Analysis: Bitcoin's macro pressure now hinges on oil prices, with US-Iran negotiations on the Strait of Hormuz being the key factor.

AGT has surged over 100% today! 5 wallets opened 2x longs on a total of 50.17M $AGT ($1.7M) on @Aster_DEX and are now sitting on $887K in unrealized profit.

According to Yuqing Monitoring, whales and institutions that sold BTC to buy ETH continued their activity over the past day: they sold 288.9 BTC for 23.48 million USDC, then used the proceeds to purchase 9,820 ETH. Over the past five days, these entities have collectively sold 1,601.1 BTC for 132 million USDC, and in turn bought 53,095 ETH at an average price of $2,497.

Justin Sun recently discussed the potential threat of quantum computing to the crypto industry in an interview, noting, "Mathematics is extremely critical to the crypto sector, and right now everyone is focused on quantum attacks. Tron is advancing and implementing NIST (U.S. National Institute of Standards and Technology) post-quantum encryption standards to enable blockchains to resist quantum attacks. This technology is already live on the testnet, and is expected to roll out on the mainnet as early as the start of next year. Many people have severely underestimated the destructive power of Quantum Threat Day (Q-Day). Most in the crypto industry have no clue how slow the Bitcoin network’s consensus mechanism is. I’ve been part of the Bitcoin community since 2012, and the entire community’s technological progress has been very gradual. Even if the entire network clearly knows a certain disaster will strike in two years, getting the entire Bitcoin network to reach consensus and complete an upgrade in just that timeframe is an almost impossible task. Fund managers at major U.S. financial institutions like BlackRock simply haven’t spent enough time researching this issue. In their traditional mindset, this might seem like a bug in Apple’s iOS system: two minutes later, Apple releases an update patch, everyone clicks to upgrade, and the problem is fixed. But the technological evolution of public blockchains is nothing like that. These institutions have invested tens or even hundreds of billions of dollars in Bitcoin, yet they don’t actually participate in its development, don’t understand its underlying technology, and don’t care about its technical evolution—just like a fund manager who buys Apple stock won’t study iOS’s underlying code daily. Quantum Threat Day will definitely be a major headache, and the market has severely underestimated the potential devastating impact Q-Day could have on Bitcoin’s price."

According to on-chain analyst Ai Yi (@ai_9684xtpa), a whale that built up its ETH position at the peak of this bull market is nearly liquidating its holdings, with an estimated loss of $13.45 million. The address started accumulating ETH in September 2025 at the ~$4,600 peak, then added to its position as prices fell, withdrawing a total of 15,810 ETH (worth ~$63.85 million) at an average price of $4,101.85. Between October 2025 and October 2026, the address deposited 15,361.1 ETH (worth ~$49.55 million) to exchanges, with deposits executed at both a high of $4,478 and a low of $1,910.

Solana-based DeFi lending protocol Spout Finance has closed a $2 million strategic funding round, with participation from investors including Draper Dragon, Anchorage, Flow Traders, Vessel Capital, Solayer, 2Square, and Bering Waters Group, plus strategic backing from Solana Labs. The platform allows users to borrow stablecoins such as USDC by using their held tokenized US stocks as collateral, with no interest charged.

Beating AI Insight News Flash: OpenAI Product and Platform Head Tibo Sottiaux announced Day 11 of the company’s 28-day product sprint. Instead of launching new features, the team has increased computing power and adjusted backend systems to fix Codex’s frequent “Selected model is at capacity” error. Earlier, many users reported that despite having remaining subscription quotas, Codex repeatedly showed model overload, causing task interruptions. Sottiaux said the adjustment has drastically reduced such errors; even if they occur occasionally, tasks should resume automatically instead of getting stuck indefinitely.