Arthur Hayes: Bullish on Anthropic's Initial Public Offering Performance

Ethereum developer Marchhill has submitted a draft for EIP-8437, which proposes propagating Proof Wrapper data via the eth/73 protocol and adding an optional mode that allows transactions to submit original signatures to aggregators without pre-generating STARK proofs. The proposal supports propagating certified program packages directly alongside transactions, and conducting independent checks of specified programs in resource-constrained sandboxes to verify witness data, eliminating the need to develop native adapters for each individual signature scheme. Additionally, the proposal plans to limit batch queue size, clear expired transactions, and recheck records before formal proof generation to enable failure retries. Currently, the proposal remains in the Draft stage and has not been merged. Developers note that VM and key binding consistency verification, cryptographic verification, and performance tests are still incomplete, and no benchmark tests have been conducted.

Per TradingBeats monitoring, the whale with the address starting with 0xec4a offloaded concentrated long positions in BTC and ETH at 06:30 today (after excluding MSTR-related news), selling roughly $32.85 million worth of assets within two minutes, locking in a total profit of around $142,000 and avoiding further price pullbacks. Specifically, the whale sold 331.49 BTC long contracts at an average price of $74,181, generating around $24.59 million in transaction volume and a profit of approximately $133,500. It also liquidated all 4,000 ETH long positions at an average price of $2,066.05, trading around $8.26 million and earning a profit of about $8,560.

According to monitoring by Mlm on Chain, NVIDIA (NVDA) has become the HIP-3 market on Hyperliquid with the largest open interest, and also the platform’s fourth-largest market overall, trailing only BTC, ETH, and HYPE. Its open interest stands at $535 million, up 5.8 times over the past seven days, and 2.4 times the previous peak of $227 million set in June this year. Today, the NVDA market’s daily trading volume exceeded $1 billion for the first time. The largest single position is a short of 348,000 NVDA shares held by Jump, valued at roughly $56 million, a non-directional position. The largest directional position is a long of 191,000 NVDA shares, worth about $30.7 million, built gradually over the past 24 hours at an average entry price of $174.43, with an unrealized loss of around $2.6 million. The market has 9,517 trading wallets in total, of which 83% hold long positions; market makers account for 70% of the short open interest. The average entry price for longs is $169.55, while the mark price is $160.66, some 5.2% lower than the average entry price. The total unrealized loss across all NVDA long positions reaches $14.6 million.

The draft of South Korea’s Digital Asset Basic Law, set to be released this month, will propose that a bank-led consortium be responsible for issuing the Korean won stablecoin. However, even with banks handling issuance, exchanges and third-party payment platforms may still take on the circulation role connecting consumers and merchants, with user access and application scenarios emerging as key competitive factors. It is reported that the business integration between Dunamu, operator of Upbit, and Naver Financial could become a major variable. If the relevant services are approved to be integrated, Dunamu can generate revenue from stablecoin transactions, while Naver Financial is expected to collect fees from merchant payments and settlements. A South Korean financial regulatory official noted that if stablecoins are used for electronic payments, the relevant businesses may need to comply with the Electronic Financial Transactions Act, and must clarify obligations including protecting top-up and settlement funds, managing transaction information, and handling disputes.

Beating AI Express News: Grok Bot has officially upgraded to version 1.0, with a core focus on strengthening team collaboration. Its functionality is similar to Cursor’s recently launched multi-user Projects, but it is primarily tailored for daily office work. Now, entire teams can share a single AI Bot, and multiple Bots can also collaborate to handle tasks including sales, customer service, and marketing. The Bot can accumulate team experience: for instance, if an employee trains it to resolve customer complaints, once the method is approved by the Bot owner or manager, other colleagues can use it directly without retraining. Private chats between individuals and the Bot remain isolated. The new version also integrates with Slack, Microsoft Teams, and video conferencing tools like Zoom and Google Meet. The Bot can join group discussions, answer questions in meeting chat boxes, and automatically organize meeting minutes and action items post-meeting, though it cannot speak directly in meetings for now. It has also become proactive: it can spot unfinished tasks, remind of deadlines, and offer assistance voluntarily. Its capabilities for browser operations, document editing, and PowerPoint creation have also been enhanced. Currently, the team sharing feature is available for Team and Enterprise plan subscribers, while the meeting feature is exclusive to Ultra plan users.

According to monitoring by Onchain Lens, a crypto whale purchased and withdrew 678.4 ZEC from Binance, with the transaction valued at approximately $667,800.