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Cryptocurrency trader Ansem posted that frequently monitoring the market and judging price trends based on 15-minute candlesticks can easily lead to overtrading. Investors should manage their spot, perpetual contract, and high-risk on-chain trading accounts separately, and should not attempt to catch every local top and bottom, as this may harm long-term investment returns. Instead of frequent trading, it is better to study historical bull markets and observe how long upward trends typically last.The upward cycles of altcoins are usually faster, often outperforming the market for 4 to 6 months, after which new market leaders emerge, especially after a market capitalization growth of more than 10 times. However, there may be a few exceptions in this cycle: some altcoins may see significant revenue growth alongside price increases, thus their fundamentals may improve simultaneously.In past cycles, altcoins primarily peaked due to shifts in market attention and weakening momentum, but in this cycle, if some projects experience substantial changes in revenue and other data, institutional funds may continue to buy actively, and investors need to adjust their original judgments in a timely manner based on new information.In the last cycle, Bitcoin bottomed out in January 2023 and peaked in October 2025, with an upward trend lasting about 33 months. If this cycle bottomed out in July, it is currently only in the 4th month.It is believed that in a longer-term bull market, multiple "mini-bulls" led by specific altcoins will emerge, and investors need to identify these phase-strong assets and continuously reinvest profits into high-performing targets, allowing short-term winners to gradually transform into long-term investments.

According to Lookonchain monitoring, a wallet marked as associated with Andrew Tate transferred 20,950 HYPE to Binance on October 2, worth approximately 1.87 million USD.This wallet purchased 122,826.9 HYPE at an average price of 4.48 USD on November 29, 2024, investing about 550,000 USD; within two days, it sold 41,430 HYPE, with the majority of the remaining amount used for staking.Lookonchain estimates that the HYPE holdings of this address have accumulated profits of 7.24 million USD, with a return rate of 1317%. The address still holds 42,417 HYPE, valued at approximately 3.7 million USD based on the current price.

According to Arkham monitoring, a wallet suspected to be associated with the Humanity team transferred 70 million H to the cryptocurrency exchange Bybit in the past 24 hours, valued at 4.91 million USD.This wallet previously sent over 5.35 million USD worth of H to Sablier for on-chain allocation distribution. 109 days ago, this address received 2.77 billion H tokens from the project party and currently still holds over 2.6 billion H.Monitoring shows that this deposit of tokens to a centralized exchange is the first such operation by this wallet. Due to the H token's price being relatively stable over the past week, the market analyzes that this large transfer may increase the risk of subsequent price volatility.

According to Arkham monitoring, about 14 hours ago, the Trump family's cryptocurrency project World Liberty Fi marked an address that transferred 25,997,000 WLFI to the cryptocurrency exchange Gate, valued at approximately 1.41 million USD, suspected of being a sell-off.

Cryptocurrency trader Ansem posted on platform X, stating that the market has not yet fully priced in the potential of pump.fun to evolve into a similar L1 underlying infrastructure. In the future, other token issuance platforms may be built directly on top of pump.fun.Ansem pointed out that the market currently pays little attention to the creator fee sharing paid to token creators by pump.fun. This amount is close to a 1:1 ratio with the platform's revenue, meaning that for every approximately 500 million dollars in revenue generated by the platform, token creators can receive about 500 million dollars in creator fee sharing after the token completes the bonding curve phase. Therefore, the related teams have strong motivation to continue building products on pump.fun.He believes that this economic structure may be superior to traditional L1, as pump.fun can not only collect fees from various token issuance platforms but also earn fees from every token issued by these platforms. With the introduction of features like custom trading pairs and Callout Rewards, the market may gradually adopt a similar L1 logic for valuing PUMP.Ansem also stated that he is highly optimistic about the investment logic of pump.fun developing into a "super app" in this market cycle.

Bitcoin News posted on platform X that the SEC plans to propose new rules under the 1940 Act, allowing investment advisors to directly hold related assets when no qualified custodian is willing to custody Bitcoin and other digital assets.The SEC stated that traditional custodians typically refuse to custody such assets, creating a compliance gap in the existing custody framework. The proposal will initiate a 60-day public comment period after its publication in the Federal Register.

In September, long-dormant Bitcoin addresses transferred 5,419.45 BTC, worth approximately $457 million, involving 94 transactions. The amount transferred was lower than August's 6,427.59 BTC but higher than July's.Among them, wallets created in 2016 transferred 1,556.53 BTC, involving 13 transactions. Wallets created in 2013 transferred about 888.91 BTC, distributed across 26 transactions. Additionally, about 57 transfers involved Bitcoin that had been dormant for 12 to 16 years; the highest amount transferred on September 6, reaching 1,620.39 BTC.

According to CoinDesk, Iana Dimitrova, CEO of the London-based payment infrastructure company OpenPayd, told CoinDesk that the company expects to complete its merger with Titan Acquisition Corp. and go public on Nasdaq by the end of this year. The transaction is still subject to conditions such as the effectiveness of the registration statement with the U.S. Securities and Exchange Commission and approval from Titan's shareholders, with the stock ticker expected to be OP after listing. According to the announced terms, the transaction implies a valuation of OpenPayd of up to $1.1 billion.OpenPayd provides account, foreign exchange, and domestic and international payment services to businesses such as Kraken, B2C2, and OKX, and offers infrastructure for converting between fiat currencies and stablecoins, having integrated with the Circle payment network and Fireblocks payment network. Last month, the company incorporated MSB USA Inc. and its 43 state-level money transmission licenses into the group, planning to launch services for U.S. customers by April 2027.For the fiscal year ending April 30, 2026, the company reported revenue of $73 million, up from $57 million in the previous fiscal year, with EBITDA of $13 million and a net loss of $2.8 million. A company spokesperson stated that the loss was entirely due to $5.8 million in one-time transaction costs related to this merger.Dimitrova stated that the company intends to acquire businesses that can provide licenses or technology to accelerate its entry into new markets. Going public will provide funding and publicly traded stock that can be used for transactions and collaborations. The company is also considering conducting a private placement before the merger to raise growth capital.

According to data from Delphi Digital, NEAR launched NEAR Intents, achieving the highest transaction fee revenue of the year in September.Previously, NEAR set the perpetual contracts of the high-performance decentralized derivatives trading platform Hyperliquid to privacy mode by default. Users can deposit funds from other chains and participate in trading through token swaps on NEAR Intents. After the privacy feature went live, users tended to retain their funds during trading intervals, with their confidential balance exceeding 70 million dollars on the first day of launch. Delphi Digital stated that this could be an early signal of market demand converting into actual usage rates.

On October 1, Nasdaq-listed company OpenWorld, Inc. (stock ticker: OPNW) announced in Las Vegas its intention to acquire Blocksight Holdings Co. The transaction is subject to final approval by the OpenWorld board and the signing of final documents, with both parties finalizing the relevant documents. The company stated that it does not guarantee that the documents will be signed or that the transaction will be completed.Blocksight builds an artificial intelligence agent platform for putting real-world assets on-chain and continuously providing investor reports. The agent covers trade construction, asset data verification, investor introduction, daily reports, and ongoing services, operating across multiple chains and directly connecting to distribution platforms, with key decisions requiring human approval. The proposed acquisition aims to support the still-in-development OpenWorld Enterprise, allowing institutions to access, verify, and hold tokenized real-world asset opportunities, with OpenWorld potentially acting as a co-principal and co-architect.If the transaction is completed, Blocksight co-founders Patrick Kim and Peter Hong are expected to join OpenWorld to assist with technology integration. OpenWorld co-founder and CEO Matthew Shaw stated that the proposed acquisition is an important step for the company as it begins its journey as a publicly listed company and may strengthen its institutional-facing tokenized real-world asset platform foundation. The announcement was made in conjunction with the company and VerifyMe, Inc.

Illia Polosukhin, co-founder of NEAR, stated that recently the activity of developers within the ecosystem has increased and the development threshold has further lowered, focusing on what kind of applications to build and how to establish distribution channels.In this regard, he proposed a series of potential construction directions, covering AI electronic pets that combine NEAR AI on-chain verifiable reasoning with non-fungible tokens (NFTs), a universal checkout component that supports full-chain intent payments, a decentralized encyclopedia that combines prediction markets with AI-generated content, a privacy off-chain trading (OTC) market based on NEAR Intents and management of anti-liquidation lending and perpetual contracts, a cross-chain activity registration custody tool in the form of a staking deposit, privacy code review agents, enterprise equity structure management tools, Delta neutral strategy management, privacy tracking single transactions based on view keys, end-to-end encrypted medical auxiliary diagnostic systems, privacy voice transcription desktop applications, and AI benchmarking based on private test sets.Regarding product distribution, he suggested combining NEARLegion with community channels like X, achieving multi-chain wallet compatibility through Aurora Intent Connect to lower cross-chain thresholds, and actively expanding across communities and platforms like Product Hunt.

CME Group Inc. decided to suspend its plan to launch a 24/7 crude oil futures contract after facing industry opposition.Market participants are concerned that insufficient liquidity over the weekend could distort WTI crude pricing, and continuous trading would increase pressure on weekend staffing, commercial hedging, and margin calls during non-business hours.CEO Terry Duffy stated in a statement on Friday that after extensive communication, it was found that core market participants generally have concerns, believing that hastily introducing around-the-clock energy trading without conducting sufficient due diligence could lead to unforeseen consequences and bring additional risks to the market.

According to Blockworks data, Solana processed a record 14.2 billion non-voting transactions in the third quarter, an increase of 45% compared to the second quarter.

According to SEC filings, Coinbase submitted an 8-K form on October 2, disclosing that Chief Accounting Officer Jennifer Jones notified the company of her retirement decision on September 29.She will continue to serve until her successor takes over, while the company has initiated the search for a successor. This decision was not due to any disagreements with the company regarding operations, policies, or practices.

According to on-chain analyst Yu Jin's monitoring, two addresses received 40.57 million ZRO from LayerZero's strategic partner multi-signature wallet a year ago, worth 73.02 million USD.6 hours ago, these two addresses transferred 8 million ZRO to Coinbase Prime, worth 14.98 million USD.

According to on-chain analyst @ai_9684xtpa, a certain whale deposited 6,595.2 ETH into Coinbase 3 hours ago, worth approximately 17.57 million USD.Among them, 6,500 ETH were withdrawn from the exchange at an average price of 3,040.4 USD between June and August 2025, during which it once incurred a floating loss of over 9.557 million USD.The whale is suspected to have stopped loss and exited after holding ETH for about a year, expecting a loss of 2.443 million USD, with assets shrinking by 12.3%.

The Chairman of the U.S. Securities and Exchange Commission (SEC), Paul Atkins, issued a statement saying that the Commission proposed a plan this week to fill the regulatory gap regarding the custody of cryptocurrency assets by investment advisors and funds, providing a clear custody framework and compliance path for an asset class with increasing client demand.Atkins stated that the existing custody rules under the Investment Advisers Act of 1940 and the Investment Company Act of 1940 were established before the advent of the internet, primarily targeting traditional assets and requiring the use of approved custodians. The custody capabilities for new cryptocurrency assets often lag behind the launch of the assets by several months. This proposal aims to address this issue while updating the custody rules for advisors and regulated funds that have not been revised for decades to align with current industry practices and feedback.The statement noted that this proposal is part of the SEC's regulatory framework for cryptocurrency assets. Related efforts include stopping the replacement of regulation with enforcement, issuing a no-action letter regarding the pilot program for the tokenization of securities by custodial trust companies by December 2025, publishing a classification description for tokenized securities in January 2026, and subsequent initiatives regarding the securities attributes of cryptocurrency assets, broker registration, Regulation Crypto Assets, and innovative exemptions for trading tokenized NMS stocks. Atkins indicated that more regulatory proposals will be forthcoming.

According to Coinglass data, on October 3rd at 00:57, 200 million USDT was detected being transferred from Binance to an unknown wallet.

The Chief Information Security Officer of Slow Fog Security, 23pds, stated that Alex Shevchenko, the General Manager of NEAR Intents, indicated that the exploiters of the NEAR Intents vulnerability transferred 1 BNB to the recovery wallet and left a message expressing willingness to cooperate and requested the other party to provide a Signal contact.This transfer came from the same address that previously moved approximately 3.8 million USD. About an hour ago, that address also transferred 0.295 ETH on the Ethereum network and sent the same message.