Chain Intelligence

The number of monthly active addresses of Hyperliquid has reached a record high

On September 21, the number of monthly active addresses of Hyperliquid reached 291,900 as of September 18, 2026, a record high, a significant increase from about 225,000 in July. After experiencing previous fluctuations, the number of active addresses from August to September showed a significant accelerated upward trend.

The strong user growth shows that the adoption rate of the perpetual contract DEX is increasing. The key risk is whether this growth can be translated into continuous trading volume and revenue, or it will subside as the market cycle changes.

Robinhood Chain ORBIO market value reached a maximum of $90.6 million, up more than 107% in 24 hours.

On September 21, according to GMGN market data, the ORBIO market value of Robinhood Chain's ecological Meme project once reached 90.6 million US dollars, and the current market value is 85.44 million US dollars, with a 24-hour increase of 107. .1%, the 24-hour turnover is about 5.4 million US dollars.

BlockBeats Note: Meme coin trading fluctuates greatly, relying more on market sentiment and concept speculation, and has no actual value or use case. Investors need to pay attention to risks. #Robinhood #ORBIO

AI models may be new this week. GPT-6 Sol, Opus 5.5 and Grok 4.7 are all in line.

This week may usher in an intensive round of large model updates. At present, at least 7 models have released or test signals.

The first gear: GPT-6 Sol, Claude Opus 5.5. OpenAI has not yet confirmed GPT-6 Sol, but Sam Altman previously said that the "main thing" originally scheduled to be released last week has been postponed to this week; the community has continued to leak GPT-6 Sol tests and grayscale routing recently. On the side of Anthropic, blogger Lyra said that Opus 5.5 is being tested with claude-wafer-eap and is scheduled to be released on Tuesday. Reuters also reported last week that Anthropic is considering launching a new model in the near future, but did not confirm the name Opus 5.5.

The second gear: Grok 4.7, Qwen4, Kimi K3.1. Musk originally said that Grok 4.7 would be launched around September 12, and then it was said that it would take "a few days", but it has not been released yet. Qianwen has made it clear that Qwen3.8-Flash-Next is an advance preview of the Qwen4 architecture, and September 22 to 24 happens to be the Yunqi Conference, but there is no official announcement that Qwen4 will be released at the conference. Kimi's recent π hint has announced K3.1, but there is no release date, model card or API yet.

The third gear: Gemini 4 Pro, DeepSeek V4.1 Pro. Gemini 4 Pro was recently exposed to be tested in Arena under code names such as Argon, but Google has only confirmed that Gemini 4 is in training so far and has not announced the release date. DeepSeek has directly mentioned the future V4.1 Pro in the official document, but also did not give the launch time.

Michael Saylor released Bitcoin Tracker information again, or hinted at increasing BTC holdings.

On September 20, Michael Saylor, the founder of Strategy, once again released information about Bitcoin Tracker. And said, "A little more orange."

According to the previous rule, the orange dot represents Strategy's Bitcoin purchase record, which may imply that the company will increase its holdings of BTC. Strategy usually discloses the change information of Bitcoin position the day after the relevant news is released. #BTC

Binance Wallet launched the Pre-Access campaign to provide indirect investment exposure for tokenised private companies before listing.

On September 20, according to official information, Binance Wallet announced the launch of a Pre-Access activity supported by PancakeSwap, which allows users to obtain indirect exposure through tokenisation before the potential listing of popular private companies. The service provides access through Binance Wallet and adopts a full-chain, self-hosting mode. The first project is about to be announced.

Users can increase the Pre-Access quota through Alpha points and on-chain bStocks trading volume and position. The relevant assets are operated on the chain in the user's own wallet and hosted by the user himself.

Binance Wallet said that Pre-Access is only a part of its on-chain traditional finance (TradFi) layout. In the future, it will integrate Pre-Access, RWA and other products to provide users with a unified on-chain investment entrance. The platform said that such early investment opportunities, which were previously limited by geography, wealth level and institutional identity, are gradually opening up to ordinary users.

Blockchain bank N3XT raises $72 million in three rounds of funding, with Paradigm and others participating.

On December 6th, a group of former executives from Signature Bank (which closed in March 2023) announced the launch of a new, blockchain-powered, full-reserve bank designed to provide programmable dollar payment services. The new bank, N3XT, holds a Wyoming SPDI (Special Purpose Depository Institution) license and uses a private blockchain system for instant settlement, allowing businesses to automate various transactions through smart contracts.

N3XT has completed three rounds of funding totaling $72 million, receiving investment from Paradigm, HACK VC, Winklevoss Capital, and other VCs. Unlike traditional banks, N3XT does not lend or misappropriate customer deposits. All deposits are fully backed 1:1 by cash or short-term U.S. Treasury securities, and reserves are disclosed daily. The leadership team includes:

CEO Jeffrey Wallis: former Director of Digital Asset Strategy at Signature Bank;

Scott Shay: co-founder of Signature, designer of its crypto payment system Signet, and founder of N3XT.

"Calm Trading King" Switches from Long to Short Positions, Current Short Positions Show a Loss of $2.31 Million

On November 23, according to HyperInsight monitoring, "Calm Trading King" switched from long to short positions, currently showing a loss of $2.31 million on his short positions. Current holdings:

· $41.22 million in BTC short positions, with a loss of $1.31 million;

· $30.15 million in SOL short positions, with a loss of $680,000;

· $10.15 million in XRP short positions, with a loss of $530,000;

· $6.72 million in ZEC short positions, with a profit of $210,000.

This trader turned a $3 million initial investment into over $30 million in two months. His accurate predictions of market trends attracted market attention. After this large liquidation, he still has a profit of $4.8 million.

"1011 Insider Whale" Suffers Over $2.7 Million Loss on Hyperliquid Long Positions

On November 5th, according to Lookonchain monitoring, "1011 Insider Whale" suffered losses exceeding $2.7 million on its long positions on Hyperliquid.

Ethena Labs is bringing its "stablecoin-as-a-service" solution to the Caldera platform.

Caldera announced on Twitter that Ethena Labs is bringing its "stablecoin-as-a-service" solution to the Caldera platform and integrating it with Caldera's stablecoin module.

SEC Chairman: US is a decade behind in crypto, and establishing a regulatory framework to attract innovation is a "top priority."

On October 18, Cointelegraph reported that at an event in Washington, D.C., U.S. Securities and Exchange Commission (SEC) Chairman Paul Atkins stated that the United States has lagged behind in crypto by a decade, and addressing this issue is a top priority for regulators.

Atkins said he believes the United States is "probably about 10 years behind" in cryptocurrency. "Crypto is our top priority," he said.

Atkins noted that the SEC aims to "establish a strong framework to bring back people who may have left the United States." The agency hopes this framework will allow innovation to flourish.

Viewpoint: The market needs at least another 40 days to bottom out, and the outlook for December and Q1 of next year is bullish.

On October 16th, Arete Capital partner McKenna stated that the market is in the process of forming a bottom, which will take 40-60 days to establish. All price action within this interval is a volatile market shakeout.

"In mid-November, we should begin to expect constructive results and a positive December and Q1 of 2026."

BNB breaks through $1,300, hitting record high

On October 7, according to Binance market data, BNB broke through $1,300, a record high. $BNB

Aster: Genesis Phase 2 Airdrop Query will be open on October 10 and will apply for rewards starting October 14

On October 5, according to official news, Aster officially announced that Genesis Phase 2 will end at 23:59 (UTC) on October 5, and then seamlessly enters a new phase - Aster Dawn (Phase 3). This upgrade will introduce a smarter bonus mechanism and fairer competition rules to continue the growth momentum of the project.

The airdrop query function of Genesis Phase 2 will be open on October 10, and users can start applying for token rewards starting from October 14. There is no lock-in period for rewards in this stage, and users can freely apply and use them, further improving the flexibility of assets.

Aster Dawn Phase 3 will last for 5 weeks until 23:59 (UTC) on November 9, and specific token allocation information will be announced later. This stage will add spot trading rewards and introduce a multi-dimensional point system, combining trading volume, position duration, Aster asset type (such as asBNB, USDF), actual profit and loss, and team contribution to comprehensively score to more comprehensively reflect the user's real trading performance.

At the same time, Aster has also introduced an exclusive bonus ratio mechanism for trading pairs, and some spot and perpetual contract products will receive additional trading points rewards. The team bonus mechanism has also been strengthened and is no longer reset every week, but runs through the entire stage to ensure the continuous growth and accumulation of team collaboration. For the recommendation mechanism, the standard recommendation reward will be maintained at 10%, and users who have reached a specific transaction volume can apply for a higher rebate ratio, which will take effect within a few hours after the review is approved. #Aster

UNIPC spends $1.28 million to buy 4 coins

According to ONCHAIN ​​lens, UNIPCS borrowed USDT through ASTER yesterday and spent 1.28 million USDT today to buy 7.468 million 4 tokens for USD 0.17 each. 4 tokens. 4 tokens.

Aptos Integrated into Backpack Wallet

With the integration of Aptos into Backpack Wallet, users can conveniently exchange, cross-chain, and collect Aptos on the Backpack platform, as well as explore Aptos and its ecosystem projects. Furthermore, the official platform is offering a reward program worth over $50,000 USD to encourage user participation.

ZachXBT: North Korean IT remote workers implicated in at least 25 crypto-related attacks and ransomware attacks

Replit CEO Amjad Masad tweeted, "North Korean IT remote workers (ITWs) are using AI tools to secure remote jobs in the US, generating hundreds of millions of dollars for North Korea." Chainalysis sleuth ZachXBT responded, stating, "North Korean IT remote workers have been implicated in at least 25 hacking attacks or ransomware attacks against crypto companies. All of the victims are in the crypto sector."

SBF's account posted: "SBF did not post from prison himself; a friend did so on his behalf."

SBF's Twitter account posted, "No, SBF did not post from prison himself. I am a friend, posting on his behalf."

Aster: In response to community requests, 300x leverage is now supported for long or short positions on HYPE.

Aster announced that, "in response to community requests," 300x leverage has been added to long or short positions on HYPE. $HYPE

STBL breaks through 0.4 USDT, up over 80% in 24 hours

According to market data, STBL has broken through 0.4 USDT, up 81.99% in 24 hours, with a current circulating market capitalization of $200 million. $STBL

A Diamond Hand address that purchased 999 BNB eight years ago has seen its value increase a thousandfold, bringing its holdings to nearly $1 million.

According to Lookonchain monitoring, BNB surpassed $1,000 today. The address starting with 0x8503 purchased 999 BNB eight years ago for less than $1,000 at a price of approximately $1 per coin. Today, these BNB holdings are worth approximately $1 million, representing a 1,000-fold return. $BNB