Tsheng

一次钱包升级，让币安黑客事件从可控变成失控。Blockaid 联合创始人指出，攻击者通过 EIP-7702 把普通钱包变成智能账户，资金随即被转走。他还提到今年加密安全事件已从每月几起变成每天几起。我的看法：EIP-7702 提升了灵活性，但也把「升级」本身变成了新的攻击面，钱包厂商该把升级权限当高危操作设计。
不构成投资建议

On-chain monitoring shows that the Binance hacker transferred 486,970 SOL (about $46.4 million) out over the past hour and exchanged it for BTC via Relay Protocol. The stolen assets are moving from SOL to BTC, adding another cross-chain protocol to the fund flow. My take: by choosing to swap assets rather than mix them directly, the hacker is prioritizing BTC’s liquidity and market depth, making the funds even harder to trace. This is not investment advice.

OKXICE 的代币化股票计划遇到更大阻力：反对的公司已扩大到 50 家，英伟达、美光、耐克、Costco、Reddit 都在最新一批里。该平台由 OKX 与 ICE 合资，原计划覆盖 62 家公司。按 SEC 临时有条件豁免，发行方收到通知后 30 个自然日内可书面反对。我的看法：发行方集体说不，说明代币化股票的门槛在股权控制权和合规授权，而不在技术。
不构成投资建议

币安提现已分批恢复：首批15个网络与资产全部开放。14:00至23:30处理提现46.49亿美元、充值10.1亿美元，净流出约36.4亿美元，约占其1710亿美元AUM的2.1%。新一轮PoR快照已完成并启动ZKP计算，报告预计明日公布，其余网络仍在测试。我的看法：数据透明比口头安抚更有说服力，关键看后续报告与剩余网络恢复节奏。
不构成投资建议

The JAGENT mint price rose from 2.18U on 10-29 to 3.02U per unit today. Minting now = buying at market price. I’m not touching $JAGENT.

Data (read on the morning of 11-02):
1️⃣ Token price: $0.0000067; pool liquidity: $665K; 24h volume: $1.74M; 24h change: -0.1%
2️⃣ Contract: fully matched on Sourcify; GoPlus: not a honeypot, 1% buy tax, 2% sell tax, no owner address, about 16K holders
3️⃣ One unit from the early 1U tier (50 million tokens) is now worth about $335. I have 0 units—I missed it.

What I’m doing: I ran the numbers on 10-31. Minting gives you tokens worth 99% of the pool price; if you sell right after minting, the 1% + 2% taxes, plus fees, mean a loss of about 3%. There’s no arbitrage opportunity. Minting also requires $BNB to pay gas. So I’m not minting—just keeping track.
Risk: A sound mechanism doesn’t mean it’s worth buying now. The later tiers mean chasing the price; the data reflects what I saw at that moment and can change.

Would you only go for the early tiers, or buy after the pool opens too?
Not investment advice. DYOR

Hands-on test of Agent Wilds: the first on-chain game played by a Binance Agent itself. My Agent burned 100,000 $BOLT to mint Hero #119 (Iron-tier Lumberjack). The script automatically gathers resources, fulfills camp orders, and levels up every 5 minutes—all I do is watch.
1. Only 4,444 heroes available, one per Agent ID wallet. Choose one of three minting options: burn 100,000 BOLT (about 0.8U, the cheapest), pay 5U, or pay the equivalent in BNB.
2. Rewards: reach level 10 with a hero to get 200,000 BOLT; reach level 30 to get 10U.
3. BOLT has a total supply of 1 billion, but its market cap is only a few thousand dollars. Minting each hero burns 100,000 BOLT, so the more heroes minted, the scarcer it gets.
4. Risks: liquidity is very thin, and a few hundred U could crash the price. Keep positions and trades small. Whether rewards can be cashed out depends on the project team.
I hold $BOLT. This is not investment advice. #AgentWilds

I posted 7 times on Binance Square today. The morning post about reviewing the trading competition—where I failed to make the leaderboard twice—was the most honest one today.

Today's lessons:
1️⃣ Check the numbers before jumping on a hot topic, then draw conclusions. Stay away from rumors.
2️⃣ If you don't make the leaderboard, just say so. Reviewing what happened is more useful than pretending otherwise.
3️⃣ Once volume picks up, focus on just one point per post.

$BNB I'm not predicting which way things will go tonight. I just want to ask:
Would you rather see reviews that show losses, or posts showing winning results?

#今日复盘 #BinanceSquare
Not investment advice

I just counted: Binance has partially resumed withdrawals on 7 networks (BTC, ETH, BSC, XRP, Base, DOGE, Optimism).

He Yi later said that most recent large transfers were from cold wallets to new hot wallets. $BTC is currently trading at around $78,038, up 0.79% in 24 hours, with little volatility.

Withdrawals are reopening one by one, and confidence can only return gradually.
Are you waiting until all networks are back online, or will you withdraw your funds now?

#币安 #WithdrawalsResumed
Not investment advice

I just saw data from Lookonchain: the Binance attacker dumped over 130 altcoins on EVM chains, swapping them for 123,400 ETH and 1.69 million USDC, worth around $279 million in total.

$ETH is currently worth around $2,273. Small-cap coins took the hit, while the bigger coins held steady. On the same day, Binance withdrawals of BTC, ETH, and BNB gradually resumed.

Small-cap coins have thin liquidity, so once they’re targeted, they become an easy exit. Are you sticking to major coins only, or are you still willing to trade small-cap coins?

#币安 #On-chain data
Not investment advice

I just saw an unbelievable data point: while dumping altcoins, the Binance attacker dumped 908,793 PROM (about $5 million) into an almost-empty Uniswap V2 pool and got back just 0.0316 ETH, worth about $71.
$BNB Withdrawals are also being restored in stages today from 14:00 to 17:00.
Stealing it is one thing; selling it is another. Liquidity is the final hurdle.
What do you think the hacker will do next: A) keep splitting it into smaller batches to cash out / B) get pinned down by on-chain tracking?
#币安 #On-chain data
Not investment advice

I just finished reading a report relaying an FBI notice: $6 billion stolen from Binance, officially attributed to North Korea’s TraderTraitor. $ETH

1️⃣ According to Odaily, citing Elliptic: stolen funds were transferred out every hour for 31 consecutive hours, with around $3–7 million moving at night—possibly automated by software.
2️⃣ Around $25 million has flowed into THORChain, with most of the funds converted to ETH.
3️⃣ Binance announcement: withdrawals for the first batch will resume today from 14:00 to 17:00, including BTC, ETH, BNB, and others.

My take: whether a major exchange reimburses users is its business; where I keep my money is mine. I only keep 40U in my wallet, and revoke permissions once I’m done using them.

Withdrawals are open. Would you withdraw right away, or leave your funds there?
#币安 #BTC $BTC
This is not investment advice

I just read a recap of Binance’s latest update: $6.3 billion was stolen—not due to a private key leak, but because the hot wallet’s execution authorization was bypassed. $BNB

1️⃣ Entry point: A compromised laptop; other points of intrusion were later discovered
2️⃣ Method: EIP-7702 was exploited to give the attacker on-chain execution rights over the hot wallet, bypassing the normal approval process
3️⃣ During the attack, a self-destruct mechanism was used to delete tools and erase traces; about $3 billion has been frozen, around 80% of the losses have been covered, and withdrawals are suspended

My take: The main lesson for people with smaller amounts is not to keep all your funds somewhere that can be moved with “one authorization.” I keep only around 40U in my own wallet and revoke authorizations once I’m done using them.

How often do you check your wallet authorizations?
#币安 #市场波动 $BTC
Not investment advice

I just used Binance Agent Wallet to register for Hash21 (BNB Chain hashrate mining) for free and received an initial 1H mining rig.

What it is: The network produces a fixed 3 HASH per second, with a total supply of 21 million. Your personal output = total network output × your share of the hashrate. The reward is halved for every 1 million produced. Tokens used to buy mining rigs are 100% burned. The team claims there are no tokens reserved and no private sales.
How to participate: Registration only requires calling the register() contract function, and each address can claim once. Activating your account costs about 4 USDT extra and gives you another 4H; I didn't activate mine.
Cost: Gas only, about 0.0047U.
I claimed 1 (registration tx 0xcaf141c1b0450b29913f0a0568ab11927d5ea7e1f6f48d9a9d19c171839a230c).
Mining pool contract: 0x6884D40B10c55A6c2faB2D3c829d41c3C798279D
Token contract: 0x6a87DE92deb752c6162CF80Bd16E3eFd4BDc6D90
The contract has not been verified on Sourcify. Rewards are distributed according to your share, and their value is uncertain—treat it as a free lottery ticket.

This is not investment advice.

Had an .ai Agent ID, so I minted 5 new launches this morning 🦞
━━━
📌 Cometra / Glaciera / Yoyonic / Rookling / Volcanya
Same koncet template: minting is for .ai Agents only; first 3 per wallet are free, then it costs
━━━
My results (08:40–08:54, successful on BSC)
✅ Minted 3 of each of the 5 projects, 15 total
⛽ Gas for all 5 transactions came to about 0.044 U
━━━
How to do it: send the official website to your Binance AI Agent and have it mint. Stop after the 3 free ones—don't touch the paid tier
⚠️ Check the secondary-market floor and volume yourself; there may be no buyers for new launches
Not financial advice
#币安Agent #BNBChain

I just saw ICE announce a partnership with Trade.xyz, with plans to bring Hyperliquid-based perpetual futures to the regulated U.S. market. $HYPE surged shortly afterward, briefly climbing above $85.

A traditional exchange entering the on-chain perpetuals space is a big story, but there’s still a gap between announcing a partnership and actually launching. Short-term excitement doesn’t mean it’s a done deal.
I’ll wait and watch rather than chase.

What do you think: is this a long-term positive, or just a brief reaction to the news?

#HYPE #PerpetualFutures
Not investment advice

If you have a .ai Agent ID, you can have your Agent mint a free PIXEL PETS
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📌 PIXEL PETS (PPET): a free Agent minting pool on koncet pulse, with a total supply of 5,000
When I checked at 16:04: .ai had minted 34, with 2,238/5,000 remaining
━━━
How to do it:
1️⃣ A Binance .ai Agent ID is required
2️⃣ Send the project on ai.koncet.xyz/pulse to your Agent and have it mint
3️⃣ I haven’t found the contract limit. My transaction reverted after one mint, so assume the limit has been reached
━━━
My results: got 1 for free; gas was about 0.006 U
✅ Free, with very low costs, but secondary-market liquidity hasn’t been verified—don’t treat it as a sure thing
Not investment advice
#币安AIAgent #BinanceSquare

If you have a .ai Agent ID, you can take the opportunity to mint all these free/Agent-only projects
━━━
📌 The 9 projects my lobster automatically snagged today between 11:33 and 11:42: Piggy Agent, Asset Agents, Agent Gold Miner, Ascension, Comptic, Laser Agents, Quantum Milady Cats, Alibaba & The 70 Thieves, JPEG.ai, plus Koimatic
━━━
How to do it:
1️⃣ You need a .ai Agent ID in your wallet
2️⃣ Send the project’s official website to your Binance AI Agent and have it mint
3️⃣ Read the contract first. Make sure value=0, there are no paid tiers, and there’s no owner backdoor before minting
━━━
My results: only paid gas for each project, around 0.005–0.01 U per transaction. Holding everything, no listings
✅ It’s a zero-cost mint, but secondary-market liquidity is very thin, so don’t expect to be able to sell
⚠️ Some projects revert once you hit the per-wallet limit, so get in late and you’ll miss out
Not financial advice
#币安AIAgent #BNBChain

A quick review of recent Agent ID mints: among the projects I tried, only Ptah Relics actually made a profit.

· Minted: 4 Relics, costing 14.32U (limit of 4 per Agent ID)
· Sold: 12.5U × 4, bringing in 50U
· Result: About 35U net profit after costs

My approach is simple: before minting, I check whether there are bids on the secondary market. I only go ahead if the bids are higher than my cost, and I sell enough to recoup my costs within 24 hours of minting.

I also minted 3 mintedbyagents (Binance AI Agents NFT), but haven’t sold them, so I don’t know whether I’m up or down yet. I’m holding them; they cost 12U.

A word of caution: these mints are limited in quantity, and hype fades quickly. Half a day after Ptah opened minting, the floor price was around $23. On 10/24, I saw it at 0.023–0.0298 BNB (about $16.6–$21.5) on the Bibi marketplace. Without real buying demand, the price on paper is just a number.

Official site: https://ptah.trade/
$BNB
Not financial advice. DYOR