Analysis: Retail Investors Did Not Short the Bitcoin Rally This Time, Whales Accumulated a Large Amount of BTC Around $66,000

Binance founder CZ today responded to crypto KOL Jasmy, stating, "The idea of acquiring a listed company via a meme is definitely not something I came up with." Notably, the KOL’s posts on X this week have all centered on GSTOCK, totaling 9 buy calls. According to GMGN market data, GSTOCK has just hit an all-time high, with a current market cap of $20.74 million; earlier this morning, its market cap once dropped below $7 million. The GSTOCK token is paired with BNCB—the on-chain token of BNB treasury firm BNC—as its liquidity pool base. Genius Terminal, an on-chain trading terminal invested by YZi Labs and with CZ as an advisor, previously announced the official launch of its token issuance platform genius.fun on BNB Chain. The platform allows creators to transfer tokenized stocks such as bSTOCKS to a public foundation and split them, then attempt to exercise equity-related rights off-chain. BlockBeats reminds users that relevant token prices are highly volatile, so caution is advised for investments.

Binance founder CZ today responded to crypto KOL Jasmy, stating, "The idea of acquiring a listed company via a meme is definitely not something I came up with." Notably, the KOL’s posts on X this week have all centered on GSTOCK, with a total of 9 buy calls. According to GMGN market data, GSTOCK has just hit an all-time high, with its current market cap at $20.74 million, after dropping below $7 million earlier this morning. The GSTOCK token is paired with BNCB, the on-chain token of BNB Treasury Company BNC, as its liquidity pool base. Genius Terminal, an on-chain trading terminal invested in by YZi Labs and with CZ as an advisor, previously announced the official launch of its token issuance platform genius.fun on BNB Chain. The platform allows creators to transfer tokenized stocks like bSTOCKS to an ownerless foundation and unwrap them, enabling attempts to exercise equity-related rights off-chain. BlockBeats reminds users that relevant tokens are highly volatile, so investors should exercise caution.

Beating AI Insight News Brief: Jianying doubles down on Agent technology at its AI New Creation Launch Event, rolling out two new offerings in one go: the upgraded "Jianying AI Assistant" and "Creation Hub". The former is dedicated to video editing, while the latter integrates the full workflow from ideation to creation and publishing. The Jianying AI Assistant can now use natural language to perform Agent-powered intelligent editing, bulk remixing, video expansion, and template replacement, and can directly call Seedance 2.5. Users only need to describe their desired edits in natural language, and the Agent will invoke Jianying’s tools to execute specific operations. The Creation Hub has a broader scope: it aims to centralize the entire video process from ideation to final production and publishing, and supports custom Skills, allowing users to save frequently used creative workflows for repeated use. Natural language video editing is not a new feature; Jianying already launched its AI Assistant previously. Now it is taking the next step by turning frequently used editing workflows into Skills, eliminating the need for users to re-specify requirements each time.

Since September, multiple long-dormant Bitcoin wallets have initiated transfers one after another, with September 19 being no exception. Before a transfer from a 2011 wallet, four other early P2PKH (Pay-to-Public-Key-Hash) wallets each moved 25 BTC, totaling 100 BTC. All four transactions were confirmed at block height 967722. These four wallets were all created in February or March 2013, a period marked by high Bitcoin price volatility and the peak of the Cyprus banking crisis in March 2013. On March 1, 2013, Bitcoin traded at roughly $32, rising to $91.95 by March 31. On-chain data shows the four P2PKH addresses acquired the 100 BTC at an extremely low cost. Just 10 blocks later, at block height 967732, an even older wallet transferred 100 BTC. Created on November 2, 2011, this address moved the 100 BTC in a single transaction from a P2PKH address to a newer P2WPKH (Pay-to-Witness-Public-Key-Hash) wallet. The Bitcoin was originally acquired at just $3.24 per coin. The funds were then fully transferred, with the wallet utilizing the "send all funds at once" feature. It is reasonable to infer that the four 25-BTC transfers, which later flowed into the same wallet, belong to the same entity. This aggregation transaction ultimately landed in a P2WPKH wallet belonging to custodian BitGo.

Ethereum co-founder Vitalik Buterin responded in a post to Paradigm CTO Georgios Konstantopoulos’ question—“What room is there left for privacy going forward?”—stating that privacy only truly dies when one gives up on it. “I will not give up on privacy; instead, I will double down on it,” he added. Earlier reports noted that Vitalik updated Ethereum’s roadmap in August, with quantum security, privacy protection, and native Rollups identified as future priorities.

At the 2026 World Manufacturing Conference, Changxin Technology announced the official mass production of its fifth-generation technology platform. The company stated that it has achieved a 11.95-nanometer half-pitch for the active area of its memory array, a 45:1 aspect ratio for memory capacitors, and reduced the height of the core active region to 6762 nanometers. Meanwhile, the fifth-generation process platform has seen a significant improvement in storage density: under equivalent conditions, the yield per wafer has increased by more than 50% compared to the previous generation platform. The 24GB LPDDR5X products built on this platform have entered formal mass production and are now fully adopted in domestic mainstream flagship smartphones. (The Paper)