Odaily Morning Brief

1. Bitget: Some hot wallets experienced abnormal transfers, initially involving approximately $351.6 million;

2. Bonk Guy: The Q4 market may have just begun—don't sell high-conviction holdings due to short-term weakness;

3. Tom Lee: This crypto bull market may be larger in scale than previous cycles;

4. Bonk Guy responds to market manipulation allegations: PONS and USELESS market caps have yet to break $1 billion, no intention to sell for now;

5. SEC Commissioner: Zero-knowledge proofs can verify user eligibility without disclosing personal information;

6. Market news: New York State sues Polymarket, alleging it operates an illegal gambling business;

7. Grayscale: SEC "innovation exemption" could drive real tokenized US equities into the US regulated system;

8. Data: FOMO generated $320,000 in fees over 7 days, ranking second on Hyperliquid Builder behind Phantom;

9. Specter: A MetaMask Swap router contract address has been blacklisted by Tether since 2021;

10. AI company Island completes $400 million Series F funding round led by Evolution Equity Partners;

11. Stablecoin infrastructure company HIFI completes $37 million Series A funding round led by Left Lane Capital.