News linked to this event type.
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).
According to Lookonchain monitoring, over the past 9 hours, Strategy transferred out 3,568 Bitcoin, valued at $297 million.
Odaily News: According to on-chain analyst Aunt Ai's monitoring, a smart money address bought 10.26 million Niu Lai tokens on August 17 at a price of $0.02892. After holding for 44 days, the address deposited all tokens into Binance 1 hour ago, valued at $1.181 million. The address appears to have fully liquidated its position, which would yield a profit of over $885,000 if sold; this portion of tokens previously had unrealized gains of up to $1.365 million.
According to Onchain Lens monitoring, the address linked to Lee Goon Wang (0xf5629...) sold off approximately $22.96 million in spot ZEC across 1,740 transactions, realizing a loss of about $542,400. Data shows that the address's historical cumulative total profit still exceeds $7.44 million.
Odaily News: Nate Geraci, President of ETF Store, commented on the U.S. Treasury Department's latest notice regarding Section 351 exchanges, stating that his initial interpretation is not as optimistic as that of some industry participants.Geraci believes that problems may arise if the asset portfolio transferred into an ETF differs significantly from the ETF's own investment strategy, especially in cases where the relevant assets are subsequently rapidly reduced or completely sold through in-kind redemptions. He also noted that the Treasury's guidance this time is not clear in its表述 of specific applicable boundaries, making it currently difficult to determine which operations may be permitted, and he expects further guidance to be issued in the future.
According to monitoring by Arkham, an address (0x955...) purchased token BUN for $5,200 on its first day of listing, when the token's market cap was approximately $265,300. The current market cap of BUN has reached $103 million, and the address has not executed any sell operations to date. Its current holdings are valued at approximately $377,200, reflecting an unrealized profit of over 72 times.
Odaily reports: Cryptocurrency exchange Binance recorded net outflows of more than 13,800 BTC on September 22, the largest single-day net outflow since 2023. At prices at the time, the assets were worth about $1.15 billion. Binance's Bitcoin reserves fell from about 705,000 BTC to about 685,000 BTC within four days, a decline of about 20,000 BTC, worth about $1.66 billion.On-chain analyst Darkfrost said Binance's Bitcoin outflows are part of a broader accumulation trend, with some investors choosing to self-custody their Bitcoin. The outflows may also be related to institutional custody, internal wallet management, and other operational arrangements, and cannot be viewed on their own as proof of accumulation behavior.Bitcoin pulled back after a recent rally and is currently holding in the $83,000 to $84,000 range, staying above $83,000. Market participants are watching whether this price level can continue to find support and whether Binance's Bitcoin outflows and the decline in exchange reserves will persist. (Bitcoin.com News)
well-known trader Bonk Guy posted that MARSCOIN's current price action is "very clean," and predicted it may see a significant rally in Q4, adding that its fundamentals are also improving. According to the analyst, as BNB and BNB Chain gain greater influence in this cycle, MARSCOIN's "Musk + CZ" narrative has further strengthened. He noted that in the previous cycle, SHIB and DOGE market caps once surpassed $40 billion and $80 billion, respectively, while MARSCOIN this time will combine elements such as Musk, Binance founder CZ, and space rocket company SPCX. Binance has already provided support to the related ecosystem through SPCX rewards and a portion of its own trading fees, and the market may be underestimating MARSCOIN's potential performance over the next few months.
Odaily reports: Crypto analyst Ali posted on X that ETH appears to be forming a bullish setup on lower timeframes, and as long as $2,640 continues to hold as support, the pattern remains biased toward bulls. Ali further noted that the $2,700 level is currently in focus. If ETH records an hourly close above $2,700, it could confirm an upside breakout and open up room for a further probe toward $3,000.
Odaily News: According to on-chain data monitoring, trader Lee Goon Wang just sold 15,000 ZEC via a limit sell order on Hyperliquid, worth approximately $23 million. The order price was $30 lower than the market price at the time, roughly 2% below.
Odaily News: On-chain analytics platform Nansen has launched a search feature covering over 200,000 wallets linked to mobile copy-trading app FOMO on Solana and Base, allowing users to query their holdings, trades, and profit or loss data. The feature also includes associated addresses that are not visible within the FOMO app interface; Nansen's database has now labeled over 500 million wallets.FOMO launched around May 2025 as a non-custodial copy-trading platform supporting multi-chain gas-free swaps. Since its launch, cumulative trading volume has reached billions of dollars, with weekly revenue hitting $264 million in 2026. It completed a $75 million Series B funding round in June, bringing total funding to approximately $94 million.
Lookonchain posted on X platform stating that data from September 28 shows Bitcoin ETFs had a net inflow of 29,300 BTC over the past 7 days, valued at $2.45 billion; over the past 1 day, the net inflow was 1,740 BTC, valued at $146 million.Ethereum ETFs had a net inflow of 231,500 ETH over the past 7 days, valued at $624 million; over the past 1 day, the net inflow was 20,400 ETH, valued at $55.12 million.
well-known trader Bonk Guy posted that the crypto market may be nearing a turning point. In a worst-case scenario, it could still experience several more weeks of decline or consolidation before potentially entering a sustained rally. He believes that if investors are highly bullish on a token's performance in Q4, the current risk-reward ratio favors actively buying the dip; if a token is expected to break a $1 billion market cap, then the difference between buying at a $20 million or $25 million valuation may not matter much.Bonk Guy also stated that the biggest risk right now is missing the next rally due to the bearish sentiment on Crypto Twitter (CT). He advised against paying too much attention to 1-minute candles and suggested buying the dip and reducing short-term trading.
Bloomberg ETF analyst Eric Balchunas stated that Simplify has submitted an alternative acquisition offer to acquire USCF's ETF at a slightly higher price than the previous proposal, and the two parties may enter a bidding war.
Odaily News: According to on-chain analyst Yu Jin's monitoring, last week Bitcoin treasury company Strategy increased its holdings by 1,665 BTC at an average price of approximately $85,681, spending about $143 million; as of now, its holdings have grown to 847,666 BTC, with an average cost basis of $75,437, representing unrealized gains of approximately $6.731 billion. During the same period, Ethereum treasury company Bitmine increased its holdings by 17,362 ETH at an average price of approximately $2,710, spending about $47.05 million; as of now, its holdings have grown to 6,001,302 ETH, with an average cost basis of $3,337, representing unrealized losses of approximately $3.925 billion.
Odaily News: Bitmine Chairman Tom Lee stated that the company's total ETH holdings have now surpassed 6 million, a accumulation achieved in less than 15 months. Lee said Bitmine's holdings are approaching 5% of ETH's total supply, and the company has already seen the resulting synergies and network effects.Lee also stated that the crypto market bull run began at the end of June, and there are still signs to confirm this; he believes institutional investors remain underallocated to crypto assets and are expected to increase their exposure in the final months of 2026. As of the third quarter to date, ETH has outperformed other macro assets by 6,728 basis points. (PRNewswire)
Odaily News: Franklin Templeton has expanded its off-exchange collateral program to Bybit, allowing users to use their tokenized money market fund shares as collateral for crypto trading. These shares represent approximately $686 million in net assets and can be used to borrow USDT or USDC, while the underlying assets continue to generate yield.Users do not need to transfer the underlying assets to Bybit. The regulated custody platform ByCustody will hold the relevant assets off-exchange, with their value mirrored within Bybit's trading environment. Franklin Templeton has previously offered similar services to Binance and OKX users.
According to on-chain analyst Yu Jin's monitoring, a certain whale opened a long position of 20,000 ETH at $1,936 when this market cycle began, and currently has an unrealized profit of $14.06 million. This morning, the whale increased its BTC short position by opening a short of 650 BTC at $84,057, worth $53.68 million, with a current unrealized profit of $950,000.
According to Onchain Lens monitoring, an address deposited 30 million USD1 into Binance a few minutes ago. Over the past 4 days, this address has transferred a cumulative 130 million Trump-backed USD1 into Binance through 3 transactions.
According to Chaohang Research, JPMorgan’s September 24, 2026 research report indicates that U.S. corporate financing surplus in Q2 2026 approached 2% of GDP, marking the highest level for non-crisis periods since data tracking began in 1952. Non-financial corporate surplus stood at approximately 1.5%, the highest for non-crisis periods since 1958. Global equity buybacks are projected to reach $1.7 trillion in 2026, with U.S. corporations accounting for $1.3 trillion. Bitcoin’s production cost is approximately $85,000; after trading below this threshold for 280 consecutive days, the price has finally broken through. Network hash rate and mining difficulty have decreased by roughly 19% and 15%, respectively, from their peaks last October. JPMorgan notes that cash flow growth outpaces capital expenditures, indicating that the corporate sector as a whole does not require additional financing. This financing surplus underpins share repurchases, particularly among firms outside the technology sector. AI-driven capital expenditures are crowding out other spending, keeping overall capex growth moderate, and the exuberance of the late 1990s has yet to return. Bitcoin miners are structurally shifting toward AI operations, lowering forced selling risks, though hash rate expansion has decelerated. Bond futures momentum indicators have moved into more extreme bearish zones, with standard deviation scores for the 10-year U.S. Treasury and German Bunds reverting to -1.7 and -1.5, respectively.