0x小师妹

Everyone’s curious about how to use it, so here’s a quick explanation:

1. Tap Wallet to open the page showing your AI Agent wallet. If you don’t have one, you’ll need to create one.

2. Once it’s created, tap the scan icon in the upper-right corner. Who should you scan? It could be Grok Bot, Codex, or Binance’s own AI. Tell it: “I want to link my Binance AI Agent wallet. Give me a QR code so I can scan it to log in.”

3. After logging in, go to the Binance AI Agent wallet page and tap Settings in the upper-right corner. Set these three options:
1. Turn on Developer Mode.
2. Set suspicious transactions to “Require confirmation.”
3. Set tradable tokens to “All tokens.”

4. After changing the permissions, send some BNB to your Agent wallet. I recommend around 20–30 U. Don’t put in more than that—I’m worried beginners might not know what they’re doing and accidentally approve something that makes them lose their funds. Start with this amount and try it out for a few days.

5. Tell your AI: “Help me automatically mint all free NFTs that require a Binance Agent ID, and filter out projects that are dangerous or have vulnerabilities.”

The five steps above are the simplest way to get started. But if you actually want to make money, you’ll need to refine your strategy: How do you screen projects? How do you set up automatic selling? At what price should you sell? How do you automatically get updates on the latest project developments? There’s a lot to figure out. I stayed up all night for several nights working on it before I managed to build a semi-finished bot. It can now start generating profits automatically.

If you’d like to chat, join my chat room:

师妹Alpha × 发财聊天室 The 1 U subscription fee is to keep bots from joining and disrupting the conversation.

Ethereum spot ETFs saw $156 million in net outflows in a single day, with even the most committed buyers leading the retreat.

BlackRock’s ETHA alone saw $76.6 million in net outflows, accounting for nearly half.

Large institutions are pulling their money out, and $ETH simply can’t absorb it in the short term.

A certain address closed its 25x leveraged $ETH short position, which held 9,700 ETH, locking in a profit of $692,000 in five days.

The position, worth over $20 million and opened at an average price of $2,311.92, captured the full decline before decisively taking profits and exiting.

The closure of a large short position and the resulting buy-to-cover orders mark the end of short-term downward pressure.

Bitwise has set a long-term target price of $1.6 million for $BTC by 2036, with an expected annualized return of 34.3%.

When an asset manager projects compound returns of over 30% a year for a decade, it is essentially treating spot holdings as a long-term savings pool that captures the premium of mainstream assets.

The pace at which long-term investors absorb $BTC spot holdings will not let up.

TRM reported that of the $1.07 billion received by casinos in Sihanoukville, 64% was linked to entities on the OFAC sanctions list.

Regulators are targeting these money-laundering channels. Institutions will surely move quickly to cut ties, and OTC liquidity will tighten.

$BTC

10.31 Morning Briefing:

1. $BTC is currently at 77295.4, down 1.12% over 24 hours. After breaking below 78000, it has been moving sideways on lower volume; bulls are struggling to push it up in the short term.

2. $ETH is currently at 2245, down 0.31% over 24 hours. It moved just a few points all day, with spot buyers doing all the heavy lifting below.

3. Fed’s Musalem said another rate hike may be needed before long. The clear hawkish signal is weighing on risk appetite, and investors remain wary of a pullback in $BTC .

4. Morgan Stanley’s Bitcoin ETF saw an outflow of 1,387 BTC, worth approximately $106 million. The large institutional outflow is adding short-term selling pressure on $BTC .

$BTC At the current price of $77,352, near-term buy orders on the platform’s spot market total $14.7033 million, exceeding sell orders by $7.4597 million.

Buy orders are more than double the sell orders, indicating stronger buying interest below than selling pressure above, and giving the price upward momentum in the short term.

The bigger the waves, the more valuable the fish. Turns out, to make the big bucks, you have to take big risks.

Binance looks like a money-maker, but it lost $6.3 billion overnight—nearly RMB 40 billion. That’s more money than I could earn in eight lifetimes...

These are just paper losses. BNB took a huge hit yesterday. Besides some selling by hackers, it was also driven by cascading leveraged positions and panic selling. Binance will probably dip into its own funds to prop up the market and support BNB’s price.

Go Binance!
$BNB , keep it up!

The harder the U.S. pushes its debt onto others, the faster everyone moves away from the dollar.

In an interview, Doomberg said the U.S. is forcing its allies to shoulder U.S. debt, and central banks are changing how they think about their foreign exchange reserves.

Forcing people to buy bonds is a way of spending down your credibility. As central banks diversify their holdings, they can only turn to gold and $BTC , keeping long-term spot buying pressure firmly in place.

Capital B’s Alexandre Laizet said in an interview that France’s debt has reached 120% of GDP and that Europe needs Bitcoin.

With debt piling up like this, the fiat currency credibility game is becoming unsustainable. More and more people will see $BTC as a hedge, while spot holdings can weather declines over the medium to long term.

Binance lost approximately $6.3 billion from its hot wallet after an engineer’s computer was compromised. It has frozen $3 billion so far, limiting the actual loss to around $3.3 billion. This loss represents just over 2% of Binance’s more than $130 billion in reserve assets, roughly equivalent to six months of net profit. Binance expects withdrawals to resume within 45 hours. After the incident, Bitcoin fell only about 5% intraday, briefly touching around $76,000 before rebounding quickly. More than $1.2 billion in long positions were liquidated across the market.

The 18,000 Bitcoin included in the stolen assets are unlikely to create significant selling pressure in the short term. On-chain mixers have very limited capacity per transaction and are subject to strict monitoring. Historically, it has often taken years to launder even a small portion of large amounts of stolen Bitcoin, making these coins effectively similar to passively locked-up holdings. Although the hackers converted some altcoins into around 500,000 Ethereum, the actual selling pressure facing Bitcoin overall is far smaller than market panic would suggest.

While prices were dipping to $76,000, large buyers on over-the-counter trading platforms purchased nearly 2,000 Bitcoin within four hours, with each order for several hundred Bitcoin or more. The short-term outlook hinges on whether the price can quickly reclaim and hold above the $79,300 level. If it does, $76,000 will likely mark a short-term low. If it fails to reclaim that level and broader market conditions remain weak, Bitcoin could fall further and test the $74,000 area.

Chloe, a research columnist, noted that this week the crypto market has been hit by both expectations of macroeconomic tightening and security incidents, causing short-term risk appetite to decline.

Rising risk aversion has led to a rapid contraction in incoming capital. $BTC is likely to struggle to rise in the short term and remain in a weak, volatile range.

Today, traditional financial markets fell harder than crypto markets, and Changpeng Zhao also said $BTC really did hold up better this time.

When markets elsewhere plunged, funds didn’t follow suit and flee. Crypto held up this round.

$BTC can’t be pushed any lower; it should start moving up in the short term.

He Yi said the hacker actually withdrew ETH worth about $46 million, and the 60 million USDT held by AAVE wasn't completely frozen.

With that much money not stopped, the loan pool's bad debt will ultimately be paid for by the secondary market. If the money in the pool tries to get out, the $AAVE price will have to fall.

The latest on last night’s $6.3 billion Binance hack:

First, to be clear: the hot wallet that was attacked was managed by Binance itself. It held funds entrusted to the platform, not users’ personal wallets.

The initial investigation found that a Binance employee’s computer may have been hacked, allowing the attackers to break into Binance’s internal systems and transfer the funds out. Security firms also suspect links to a North Korean hacking group.

The incident involves around $6.3 billion, of which about $3 billion has been frozen. Binance has pledged to cover all losses with company funds and its SAFU fund.

This has also been a rare example of the crypto community coming together to help.

Tether and Circle quickly froze funds, Coinbase offered assistance, and numerous security teams joined the effort to track them down. CZ specifically mentioned that even some competitors who hadn’t had the best relationship with Binance in the past came to its aid.

Many people are guessing that the competitor might be Star Xu, given the friction between the two companies in the past. But CZ didn’t name anyone, so we shouldn’t jump to conclusions about who it was. It’s pretty rare for a competitor to set aside old grievances and help out at a critical moment.

The interaction between CZ and Elon Musk was quite dramatic, too.

Musk first replied to one of CZ’s tweets with a few teasing emojis. CZ reminded him that this wasn’t the time for jokes, then mentioned that the SpaceX-related shares he received from his early investment in Twitter are now worth more than $1 billion.

Yi He then said that Binance’s annual revenue was enough to make up for the loss, so there was no need to sell shares in a company they believed in. CZ added that he wasn’t planning to sell; he just wanted to reassure Musk.

As a woman, I also really feel for Yi. She lost a child at the start of this year after working herself too hard, and now she’s pregnant again. On top of that, she’s had to deal with such a serious security incident and stay up all night handling all kinds of issues.

A security breach involving billions of dollars is something Binance must take seriously and thoroughly review. It also needs to accept its share of responsibility.

But this time, CZ and Yi He didn’t dodge the issue, Binance clearly pledged to cover the losses, and others in the industry did their best to help. Those actions deserve recognition, too.

Anyone can praise a company when things are going smoothly. What really tests a company is whether it can take responsibility when something this serious happens.

I hope the remaining funds are recovered soon, and I hope Yi takes good care of herself and her baby. ❤️
$BNB

On-chain analyst Ember spotted a whale closing long positions in BTC and $ETH that had been held for nearly four months and were worth about $100 million, realizing $17.78 million in profit. The whale then reversed course and opened a short position of 20,000 $ETH .

After cashing out profits from a four-month-long position, the whale immediately flipped short. This massive position reversal means $ETH could face downward pressure in the short term from these 20,000 short positions.

The long whale Long Loyalist on a platform has added to his position again, placing a buy order for 9,630 units of $ETH , worth around $20 million.

His long positions are currently showing an unrealized loss of $4.63 million. He has put up 4.9 million USDC in margin, clearly determined to hold on no matter what.

Big money is choosing to provide strong support while sitting on unrealized losses, showing firm defense at the current price level of $ETH .