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Renowned trader Ansem stated in the podcast "Market Bubble" that he has recently shifted from a bullish to a bearish stance, reducing his positions and taking profits over the past few days, while also shorting a portion.Regarding stocks, Ansem believes that mainstream targets have seen significant increases, accumulating a large amount of unrealized profits, and have hardly experienced any proper corrections. Now, significant de-risking and profit-taking are starting to occur. He thinks that the U.S. stock market may be at the tail end of the macro cycle, with funds withdrawing.For the cryptocurrency market, Ansem believes that crypto performed strongly in Q3, but it may just be a counter-trend rebound rather than the beginning of a new bull market. Crypto had previously outpaced the weakness in stocks, rebounding after being oversold; if stocks continue to weaken, they may drag crypto down with them, and Bitcoin could fall back to around $70,000. He also expressed continued optimism about tokenized stocks, viewing them as a key pathway to bring more traditional capital onto the blockchain, as well as a catalyst for the next wave of real users and capital inflow, and reiterated his positive outlook on ZEC, emphasizing its privacy Bitcoin attributes.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 8.083 billion USD, with long positions totaling 3.751 billion USD, accounting for 46.41% of the holdings, and short positions totaling 4.332 billion USD, accounting for 53.59% of the holdings. The profit and loss for long positions is 79.1485 million USD, while the profit and loss for short positions is -29.6134 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of 2322.74 USD, currently showing an unrealized profit and loss of 1.9201 million USD.

According to Coinglass data, if BTC breaks through $83,770, the cumulative short liquidation intensity on mainstream CEX will reach $1.662 billion. Conversely, if BTC falls below $76,466, the cumulative long liquidation intensity on mainstream CEX will reach $880 million.

The Solana ecosystem meme coin free mika (MIKA) dropped on October 28. Its genesis address transferred approximately 500.44 million tokens to another wallet, accounting for about half of the initial supply; about 7 seconds later, that wallet sold approximately 500.83 million MIKA on PumpSwap, with the selling price temporarily dropping about 99% compared to before the sale.There are claims that the wallet nonce prevented the key holder from transferring funds, but this transfer used a normal recent blockhash, and it is currently unclear whether this sale was due to an external attack or from existing holders.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $259 million, with long positions liquidated at $103 million and short positions liquidated at $156 million. Among them, Bitcoin long positions were liquidated at $14.1235 million, Bitcoin short positions were liquidated at $43.332 million, Ethereum long positions were liquidated at $13.775 million, and Ethereum short positions were liquidated at $33.608 million.

Samsung Electronics announced its official financial report for the third quarter of 2026. The company's revenue for the quarter reached 195.3 trillion Korean won, slightly higher than the previously announced preliminary data, with an operating profit of 107.4 trillion Korean won for the third quarter. The net profit for the quarter was 75.2 trillion Korean won, falling short of market expectations of 83.6 trillion Korean won. Following the release of the financial report, Samsung Electronics' stock price briefly fell, then slightly rebounded, currently up 0.2%.The semiconductor business remains the main source of performance. The operating profit of the chip division for the third quarter was 106.5 trillion Korean won, with significant growth in the foundry business revenue. The company expects double-digit growth in this business's revenue in the fourth quarter. The display business recorded an operating profit of 1.1 trillion Korean won, while the mobile division reported an operating loss of 600 billion Korean won in the third quarter.Samsung Electronics announced that it will distribute a dividend of 4,601 Korean won per share for the third quarter, with a total dividend payout of 30 trillion Korean won. Management expects demand for memory chips to continue to expand in the fourth quarter and stated that the chip supply shortage situation will further worsen next year.

According to an exclusive report from "Du Jia," Douyin is currently testing exclusive interactive props for short drama scenes. Viewers can spend platform diamonds to send these props, which will trigger corresponding interactive effects in the short drama, allowing viewers to transition from simply "watching the drama" to paying for participation in the storyline.The report indicates that some short dramas will display entrances for props like "Iron Sand Palm · 1 Diamond" at key conflict points in the plot, with 1 diamond approximately equal to 0.1 yuan. This model opens up an interactive tipping monetization channel beyond traditional full episode unlock payments, advertisements, and short drama cards. In terms of industry background, current short drama revenue is highly concentrated among a few hit titles, putting significant pressure on small to medium projects to recoup costs, while one-time full episode payments filter out users who are only willing to make small payments. Prop payments will connect live tipping capabilities to short drama content, aiming to tap into the fragmented consumption potential of existing users.The report also warns that low-threshold props may provoke controversies related to deliberately creating conflicts and inducing consumption, requiring the platform to maintain ongoing regulation.

CryptoQuant analyst Darkfost pointed out that short-term holders of Bitcoin (STH) have been in a profitable state on average for nearly two months, with an estimated cost basis of $76,500 and a current average profit margin of about 5.5%. Compared to less than a month ago when unrealized profits averaged as high as 20%, this level has significantly narrowed.The last time short-term holders had such high profits was shortly before the peak in October 2025, so the subsequent market consolidation is not surprising. Darkfost believes that short-term holder profits are still present, and the cost basis of $76,500 remains a noteworthy support level, with short-term holders likely to intervene here to defend the average entry price.

After the Federal Reserve's interest rate decision, short-term interest rate futures rose.

JPMorgan analysts pointed out that the U.S. Treasury may increase the scale of short-term borrowing when it announces its quarterly refinancing plan next week. The net borrowing amount aimed at private investors is expected to reach $2.038 trillion this year, rising to $2.202 trillion by 2027.The issuance scale of short-term bonds is expected to grow earlier, with privately held outstanding short-term Treasury bills increasing by $401 billion in 2026 and by $991 billion in 2027.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was 181 million dollars, with long positions liquidated at 43.5073 million dollars and short positions liquidated at 138 million dollars. Among them, Bitcoin long positions were liquidated at 9.128 million dollars, Bitcoin short positions were liquidated at 49.6046 million dollars, Ethereum long positions were liquidated at 7.9552 million dollars, and Ethereum short positions were liquidated at 35.5211 million dollars.

According to Lookonchain monitoring, a certain address was created 9 days ago, deposited 1.25 million USDC, and then began shorting ETH.Since then, the address has been liquidated 13 times, with a total of 18,080 ETH, valued at 43.9 million dollars, being liquidated, resulting in a loss of 1.14 million dollars.

On October 28, storage chip manufacturer SK Hynix analyzed that software development, customer service, search, and several other fields have seen increased production efficiency and new revenue growth due to AI, driving a continuous increase in AI usage, which in turn expands infrastructure investment. A related virtuous cycle structure has already been established.SK Hynix stated that the main body of AI investment has moved beyond the initial stage of relying on a few companies and is now expanding to ordinary enterprises and national levels. It is expected that the global AI data center infrastructure market will continue to grow steadily in the future. In the short term, the storage market will be led by enterprise-level and consumer-level AI demand, while in the medium to long term, it will be driven by physical AI such as autonomous driving and robotics, with the market continuing to grow.On the supply side, SK Hynix pointed out that the difficulty of advanced process technology is continuously increasing, and the time required to build new production facilities is long. Supply has not kept pace with the growth rate of market demand, and it is expected that the supply-demand imbalance in the storage market will continue until 2030.

Deutsche Bank strategists stated that the U.S. Treasury has asked primary dealers to provide insights on changes in investor demand and the scale of future Treasury auctions, indicating a weakening demand for long-term U.S. Treasury bonds. As the Treasury faces greater financing needs, it may shorten the maturity structure of new bond issuances in the future.

According to the market information platform Liquid247.xyz, the Hyperliquid address 0xecb63c...2b00 currently holds a short position of 9,885.47 ETH, with a nominal value of 23.3238 million USD.At the time of publication, ETH is quoted at 2,359.40 USD.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 8.514 billion USD, with long positions at 3.969 billion USD, accounting for 46.62% of the total holdings, and short positions at 4.545 billion USD, accounting for 53.38%. The profit and loss for long positions is 185 million USD, while for short positions it is -154 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of 2322.74 USD, currently showing an unrealized profit and loss of -3.4753 million USD.

According to Coinglass data, in the past 24 hours, the total liquidation across the network was 149 million dollars, with long positions liquidated at 48.614 million dollars and short positions liquidated at 99.9278 million dollars. Among them, Bitcoin long positions were liquidated at 8.3188 million dollars, Bitcoin short positions at 25.7779 million dollars, Ethereum long positions at 6.5944 million dollars, and Ethereum short positions at 30.0233 million dollars.

The storage chip manufacturer SK Hynix (SKHY.O) announced that its quarterly profit increased more than sevenfold year-on-year and announced an additional shareholder return plan worth 100 trillion won (approximately 75 billion USD) to be implemented in 2026. The company reported that its operating profit for the quarter ending in September reached 83.3 trillion won, exceeding the expected 76.7 trillion won; revenue rose to 104.6 trillion won, surpassing the expected 98.3 trillion won, with both metrics hitting historical highs for a single quarter.Driven by supply constraints, the company's operating profit margin remains at historically high levels. The company stated on Wednesday that it expects the shortage of storage chips to continue until 2030. The company's analysis suggests that the increasing technical difficulty of advanced processes and the long time required to build new semiconductor factories are limiting supply expansion. The company anticipates that in the short term, the application of artificial intelligence by businesses and consumers will drive storage demand, while in the medium to long term, physical artificial intelligence applications such as autonomous driving and robotics will become the driving force for demand growth.

The trading platform Robinhood announced its third-quarter financial report, with revenue of $1.42 billion, slightly below Wall Street's expectation of about $1.43 billion; earnings per share were $0.51, lower than the expected $0.55 and also down from $0.61 in the same period last year. Net profit was $476 million, a year-on-year decrease of 14% and a quarter-on-quarter decrease of 17%. This quarter included an unrealized loss of $67 million from Robinhood Ventures Fund I, equivalent to $0.07 per share; adjusted earnings per share were $0.60, a year-on-year decrease of 3%. After the financial report was released, the stock price fell in after-hours trading, closing at about $94.61 on Tuesday, a cumulative decline of about 18% for the year.By business segment, event contract revenue increased from $156 million in the second quarter to $173 million, with customer trading volume reaching a record 16.4 billion contracts, more than seven times that of the same period last year. Cryptocurrency trading revenue rebounded from $100 million in the second quarter to $120 million, but was down 55% from $268 million in the third quarter of 2025; this quarter's cryptocurrency trading volume was $50 billion, a year-on-year decrease of 38%, with $21 billion from in-app and $29 billion from its acquired exchange Bitstamp.Robinhood narrowed its guidance for adjusted operating expenses and equity incentive costs for 2026 to $2.675 billion to $2.75 billion, lowering the previous upper limit of $2.775 billion. A few hours before the financial report was released, the company announced a partnership with Ripple to introduce the stablecoin RLUSD to Robinhood Chain and Bitstamp, with plans to launch it in-app later this year; RLUSD has a market capitalization of over $2.5 billion, and Ripple will also provide fund management software and lending services for Bitstamp traders. Robinhood Chain went live as a Layer 2 network on July 1, generating about $3.13 million in fees within 30 days as of the end of August, surpassing Ethereum and Base.