On-chain trading activity picked up after TSMC's earnings report, while TSM's largest long position remains in unrealized loss.

A wallet address starting with 0x7dD, traceable to Ethereum’s 2015 genesis block, made its first external transfer of 0.05 ETH (worth ~$106) at 6:04 AM Beijing Time on the 10th. The test receiving address starts with 0x1321beb8 and ends with 1A44. This address received its first ETH in the July 2015 genesis block and another 755 ETH in March 2016, with no external transfers made prior to this transaction. On-chain monitoring account Whale Alert flagged the test transfer. Within roughly three minutes of the test transfer being sent, the old wallet received multiple small ETH deposits from two addresses mimicking the target receiving address: one starting with 0x13211f, the other with 0x1321FB, both ending in 1A44. Etherscan data shows the accounts funding these two addresses are labeled “Fake_Phishing”, with the more active one sending 43 dust transfers. This tactic, called address poisoning, involves attackers inserting nearly identical addresses into target transaction records, tricking holders into copying the wrong address from recent logs and transferring large sums. At 6:20 AM Beijing Time, the new address sent 0.01 ETH, with nearly all of it returned about three minutes later. Then at 6:42 AM Beijing Time—roughly 38 minutes after the initial test transfer—the old wallet transferred 2,154.94 ETH (valued at ~$4.6 million) to the correct 0x1321beb8 address. The new address currently holds around 2,155 ETH. In January this year, Citigroup warned that address poisoning spam transactions had inflated Ethereum’s network transaction count, with many transfers worth less than $1.

Beating AI Express (Dongcha) – Renowned developer and T3 Code founder Theo has discovered that while Anthropic’s newly launched Fable 5.2 is more capable, the equivalent API usage available to subscribers is far lower. Theo has long tracked actual request data for Claude Code. According to his estimates, for the same $200 monthly Claude Ultra subscription, using Opus 5.5 yields around $15,000 in equivalent monthly API usage, while switching to Fable 5.2 only delivers about $3,000 — a difference of nearly fivefold. Anthropic also stipulates that Ultra users can allocate a maximum of 50% of their total weekly quota to Fable. Even if the full quota is not exhausted, once the Fable limit is hit, users must either switch to another model or pay extra to continue using it. Theo further estimates based on real-world workload: using Opus 5.5 exclusively for a week allows roughly 1,200 interaction rounds and 230 task sessions. If users first use up their Fable quota before switching to Opus, total interaction rounds drop to around 900, though the number of completed task sessions may be slightly higher, as Fable can sometimes finish tasks in a single turn without repeated back-and-forth communication. Fable 5.2’s API unit price is 20% lower than its predecessor, at $8 per million input tokens and $40 per million output tokens — yet it remains twice as expensive as Opus 5.5. Anthropic has explicitly warned that Fable consumes subscription quotas faster than other Claude models. Currently, Anthropic is providing eligible subscribers with 1 to 3 Fable quota reset opportunities, with the number tied to subscription duration. Each reset refunds the Fable quota consumed that week, letting users resume usage without waiting until the next week.

Bitget market data shows that Hong Kong stocks opened higher and rallied, with Zhipu surging 12.26% and Minimax rising 10.88%.

According to Lookonchain monitoring, Bitcoin mining firm MARA Holdings transferred out an additional 500 BTC today, valued at approximately $37.38 million. Since October 1, MARA has sold a total of 13,597 BTC, worth around $1.1 billion, with an average selling price of $81,039.

Bitcoin miner MARA Holdings (@MARA) transferred out another 500 $BTC ($37.38M) today. Since Oct 1, #MARA has sold a total of 13,597 $BTC ($1.1B) at an average price of $81,039.

Dongcha Beating AI Flash News: OpenAI has partnered with U.S. retro gaming hardware firm ModRetro to launch the $200 Codex Special Edition Chromatic. A retro handheld console similar to Nintendo’s Game Boy, it supports cartridge-based game play. Now, users can also create new games for the device using Codex. To do so, users only need to install the ModRetro plugin in Codex on their computer, and describe their desired game characters, maps, and gameplay. Codex will then call development tools to generate pixel art, game rules, and runnable game files. After the game is completed, users can first test it on their computer, request Codex to revise based on feedback, or connect the handheld via USB for testing. Once satisfied, they insert the included programmable cartridge into the handheld, and Codex writes the game to the cartridge. Unplugging the data cable allows independent play. Each cartridge can only hold one game at a time, but it is rewritable. Writing a new game will overwrite the old one and may erase save files. Before the first write, users need to update the handheld’s firmware and enable developer mode. OpenAI has showcased 13 games created with Codex, which users can try directly in their browser. The first batch of the co-branded handhelds is now sold out, with an official restock scheduled for November 19.