On October 29, Ki Young Ju, founder of CryptoQuant, stated that net inflows into Bitcoin ETFs have approached zero this year, while the price of BTC has only decreased by about 7%. He believes that the relative stability of the price, despite limited ETF demand, indicates a lower likelihood of large-scale sell-offs by early holders or miners, and that some investors looking to sell may have already reduced their holdings. He anticipates that once the uncertainties related to the U.S. midterm elections dissipate and ETF funds start to flow back in, the upward momentum for Bitcoin may be restored.
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CryptoQuant Founder: Bitcoin ETF Net Inflows Close to Zero This Year, Selling Pressure May Have Been Released
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Analyst: Bitcoin Returns Above Strategy 2026 Cost Line, Positions Still at a Loss Since 2025
On October 29, analyst Darkfost stated that Strategy currently holds 848,517 BTC, with an overall average purchase cost of approximately $75,446. The price of Bitcoin has recently climbed back above its 2026 holding cost line of about $78,900; however, when accounting for all purchases since 2025 and sales at this summer's lows, the estimated cost remains around $90,600, which is higher than the current BTC price. Darkfost noted that Strategy has resumed purchasing BTC after a pause of several weeks, but did not make any new purchases last week, meaning that the new positions added since 2025 have yet to realize an overall profit. -
Whale Sells 694,300 HYPE Tokens Worth $53.27 Million in 5 Days
On October 29, according to monitoring by Lookonchain, a certain whale sold 694,300 HYPE tokens in the past 5 days, valued at $53.27 million. -
Communiqué of the Fifth Plenary Session of the 20th Central Committee of the Communist Party of China
According to Xinhua News Agency, the Fifth Plenary Session of the 20th Central Committee of the Communist Party of China was held in Beijing from October 26 to 29, 2026. -
Trader with 100% Win Rate Goes Long on Nearly 19,500 ETH with 25x Leverage
On October 29, according to monitoring by Lookonchain, one hour ago, a trader with a historical win rate of 100% (address starting with 0xe813) established a long position of 19,491 ETH using 25x leverage, valued at approximately $45.34 million, with an unrealized profit of $315,000. Data shows that this trader has previously completed 5 trades, all of which were profitable, with a total profit of $4.6 million. -
Claude Enterprise Launches 'Intelligent Reports' to Analyze Team Usage and Costs
On October 29, Anthropic updated the Claude Help Center documentation to announce the launch of 'Intelligent Reports' for the Claude Enterprise package. This feature analyzes team workflows using Claude, calculates costs based on list prices, identifies friction points in conversations, and highlights repetitive patterns that are worth packaging as shared skills. The report scope can be limited to a single team over the past 28 days and can select products such as chat, Claude Code, and Claude Cowork, with support for filtering by group, department, or cost center. Reports can be downloaded in HTML format and retain drill-down functionality. Each organization can run 10 reports per month for free, and failed reports do not count against the quota. This feature is turned off by default and must be enabled by the owner or primary owner in 'Organization Settings > Features'; primary owners, owners, administrators, and custom roles with analysis viewing permissions can create and view reports. Reports typically take several hours to generate, and completion is notified via email. Organizations using Customer Managed Encryption Keys (CMEK), HIPAA configurations, or proprietary cloud inference mixed deployments cannot use this feature; if zero data retention is enabled for Claude Code, reports do not cover Claude Code. Anthropic states that conversations involving restricted topics are used only for aggregate analysis, do not display summaries, and custom questions cannot be posed regarding them; this feature must not be used to assess individual performance or make hiring decisions. -
Iranian Military: Strait of Hormuz Will Not Open Until Iranian Conditions Are Met
Iranian army spokesman Akraminia stated that the enemy first attempts to destroy Iran's nuclear and missile capabilities, then seeks to dismantle the resistance front and overthrow the Iranian regime, and ultimately openly declares intentions to divide Iran and destroy Iranian civilization. The true aim of U.S. actions is to realize the 'Greater Israel' plan, ensuring Israel's hegemonic status in the region. The spokesman also indicated that the Strait of Hormuz is currently under the strategic control of the Iranian armed forces and will not be opened until all Iranian conditions are fully met. (CCTV News) -
DCo Report: Hyperliquid's Non-Crypto Trading Accounts for Approximately 30%, Benchmark Valuation at $128
On October 28, the research institution Decentralised.co (DCo) released a report titled 'When the world comes on chain', stating that the trading volume of Hyperliquid's non-crypto assets has increased from zero in September 2025 to a peak of 51% in July 2026, and is approximately 30% in October. On October 27, non-crypto trading accounted for 40% of the $7.2 billion trading volume that day, making it the largest single stock category. The report uses the 2029 global futures and stock market size of $93.4 trillion as a baseline, with a benchmark scenario assuming that crypto trading volume increases to three times the current level, non-crypto market share at 3%, mixed fee rate at 0.006%, USDC yield drops to 3.6%, and HIP-4 contributing $100 million in revenue. Under this scenario, revenue is projected to rise from $944 million to $4.91 billion by 2029, leading to a benchmark valuation of $128 for HYPE at a 40x multiple and $98 at a 30x multiple; in an optimistic scenario with a 5% market share, the valuation corresponds to $165. The current HYPE price is approximately $77. The report indicates that the biggest risk is the fee rate: if the non-crypto fee rate drops to CME's 0.0004%, the benchmark valuation would fall to $66. The report also notes that Binance has launched 229 TradFi perpetual contracts this year, with an average daily trading volume of $13.4 billion, surpassing Hyperliquid's $2.3 billion. -
Cerebras, AI Chip Manufacturer, Falls Over 3% Pre-Market After Culper Research Short Report
On October 29, AI chip manufacturer Cerebras (CBRS.US) fell over 3% in pre-market trading, reaching $109.13. The stock closed down 5.66% yesterday. The decline follows a report from short-selling firm Culper Research, which disclosed its short position against Cerebras Systems and released a critical report questioning the durability of the company's flagship wafer-scale engine and its underlying technology. The core argument of the Culper report is that Cerebras' large chips have a functional lifespan of only 1.5 to 2.5 years in practical use, fundamentally undermining the company's business model. -
Trump Administration Continues Negotiations on Temporary US-Iran Peace Agreement
According to the American financial media Semafor, the Trump administration is engaged in ongoing negotiations regarding a temporary peace agreement between the US and Iran. -
Bithumb Hacking Incident Involves Data of 6,444 Customers
On October 29, Bithumb reported that on October 27, its internal mobile collaboration system DaouOffice was accessed by an unauthorized external party, resulting in the theft of some personal information of customers and employees. The incident involves 6,444 customers, of which the data of 5,600 individuals is encrypted and unreadable, while 844 customers have confirmed personal information leakage. Additionally, the information of 715 employees and partner personnel was affected. The potentially leaked information includes names, mobile phone numbers, email addresses, resident registration numbers, driver's license numbers, bank account numbers, and copies of identification documents. Bithumb emphasized that the compromised system is independent of the trading platform and customer database, and no direct intrusion into the exchange service system has been detected, nor has there been any access to customers' virtual assets as a result. The company has reported the incident to the Korea Internet & Security Agency and the Personal Information Protection Commission, and will provide support and compensation to affected customers.
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