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According to monitoring data from Arkham, the Abraxas Capital marked address withdrew 1.397 million ASTER from Binance one hour ago, worth nearly 1 million dollars, and subsequently transferred this batch of tokens to Aster DEX.The inflow of funds mentioned above has attracted market attention regarding the movement of funds, but it is currently impossible to confirm the specific use of the related funds, nor can it be determined whether it belongs to institutional layout or potential token sell-off.

According to a report by North Korea Biz on October 20, Samsung Electronics' foundry division has seen its 4-nanometer process capacity nearing full load due to an increase in customer orders, while the company is also expanding efforts to attract new customers for its 5-nanometer process. The report states that contracts for the most advanced 2-nanometer process with major global tech companies are still delayed, prompting Samsung to increase the utilization rates of its relatively stable 4-nanometer and 5-nanometer processes to improve profitability.The 4-nanometer process is used for smartphone application processors, artificial intelligence semiconductors, and high-performance computing chips. The report indicates that not all chips in the expanding artificial intelligence semiconductor market require the most advanced processes; the manufacturing costs of 4-nanometer and 5-nanometer processes are relatively low while still achieving high performance, making them suitable for certain artificial intelligence inference chips and application-specific integrated circuits.Regarding the 2-nanometer process, Samsung is in discussions with major global tech companies about production contracts, but some negotiations are taking longer than originally expected. In addition to yield rates, the most advanced processes also require comprehensive verification of energy efficiency, design assets, and stable mass production capabilities, which means a longer time frame from contract signing to mass production. Samsung views the 2-nanometer process as the core growth driver for its next-generation foundry business and plans to continue using the fully surrounded gate transistor structure first introduced in the 3-nanometer process to improve energy efficiency and performance.

According to Barchart, the daily Bollinger Bands for Bitcoin have formed one of the tightest widths in the past two and a half years. This indicates that Bitcoin is "consolidating and tightening," possibly preparing for a major market movement.Bollinger Bands are a commonly used indicator in technical analysis, consisting of three lines: the middle band, which is usually the 20-day simple moving average (SMA); the upper band, which is the middle band + 2 times the standard deviation; and the lower band, which is the middle band - 2 times the standard deviation. Historical experience shows that after a significant tightening of the Bollinger Bands, a directional breakout (either upward or downward) often follows. It is common for volatility to suddenly expand from an extremely low state.

According to SoSoValue data, yesterday (Eastern Time October 19), the total net outflow of the SOL spot ETF was $6.7215 million.The SOL spot ETF with the highest net outflow yesterday was the Bitwise Solana Staking ETF (BSOL), which had a net outflow of $4.8816 million, and its historical total net inflow has reached $1.175 billion. The second was the Fidelity Solana Fund ETF (FSOL), with a net outflow of $1.8399 million, and its historical total net inflow has reached $230 million. As of the time of writing, the total net asset value of the SOL spot ETF was $1.625 billion, with a net asset ratio of 0.00%, and the historical cumulative net inflow has reached $1.551 billion.On the same day, the total net outflow of the ZEC spot ETF in the United States was $10.4472 million, while the NEAR spot ETF had a total net inflow of $5.4184 million. For ZEC, only the Zcash ETF (ZCSH) recorded a net outflow of $10.4472 million, with a historical cumulative net inflow of $15.2 million. As of the time of writing, the total net asset value of the ZEC spot ETF was $602 million, with a net asset ratio of 3.15%.For NEAR, only the Bitwise NEAR ETF (NRR) recorded a net inflow of $5.4184 million, and the historical cumulative net inflow of this fund was $88.4653 million. As of the time of writing, the total net asset value of the NEAR spot ETF was $86.9531 million, with a net asset ratio of 1.35%, and the historical cumulative net inflow was $88.4653 million.

According to the market information platform Liquid247.xyz, the current price of BTC is $82,144. The thickest order book is on Binance spot: buy orders amount to $12,534,100, and sell orders amount to $8,082,800, with buy orders exceeding sell orders by $4,445,300.The perpetual buy orders on OKX are also thicker than sell orders, but the scale is smaller than that of Binance spot. If a large buy or sell order suddenly appears, exchanges with thinner order books will be affected first, and price fluctuations will be more pronounced.

According to the market information platform Liquid247.xyz, the current price of ETH is $2,396.19. The thickest order book is on Binance perpetual: sell orders amount to $58.8583 million, buy orders amount to $53.9494 million, with sell orders exceeding buy orders by $4.9089 million.Binance spot, OKX perpetual, and Hyperliquid perpetual sell orders are also thicker than buy orders, but the scale is smaller than Binance perpetual. If a large buy or sell order suddenly appears, exchanges with thinner order books will be affected first, and price fluctuations will be more pronounced.

According to monitoring data from Arkham, a certain whale has accumulated 3 million OP in the past two weeks, with a holding value of approximately 3.855 million USD and an average purchase price of 1.285 USD, suspected to be betting on the upcoming recovery of the L2 track.As 2026 is about to end, Optimism's revenue is just slightly above 3 million USD, a year-on-year decrease of about 83.3%. Analysts believe that the significant decline in revenue may have led to Optimism currently having limited funds, which is why it has not yet been able to execute the previously approved OP buyback plan.

According to the market information platform Liquid247.xyz, the current price of BTC is $82,546. The thickest order book is on Coinbase spot: sell orders at $24,771,400, buy orders at $22,870,300, with sell orders exceeding buy orders by $1,901,100.Binance spot, OKX perpetual, and Hyperliquid perpetual sell orders are also thicker than buy orders, but the scale varies. If a large buy or sell order suddenly appears, exchanges with thinner order books will be affected first, and price fluctuations will be more pronounced.

The Zakura team, which operates the Zcash network, released a technical article stating that they plan to allocate a unique viewing key for each ZEC exchange completed through NEAR Intents, in order to block future quantum computers from exploiting public refund addresses to piece together user payment histories. NEAR Intents supports cross-chain token exchanges, and when users exchange the privacy coin ZEC for USDC, the service will publish a Zcash address for the user on the NEAR public blockchain, which will be used to return any unused ZEC.The Zcash address contains a public key generated by the wallet's viewing key, which cannot be reverse-engineered by ordinary computers, but large quantum computers running Shor's algorithm could theoretically deduce the key from the address. Zcash wallets can generate multiple seemingly unrelated addresses, but they typically share the same viewing key. Once an attacker cracks it, they can associate all payments received by the account and read the amounts and notes. Zakura's solution allocates a unique viewing key for each exchange, while the spending key remains in the user's main account. Even if the future refund address is compromised, the attacker would only be able to see payments related to that specific exchange.This design also addresses a practical issue: wallets conducting hundreds of exchanges would generate hundreds of keys, requiring each key to scan the entire Zcash chain during backup recovery. Zakura's solution is a privately queryable database that uses private information retrieval technology, so when the wallet inquires about the refund destination, the database will not know the address being queried. Zakura claims that wallets built on its open-source library (including Vizor) will be able to add this feature in the coming weeks, and hardware wallets will follow after firmware support, ahead of the January quantum-resistant payment target set by Zcash developers this month.

According to the market information platform Liquid247.xyz, the current price of ETH is $2,423.48. The largest order book is on Coinbase spot: buy orders amount to $12,179,200, and sell orders amount to $9,242,700, with buy orders exceeding sell orders by $2,936,500.The Binance spot buy orders are also thicker than sell orders, but the scale is smaller than that of Coinbase spot. If the price falls, the buy orders on Coinbase spot are relatively thicker.

Market research firms Counterpoint Research and TrendForce stated on the 18th that China's DRAM manufacturer Changxin Storage's monthly wafer production capacity is expected to expand from the current approximately 320,000 wafers to 420,000 wafers by 2027, adding about 100,000 wafers in just over a year, an increase of 31.3%.The industry expects that Changxin Storage's monthly DRAM wafer production capacity will reach 500,000 to 600,000 wafers by the end of 2028. If calculated at the upper limit of 600,000 wafers, this would be an increase of 280,000 wafers compared to the current level, an increase of approximately 87.5%.

Jack Clark, co-founder and head of public interest at the artificial intelligence company Anthropic, stated on Saturday at the International Monetary Fund and World Bank annual meeting in Bangkok that the rapid enhancement of AI capabilities will bring about more rapid transformations. The company's internal models predict that under certain conditions, by 2030, AI is expected to boost the U.S. economic output by nearly 50%. He emphasized the need for international cooperation to establish "extraordinary and stringent rules" for this technology, noting that the window for policymakers to take action is narrowing.Clark mentioned that the potential size of the U.S. GDP is expected to reach $44 trillion, currently just above $30 trillion, with this forecast based on the assumption of continued technological advancement. He warned policymakers that increasing evidence points to a "technological singularity," where the pace of AI development will exceed human control, and advancements in not only AI but the entire scientific field will accelerate in the coming years. He stated that despite recent incidents of uncontrolled AI systems escaping testing environments and breaching websites and databases, AI is still under human control, but the window for building safety measures is closing, with only a few years remaining.As Clark made these remarks, Anthropic is preparing for an IPO, expected to go public in November. Recent reports indicate that its IPO valuation expectations have been lowered to the $1.5 trillion range, down from the previous market expectation of about $2 trillion. He also mentioned that AI could serve as a force multiplier for scientific discovery, and more countries could participate in AI development by building data center computing infrastructure; AI is causing job losses in areas like call centers and customer service, while promoting employment in fields such as scientific research.

According to Reuters, earlier this month, the U.S. Department of Justice announced a deferred prosecution agreement with "Bitcoin Jesus" Roger Ver, under which his fraud and tax evasion charges will be dismissed in exchange for a payment of up to $49.9 million in fines.Roger Ver, one of the earliest Bitcoin evangelists, bought a large amount of Bitcoin in 2011 for less than $3 million. In February 2014, to avoid high tax burdens, he acquired citizenship in the Caribbean nation of Saint Kitts and Nevis and renounced his U.S. citizenship the following month. At that time, he and his companies held at least 131,000 Bitcoins, valued at over $70 million based on the price at that time. He believed that by changing his nationality, he could put an end to the high tax burden in the U.S.However, the U.S.'s stringent "exit tax" completely thwarted his plans. According to U.S. tax law, eligible expatriates must treat their global assets as if they were "sold the day before expatriation" and pay capital gains tax. Although Ver reported and paid $1.03 million in taxes, he not only failed to report his personal holdings of Bitcoin but also severely undervalued his company's assets. Ten years later, the IRS confirmed his fraudulent tax evasion (which is not subject to the statute of limitations), ultimately forcing him to pay back up to $49.9 million in taxes, fines, and interest, which is 48 times the amount he reported paying in taxes that year.

According to Arkham monitoring, the trader "KIMCHOWOO" on OpenSea spent $676,500 about 5 months ago to buy approximately 1.662 million ONDO and nearly 30,000 LINK, with the value at one point increasing to $1.084 million during the holding period.About two hours ago, the trader transferred all holdings to Binance, and if sold, would profit over $400,000.

Cryptocurrency analyst Darkfost stated that after Bitcoin encountered resistance around $87,000, the MVRV indicator has fallen below the historical 30th percentile (25.7%), indicating that the market has re-entered a transitional phase after experiencing a capitulation-style sell-off.Darkfost further pointed out that this indicator does not simply measure the ratio of Bitcoin's market value to its realized value, but rather compares the current MVRV level against the historical context of its evolution. The historical time proportion corresponding to the current valuation level is only about 25%, which still aligns with the characteristics of the market accumulation range. However, Bitcoin has moved away from the extremely undervalued range, which has historically coincided with market bottoms.

According to the market information platform Liquid247.xyz, the current price of BTC is $81,801. The thickest order book is on Coinbase spot: sell orders amount to $25.2818 million, buy orders amount to $16.654 million, with sell orders exceeding buy orders by $8.6279 million.Binance perpetual sell orders are also thicker than buy orders, but the scale is smaller than that of Coinbase spot. If a large buy or sell order suddenly appears, exchanges with thinner order books will be affected first, and price fluctuations will be more pronounced.

According to the market information platform Liquid247.xyz, the current price of ETH is $2,402.15. The thickest order book is on Binance perpetual: sell orders amount to $45.83 million, buy orders amount to $37.30 million, with sell orders exceeding buy orders by $8.52 million.The buy orders on Binance spot and Coinbase spot are also thicker than sell orders, but the scale is much smaller than that of the perpetual market. If a large buy or sell order suddenly appears, exchanges with thinner order books will be affected first, and price fluctuations will be more pronounced.

Ethereum co-founder Vitalik Buterin shared that the cost of Bitcoin mining is roughly half derived from capital expenditures on computing power equipment and the other half from electricity consumption; in contrast, the cost of AI inference is almost entirely dominated by capital expenditures on computing power. This difference reflects the distinct cost structures of the two computing businesses. Bitcoin miners need to continuously pay for electricity and determine their profit margins based on mining machine efficiency, coin prices, and network difficulty changes; AI inference, on the other hand, relies more on investments in expensive hardware like GPUs, as well as equipment utilization and computing efficiency.The industrial boundaries of both are also changing. As the demand for AI computing power grows, some Bitcoin mining companies are beginning to shift their existing electricity resources and data center facilities towards AI and high-performance computing businesses, hoping to transition from pure mining to computing infrastructure services. Some mining companies are leveraging previously allocated electricity capacity for mining to enter the AI data center market. However, transformation does not mean that cost pressures disappear: mining operations are more directly exposed to fluctuations in electricity prices and Bitcoin prices, while AI computing businesses must bear risks related to GPU procurement, depreciation, and underutilization. Both types of businesses compete for electricity and computing resources, but ultimately, profitability depends on how these resources are converted into revenue.