晃悠菌

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晃悠菌

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晃悠菌

Zcash NU7 goes live, leaving 12,224 ZEC in the old pool inaccessible

Honestly, the Zcash NU7 upgrade caught me a little off guard. What really surprised me was that an old balance that had been sitting there for years was simply cut off. The technology itself was secondary.
According to Cointelegraph, after NU7 went live, around 12,224 $ZEC remained in the original Sprout pool, worth about $15 million, and can now basically no longer be spent. This wasn't a theft or a freeze; the protocol simply no longer supports these old-format balances. The official line is that access could potentially be restored in some future network upgrade, but everyone knows how much those words “could potentially” are worth in the crypto world.

Overall, major cryptocurrencies are broadly weakening. $BTC and most other coins are near the lower end of their 24-hour ranges, with the market showing a widespread pullback and increased volatility. $BTC is currently priced at 76166.05, down 5.54% over 24 hours, with a 6.98% range, a volume ratio of 1.17, and a 24-hour range position of just 17%. The price is trading near the day's low, while trading activity has picked up slightly. The weakening signal is clear; notably, volume has not contracted during the pullback. $ETH is currently priced at 2242.42, down 7.79% over 24 hours, with a 9.49% range, a volume ratio of 1.04, and a range position of 16%, signaling a sharp drop/large range. Its decline is greater than $BTC's, and its price range is close to 10%, indicating sharp short-term price swings. $BNB is currently priced at 695.470, down 3.06% over 24 hours, with a 4.75% range, a volume ratio of 0.92, and a range position of 34%. Its decline and range are relatively modest among major market movements. The volume ratio is below 1, and its volatility is clearly lower than that of other coins. SOL is currently priced at 90.320, down 6.39% over 24 hours, with a 9.12% range, a volume ratio of 0.88, and a range position of 23%, signaling a sharp drop/large range. The price has swung widely, but the volume ratio has not increased in tandem. The divergence between volatility and trading activity is worth noting. XRP is currently priced at 1.218, down 6.92% over 24 hours, with a 9.72% range, a volume ratio of 1.01, and a range position of 14%, accompanied by a near-low signal. It has the lowest range position in this group, with its price close to the lower end of its 24-hour range. DOGE is currently priced at 0.07223, down 6.5% over 24 hours, with a 9.4% range, a volume ratio of 1.24, and a range position of 28%. Its volume ratio is the highest among major cryptocurrencies, indicating relatively active trading during the pullback. Risk warning: The above is only an objective description of current market data. Market volatility is high and direction remains unclear; please manage your positions and be mindful of volatility risk. #MarketMovers

Overall, major cryptocurrencies are broadly weakening. $BTC and most other coins are near the lower end of their 24-hour ranges, with the market showing a widespread pullback and increased volatility.

$BTC is currently priced at 76166.05, down 5.54% over 24 hours, with a 6.98% range, a volume ratio of 1.17, and a 24-hour range position of just 17%. The price is trading near the day's low, while trading activity has picked up slightly. The weakening signal is clear; notably, volume has not contracted during the pullback.

$ETH is currently priced at 2242.42, down 7.79% over 24 hours, with a 9.49% range, a volume ratio of 1.04, and a range position of 16%, signaling a sharp drop/large range. Its decline is greater than $BTC 's, and its price range is close to 10%, indicating sharp short-term price swings.

$BNB is currently priced at 695.470, down 3.06% over 24 hours, with a 4.75% range, a volume ratio of 0.92, and a range position of 34%. Its decline and range are relatively modest among major market movements. The volume ratio is below 1, and its volatility is clearly lower than that of other coins.

SOL is currently priced at 90.320, down 6.39% over 24 hours, with a 9.12% range, a volume ratio of 0.88, and a range position of 23%, signaling a sharp drop/large range. The price has swung widely, but the volume ratio has not increased in tandem. The divergence between volatility and trading activity is worth noting.

XRP is currently priced at 1.218, down 6.92% over 24 hours, with a 9.72% range, a volume ratio of 1.01, and a range position of 14%, accompanied by a near-low signal. It has the lowest range position in this group, with its price close to the lower end of its 24-hour range.

DOGE is currently priced at 0.07223, down 6.5% over 24 hours, with a 9.4% range, a volume ratio of 1.24, and a range position of 28%. Its volume ratio is the highest among major cryptocurrencies, indicating relatively active trading during the pullback.

Risk warning: The above is only an objective description of current market data. Market volatility is high and direction remains unclear; please manage your positions and be mindful of volatility risk.

#MarketMovers

Claude Is Managing Money Now, and Pompliano Isn’t Happy

Honestly, when I saw Claude launch a personal finance assistant, my first thought was: here we go. Anthropic is now letting users in the U.S. connect their accounts and have the model analyze their transaction histories directly—turning “AI helping you manage your money” from a demo video into a real product ✨
What’s interesting is Anthony Pompliano’s reaction. He publicly voiced his displeasure, saying Anthropic copied the direction of his startup. It’s hard for outsiders to say whether that’s true, but I can really understand the frustration: when a big AI company takes one step downstream, it can end up taking the path a startup worked so hard to build.

ANTHROPIC-9.31%

晃悠菌

Mining Companies Are Pivoting to AI Data Centers: Is Bitcoin Mining No Longer Profitable?

To be honest, when I saw that Core Scientific planned to completely exit $BTC mining by the end of the year, I didn’t expect it to happen so soon. This once-dominant mining giant now gets just 7.5% of its quarterly revenue from mining, with nearly all the rest coming from its data center business.
The logic behind this isn’t complicated. Demand for computing power has surged because of AI, and the electricity, land, and power infrastructure at mining sites can all be put to use with a different customer. The same kilowatt-hour can earn rental income from AI customers—a steadier source of revenue with longer contracts—and there’s no need to keep an eye on the price of $BTC every day. Miners fear halving events and electricity prices; data centers collect rent. These are two completely different kinds of business.

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晃悠菌

**$ETH up 4.88%: The number isn't important—who's driving it is**

Here's the takeaway: a 4.88% rise in a day is barely an appetizer in crypto, but given the current context, it at least shows that the bulls haven't given up. $ETH is currently at 2416.42 USDT. Anyone willing to buy in at this level has a plan.

Don't celebrate just yet. The daily gain is one of the easiest metrics to misread. It only tells you who was buying over the past 24 hours, not who will step in tomorrow. An asset that's up 4.88% can fall by roughly the same percentage just as easily; the math is never symmetrical, because you only have one pot of capital.

What I care more about is whether this rally has real conviction. For an asset the size of $ETH , a decent bullish candle usually isn't something retail traders can produce; they can chase a rally, but they can't lift the price. So when you see this number, your first thought shouldn't be “Should I chase it?” but “Who's driving it, and what do they plan to do once they're done?” If you can't answer that, every reason you come up with to enter later is just an excuse to save face.

Also, don't use $ETH 's gains as a template for $BTC , or for high-beta assets like $SOL . The same bullish candle means completely different things for a market leader and a follower: one may signal conviction, while the other is often just sentiment. Confuse the two, and position management becomes meaningless.

As for whether 2416.42 can hold, the market will answer that with subsequent trading volume. There's no need for either of us to guess in advance.

The above is not investment advice. Your position is your responsibility—don't let someone else's emotions make the call for you.

#ETH #MarketMoves

Bank breached, but the vulnerability was at a third-party service provider

Crédit Mutuel Arkéa has resumed operations, but what we should remember most about this incident isn’t that “customer funds were unaffected”—it’s that the point of entry for the attack wasn’t the bank itself.
The attackers got in through a service provider’s platform. A bank can build its walls as high as it likes, but if even one outsourced vendor is lax about managing account permissions, the door is open. These kinds of supply chain attacks have long been nothing new in the on-chain world. Now traditional banks are learning that lesson the hard way.
“Customer funds were unaffected” is worth questioning further: Were they really not transferred, or have they simply not been discovered yet? Traditional finance ledgers are closed off, and customers can only wait for the bank to notify them. Crypto users can at least monitor the movement of $BTC , $ETH , and USDT on-chain themselves—this isn’t about feeling superior; it’s a difference in transparency.

Brown Won, But Did the Crypto Industry Really Lose?

The conclusion first: this isn’t a “headwind” for the crypto industry—the playing field has changed. Over the past two years, the industry has effectively translated the phrase “regulatory clarity” into “leave us alone.” Now that line needs to pass scrutiny again.
The Digital Chamber itself called this outcome “the most consequential adverse outcome,” and that’s no exaggeration. Sherrod Brown isn’t a lawmaker you can mollify with a few donations and a few rounds of lobbying. He has long focused on consumer protection and financial risk, and in a climate where Democrats are regaining ground, that narrative is especially effective. “Regulatory accountability,” put in plain English, means this: you have to prove you’re not ripping off retail investors first.

Attacks at Machine Speed, Defenses at Human Speed

Let’s start with the bottom line: in this market, what you should really be watching isn’t the pullback—it’s the exchange’s servers.
India’s cybersecurity agency has issued a warning, saying attackers are using AI to help launch attacks on crypto exchanges and other financial institutions—at “machine speed.” Those four words carry more weight than the headline itself. In the past, defenders had days or even weeks to patch a vulnerability between its discovery and exploitation. Now scripts scan, probe, and spread laterally automatically. While people are still in a meeting, the vulnerability has already been breached. Even more troubling are social engineering and phishing: AI-written phishing emails no longer have grammatical errors or look obviously fake. They impersonate customer support or project teams offering airdrops, and specifically target holders of $BTC $ETH .

SOL, ETH, and NEAR weaken together, but ZEC holds firm

The conclusion first: the root cause of this decline is that patience has worn thin, not that tokens are changing hands. $SOL , $ETH , and $NEAR have all weakened in unison, while only ZEC is holding firm—this is no coincidence; it’s a matter of capital structure.
Mainstream public chains tell the same story: ecosystem, narrative, activity. When risk appetite contracts, they all get sold off together, with virtually no independence.$ETH is the foundation of market liquidity; when that foundation weakens, high-beta coins like $SOL naturally fall faster than anything else.$NEAR is an even clearer example: the narrative is still on the wall, but buyers have already pulled out. “Ecosystem prosperity” is worthless in the face of liquidity.

【Market Movement】

$BTC Current price: 80450.00 USDT, 24h +4.67%.

The above content does not constitute investment advice. Please do your own research and manage your risk.

#MarketMovement

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晃悠菌

【Unusual Market Activity】

$ETH Current price: 2421.61 USDT, up 6.88% over 24h. Trading volume is 1.9 times higher than the previous day, with an intraday range of 8.6%. The price is near its 24h high.

This content does not constitute investment advice. Please do your own research and manage your risk.

#UnusualMarketActivity

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晃悠菌

French bank admits it was hacked; $133 million is just “the ballpark”

A traditional bank gets hacked for over $100 million, and the most telling part isn’t the amount—it’s the phrase “the scale is about right.”
Crédit Mutuel Arkéa confirmed it was hit by a cyberattack but refused to disclose the exact losses. As for the $133 million figure revealed by ZachXBT, the official response was: they wouldn’t confirm a specific number, but acknowledged that it was in the right ballpark. In other words, the money really is gone; they just don’t want to say how much. If a bank can admit it was breached but can’t even give a figure, outsiders can only guess how effective its risk controls really are.
The whole process is rather ironic: an on-chain sleuth puts the clues out in the open, and only later does the bank “confirm” them. There’s a whole process involving compliance departments, risk-control teams, and audit reports, yet the first to spot the problem was someone monitoring on-chain addresses. This isn’t the first time, and it won’t be the last.

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晃悠菌

Crypto PAC Bets on the Wrong Candidate as Ohio Senate Seat Flips

Fairshake didn’t get the outcome it wanted this time. Former Democratic senator Sherrod Brown defeated Jon Husted to reclaim his Senate seat, leaving the crypto industry’s most influential political action committee out of pocket and without the result it was seeking.
Brown has long been the kind of lawmaker the crypto industry would rather not see in office. Fairshake had clearly backed his opponent—and lost. This was about more than just losing an election: it also cast doubt on the industry’s popular argument over the past two years that political donations could buy policy favor.

晃悠菌

ZachXBT Names French Bank in $133 Million Crypto Theft Case

On-chain sleuth ZachXBT has struck again. This time, he has pointed the finger at a French bank, saying it may be the victim of a crypto asset theft involving losses that could exceed $133 million. According to Cointelegraph, the bank has yet to confirm any connection to the incident.
What makes this noteworthy is not the figure itself, but the structure of the narrative: on one side is a public accusation by an on-chain investigator; on the other, silence at the institutional level. Until the bank issues an official response, all the details are just one side’s account, and the nature of the incident, who is responsible, and where the funds went remain uncertain. Treating “suspected” as “confirmed” is one of the most common pitfalls in cases like this.

晃悠菌

U.S. Midterm Votes Are Being Counted: Could the Winds of Crypto Regulation Shift?

Votes are being counted in the U.S. midterm elections, and Cointelegraph is running a live blog to track developments: Democrats are closing in on control of Congress. The stakes go beyond which party wins. A number of candidates backed by the crypto industry are also vying for seats in Congress, and the results could shape the future direction of digital asset regulation.
The significance of this for the crypto community is clear. In recent years, the regulatory stance has largely depended on who holds key positions: who chairs the committees, which bills make it onto the agenda, and who gets to ask questions at hearings. While midterm elections don’t directly determine the White House’s policy direction, they can change the pace of legislation and the obstacles it faces. That’s why the market is watching the results in every key district.

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晃悠菌

U.S. Crypto Regulation: Regulators, Not Elections, Hold the Real Power

The U.S. midterm elections are heating up, but many in the crypto community don’t expect a change in Congress to resolve the regulatory challenges. In a Cointelegraph report, a lawyer at 1inch put it bluntly: regardless of the election results, it’s regulators—not politicians—who will really move crypto policy forward.
That may sound pessimistic, but it’s pretty realistic. Over the past few years, U.S. crypto rules haven’t generally been laid out one by one through legislation. Instead, they’ve taken shape through regulators’ enforcement actions, interpretive guidance, and licensing practices. Congress may argue, but regulators often have the final say over the compliance boundaries that projects actually face. Elections change who holds the seats, not how this system works.

1INCH-1.87%

晃悠菌

Four coins under pressure as key support levels become a line of defense for market sentiment

The market action isn’t looking good. All four coins—XRP, Cardano (ADA), Near Protocol (NEAR), and Zcash (ZEC)—are under pressure, and market attention has shifted back to key support levels. U.Today used the phrase “bloodbath” right in its headline.
It’s worth noting that these four coins aren’t all the same kind of asset: XRP represents the old-school payments narrative, ADA is a veteran layer-1 blockchain, NEAR is a layer-1 blockchain that has refreshed its narrative in recent years, and ZEC belongs to the privacy sector. The fact that all four are being hit at once suggests the problem isn’t any individual project’s fundamentals, but a broader pullback in risk appetite. At times like this, poring over white papers and tracking ecosystem developments one project at a time isn’t very useful—when liquidity ebbs, good and bad assets alike get sold.

South Korean Regulators Turn Up the Heat on Exchanges: 80% in Cold Wallets Still Isn’t Enough

After Binance was hacked, South Korean regulators did more than issue a statement—they directly called on exchanges to increase the proportion of assets held in cold wallets. South Korea is already one of the world’s strictest markets when it comes to exchange asset reserves: at least 80% of customer assets must be kept in cold wallets, a requirement already enshrined in regulations. Now regulators say that still isn’t enough.
This stance is worth considering. An 80% threshold would already earn top marks in many markets, but South Korean regulators’ logic is clear: the 20% left in hot wallets is the only window of opportunity for hackers. The smaller that window, the better—ideally, so small that hackers have no chance to strike. The Binance incident has effectively given the entire industry a free penetration test.

晃悠菌

North Korea denies involvement in Binance theft, points finger at US

North Korea denies any connection to the Binance crypto theft involving as much as $6.3 billion, instead pointing the finger at the United States. Kim Yo Jong said the US accusations were politically motivated. The news comes from Cointelegraph.
The FBI previously attributed the attack to North Korea. This kind of attribution is nothing unusual in the industry: after an exchange is hacked, security teams and on-chain analytics firms often quickly identify Pyongyang as the culprit. But this time, North Korea publicly hit back, turning the matter into more than a technical forensics issue—it has become a battle of public opinion and diplomatic mudslinging.

晃悠菌

AI is now hackers’ tool for picking targets: your wallet is being scored by models

Security researchers have uncovered something disturbing: major AI models like Claude, Gemini, and Kimi are being used by cybercriminals as “data analysts.” They’re not using them to write code, but to process stolen data, identify wealthy crypto holders, and rank potential targets by “how much this person is worth.”
This used to be the most labor-intensive step. Hackers had to comb through chat logs, dig through social media accounts, cross-reference addresses, guess people’s holdings, and manually decide who was worth targeting. Now they can hand the data straight to a model, which maps connections, extracts clues, and scores victims based on their assets—producing a “priority list” in minutes. Who to target first and who to target later becomes crystal clear.

晃悠菌

Zcash NU7 goes live, leaving 12,224 ZEC in the old pool inaccessible

Claude Is Managing Money Now, and Pompliano Isn’t Happy

Mining Companies Are Pivoting to AI Data Centers: Is Bitcoin Mining No Longer Profitable?

Bank breached, but the vulnerability was at a third-party service provider

Brown Won, But Did the Crypto Industry Really Lose?

Attacks at Machine Speed, Defenses at Human Speed

SOL, ETH, and NEAR weaken together, but ZEC holds firm

French bank admits it was hacked; $133 million is just “the ballpark”

Crypto PAC Bets on the Wrong Candidate as Ohio Senate Seat Flips

ZachXBT Names French Bank in $133 Million Crypto Theft Case

U.S. Midterm Votes Are Being Counted: Could the Winds of Crypto Regulation Shift?

U.S. Crypto Regulation: Regulators, Not Elections, Hold the Real Power

Four coins under pressure as key support levels become a line of defense for market sentiment

South Korean Regulators Turn Up the Heat on Exchanges: 80% in Cold Wallets Still Isn’t Enough

North Korea denies involvement in Binance theft, points finger at US

AI is now hackers’ tool for picking targets: your wallet is being scored by models

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