News linked to this event type.
According to Bitcoin.com, Matt Mena, 21Shares Senior Crypto Research Strategist, stated that amid approximately $603 million in cumulative net inflows into US spot Bitcoin ETFs in September and a resurgence in altcoin risk appetite, Bitcoin's fourth-quarter trend is expected to strengthen significantly. Mena noted that BTC is currently finding support near $77,000, with mounting odds of testing the $82,000 range by month-end. He identified $100,000 for BTC, $3,500 for ETH, $100 for HYPE, and $130 for SOL as potential fourth-quarter targets. Furthermore, Ethereum has outperformed Bitcoin over the past three weeks with a 29% gain compared to Bitcoin's 20%, while Hyperliquid is approaching $90, signaling a rotation of capital into altcoins.
Empowa, a Cardano ecosystem project, disclosed two interrelated unauthorized asset transfer incidents across its three project wallets. Between November 2025 and June 2026, approximately 143,710 ADA were transferred out of one project treasury wallet in 18 transactions. The corresponding Midnight airdrop for this wallet was also registered and claimed by an unknown party using the private key, with approximately 36,000 NIGHT already transferred away. From June 2026 to August 2026, a cumulative total of approximately 4.24 million EMP tokens were transferred out of the other two project wallets, with portions sold via platforms such as Minswap and VyFi. Empowa stated that the funds from both incidents ultimately flowed into the same intermediate wallet, indicating they are controlled by the same party, although the identity of the individuals operating these private keys cannot currently be confirmed. The team has hired a professional blockchain investigation firm and plans to seek KYC information from the centralized exchange where the related funds ultimately entered.
According to on-chain analyst Yu Jin, a suspected @HypeStrat-related address (0x6436...0103) accumulated and staked 365,000 HYPE over the past 24 hours, worth $29.65 million. Over the past two weeks, the address has gradually accumulated and staked 3.029 million HYPE, worth $252 million, at an average price of approximately $83.4. According to data it released yesterday, it currently holds 31.8 million HYPE, worth $2.513 billion.
according to on-chain analyst Ai Yi's monitoring, between August 18 and September 4, a certain address appears to have taken profit on 81,250 VVV, with an estimated gain of $588,000. The address had chased the rally by buying 181,250 VVV at an average price of $16.69, with an average withdrawal price of $16.69; 9 hours ago, the address deposited 44.8% of its holdings to Coinbase, while the remaining holdings still have unrealized gains of $747,000, bringing the total profit to $1.335 million.
Odaily News: According to on-chain analyst Ai Yi, Arthur Hayes has built a position in UNI worth over $2.247 million, with an average entry price of $6.94. Three hours ago, Arthur Hayes again purchased 39,800 UNI through Flowdesk, spending approximately 273,000 USDC; he currently holds 323,900 UNI, with an unrealized loss of $286,000.
According to on-chain analyst Yu Jin, a whale opened a long position of 911.5 BTC at $77,733 last night. The position is worth $70 million, with only $400 away from the liquidation price of $76,308.
Odaily reports: According to on-chain analyst Yu Jin's monitoring, Hyperliquid's largest long position worth $233 million has turned from profit to loss, currently showing an unrealized loss of $3.39 million. After closing $537 million in long positions on 8/25 with a profit of $61.72 million, he began reopening longs on 8/28, and has opened so far:◎1,400 BTC ($110 million), average long entry price $78,672, currently showing an unrealized loss of $1.94 million.◎50,000 ETH ($123 million), average long entry price $2,469, currently showing an unrealized loss of $1.45 million.
according to Lookonchain monitoring, today U.S. Bitcoin ETFs saw a net outflow of 2,148 BTC, with a 7-day net inflow of 8,587 BTC; Ethereum ETFs saw a net outflow of 9,540 ETH, with a 7-day net inflow of 39,046 ETH.
Odaily News: Crypto trader Bonk Guy stated that unless tomorrow's U.S. CPI data significantly changes the market's trajectory, the short-term market may become more difficult and volatile, with on-chain market fluctuations particularly worth watching. This condition could even persist until the fourth quarter. Currently, frequently chasing new trading pairs and liquidity rotation is the operation most likely to cause capital losses. Rather than constantly switching positions, it is better to concentrate on holding your most favored assets and use pullbacks as opportunities to add positions, with particular attention to assets that have recently shown strong performance. Bonk Guy emphasized that the current market cycle is far from over, and the market may simply need to undergo a period of adjustment and digestion. Investors should not exit prematurely due to short-term fluctuations, lest they miss a potentially larger rally in the fourth quarter.
According to on-chain analyst Ai Yi, a certain ETH whale opened a position again after five months, spending 4.82 million USDT to buy 1,951 ETH at a cost of $2,469.6, and subsequently deposited it into Morpho.
Odaily News: Positron, an AI chip startup focused on designing hardware that helps AI models run faster, said it has raised $875 million at a $5 billion valuation, with the company's value surging significantly over the past six months. The round was co-led by venture capital firms NEA, Atreides Management, Valor Equity Partners, Andra Capital, analyst Dylan Patel's SemiAnalysis Capital, and Netscape co-founder Jim Clark.Positron raised $230 million in its most recent funding round in February of this year at a $1 billion valuation. Positron said it has delivered approximately 50 Atlas server racks of its previous generation to Oracle, with other customers including financial firm Jump Trading and AI company Parasail. Positron is trying to gain an edge in the crowded chip industry by bringing its chips to market as quickly as possible. (The Wall Street Journal)
Odaily reports: US stock analyst Paradis posted on X that the suspected "AI stock god" Leopold Aschenbrenner and his fund Situational Awareness appear to be making a comeback.Paradis noted that since last Friday, mysterious funds have begun intensively buying several highly concentrated massive custom AI-related options (FLEX Calls), with total premium reaching $315 million; Delta exposure of $1.1 billion; Vega of $5.8 million. Position details are as follows.- SNDK: January-expiry 2040/2200 call options — $57 million premium, $198 million Delta, $1.04 million Vega.- BE: January-expiry 250/310 call options — $48 million premium, $140 million Delta, $565,000 Vega.- INTC: January-expiry 105/115 call options — $48 million premium, $185 million Delta, $870,000 Vega.- CRWV: January-expiry 105/115 call options — $43 million premium, $160 million Delta, $770,000 Vega.- DRAM: January-expiry 65/70 call options — $43 million premium, $173 million Delta, $855,000 Vega.- SKHY: January-expiry 190/210 call options — $39 million premium, $148 million Delta, $710,000 Vega.- AMD: January-expiry 540/580 call options — $36 million premium, $193 million Delta, $1.08 million Vega.If we next see similar large block FLEX call option buy orders on MU, NBIS, and TSM, that would essentially confirm it was Leopold and his fund behind the trades.The above data comes from CBOE. Trading desks at Nomura (NMR) and Goldman Sachs (GS) currently share the same view, both believing there is a "single mysterious buyer" behind it.
According to a post by Lorenzo Valente, a cryptocurrency analyst at ARK Invest, stablecoins exhibit clear network effects. Although thousands of stablecoins exist in the market, the number of tiers quickly plateaus as the market capitalization threshold rises. What truly warrants attention today are stablecoins with a market cap exceeding $10 billion, steadily progressing toward the $100 billion and $500 billion levels.
Trader Killa published a post stating that Bitcoin's downside imbalance zone, formed during strong bull rallies, does not always get fully backfilled. Historically, such bottom-shock candles tend to remain partially unfilled. According to him, following roughly two months of sideways consolidation where Bitcoin rallied around 27% alongside approximately $60 billion worth of short liquidations, there remains no mandatory pressure to fill the lower imbalance zone beneath the current price levels.
According to on-chain analyst Yu Jin's monitoring, a whale continued to buy 544.5 BTC via cross-chain today, worth $42.43 million. Over the past two days, this whale has swapped 60.37 million USDC for 767.8 BTC through THORChain, at an average price of approximately $78,628.
According to Lookonchain monitoring, a certain whale bought another 308,600 HYPE today, worth $26 million; this whale has cumulatively bought 4.05 million HYPE, worth $322 million, and has staked all of it.
According to Arkham data, trader "NMTD8" opened a 10x leveraged long position worth $16.46 million on HYPE on Hyperliquid at an entry price of $62.52. HYPE subsequently rose 33% to $83.13, generating an unrealized profit of $4.09 million for the position. The account's total value stands at $11.34 million, with an overall unrealized P&L of $1.71 million.
Trader Bonk Guy cautioned that ahead of the fourth quarter, investors should exercise restraint regarding strategies that involve aggressively participating in new trading pairs. He recommends scaling in during pullbacks of highly certain, recently outperforming assets, rather than chasing every new narrative, to avoid depleting capital prematurely and preserving it for higher-probability opportunities.
According to disclosures from Arkham, Loracle holds a $16.3 million short position in PONS on Hyperliquid, accounting for 17.5% of PONS' total open interest. The position was established around $0.44 nine days ago and saw continued additions as PONS rallied to its all-time high of $0.97, at which point it incurred an unrealized loss exceeding $8 million. Currently, the short position has turned into an unrealized profit of $2.18 million.
CryptoQuant analyst Axel Adler Jr. stated that from August 19 to September 10, short-term Bitcoin holders (with holding periods of no more than six months) transferred a total of 549,300 BTC to exchanges. During the same period, Bitcoin's price rose from $64,000 to $78,000, up approximately 21%; after touching a local high of $81,800, it pulled back by about 4.1%, but still retained most of its gains.