holding

According to TradingBeats monitoring, Huang Licheng reduced his long positions in ETH and BTC while increasing his long position in HYPE, bringing the total position down to 95.16 million USD. The current positions are as follows:ETH long position approximately 67.75 million USD, with an unrealized profit of approximately 1.81 million USD, opening price 2,526.46 USD;BTC long position approximately 15.02 million USD, with an unrealized loss of approximately 30,000 USD, opening price 80,923.4 USD;HYPE long position approximately 12.44 million USD, with an unrealized loss of approximately 160,000 USD, opening price 92.64 USD.

The founder and executive chairman of Bitcoin Treasury Company Strategy, Michael Saylor, has once again released information related to Bitcoin Tracker, with the caption "A little more orange".According to previous patterns, Strategy usually discloses changes in Bitcoin holdings the day after relevant news is released.

Taiyuan Chengming Technology Co., Ltd. sent a letter to Beijing Zhipu Huazhang Technology Co., Ltd., raising multiple demands regarding the alleged unauthorized upload of company data assets and trade secrets by its ZCode client, and reserving the right to pursue legal accountability. Chengming Technology pointed out that although Zhipu has publicly apologized for the "silent upload of user local repository data" and claimed to have fixed the issue, independent evidence collection revealed that the upload behavior was automatically triggered and occurred in bulk, including complete archived files such as project source code, system architecture, version control history, database passwords, cloud service credentials, and employee personal information, far exceeding the scope of collection stated in its Privacy Policy.Although the client was updated to version 3.12.3 on September 16, upload behavior was still detected in the early hours of the day Zhipu publicly apologized, raising doubts about the actual effectiveness of the "fix." At the same time, the ZCode client’s network requests pointed to a Singapore entity, while the service agreement was signed with Beijing Zhipu Huazhang, requesting clarification on the responsible party for this upload, as well as whether the data was transmitted abroad or stored overseas.Chengming Technology demanded that Zhipu respond in writing by October 10 and complete the immediate cessation of processing and thorough deletion of all uploaded data and related derivative data, caches, and backups, provide a complete list of processing situations, clarify the data's whereabouts, whether it was shared with third parties, whether it was used for model training, and whether cross-border transmission occurred, explain the management of encryption private keys and complete operation logs, clarify the exact scope of "destruction" mentioned in previous public responses, issue proof of deletion completion, provide a written commitment not to upload without authorization again, legally provide access, copying, and explanation of personal information, and designate formal communication channels, among other matters. Currently, Zhipu has not publicly responded to the aforementioned letter.

According to on-chain analyst Yu Jin's monitoring, B2 rose 120% from $0.41 to $0.9 this afternoon. It is suspected that B2's active market maker transferred 13 million B2 to Binance Alpha through multiple wallets, worth $10.44 million.This batch of B2 was withdrawn from Bitget and Gate about a month ago, when the price was $0.47, currently making a profit of $4.27 million. One of the receiving wallets is associated with the address that previously operated SIREN; Yu Jin believes that this active market maker may be the same party that previously operated SIREN, AKE, XPIN, and BTR projects.

The Nasdaq-listed Bitcoin mining company Bitdeer posted on platform X that as of the week ending September 18, its Bitcoin mining output was 287.2 BTC, and it sold 287.2 BTC during the same period, resulting in a net increase of 0 BTC, currently maintaining a zero Bitcoin position.

According to on-chain analyst Yu Jin's monitoring, a certain whale/institution that has held ETH for 3 years has taken partial profits, accumulating a profit of 66.45 million dollars, with a return rate of 29%. Three years ago, this whale/institution withdrew and hoarded 112,100 ETH from Bitfinex, which was worth 227 million dollars at that time, with the ETH price around 2030 dollars.As ETH broke through 2600 dollars, it transferred 21,200 ETH from one of its addresses to Bitfinex 2 hours ago, worth 55.93 million dollars.

According to Coinglass data, the total contract open interest for ETH has increased by 5.32% in the past 24 hours, with the current total open interest at 33.08 billion USD. Among them, Binance has an open interest of 9.126 billion USD, OKX has an open interest of 1.8 billion USD, Bybit has an open interest of 2.334 billion USD, and Gate has an open interest of 3.103 billion USD.

According to Arkham monitoring, the Ethereum Foundation transferred approximately 2.45 million dollars worth of ETH to an unmarked Gnosis Safe multi-signature wallet. It is currently unclear whether the wallet is controlled by the foundation.The Ethereum Foundation address still holds approximately 235.46 million dollars worth of ETH and 23 million dollars worth of USDC.

Bankless co-founder David Hoffman announced on May 21 that he had liquidated his ETH holdings and subsequently bought VVV, NEAR, ZEC, HYPE, and LIT, disclosing some entry prices: "NEAR at approximately $1.40, HYPE at approximately $45, ZEC at approximately $560, LIT at approximately $1.35."According to Gate market data, LIT is currently priced at $5.02, an increase of about 272% from the entry price; ZEC is currently priced at $1512.42, an increase of about 170%; NEAR is currently priced at $3.49, an increase of about 149%; HYPE is currently priced at $86.51, an increase of about 92%. Hoffman did not disclose the specific entry price for VVV, but if estimated at the May 21 price of $15.99, it is currently priced at $25.27, an increase of about 58%; during the same period, ETH rose from approximately $2127.47 to $2473.23, an increase of about 16%. The five altcoins he allocated significantly outperformed ETH during the same period.

According to the information released by the SEC, Robinhood (HOOD) Chief Financial Officer Verma Shiv sold 11,472 shares of the company's stock at an average price of $110.42 per share on September 15, for a total value of approximately $1.2668 million. After the transaction, his direct holdings decreased to 56,858 shares.

On-chain analytics firm Glassnode stated that publicly listed companies have only increased their holdings by 5,900 bitcoins in the past three months, while in July 2025, the monthly increase reached 89,000 bitcoins.The spot price is slightly below its average cost basis of $80,500, and corporate buyers are facing moderate unrealized losses, while the new demand provided is limited.

According to a report by the Korean News Agency, the stock exchange transaction between Upbit's parent company Dunamu and NAVER Pay, a subsidiary of South Korean internet giant NAVER, may have uncertainties. Data disclosed by the Legislative Investigation Office of the Korean National Assembly indicates that the related transaction may simultaneously face the minimum shareholding ratio for subsidiaries stipulated by the Fair Trade Act, as well as the maximum shareholding ratio limit for major shareholders of virtual asset exchanges.Currently, NAVER Pay does not seem to belong to a holding company, but if it becomes a holding company in the future and includes the exchange as a subsidiary, there may be a situation where two conflicting shareholding standards apply simultaneously, necessitating an adjustment of the governance structure. The Korean Fair Trade Act stipulates that a holding company's shareholding ratio in listed subsidiaries must not be less than 30%, and for non-listed subsidiaries, it must not be less than 50%; for venture capital holding companies, it is 20%. Additionally, the second phase of discussions on South Korean virtual asset legislation also involves setting a shareholding limit for major shareholders of exchanges to reduce the concentration of control and the risk of conflicts of interest among specific shareholders.

According to Onchain Lens monitoring, a certain HYPE whale sold $27.45 million worth of HYPE spot today and has been reducing its HYPE short position.The trader currently still holds a short position of 369,130 HYPE (approximately $30.23 million) and 343,640 HYPE spot (approximately $28.11 million). The 30-day profit and loss is a loss of $5.82 million, and the total profit and loss is a loss of $6.79 million.

CoinGlass data shows that due to the overnight announcement of the interest rate hike decision by the Federal Reserve, the prices of gold and silver once plunged about 3% from their intraday highs and are currently still in a downward trend. Tether Gold (XAUT) is currently priced at $4,281.15, with a 24-hour decline of 0.77%; silver (XAG) is currently priced at $63.41, with a 24-hour decline of 1.78%. During the period of significant market fluctuations, the trading volume of Gate precious metal contracts surged: the trading volume of Gate silver contracts reached $253 million in 24 hours, ranking second in the industry; the holding amount of Gate XAUT gold is approximately $127 million, also ranking second in the industry.

The latest report from the on-chain data analysis platform Glassnode, titled "The Week Onchain," shows that in 2026, publicly listed companies only increased their holdings by about 5,900 BTC, which is less than 7% of the single-month increase in July 2025 (89,000 BTC). Currently, corporate treasuries are overall in an unrealized loss state, with an average cost basis of $80,500, which is about 6% higher than the spot price.Glassnode pointed out that in 2026, Bitcoin's price attempted to recover this cost level only twice, both of which were unsuccessful. "Buyers who stop buying and hold onto unrealized losses cannot provide support; recovering $80,500 is necessary for corporate treasuries to return to profitability and eliminate a layer of supply pressure above." Meanwhile, the Federal Reserve implemented its first interest rate hike since July 2023 on Wednesday, which may initiate a tightening cycle and put pressure on liquidity in the cryptocurrency market.The U.S. spot Bitcoin ETF saw a net outflow of $462.7 million over five trading days ending September 11, reversing the trend of net inflows over the previous three weeks. Bitcoin's realized market cap has started to decline since September 15, currently around $1.069 trillion, indicating a lack of new buying interest at the current price level. Strategy, a business intelligence company holding the world's largest Bitcoin treasury, completed its latest increase at the end of August, purchasing 4,603 BTC, with a cost basis of $75,412 for its 845,050 BTC holdings.

H100 Group announced that the company's CEO Eirik Grøttum purchased 407,163 shares of H100 stock through the affiliated company Kode Oslo AS, for a total amount of approximately 621,900 Swedish Krona, at an average price of 1.53 Swedish Krona per share.After the transaction, companies associated with Grøttum collectively hold 5,399,464 shares of H100. H100 is a Swedish technology company listed on NGM Nordic SME and executes a Bitcoin treasury strategy, currently holding 3,506 BTC on its balance sheet; the company claims to be the first and largest publicly listed Bitcoin treasury company in the Nordic region.

According to the latest monitoring data from Arkham, Morgan Stanley has increased its holdings by 123.211 bitcoins through its spot Bitcoin exchange-traded fund MSBT, valued at approximately 9.33 million dollars.As of now, its total Bitcoin holdings have surpassed 8,000 for the first time, reaching 8,026 bitcoins, valued at approximately 614 million dollars.

According to Ember Monitoring, the Salvadoran government currently holds 7,777 bitcoins, valued at approximately $594 million, with an average holding cost of about $55,718, resulting in an unrealized profit of approximately $162 million and a return rate of about 37%.Since March 16, 2024, the country has been buying 1 bitcoin daily for 916 consecutive days.

Blockchain analysis platform Arkham posted that the 1,096,361 BTC held by Satoshi Nakamoto is currently worth $8.299 billion, having appreciated by $1.237 billion in the past 30 days, during which Bitcoin rose by 17.5%.Arkham stated that this batch of Bitcoin has never been transferred, and Satoshi Nakamoto has held it for 17 years.

Ethereum founder Vitalik Buterin stated that he disagrees with the common view that "AI hackers mean cybersecurity is doomed to fail." He believes that once people clarify their thoughts, cybersecurity naturally leans towards the defensive side, and anyone who continues to hold cryptocurrencies (including himself, with about 90% of his net worth) is implicitly betting on this point.Vitalik stated: If AI can prove the Navier-Stokes equations and Fermat's Last Theorem, it can also prove "this program is secure" as a mathematical theorem, even if the program is very complex. He used the encrypted communication application Signal as an example to illustrate that the definition of "security" is extremely complex, covering forged messages, active interference, server breaches, key leaks, hardware side channels, and more. The definition is smaller and more composable than the attack surface, and verifying whether the definition is sufficient is more feasible than directly scanning the code.He pointed out that historically, failures often occur because only the self-identified critical parts of security are verified while neglecting the rest of the code. Today, the entire program must be verified, including the database, network, and cache layers, which modern AI can achieve. This is not a competition to see who discovers vulnerabilities first, but rather to make the code itself more resilient. Vitalik stated that this is the direction for Ethereum in the coming years; without this step, especially for blockchains with scalability and privacy, there is no future. It is necessary to make the software truly secure, and significant progress has already been made.