🔴 Shifting U.S. Political Landscape: What Does the Midterm Election Mean for Crypto? Initially, the Republicans were leading, but now the Democrats have taken full control of the midterm elections. In other words, “We don’t want Trump.” Yet Trump doesn’t seem willing to stay silent—he’s hinted at having one final card up his sleeve, signaling further conflict. The tense U.S. political atmosphere shows no signs of easing. While it may have been inevitable that Trump would act in his characteristic unpredictable way, separately, the news is bad for the cryptocurrency market. Personally, I’m a big fan of crypto—but I also really dislike Trump. But I can’t have both. Most importantly, with political stability set to decline significantly in the coming period, the market faces a bleak future. 😞 #USMidterms #Crypto #Trump

Will Aave collapse due to bad debt? Thanks to this, Aave now holds approximately $60M in frozen USDT as collateral, and many are concerned about this. Marc Zeller commented on the matter, and his conclusion is: "Don’t worry too much." The reasoning is that USDT itself is solid collateral—even if the hacker doesn’t repay, when liquidation occurs, Aave can simply cash out the USDT. https://t.co/LUjYZfKgaw This makes sense, and the only real concern is whether Aave will later unfreeze the hacker’s deposited USDT and allow it to be cashed out. But considering Aave’s relationship with Tether, it seems likely they will—unless they classify it as hacker funds. #Binance #Hacking

Still, the one somewhat meaningful takeaway this time is: In past hacking incidents, Circle’s response was painfully slow—almost nonexistent. This time, alongside Tether, Circle acted swiftly, significantly reducing the amount of losses. It’s a silver lining in an unfortunate situation. Circle’s response to this incident deserves recognition—compared to the past, they moved much faster and greatly minimized the financial damage. #Circle #USDC #Stablecoin

Binance has announced that it will cover all losses. Still, from the user’s perspective, that’s fortunate. Of course, no one can compensate for the dumped altcoins (e.g., UNI, PEPE), but since Binance itself doesn’t seem likely to be significantly shaken, we can feel somewhat reassured... Once withdrawals reopen, at least withdraw your funds... just wait a few days. #Binance #Hack https://t.co/3triGhAMmt

Elon Musk: "Every day is a zero-day." Uploaded the same way three days ago, and again today. Zero-day vulnerability and attack: Definition: A security flaw or an attack exploiting such a flaw, occurring when software developers or system administrators are unaware of its existence or have not yet released a security patch (fix).

Anthropic ($ANT) IPO is right around the corner—S-1 filed on the 27th. Anthropic has officially announced that it has filed its S-1 with the SEC. https://t.co/VywkOkkwvm In other words, the real IPO is finally coming? They’ve clearly confirmed the ticker will be $ANT. As a result, market sentiment is riding high. In many ways, this could be an absolutely massive IPO. + Massive liquidity absorption + Will it become a new spark—or the last gasp of a bull run? Worth watching. Will Anthropic mark a new beginning—or a new holiday season? #Anthropic #ANT #IPO

CZ confirms upcoming new L1 launch—tokens will remain BNB as is. CZ has essentially acknowledged the launch of a new L1. While maintaining the BSC chain, he plans to connect all bridges and launch a high-performance blockchain with 200ms block times and 20ms confirmations. The primary use case is likely to be exchanges and high-performance dApps. But the most significant point: they won’t issue a new token—they’ll continue using BNB. Naturally, this makes sense since CZ holds the largest amount of BNB. Personally, I really like this approach: innovating with new technology while preserving the existing token. Compare that to others who keep abandoning projects, launching new ones, and minting new tokens endlessly. This shows a clear commitment to steadily growing and strengthening BNB. Other token foundations should take note and learn from this. To those who create a foundation and then issue a new token for every sub-project: reflect on this. #BNB #L1

I’m thinking of taking a break from Bitcoin for a while—MSTR is buying back its own shares. Strategy didn’t buy any Bitcoin this week. Instead, they repurchased $2.07M worth of STRC (~$205M equivalent). Lately, Strategy has been showing considerable caution when it comes to buying Bitcoin. They’re no longer making big, enthusiastic purchases like before—just nibbling in small amounts. MSCI has also announced it won’t include DAT in its indices. All of this suggests that the flywheel—once driven by selling STRC to buy Bitcoin—has somewhat collapsed. STRC is in a similar situation. As a result, it seems they’re shifting focus toward strengthening fundamentals, gradually moving toward share buybacks instead. Personally, you could call this a prudent focus on fundamentals— or, less kindly, “The flywheel broke, so let’s fix our own house first.” Even now, over a year after DATs emerged, I still don’t understand how this flywheel was ever supposed to work... #MSTR #DAT

To gauge Ethena’s future, consistently monitor the supply of USDe. Whether it’s Standard Chartered’s forecast for Ethena or Arthur Hayes’ prediction, ultimately, the core logic behind all of them is: USDe supply increases → fees → buybacks → explosive price surge. So, closely watch how much USDe supply grows by the end of this year or early next quarter. Currently, it’s in a consolidation phase—if we see USDe supply break above $5B again and set new highs, that could serve as a signal. #Ethena #ENA

🪙 (October 12, 2026) Sadly, the Coinbase Premium remains negative. Bitcoin is merely holding its breath while altcoins move. Even more concerning, the Coinbase Premium is deepening further into negative territory. Personally, unless it turns positive, I don’t expect a sustained long-term upward trend— I even wonder if, at some point, we might see a short squeeze instead... but hopefully not. (April 28, 2026) Coinbase Premium turns negative..? (https://t.co/dCJJZ6mzV1) How to Trade Safely Using the Coinbase Premium (https://t.co/cnkYJ91oEi) #BTC #CoinbasePremium #CryptoQuant