U.S. AI stocks plunge as whale portfolio shifts coincide with ETF outflows
📰 Crypto Morning Brief | 2026-10-15 09:00
🔥 Major Events
1. Bitwise pushes for approval of crypto ETPs across more than 20 wealth platforms — A Bitwise analyst said it is working with more than 20 wealth platforms managing approximately $24 trillion in assets to push for approval of crypto ETPs…
2. Apple plans to launch its first AI features in China in December — Apple reportedly plans to launch its first Apple Intelligence features in China through the iOS 27.3 update in December…
📊 Market Data
1. AI-related stocks broadly fall at U.S. market close, with CoreWeave down over 15% — U.S. stocks closed lower, with the Nasdaq down 1.88%, the S&P 500 down 1.11%, and the VIX volatility index up 10.48%…
2. SK Hynix plunges 10% as Asian tech stocks are sold off — SK Hynix shares reportedly plunged 10%, while Asian tech stocks fell broadly; concerns about Fed rate hikes and funding issues in the AI sector intensified…
3. HYPE spot ETFs see $4.95 million in daily net outflows — HYPE spot ETFs saw $4.95 million in daily net outflows, led by Bitwise’s BHYP with $1.8174 million in outflows…
4. Whale sells 1,312.1 BTC over 4 days and rotates into 43,275 ETH — A whale or institution sold 237.8 BTC over the past day, exchanged it for 19.7 million USDC, then bought 7,929 ETH…
5. Whale adds 3,288 ETH in two purchases at an average price of $2,450 — On-chain analyst monitoring shows that a whale withdrew 1,100 ETH from OKX 20 hours ago at $2,516.77…
6. Machi continues closing positions at a loss, with account balance falling to $129,000 — According to Lookonchain, as the market declined, Machi continued closing positions to reduce losses and avoid liquidation…
7. Silver rises 1.81% to $56.129 per ounce — Gold rose to $4,139.58 per ounce, up 0.78% on the day; silver stood at $56.129 per ounce, up 1.81%…
8. 10-year Treasury yields fall, potentially easing AI crowding-out effect — Market commentary indicates that 10-year Treasury yields have fallen notably, as the market appears to believe AI’s crowding-out effect on long-duration bonds will not persist.
🏛️ Regulatory Updates
No major updates
💡 Project Updates
1. OneKey launches a hardware wallet self-check website, “OneKey Wallet Check” — Following the Ledger implant incident, OneKey launched a verification website called “OneKey Wallet Check,” where users can upload photos of their device’s circuit board…
2. CZ: Hardware wallets should use transparent cases in the future — CZ reposted on X a hardware wallet verification website launched by OneKey’s founder and said that all hardware wallets should use transparent cases in the future.
3. New PancakeSwap proposal aims to cut CAKE emissions by 69% — PancakeSwap announced a new proposal, “The Flip,” which plans to reduce CAKE token emissions by 69% from 22,500 tokens.
4. StraitsX partners with Visa to expand stablecoin card program to more than 100 markets — StraitsX announced a partnership with Visa to expand its stablecoin-based payment card program to more than 100 markets worldwide.
📊 Market Overview:
BTC $81,623 (-2.11%), funding rate -0.0030%
ETH $2,418.14 (-3.53%), funding rate 0.0069%
📍 Daily buy/sell levels:
$BTC Daily sell level $83,372 | Daily buy level $80,656
$ETH Daily sell level $2,499.79 | Daily buy level $2,371.59
BNB Daily sell level $743.40 | Daily buy level $722.40
$BTC #BTC $ETH #ETH
📰 Crypto Morning Brief | 2026-10-15 09:00
🔥 Major Events
1. Bitwise pushes for approval of crypto ETPs across more than 20 wealth platforms — A Bitwise analyst said it is working with more than 20 wealth platforms managing approximately $24 trillion in assets to push for approval of crypto ETPs…
2. Apple plans to launch its first AI features in China in December — Apple reportedly plans to launch its first Apple Intelligence features in China through the iOS 27.3 update in December…
📊 Market Data
1. AI-related stocks broadly fall at U.S. market close, with CoreWeave down over 15% — U.S. stocks closed lower, with the Nasdaq down 1.88%, the S&P 500 down 1.11%, and the VIX volatility index up 10.48%…
2. SK Hynix plunges 10% as Asian tech stocks are sold off — SK Hynix shares reportedly plunged 10%, while Asian tech stocks fell broadly; concerns about Fed rate hikes and funding issues in the AI sector intensified…
3. HYPE spot ETFs see $4.95 million in daily net outflows — HYPE spot ETFs saw $4.95 million in daily net outflows, led by Bitwise’s BHYP with $1.8174 million in outflows…
4. Whale sells 1,312.1 BTC over 4 days and rotates into 43,275 ETH — A whale or institution sold 237.8 BTC over the past day, exchanged it for 19.7 million USDC, then bought 7,929 ETH…
5. Whale adds 3,288 ETH in two purchases at an average price of $2,450 — On-chain analyst monitoring shows that a whale withdrew 1,100 ETH from OKX 20 hours ago at $2,516.77…
6. Machi continues closing positions at a loss, with account balance falling to $129,000 — According to Lookonchain, as the market declined, Machi continued closing positions to reduce losses and avoid liquidation…
7. Silver rises 1.81% to $56.129 per ounce — Gold rose to $4,139.58 per ounce, up 0.78% on the day; silver stood at $56.129 per ounce, up 1.81%…
8. 10-year Treasury yields fall, potentially easing AI crowding-out effect — Market commentary indicates that 10-year Treasury yields have fallen notably, as the market appears to believe AI’s crowding-out effect on long-duration bonds will not persist.
🏛️ Regulatory Updates
No major updates
💡 Project Updates
1. OneKey launches a hardware wallet self-check website, “OneKey Wallet Check” — Following the Ledger implant incident, OneKey launched a verification website called “OneKey Wallet Check,” where users can upload photos of their device’s circuit board…
2. CZ: Hardware wallets should use transparent cases in the future — CZ reposted on X a hardware wallet verification website launched by OneKey’s founder and said that all hardware wallets should use transparent cases in the future.
3. New PancakeSwap proposal aims to cut CAKE emissions by 69% — PancakeSwap announced a new proposal, “The Flip,” which plans to reduce CAKE token emissions by 69% from 22,500 tokens.
4. StraitsX partners with Visa to expand stablecoin card program to more than 100 markets — StraitsX announced a partnership with Visa to expand its stablecoin-based payment card program to more than 100 markets worldwide.
📊 Market Overview:
BTC $81,623 (-2.11%), funding rate -0.0030%
ETH $2,418.14 (-3.53%), funding rate 0.0069%
📍 Daily buy/sell levels:
$BTC Daily sell level $83,372 | Daily buy level $80,656
$ETH Daily sell level $2,499.79 | Daily buy level $2,371.59
BNB Daily sell level $743.40 | Daily buy level $722.40
$BTC #BTC $ETH #ETH