聚焦 Web3 研究交流与实务讨论：数据、投研、产品、合规与市场观察。理性、高信噪比。
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Joined December 2022
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Cointelegraph Seeks Buyer as Monthly Website Visits Plunge Over 90%
According to CoinDesk, prominent crypto media outlet Cointelegraph is seeking a buyer, though the specific asking price has not been disclosed.
Reports indicate that Cointelegraph suffered a manual penalty from Google in October 2025, leading to an approximate 80% drop in organic search traffic and causing the site to briefly vanish from Google search results. Data from Similarweb shows its monthly visits have plummeted from over 12 million in December 2024 to slightly above 700,000 in early September 2026. Founded in 2013 with a workforce of over 200 employees, Cointelegraph has not yet responded to requests for comment.
Prediction Market Platform Predict.fun Teases Token, Hinting at Upcoming Launch
Prediction market platform Predict.fun posted "Soon" on X along with an image of a token featuring the letter "P," hinting at the potential launch of a native token. Official details regarding the token's name, release date, and specific tokenomics have not yet been announced.
Musk Responds to SpaceXAI Name Change Suggestion: Will Change to SpaceXSI
In response to a community user asking whether SpaceXAI could be renamed SpaceXSI, Elon Musk replied, "Yes, we will make that change."
Musk previously posted that he would stop using the term "AI" (Artificial Intelligence), stating that "SI" (Super Intelligence) is a better term to use.
Wood (Cathie Wood): Annual 99.99% Drop in AI Inference Costs May Usher in an Era of "Good Deflation"
Cathie Wood, founder of ARK Invest, stated that cost reductions driven by innovation platforms like AI will gradually filter through to the broader economy. This shift will boost productivity and corporate profitability while driving inflation down to levels lower than most investors expect—a phenomenon known as "good deflation."
According to Wood, AI inference costs are currently plunging at an annual rate of 99.99% for a given level of performance. Meanwhile, OpenAI's annualized revenue run rate has surged from $20 billion to $70 billion, demonstrating that falling costs are fueling rapid growth in demand. ARK Invest predicts that real GDP growth could reach the high single digits—a projection many view as "crazy"—and notes that interest rates might actually rise in an environment of stronger real economic growth.
Bill Ackman’s post about inflation took me back to the late 1970s, when similar concerns were everywhere. What followed was stronger growth and falling inflation, helped by the PC and software revolution. We believe today’s innovation platforms could have an even greater impact.
Most people think our forecast for high single-digit real GDP growth is crazy. I understand why. We’ve spent our lives in a roughly 3% global growth world.
But look at AI. At a fixed level of performance, inference costs are falling 99.99% a year. Yet OpenAI’s annualized revenue run rate has jumped from $20 billion to $70 billion. As prices fall, demand explodes. We’ve never seen anything like this kind of growth!
We believe those cost declines will seep into the broader economy, lifting productivity and profitability while pushing inflation much lower than most investors expect. That’s “good deflation.” Interest rates could rise in that environment because real growth is stronger.
In this month's In The Know, I respond to Bill’s concerns, explain the research behind our outlook, and examine what credit markets are telling us about the AI investment boom. Watch it here: youtu.be/4Rir6HADnT8?si=JHQv…
NEAR Intents Claims to Have Identified Hacker, Issues 48-Hour Ultimatum to Return Funds
On October 2, NEAR Intents stated that it had confirmed the identity of the individual behind the security breach that led to approximately $3.8 million in user fund losses on Thursday, granting a 48-hour deadline to return the relevant funds under a "responsible disclosure" framework.
Alex Shevchenko, General Manager of NEAR Intents, stated: "We have confirmed your identity," while also publishing three separate wallet addresses to receive Bitcoin, BNB, and Solana. "You know better than most how responsible disclosure works—this is the final opportunity to utilize this mechanism. After 48 hours, this window will close."
On Thursday, NEAR Intents suspended related services after identifying a vulnerability in how the Omni deposit and withdrawal infrastructure interacts with NEAR Intents smart contracts.
Suspected Hijacking of Flydubai Flight Prompted Emergency Scramble of Israeli Fighter Jets
According to a report by Israel's Channel 12, a Flydubai flight bound for Tel Aviv from Dubai issued emergency code 7700 followed by hijacking code 7500 earlier on Wednesday (today). Israeli Air Force fighter jets were scrambled to intercept the aircraft. After circling over Jordan, the plane—carrying approximately 180 passengers—diverted toward Saudi Arabia.
Israeli authorities currently cannot establish contact with the aircraft, and the flight is prohibited from landing in Israeli territory. Israeli Prime Minister Benjamin Netanyahu, Defense Minister Israel Katz, and Transportation Minister Miri Regev are currently holding emergency consultations regarding the incident.
A French couple was targeted at home by crypto robbers twice within six months.
On the morning of September 29, three masked armed intruders climbed over a wall and broke into a residence in Saint-Jean-de-Védas. Police acted swiftly and have arrested all three suspects. This same couple had suffered an almost identical attack earlier this year on April 11, when armed intruders broke in and engaged in a physical struggle with the homeowner.
The same address, the same modus operandi, and less than six months apart.
What does this imply? It points to either a data leak—where details of their crypto holdings and residential address became public intelligence on the dark web after the first raid—or an inside job, where failure to secure the expected haul the first time led to a second attempt with a different crew.
Crypto-related violent crimes are surging in France this year. From Péchabou to Strasbourg to Anglet, the robbers' logic is straightforward: while on-chain addresses can remain anonymous, people living in luxury homes have fixed coordinates.
When crypto wealth intersects with physical identity, a reinforced door matters more than a private key.
Ugly buildings pay higher taxes. Gaming is military training. The guy talking freedom works for the empire. What on earth did Vitalik write? A guide to Snowmoon.
$52M drained from bad debt reserves just to pump COMP. The insurance fund became the marketing budget. Absolutely shameless.
One sip for $84.7K BTC, two sips for the leverage reset. Put a 1m chart on that cup if you want real liquid heart palpitations. ☕️📈
Deflationary on paper, -23% volume in reality. The rabbit sitting in fire is surprisingly honest. ☕️🔥
Gold Suffers Rare Single-Day Plunge Unseen in Nearly Two Decades as Surging US Treasury Yields Rattle Precious Metals
Today's drop in gold prices was highly unusual.
Gold prices fell -3.4% today, marking one of the rarest single-day declines of the last two decades.
Since 2006, gold has recorded an average daily change of +0.05%, with a standard deviation of 1.19%.
Today’s selloff registered a Z-score of -2.90, placing it deep in the left tail of the distribution.
Statistically, a daily decline this extreme occurs just ~0.2% of the time, or roughly once every 2 years assuming a normal distribution.
The surge in yields is creating an extraordinary disruption across the precious metals market.
Manus 2.0 Launches: Moving Beyond Office Tools to General Agents
Manus founder Xiao Hong announced Manus 2.0, comparing Agents to "selling PCs"—built for work, but needing video and gaming capabilities to offer a full experience.
Key updates include:
1、Cascade: Self-developed Agent framework.
2、Manus Studio: A desktop app for video and game creation, enabling multiplayer gaming via cloud PCs.
3、Cue: An independent Agent equipped with its own phone number, email, payment ability, and cloud PC (its promo video was coded entirely by Cue itself).
Operationally, cloud execution ensures the Agent no longer interrupts local mouse control. Xiao Hong also confirmed that a dedicated Chinese version is currently in active preparation.
"We thought Manus would just be a footnote in the industry's evolution," Xiao Hong noted. "Now, we might have the chance to write a full chapter." Manus aims to show that Agents are not just chat boxes, but capable digital entities that code, create, play, and transact autonomously.
ZachXBT: Group Suspected of Assisting Korean Hackers is Moving Stolen Bitget Funds and Publicly Seeking Technical Support
On-chain sleuth ZachXBT disclosed that illicit actors assisting a group suspected to be North Korean hackers are publicly seeking order processing support in the public Discord server and Telegram channel of a related service provider. The laundered funds stem from the recent $387 million security breach targeting Bitget.
Investigations reveal that one individual, alias "Alias 4," was previously involved in laundering the $292 million lost in the Kelp DAO exploit earlier this year. Currently, the funds are being moved via cross-chain bridges across multiple networks and deposited into mixing services like Wasabi.
ZachXBT stated that this laundering pattern aligns closely with tactics previously attributed to the TraderTraitor hacking group. He added that he has been closely tracking these groups and plans to publish additional tracking data in the coming weeks.
BREAKING: Chinese illicit actors laundering funds from the $387M Bitget exploit on behalf of the alleged DPRK attackers are openly asking for support with orders in public Discord servers and Telegram channels of services they use.
Notably, Alias 4 (below) was also seen laundering funds from the Kelp DAO $292M exploit earlier this year.
I've observed the same pattern after multiple TraderTraitor attributed exploits, and I've closely tracked these groups. I plan to share more of my data on them in coming weeks.
Currently, funds are being chain-hopped via bridges and being deposited into mixing services such as Wasabi.
Alias 1 - Cc
Discord: cc02006
Discord ID: 1351486674386948148
Txn: F08657EFAEAE7B58217CD17A22BF4779582E5D080C2E92E173BC239A5D828363
Alias 2 - jack
Discord: jack_34808
Discord ID: 1553705721768714377
Txn: 68583D313A0CCC99F2702D61D05A242A69C86CAE09ED252B65F34B677C377F69
Alias 3 - Melon
Discord: under0346
Discord ID: 1394240539108573215
Txn 1: ABE2AEF8B10057E60F8259CA2CA2CD5D71D38D254960FEEE89CB3C95A964873F
Txn 2: 7BE290865901DEB1680A6D692A11392D1FDDACA0D31C48F26DCB249F2444BD6B
Alias 4 - lolo / Marin
TG: pvpcz
TGID: 6223514198
Discord: losern
Discord ID: 1024415186527985704
Txn: 8E935C19D00F40639B78BF1FD094FE48C92118F3E586AB52DF93851080CCCE15
Alias 5 - HELP ME
Discord: helpme031897
Discord ID: 1554035533817188384
Txn: 7C58CAD760EBBED54F2CA4D2146D056910B7B6688B4F524396DC8807353C2379
Bitget Processes BTC Withdrawals Smoothly Upon Reopening, with Initial Batch of ~6,900 Confirmed On-Chain
On September 28, Bitget reopened BTC withdrawal services as scheduled at 16:00 (UTC+8). During a community livestream, Bitget CEO Gracy shared updates on the initial phase of recovery, noting that the BTC withdrawal channel is operating smoothly, with the first batch of requests processed and credited successfully.
According to real-time data disclosed during the stream, as of 16:50 (UTC+8), the platform had processed approximately 7,683 BTC withdrawal requests, totaling around 3,609 BTC, with no backlog of orders. Among these, an initial batch of roughly 6,946 withdrawal requests has already received blockchain confirmation, and remaining applications are being processed in an orderly manner.
According to the previously announced timeline, withdrawals for ETH-related networks will reopen on September 29 at 16:00 (UTC+8), followed by USDT-related networks on September 30 at 16:00 (UTC+8). Withdrawals for other tokens, fiat services, and C2C trading will resume sequentially starting October 2 at 16:00 (UTC+8).
Bitget has begun the phased resumption of withdrawals following the security incident identified on September 24, with BTC withdrawals on the Bitcoin network started at 08:00 UTC on September 28 as scheduled.
The resumption follows additional security work across Bitget's withdrawal infrastructure.
The vulnerability has been remediated and the incident remains contained, with no further unauthorized transfers identified following containment. User account balances remain unaffected.