reposted and emphasized BNB Chain’s “multiple chains, one coin” direction: plans call for launching a high-speed, EVM-compatible Layer 1 alongside the existing BNB Smart Chain (BSC), targeting sub-second finality and serving high-frequency trading, real-time payments, and agent-based applications. Public discussions have mentioned block times of around 200 milliseconds, a native bridge to BSC, and no new token issuance, with BNB continuing to serve as the fee and staking asset. The internal devnet is reportedly already running, with a public testnet targeted for around late 2026 and mainnet for early 2027.

$BNB

【News】Solana ecosystem launchpad Pump.fun has recently faced a user backlash (topic: #BOYCOTTPUMPFUN). The community has criticized developers for bundling and front-running, creator fees going directly to personal wallets, and an airdrop promised for over a year that remains undelivered to most users. Public discussions say its daily trading volume once fell by about 12% in a single day, with roughly $110 million in trading volume evaporating over about two days. Some users have moved to alternative platforms such as Stonk Fun, which reportedly uses shared wallets to prevent bundling, temporarily bans duplicate tickers, and channels fees into token buybacks and burns. The incident reflects ongoing disputes over fairness and rule transparency in memecoin launchpads.

$SOL

【News】Around October 25, some users found that their accounts had been flagged as “high risk” and they could no longer use Hyperliquid’s main interface. The reason was an indirect on-chain fund link to the parent company of HTX, which is under UK sanctions. Public discussions say that compliance tools such as Chainalysis flag wallets that have received transfers from HTX-related addresses, even when the amounts are small or the transfers were repayments from friends the users did not know were linked to HTX. Users can still access the platform through alternative front ends or by interacting directly with its contracts, but the incident has sparked debate over compliance tools wrongly flagging ordinary traders and the limits of compliance on decentralized platforms.

$HYPE

【News】According to public discussions, Grayscale's Zcash ETF saw net inflows of about $41.1 million in the week ending around October 23, its strongest weekly inflow since around mid-September. This followed net outflows totaling about $143.4 million over roughly three consecutive weeks. Some traders also mentioned inflows of about $34.7 million over roughly two days. The market is also watching expectations for the NU7 upgrade around November 5, which is said to shorten block times from about 75 seconds to about 25 seconds. Amid pullbacks in Bitcoin and Ethereum, discussion of the relative strength of privacy coins has picked up.

$ZEC

【News】Chainlink has reportedly added multiple integrations, spanning around 19 integrations across roughly 7 blockchains and covering about five service categories, including real-world assets (RWA), cross-chain tools, and compliance-related capabilities. Public discussions have mentioned Gravity Chain (cross-chain WETH/USDC transfers), Reflect Money (verifiable pricing), Solana automated workflows, and compliance use cases for exchanges such as Theorem Markets. Its cross-chain interoperability protocol CCIP has reportedly transferred more than approximately $15 billion in token value this year and is embedded in tools commonly used by organizations such as OpenZeppelin. The market is watching its role in infrastructure for data, compliance, and global capital flows.

$LINK

【News】Nasdaq-listed Strive reportedly holds approximately 36,818 BTC (worth nearly $3 billion), accumulated through about 39 transactions. In mid-October, it made a single purchase of approximately 4,045 BTC at an average price of about $82,800. The company raised approximately $630 million by issuing perpetual preferred stock $SATS with a coupon of about 15%, to continue accumulating Bitcoin and pay dividends. It has reportedly also activated a perpetual swap arrangement related to $SATS. The market is watching for its next 8-K filing and its progress in the corporate Bitcoin treasury race.

$BTC

【News】The Stablecoin Summit, organized by the RGB Protocol Association and sponsored by Utexo, takes place on October 25 in Lugano, Switzerland. It focuses on reconnecting stablecoins such as USDT to the Bitcoin network through approaches including the RGB protocol and Lightning Network. Federico Tenga of Bitfinex, Utexo co-founder Viktor Ihnatiuk, and others will discuss technical layers related to lending, distribution, and dollar liquidity. Utexo Mint is scheduled for public launch around November 28 and is already open for early testing on Bitcoin Signet. Utexo has also joined the Mastercard Crypto Partner Program. The event is taking place alongside the Lugano Plan ₿ Forum.

$BTC

【News】Solana’s mainnet has reportedly activated the Alpenglow upgrade, rolled out by Anza around slot 459,653,000, around October 21. It replaces the original TowerBFT consensus mechanism, reducing transaction finality from about 12.8 seconds to roughly 150 milliseconds. The upgrade also brings slot times of about 200 milliseconds, larger transaction capacity, and lower costs, targeting real-time use cases such as payments and trading. It does not change wallets or the fee structure. Meanwhile, the market is watching SOL’s pullback to around $101 and discussions of key support levels.

$SOL

【News】Bitwise’s spot NEAR ETF (ticker: NRR) reportedly recorded net inflows of around $5.4 million on a trading day in October, bringing cumulative inflows over the past few weeks to more than approximately $80 million. The foundation stakes the tokens held by the fund. Meanwhile, the market is also watching cross-chain-related activity such as NEAR Intents, network revenue, and technical discussions around range lows.

$NEAR

【News】After pulling back from its October high of around $1.50, XRP has recently consolidated in the $1.12–$1.30 range. Institutional developments remain in focus: Standard Chartered, Cross River, and others are reportedly supporting Ripple’s RLUSD stablecoin on the XRP Ledger; there have also been developments in approvals related to an OCC trust bank charter, along with discussions of perpetual-style products for real-world assets. The community remains divided on long-term price targets, but real-world use cases such as payments and foreign exchange settlement remain the main topics of discussion.

$XRP

【News】DFINITY (Internet Computer) founder Dominic Williams accused NEAR Protocol’s cross-chain capabilities, including Intents and Chain Signatures, of drawing on his team’s research and patent approaches in areas such as threshold ECDSA signatures, chain signatures, and privacy. He pointed to papers by Jens Groth and Victor Shoup from 2021–2022, as well as a US patent issued in July 2026 concerning rerandomizable presignatures. The ICP community raised questions about the launch timeline and the people involved, while NEAR emphasized that public papers and open-source libraries such as cait-sith are part of a shared research foundation. As of late October, no formal lawsuit had been reported.

$NEAR

【News】Developer Shaw (@shawmakesmagic) fully reconstructed the now-defunct daosfun contract on Solana from on-chain data. The binary was verified by SHA-256 to match the original program, and the reconstruction revealed at least one critical vulnerability and other security issues. The platform once supported community fundraising and tradable DAOs, but stopped accepting new projects after issues including misuse of funds. This reconstruction is another reminder that closed-source code on a public blockchain is not the same as confidential code. Solana co-founder Anatoly Yakovenko responded with a bullseye emoji, signaling agreement. Shaw said he is close to completing a similar reconstruction of the pump.fun contract and urged projects to switch to auditable, open-source code.

$SOL

【News】The Cardano community is discussing whether to use around 22 million ADA from its treasury (about $5 million) to buy copper and issue real-world asset (RWA) tokens. The Toto Finance proposal plans to purchase COMEX Grade 1 electrolytic copper cathode plates, store them in a U.S. warehouse, and issue CuTT tokens representing one pound of copper (with a planned initial launch on Ethereum before bridging to Cardano). Net sales proceeds are intended to be returned to the treasury over about 36 months. Critics point out that only about two-thirds of the funds would go toward buying copper, with roughly 33% allocated to fees and operations, and that copper prices would need to rise about 49% to break even. Supporters emphasize copper’s demand amid electrification and its potential returns. The voting window runs until around November 15, with DReps and the Constitutional Committee making the decision.

$ADA

【News】At a House hearing, U.S. Secretary of Defense Pete Hegseth answered “yes, and yes” when asked whether Bitcoin could help project power and respond to China’s digital initiatives. He said the Pentagon has classified efforts to enable or counter related networks, providing leverage in a range of scenarios. Previously, Indo-Pacific Commander Paparo and others had also mentioned the military’s operation of Bitcoin nodes for monitoring and cybersecurity testing. Public discussion has also touched on the broader context, including the U.S. strategic Bitcoin reserve promoted by an executive order around 2025. Reactions have been mixed: some have focused on its strategic significance, while others have discussed the controversy surrounding Bitcoin as a tool for tracking and countering adversaries.

$BTC

【News】South Korea may once again delay cryptocurrency taxation: The plan to impose a tax of about 22% on crypto gains exceeding approximately 2.5 million won was originally scheduled to take effect around January 2027. Current discussions point to a delay until around 2029, marking the fourth postponement since the legislation was passed in 2020. Publicly stated reasons include the tax system not yet being fully ready, ensuring fair tax treatment for overseas platforms, and aligning with the pace of countries such as the United States, which are expected to join the relevant global tax information exchange framework around 2029. There is support from both the ruling and opposition camps, and revisions may be advanced in November. Discussions have noted that won-denominated trading accounts for about 30% of global spot crypto trading volume.

$BTC

[News] Injective is advancing the on-chain adoption of real-world assets (RWA): Pentiv, which is associated with Pineapple Financial, plans to tokenize its approximately $10 billion real estate portfolio and use $INJ ; related collateral records had previously exceeded approximately $1 billion. The team recently held discussions with the White House, the SEC, the CFTC, and others on compliance pathways. Public information indicates that Injective has SEC registration-related credentials, and that $INJ futures are regulated by the CFTC. On-chain, weekly DEX trading volume is approximately $370 million, and tokenized real estate totals approximately $1.06 billion (about 67% of this market segment).

$INJ

【News】Bitcoin briefly fell below around $80,000: roughly $261 million in long positions were liquidated in about an hour, with several hundred million dollars’ worth of leveraged positions also liquidated over 24 hours. Peter Schiff warned that if support fails, the price could drop further to around $75,000. On-chain analyst Willy Woo, meanwhile, put the odds of a rebound at around 70%, noting that Bitcoin’s roughly 5% pullback over the past 30 days was smaller than gold’s roughly 7% decline. Thin weekend liquidity, combined with ETF outflows, has left the market divided over next week’s direction.

$BTC

【News】mump2p, part of Ethereum acceleration protocol Optimum, has launched on mainnet. The solution uses random linear network coding: blocks are split into fragments, which nodes then reassemble along the fastest-arriving paths. It is said to reduce average block propagation latency by about 3.2×. Validators including Blockdaemon and Everstake have connected to the network. The amount of ETH staked through the service has increased by about 135,000 ETH since launch, bringing the total to around 1.55 million ETH. The project has also launched TurboCards, soulbound tokens linked to slots on the acceleration network.

$ETH

【News】Bitcoin mining company TeraWulf secured an increase in its credit facility from Morgan Stanley: On October 23, the company signed an amended credit agreement, raising its credit facility by approximately 60% to around $400 million, with an additional potential increase of about $150 million, to support its transition from mining to AI high-performance computing infrastructure. Wall Street continues to focus on mining companies shifting their power and site resources to meet demand from AI data centers.

$BTC