According to Odaily Planet Daily, cryptocurrency exchange Gemini retweeted a tweet from its co-founder Tyler Winklevoss dated January 2, 2021, on its X platform. Winklevoss wrote, "Zash (ZEC) is currently the most undervalued cryptocurrency because privacy is a fundamental component of a free and open society. Gemini has received approval from the New York State financial regulator to list it." Historical data shows that ZEC was priced at approximately $57 when Winklevoss posted the tweet, but has since risen to the $700 range, representing an 11-fold increase.
According to Odaily Planet Daily, on-chain analyst Ai Yi reported that an address (0x8d0...59244) opened a 20x BTC long position 45 minutes ago and currently holds 200.03 BTC, worth approximately $19.22 million. The opening price was $95,977.3, and the current unrealized profit is $21,000.
According to data from Bitcoin Treasuries, institutional holdings of BTC have increased by more than $500 million in the past 30 days.
According to Odaily Planet Daily, on-chain analyst Ai Yi reported that an address (0x7b7...2734e) opened a 10x leveraged short position in ZEC on Hyperliquid 16 hours ago, currently holding 31,015.92 ZEC, worth approximately $21.43 million, with a current unrealized loss of $1.177 million. This position is the second largest short position in ZEC on Hyperliquid. In addition, this address also holds short positions in BTC worth $149 million and XRP worth $27.83 million. The account's total short positions amount to $198 million, with a total unrealized loss of $1.22 million.
According to Odaily Planet Daily, Bitwise CEO Hunter Horsley stated in an article on the X platform that the prevailing view is that a four-year cycle exists, therefore 2026 will be a year of decline for BTC. This expectation may lead people to sell BTC in 2025 to avoid a market downturn, thus making 2025 itself a year of decline, thereby breaking the original four-year cycle.
According to Odaily Planet Daily, on-chain analyst Murphy stated that despite deteriorating market sentiment, the super whales who truly control massive amounts of BTC remain relatively calm. On-chain data shows that large wallets holding 1,000–10,000 BTC have only incurred losses of $80 million (7D-SMA), significantly lower than the levels seen during the two key corrections in August 2024 and March 2025. The same applies to even larger whale groups. Super whales holding 10,000–100,000 BTC have incurred losses of approximately $40 million (7D-SMA) in this downturn, also significantly lower than the losses in the previous two periods. The major funds in this round appear more mature and stable in terms of psychological expectations, risk tolerance, and position management, and these core holdings are still being firmly held.
According to Caixin, the average purchase cost of Bitcoin by Qian Zhimin, the main suspect in a money laundering case involving 60,000 Bitcoins, was approximately 2,815 yuan per coin (the specific statistical method was not disclosed). On the day he was sentenced by a British court, the price of Bitcoin had risen to approximately 750,000 yuan per coin, an increase of 266 times.
Regarding the assets involved in the case that were frozen in the UK, the formal return or distribution with China has not yet begun. The Hedong Branch of the Tianjin Municipal Public Security Bureau, which is in charge of the Lantian Gree case, announced on October 30 that it is continuing to work with UK law enforcement agencies to pursue fugitives and recover assets across borders, striving to minimize the losses suffered by participants in the fundraising scheme.
The UK High Court will hold another hearing on November 17, 2025, to discuss the subsequent handling of the 60,000 bitcoins.
According to Odaily Planet Daily, Vida, founder of Equation News, stated that he increased his BTC holdings today as a long-term allocation and added a small amount of Meme coin for short-term speculation. The total investment represents approximately 0.7% of his personal net worth, a small, experimental position. Vida pointed out that current market sentiment leans towards excessive panic, and his main reasons for being bullish on the crypto market in the coming months include: the overall correction in US stocks is manageable; BTC is currently near the key 1-week supertrend support; and some altcoins typically have a higher probability of rebounding during periods of extreme market downturn.
He added that ideal buying opportunities usually occur when large institutions face liquidation, but currently, the probability of such a situation occurring within a year is low.
According to Odaily Planet Daily, Bitwise CEO Hunter Horsley wrote that with the recent surge in Zcash's price, the view that "only look at Bitcoin, everything else is a scam" is facing challenges, and related groups may find it difficult to provide a unified response. Horsley stated that the market is gradually reassessing the long-term value of privacy assets and the broader crypto ecosystem.
According to Lookonchain monitoring, the whale address DYzF92 just sold 33,366 SOL tokens, for approximately $4.71 million. This address established a position of 32,083 SOL tokens seven months ago, accumulating staking profits of 1,283 SOL tokens during that period, but still incurring an overall loss of approximately $230,000.
According to Odaily Planet Daily, stablecoin protocol Yala stated that its team is aware of recent concerns from the community regarding its stablecoin YU and is currently investigating the matter. Updates will be released gradually.
According to data from DeFiLlama, as reported by Odaily Planet Daily, due to recent market corrections and some capital withdrawals, only four DeFi protocols—Aave, Lido, EigenLayer, and Binance staked ETH—currently have a TVL (TVL) still above $10 billion. Most leading protocols have seen their TVL decline by more than 10% over the past month.
According to THE DATA NERD, Bitmine continued its large-scale purchases over the past week, acquiring a total of 67,021 ETH from channels such as Galaxy Digital, FalconX, and Coinbase, worth approximately $234.47 million.
1. Adam Back stated that Strategy's leverage ratio was very low, and that they had only transferred BTC to another custodian and had not sold it.
2. Tom Lee: I don't recommend using leverage in the near term, but market pain will not change Wall Street's goal of building an ETH supercycle;
3. A whale's 40x leveraged short position in BTC is nearing liquidation, with total short positions exceeding $190 million;
4. Arthur Hayes: The Christmas present I want is ZEC;
5. Arthur Hayes transferred approximately $2.46 million in assets to Cumberland;
6. Nic Carter, the father of smart contracts, says concepts such as the "four-year cycle" and the "alternative investment season" are outdated, and market challenges are intensifying;
7. Coinbase: Trading of AI16Z-PERP is currently suspended.
According to Odaily Planet Daily, Bitcoin pioneer and Blockstream co-founder Adam Back stated in an article on the X platform that Strategy, a Bitcoin treasury company, has been consistently buying Bitcoin. Switching wallets previously only involved transferring Bitcoin to another custodian and did not involve selling it. Strategy's leverage ratio is actually very low; it currently holds $64 billion worth of Bitcoin with only $8 billion in liabilities, resulting in a leverage ratio of approximately 13%. Furthermore, its debt is all long-term and does not require immediate repayment.
