Note: The X account is not owned by the original Enron entity. Users should be aware of the risk.

Bonk Guy shilled for PONS three times on social media, citing his bullish reasoning: While Robinhood’s earnings report was disappointing, its crypto segment performed excellently and stood out, with Robinhood Chain accounting for roughly a quarter of its total crypto business revenue, a factor that boosted the entire sector. PONS holds 88% of the launchpad market share on Robinhood Chain, making it the best bet on the chain’s growth. The Robinhood ecosystem is currently extremely oversold and has been heavily impacted by FUD.

Beating AI News Flash: Tencent is currently in internal testing for a new version of Tencent Cloud Drive, but this time it does not plan to compete with Baidu Cloud Drive on storage capacity. Instead, it aims to build a shared repository for multiple AI Agents, allowing different AIs to access the same set of files and complete tasks. Tests show that Tencent Cloud Drive now supports integration with Tencent Docs and WorkBuddy, and also offers access options for third-party Agents such as OpenClaw and DeepSeek Harness. Tencent's official website lists features including cross-app search, and enabling Agents to access cloud drive files via CLI and MCP. The product was first unveiled in June this year, and added WorkBuddy Enterprise Edition in September. The personal beta version tested this time only offers 5GB of free space; subscribing to Buddy One VIP grants 1TB of storage, shared across WorkBuddy, Tencent Docs, ima, and Tencent Cloud Drive. ByteDance is also developing a similar product, ADrive, which attempts to let different Agents share a cloud workspace. Both tech giants are transforming cloud drives from file storage hubs to shared workspaces that AI can directly read and write.

On October 27, the U.S. Solana spot ETF posted a net outflow of $19.16 million, its largest single-day outflow since December 3, 2025, when it recorded a $32.19 million one-day outflow. Combined with the $8.23 million net outflow on October 26, the weekly cumulative outflow reached $27.38 million, exceeding prior single-week records of $25.52 million (week ending October 16) and $24.81 million (week ending October 9), marking the largest single-week outflow since the ETF’s launch. Through October to date, the cumulative net outflow has hit $99.62 million, on pace to become the worst month on record; only June previously saw a net outflow of roughly $787,000. The total net assets of the related ETFs have dropped from approximately $1.96 billion on September 25 to around $1.54 billion. Meanwhile, SOL has fallen approximately 13.8% month-to-date, trading at roughly $101.87, and remains near the key $100 support level.

Binance Wallet officials announced via social media that users holding at least 244 Binance Alpha points are eligible to claim the second round of the Unitas (UP) airdrop. This round offers a total of 197 UP tokens. If the full reward allocation is not distributed, the point threshold will automatically decrease by 5 points every 5 minutes. Claiming the airdrop will consume 15 Alpha points.

Beating AI News (from Dongcha) reports that robotics AI startup Physical Intelligence (π) is in talks to raise at least $1 billion in new funding, targeting a valuation of roughly $20 billion. Existing investors Avenir and Lux Capital are expected to lead the round. The startup has not yet generated revenue, but its valuation has climbed from $5.6 billion in November last year to $11.5 billion earlier this year; if the round closes, it will rise to around $20 billion. Founded in 2024, Physical Intelligence’s founding team comes from Google DeepMind, Stanford University, and the University of California, Berkeley. Its backers include Jeff Bezos, CapitalG, and Thrive Capital. Rather than manufacturing robots itself, the firm develops a general-purpose AI “brain” compatible with diverse robot hardware, enabling robots to master practical tasks like folding clothes, organizing tableware, and picking strawberries. On October 13, the company launched the beta version of its Pi API, allowing external developers to upload their robot operation data; the platform handles model fine-tuning and provides cloud-based inference services. This lets robot manufacturers avoid training entire models from scratch, letting them test their machines’ ability to learn new tasks. Peer firm Skild AI raised $1.4 billion in funding in January this year, boasting a valuation of over $14 billion. Unlike Physical Intelligence, which has no revenue, Skild announced in September it had more than 60 paying clients, with annual recurring revenue (ARR) exceeding $100 million, roughly 90% of which came from robot operation-related tasks. Both companies aim to turn the robot “brain” into general-purpose software to sell to various hardware makers.

Crypto market analyst Crypto Mommy, citing data from CryptoQuant, noted that Bitcoin’s Realized Cap has resumed an uptrend after months of correction. The metric has climbed from $1.057 trillion to $1.088 trillion, an increase of roughly $31 billion, or 2.9%. Analysts say this is generally a positive sign; historically, a rebound in this indicator has marked the early stages of a bull market cycle. Realized Cap calculates the network’s overall cost basis by using the price at which each Bitcoin was last moved on-chain, and its rise typically signals inflow of new capital. However, the analyst also pointed out that Bitcoin’s price has surged 16% recently, jumping from $69,000 to $80,000, far outpacing the 2.9% growth of its cost basis. This divergence suggests the recent price rally is driven more by reluctance to sell among existing holders rather than large-scale inflow of new external funds. The analyst also warned that a rise in Realized Cap is not an absolute guarantee of price gains; at the market peak in late 2025, this metric also rose amid profit-taking by long-term holders. To confirm whether the market is entering a healthier phase, the analyst advised investors to focus on two key signals going forward: first, whether Realized Cap can sustain continuous expansion; second, whether Bitcoin’s price can successfully hold its recent gains as capital flows in.