#山寨轮动 The top gainers list is looking interesting today: $EDGE is leading with +6.07%, $PUMP is up +4.56%, and $1INCH is up +4.38%. ARB and WIF have also turned green.
The broader market hasn’t moved much: Bitcoin is at $78,094, up +1.08%, while funds are clearly rotating into smaller coins. EDGE is making another move after its +10% surge on October 23, and trading volume looks decent.
In this kind of rotation, the names at the top of the gainers list change quickly. Just enjoy the action—don’t chase it.
#以太坊ETF These figures are hard to ignore: U.S. spot Ethereum ETFs have seen net outflows for 23 consecutive trading days—the longest streak since their launch, according to Glassnode.
Institutional investors, who were buying heavily in August and September, have clearly lost their appetite. Yesterday alone, another $156 million flowed out.
Interestingly, the other side tells a different story: $ETH is currently priced at $2,273, up 1.28% in the past 24 hours. The ETH/BTC exchange rate has also rebounded 0.79%, and the amount of ETH staked has hit a new high of 43.8 million.
ETF outflows continue to drain away on one side, while on-chain activity and spot prices are holding up on the other. How long can this divergence last? We’ll find out next week.
#山寨币观察 The broader market turned positive today, with Bitcoin at 77880 up 0.9%. But a handful of smaller coins are still moving against the trend on the losers’ list: $VELO -5.83%, $RE -5.00%, $STONK -4.83%, and Moolah -4.29% and Acurast -4.16% also headed lower.
When Bitcoin holds steady, smaller coins can diverge sharply—the winners take turns leading, while the losers aren’t shy about falling.
#币安 withdrawals are finally about to face the moment of truth today. The first phase will open in stages from 2 to 5 p.m., starting with major coins like BTC, ETH, BNB, and SOL.
The replenishment ratio has also risen from 90% to around 95%. The FBI officially named North Korea's TraderTraitor as responsible this morning. $BTC is now at 77760, up 0.7% over 24 hours, and has been hovering around this level for the past few days.
The full proof of reserves won't be available until November 3. The real test will be seeing whether there's a bank run once withdrawals open.
Today, the gainers led by #涨幅榜 are all small- and mid-cap stocks, while the broader market barely moved:
$LIT rose 11.76% in a day to $3.12, followed by $MORPHO at +10.54%. $BAT also gained 7.39%.
The fourth- and fifth-place gainers were both up more than 3%, while Bitcoin moved just 0.31%, hovering around 77618. Money is flowing into smaller names, making for a strong rotation.
#比特币 A Nasdaq-listed company has a market cap of just $7.8 million, yet holds 5,833 bitcoins worth $449 million—more than 50 times its market cap.
On October 31, the board made the call: sell them all or use them as collateral. The reasons were spelled out plainly—Binance was hacked, exchanges aren’t safe, and there are also fears about quantum computers.
Interestingly, most of these coins were bought in March 2025, when 5,000 of them cost just $31,600 each. Now they’re worth over $77,000 each—more than double. The company also said it doesn’t keep a single bitcoin on Binance. Whether to sell, and how many, is entirely up to the CEO; authorization doesn’t mean a sale will happen.
$BTC This black swan event has spooked not just retail investors—even publicly traded companies are starting to think about custody.
#币安被盗后续 : The second progress update is here: around 80% of the 6.3 billion in stolen assets has been replenished. More than 5 billion worth of the same tokens are already in place, and the remaining 20% is being bought up on the market and over the counter.
Withdrawals will resume in phases by token. They could start in about 34 hours, around Sunday afternoon. A snapshot for the proof of reserves will be taken within 12 hours, with the results announced on Monday.
$BTC is now at 77387, up 0.8% in 24 hours—so it’s holding steady. This response has been faster than expected, but whether withdrawals resume on schedule will be the real test.
#山寨币观察 The top decliner today is only down 2.39%—this leaderboard looks a little “gentle.”
$SHIB leads the losses at -2.39%, followed by $CHZ at -0.47% and $SEI at -0.43%. Olympus is down 0.26%, and ADA 0.21%—all just tiny fractions of a percent. Bitcoin is sitting at 77445, up 0.23%, neither falling nor rising much.
It can’t seem to fall, but it can’t get going up either. The whole market feels like it’s waiting for a signal, with nobody wanting to make the first move.
Today, #涨幅榜 looks really bleak The top gainers are $$MANA 0.0746, up 2.49%, and $$XLM 0.1687, up 2.07% Third place is $NPC, up 1.39%; fourth and fifth are up 1.28% and 1.27% Bitcoin at 77381 is still grinding along at -0.38%; the whole market has no energy No need to force opportunities on a day like this—just watch?
Someone put real money on the outcome: after the midterm elections, $BTC broke 90,000. One wallet on Derive spent a notional $68 million on October 20 to buy 800 call options expiring November 6 with a strike price of 90,000, and also sold two batches of longer-dated calls, bringing in $940,000.
Interestingly, on the same platform, the implied probability of breaking 100,000 before Christmas also rose from 9.7% to 12%, while the probability of falling below 70,000 actually dropped from 15.6% to 11%. #比特币 has been moving sideways around 77,000, but the options market has already cast its vote on the direction.
#山寨币 The biggest losers list is kind of interesting today: the worst performer, $ETC , is down just 1.5%, followed by $DOGE at -1.22%, TWT at -1%, RENDER at -0.78%, and AVAX at -0.72%. The top five are all down less than 2%.
Compared with the past few days, when losses of 10% or more were the norm, today’s list looks less like a losers list and more like the bears are running out of steam. Bitcoin is at 77333, down 0.92%, still hovering around 77,000. The market has finally caught its breath—for now.
Even the biggest losers can’t seem to fall any further. Now it’s just a matter of whether the bulls can hold the line.
#山寨币 This rebound today is pretty interesting: $AIN surged 59.72% in a day, $IDOL followed with a 38.95% gain, and $GWEI is up 21.20% too.
Spark and Golem are also following suit, up 15.72% and 8.11%, but Bitcoin is still hovering around 77344, down 1.39%. This rally in smaller coins looks more like a rotation catch-up.
After such a sharp rise, the key is whether they can hold steady tomorrow. Do you have any of these?
#比特币 The white paper turned 18 today. On October 31, 2008, Satoshi Nakamoto’s 9-page paper laid out a system that’s still running today.
18 years later, $BTC held its low at $76,600 and bounced back to around $77,000, withstanding the impact of the biggest exchange hack in history this week.
But institutions weren’t so supportive today: U.S. spot ETFs saw net outflows of $643 million on October 30. IBIT alone lost $234 million, wiping out in a single day all $441 million in net inflows accumulated over the previous 4 days.
The white paper is 18, and the market is still the same as ever—faith and fear always in the same frame.
$COCO led the declines, dropping 3.95% in a day to $0.145.
$DCR followed with a 2.57% drop. $BGB was also down 1.85%, the token behind the decentralized positioning network fell 1.41%, and Litecoin dropped 1.38%.
Bitcoin was only down 1.15% today, hovering around 77,120. Overall, it’s one of those slow, grinding-down days—no panic selling, just a lack of buyers.
Today's #山寨季 leaderboard is looking interesting: Bitcoin has barely caught its breath, and altcoins are already bouncing
$OP is up 24.97% in a day to $0.12, leading today's list $ONDO is up 13.53%, and $LINK is up 10.86%, pushing higher alongside it BONK is up 10.41% and FIL 8.67%—both have turned green
Bitcoin is at $77,369, up 0.86%, still hovering around $77,000 Whether this rally can continue depends on whether Bitcoin can hold steady above $77,000
#比特币 This is a huge story: Binance's hot wallet was robbed of around $6.3 billion, setting a new record for the biggest theft in crypto history. The $1.5 billion Bybit lost before is just a drop in the bucket by comparison.
Even more outrageous, on-chain analysts say most of the funds were transferred within 20 minutes. Both TRM and Chainalysis point to the North Korean hacking group TraderTraitor. Binance says it has frozen around $3 billion, is putting up $6.34 billion of company funds to cover the losses, and has suspended withdrawals, with a target of restoring them within 40 hours.
$BTC was hammered below $77,000, and October's monthly candle will likely close down 7.7%—its worst October in 12 years.
Now everyone's waiting on two things: how much of the stolen crypto can be recovered, and what Monday's proof-of-reserves report will say.
#币圈大事件 The market today is a real black swan event.
Binance’s hot wallet was hacked. The official figure is $6.3 billion—the biggest heist in history. North Korean hackers were behind it, according to TRM and Elliptic.
Bitcoin plunged to 76,400 overnight and is now hovering around 77,000. Liquidations over the past 24 hours totaled $1.57 billion, including $1.29 billion in long positions. Leverage traders have truly been wiped out in this bloodbath.
The good news is that $3 billion has already been frozen: Tether froze $1.57 billion, and Circle froze over $800 million. Binance says withdrawals will resume within 48 hours and all losses will be reimbursed.
Today's losers' list looks kind of interesting. #山寨币行情 Even Bitcoin is down 3.5%, but these few coins are falling even harder than the market—
$KCS -5.76%, current price 7.03; $VIRTUAL -5.09%, current price 0.58; $GNO -2.75%, current price 107.47. The remaining Club coin and Polygon are down a bit less, around -2% and -0.8%, respectively.
Honestly, with today's market, even the top loser hasn't dropped by double digits. Selling pressure isn't as intense as you might expect; everything's just grinding lower along with the broader market.