A derivatives contract whale aggressively shorted Bitcoin (BTC), Ethereum (ETH), and US stocks, emerging as the largest short seller across 14 US stock assets.

According to Lookonchain's monitoring, the supply of USDT on the Tron network has increased by $4 billion over the past month, reaching $94.27 billion, surpassing the total USDT supply on the Ethereum network.

Over the past month, the $USDT supply on #Tron increased by $4B to $94.27B, surpassing the total supply on #Ethereum.

Insight Beating AI Flash News: Spanish firm Multiverse Computing has officially launched Quasar 438B, a 438-billion-parameter inference model. Independent testing by Artificial Analysis gave it a score of 43, higher than Mistral Medium 3.5’s 30 points, making it the highest-scoring European model on the current ranking. However, this "European No.1" still lags far behind global leading models. On the Artificial Analysis Intelligence Index Ranking, Claude Fable 5.1 max’s inference tier has already scored 66 points. Alibaba’s Qwen3.8 27B, with only 27 billion parameters, matches Quasar’s 43 points in the low inference tier, hits 44 points in the medium tier, and even reaches 52 points in the xhigh tier. Quasar has not released its weights, and Multiverse Computing has not disclosed its model architecture, training data, or actual activated parameter count. Some community members have questioned that it is fine-tuned from other models, but official documentation explicitly lists Quasar as an "Original Model".

According to monitoring by TradingBeats, a whale address starting with 0xf517 currently holds 106.36 BTC long positions, with a position value of roughly $8.133 million. However, the total size of its public orders on both the buy and sell sides has reached approximately $158 million, nearly 20 times the value of its current holdings. The core structure of these orders indicates the whale plans to expand its position during price dips and take profits in batches as prices rise. Its buy-side support zone is concentrated between $71,111 and $75,777. The address has placed a total of 3 buy orders, planning to acquire 1,049.84 BTC for a notional value of around $76.88 million. Two of these orders—at $75,777 and $71,111—were added today, totaling roughly $51.88 million. If all orders are filled, its BTC holdings will expand to approximately 1,156 BTC. The sell-side take-profit zones have been pre-set. The address has placed two "position-reduction only" sell orders at $77,777 and $88,888, which together cover its current 106.36 BTC long positions. Additionally, it has listed 164 regular sell orders between $84,509 and $108,888, planning to sell 715.69 BTC for a notional value of about $71.37 million. If the lower buy orders are filled first, the upper sell grid will primarily be used to take profits in batches on the newly added positions. Based on current static order calculations, even if all upper take-profit sell orders are executed, the address will still hold around 334 BTC long positions, maintaining a bullish outlook. BTC is currently trading around $76,500. Its first buy order tier at $75,777 is less than 1% away from the current price, while the higher take-profit grid extends all the way to $108,888. TradingBeats’ on-chain perpetual contract and address analysis tools are now live, enabling real-time access to Hyperliquid data—from tracing addresses to analyzing whale activities, with in-depth insights available at a glance.

Grace Peters, head of global investment strategy at JPMorgan, stated that with global stocks posting their weakest September performance in history, the sustained rise in bond yields poses a key risk to global equity markets. Peters forecasts that U.S. and European equities still have room for further gains this year, but she warned that as risk events like the November U.S. midterm elections approach, stocks could still see a 5% to 8% correction. This would be a healthy pullback, not a structural market deterioration. Rising bond yields have become a top concern for stock investors. Growing market anxiety that rising oil prices will stoke inflation has pushed the 10-year U.S. Treasury yield to 4.8%, near the 5% threshold generally viewed as unfavorable for stocks; meanwhile, the 30-year U.S. Treasury yield has climbed to its highest level in 19 years. Markets are increasingly speculating that policymakers will be forced to hike interest rates, driving yields back to levels prior to when U.S. Treasury Secretary Bessent expanded repurchase operations to cap long-term borrowing costs.

Trader Bonk Guy posted that the recent price action on Robinhood Chain and BNB Chain over the past several weeks may only be a "warm-up", pointing out that similar trends usually emerge at the start of a new bull market or before the market enters a real acceleration phase. He expects the actual rally to begin in the fourth quarter, with recent gains likely being just a small segment of the overall trend. Many investors, remaining overly defensive after the bear market, have missed recent opportunities. Trading habits that shielded investors during the bear market can also cap returns in a bull market; the key is to timely recognize when the market environment has changed and adjust one’s analytical framework accordingly. He also noted that future market moves will still feature pullbacks, but in a genuine bull market, these dips are often chances to accumulate high-conviction assets. More important than predicting every short-term fluctuation is judging the market direction, positioning in advance, and giving one’s investment logic sufficient time to materialize.