List of High-Risk Ledger Resellers Disclosed, Regional Supply Chain Risks Draw Attention After CryptoBilis Incident

According to HTX market data, STRK (Starknet) has extended its 24-hour gain to 55%, briefly breaking above $0.12 and currently trading at $0.11, leading the altcoin market rally. On the news front, StarkWare CEO Eli Ben-Sasson stated at Token2049 and in subsequent remarks that blockchains need post-quantum readiness and cryptographic agility to counter threats from quantum computing and AI acceleration. He clarified that Starknet is actively considering multiple options, including separating from Ethereum to become an independent Layer 1 (L1) chain, so as to independently control the pace of security migration, with the goal of achieving full quantum resistance by 2027 — earlier than Ethereum’s planned timeline. This "shift to L1 + quantum resistance" narrative quickly became a market focus, driving STRK’s consecutive sharp rally. On the technical and ecosystem front, the v0.14.4 mainnet launched on October 5, expanding SNIP-36 single-proof capacity to approximately 1.1 billion L2 gas, enabling proof verification for larger-scale off-chain computations; the strkBTC incentive program went live on October 2 (with the first 100 bridged BTC covering bridging fees and receiving weekly airdrops), further strengthening the Bitcoin-related narrative.

On-chain detective Specter revealed in his personal channel that an attacker address, implanted via unauthorized hardware into a Ledger hardware wallet linked to CryptoBilis, deposited 2,990 ETH (valued at approximately $7.45 million) to Tornado Cash between October 9 and 10. Monitoring data shows the attacker had earlier dispersed the funds to 14 addresses, then cross-chain converted the funds to the ZEC network via NEAR Intents for further privacy processing. Signs of address correlation were observed during the fund transfers: some withdrawal transactions reused the wallet addresses used for prior deposits, while other withdrawals were initiated by wallets linked to the wallet that paid gas fees during the theft, enabling researchers to trace the fund flow.

Hardware wallet manufacturer Ledger confirmed today that unauthorized hardware implant attacks may have caused affected users to lose more than $86 million in crypto assets. Earlier, Ledger verified that affected user devices contained unauthorized hardware implants, prompting distributor CryptoBilis to suspend sales of its inventory.

Next week, global markets will focus on the U.S. September CPI data to assess whether the Federal Reserve maintains its "discontinuous rate hike" stance. While most Fed officials believe another rate hike may be possible this year, recent comments indicate no urgency to act at consecutive meetings. Market pricing for a rate hike on October 28 has fallen to around 19%, while a December rate hike is fully priced in. Geopolitically, the stalemate between the U.S. and Iran and escalating tensions in Yemen continue to support oil risk premiums, with the U.S.-Russia diesel supply deal having limited short-term impact. Below is a key event calendar: Tuesday: Speech by Cleveland Fed President Patrick Harker; Fed Governor Christopher Waller speaks at the India Bloomberg New Economy Forum; U.S. September NFIB Small Business Confidence Index, ADP employment change for the week ending September 26, September existing home sales annualized total; OPEC releases its monthly oil market report. Wednesday: U.S. September CPI and core CPI; Fed officials’ pre-Brown Book comments; Boston Fed President Susan Collins and Fed Governor Michelle Bowman deliver speeches; IEA releases its monthly oil market report. Thursday: U.S. API crude oil inventories for the week ending October 9; U.S. initial jobless claims for the week ending October 10, September retail sales, September PPI and core PPI, October New York Fed and Philadelphia Fed manufacturing indexes; G20 Finance Ministers and Central Bank Governors Meeting. Friday: Fed Chair Jerome Powell attends the IMF Annual Meeting in Bangkok and holds a fireside chat with IMF Managing Director Kristalina Georgieva; Cleveland Fed President Patrick Harker speaks again; U.S. September Import Price Index, industrial production; U.S. EIA crude oil inventories for the week ending October 9.

According to TradingBeats monitoring, Hyperliquid whale address 0x8ea8…edbc holds 1,000 BTC long positions, with the position valued at approximately $83.04 million. The address uses 3x full leverage, with an average entry price of around $72,771, current unrealized profit of roughly $10.27 million, and a position return rate of about 37.1%. The address already held around 800 BTC long positions as early as May 11, with an unrealized profit of approximately $5.3 million at that time, before increasing the position size to 1,000 BTC. As of press time, the BTC contract mark price is approximately $83,037, some 14.1% higher than the address’s average entry price. The estimated liquidation price for the position is around $50,382, roughly 39.3% lower than the mark price.

According to TradingBeats’ monitoring, address 0x6f25...4acc has recorded a cumulative trading volume of roughly $10.301 billion on Papertrade, with historical trading losses of around $933,200 and currently holds no open positions. All 1,058 settled positions of the address utilized 1000x leverage; 37 were liquidated, leading to total margin losses of approximately 361,000 USDC, involving BTC and ETH. Separately, the address has staked about 84.98 million PAPER tokens, making up roughly 1.59% of the platform’s total staked amount, and has cumulatively claimed around 223,900 USDC in rewards.