The largest META long position holder was first forcibly liquidated, then cleared out all remaining holdings, exiting with a $2.3 million loss.

Beating AI News Flash: CCTV's "Yuyuan Tan Tian" program disclosed that after China launched AI technology export registration management on October 16, DeepSeek and MiniMax have successfully completed registration, as well as the open sourcing of related technologies and their overseas authorization. The new catalog is currently in public consultation, with a temporary registration system in effect. The Ministry of Commerce previously clarified that technologies that have entered the public domain via open source are not included in the management scope. New technology open sourcing also has convenient measures such as automatic licensing, basically enabling "registration and immediate approval". Providing model services to overseas via API, web, and App also does not fall under the scope of this large language model technology export management.

According to Lookonchain's monitoring, since October 1st, 40 newly created wallets have cumulatively withdrawn 9,458 BTC (approximately $771.5 million) from Wintermute.

Whales are accumulating $BTC! Since Oct 1, 40 newly created wallets have withdrawn 9,458 $BTC ($771.5M) from #Wintermute.

Beating AI Flash News: Anthropic announced it is donating the Agent Skills standard to the Agentic AI Foundation (AAIF), an initiative under the Linux Foundation. The format was developed by Anthropic for Claude Code, launched in October 2025, and opened as a cross-platform standard in December 2025. Over 70 agent platforms including ChatGPT, Cursor, and GitHub Copilot have already integrated the standard. A Skill acts as a reusable "work manual" for AI agents: developers outline task steps in a SKILL.md file, and can attach scripts and reference materials for agents to access on demand. MCP (Model Context Protocol) enables agents to connect to external tools and data, while Skills guide them to complete specific tasks. Anthropic’s donation includes the standard’s name, logo, GitHub organization, and official website domain. The AAIF was co-founded in 2025 by Anthropic, OpenAI, and Block under the Linux Foundation, and previously received the MCP standard. Moving forward, engineers from Anthropic, OpenAI, and Google will jointly maintain the Skills standard in their individual capacities, ending Anthropic’s sole leadership. The Skills ecosystem is expanding rapidly: Vercel data shows the skills.sh directory hosts around 1 million skills, with nearly 280 million total installations. Security risks have also surfaced: Snyk identified 76 malicious skills in ClawHub’s skill samples. Anthropic has proposed establishing version control, formal proposal processes, and security guidelines.

Phase 3 data for the personalized melanoma vaccine co-developed by Moderna (MRNA) and Merck was leaked early. Despite positive clinical results, the stock was heavily sold off. During Thursday’s U.S. trading session, MRNA hit a low of $180.80, down approximately 26.45% from the prior close, and roughly 28.95% from its October 21 peak of $254.48. The stock later rebounded, closing at $202.63, down 17.57% on the day. The positive results reportedly failed to meet the market’s already elevated expectations. According to Reuters, the released data shows the combination therapy reduced melanoma recurrence or death risk by 42%, and distant metastasis or death risk by 38%. After the stock had surged over 500% year-to-date, the market had already priced in high expectations for the vaccine’s efficacy and future commercial prospects. Institutions including UBS noted that the recent decline is more akin to a typical "sell the news" move, as investors began reassessing whether the clinical results can justify the earlier valuation gains.

Moderna (MRNA)’s cancer vaccine clinical data was prematurely leaked, triggering sharp stock price swings and a simultaneous surge in MRNA perpetual contract trading on Hyperliquid. According to TradingBeats’ monitoring, with the data leak around 00:30 Beijing Time as the reference point, MRNA contracts recorded a cumulative trading volume of around 362,000 units in the three hours after, 9.1 times that of the preceding three hours. The peak of the rolling 24-hour trading volume once exceeded $104 million; as of press time, the 24-hour trading volume stood at approximately $94.7 million, with the contract trading at $203.33. Before the news leak, MRNA’s nominal open interest (OI) was around $6.84 million, which climbed to $20.31 million around 02:00, a rise of roughly 197%, while the number of positions surged from 30,500 units to 108,800 units. This round of position expansion did not sustain. As of press time, MRNA’s nominal OI has dropped back to around $6.27 million, and the number of positions fell to 30,900 units, almost returning to the level before the news was made public. In whale trading, one account opened a short position of 6,310.91 MRNA contracts during the price drop, currently valued at around $1.283 million, making it the largest identified short position. Its average entry price was $188.304, but as the contract price rebounded from its low point, the position now has an unrealized loss of approximately $95,000.