A wallet address that opened a QNT position seven years ago has realized profits again after a three-year gap, with a cost basis as low as $22.57.

On-chain analyst Ai Yi (known as @ai_9684xtpa) has monitored that a new address 0xc64…fC770 accumulated $4.91 million worth of ENA, totaling 18.84 million tokens, at an average entry price of $0.2607. Per HTX market data, ENA has risen 56% over the past month.

Beating AI Express: AI programming firm Cognition has rolled out significant cost reductions for its coding agent Devin. Devin can independently read, modify, test code and complete development tasks. Costs for its Fusion and Normal modes have fallen by 30% to 40%, Ultra mode by 15% to 20%, and Devin Review by up to 70%. Fusion is Devin’s multi-model collaboration mode, where more capable models handle planning and review while lower-cost models take on specific execution tasks. Cognition also optimized its execution framework this time, merging multiple commands into a single call, running independent steps in parallel, and leveraging more context caching to reduce redundant computations and model calls. Alongside the cost cuts, Cognition announced improved self-test results: on its self-built FrontierCode 1.1 Extended benchmark, Devin Fusion scored 68.8 points, with an average cost of $0.60 per task, and currently ranks first.

According to Lookonchain monitoring, whale address 0xf562 has sold off 25,001 ZEC tokens worth $37.84 million. The tokens were purchased two months ago at an average price of $425, generating a profit of over $27 million.

On-chain investigator tanuki42 stated that he has collaborated with Circle to freeze an additional approximately $211,000 in USDC linked to funds stolen from Bitget. The money launderer attempted to move the funds between EVM and Noble via CCTP, but one transfer became stuck pending on the bridge due to Noble’s side bridge limit. The team leveraged the window before the limit reset to push Circle to blacklist the target address, preventing the transfer from completing settlement. Currently, the roughly $211,000 remains stuck between Noble and Ethereum, and recovery may be pursued through legal procedures later.

The 10-year U.S. Treasury yield rebounded above 5.2% overnight, hitting its highest level since 2007 and weighing broadly on global risk assets. Bitcoin pulled back to around $83,000, while altcoins saw steeper declines. In response, Cloud, chief analyst at Huobi HTX, stated that this pullback is more of a normal retracement following a rally and does not yet mark the start of a trend reversal. Elevated U.S. Treasury yields primarily suppress valuations, with limited impact on overall liquidity; the crypto market’s own capital structure and holding costs remain intact. This current dip appears more like position squaring ahead of key economic data releases. A key risk to watch is the divergence between Bitcoin and altcoins. During periods of marginal liquidity tightening, capital tends to flow toward the most established, high-certainty top assets. Altcoins lack inflows of new capital and carry higher leverage, which amplifies their pullbacks. This divergence is likely to persist ahead of this week’s PCE and non-farm payrolls data releases. If the data comes in below expectations, altcoins will see greater upside flexibility but also higher risks; if the data exceeds expectations, Bitcoin’s relative strength will stand out more. Whether Bitcoin can stabilize at its key support level will be the main signal to determine if this retracement has ended. Note: This article does not constitute investment advice, nor is it an offer, solicitation, or recommendation for any investment product.

Ethereum treasury firm BitMine Chairman Tom Lee stated that Wall Street veteran Jim Bianco has turned bullish on U.S. Treasuries for the first time in six years, following U.S. bond yields climbing to roughly a 20-year high, and views the current level as attractive. Should U.S. bond yields begin to decline, narratives around "peak pain" yields, fiscal deficits, inflation concerns, and the Federal Reserve's hawkish stance may simultaneously soften, which could trigger a rebound in risk assets including stocks and crypto.