News linked to both this project and an event.
According to on-chain analyst Ai Yi (@ai_9684xtpa), a 2016-era ETH OG address with a cost basis as low as $11.61 deposited 13,330 ETH to Coinbase two hours ago, valued at approximately $36.37 million at an average deposit price of $2,728.59. If sold in full, the address would realize a return of up to 23,402%, with an expected profit exceeding $36.21 million.
According to Cointelegraph, Trump is expected to appoint former SEC chairman Jay Clayton as AI czar. Meanwhile, veteran trader Peter Brandt predicts that if Bitcoin holds its key lows, the peak of this cycle could reach $600,000.
Crypto analyst Darkfost stated in a post that over the past decade, the amplitude of Bitcoin price fluctuations around the "Power Law" trendline has been gradually decreasing, with market cycle volatility trending toward convergence. The oscillator index peak has declined from +169 in 2018 to +102 in 2025, while its daily change standard deviation has fallen from 4.81 to 2.47, representing a drop of approximately 49%. Darkfost added that as of October 3, the model’s oscillator index stood at +34.5, with Bitcoin trading at approximately $84,700. Based on that day's model parameters, an oscillator index reaching +100 would correspond to a Bitcoin price of roughly $157,800, which is about 86% higher than the current price. He also noted that $157,800 is not a fixed target price, but rather a reference level calculated based on current regression parameters. If the Power Law trendline continues to rise in the future, this reference level will increase accordingly.
Odaily reports: Veteran trader Peter Brandt says Bitcoin has likely bottomed out for this cycle and entered a new bull market. He has raised his cycle top forecast from the previous $250,000 to $300,000 to $300,000 to $600,000 by late 2029, adding that hitting $500,000 is "very likely."However, Peter Brandt warns that Bitcoin could pull back to $65,000 to $66,000 in early October to flush out momentum chasers. Brandt is also skeptical of XRP's investment value, calling it a "fool coin," and said that XRP having payment use cases and Ripple having banking partners does not necessarily mean its value will rise. (Cointelegraph)
Odaily News — Digital asset management firm Grayscale's Zcash ETF (ZCSH) reached $1 billion in net assets as of September 24, with cumulative net inflows of $306.12 million, accounting for less than 30%. The fund began trading on NYSE Arca on August 25 and surpassed $500 million in assets within two weeks.ZCSH was renamed from Grayscale Zcash Trust, which was established in October 2017 and already held ZEC at the time of listing; meanwhile, the price of ZEC has roughly doubled since the ETF's listing, driving the fund's asset growth. On September 8, Grayscale's parent group DCG International Investments exchanged 85,705.32563297 ZEC for approximately $100 million in ZCSH shares. Excluding this non-cash transaction, external new capital amounted to approximately $200 million.Grayscale will implement a 3-for-1 forward split before market open on September 30, applicable to holders of record at the close of business on September 28. After the split, the net asset value per share is expected to drop to approximately one-third, the number of shares will triple, and the dollar value of holdings will remain unchanged. (Bitcoin.com News)
According to Tide Research, JPMorgan's research report dated September 8, 2026 noted that on September 4, U.S. spot Bitcoin ETPs recorded a net outflow of $175 million, Ethereum ETPs saw a net inflow of $9 million, and Solana ETPs posted a net outflow of $5 million. For the week, the three major categories combined for a net outflow of $1.126 billion, showing a slight slowdown compared to the previous two weeks. Capital inflows were highly concentrated, with BlackRock's IBIT recording a single-day inflow of $118 million and Fidelity's FBTC seeing an inflow of $57 million, while all other products registered zero inflow. Significant internal hedging was observed within Ethereum ETPs, as BlackRock's ETHA posted an inflow of $58 million against a $48 million outflow for Fidelity's FETH. The total AUM for Bitcoin ETPs stands at $101.25 billion.
According to data monitored by on-chain analyst Ember (@EmberCN), the [Garrett Jin whale entity] added 7,000 ZEC (approx. $8.4 million) in short positions against the trend as the ZEC price climbed to $1,195, expanding its total short position to 39,760 ZEC (approx. $47 million). This lifted the average short entry price from $444 to $576.3, leaving an overall unrealized loss of approximately $24 million. This entity initially opened a 32,760 ZEC short at $444 in early July, when the ZEC price was under $400, whereas it has since surpassed $1,200, marking a gain of over 200% in three months and keeping the short position under continuous pressure.
Bloomberg ETF analyst Eric Balchunas stated that the Bitwise Solana ETF’s assets under management have surpassed $1 billion, making it the first Solana ETF to reach that scale. Cumulative inflows for the category have reached $1.7 billion, and despite experiencing sluggish markets in the first half of the year, the category has largely avoided sustained outflows.
Odaily News: Geoff Kendrick, Global Head of Digital Asset Research at Standard Chartered Bank, stated that the forecast of Bitcoin reaching $100,000 by the end of the year may be too conservative, and there is a possibility of challenging the previous all-time high of $126,000 before the year ends.On Friday, Kendrick noted that the recent Bitcoin rally has been primarily driven by short liquidations, while inflows into spot Bitcoin ETFs have also begun to recover. Given the currently low open interest levels in the market, more investors could re-enter as prices rise, providing further momentum for the rally."This is the first time this year that I've seen a risk that my year-end target of $100,000 may be too low," Kendrick said.Kendrick believes that Bitcoin's rebound momentum could accelerate further after October 6. Meanwhile, several market observers also believe the bear market may be nearing its end. Cory Klippsten, CEO of Swan Bitcoin, previously stated that Bitcoin could bottom out in October; Markus Thielen, founder of 10x Research, suggested that if the August monthly close stays above $63,000, it could confirm the formation of a bear market bottom. (Cointelegraph)
渣打银行分析师 Geoff Kendrick 表示，在美国财政部扩大长期债券回购计划背景下，比特币有望在 2026 年底涨至 10 万美元。
According to on-chain analyst Ai Yi (@ai_9684xtpa), over the past 5 hours, address 0x8c5…A04b1 received 10,000 Ethereum from Galaxy Digital, valued at approximately $19.1 million at current prices. Since July 23, this address has accumulated 37,000 Ethereum, with a total value of approximately $71.13 million, an average withdrawal price of about $1,922.5, and an estimated unrealized loss of approximately $908,000 at current prices.
According to official announcements, Ondo's tokenized U.S. Treasury yield note USDY (U.S. Dollar Yield Token) has now officially launched on BNB Chain, supporting instant minting/redemption and cross-chain bridging functionality. As a leading permissionless tokenized U.S. Treasury product, USDY's launch on BNB Chain, one of the largest and most active public chain ecosystems globally, marks the first time institutional-grade yield assets are accessible directly without permission. This launch is a significant step in USDY's multi-chain expansion, bringing yield-bearing USD asset exposure to millions of users and AI agents within BNB Chain's deep DeFi ecosystem, and achieving a dual improvement in capital efficiency and transaction speed through instant minting and redemption mechanisms. Users no longer need to bridge from other chains to directly hold yield assets backed by U.S. Treasuries within the BNB Chain native environment; for developers, USDY can also serve as high-quality collateral in on-chain lending, trading, and liquidity protocols, seamlessly integrating with BNB Chain native applications.
CryptoQuant analyst Darkfost stated on platform X that the holdings of Bitcoin long-term holders (LTH, those holding coins for over 6 months) have reached a new all-time high, currently exceeding 16.3 million BTC. Their average cost basis is approximately $49,400, yielding only about 30% in unrealized profit at the current price, which is relatively low. In comparison, the net unrealized profit for long-term holders reached as high as approximately 340% in January 2025.Darkfost also noted that towards the end of the last bear market, long-term holders were collectively in a state of approximately 20% unrealized loss, and the market ultimately experienced a deeper correction. This suggests that the market could still see further corrections in the future, potentially pushing long-term holders back into loss territory. However, this is not necessarily a guaranteed repetition of historical patterns. He advises investors to prepare for both market rallies and corrections.
According to on-chain analyst Ai Yi, as BTC breaks through $66,000, the unrealized profit on the BTC long position of the "Set 10 Big Goals First" whale @Jason60704294 may expand to $5.15 million. The average entry price is $63,827.06, with an estimated position of approximately 2,358.05 BTC (approximately $150 million).
According to monitoring by Yu Jin, the address that previously transferred BONK worth $21.2 million from the Bonk treasury through a governance proposal, after moving 1.186 trillion BONK (approximately $4.11 million) to Binance yesterday, has today transferred another 400 billion BONK (worth about $1.28 million) to Coinbase.Data shows that of the 4.426 trillion BONK removed from the Bonk treasury via the governance proposal by this address, 1.626 trillion BONK (approximately $5.58 million) have been moved to centralized exchanges. Additionally, in the 11 days since the address began withdrawing assets from the Bonk treasury, the price of BONK has fallen by approximately 36%, dropping from $0.0000047 to $0.000003.
Odaily news, Citrini analyst jukan posted on X platform, stating that local South Korean brokerages expect SK Hynix's operating profit to reach 60.4 trillion KRW, a 61% increase quarter-over-quarter and a 556% increase year-over-year, but still 8% below the market consensus of 65 trillion KRW. The shortfall is mainly due to SK Hynix's higher proportion of HBM revenue compared to its peers, resulting in its average selling price growth being lower than the market average.
Odaily, Trader @nft_hu posted on X platform stating that ByteDance's AI capital expenditure has recently been significantly raised. According to the latest reports, ByteDance is discussing investing up to approximately $70 billion in capital expenditure for data centers and AI infrastructure in 2026, with part of the funds coming from its estimated $50 billion profit in 2025; in a more aggressive internal plan, there has also been discussion about further increasing capital expenditure in 2027 to a magnitude of $89 billion to $100 billion.
Multicoin has published a report stating that the market is severely underestimating the value of Hyperliquid's native token, HYPE, and believes it still has over 400% upside potential in the coming years. The firm estimates that, in a base case scenario, HYPE's price could reach approximately $319 by 2028.Multicoin believes the current market is too narrowly viewing Hyperliquid as a fast-growing decentralized perpetual contract exchange, when in reality it is evolving into an "Everything Exchange" covering multiple assets and trading scenarios.The report states that at the current price of around $63, HYPE is clearly mispriced. Multicoin estimates that by 2028, Hyperliquid's annualized profits could reach approximately $80 billion. Valued at a 20x earnings multiple, this would correspond to a HYPE price of around $319.Multicoin also disclosed that it has been actively buying HYPE since February of this year, and HYPE has become one of the largest holdings in its liquid hedge fund. Recently, HYPE broke through $76 to hit an all-time high, driven by positive catalysts such as ETF inflows, strong protocol revenue, and aggressive buyback plans. It subsequently pulled back with the broader market and was trading around $62.47 as of Thursday afternoon.
According to on-chain analyst Onchain Lens (@OnchainLens), “Brother Maji” has again suffered partial liquidations amid the market downturn; most of his 25x-leveraged long ETH position has been closed, resulting in cumulative losses of approximately $35 million so far.
according to monitoring by crypto analyst Ai Yi @ai_9684xtpa, trader Jason60704294 has closed his BTC long position at a stop loss near $66,000.Based on different position sizes, if his actual holding is the previously disclosed 281.789 BTC long position (valued at approximately $19.09 million), the loss from this trade is about $500,000; if his actual position is 3,076.88 BTC (valued at approximately $208 million), the stop-loss loss from this trade is approximately $5.467 million.