区块信使

On November 10, according to market data, World Liberty Financial (WLFI) briefly rose nearly 30%, reaching a high of $0.17, and is currently reported at $0.157. Over the past hour, the total liquidations across the network exceeded $3.4 million, with over 90% being short liquidations. Furthermore, according to monitoring by HyperInsight, liquidations on Hyperliquid accounted for about 75% of the total network liquidations, among which the largest position size whale (0x123) has a floating profit of $430,000 (approximately 107%).

On November 10, according to official news, the key transition of the Aster ecosystem's phased tasks has been completed, and the third phase "Aster Dawn" ended on November 10, 2025, at 07:59 (UTC+8). We are now officially entering the fourth phase "Aster Harvest": 1.5% of the total supply of tokens will be allocated and evenly distributed across six weekly epochs (each epoch 0.25%). The open date for third phase airdrop queries: December 1, 2025; The start date for receiving third phase airdrops: December 15, 2025; Fourth phase end time: December 22, 2025, at 07:59 (UTC+8).

Ripple's Global Policy Co-Head Rahul Advani stated that as other jurisdictions gradually establish stablecoin systems, the Hong Kong Monetary Authority can advance a mutual recognition mechanism for regulatory frameworks. When Hong Kong recognizes the mechanisms of other regions, locally licensed stablecoins are expected to circulate in Hong Kong, while Hong Kong stablecoins can also circulate in other regions.

Coinbase Institutional Report states that the sell-off in October is not the end of the cycle, but rather an adjustment needed for the cycle. Excess leverage has been cleared, the fundamentals remain solid, and institutional investors are quietly returning. Smart capital is gathering around EVM chains, risk-weighted assets (RWA), and yield protocols—indicating that investors are selectively reinvesting risks rather than withdrawing. Key conclusions: Leverage levels have improved, but liquidity gaps still exist; capital is rotating rather than flooding in—selective investment remains crucial; macro risks still exist, but structural demand is strengthening. The institution believes this is a bottoming phase before the next round of price increases, rather than a cycle peak.

HTX DeepThink column author, HTX Research researcher Chloe (@ChloeTalk1) analyzes that the U.S. government shutdown has lasted for more than a month. Although the Senate leaders from both parties recently stated that they are seeking a 'derailment solution,' lawmakers remain deadlocked over issues such as Medicaid, with both sides only indicating 'initial progress' and not reaching a real agreement. Due to the shutdown causing official statistics to be suspended, the market can only rely on private data to judge the economic situation: the ADP report shows that the private sector added only 42,000 jobs in October, with wage growth maintaining at 4.5%, and the labor market is clearly cooling off; meanwhile, the AI sector led the decline in tech stocks, as investors took profits and high valuations were viewed as the main reason for the adjustment. The strengthening of the U.S. dollar has caused gold prices to fall by about 1.5% within a week, and market expectations for a rate cut in December have dropped from over 90% to about 71%.

On November 10, Trump Media Technology Group announced its third-quarter financial report. Its third-quarter loss was $54.8 million, compared to a loss of $19.3 million in the same period last year; revenue was $972,900, compared to over $1 million in the same period last year. Notably, the company reported that its Bitcoin investments reached $1.3 billion; Bitcoin options investments generated a profit of $15.3 million, and it holds over 746 million Cronos, with an unrealized profit of $33 million.

According to SoSoValue data, last week the Bitcoin spot ETF had a net outflow of 1.22 billion USD. The Bitcoin spot ETF with the highest net inflow last week was the Grayscale Bitcoin Trust ETF BTC, with a weekly net inflow of 21.61 million USD, bringing the total historical net inflow of BTC to 1.97 billion USD; followed by the Bitwise ETF BITB, with a weekly net inflow of 4.69 million USD, currently having a total historical net inflow of 2.32 billion USD. The Bitcoin spot ETF with the highest net outflow last week was the Blackrock ETF IBIT, with a weekly net outflow of 581 million USD, currently having a total historical net inflow of 64.32 billion USD; followed by the Fidelity ETF FBTC, with a weekly net outflow of 438 million USD, currently having a total historical net inflow of 12 billion USD. As of the time of writing, the total net asset value of Bitcoin spot ETFs is 138.08 billion USD, with an ETF net asset ratio (market cap compared to total Bitcoin market cap) of 6.67%, and the historical cumulative net inflow has reached 59.97 billion USD.

On November 10, according to the U.S. traditional political media The Hill, although the U.S. Senate has passed a procedural vote on the 'end of government shutdown plan', there are still more steps to complete before the government can reopen. Any senator can delay the consideration of the plan for several days, and in addition, the House of Representatives must reconvene and pass the agreement reached by the Senate before it can be sent to President Donald Trump for signing. According to relevant information, after the procedural vote passes, the Senate must modify three appropriations bills (legislative, military construction, and agriculture, including the SNAP program), and then send them back to the House of Representatives. Each modification will trigger a 30-hour debate period, which may delay the process. If the Democrats choose to extend these debates, the government may not reopen until Wednesday or Thursday, but if they move quickly, the 'end of government shutdown' process could be completed tonight, allowing the U.S. government to reopen tomorrow night. The current filibuster rules could significantly affect the timeline.

On November 10, according to monitoring by HyperInsight, the "100% Win Rate" whale transferred 10 million USD to Hyperliquid starting from October 14, and opened positions in a similar timing and method as "BTC OG", achieving a profit of 15.83 million USD within half a month, with a peak floating profit of nearly 26 million USD, and the account value once exceeding 57 million USD. Subsequently, due to heavy long positions, the address experienced a drawdown and recorded a loss of 44.67 million USD between November 3 and 5. After repeatedly chasing rising and falling BTC and ZEC, the account funds have shrunk to 595,000 USD, a nearly 94% drawdown from the initial 10 million USD. Since closing the BTC long position on November 8, no new positions have been opened for two days.

According to Coinglass data, the current cryptocurrency fear and greed index is 30, up 7 points from yesterday. The average over the past 7 days is 24, and the average over the past 30 days is 31.

According to Onchain Lens monitoring, Machi (Huang Licheng) is continuously increasing his Ethereum long position by more than 25 times. Currently, this position is worth 20 million USD, holding 5,600 ETH, with an unrealized profit of 960,000 USD.

On November 10, according to a report by Bloomberg, the Hong Kong government plans to issue digital green bonds denominated in US dollars, Hong Kong dollars, euros, and renminbi, with pricing expected as soon as today. This will be the third time the Hong Kong government has issued digital bonds since 2023. If this bond issuance proceeds successfully, it will be an important step towards normalizing the tokenization of bonds and the tokenization of real-world assets (RWA) by the government.

On November 10, Hourglass tweeted that the KYC link for the second phase of the Stable reserve fund is now live. Over 24,000 wallets (with a total deposit of approximately $1.74 billion) have successfully passed the wallet review.
Users must complete KYC by 7:59 AM Beijing time on November 12. Users who have not completed KYC before can do so during this window period. If users have deposited USDC but have not received the KYC link, it means the wallet did not pass the Chainalysis wallet review, and USDC can be withdrawn directly from the contract at any time.

On November 10, according to GMGN monitoring, possibly due to market recovery and positive news such as spot expectations, 'Binance Life' saw its market value temporarily rise to $212 million today, currently reported at $200 million, with a 24-hour increase of over 25%. The average price of the top 10 holding addresses has risen by about 35% today, approximately $0.151. Other popular meme tokens on the BSC chain have seen significant pullbacks after a brief rise.
In addition, several addresses had made significant purchases of 'Binance Life' on November 7, but most have already liquidated their positions after making profits today.

On November 10, after the procedural vote on the "end government shutdown plan" passed in the U.S. Senate, the probability on Polymarket that "the U.S. government will restart from the 12th to the 15th" surged to 80%.

On November 10, James Wynn posted a message to the community, "I have liquidated all my crypto assets (except for the portion of long-term spot BTC that I will never touch). In just the past few hours, I put all 30% of my stablecoins into short leverage. No joke, I’ve put everything I could on the line, full throttle, and I mean what I say."
"But if I'm right — I firmly believe Bitcoin will drop back to the range of $67,000–$92,000, you all need to publicly apologize and admit that James Wynn has always been right. If I'm wrong, I will delete my X account."
According to previous news, the crypto trader James Wynn publicly stated that his account encountered 12 liquidations again in the past 12 hours. After experiencing 45 liquidations in the last two months, he finally made a profitable trade, but instead of taking profits, he continued to increase his position. Ultimately, he was liquidated again. Currently, his account has only $6010 left.

November 10, HTX DeepThink columnist and HTX Research researcher Chloe pointed out that the U.S. government shutdown has lasted for over a month, with no substantial progress in budget negotiations from either side, leading to a lack of official economic data, and the market can only rely on private sector indicators to assess economic trends. ADP data shows that in October, job creation in the private sector slowed to 42,000, with wage growth remaining steady at 4.5%, indicating a significant cooling in the labor market. The strengthening dollar caused gold to drop about 1.5% over the week, and market expectations for a rate cut in December have decreased to about 71%.
On-chain data shows that Bitcoin whales are reaccumulating at lower levels after reducing positions at highs, with institutional buying continuing to enter through OTC, and net inflows of stablecoins at $2.8 billion but with slowing growth, reflecting that funds are still in a wait-and-see mode.

On November 10th, according to TheDataNerd monitoring, in the last 3 days, two wallet addresses 0x630 and 0x3DA collectively withdrew 187,500 LINK from the trading platform, approximately 2.9 million USD, with an average purchase price of about 15.5 USD.
$BNB

On November 9, the financial newsletter The Pomp Letter author Pomp (Anthony Pompliano) expressed the view regarding "Trump stated today that he will pay each American at least $2000 in tariff dividends": "If Trump actually distributes $2000 to citizens from tariffs, then history may view the panic rhetoric of April 2025 as one of the most foolish mainstream consensus we have seen in our generation. The $2000 tariff dividend for each person will also release strong liquidity into the market.
Trump earlier today stated: "Those who oppose tariffs are fools! We are now the richest and most respected country in the world, with inflation nearly at zero, and the stock market has reached an all-time high. The balance of 401k retirement accounts has also reached a historic peak. We earn trillions of dollars every year and will soon begin to repay our massive debt of up to $37 trillion. American investment has reached an all-time high, with factories and businesses springing up like mushrooms. We will pay dividends of at least $2000 to everyone (excluding high-income groups!)"

On November 9, Liquid Capital (formerly LD Capital) founder Yi Lihua once again called for Ethereum: "This round looks at ETH reaching $7000, nothing is more important than the midterm elections, and nothing is more beneficial to the midterm elections than distributing money. Looking back at the pandemic bull market in 2020, the core driving force of the market was also the distribution of money to the public. Recent investment research data shows optimistic expectations, coupled with the fact that market shorts have already accumulated, everything is in place to start a new round of bull market; we just need to patiently wait and try not to touch contracts, as spot fluctuations are already large enough. It has only been a few months since the ETH market started in April. Buffett once said that no one is willing to become rich slowly, as humans have an instinct to rush for success, and we need to work hard to overcome these human weaknesses."