Odaily reports, according to on-chain analyst Yujin's monitoring, a whale address that participated in the BAT ICO 9 years ago and profited $23.77 million has awakened after 6 years of dormancy, starting to sell ETH two days ago. As of now, the address has sold 12,586 ETH over two days, converting it into 20.59 million USDS at an average price of $1,636.

This address participated in the BAT ICO in May 2017, spending 17,789 ETH ($4.12 million) to receive an allocation of 113.8 million BAT, at an ICO price of $0.036. Over the following two and a half years, the address gradually sold its BAT holdings through on-chain transactions and Binance at an average price of $0.245, realizing a profit of $23.77 million. Among these, 35 million BAT were sold on-chain, converted into 27,586 ETH. The related ETH remained untouched for a long period until it started selling two days ago. Currently, the address still holds 15,000 ETH (valued at $24.29 million).

According to SoSoValue data, the crypto market has fallen for three consecutive days. The Meme sector dropped 13.75% in 24 hours, with MemeCore (M) falling 67.51% and Pump.fun (PUMP) falling 10.90%; the NFT sector fell 9.99%, with Audiera (BEAT), which surged yesterday, falling 22.63%.

Meanwhile, Bitcoin (BTC) fell 3.36%, briefly dipping below $60,000 during the session; Ethereum (ETH) fell 3.35%, dropping to around $1,600.

In other sectors, the CeFi sector fell 2.33% in 24 hours, with NEXO (NEXO) dropping 3.59%; the PayFi sector fell 3.18%, with Dash (DASH) dropping 7.82%; the Layer1 sector fell 3.07%, though Gram (GRAM) bucked the trend with a 1.46% gain; the Layer2 sector fell 3.46%, but Optimism (OP) rose 3.83%.

Additionally, the DeFi sector performed strongly, rising 1.69%, with Hyperliquid (HYPE) up 2.04%, o1.exchange (O) up 35.42%, and LAB (LAB) up 19.60%.

The crypto sector indices, reflecting historical sector performance, show that the ssiSocialFi index rose 1.09%, the ssiDeFi index rose 0.25%, while the ssiMeme index fell 17.69%.

Odaily News: Market sources indicate that Kioxia plans to list its American Depositary Receipts (ADRs) in the United States in April or May next year. (Jin10)

Odaily News: According to official sources, BitMart has successfully obtained the Australian AFSL (Australian Financial Services License), formally integrating into the ASIC compliance regulatory framework.

Under Australia's new digital asset regulatory framework set for 2026, BitMart will implement institutional-grade asset segregation, information disclosure, and third-party dispute resolution, establishing a high-standard risk control system aligned with global mainstream compliance standards.

Industry analysts believe that this license will help BitMart broaden its banking partnerships, enhance institutional recognition, and support its expansion into RWA (Real World Asset) token projects and traditional financial services, accelerating its global compliance development.

Odaily reported that Iran's Islamic Revolutionary Guard Corps issued a stern warning to international shipping on Wednesday, stating that any new route through the Strait of Hormuz established without coordination with Tehran is unacceptable and dangerous, threatening to take direct action against vessels that ignore its directives.

Iran's Islamic Revolutionary Guard Corps declared that safe passage through the Strait of Hormuz is only possible via the routes designated by Iran. The Guard's Navy added that all vessels seeking to transit the strait must coordinate with the Iranian military via international maritime distress frequency Channel 16, a requirement that effectively places Iranian military permission at the core of all commercial shipping through this strategic chokepoint. (Jin Shi)

According to monitoring by on-chain analyst Ai Yi, a whale (0xa5b0...1d41) added $8 million in margin early this morning. The entity currently holds a long position of 120,000 ETH, with an unrealized loss exceeding $77.047 million.

This entity is linked to four addresses, with liquidation prices of $1,174.6, $1,059.1, $1,064.7, and $1,143.6 respectively, while the entry price was approximately $2,265. There are still over 6 million USDC available on-chain to be used as margin.

According to Odaily, since 2019, wallets with clear ties to Iran have transferred over $3.84 billion in transaction funds through the cryptocurrency exchange CoinEx. Among these, wallets hosted by CoinEx received hacked crypto assets acquired by the Central Bank of Iran and conducted direct transactions with accounts previously identified by U.S. officials as belonging to Iran's Islamic Revolutionary Guard Corps.

Blockchain data shows that in 2024, CoinEx replaced Binance as the largest foreign counterparty for Iran's biggest domestic crypto exchange, Nobitex. Last year, the flow of funds between Nobitex and CoinEx exceeded $763 million. Additionally, between 2022 and 2025, wallets hosted by CoinEx also processed transactions for Alireza Derakhshan, an Iranian individual allegedly involved in a network selling sanctioned oil. (WSJ)

Odaily Planet Daily News: LaiBTC Mining Pool founder Jiang Zhuo'er posted on the X platform, stating his prediction that the current BTC bear market will bottom at $44,016 on October 31, 2026. Combining the pattern where mNAV leads the coin price bottom by 6 months, he has adjusted the bottoming window to October to December 2026, with a bottom price range of $42,000 to $44,000.

Jiang Zhuo'er pointed out that MSTR's mNAV (ratio of stock price to BTC value per share) has dropped to 0.72, close to the lowest point of 0.7 reached on May 11, 2022, during the previous bull market. Based on recent market sentiment events such as the significant de-pegging of STRC, this can currently be predicted as the lowest area of mNAV for this cycle. However, the lowest mNAV does not coincide with the lowest BTC price. In the previous cycle, when mNAV bottomed out at 0.7 on May 11, 2022, the BTC price was $31,017. BTC subsequently bottomed out at $15,476 on November 21, 2022, at which time mNAV was 1.2, with a 6-month interval between the two events.

1. The Central Bank of Russia plans to introduce incentives, offering economic rewards to banks that use the Digital Ruble for salary payments.

2. M token plummeted 83% in a short period, now trading at $0.44.

3. Whale address 0xbilly liquidated 2,409 ETH near the early morning low, incurring a loss of $220,000.

4. Key takeaways from Micron's earnings report: Long-term agreements cover up to 2030, securing over $100 billion in guaranteed revenue.

5. James Wynn made a profit of $30,695 shorting BTC and opened a new maximum leverage short position on the S&P 500.

6. SK Securities: Memory chip stocks represent the cheapest shares in the bottleneck of the AI era.

7. Strive VP: Strategy holds $51.5 billion in BTC, and STRC debt risks are manageable.

8. Coinbase selects Luxembourg as its EU MiCA compliance headquarters.

9. KyberSwap attacker transfers another 2,000 ETH to Tornado Cash, having moved over $32 million in ETH in the past two years.

10. Data: Bitcoin miner profit margins continue to face pressure, with revenues falling below production costs.

Odaily reported that the Bank of Russia has announced plans to introduce economic incentives for settlements using the digital ruble.

Starting January 1, 2027, commercial banks will receive a reward of 0.67 rubles per executed instruction when corporate clients use the digital ruble to pay official salaries and fulfill other obligations stipulated in labor contracts to employees. The minimum reward amount for a single instruction register is set at 10 rubles. The Bank of Russia expects this move to encourage banks to more actively promote digital ruble salary services to enterprises.

At the same time, the Board of Directors of the Bank of Russia approved a fee of 1 ruble per executed instruction for transfers from businesses to individuals starting in 2027, with a minimum fee of 15 rubles per register. Earlier, Bank of Russia Governor Elvira Nabiullina stated that the digital ruble is designed for state control over fiscal fund flows, and the use of the digital ruble by individuals is not mandatory. (bits)

Odaily Odaily reports that GMGN market data shows M briefly plunged 83%, hitting a low near $0.4, and is currently trading at $0.44.

According to on-chain analyst Yu Jin's monitoring, whale address 0xbilly liquidated 2,409 ETH (worth $3.78 million) at a price of $1,569.5 early this morning, incurring a loss of $220,000. The address had purchased this ETH one day prior at $1,660.2, with an acquisition cost of 4 million USDC.

This address previously bought 7,768.5 ETH at $2,254 in March, valued at $17.51 million, and was forced to sell at a loss of $800,000 when the price dropped four days later.

Odaily Odaily reported that Micron released its financial report this morning. The key points are summarized as follows:

1. Performance (Reported Quarter)

Quarterly revenue was $41.46 billion (some sources report $41.5 billion), exceeding market expectations of approximately $35.8 billion.

Adjusted EPS was $25.11, above market expectations of ~$20.7-$20.8.

Gross margin was 84.9%, higher than the market estimate of 81.9%.

2. Next Quarter Guidance (Q4)

Revenue guidance is $49 billion to $51 billion, with a midpoint of $50 billion, above the market estimate of $43.24 billion.

Adjusted EPS guidance is $30 to $32, with a midpoint of $31, exceeding the market estimate of $25.31.

3. Long-Term Agreements (LTA/SCA) and Customer Commitments

Micron has signed 16 long-term strategic customer agreements, primarily covering the period from 2026 to the end of 2030. The agreements include take-or-pay clauses. Management estimates these agreements correspond to approximately $100 billion in guaranteed revenue. The company will receive about $22 billion in cash deposits and financial commitments. The signed agreements cover roughly 20% of DRAM production and about one-third of NAND production during the respective periods. Management expects that approximately half or more of future revenue will be covered by long-term agreements.

4. Supply-Demand Dynamics and Industry Outlook

The company expects tight supply-demand conditions for DRAM and NAND to persist until after 2027. DRAM industry shipment growth in 2026 is projected at 20%-25%, an upward revision from previous guidance. NAND industry shipment growth in 2026 is expected to be around 20%, in line with previous expectations.

Micron's DRAM supply growth is expected to be broadly in line with the industry. Micron's NAND supply growth is expected to be slightly below the industry average.

5. Capital Expenditure and Capital Returns

Market feedback indicates that the company's capital expenditure is in line with expectations. No significant aggressive expansion plans have been observed. The company stated that Q4 will see a significant increase in capital returns. The $22 billion in customer prepayments represent roughly one-third of the company's capital expenditure over the next two years.

Odaily Odaily News According to the latest data from Gate, the gold price has fallen to $3,991.35 per ounce, down 0.32% intraday. The silver price dropped to $57.217 per ounce, up 0.54% intraday. BVIX (Bitcoin Volatility Index) is currently quoted at 44.65, up 4.05% intraday. EVIX (Ethereum Volatility Index) is currently quoted at 58.85, up 4.2% intraday. In the forex market, the offshore Chinese Yuan (USD/CNH) fell 0.04% intraday, with the current exchange rate at 6.80975. The US Dollar against the Japanese Yen (USD/JPY) was flat intraday, with the current exchange rate at 161.712. Regarding global stock indices, the Euro Stoxx 50 Index (EUSTX50) fell 0.59% intraday to 6,204.47 points; the UK FTSE 100 Index (UK100) fell 0.07% intraday to 10,442 points; the German DAX 40 Index (GER40) fell 0.11% intraday to 24,732.6 points. In commodities, WTI crude oil rose 0.13% intraday to $70.74 per barrel. Brent crude oil rose 0.2% intraday to $74.37 per barrel. Gate supports users in directly trading traditional financial market products on the platform, offering a one-stop solution covering precious metals, forex, global stock Contracts for Difference (CFDs), major indices, and commodities, thereby achieving deep integration of crypto assets with traditional financial assets. Gate TradFi related functionalities have been fully integrated into the Gate App and Web interface. Users can conveniently participate in global asset price trading without switching platforms, unlocking more strategies and opportunities beyond the crypto market, and continuously enhancing their multi-asset allocation experience.

According to Lookonchain monitoring, James Wynn (@JamesWynnReal) realized a profit of $30,700 from his BTC short position and has initiated his next trade.

He opened a short position on the SP500 at $334.42 xyz:SP500 with 50x leverage, with a notional value of $2.47 million and a liquidation price of $7,436.23.