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2026
FRI
10/02
06:04
Analyst: Whale Stablecoin Inflows to Binance Surge Over 40% in Just Over a Month

Odaily News: On-chain analyst Darkfost posted on X that whale inflows of single transfers exceeding $1 million in stablecoins to Binance have increased significantly recently. On a 30-day cumulative basis, the stablecoin volume transferred to Binance by this group has grown from $21.7 billion to $30.5 billion over the past month, an increase of over 40%.

Darkfost noted that stablecoin inflows to exchanges typically signal that capital is preparing to enter the market, so this shift may correspond to potential buying pressure. However, compared to October last year when inflows once exceeded $61 billion, whale capital deployment remains relatively cautious at present.

06:02
South Korean crypto exchanges' operating profit fell 78% in the first half of 2026

Odaily News: Data from the Korea Financial Intelligence Unit (KoFIU) shows that in the first half of 2026, the operating profit of South Korean cryptocurrency exchanges fell 78% compared with the previous six months. Over the same period, average daily trading volume dropped 44%, total market value declined 33%, KRW deposits fell 35%, and exchange revenue decreased 41%.

The survey covered 26 registered virtual asset service providers, including 17 exchange operators and 9 custody and wallet service providers, with the reporting period from January 1 to June 30, 2026. The number of accounts eligible for trading rose slightly by 0.4% over the same period. (Cointelegraph)

05:47
glassnode: Bitcoin's $85K sell wall has been absorbed, with reduced sell-side liquidity above

According to Odaily, glassnode posted on X that after nearly a week of multiple attempts, buyers have absorbed the sell wall near $85,000, and the remaining sell orders appear to have been withdrawn. Sell-side liquidity above Bitcoin has now decreased, and Glassnode believes this could accelerate the upward movement of BTC's price.

05:29
Odaily Morning Brief

1. NEAR Intents gives hacker 48 hours to return stolen funds;

2. Trump: U.S. government may consider taking equity stakes in OpenAI and Anthropic;

3. Robinhood executive: tokenized stock trading volume may hit SEC cap, still pursuing innovation exemption application;

4. "AI stock guru" Leopold closes out bearish options on Nvidia, AMD, etc., with Micron and SanDisk as largest long positions;

5. Broadcom reportedly plans to raise $60 billion in AI chip financing;

6. Amazon seeks to sell $8 billion worth of Nvidia chips;

7. SlowMist: Approximately 114.09 ETH stolen, Aave v3 Loop Safe Module vulnerability affects two Safe multisig wallets;

8. Bonk Guy responds to SI price drop: It's a healthy correction, $100 million market cap may be the next target.

05:24
South Korea Plans to Implement Security Tokenization Rules by 2027, Setting Capital Thresholds for Issuing Companies and Retail Trading Limits

Odaily News: South Korea's Financial Services Commission has proposed regulatory guidelines for the issuance and trading of security tokens, planning to allow stocks, bonds, funds, and certain fractionalized investment securities to be issued and circulated in token form. The related regulatory framework is scheduled to take effect on February 4, 2027.

According to the proposal, securities token issuance companies that directly manage customer accounts must have paid-in capital of at least 4 billion Korean won and be equipped with dedicated compliance and technical personnel. The revision of capital market regulations will also introduce a new license for over-the-counter bond trading and limit retail investors' annual net purchases at each OTC exchange to within 100 million Korean won.

The proposal will be open for public comment from Friday to November 11, after which it will enter the approval process. South Korea previously announced a roadmap to advance the shift of securities issuance and trading to distributed ledger infrastructure in three phases. (Cointelegraph)

04:52
Possibly influenced by its listing on Upbit, POD briefly surged over 130%

Odaily reports that Dolphin (POD) briefly surged over 130% after being listed on Upbit, now trading at $0.682 with a market cap of approximately $338 million.

On the news front, Upbit has added support for POD trading, opening KRW, BTC, and USDT markets.

04:49
“AI Stock God” Leopold Closes Out Bearish Options on Nvidia, AMD, and Others; Micron and SanDisk Are His Largest Long Positions

Odaily reports that the latest holdings of "AI Stock God" and former OpenAI researcher Leopold Aschenbrenner show his portfolio is highly concentrated in AI infrastructure, semiconductors, and computing-power-related assets. Among them, SanDisk (SNDK) and Micron (MU) are the largest long positions, accounting for 28% and 27.5% respectively. Other major holdings include Bloom Energy (BE, 9.4%), TSMC (TSM, 6.2%), and Nebius (NBIS, 6.1%). In addition, he also holds CoreWeave (CRWV), Core Scientific (CORZ), Applied Digital (APLD), Riot Platforms (RIOT), IREN, and other companies related to AI data centers, chips, and energy infrastructure.

On the options trading side, Aschenbrenner recently added call option positions with a premium scale of approximately $315 million, covering underlying assets including AMD, Bloom Energy, CoreWeave, SK Hynix, SanDisk, Intel, and the Roundhill Memory ETF (DRAM). At the same time, his previous bearish options hedges against semiconductor companies such as Nvidia, AMD, Micron, TSMC, and ASML have all been exited. In addition, his private investment portfolio includes Anthropic (approximately $5 billion), Fluidstack ($830 million), Source Foundry ($500 million), MatX ($500 million), and Physical Intelligence ($1 billion).

Disclosure information shows that the above holdings mainly come from the Q2 2026 13F filing and recent options trading data. Related information indicates that Leopold Aschenbrenner has currently removed his semiconductor sector hedge and is again increasing bullish bets on memory chip and AI computing infrastructure companies.

04:40
Over the past hour, $121 million was liquidated across the network, with short positions taking the biggest hit

Odaily reports, according to Coinglass data, that $121 million was liquidated across the network in the past hour, of which $118 million were short positions and $2.5128 million were long positions. In addition, Bitcoin liquidations totaled $88.2297 million, ranking first across the network.

04:39
Upbit Lists Dolphin (POD), Opens KRW, BTC, and USDT Trading Markets

Odaily: South Korean exchange Upbit will add support for Dolphin (POD) trading, opening three markets: KRW, BTC, and USDT.

04:30
Kinetiq terminates kPoints points mechanism and switches to paid claims, KNTQ drops 23%

Odaily reports that Kinetiq has announced the termination of the kPoints points mechanism, switching to a paid claim model. Users holding points have 10 days to participate in a token distribution of 50 million tokens at a price of $0.26 per KNTQ. If the entire allocation is subscribed, this distribution is expected to generate approximately $13 million in revenue for the project team. Following the announcement, the price of KNTQ dropped 23%.

04:29
Core Lightning warns unpatched nodes to upgrade as soon as possible

Odaily reports that the Core Lightning team, which develops the Bitcoin Lightning Network node software, is warning node operators running version 26.06.7 or earlier to upgrade to the latest version as soon as possible. The team said it has received reports of attackers targeting unpatched nodes, but did not disclose the vulnerability exploited by the attackers or the potential impact.

Core Lightning said on September 16 that it was investigating an issue that could affect experimental features and user funds, and on September 22 released version 26.06.8 to fix the vulnerability and update the software. This announcement did not state whether the previously reported attacks were related to the vulnerability fixed in this version. (Cointelegraph)

04:22
Broadcom Reportedly Plans to Raise $60 Billion in AI Chip Financing

Odaily News: According to people familiar with the matter, Broadcom's (AVGO.O) Wall Street syndicate is beginning to raise a new round of $60 billion in AI chip financing to support companies including Anthropic. Banks participating in this massive debt financing package are preparing to send syndication invitations to investors for a $42 billion Class A senior secured debt offering. Blackstone is leading a $18 billion Class B subordinated debt financing and plans to commit $9 billion through various funds under its umbrella, with the remaining portion to be syndicated.

This financing package has been in the works for several weeks. Industry insiders on Wall Street and in Silicon Valley are closely watching the deal, hoping to confirm whether investors are still willing to fund AI infrastructure expansion. Broadcom is seeking to sell more chips and other data center equipment to compete with Nvidia, while AI companies like Anthropic need increasingly more computing power. People familiar with the matter said in August that this potential deal would help companies including Anthropic obtain chips and other critical AI infrastructure.

04:20
BTC breaks through 86,000 USDT, up 2.69% in 24H
Odaily reports that according to OKX market data, BTC has broken through 86,000 USDT, now trading at 86,000.2 USDT, up 2.69% in 24H.
04:20
Polymarket's "Yamal to win 2026 Ballon d'Or" odds rise to 54%, up 9% in 24 hours

PPP prediction market tool monitoring shows that on Polymarket, the probability of "Lamine Yamal winning the 2026 Ballon d'Or" has risen to 54%, up 9% in 24 hours; the probability of Harry Kane winning the 2026 Ballon d'Or has fallen to 39%, down 4% in 24 hours.

According to the settlement rules, this market will be settled based on the final winner of the 2026 Ballon d'Or. If the 2026 Ballon d'Or winner has not been announced by 11:59 PM ET on December 31, 2026, the market will settle as "Other."

Join the PPP signal push community to stay one step ahead and seize the opportunity.

04:15
Robinhood Executive: Still Working on "Innovation Exemption" with the U.S. SEC

Odaily News: Johann Kerbrat, Senior Vice President of Crypto at Robinhood, stated during Korea Blockchain Week 2026 that the company is still working on matters related to the "innovation exemption" with the U.S. SEC to support its tokenized stock business. Kerbrat said that as tokenized stock trading scales up, its trading volume could reach the relevant cap set by the SEC. (The Block)

04:07
Amazon seeks to sell $8 billion worth of Nvidia chips

Odaily Report: Amazon (AMZN.O) is seeking to sell $8 billion worth of Nvidia (NVDA.O) chips to investors. (Financial Times)