WLFI Advisor ogle spot, contract arbitrage long ZRO

According to monitoring by Onchain Lens, a whale has withdrawn a total of 246,800 LINK tokens from Binance over the past four days, valued at approximately $3.01 million. It withdrew 182,160 LINK in the past 24 hours, worth around $2.18 million, with the latest withdrawal amounting to 67,560 LINK, valued at roughly $808,400.

Compared to 00:00 today, the main mapped contracts of SK Hynix, Micron, and SanDisk rebounded by approximately 5.24%, 4.26%, and 6.11% respectively. The total open interest nominal value of these contracts stands at around $881 million. SK Hynix’s Korean stock mapped contract SKHX is currently quoted at $940.60, with an open interest nominal value of approximately $384 million; its ADR mapped contract SKHY rose around 4.78% over the same period, currently priced at $139.72, with a position nominal value of approximately $200 million, bringing the combined nominal value of the two contracts to roughly $584 million. Micron’s MU contract is currently quoted at $897.74, with a position nominal value of around $163 million. SanDisk’s SNDK contract is currently quoted at $1,336.40, with a combined position nominal value of approximately $134 million across two markets: Trade.xyz and Entropy, including roughly $126 million on Trade.xyz and $7.9 million on Entropy.

Mt. Gox released an announcement stating that, citing the necessity of completing repayments to creditors within a reasonable and feasible scope, the bankruptcy trustee, with court approval, has decided to extend the repayment deadline from October 31, 2026 to October 31, 2027.

According to Lookonchain's monitoring, a trader sold all 4.85 million PONS tokens (worth $1.24 million) and 354,878 Artificial Inu (AI) tokens (valued at $29,000) 10 hours ago, incurring a loss of $645,000.

According to TradingBeats monitoring, the perpetual contract for Unitree (UNITREE) on Hyperliquid is priced at $69.796, up roughly 10.94% in the past 24 hours, with a trading volume of around $12.83 million and an open interest nominal value of approximately $18.5 million over the same period. On the news front, the 2026 Physical AI and World Model Conference will be held in Nanjing from October 19 to 22, with plans to release related technical achievements and hold project signings, bringing a new event-driven focus to the embodied intelligence sector. Earlier, Unitree founder Wang Xingxing stated at the Industrial Expo on October 12 that embodied intelligence technology could make significant progress in the next one to two years, though large-scale deployment of robots in factories still requires improvements in generalization ability and operational efficiency. Amid the price rebound, the funding rate has quickly turned negative. UNITREE’s actual settlement rates at 10:00 and 11:00 today were about -0.0850% and -0.1249% respectively, with shorts paying longs in both rounds, totaling -0.2099% for the two sessions; the cumulative rate over the past 24 hours is around -0.1883%, and the current estimated hourly funding rate remains at -0.0744%. Meanwhile, UNITREE’s mark price is approximately 1.19% lower than the oracle price, meaning the contract is still in a discount state. Unitree’s largest long holder (0x6910) currently holds about 89,500 UNITREE long positions, valued at roughly $6.289 million with an average entry price of $89.46, resulting in an unrealized loss of around $1.7187 million. The position’s price is still about 22% below the average entry price and has not yet returned to the cost line.

According to Bloomberg, Asian semiconductor stocks extended their decline on Monday, with the Bloomberg Asia Chip Index plunging over 2% to its lowest level since July. TSMC, SK Hynix, and Japan’s Advantest were the primary drags on the index. Market anxiety stems from two key concerns: First, lingering financing pressures in the U.S. AI infrastructure sector, with doubts over CoreWeave’s funding viability and cooling IPO expectations for Anthropic and Nscale. Second, Chinese AI firm DeepSeek rolled out a new model update over the weekend, claiming faster performance and lower resource consumption—sparking fears that reduced storage needs for AI models could dampen chip demand. Last week, South Korea’s Kospi notched its worst weekly performance since October 2008. On Monday, the index fell as much as 3% before paring losses; Japan’s Nikkei 225 dropped 2.3% at its low, while Taiwan’s Weighted Index slipped 2%. Kang DaeKwun, CEO of Life Asset Management, said current market uncertainty is too elevated to time a bottom for South Korea’s stock market, with U.S. corporate AI project financing a major risk. He emphasized that South Korean chipmakers’ earnings remain heavily reliant on sustained U.S. investment in AI infrastructure. This week’s earnings reports from tech giants like Meta and Tesla will be a critical gauge of AI capital expenditure trends.