News linked to this event type.
According to on-chain analyst Ai Yi's monitoring, after Bitget opened ETH withdrawals, the ETH balance of a suspected Bitget ETH withdrawal hot wallet (0xED9…18771) dropped from 30,000 ETH to approximately 25,000 ETH within half an hour, followed by ETH inflows. The balance is currently slightly higher than before withdrawals were opened.
Odaily News: Some analysts expect that the 10-year U.S. Treasury yield could rise to 6%, driven by concerns over the federal fiscal deficit, debt growth, and capital competition. Since the end of 2023, the yield has risen to 5.23%, while Bitcoin's price has roughly doubled to $86,000.If yields rise due to fiscal concerns, investors may seek alternatives to government debt, and Bitcoin could benefit; if the rise in yields is driven by the Federal Reserve tightening monetary policy again, Bitcoin could come under pressure. (CoinDesk)
According to CoinDesk, the 10-year U.S. Treasury yield has continued to climb, with some analysts forecasting it will reach 6% (it last hit this level in 2000). Markus Thielen, founder of 10x Research, emphasized that the drivers behind the yield increase are critical: if the rise stems from concerns over fiscal deficits and term premiums, investors may shift to alternative assets such as Bitcoin, constituting a bullish development; if it stems from the Federal Reserve resuming its rate-hiking cycle, it would repeat the 2022 scenario of Bitcoin plummeting 64%. Data shows that since the end of 2023, the 10-year yield has risen by 135 basis points to 5.23%, while Bitcoin’s price simultaneously doubled to around $86,000, validating the "decoupling" narrative between Bitcoin and Treasuries amid fiscal concerns. Dan Niles, founder of Niles Investment Management, also noted that the U.S. fiscal deficit accounts for approximately 6% of GDP. Coupled with tech giants undertaking large-scale fundraising that competes with Treasuries for the same pool of capital, yields will continue to be pushed higher.
According to on-chain data platform CryptoQuant (@cryptoquant_com), Bitcoin's adjusted LTH (Long-Term Holders) MVRV metric has exited the mild pressure zone, with the 6-month to 10-year holding cohort collectively returning to profitability. Analyst @_Crypto_glass noted that this is not a phase of deep or sustained losses, but rather a constructive recovery for this holder group, sending a positive signal for the current market cycle.
Odaily News: CryptoQuant analyst Zizcrypto posted on X platform that the adjusted long-term holder MVRV has recovered from a shallow stress zone to approximately 1.35, with the long-term holder group spanning 6-month to 10-year holding periods re-entering an overall profitable state.As of September 27, Bitcoin's price was approximately $84,500, while the long-term holder realized price was approximately $62,700, with the spot price sitting about 35% above their cost basis. This metric had fallen below 1.0 five times between June and August, and touched a 2026 low of approximately 0.94 on June 30.
According to monitoring by on-chain analyst Aiyi (@ai_9684xtpa), the new address 0x487…476F1 has cumulatively withdrawn 11,610 ETH from exchanges over the past 5 hours during an ETH rebound, valued at approximately $30.97 million at an average withdrawal price of $2,667.46, and currently holds an unrealized profit of $552,000.
according to monitoring by on-chain analyst Ai Yi, a certain address withdrew 11,600 ETH from an exchange over the past 5 hours, worth $30.97 million, at an average withdrawal price of $2,667.46, and now has an unrealized profit of $552,000.
Odaily Report: According to Lookonchain monitoring, ZEC has fallen more than 18% from its recent high. A whale opened a 5x leveraged long position on 4,135 ZEC on Aster DEX, worth $5.8 million, and currently has an unrealized loss of more than $450,000.
According to Trader T data, on September 28, U.S. spot Ethereum ETFs recorded a total net inflow of $17.09 million. BlackRock ETHA saw a net inflow of $15.35 million, 21Shares TETH recorded a net inflow of $1.74 million, while all other products had zero net flows.
According to Trader T data, the total net inflow into US Bitcoin Spot ETFs was $31.07 million on September 28. Specifically, BlackRock IBIT saw a net inflow of $54.84 million, Grayscale BTC (Mini Trust) recorded a net inflow of $10.32 million, Fidelity FBTC had a net outflow of $10.90 million, Grayscale GBTC experienced a net outflow of $23.19 million, and all other products had zero fund flows.
Odaily reports, according to Lookonchain monitoring, after QNT's recent price increase, whales that had been dormant for over 3 years began selling. One whale deposited 8,250 QNT to Binance, worth $1.88 million; another whale moved 34,200 QNT, worth $8.05 million, and has deposited 9,000 QNT to Coinbase and Kraken, worth $2.12 million.
Odaily reports: According to Onchain Lens monitoring, a whale has been continuously accumulating and consolidating ZEC through multiple wallets over the past week. Its main wallet has received a cumulative total of approximately 41,700 ZEC, has transferred out approximately 18,700 ZEC, and holds a net position of approximately 23,000 ZEC, worth about $31.7 million. In the past 3 hours, another 4,200 ZEC was transferred into this main wallet, worth about $5.84 million.
According to Lookonchain monitoring, a whale sold 25,001 ZEC, worth $37.84 million. The whale bought these ZEC 2 months ago at an average price of $425, making a profit of over $27 million.
Odaily News: According to on-chain analyst Ai Yi's monitoring, an address opened a position of 18.84 million ENA at $0.2607, worth $4.91 million. ENA has risen 56% over the past month.
MistTrack monitoring indicates that a Bitget attacker recently attempted to transfer stolen funds through the cross-chain liquidity network Chainflip, but the deposit was rejected by the relevant broker (Broker). The platform did not freeze the funds, but instead executed a return to the originating address. MistTrack stated it will continue to track the subsequent flow of the stolen funds.
Odaily News: According to on-chain analyst Ai Yi's monitoring, an address withdrew 53,632.95 QNT from various exchanges between May 2019 and November 2022, worth $1.21 million, with a cost as low as $22.57. One hour ago, this address deposited 9,000 QNT into Coinbase and Kraken, worth $1.998 million, at a deposit price of $222.09, representing a return of 884%.
In response to previous on-chain monitoring showing Strategy transferring out 3,568 BTC ($297 million), Arkham analyst Emmett Gallic clarified that the involved BTC was neither sold nor transferred to an external platform, but rather constitutes routine fund transfers within Fidelity's custody system. Fidelity treats client-deposited BTC as fungible assets and reallocates funds across different addresses as needed; these addresses are already labeled as "Fidelity" custody addresses on Arkham.
Odaily News: In response to Lookonchain's monitoring of Strategy transferring out 3,568 BTC over the past 9 hours, onchain researcher Emmett Gallic stated that the related transactions are not a sale or asset relocation, but rather normal internal fund rebalancing within Fidelity Custody.He stated that Fidelity treats all BTC deposited by clients as fungible assets and will transfer funds as needed, and the related addresses have also been labeled as Fidelity on Arkham.
according to on-chain analyst Ai Yi's monitoring, of the 5,500 BTC originally held by Bitget's BTC Protection Fund, 3,215.28 BTC has now flowed out, worth approximately $266 million, with 2,284.71 BTC remaining on-chain.Ai Yi stated that approximately 13 hours have passed since the most recent Bitget hot wallet transfer, and the first wave of BTC withdrawal demand has likely been largely processed. Future attention can be directed toward ETH withdrawal activity.
According to disclosures from the Michael Burry Stock Tracker, Michael Burry, the real-life inspiration behind "The Big Short," stated on his Substack platform that weekend research has led him to believe the artificial intelligence bubble may soon accelerate its collapse. He disclosed his latest position adjustments: closing short positions include short stakes in Micron ($MU), Nebius ($NBIS), Caterpillar ($CAT), the Semiconductor ETF ($SOXX), Nvidia ($NVDA), Oracle ($ORCL), and CoreWeave ($CRWV); opening new short positions involves initiating a short on MetLife ($MET); and adding to and adjusting long positions includes expanding his Palantir ($PLTR) position, rolling his QQQ stake into a larger Nasdaq ($NDX) position, and increasing holdings in Sprouts Farmers Market ($SFM) and QXO ($QXO).