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Cryptocurrency analyst Darkfost stated that after the security incident involving Ledger dealer CryptoBilis, discussions in the community have also brought up other potentially related dealer names, including some Lazada merchants.Darkfost indicated that the full extent of the incident's impact is still difficult to confirm. Although Ledger has confirmed a connection to the CryptoBilis incident, it is still unclear whether CryptoBilis is the only affected dealer. He compiled a list of Ledger dealers that may be at risk, stating that these dealers are in close proximity and could potentially have their supply chains compromised simultaneously. However, Darkfost emphasized that this assessment is merely speculative and has not yet been confirmed.Darkfost suggested that if users have purchased Ledger devices from the relevant dealers in the past six months, they may consider transferring their assets to other secure devices until the investigation into the incident is complete. Additionally, he mentioned that users can refer to the guidelines published by security researcher MagicalTux to check their Ledger devices for any signs of tampering.

According to Bitcoin.com News, Juan Curutchet, the head of financial and foreign exchange institution regulation at the Central Bank of Argentina (BCRA), recently stated that in the short term, cryptocurrency assets will not be allowed to integrate into the banking and payment service systems, and the regulations prohibiting financial institutions from providing cryptocurrency services established in 2022 will continue to be maintained.Juan Curutchet pointed out that Argentina's current economic vulnerability is insufficient to support the advancement of related measures, and whether the ban will be lifted in the future depends on the economic situation. Related topics may be discussed during the second term of Milei.

According to Bits media, the Russian Ministry of Energy stated that cryptocurrency miners apply for grid access under the fourth category of power supply reliability. Such users can be directly cut off by the authorities at any time without prior negotiation.This category was established by the government in February this year, allowing technical access in areas where energy shortages have been declared and mining has been prohibited. The Ministry of Energy stated that this move can effectively utilize existing energy infrastructure while not threatening the reliability of power supply to residents.

Analyst Darkfost stated that the current Bitcoin trend is highly similar to the period from late 2025 to early 2026. Currently, BTC is fluctuating around a capital-weighted cost benchmark of approximately $80,500, and this support level remains effective.Unlike the realized price that only calculates the purchase price, the capital-weighted cost benchmark introduces the amount of invested capital for weighted calculation. This area is a key turning point where investors are generally at the breakeven edge. The concerns raised by the current market situation are prompting most investors to take action, and the subsequent trend still needs to be closely monitored.

HyperEVM perpetual contract exchange Papertrade is scheduled to open trading at 10 AM Eastern Time on October 10. According to DefiLlama data, it has accumulated approximately $85.3 million in deposits before its launch. The platform supports up to 1000x leverage, and traders do not match with counterparties but trade directly with the protocol's own liquidity pool. Papertrade stated in the announcement that website trading will start after the HyperEVM upgrade is completed, and deposits will be paused at 9:45 AM to prioritize trading; users need to deposit in advance to participate in the launch.The contracts on Papertrade use the midpoint of Hyperliquid's optimal buy and sell prices as the opening and closing price, with positions being synthetic trades against its liquidity pool, and there are no corresponding perpetual contracts on Hyperliquid. This design eliminates funding rates and reduces profits from closing positions through asymmetric impact discounts instead of charging fees based on position size. When the liquidity pool cannot cover profitable trades, unpaid profits will convert to queued debt, filled by subsequent traders' losses. Its PAPER token grants losing traders the right to claim related earnings from the liquidity pool, with an initial supply of zero, minted from realized losses, with no team or venture capital shares.In the initial phase of the launch, Papertrade will only open trading through the frontend and approved trading relays, and direct access to public contracts will not be supported. Platform administrators can pause new positions, freeze the market, and adjust fee parameters, with a 7-day time lock for contract upgrades. Initially, the PAPER token will only support staking and unstaking, and wallet-to-wallet transfers will not be supported;

According to Lookonchain monitoring, in the past 3 days, two newly created wallets have withdrawn 280.75 million Lobster from exchanges, worth 12.21 million USD, accounting for 28.08% of the total supply.

Blockworks analyst Jake Koch-Gallup published a rebuttal to the viewpoint that Ethereum is losing its liquidity moat, arguing that despite the challenges to ETH's value capture ability and stablecoin market share, its reserve asset characteristics, Layer 2 ecosystem, and institutional adoption still constitute a long-term competitive advantage.In response to the issue of low on-chain revenue for Ethereum, Jake pointed out that ETH's valuation depends not only on actual economic value (REV) but also includes reserve asset and collateral premiums, with ETH's market capitalization currently about 1,100 times the REV of the past 12 months. Additionally, the development of Layer 2 networks such as Robinhood Chain and Base can still strengthen the Ethereum ecosystem, rather than indicating that funds and applications are completely leaving Ethereum. Jake also noted that Ethereum currently accounts for about 65% of the total value locked (TVL) in DeFi, with approximately 45% of the on-chain managed scale in real-world assets (RWA), while spot ETFs and corporate treasuries collectively hold about 13% of the total ETH supply, and about 36% of the ETH supply is currently staked.Although Ethereum's stablecoin market share has gradually faced dilution pressure from around 51%, Jake believes that as the overall stablecoin market expands, its absolute scale may continue to grow. However, Jake also acknowledged that relying solely on ETH's reserve asset premium, without sufficient revenue and value return mechanisms, raises questions about its valuation sustainability.

On October 9, reports indicated that the significant increase in storage chip costs has forced Apple to raise prices and suppress demand. Apple has requested some suppliers to reduce the production of recently released iPhone 18 Pro and iPhone 18 Pro Max components. A journalist verified with an Apple supply chain company, where a representative stated that after Apple provided new shipping guidance, orders for the iPhone 18 Pro decreased, while orders for the iPhone 18 Pro Max increased, resulting in little overall change in order volume.Another supply chain representative mentioned that the rumors are clearly one-sided. Due to strong demand for the iPhone 18 Pro Max, Apple adjusted some iPhone 18 Pro orders to the iPhone 18 Pro Max, with the total not decreasing, which benefits the high-end supply chain for the Pro Max. In September, Apple released the iPhone 18 Pro series, and due to product planning adjustments, the basic model of the iPhone 18 has not yet been launched. The starting prices for the two models released this time are 9,999 yuan and 10,999 yuan, which is an increase compared to the iPhone 17 Pro series.During the initial sales in mid-September, a journalist observed outside the official Apple retail store in Shenzhen that the buyback market for the iPhone 18 Pro was relatively weak, with some scalpers not purchasing, and even the buyback price was lower than the official starting price. Currently, the supply of the iPhone 18 Pro is relatively sufficient, with staff indicating that only the black version of the 512GB model is in stock, while other memory versions have ample supply. The iPhone 18 Pro Max has not yet been made available for purchase offline.

The official NEAR public chain stated on X that cryptographic agility is a fundamental requirement of the blockchain industry, and the upgrade of signature schemes should become routine. NEAR accounts now support post-quantum ML-DSA signature schemes without the need to migrate assets.The NEAR core development team, Near One, is advancing NEP-655. This proposal involves commitment-based implicit accounts derived from the initial state hash, with assets located after that hash, without exposing public keys or key hashes on-chain. The related functionality has currently been launched on the testnet, with the mainnet planned for release in the coming weeks.For developers, the team is designing the NEAR Intents wallet contract to support custom signature extensions, including ML-DSA and hash-based schemes. For chains that cannot currently add post-quantum keys, the team is advancing the Q-day recovery registry on NEAR, allowing users to submit recovery keys in a rotatable hash format. NEAR claims that quantum computing factors were considered in its design back in 2018.

Russian President Putin stated that Russia is willing to supply oil and petroleum products to the United States and global markets, which will have a positive impact on the global economy. Both sides confirmed that the two presidents will continue to maintain direct contact.Russian Deputy Prime Minister Novak stated that Russia is willing to increase diesel supply to the U.S. market in October and may increase diesel exports in November and December.

According to Etherscan data, two non-circulating supply multi-signature wallets of Chainlink (Noncirculating Supply 17, 24) transferred a total of approximately 7.4 million LINK to Binance's deposit address at 03:53 and 04:01 Beijing time today, valued at approximately 94.32 million USD.Whale Alert also monitored the aforementioned transfers.

The U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) has issued a temporary general license to allow the supply of Russian diesel to global markets.

U.S. President Trump announced an agreement with Russian President Putin, under which Russia will immediately supply over 300,000 tons of diesel to the United States and global markets, with an additional 500,000 tons supplied in November, followed by an extra 1 million tons, and a total supply of 3 million tons in the short term.This move will lead to a rapid decline in global diesel prices.

According to CoinDesk, the Layer 2 blockchain Robinhood Chain, designed for tokenizing real-world financial assets, is evaluating a transaction sorting system that allows users to pay fees for prioritizing specific transactions. This technology is developed by Arbitrum, the infrastructure provider for Robinhood Chain. Insiders say that Arbitrum's previously launched paid transaction sorting technology, Time Boost, could provide users with a 200-millisecond prioritization advantage, but it was replaced on September 24 by the new Priority Gas Auctions model, which allows traders to pay higher fees to prioritize individual transactions. This new version is what Robinhood Chain is currently evaluating.Currently, Robinhood Chain employs a first-come, first-served transaction sorting strategy and has not yet utilized Arbitrum's original Time Boost application. Since launching its Ethereum-compatible network in July, Robinhood Chain has rapidly gained popularity and has entered the top ten blockchains ranked by total locked value. Robinhood's traditional brokerage business has long profited through "payment for order flow," where market makers pay brokers for the routing rights of customer orders.The mechanism of on-chain paid transaction prioritization operates differently; it provides advantages to traders by accelerating transaction processing speeds, helping professional institutions compete for fleeting trading opportunities.

Coinbase Institutional stated that ETH rose by 71% in the third quarter, but on-chain indicators show that there are no obvious signs of overheating in its price trend.Data shows that the proportion of ETH supply in profit has moved out of the accumulation range, but it is still far below the warning zone, indicating that the current market has not reached the excessive rise state suggested by historical indicators.

Shunyet Jan, the head of trading and trading operations at Binance, stated that the future competition among financial platforms will no longer be limited to cryptocurrency asset trading, but will integrate services such as investment, payment, lending, and asset management, creating a comprehensive financial ecosystem that covers both traditional finance and the cryptocurrency market. Jan has worked for about 30 years at Goldman Sachs, Morgan Stanley, and JPMorgan Chase. He believes that traditional finance has advantages in regulation, risk management, and functional segregation, while the cryptocurrency industry is more competitive in 24-hour trading, fast settlement, and openness, and that the two will accelerate their integration in the future.Binance hopes to allow users to utilize their financial value without having to sell underlying assets through features such as unified accounts, cross-asset margin, tokenized assets, and stablecoin payments, and to explore using AI to simplify asset selection and risk management. Jan revealed that Binance currently has over 300 million users, most of whom come from emerging markets; among users of its direct stock and tokenized stock products, about 90% come from emerging markets. He stated that Binance's long-term goal is to expand its user base from 300 million to 3 billion and to become a financial infrastructure that more people can use.

Zhao Changpeng issued a reminder for Ledger hardware wallet users to remain vigilant, especially those who have purchased devices recently. According to the information currently available, this incident appears to be limited to the supply chain, involving a supplier, and a few users may have purchased counterfeit or tampered Ledger devices.Zhao Changpeng stated that Ledger is a well-established and relatively secure hardware wallet brand in the industry, but such incidents can still occur. He anticipates and calls for the BNB ecosystem and the entire cryptocurrency industry to assist in tracking the stolen funds and promoting recovery.Previously, Ledger confirmed that it is investigating an asset theft incident involving Southeast Asian users, who had purchased devices through the distributor CryptoBilis. Ledger has requested CryptoBilis to suspend sales and shipments and advised users who purchased devices through this distributor in the past 90 days not to initialize their devices; if they have already completed the setup, they should create a new Ledger signing device using a new mnemonic phrase and transfer their assets to the new wallet.On-chain investigator Specter estimates that this incident has led to the theft of hundreds of wallets on the Bitcoin, Ethereum, and TRON networks, with losses exceeding 86 million dollars. Security researcher tanuki42 previously estimated the losses to be over 72 million dollars and stated that the amount is still increasing. Currently, the specific cause of the incident and whether the involved devices have security vulnerabilities are still under investigation.

The Zcash development team plans to add post-quantum signature support to the network in January. Zakura engineer Roman Akhtariev stated in an engineering blog that the team plans to implement post-quantum signature opcodes in Zcash in January. These opcodes will enable Zcash to verify hash-based signatures, thereby resisting quantum computing attacks. The team has not yet confirmed a specific network activation date. This upgrade aims to prevent attackers from using current public keys to reverse-engineer and forge payment authorizations from wallet owners.The initial phase of this upgrade will protect transparent transactions. Zcash has two payment methods: shielded payments hide the sender, receiver, and amount; transparent payments are similar to Bitcoin, where addresses and amounts are visible on the chain. According to CoinDesk, based on ZecStats data, approximately 11.96 million of the 16.98 million issued ZEC are stored in the transparent pool, accounting for about 70%. The January plan primarily targets this public portion. Additionally, Zakura has developed a private query tool that allows wallets to check balances without exposing associated addresses to the server; the experimental version is available in the "Private queries" settings of the Zcash wallet Vizor.Before the release of Zakura's engineering article, Ethereum researcher Justin Drake warned holders on Thursday to prepare for what he called "bunker mode," stating that in the worst-case scenario, AI could find shortcuts to break the mathematical protections of Bitcoin and Ethereum wallets in "months rather than years."