asasasa

1. Ethereum is now around 2,500#以太坊突破2500USDT
That's about 50% below the all-time high of 4,955 on August 24, 2025.$ETH
Much deeper than Bitcoin's -32%; still negative year to date.
But this isn't a crash—the money that had supported it for most of the past six months has left.
The next thread breaks it down.
2. This week's key event: consecutive ETF outflows#以太坊ETF连续9日净流出
Spot ETH ETFs have seen net outflows for 8 consecutive trading days, totaling around $400 million.
On October 6, outflows were about $202 million in a single day, the largest in several weeks.
BlackRock's ETHA was the main source of outflows (about $477 million for the week).
But on the same day, BlackRock was still buying Bitcoin.

Hook
In 2010, someone traded 10,000 bitcoins for two pizzas.
Today, those 10,000 coins are worth about $850 million.
This isn’t a story about luck. It’s an evolutionary history of surviving 17 years, five bull and bear market cycles, and three near-total crashes.
The next thread will tell the whole story
From zero to now
Birth (2008–2010)
2008.10.31: Satoshi Nakamoto publishes the white paper.
2009.01.03: The genesis block is mined, with the front-page headline from The Times embedded in it: "Chancellor on brink of second bailout for banks."
This isn’t an Easter egg; it’s a manifesto.
In October 2009, the first exchange rate emerged: 1 USD ≈ 1,309 BTC, based on electricity costs.

Drift claims have officially opened—but don’t celebrate just yet. Nearly six months after the incident, the official claims window is finally open. The current payout rate is only about 0.01 USDT per DFX, meaning you’ll get back roughly 1 cent for every dollar lost.#Drift黑客受害者启动索赔
First, here’s how the money disappeared: On April 1, 2026, Drift Protocol, Solana’s$SOL largest perpetuals exchange, was hacked for about $295 million. It wasn’t a smart contract vulnerability. The attackers spent six months lying low, posing as a quantitative trading team to gain contributors’ trust. They used a malicious code repository to trick two multisig signers into pre-signing governance transactions, then delayed execution using a durable nonce. The attack has been attributed to UNC6862, a group linked to North Korea.

The following represents only personal views and opinions (analysis based on publicly available data)#BNB突破790美元 $BNB
1. BNB Market Overview (data as of October 4–5, 2026)
BNB is currently trading at around $787–$792, up about 3% in the past 24 hours, with a circulating market cap of about $105 billion. It ranks among the top three or four crypto assets (rankings vary slightly by data source).
Key takeaway from the past 7 trading days: BNB has risen about 12% over the past 30 days, outperforming Bitcoin (up about 6% over the same period) and coming close to Ethereum (up about 11%). Its market cap has climbed back above $100 billion. However, it remains about 42% below its all-time high of $1,369.99 on October 13, 2025—meaning this rally is more of a “recovery bounce” than a move to new highs.

The following reflects only my personal views and opinions. Please point out anything you think is incorrect.$BTC #比特币涨至8.65万美元后回落
I. Recent price action: pulled back after a rally and is stuck in a high-volume trading zone
II. Four reasons for the rise#比特币现货ETF三季度净流入63.4亿美元
1. ETF flows shifted from outflows to net inflows (the key factor): In the week ending September 25, net inflows totaled $2.39 billion—the largest weekly inflow of 2026 and the strongest since October 2025—turning year-to-date flows positive for the first time (about +$930 million, compared with a $5.5 billion deficit in early July). September inflows totaled about $2.65 billion. On October 1, there was another $103 million in net inflows.
2. Cooling rate-hike expectations: The Fed raised rates by 25 bps to 3.75%–4.00% on September 16 (the first hike since July 2023). However, September nonfarm payrolls, reported on October 2, increased by just 29,000—far below expectations. The market-implied probability of another hike on October 28 fell from over 70% to around 50%, giving risk assets some breathing room.

Lobster$龙虾 (Lobster / LONGXIA) is a Chinese meme coin on the BNB Chain (BSC). It was launched in February 2026 via the Four.meme platform. The total supply is fixed at 1 billion tokens, with 100% circulating supply. It has no staking/lockups, no governance rights, no trading tax, no burning mechanism, and no actual functionality or application scenarios. Its narrative comes from the open-source AI agent tool OpenClaw (popular nickname “Lobster”) and the internet meme “养龙虾” (raising lobsters)—and the official OpenClaw team has explicitly stated that it does not issue tokens and does not raise funds. The two have no official connection whatsoever.
So it has no financial reports, no revenue, and no cash flows that can be valued—therefore the traditional “P/E/valuation/expectation gap” framework is completely inapplicable here. What can be analyzed is only: narrative hype, liquidity and token distribution (chips), leveraged capital structure, and exchange dynamics.