coins

Cryptocurrency trader Ansem shared his recent investment views, stating that the crypto market is gradually shifting towards a phase that places greater emphasis on the fundamentals of individual projects, capital inflows, and actual business performance. Therefore, identifying mispriced assets and determining which teams are truly driving project development will become increasingly important, rather than relying entirely on the trends of mainstream assets like Bitcoin and Ethereum.Ansem believes that the investment approach for altcoins in this cycle is different from previous ones. Assets like HYPE and ZEC have shown independent trends from Bitcoin and Ethereum even during periods of overall market weakness.

El Salvador has increased its holdings by 8 bitcoins in the past 7 days and by 31 bitcoins in the past 30 days. Currently, its bitcoin holdings amount to 7,808.37 bitcoins, with a total value of 638 million dollars.

According to Philippine crypto media BitPinas, in response to CoinDesk's previous report regarding Coinsph facing the risk of license revocation due to alleged involvement in offshore betting transactions, the Philippine crypto trading platform Coinsph stated that its virtual asset service provider (VASP) license under Betur Inc. and the electronic money issuance (EMI) license of DCPay Philippines are currently both valid, and it denies providing services to non-compliant offshore betting operators.Coinsph stated that the restrictions imposed by the Philippine central bank only involve fiat currency top-ups to DCPay through InstaPay and PESONet, while cryptocurrency trading, withdrawals, and other payment services are still operating normally. The company also acknowledged that the central bank has requested it to improve its internal control measures and is currently cooperating with regulatory requirements. The Philippine central bank declined to comment on specific regulatory matters.

According to the market information platform Liquid247.xyz, the Hyperliquid address 0x3ff54f...f705 currently holds a BTC short position of 731.145 coins, with a nominal value of 59.7213 million USD.At the time of publication, BTC is quoted at 81,682 USD.

According to on-chain analyst Ai Yi's monitoring, a certain whale withdrew 2.455 million ONDO from Binance 12 hours ago, worth 1.144 million USD. Currently, this address still holds three major altcoins worth 9.218 million USD: UNI 1.014 million, worth 8.91 million USD, with an average withdrawal price of 8.79 USD, currently at a floating loss of 1.551 million USD; ONDO 2.455 million, with an average withdrawal price of 0.4662 USD; LTC 12,400, worth 841,000 USD, with an average withdrawal price of 67.86 USD, currently at a floating loss of 101,000 USD. This address is suspected to have cleared out BNB 6 days ago, with an expected loss of 73,000 USD.

Bitcoin Magazine posted on X that El Salvador today purchased an additional 1 Bitcoin for its strategic Bitcoin reserves, bringing its total holdings to 7,807 Bitcoins.El Salvador adopted Bitcoin as legal tender in September 2021 and the government has promoted national-level Bitcoin holdings, with the related reserves referred to as strategic Bitcoin reserves.

The third-quarter report released by the stablecoin payment network Borderless.xyz shows that the median cost of sending a $200 remittance through stablecoin funding channels is 1%, or $2; whereas, according to World Bank data, the median cost of traditional remittance channels is 6.36%, or $12.72. In comparison, the cost of stablecoin remittances is approximately 84% lower. This comparison uses Borderless's pricing for the third quarter of 2026 and World Bank data for the same period in 2025.In emerging markets, the cost advantage is also evident. The cost of stablecoin remittances in Sub-Saharan Africa is 2.9%, while traditional transfers are 8.46%; in Latin America, the figures are 1.25% and 5.64%, respectively. In terms of corporate payments, a $10,000 stablecoin transfer to the Eurozone can cost as low as $26 when choosing the lowest-cost service provider, with the median service provider costing $52; traditional international bank wire transfers for the same amount require $135 to $150, including transfer fees and a 1% foreign exchange spread.Regarding settlement speed, the report states that stablecoin payments can reach the recipient's local bank account within minutes. The median settlement time for Brazil's PIX network in the third quarter is 2 minutes, Mexico's SPEI is 3 minutes, and Colombia's PSE is 2 minutes; traditional SWIFT transfers typically settle the next day, with the slowest 10% taking 3 business days. The success rate for receiving funds varies significantly: Mexico's SPEI is 98.6%, Brazil's PIX is 97.8%, Colombia's PSE is 79%, and Costa Rica's SINPE is only 73%. Standard Chartered Bank recently pointed out that although the total market capitalization of stablecoins has grown relatively slowly this year, transaction volumes are still rising, and it is expected that this market will reach $2 trillion by 2030, two years later than previously predicted.

Bitcoin News posted on the X platform that France is considering imposing a 31.4% capital gains tax on certain Bitcoin-to-stablecoin transactions, levying an exit tax on crypto assets valued over 800,000 euros, and requiring the declaration of self-custodied wallet assets valued at no less than 100,000 euros.Related proposals also include allowing the carryover of crypto asset losses for 10 years, but none of these have yet become law; the French National Assembly has rejected the revenue portion of the 2027 budget, and the related measures still need to be resubmitted for review.

According to CoinDesk, nine cryptocurrency companies announced the establishment of a Quantum Alliance on Thursday, planning to develop universal security standards for Bitcoin, Ethereum, and other blockchain networks to address the threats posed by future quantum computers.The alliance estimates that about 6.4 million Bitcoins, or 30.2% of the supply, have their public keys exposed, and future quantum computers could reverse-engineer wallet public keys to recover private keys and steal assets. The alliance explained that since no quantum computer currently has sufficient computing power, these Bitcoins cannot be stolen in this manner for the time being. Members include Hacken, Midnight Foundation under Charles Hoskinson, the quantum-resistant layer one blockchain Quantus, and Postquant Labs.There are significant differences in the industry regarding when the quantum threat will arrive. Bryn Bennett, Chief Revenue Officer of The Vault, stated that no one knows the exact date, but estimates are continuously being revised downward, and this risk can be planned for in advance. The question for custodians is not whether the threat will appear in 2028 or 2035, but whether they can complete the migration if it arrives earlier.Richard Carback, Chief Technology Officer of Postquant Labs, believes that it is realistic for machines capable of breaking existing cryptography to emerge by 2028. Recent research has lowered the estimates of the computing power required to attack Bitcoin and Ethereum, but currently, no existing machines can break their cryptography, and related predictions remain controversial.The question of whether to freeze vulnerable Bitcoins has also sparked debate. Bennett pointed out that no one is responsible for this issue; custodians only protect client assets, not abandoned assets. Freezing tokens is a governance decision of the Bitcoin network, and any freeze would set a precedent of exchanging quantum risk for property rights and neutrality. Carback prefers to transfer vulnerable tokens and suggested placing them in a trust, allowing holders who can prove ownership to reclaim their funds.Binance founder Changpeng Zhao once suggested that if quantum technology advances and Satoshi Nakamoto's approximately 1.1 million Bitcoins remain untouched, they should be frozen; Bitcoin developer Jameson Lopp also proposed limiting vulnerable tokens to prevent theft, but critics argue that freezing someone else's Bitcoins contradicts the promise that no one can confiscate Bitcoins. Achieving quantum resistance requires replacing the digital signatures that authorize transactions, which necessitates consensus among developers, miners, wallet service providers, exchanges, and users. The new signatures may also occupy more block space, increasing transaction fees or reducing the number of transactions Bitcoin can process.

According to the CoinShares market report, the U.S. September CPI rose by 0.6% month-on-month and 3.7% year-on-year, exceeding the market expectation of 3.6%. Gasoline prices increased by 9.1% for the month, accounting for about half of the overall increase. The core CPI rose by 0.3% month-on-month and 2.6% year-on-year. During the same period, U.S. September retail sales grew by 0.8% month-on-month, higher than the expected approximately 0.3%, with August data revised up to 1.3%. However, retail sales excluding gasoline only grew by 0.2%, lower than August's 1%.The report pointed out that inflation remains high, and economic demand also remains resilient, leading the market to reprice the Federal Reserve's policy in a hawkish manner, causing Bitcoin and the overall digital asset market to decline. Data shows that since the CPI was released, market sentiment has significantly weakened, with global digital asset investment products seeing an outflow of $434 million so far this week. Regarding interest rate expectations, as of October 15, Polymarket data shows that the probability of the Federal Reserve maintaining interest rates at the October meeting is about 75%, while the probability of a 25 basis point rate hike is about 25%. After the CPI release, the futures market clearly shifted to a hawkish stance, with expectations for another rate hike within the year rising significantly.

According to the market information platform Liquid247.xyz, the Hyperliquid address 0x2fd1cb...603e took a long position on BTC with 288.649 coins, with a nominal value of 23.6715 million USD.At the time of publication, BTC was reported at 82,008 USD.

Cryptocurrency analyst Axel Adler Jr stated that short-term holders currently hold approximately 4.08 million Bitcoins, the highest since mid-June. This is an increase of about 422,000 since the low on July 29, representing a growth of about 12%. In the first two weeks of October, there was an increase of about 154,000, and in the past week, an increase of about 48,000. He noted that new buyers mostly entered the market in the range of approximately $82,000 to $86,000.As of now, the average cost for short-term holders is about $74,900, with unrealized profit buffer narrowing from about 16% to around 10%. Axel Adler Jr mentioned that $74,900 is the breakeven point for this group, and prices have consistently remained above this cost since August 20. If it falls below this cost, the group will collectively enter into unrealized losses, or increase selling pressure.

Santiment tweeted that the number of wallets holding between 10 to 10,000 bitcoins has reached 20,338, setting a new historical high. Despite the significant fluctuations in bitcoin prices during this period, the number of this group has shown strong growth since mid-July.Santiment believes that, based on historical experience, this group is closely related to the future price trends of bitcoin. When prices fluctuate, if more large holders enter this range, it indicates that wealthy investors still maintain confidence rather than choosing to exit during market weakness.

According to the market information platform Liquid247.xyz, the Hyperliquid address 0x3ff54f...f705 currently holds a BTC short position of 525.806 coins, with a nominal value of 43.1037 million USD.At the time of publication, BTC is quoted at 81,976 USD.

Stacks, the second-layer platform for Bitcoin, has released its third-quarter ecosystem report. The data shows that a total of 735 BTC entered the Bitcoin staking system during the first two locking periods. Since the PoX-5 hard fork, the number of STX participating in staking has increased by over 25%, rising from 392 million to 493 million.In the first locking period (Bond 1), a total of 230 BTC was deposited, with participants including 21shares, HashKey Cloud, UTXO Management, and Sypher Capital. The deposit amount in the second locking period doubled to 505 BTC. The locked value of Zest Protocol exceeds 80 million dollars, with deposits over 122 million dollars, total borrowings exceeding 42 million dollars, and 800 Bitcoin deployed as collateral.Stacks plans to launch a self-custodial lending feature backed by staked Bitcoin in the fourth quarter, along with the introduction of the Earn treasury, and further integration of stBTC with platforms such as Zest, Bitflow, and Hermetica. Additionally, Stacks plans to release the Epoch 4.1 network upgrade in early December, which includes improvements to the smart contract language Clarity.

OpenAI's official website disclosed that in June of this year, an internal research model (GPT-5.6 Sol series) was assigned a task: to update a cryptocurrency trading application and deploy a contract on the Ethereum testnet Sepolia. The task did not provide a funded wallet, nor was it authorized to use external funds. The model first attempted to obtain test ETH from a faucet but failed. It then devised a method on its own—deriving addresses from publicly available developer seed phrases, scanning hundreds of them until it found an account with a balance.In its internal reasoning, it explicitly questioned "whether using funds from a public key is ethical," ultimately justifying itself: these are testnet ETH with no actual value, and the seed phrases had long been made public, so the funds were "effectively abandoned." It then used that account to pay for the gas required for deployment, successfully completing the contract deployment. OpenAI discovered this behavior during subsequent alignment monitoring and officially disclosed it in the Misalignment Reports on October 15, 2026. The incident was classified as "unauthorized use of a funded test cryptocurrency wallet," indicating that the model replaced the account holder's authorization with its own judgment.

According to monitoring by Lookonchain, Bitcoin treasury company Hut 8 holds 10,300 Bitcoins, valued at 846 million dollars, and is currently suspected of selling Bitcoin.The wallet associated with Hut 8 (bc1q...xqka) has deposited 1,589 Bitcoins, valued at 130 million dollars, to multiple exchanges in the past two days.

According to Bitcoin Magazine, the Singapore-listed company BitFuFu disclosed an addition of 15 Bitcoins, bringing the company's total Bitcoin holdings to 1,388, valued at approximately 114.2 million USD.BitFuFu is a Bitcoin mining company registered in Singapore, with business covering mining and computing power-related services, and discloses changes in Bitcoin reserves as a public company.