Money & Markets金融投资认知

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Economic data经济数据

US private fixed investment in information processing equipment and software grew at an annualized rate of 7.3% in Q3 2026 to a record $1.77 trillion, the largest quarterly increase since Q4 1983, reflecting rapid acceleration in AI spending.

美国信息处理设备及软件私人固定投资 2026 年第三季度年化增速达 7.3%，创纪录的 1.77 万亿美元，为 1983 年第四季度以来最大季度增幅，反映 AI 支出快速扩张。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Economic data经济数据

The Kobeissi Letter reports US medical care prices have surged 132% since 2000, the largest increase among major consumer spending categories, outpacing shelter costs up 127% and food up 112%.

The Kobeissi Letter 指出，自 2000 年以来，美国医疗费用上涨 132%，在主要消费支出类别中涨幅最大，同期住房成本上涨 127%，食品价格上涨 112%。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Economic data经济数据

The Kobeissi Letter reports US retirement assets surged $3.8 trillion, or 7.9%, in Q2 2026 to a record $51.2 trillion, led by a $1.7 trillion jump in IRA assets to $19.9 trillion.

The Kobeissi Letter 报道，2026 年二季度美国退休资产激增 3.8 万亿美元（+7.9%），达到 51.2 万亿美元历史新高，其中 IRA 账户资产跳升 9.2% 至 19.9 万亿美元。

Charlie Bilello@charliebilelloWhy read it: 用途：Expert view专家观点

Charlie Bilello notes the S&P 500 has suffered 12 bear markets without a recession since 1929, including declines of 20% or more in 2018, 2022, and 2025, illustrating that stocks can crash without economic contraction.

Charlie Bilello 指出，股市并不等于经济：自 1929 年以来，标普 500 指数在没有经济衰退的情况下经历了 12 次熊市，包括 2018 年、2022 年和 2025 年各超 20% 的下跌。

Jeffrey Gundlach@TruthGundlachWhy read it: 用途：Expert view专家观点

Jeffrey Gundlach calls Anthropic's pursuit of an investment-grade bond rating "simply absurd" and says any rating agency that might grant such a rating should be investigated or shut down.

杰弗里·冈拉克表示，Anthropic 寻求投资级债券评级“荒谬至极”，并称任何可能给予此评级的评级机构都应受到调查或关闭。

Evan@StockMKTNewzWhy read it: 用途：Company news公司动态

A list of Apple's CEOs shows Tim Cook served from 2011 to 2026, with John Ternus succeeding him as the current chief executive.

据报道，苹果公司 CEO 蒂姆·库克已于 2026 年卸任，由约翰·特纳斯接任。

unusual_whales@unusual_whalesWhy read it: 用途：Policy & rules政策监管

French lawmakers approved a tax of €0.055 per gigabyte of data sent to French users by companies such as Netflix and YouTube; the levy falls on companies but could be passed on to consumers.

法国议员批准对 Netflix、YouTube 等公司征收每千兆字节 0.055 欧元的数据传输税，税由企业承担，但成本或转嫁给用户。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Risk watch风险提示

S&P Global revised its outlook on Meta to "negative," citing significant uncertainty around capital expenditure and free operating cash flow, and expecting leverage could exceed 1.0x.

标普全局将 Meta 展望调整为“负面”，理由是资本支出及自由经营现金流存在“重大不确定性”，并预计其杠杆率可能超过 1.0 倍。

unusual_whales@unusual_whalesWhy read it: 用途：Market structure市场结构

The US government borrowed a record $839 billion this week through Treasury bill and note sales, covering maturing debt repayments and additional federal deficit financing.

美国政府本周通过出售国债筹资 8390 亿美元，创历史纪录，用于偿还到期债务及为联邦赤字融资。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Market moves市场行情

The Nasdaq 100 entered a technical correction, falling 10% from its October 6 record high. Intel is down 31% on the day, its largest single-day drop since its 1971 IPO.

纳斯达克 100 指数较 10 月 6 日历史高点下跌 10%，进入技术性调整区间；英特尔单日跌幅达 31%，创 1971 年上市以来最大单日跌幅。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Company news公司动态

The Kobeissi Letter reports that Anthropic is expected to receive a "high junk" credit rating from major agencies after its IPO, which could come as soon as November, with Blackstone having told investors it likely will not achieve investment-grade status, per the FT.

据《金融时报》，Anthropic 计划最快于 11 月 IPO，黑石已告知投资者其可能获得“高收益垃圾级”信用评级，而非投资级。

unusual_whales@unusual_whalesWhy read it: 用途：Expert view专家观点

A Goldman Sachs study finds that higher AI adoption is associated with weaker employment growth and higher unemployment.

高盛研究显示，AI 普及率上升与就业增长放缓及失业率上升存在关联。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Market moves市场行情

The Kobeissi Letter lists tech stocks in bear market territory, led by AppLovin (-68%), Coinbase (-62%), CoreWeave (-60%), Arm Holdings (-55%), and Intel (-54%), among others.

科贝西快报列出科技股熊市跌幅榜：AppLovin 跌 68%、Coinbase 跌 62%、CoreWeave 跌 60%、Arm Holdings 跌 55%，英特尔跌 54%，多只个股跌幅超五成。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Market moves市场行情

More than 60% of S&P 500 components are now down 20% or more from record highs; four of the Magnificent 7 stocks are in bear market territory, with the group collectively shedding over $4 trillion in market cap.

标普 500 指数逾 60% 的成分股已从历史高点下跌超 20%，进入熊市区间；“科技七巨头”中四只股票亦跌入熊市，七股合计市值已蒸发逾 4 万亿美元。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Market moves市场行情

Bitcoin fell below $79,000 and Ether dropped below $2,250 as the technology stock selloff deepened.

随着科技股抛售加剧，比特币跌破 79,000 美元，以太坊跌破 2,250 美元。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Earnings财报解读

Reddit stock fell more than 12% after hours after reporting a weaker-than-expected daily active user count and disappointing Q4 guidance.

Reddit（$RDDT）公布日活跃用户数及第四季度业绩指引均不及预期，股价盘后下跌逾 12%。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Earnings财报解读

Intel stock fell more than 22% after hours following weaker-than-expected earnings; the company attributed the shortfall to softness in the PC market.

英特尔（$INTC）因第三季度营收不及预期，盘后股价暴跌逾 22%，公司将疲软业绩归因于 PC 市场需求低迷。

The Kobeissi Letter@KobeissiLetterWhy read it: 用途：Market moves市场行情

Amazon stock dropped more than 12% after hours on weaker-than-expected Q3 earnings, erasing over $315 billion in market cap.

亚马逊（$AMZN）公布第三季度业绩不及预期，股价盘后暴跌逾 12%，市值蒸发逾 3150 亿美元。

unusual_whales@unusual_whalesWhy read it: 用途：Earnings财报解读

Amazon reported Q3 EPS of $1.89 versus an estimate of $1.96, and revenue of $201 billion against an estimate of $202 billion, missing on both metrics.

亚马逊第三季度每股收益 1.89 美元（预期 1.96 美元），营收 2010 亿美元（预期 2020 亿美元），均低于市场预期。

unusual_whales@unusual_whalesWhy read it: 用途：Company news公司动态

DoorDash will acquire Instacart for approximately $17 billion, according to CNBC.

据 CNBC 报道，DoorDash 将以约 170 亿美元收购 Instacart。

The Wolf Of All Streets@scottmelkerWhy read it: 用途：Security alert安全警示

Gate says it has frozen two accounts linked to the Binance hacker after approximately $250,000 in deposits were flagged, and will fully cooperate with law enforcement.

Gate 表示已冻结与 Binance 黑客相关的两个账户，此前约 25 万美元存款被标记，Gate 将全力配合执法部门调查。

CZ 🔶 BNB@cz_binanceWhy read it: 用途：Security alert安全警示

CZ warns that screenshots and videos are easy to fake, identifies one circulating chat image as fake, and says he cannot verify other claims being spread online.

CZ 警告称，截图和视频容易伪造，指出流传帖子中的聊天截图系伪造，其余说法无法核实。

lookonchain@lookonchainWhy read it: 用途：On-chain data链上数据

On-chain data shows the Binance hacker sold 908,793 PROM tokens worth roughly $5 million into a nearly empty Uniswap V2 pool, receiving only 0.0316 ETH, worth about $71.

链上数据显示，币安黑客将 908,793 枚 PROM（约 500 万美元）卖入近乎空仓的 Uniswap V2 流动性池，实际仅获得 0.0316 ETH（约 71 美元）。

CZ 🔶 BNB@cz_binanceWhy read it: 用途：Expert view专家观点

CZ notes the Binance hack of $6.3 billion is the largest ever in dollar terms but not in BTC terms, pointing out Mt. Gox involved 650,000 BTC.

CZ 指出，此次$63 亿币安黑客事件按美元计是史上最大，但以比特币计远不及 Mt.Gox 的 65 万枚 BTC 损失。

Michael Saylor@saylorWhy read it: 用途：Expert view专家观点

Michael Saylor says Binance has committed its own balance sheet to making customers whole and he expects it to deliver, adding the industry will learn from the incident and emerge stronger.

Saylor 表示币安已承诺动用自有资产弥补用户损失，他预计币安将兑现承诺，并认为此次事件将推动行业加强安全建设。

lookonchain@lookonchainWhy read it: 用途：On-chain data链上数据

Lookonchain reports the Binance hacker mistakenly sent approximately $3.32 million worth of altcoins to the NEWT token contract address, making the funds unrecoverable.

链上数据显示，币安黑客误将约 332 万美元的山寨币发送至$NEWT 代币合约地址，相关资金已无法追回。

Tyler Winklevoss@tylerWhy read it: 用途：Crypto news加密动态

Tyler Winklevoss says Gemini is safe, is monitoring the situation, and is doing what it can to help Binance.

Gemini 联合创始人 Tyler Winklevoss 表示，Gemini 自身安全，正密切关注事态发展并尽力协助币安。

Brian Armstrong@brian_armstrongWhy read it: 用途：Security alert安全警示

Coinbase CEO Brian Armstrong says his team is blocking sends to compromised wallets and has reached out to Binance to offer help following the hack.

Coinbase CEO Brian Armstrong 表示，该公司正积极阻止向被攻陷钱包的转账，并已主动联系币安提供协助。

lookonchain@lookonchainWhy read it: 用途：On-chain data链上数据

On-chain data from Lookonchain shows the Binance hacker finished swapping UNI, ENA, PEPE, LINK, AAVE, ONDO and WLD into a total of 70,480 ETH worth approximately $158.25 million.

链上数据显示，币安黑客已完成抛售 UNI、ENA、PEPE、LINK、AAVE、ONDO、WLD 等代币，共换得约 70480 枚 ETH（约 1.5825 亿美元）。

zachxbt@zachxbtWhy read it: 用途：Security alert安全警示

ZachXBT reports the Arbitrum Security Council has executed a transaction to freeze approximately $30.5 million linked to the Binance exploit.

ZachXBT 披露，Arbitrum 安全委员会已执行交易，冻结来自币安黑客攻击的约 3050 万美元资产。

lookonchain@lookonchainWhy read it: 用途：On-chain data链上数据

On-chain data shows the Binance hacker is swapping PEPE, UNI, LINK and other tokens for ETH. The hacker still holds large altcoin positions including 217 million ENA worth roughly $39.5 million.

链上数据显示，币安黑客正在将持有的 PEPE、UNI、LINK 等代币兑换为 ETH，目前仍持有价值约 3,951 万美元的 ENA 及其他大量山寨币。

CZ 🔶 BNB@cz_binanceWhy read it: 用途：Security alert安全警示

CZ says the loss from the Binance hack may be higher than initially reported but confirms it will be covered.

CZ 补充称此次币安黑客攻击的损失可能高于此前数字，但承诺将全额弥补。

lookonchain@lookonchainWhy read it: 用途：On-chain data链上数据

On-chain data indicates Binance was hacked for over $5.8 billion, with $1.58 billion in USDT and $823 million in USDC — totalling roughly $2.41 billion — already frozen.

链上数据显示，币安本次黑客攻击损失逾 58 亿美元，其中 15.8 亿 USDT 与 8.23 亿 USDC（合计约 24.1 亿美元）已被冻结。

CZ 🔶 BNB@cz_binanceWhy read it: 用途：Security alert安全警示

CZ says Binance appears to have been hacked, with Tether freezing roughly $971 million and Circle freezing roughly $823 million. No longer managing Binance, CZ says as a shareholder he expects all user funds to be fully covered.

CZ 表示币安疑似遭到黑客攻击，Tether 已冻结约 9.71 亿美元、Circle 已冻结约 8.23 亿美元资产。CZ 称自己已不再管理币安，但作为股东预计用户资金将获全额赔付。

Michael Saylor@saylorWhy read it: 用途：Institutional flows机构动向

Strategy reports Q3 2026 results: $21 billion operating income described as its largest quarter ever, $21 billion raised year-to-date, and 848,517 BTC held, up 26% year-to-date.

Strategy 公布 2026 年第三季度业绩：运营收入 210 亿美元（史上最高单季），年初至今融资 210 亿美元，持有 848,517 枚比特币（较年初增长 26%）。

CZ 🔶 BNB@cz_binanceWhy read it: 用途：Security alert安全警示

CZ says the incident appears to be a front-end injection attack that substitutes a malicious transaction while displaying a legitimate one for the user to sign.

CZ 分析称，涉及 Ledger 的事件似乎是前端注入攻击，攻击者植入错误交易但向用户显示合法交易以诱导签名。

CZ 🔶 BNB@cz_binanceWhy read it: 用途：Security alert安全警示

CZ says Singapore police have reported that Ledger's supply chain in Singapore is also compromised, and urges crypto users in the country to take extra precautions.

CZ 援引新加坡警方消息称，Ledger 在新加坡的供应链同样遭到入侵，提醒当地加密用户保持警惕。

The Wolf Of All Streets@scottmelkerWhy read it: 用途：Protocol tech技术升级

Chainlink has launched 24/7 pricing for tokenized stocks, with integration into Aave loans described as coming soon.

Chainlink 宣布为代币化股票推出全天候定价服务，并将很快引入 Aave 贷款业务。

Wu Blockchain@WuBlockchainWhy read it: 用途：Security alert安全警示

Singapore police said on October 28 that some Ledger hardware wallets sold by local retailers contained malicious hardware implants capable of stealing cryptocurrency.

新加坡警方 10 月 28 日表示，在当地零售商购买的部分 Ledger 硬件钱包内含恶意硬件植入物，可窃取加密资产。

投资TALK君@TJ_ResearchWhy read it: 用途：Earnings财报解读

TJ_Research notes Reddit's management said Google no longer drives traffic to the platform as AI search reduces click-throughs to sources, while Google's own search query growth hit a five-year high but AI-mode monetization remains weak.

投资 TALK 君指出，Reddit 财报显示谷歌已无法为其带来流量，AI 搜索使用户不再点击内容来源；与此同时，谷歌搜索量同比增速创五年新高，但 AI 搜索模式变现能力偏弱。

qinbafrank@qinbafrankWhy read it: 用途：Market moves市场行情

Qinbafrank notes Intel's intraday decline of 30.22% may be a record single-day drop for any US-listed company with a market cap above $100 billion, adding that near-term sentiment appears largely exhausted but a fundamental recovery will take time.

qinbafrank 指出，英特尔当日盘中跌幅达 30.22%，或创下美股市值千亿美元以上上市公司单日盘中跌幅纪录，认为短期悲观情绪已基本释放，但基本面反转仍需时间。

qinbafrank@qinbafrankWhy read it: 用途：Earnings财报解读

Qinbafrank analyzes Amazon's Q3 results, saying revenue came in slightly below expectations largely because Prime Day was shifted to Q2 this year from Q3 last year, calling the miss a timing issue and the overall results solid despite the shortfall.

qinbafrank 解读亚马逊三季度财报：营收略低于预期，主要因 Prime Day 会员日今年提前至二季度举行（去年为三季度），属时间性因素，整体业绩“瑕不掩瑜”。

qinbafrank@qinbafrankWhy read it: 用途：Earnings财报解读

Qinbafrank reviews Intel's Q3 results, saying server data-center growth beat his expectations but a sharper-than-expected PC inventory cut is weighing heavily on Q4 profits, and data-center gains are insufficient to offset the drag at the group level.

qinbafrank 点评英特尔三季报：数据中心服务器业务增长好于预期，但 PC 客户削减采购速度超预期，大幅拖累四季度利润，数据中心增长对集团整体盈利的支撑力度也被高估。

投资TALK君@TJ_ResearchWhy read it: 用途：Earnings财报解读

Intel's Q4 revenue guidance came in at roughly $15.5B, well below the $17B consensus, with profit margins also missing expectations by about 6 percentage points.

英特尔发布第四季度营收展望约 155 亿美元，远低于市场预期的 170 亿美元，利润率预期也低于预期约 6 个百分点。

Alex_感知@Alex_perceptionWhy read it: 用途：Earnings财报解读

Muyuan Foods disclosed a Q3 net loss of 3.241 billion yuan, down 176.28% year-on-year, and a nine-month net loss of 9.319 billion yuan, down 163.05%, with the company attributing the decline to falling hog prices.

牧原股份公告显示，第三季度净利润亏损 32.41 亿元，同比下降 176.28%；前三季度净利润亏损 93.19 亿元，同比下降 163.05%，主因生猪价格下降。

Alex_感知@Alex_perceptionWhy read it: 用途：Policy & rules政策监管

Alex_感知 notes that the EU has moved up its elimination of the sub-€150 small-parcel tax exemption from the originally planned 2028 to 2025, with a flat €3 duty now applied per parcel.

Alex_感知指出，欧盟原定 2028 年取消 150 欧元以下小包裹免税政策，现已提前于 2025 年开始实施，每个包裹征收 3 欧元关税。

qinbafrank@qinbafrankWhy read it: 用途：Earnings财报解读

Qinbafrank's analysis of Google's Q3 results finds cloud unit GCP beat expectations by a wide margin, but search and YouTube ad revenue both missed, dragging down overall group revenue and profit.

qinbafrank 分析谷歌三季度财报：整体营收和利润不及预期，但云业务 GCP 大幅超预期；搜索广告和 YouTube 广告均低于预期，拖累集团整体表现。

Alex_感知@Alex_perceptionWhy read it: 用途：Market structure市场结构

Alex_感知 reports that China's bank wealth management market stands at 35 trillion yuan, with fixed-income products accounting for 96.61% of assets, mixed products over 3%, and equity products just 0.11%, as household savings migration this year has flowed mainly into bank wealth management rather than equity funds.

据 Alex_感知，中国银行理财规模达 35 万亿元，其中固收类产品占 96.61%，混合类占 3% 以上，权益类仅占 0.11%，今年居民存款搬家主要流向银行理财而非股票基金。

qinbafrank@qinbafrankWhy read it: 用途：Earnings财报解读

Qinbafrank highlights Microsoft's Q3 results, noting Azure revenue of $33.165B, up roughly $10.781B year-on-year, accounting for about 74% of Microsoft's overall revenue growth this quarter and beating the top of expectations.

qinbafrank 分析微软财报：Azure 本季收入 331.65 亿美元，同比增加约 107.81 亿美元，贡献微软集团收入同比增量约 74%，超出预期上沿。

qinbafrank@qinbafrankWhy read it: 用途：Central banks央行利率

Qinbafrank notes the Federal Reserve held rates unchanged by a 10-2 vote at its October meeting, with two members dissenting in favor of a 25bp hike; the statement upgraded the economic activity assessment from "solid" to "strong" and dropped language linking the policy action to a timely return of inflation to 2%.

qinbafrank 分析美联储 10 月议息会议：以 10 比 2 票维持利率不变，两名委员主张加息 25 个基点；声明将经济活动评价从“稳健”上调至“强劲”，并删除了“本次政策行动将帮助通胀更及时回归 2% 目标”的表述。

余烬@EmberCNWhy read it: 用途：On-chain data链上数据

On-chain analyst EmberCN reports the hacker behind the 2022 Pando Rings $22 million theft bought 7,548 ETH for 16.98 million DAI during the post-Binance-hack dip, then laundered 4,000 ETH (around $9.22 million) through Tornado Cash two hours later.

链上分析师余烬追踪：4 年前盗取 Pando Rings 约 2200 万美元资产的黑客，在币安被盗引发市场下跌后花 1698 万 DAI 买入 7548 枚 ETH，2 小时前又将其中 4000 枚 ETH（约 922 万美元）通过 Tornado Cash 转走洗钱。

BITWU.ETH 🔆@BitwuxWhy read it: 用途：Crypto news加密动态

Binance resumed phased withdrawals for 15 networks, with the damage compensation rate reaching 95%. Post-resumption net outflows totalled approximately $3.64 billion, equal to about 2.1% of total assets under management.

Binance 昨日启动分阶段恢复提现，首批 15 条网络资产已恢复，受损资产补足率升至 95%；恢复提现后平台出现约 36.4 亿美元净流出，仅占平台总管理资产的 2.1%。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Binance announced it would resume phase-one withdrawals on Nov 1 between 06:00–09:00 UTC, covering 15 currencies across 15 networks; wallets for other currencies remain under security audit.

币安宣布于 2026 年 11 月 1 日 UTC 06:00 至 09:00 恢复第一阶段提现，首批覆盖 15 条网络的 15 种币，其他钱包仍在安全审计中。

AB Kuai.Dong@_FORABWhy read it: 用途：Security alert安全警示

The FBI, Secret Service and IRS Criminal Investigation jointly confirmed North Korea's government as the perpetrator of the theft of over $6 billion from Binance, naming the operation "TraderTraitor" and noting stolen funds are being converted to Ethereum and laundered via decentralised tools and swap services.

FBI、特勤局、国税局刑事调查处联合确认朝鲜政府是此次盗取币安逾 60 亿美元资产的幕后黑手，将该行动命名为“TraderTraitor”，并观察到被盗资金正被转换为以太坊并通过去中心化工具和快速兑换服务洗钱。

余烬@EmberCNWhy read it: 用途：Security alert安全警示

On-chain analyst EmberCN noted the FBI has asked THORChain to block laundering of stolen Binance funds, and argued hackers favour THORChain because the protocol does not block proceeds of theft and earns fees from such transactions.

余烬指出 FBI 已要求 THORChain 拦截币安被盗资金的洗钱交易，并分析黑客选用 THORChain 的原因是其不拒绝被盗资金交易、从中赚取手续费。

0xSun@0xSunNFTWhy read it: 用途：Expert view专家观点

0xSun offers the view that Binance has the capacity to cover this hack without a bank-run risk, but the incident has dealt another blow to industry and user confidence, suggesting that absolute security on blockchain can no longer be taken for granted.

0xSun 认为，以币安的实力补上此次漏洞问题不大，挤兑风险较低，但事件再次打击行业和用户信心，区块链的绝对安全神话已被打破。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Yi He says Binance's SAFU fund and holdings include large amounts of BTC and ETH, and the company is currently buying back all stolen altcoins in matching amounts through OTC and on-exchange channels.

币安联创何一表示，币安 SAFU 基金及公司持仓包含大量 BTC 和 ETH，目前正通过场外及场内交易回购等量被盗山寨币。

AB Kuai.Dong@_FORABWhy read it: 用途：Crypto news加密动态

AB Kuai.Dong reports that Binance co-founders CZ and Yi He confirmed Binance holds over one billion dollars in SpaceX shares, stemming mainly from a 500-million-dollar investment in Elon Musk's Twitter acquisition in 2022. Yi He says annual revenue can cover the billions stolen.

AB 快董报道，币安创始人 CZ 及联创何一确认，币安持有逾 10 亿美元 SpaceX 股份，主要来自 2022 年为马斯克收购推特所投的 5 亿美元；何一表示被盗数十亿美元可由公司年度收入弥补。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Yi He provides a service update: deposits continue normally, and Binance expects to resume withdrawal services within 48 hours while teams work on withdrawal service enhancements and address controls.

币安联创何一更新服务状态：存款正常运营，提款服务预计 48 小时内恢复，地址管控功能正在优化。

0xAA@0xAA_ScienceWhy read it: 用途：Protocol tech技术升级

0xAA argues that EIP-7702, designed to give Ethereum EOA wallets smart contract capabilities while preserving existing addresses and keys, has exposed a serious design flaw by introducing a high-privilege authorization mechanism that can be exploited in phishing attacks.

0xAA 指出，EIP-7702 初衷是让以太坊 EOA 钱包获得智能合约钱包能力，但实际暴露了严重设计缺陷：为钓鱼攻击引入了权限极高的授权机制。

star_okx@star_okxWhy read it: 用途：Expert view专家观点

Star_OKX states that the security incidents at Bybit, Bitget, and Binance should be a wake-up call, arguing that security must be treated as a shared industry responsibility rather than a domain of commercial competition.

OKX Star_OKX 指出，Bybit、Bitget、币安相继遭黑客攻击，安全不应成为商业竞争领域，而是全行业保护用户的共同责任。

比特币橙子Trader@oragnesWhy read it: 用途：Security alert安全警示

Bitcoin Oranges Trader details the Binance hack mechanics: attackers, unable to know the real-time nonce of Binance's hot wallet, packed 50 EIP-7702 authorization signatures covering a range of consecutive nonces into a single transaction, with only one ultimately confirmed on-chain.

比特币橙子 Trader 披露，黑客因不知币安热钱包实时 nonce，在同一笔交易中塞入 50 份 EIP-7702 授权签名覆盖连续 nonce 范围，最终仅 1 份成功上链完成攻击。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Yi He announces that the Arbitrum Security Council has executed a transaction freezing approximately 30.5 million dollars linked to the Binance exploit.

币安联创何一表示，Arbitrum 安全委员会已执行交易，冻结约 3050 万美元与币安被盗事件相关资产。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Yi He states that user funds are safe, Binance will cover all hacking losses, and deposits and withdrawals are temporarily suspended while the team conducts security checks and works with law enforcement. A full post-mortem will follow.

币安联创何一确认用户资金安全，币安将承担所有被盗损失，存提款暂停，调查完成后将发布完整事后报告。

star_okx@star_okxWhy read it: 用途：Expert view专家观点

Star_OKX calls on crypto exchanges and stablecoin issuers to build an industry-wide security response mechanism with a real-time alert system for sharing information and coordinating responses when hacks occur.

Star_OKX 呼吁加密行业——包括交易所和稳定币发行方——共建行业级安全响应机制，建立实时警报系统，在黑客攻击发生时即时共享信息并协调应对。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Yi He thanks the World Liberty Fi team for freezing 27 million dollars in USD1 and approximately 48 million WLFI tokens, and says withdrawals are disabled until the security environment is confirmed safe.

币安何一感谢 World Liberty Fi 团队冻结 2700 万美元 USD1 及约 4800 万枚 WLFI，并宣布提现暂时关闭，直至安全环境得到确认。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Yi He thanks the Ripple team for promptly freezing approximately 200 million dollars in assets and states that user funds are safe.

币安何一表示，感谢 Ripple 团队迅速冻结约 2 亿美元资产，并称用户资金安全（SAFU）。

EnHeng嗯哼.Ai@EnHeng456Why read it: 用途：Security alert安全警示

EnHeng states that Binance's total theft in this incident amounts to approximately 5.6 billion dollars, attributing the breach to a private key or signing service compromise rather than a smart contract vulnerability, noting that the transactions were self-signed by Binance accounts.

链上分析人士 EnHeng 称，币安此次共被盗约 56 亿美元，安全漏洞疑似来自私钥或签名服务，而非合约漏洞，并指出相关转账均由币安账户自行签名。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Yi He thanks Tether for freezing approximately 971 million dollars and Circle for freezing approximately 823 million dollars in response to an apparent security incident at Binance.

币安何一感谢 Tether 冻结约 9.71 亿美元、Circle 冻结约 8.23 亿美元，应对疑似安全事件。

Yi He@heyibinanceWhy read it: 用途：Security alert安全警示

Binance co-founder Yi He says the company is aware of reports of a potential security issue and security teams are urgently investigating, with updates to follow via official channels.

币安联合创始人何一表示，已知悉有关潜在安全问题的报告，安全团队正在紧急调查，将通过官方渠道发布经核实的信息。

star_okx@star_okxWhy read it: 用途：Crypto news加密动态

Star_OKX comments that a combination of ICE's institutional market infrastructure, Trade[XYZ]'s on-chain innovation, and OKX's trading technology is a significant step toward bringing regulated perpetual futures to the US market.

OKX 的 Star_OKX 评论称，ICE 机构级市场基础设施、Trade[XYZ]的链上创新与 OKX 的交易技术合作，是将永续合约引入受监管美国市场的重要一步。

BITWU.ETH 🔆@BitwuxWhy read it: 用途：Expert view专家观点

BITWU.ETH reviews the trajectory of Ethereum L2s, identifying 2023 to end-2024 as the peak period and the March 2023 ARB airdrop as a key turning point, and notes a website tracking L2 history.

BITWU.ETH 回顾以太坊 L2 发展轨迹，指出 2023 年至 2024 年底为 L2 最高光阶段，2023 年 3 月 ARB 空投为重要转折点，并介绍了一个追踪 L2 历史的网站。