belong

According to on-chain analyst @ai_9684xtpa's monitoring, 40 minutes ago, two newly created wallets received airdrop contracts for 4,276 LAPTOPs from Hunter Biden's Substack subscribers, then sold them for approximately $404,000 and $243,000 respectively, totaling a profit of over $647,000.On-chain data shows that there is an ETH transfer association between the two addresses. Among them, the address 0x8DA...4A18d has transferred the proceeds from the sale in USDC to the public tagged address of Safe architect FloB (@FloB_Safe).

In the latest podcast, SemiAnalysis founder Dylan Patel predicts that by 2028, OpenAI and Anthropic may account for 70% to 80% of the world's new AI computing power, with the total computing power scale potentially exceeding 100GW. Patel stated that the two companies currently account for about 30% of the world's annual new computing power, and this proportion is still rising rapidly.Patel pointed out that the business model of leading AI laboratories is changing, with a significant increase in the efficiency of AI computing power output. Currently, Anthropic's revenue per megawatt of computing power has reached about $50 million and may further rise to $100 million. This allows OpenAI and Anthropic to procure or lease computing power at high prices ranging from $25 million to $50 million per megawatt.Patel expects that global AI-related capital expenditures will reach about $11 trillion from 2024 to 2029, with over $5 trillion needing to be financed through debt. Due to the potential return on investment of AI infrastructure being far higher than that of traditional industries, tech giants may accept higher financing costs, thereby pushing up overall credit rates and squeezing the valuations of traditional assets and highly leveraged economies. Additionally, Patel believes that the new computing power may not primarily be used for providing model inference services externally, but may instead flow more towards internal research and development and self-improvement of models within AI laboratories.

According to Onchain Lens monitoring, two wallets (possibly related to the same whale) withdrew 750,400 HYPE tokens (approximately 6.04 million USD) from Coinbase.

According to on-chain analyst Yu Jin's monitoring, an address suspected to belong to miners transferred 1,019 BTC (approximately $66.42 million) to Binance 7 hours ago.This portion of BTC originated from an institutional trading platform, FalconX, received a year ago at an average price of $116,110. After being held for a year and losing 44% of its value, it began to be transferred to the exchange.

According to Lookonchain monitoring, 4 hours ago, 3 newly created wallets are suspected to belong to a certain whale, withdrawing 4,303 ETH from Kraken, worth 8.67 million dollars.

The Wall Street Journal published an article pointing out that although the GENIUS Act and the CLARITY Act are promoting the compliance of stablecoins, the essence of stablecoins still belongs to "private currency," which may pose structural risks to the financial system.The article notes that stablecoins aim to combine the stability of the US dollar with the efficiency of blockchain payments, but because they operate on fragmented, privatized infrastructure, they do not possess the unity of the traditional US dollar system. Although USDT and USDC are pegged to the dollar, their prices may still deviate from 1 dollar.In addition, there is an incentive for stablecoin issuers to enhance returns by allocating high-risk, low-liquidity assets. If the value of these related assets declines, it could trigger de-pegging and concentrated redemption risks. The article cites Chainalysis data stating that stablecoins account for 84% of illegal activities in cryptocurrency, mainly involving sanctions evasion and money laundering, while real economic payment scenarios account for less than 1%.The Wall Street Journal believes that stablecoins are replaying the path of private currency experiments from the "Free Banking Era" in 19th century America, and in the future, they may need to accept stricter regulation like banks and integrate more deeply into the central bank system.

According to Cointelegraph, the Commodity Futures Trading Commission (CFTC) submitted an amicus brief to the U.S. Court of Appeals for the Sixth Circuit in support of Kalshi's appeal in its lawsuit against Ohio, arguing that prediction markets should be under the jurisdiction of the CFTC.The CFTC pointed out that Ohio's previous request for Kalshi to cease offering sports event contracts constitutes "jurisdictional overreach." The CFTC stated that if state governments can restrict sports event contracts traded on designated contract markets (DCM), their long-term regulatory authority over event contracts, swaps, and binary options markets could be affected. The outcome of this case will also impact prediction market platforms such as Kalshi and Polymarket.

On May 5, the Hong Kong High Court approved the application of the Department of Justice to issue an injunction against 42 individuals and companies, including Chen Zhi, the founder of the Prince Group, who are suspected of operating a scam park in Cambodia, freezing a total of HKD 8.938 billion in assets. The frozen assets include deposits in bank and securities accounts, stocks, and properties. Among them, Chen Zhi's personal assets in Hong Kong exceed HKD 6.36 billion. Zhou Yun, who assists in managing his assets, has total assets exceeding HKD 2 billion, and her personal accounts hold the equivalent of HKD 15.92 million in Hong Kong dollars, euros, and Bitcoin. In addition, related personnel from the Prince Group, Hu Xiaowei and Li Tian, have approximately HKD 400 million and HKD 172 million in assets frozen, respectively. The court will reconvene on August 3 to decide whether to extend the injunction.

According to on-chain analyst Ai Yi (@ai 9684xtpa), two new addresses suspected to belong to the same person have accumulated 985.92 PAXG, worth 5.014 million USD; the accumulation times of the two addresses are close, and both have made small transfers of ETH to another new address.

According to on-chain analyst Ai Yi's monitoring, two addresses have now accumulated long positions of over 95,000 ETH, with a total value of 190 million USD, ranking first and second in Hyperliquid ETH long positions. The margin for both addresses was bridged from the Tron network to Arbitrum, and their trading methods and timing are similar, suggesting they may belong to the same whale or entity.Address 0xa5B...01D41 (0xa5B...01D41) is the largest long position in Hyperliquid ETH, having opened a long position of 60,000 ETH yesterday, valued at 120 million USD, with an opening average price of 2059.8 USD, currently facing an unrealized loss of 3.12 million USD.Address 0x6C8...D84F6 (0x6C8...D84F6) has deposited 21.798 million USDC as margin to Hyperliquid in the past 3 hours, and then opened a 20x long position of 35,164.2 ETH, valued at 70.5 million USD, with an opening average price of 2044.11 USD, currently facing an unrealized loss of 1.245 million USD.

According to monitoring by The Data Nerd, in the past 24 hours, four addresses (0xb22...3DDa, 0x7B4...D4A4, 0xbfB...6E0a, and 0x7E7...1565) that may belong to the same whale or institution transferred all their LINK holdings to a multi-signature wallet, with a total value of approximately $12.54 million.

According to on-chain analyst Ai Yi's monitoring, three addresses suspected to belong to the same whale or entity redeemed assets from Lido and Eigenlayer in the past 4 hours and exchanged them for ETH, subsequently transferring 7,653 ETH, worth 21.62 million USD, to the same Binance deposit address.These ETH were purchased at an average price of 2,476 USD between May 2023 and July 2025. If sold, it would yield a profit of 2.668 million USD, but the profit has retraced nearly 69% compared to the peak value of ETH.

According to Onchain Lens monitoring, a newly created wallet received 14,959 ETH from BitGo, worth 48.42 million dollars. The wallet likely belongs to Bitmine.

According to on-chain analyst Yu Jin's monitoring, an institution, likely Polychain Capital, accumulated 4.114 million PENDLE (worth $12.26 million) at an average price of $2.98 from March to September. All of these PENDLE were transferred to FalconX eight hours ago, but the current PENDLE price has dropped to $2.19. This means these PENDLE have incurred a loss of $3.25 million.

According to on-chain analyst @ai_9684xtpa's monitoring, the addresses 0x263...c57BF and 0x6B7...b36db, which may belong to the same entity/whale, accumulated 417,000 LINK at an average price of $22.71 between December 2024 and February 2025. After holding the tokens for 10 months, they transferred 376,000 LINK to Binance through an intermediary address, which would result in a loss of $3.99 million if sold.

Binance Alpha will launch Belong (LONG). Trading will start on November 6, 2025, at 18:00. After the trading starts, users holding at least 225 Alpha points can claim an airdrop of 175 LONG tokens on a first-come, first-served basis. If the reward pool is not fully distributed, the point threshold will automatically decrease by 5 points every 5 minutes. Claiming the airdrop will consume 15 Binance Alpha points.

Binance Alpha announced that it will launch the airdrop event for Belong (LONG) and UnifAI Network (UAI) on November 6.