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链捕手ChainCatcher

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ChainCatcher message. PPP prediction market tool monitoring shows that in the Polymarket “GPT Astra 6.1+ release date” prediction market, the probability that GPT Astra 6.1+ will be released by October 31 has risen to 46%, up 21% over the past 24 hours. According to the settlement rules, if OpenAI makes a version number 6.1 or above available to the public before the specified date, and the GPT model’s name or model identifier includes “Astra,” then the corresponding market will be settled as “Yes.” The model must actually be made available for public use; closed testing or placeholder names that only appear on the website do not count. Settlement is determined primarily based on official OpenAI information.
ChainCatcher message. PPP prediction market tool monitoring shows that in the Polymarket “GPT Astra 6.1+ release date” prediction market, the probability that GPT Astra 6.1+ will be released by October 31 has risen to 46%, up 21% over the past 24 hours.

According to the settlement rules, if OpenAI makes a version number 6.1 or above available to the public before the specified date, and the GPT model’s name or model identifier includes “Astra,” then the corresponding market will be settled as “Yes.” The model must actually be made available for public use; closed testing or placeholder names that only appear on the website do not count. Settlement is determined primarily based on official OpenAI information.
ChainCatcher message: The U.S. Independent Community Bankers Association (ICBA) has sued the Office of the Comptroller of the Currency (OCC), accusing it of illegally allowing cryptocurrency firms to enter the banking business through national trust charters. The plaintiffs argue that this violates legal requirements, grants crypto institutions special privileges, and evades core financial regulatory obligations.
ChainCatcher message: The U.S. Independent Community Bankers Association (ICBA) has sued the Office of the Comptroller of the Currency (OCC), accusing it of illegally allowing cryptocurrency firms to enter the banking business through national trust charters. The plaintiffs argue that this violates legal requirements, grants crypto institutions special privileges, and evades core financial regulatory obligations.
VanEck: Bitcoin is in the early stage of a bull market; its long-term target is benchmarked against gold’s market valueChainCatcher report: According to an analysis by Matthew Sigel, VanEck Digital Assets Research Director at the investment management firm VanEck, Bitcoin is currently in the early stage of a bull market, and market performance is strong. VanEck has set as a mid-term target that Bitcoin’s market capitalization reach half of gold’s market capitalization (about $500,000), and believes that in the long run, if Bitcoin can secure a major share in global energy trade, its price could reach $3 million by 2050. Sigel said that the correlation between Bitcoin and gold has reached a multi-year high, and that continued inflows from institutional investors through channels such as spot ETFs have provided support to the market. In addition, Bitcoin mining firms have seen a significant increase in the value of their mining hardware and energy contracts because they own scarce power resources in the AI economy, offering investors new opportunities. Regarding the quantum computing risks that the market is concerned about, Sigel said that while this is a problem that needs to be addressed, the community has already begun to pay attention to it and actively respond, which does not constitute a reason to sell Bitcoin.

VanEck: Bitcoin is in the early stage of a bull market; its long-term target is benchmarked against gold’s market value

ChainCatcher report: According to an analysis by Matthew Sigel, VanEck Digital Assets Research Director at the investment management firm VanEck, Bitcoin is currently in the early stage of a bull market, and market performance is strong. VanEck has set as a mid-term target that Bitcoin’s market capitalization reach half of gold’s market capitalization (about $500,000), and believes that in the long run, if Bitcoin can secure a major share in global energy trade, its price could reach $3 million by 2050.
Sigel said that the correlation between Bitcoin and gold has reached a multi-year high, and that continued inflows from institutional investors through channels such as spot ETFs have provided support to the market. In addition, Bitcoin mining firms have seen a significant increase in the value of their mining hardware and energy contracts because they own scarce power resources in the AI economy, offering investors new opportunities. Regarding the quantum computing risks that the market is concerned about, Sigel said that while this is a problem that needs to be addressed, the community has already begun to pay attention to it and actively respond, which does not constitute a reason to sell Bitcoin.
According to Catcher Predict monitoring, during the Polymarket event “VALORANT: G2 Esports vs Team Liquid - VCT Championship Match - Group C,” in the sub-market “Map 1 Winner,” the win probability of the “G2 Esports” option fluctuated sharply, plunging from 52.5% one hour ago to the current 25.5% (a fluctuation of 27%). Please note that relevant breaking news has an impact.
According to Catcher Predict monitoring, during the Polymarket event “VALORANT: G2 Esports vs Team Liquid - VCT Championship Match - Group C,” in the sub-market “Map 1 Winner,” the win probability of the “G2 Esports” option fluctuated sharply, plunging from 52.5% one hour ago to the current 25.5% (a fluctuation of 27%). Please note that relevant breaking news has an impact.
ChainCatcher message, according to GMGN data, the PAID market cap on Solana has fallen below $6 million, down more than 88% from its all-time high market cap of $51.61 million. The market cap is currently temporarily reported at $5.88 million, with a nearly 40% drop over the past 24 hours. Market news alerts users that Meme coin prices are subject to significant volatility, so investors should participate cautiously.
ChainCatcher message, according to GMGN data, the PAID market cap on Solana has fallen below $6 million, down more than 88% from its all-time high market cap of $51.61 million. The market cap is currently temporarily reported at $5.88 million, with a nearly 40% drop over the past 24 hours.

Market news alerts users that Meme coin prices are subject to significant volatility, so investors should participate cautiously.
Pons Founder: The New PONS Buyback Mechanism Will Claim Funds Once Every 7 Days and Complete the Buyback and Burn Within the Next 7 DaysChainCatcher message: Pons founder Ozzy posted on the X platform in response to the community’s questions about the PONS buyback and burn mechanism. He stated that the current burn rate has indeed not been adjusted yet, and that the “Claim” step has not yet achieved full decentralization. He said that the team is currently upgrading the on-chain contract. Under the new buyback mechanism, the system will execute a Claim every 7 days, and then during the following 7 days it will use all claimed funds to buy back and burn PONS. This cycle will repeat to establish a more sustainable buyback and burn mechanism. At present, all buyback and burn operations have been automated. Anyone can trigger this bot and earn a small reward for performing the action.

Pons Founder: The New PONS Buyback Mechanism Will Claim Funds Once Every 7 Days and Complete the Buyback and Burn Within the Next 7 Days

ChainCatcher message: Pons founder Ozzy posted on the X platform in response to the community’s questions about the PONS buyback and burn mechanism. He stated that the current burn rate has indeed not been adjusted yet, and that the “Claim” step has not yet achieved full decentralization.
He said that the team is currently upgrading the on-chain contract. Under the new buyback mechanism, the system will execute a Claim every 7 days, and then during the following 7 days it will use all claimed funds to buy back and burn PONS. This cycle will repeat to establish a more sustainable buyback and burn mechanism. At present, all buyback and burn operations have been automated. Anyone can trigger this bot and earn a small reward for performing the action.
Jobs report surprises to the downside, but Treasury yields won’t budge: what Wall Street is truly worried about is hereBy: Gao Zhimou, Wall Street Insider U.S. nonfarm payrolls for September rose by only 29,000, far below the forecast of 90,000. Yet the 10-year Treasury yield, after briefly dipping, quickly rebounded by more than 10 basis points to 5.30%, staging a V-shaped reversal. A surprisingly disappointing jobs report has lowered expectations for near-term rate hikes, but it hasn’t shaken yields on the long end—Wall Street’s real anxiety has shifted from the next rate hike to a more troublesome question: if borrowing costs refuse to fall, how much longer can the economy hold up? Real estate freezes, increasingly punitive consumer credit, and high financing costs for borrowers with weak qualifications—cracks have already appeared in a 5% interest-rate environment, though they’ve been obscured by the glossy performance of leading stock indexes.

Jobs report surprises to the downside, but Treasury yields won’t budge: what Wall Street is truly worried about is here

By: Gao Zhimou, Wall Street Insider

U.S. nonfarm payrolls for September rose by only 29,000, far below the forecast of 90,000. Yet the 10-year Treasury yield, after briefly dipping, quickly rebounded by more than 10 basis points to 5.30%, staging a V-shaped reversal.
A surprisingly disappointing jobs report has lowered expectations for near-term rate hikes, but it hasn’t shaken yields on the long end—Wall Street’s real anxiety has shifted from the next rate hike to a more troublesome question: if borrowing costs refuse to fall, how much longer can the economy hold up?
Real estate freezes, increasingly punitive consumer credit, and high financing costs for borrowers with weak qualifications—cracks have already appeared in a 5% interest-rate environment, though they’ve been obscured by the glossy performance of leading stock indexes.
ChainCatcher messages, according to The New York Times, negotiations between the United States and Russia over the Ukraine issue involve a multi-billion-dollar oil deal related to a Trump ally. The deal involves major oil fields, refineries, and gas stations globally owned by Luk Oil.
ChainCatcher messages, according to The New York Times, negotiations between the United States and Russia over the Ukraine issue involve a multi-billion-dollar oil deal related to a Trump ally. The deal involves major oil fields, refineries, and gas stations globally owned by Luk Oil.
Moonrock Capital CEO: Blast founder Pacman ultimately chose short-term cashing out rather than long-term buildingChainCatcher message: Moonrock Capital, the encrypted investment firm's CEO and managing partner Simon Dedic posted on X, calling out and criticizing NFT marketplace Blur and Layer 2 network Blast founder Pacman. He said he cannot understand Pacman’s choices as a founder, since Pacman has already established market standing with protocols such as Blur and Blast and received support from top investors and a great deal of attention. Simon Dedic said that Pacman did not use the above conditions to build products that are larger in scale and more capable of enduring in the long term. Instead, he chose to extract value as much as possible in the short term and quickly profit. He said that situations like this are not uncommon, so more attention should be paid to honest builders who refuse to take the path of least resistance; if you find such a person, you should keep backing them.

Moonrock Capital CEO: Blast founder Pacman ultimately chose short-term cashing out rather than long-term building

ChainCatcher message: Moonrock Capital, the encrypted investment firm's CEO and managing partner Simon Dedic posted on X, calling out and criticizing NFT marketplace Blur and Layer 2 network Blast founder Pacman. He said he cannot understand Pacman’s choices as a founder, since Pacman has already established market standing with protocols such as Blur and Blast and received support from top investors and a great deal of attention.
Simon Dedic said that Pacman did not use the above conditions to build products that are larger in scale and more capable of enduring in the long term. Instead, he chose to extract value as much as possible in the short term and quickly profit. He said that situations like this are not uncommon, so more attention should be paid to honest builders who refuse to take the path of least resistance; if you find such a person, you should keep backing them.
According to Catcher Predict monitoring, the winning probability of the “Legacy” option in the sub-market “Map 1 Round Handicap: Legacy (-3.5) vs PARIVISION (+3.5)” for the event “Counter-Strike: Legacy vs PARIVISION - ESL Pro League Group Stage” on Polymarket has fluctuated sharply. It surged from 38.5% one hour ago to the current 60% (a fluctuation of 21.5%). Please note the impact of any relevant breaking news.
According to Catcher Predict monitoring, the winning probability of the “Legacy” option in the sub-market “Map 1 Round Handicap: Legacy (-3.5) vs PARIVISION (+3.5)” for the event “Counter-Strike: Legacy vs PARIVISION - ESL Pro League Group Stage” on Polymarket has fluctuated sharply. It surged from 38.5% one hour ago to the current 60% (a fluctuation of 21.5%). Please note the impact of any relevant breaking news.
ChainCatcher message: Analyst Ali posted on the X platform stating that Bitcoin’s recent attempt to break through $87,000 met resistance. During this period, a large whale took profits and sold more than 30,000 BTC. At the same time, $87,000 is also the upper boundary of the price channel that has been continuously capping BTC for more than two weeks. Ali said that in the short term, he is watching the lower boundary of the channel at around $82,500. If BTC pulls back to that level and the whale resumes accumulation, it would become a confirmation signal for him to consider buying at lower prices. The target for the next rebound would then look toward $87,000.
ChainCatcher message: Analyst Ali posted on the X platform stating that Bitcoin’s recent attempt to break through $87,000 met resistance. During this period, a large whale took profits and sold more than 30,000 BTC. At the same time, $87,000 is also the upper boundary of the price channel that has been continuously capping BTC for more than two weeks.

Ali said that in the short term, he is watching the lower boundary of the channel at around $82,500. If BTC pulls back to that level and the whale resumes accumulation, it would become a confirmation signal for him to consider buying at lower prices. The target for the next rebound would then look toward $87,000.
ChainCatcher message: Nasdaq-listed Bitcoin miner Bitdeer said in a post on X that, for the week ending October 2, its Bitcoin mining output was 292.3 BTC. It sold 292.3 BTC during the same period, resulting in a net addition of 0 BTC. It still maintains a zero Bitcoin position.
ChainCatcher message: Nasdaq-listed Bitcoin miner Bitdeer said in a post on X that, for the week ending October 2, its Bitcoin mining output was 292.3 BTC. It sold 292.3 BTC during the same period, resulting in a net addition of 0 BTC. It still maintains a zero Bitcoin position.
BTC cross-exchange near-term depth divergence: Binance spot buy depth $13.95 million, Hyperliquid sell depth $4.95 millionChainCatcher message: according to monitoring by the order-book intelligence platform Liquid24/7.xyz, Bitcoin’s current price is about $84,576. On Binance spot, the near-term buy-side depth is about $13.9517 million, and the sell-side depth is about $9.8961 million; buys net exceed sells by about $4.0556 million. On Binance perps, buy-side depth is about $32.6548 million and sell-side depth is about $42.5346 million; sells net exceed buys by about $9.8798 million. On Coinbase spot, buy-side depth is about $27.3594 million and sell-side depth is about $21.0245 million; buys net exceed sells by about $6.3349 million. OKX perps show buy-side depth of about $15.5157 million and sell-side depth of about $14.4984 million, with buys net exceeding sells by about $1.0173 million. Hyperliquid perps show buy-side depth of about $3.6011 million and sell-side depth of about $4.9470 million; sells net exceed buys by about $1.3459 million. Binance perps sell-side depth is clearly thicker relative to the buy side, and Hyperliquid’s near-term buy side is the thinnest. If large market orders appear, slippage on the Hyperliquid side may be larger.

BTC cross-exchange near-term depth divergence: Binance spot buy depth $13.95 million, Hyperliquid sell depth $4.95 million

ChainCatcher message: according to monitoring by the order-book intelligence platform Liquid24/7.xyz, Bitcoin’s current price is about $84,576. On Binance spot, the near-term buy-side depth is about $13.9517 million, and the sell-side depth is about $9.8961 million; buys net exceed sells by about $4.0556 million. On Binance perps, buy-side depth is about $32.6548 million and sell-side depth is about $42.5346 million; sells net exceed buys by about $9.8798 million. On Coinbase spot, buy-side depth is about $27.3594 million and sell-side depth is about $21.0245 million; buys net exceed sells by about $6.3349 million.
OKX perps show buy-side depth of about $15.5157 million and sell-side depth of about $14.4984 million, with buys net exceeding sells by about $1.0173 million. Hyperliquid perps show buy-side depth of about $3.6011 million and sell-side depth of about $4.9470 million; sells net exceed buys by about $1.3459 million. Binance perps sell-side depth is clearly thicker relative to the buy side, and Hyperliquid’s near-term buy side is the thinnest. If large market orders appear, slippage on the Hyperliquid side may be larger.
According to Catcher Predict monitoring, on the prediction market Polymarket, the event “Indiana Data Center Moratorium Implementation Date” is currently among the top in trading heat. The cumulative funding pool size has reached $2.44 million. The option with the highest market consensus is “December 31, 2028,” corresponding to a win probability of about 21.5%.
According to Catcher Predict monitoring, on the prediction market Polymarket, the event “Indiana Data Center Moratorium Implementation Date” is currently among the top in trading heat. The cumulative funding pool size has reached $2.44 million. The option with the highest market consensus is “December 31, 2028,” corresponding to a win probability of about 21.5%.
ChainCatcher message, according to Coinglass data, Binance has recorded a net inflow of 31.9284 million USDT within the past 1 hour.
ChainCatcher message, according to Coinglass data, Binance has recorded a net inflow of 31.9284 million USDT within the past 1 hour.
ChainCatcher message, according to on-chain analysts monitored by Ai Yi, a certain address has become the address with the highest unrealized profit on ETH positions on Hyperliquid, with an unrealized profit of $16.52 million. Since mid-August, the address has gradually built up ETH long positions. It currently holds about 30,300 ETH, worth approximately $81.96 million, with an opening average price of $2,134.45 and a return rate of 407.96%. In addition, the address has placed a limit sell order at $4,000; this price is 49% higher than the current coin price.
ChainCatcher message, according to on-chain analysts monitored by Ai Yi, a certain address has become the address with the highest unrealized profit on ETH positions on Hyperliquid, with an unrealized profit of $16.52 million.

Since mid-August, the address has gradually built up ETH long positions. It currently holds about 30,300 ETH, worth approximately $81.96 million, with an opening average price of $2,134.45 and a return rate of 407.96%. In addition, the address has placed a limit sell order at $4,000; this price is 49% higher than the current coin price.
ChainCatcher message, according to on-chain analyst Yu Jin’s monitoring, the TRUMP token team has cumulatively transferred out 81.87 million TRUMP tokens from the team wallet over the past 8 months. They entered centralized exchanges such as Binance and OKX at an average price of $3.04 per coin, cashing out $249 million. The team was allocated 800 million TRUMP tokens, accounting for 80% of the total supply. It currently still holds 718 million TRUMP tokens, representing 71.8% of the total supply, worth $1.49 billion.
ChainCatcher message, according to on-chain analyst Yu Jin’s monitoring, the TRUMP token team has cumulatively transferred out 81.87 million TRUMP tokens from the team wallet over the past 8 months. They entered centralized exchanges such as Binance and OKX at an average price of $3.04 per coin, cashing out $249 million.

The team was allocated 800 million TRUMP tokens, accounting for 80% of the total supply. It currently still holds 718 million TRUMP tokens, representing 71.8% of the total supply, worth $1.49 billion.
NEAR co-founder shares directions for building ecosystem applications and distribution recommendations, covering areas such as AI, cross-chain payments, and privacy tradingChainCatcher message: NEAR co-founder Illia Polosukhin said that, recently, developer activity within the ecosystem has increased and the development barrier has further decreased; the key lies in what kinds of applications to build and how to establish distribution channels. In response, he proposed a set of potential build directions, including AI electronic pets that combine NEAR AI on-chain verifiable reasoning with non-fungible tokens (NFTs), a universal checkout component supporting all-chain intent payments, a decentralized encyclopedia generated by combining prediction markets with AI generation, a privacy off-chain OTC trading market based on NEAR Intents alongside anti-liquidation lending and perpetual contract management, a cross-chain activity registration and custody tool in the form of a staking deposit, a privacy code-review agent, an enterprise cap table management tool, Delta-neutral strategy management, view-key-based privacy tracking and single transactions, an end-to-end encrypted medical-assisted diagnosis system, a desktop application for privacy voice transcription, and AI benchmark testing based on private test sets, among others.

NEAR co-founder shares directions for building ecosystem applications and distribution recommendations, covering areas such as AI, cross-chain payments, and privacy trading

ChainCatcher message: NEAR co-founder Illia Polosukhin said that, recently, developer activity within the ecosystem has increased and the development barrier has further decreased; the key lies in what kinds of applications to build and how to establish distribution channels.
In response, he proposed a set of potential build directions, including AI electronic pets that combine NEAR AI on-chain verifiable reasoning with non-fungible tokens (NFTs), a universal checkout component supporting all-chain intent payments, a decentralized encyclopedia generated by combining prediction markets with AI generation, a privacy off-chain OTC trading market based on NEAR Intents alongside anti-liquidation lending and perpetual contract management, a cross-chain activity registration and custody tool in the form of a staking deposit, a privacy code-review agent, an enterprise cap table management tool, Delta-neutral strategy management, view-key-based privacy tracking and single transactions, an end-to-end encrypted medical-assisted diagnosis system, a desktop application for privacy voice transcription, and AI benchmark testing based on private test sets, among others.
Revoke.cash: Ultimate subscribers must check Auto-Revoking settingsChainCatcher message: Revoke.cash posts a reminder. Due to last week’s Magic Eden security incident, Revoke.cash advises users to go to the Auto-Revoking module on their account page and check whether any networks show a yellow warning icon. If so, first restore the address to a regular account in other wallet applications, and then upgrade it to a smart account via MetaMask. In addition, users should confirm that all currently in-use networks are enabled, and ensure that each wallet in the subscription has been granted the relevant permissions separately. Revoke.cash further states that Ultimate subscription users must verify that their wallet meets two conditions for the Auto-Revoking feature to properly protect assets: (1) grant the wallet Auto-Revoking permission in MetaMask; and (2) upgrade the wallet to the corresponding network’s MetaMask smart account. Usually, the second step is completed automatically during authorization, but if the address was previously upgraded to a smart account through other wallet applications, the upgrade may fail.

Revoke.cash: Ultimate subscribers must check Auto-Revoking settings

ChainCatcher message: Revoke.cash posts a reminder. Due to last week’s Magic Eden security incident, Revoke.cash advises users to go to the Auto-Revoking module on their account page and check whether any networks show a yellow warning icon. If so, first restore the address to a regular account in other wallet applications, and then upgrade it to a smart account via MetaMask.
In addition, users should confirm that all currently in-use networks are enabled, and ensure that each wallet in the subscription has been granted the relevant permissions separately. Revoke.cash further states that Ultimate subscription users must verify that their wallet meets two conditions for the Auto-Revoking feature to properly protect assets: (1) grant the wallet Auto-Revoking permission in MetaMask; and (2) upgrade the wallet to the corresponding network’s MetaMask smart account. Usually, the second step is completed automatically during authorization, but if the address was previously upgraded to a smart account through other wallet applications, the upgrade may fail.
ChainCatcher message, according to a report by Yonhap News Agency, all five major commercial banks in South Korea were targeted by suspected AI-driven hacking attacks, with three of them suffering customer information leaks. All five banks were hit at the same time, which is unprecedented in South Korea’s financial industry. It is reported that BNK Busan Bank suffered a hacking attack that resulted in the personal information of 11 outsourced employees being leaked; KB Kookmin Bank said that the information of 119 customers was leaked due to a hacking attack, and Hana Bank (Hana/Asian Bank) also stated that the information of 89 customers was leaked.
ChainCatcher message, according to a report by Yonhap News Agency, all five major commercial banks in South Korea were targeted by suspected AI-driven hacking attacks, with three of them suffering customer information leaks. All five banks were hit at the same time, which is unprecedented in South Korea’s financial industry.

It is reported that BNK Busan Bank suffered a hacking attack that resulted in the personal information of 11 outsourced employees being leaked; KB Kookmin Bank said that the information of 119 customers was leaked due to a hacking attack, and Hana Bank (Hana/Asian Bank) also stated that the information of 89 customers was leaked.
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