News linked to both this project and an event.
Odaily reports: JPMorgan Asset Management has for the first time incorporated Bitcoin into its long-term capital market assumptions, projecting an annualized return of approximately 10% for Bitcoin over the next decade, with the potential to outperform stocks, bonds, and gold. However, the forecast also assumes an annualized volatility of 55% for Bitcoin, more than three times that of U.S. large-cap stocks.JPMorgan believes that gradually improving regulatory frameworks and continued enhancements in market liquidity and price discovery mechanisms could further drive Bitcoin's acceptance in traditional financial markets. Looking ahead to the next decade, technological innovation in areas such as artificial intelligence, robotics, healthcare, and space, along with approximately $15 trillion in global capital expenditure growth, are also expected to drive economic growth and asset returns.Analysts noted that the correlation between Bitcoin and other assets is unstable, making it currently unsuitable as a diversification asset in balanced portfolios. As a result, the firm has not yet included it in its main portfolio models. If Bitcoin's volatility continues to decline and its correlation with other assets stabilizes in the future, its value for portfolio allocation could increase. (Bloomberg)
market analysts are divided on whether Bitcoin can return to $100,000 before the end of 2026.Ryan Rasmussen, Head of Research at crypto asset management firm Bitwise, believes that factors such as institutional demand through ETFs and corporate Bitcoin purchases, concerns over inflation and government debt, and an improving regulatory environment are expected to push Bitcoin to higher levels by year-end, potentially even breaking through $100,000.Adam Morgan McCarthy, Head of Research at London-based crypto trading and market data firm LO:TECH, expects Bitcoin to trade mainly in the $85,000 to $95,000 range through year-end. He noted that inflation pressures and the possibility of further rate hikes by the Federal Reserve will continue to weigh on Bitcoin's performance. U.S. consumer prices rose 0.6% month-over-month in September, with core CPI up 0.3% month-over-month, complicating the outlook for monetary policy.Luca Invernizzi, Senior Derivatives Trader at Nomura's crypto unit Laser Digital, said Bitcoin will remain primarily driven by macroeconomic factors and U.S. long-term Treasury yields in the near term. However, market leverage has been largely flushed out, and if Bitcoin effectively breaks above $90,000, it could trigger a new round of short-covering. James Butterfill, Head of Research at CoinShares, also believes that the contradiction between inflation and a weakening job market will influence the Fed's subsequent policy decisions and Bitcoin's trajectory. (CoinDesk)
Odaily News — Crypto analyst Darkfost stated that Bitcoin's Long-Term Holder (LTH) SOPR (Spent Output Profit Ratio) has climbed back above its annual average of 1.10 and continues to hold above that level.Data shows that long-term holders have realized an average return of approximately 10% over the past year. Currently, the weekly average LTH SOPR stands at 1.25, and the monthly average at 1.16, both above the annual average, indicating that long-term holders are returning to a profitable state.Darkfost noted that a similar situation also appeared at the end of the previous bear market, when the return of profits for long-term holders became one of the signals of improving market conditions. He believes that the emergence of moderate profits in the market is generally a positive factor, helping to raise investors' expectations for future market conditions.
Bitfinex Alpha's latest report indicates whether Bitcoin can reclaim the $84,500 level this week will depend on whether US CPI data alters market expectations regarding interest rates and yields, and whether spot market buying follows through. This pullback is similar to previous adjustments during the earlier recovery phase, with no significant sell-off from holders whose cost basis lies within the original trading range. However, spot buying remains the current market's weakest link. The average cost basis for Bitcoin ETF investors is approximately $84,340, and since the current price is below this level, some investors may choose to sell when the rebound approaches their cost basis. Analysis suggests that if this week's core CPI month-on-month increase is 0.2% or lower, it could dampen rate hike expectations and push yields down, creating upside room for BTC; if core CPI reaches 0.3% or higher, it may continue to suppress risk assets. BTC may consolidate in the $81,300–$84,500 range in the short term. If the price breaks through and holds firmly above $84,500 alongside strong ETF fund flows, the market could retest the early-year opening level of $87,722; if it breaks below $81,300 accompanied by persistent capital outflows, it may further decline toward the true market mean level of approximately $77,400.
Odaily News: According to Lookonchain monitoring, 3 wallets suspected to belong to the same whale deposited 2,903 ETH worth $7.22 million into Coinbase after being dormant for over 9 years. These wallets received the ETH at $9.9 nine years ago, and currently have a profit of $7.19 million, representing a 250x return.
Odaily News: According to Onchain Lens monitoring, a trader bought 3.8 million SI on Robinhood Chain at an average market cap of $1.48 million for $5,670, then sold 2.3 million SI for $42,200, and still holds 1.6 million SI, worth approximately $31,000. The trader's cumulative profit reached $67,600, with a return rate of 1,190%, of which $27,700 is unrealized profit.
According to Cointelegraph, Alex Shevchenko, General Manager of NEAR Intents, stated that the team has identified the hackers behind the previous security incident and given them a 48-hour deadline to return the stolen funds through a "responsible disclosure." NEAR Intents previously suspended its services due to a vulnerability in the interaction between the Omni deposit and withdrawal infrastructure and its smart contracts. Initial investigations revealed that approximately $3.8 million in user funds were stolen in the incident, and the team has committed to fully compensating affected users. On-chain detective ZachXBT stated that the stolen funds were subsequently transferred to KuCoin and cross-chain converted into Bitcoin.
Odaily News: NEAR Intents has stated that it has identified the attacker responsible for the loss of user funds and has demanded the return of $3.8 million within 48 hours through a "responsible disclosure" mechanism, after which the window will be closed.NEAR Intents suspended services on Thursday after discovering a vulnerability in the interaction between the Omni deposit and withdrawal infrastructure and its smart contracts. A preliminary investigation showed that the attack resulted in the theft of $3.8 million in user funds, and the platform has committed to fully compensating affected users.On-chain investigator ZachXBT disclosed that the related funds were transferred to the KuCoin exchange and subsequently bridged to Bitcoin. (Cointelegraph)
Odaily News: According to on-chain analyst Ai Yi's monitoring, an address withdrew 53,632.95 QNT from various exchanges between May 2019 and November 2022, worth $1.21 million, with a cost as low as $22.57. One hour ago, this address deposited 9,000 QNT into Coinbase and Kraken, worth $1.998 million, at a deposit price of $222.09, representing a return of 884%.
according to on-chain analyst Aunt Ai's monitoring, address 4RS3H…Ldq2Z spent $3,207 to buy 10 million PAID tokens 10 days ago, with an average cost of only $0.0003197. As PAID hit an all-time high today, the address currently has unrealized gains of approximately $437,000, representing a return on investment of over 13,493%.
Odaily News: According to on-chain analyst Aunt AI's monitoring, the whale "Set 10 Big Goals First" currently has an unrealized profit of over $12.26 million on their BTC long position, with a return rate of approximately 26.19%.They had previously stated multiple times that a market reversal trend has arrived and would maintain a long strategy. On August 28, they publicly mentioned adding to their BTC position in the $78,000 to $79,800 price range. Based on current data, the actual position is 2,206.71 BTC, worth approximately $187 million, with an average entry price of about $79,470.92.
Odaily News: Long.xyz founder Nate bought $3,800 worth of the Meme coin Artificial Inu (AI) two months ago when its market cap was $219,800, and has not sold since. The position is now worth $2.92 million, a 758x return. Nate currently holds a total of $6.38 million worth of AI, with 54% of the holdings transferred in from other addresses, including 6 million AI transferred in by HawX.
Odaily News: According to on-chain analyst Aunt Ai's monitoring, a smart money address (0xa23...CF98) accumulated 475,000 LIT at a cost of $1.56 three months ago, and withdrew tokens worth $2.257 million from Bybit in June 2026. The address deposited all its LIT to Lighter at a price of $4.75 five hours ago, achieving a 204% return over 3 months of holding; if sold, it is expected to profit $1.512 million.
Odaily reports: According to on-chain analyst Ai Yi's monitoring, an address bridged CRCL from the Robinhood network to the Arc network via Long on September 8, and subsequently invested $487.6 across three tokens: LONG, BITCOIN, and USDC. The cost basis for LONG was $0.0000136. Currently, the address has an unrealized profit of $578,000, representing a return rate of 118,483%.
According to on-chain analyst Yu Jin's monitoring, Point Farm Capital (Beqv6d...qeit) has invested a total of $1 million USDC to purchase 37.21 million STONK tokens at an average market cap of $21 million. STONK's market cap has now reached $240 million, with an unrealized profit of $10 million, approximately 10 times the invested amount.
Odaily News: According to Bitcoin News monitoring, DART stated that it and independent white-hat researchers have recovered over 50 BTC from wallets affected by the COLDCARD entropy vulnerability, completing the transfer before malicious attackers could steal the funds. DART is a digital asset recovery organization that works with white-hat researchers to protect vulnerable funds and coordinate their lawful return to owners. The white-hat researchers did not request a bounty and will return the Bitcoin to its owners.The rescued BTC has been transferred to the Crypto Recovery Trust. This trust is a dedicated statutory trust established under Wyoming state law to hold recovered digital assets and return them after confirming and verifying the legitimate owners. The trust will document the recovery process, separate the BTC from DART and researchers' funds, conduct blockchain analysis, ownership verification, and sanctions screening, and provide a lawful return process for verified owners. If ownership is disputed, or if the relevant funds involve sanctions or criminal proceedings, the BTC will be handled in accordance with applicable legal procedures. DART stated that other vulnerable assets and recovery leads are still under review.
Odaily News According to on-chain analyst Ai Yi's monitoring, Multicoin Capital has reportedly sold HYPE worth $112 million since July 28, with an estimated profit of $64.08 million, representing a return rate exceeding 134%. Between January and July of this year, the entity built a position of 4.95 million HYPE tokens from Galaxy Digital at an average price of $32.32, and subsequently appears to have taken profits in batches on exchanges. Its most recent deposit to Coinbase occurred 3 hours ago, involving approximately 150,000 HYPE tokens valued at $12.78 million.
Odaily News: Bloomberg ETF analyst Eric Balchunas stated on the X platform that store-of-value assets GLD and IBIT have returned to the list of the 10 most actively traded ETFs. After semiconductor ETFs dominated the list throughout the summer, some semiconductor ETFs have seen their rankings decline. This shift once again indicates that currency debasement trades are beginning to replace the AI boom. Semiconductor ETFs are still trading above their size levels, but not to the same extent as before.
According to on-chain analyst Ai Yi (@ai_9684xtpa), trader "Set 10 Big Goals First" (@Jason60704294) has completely stopped out and closed all additional BTC and ETH short positions. The three trades executed since this "comeback" have collectively turned into a loss, primarily representing a pullback from previously realized profits; the trader had previously disclosed cumulative gains of approximately $70 million. Specifically, profits from prior long positions reached about $20 million; the first short position incurred a loss of roughly $6.283 million; the first half of the second short position booked a confirmed loss of approximately $10.158 million, while the second half's loss remains undisclosed and is estimated at around $9 million. Based on known and estimated figures, the cumulative loss on the second short position may total approximately $19.158 million, bringing the combined loss from both short positions to roughly $25.441 million.
Odaily News, CryptoQuant analyst Axel Adler Jr. stated that as BTC rose from approximately $63,000 to $77,000 over the past 8 days, the proportion of BTC short-term holders (STH) in profit has climbed from 26.1% on August 17 to 74.9%, indicating that the majority of short-term holders have returned to a profitable state.Meanwhile, the net profit/loss indicator for short-term holders flowing to exchanges has turned positive, reaching +28,600 BTC as of August 24, surpassing the +25,000 BTC level. Axel Adler Jr. pointed out that if this indicator continues to stay above +25,000 BTC while BTC's upward momentum begins to slow, the risk of concentrated selling by short-term holders will further increase. Conversely, if the indicator falls back to near zero while BTC's price remains stable, it would suggest that potential selling pressure is easing.