Analysts: Bitcoin’s on-chain activity shows notable divergence, with whales shifting to hoarding coins while spot demand remains weak.

According to South Korean media reports, Samsung Electronics' Foundry Business Division, which handles semiconductor contract manufacturing, has begun targeting new customers for its 5-nanometer (nm, one billionth of a meter) process, as its 4-nanometer process capacity is already fully operational. While contracts for its most advanced 2-nanometer process with global large tech firms have been delayed, the move aims to boost production utilization centered on its 4-nanometer and 5-nanometer processes—boasting relatively stable yields—to improve profitability. Per semiconductor industry sources on the 20th, Samsung Foundry’s 4-nanometer process capacity has effectively reached saturation amid a recent rise in customer orders. As such, Samsung is expanding its sales efforts to attract new clients for its 5-nanometer process. Analysts note that this push for 5-nanometer customers is also a response to the demand shift: with 4-nanometer capacity nearing saturation, the 5-nanometer process can be offered as an alternative to meet clients’ performance and cost requirements, while also lifting utilization of existing production facilities. Conversely, securing major customers for its 2-nanometer process—its next-generation flagship technology—remains a key challenge. Samsung is in talks with global large tech firms for semiconductor manufacturing contracts based on its 2-nanometer process, but some negotiations are progressing slower than initially anticipated. Advanced processes require not only yield verification but also comprehensive validation of energy efficiency, design intellectual property (IP), and stable mass production capabilities, making the timeline to finalize contracts and launch mass production considerably long.

According to TradingBeats monitoring, the largest long whale in crude oil contracts, whose address starts with 0x0cc1, has continued to add positions in WTI and Brent crude oil longs over the past 24 hours, net buying approximately $32.785 million. After consecutive position increases, its total long positions in the two oils are valued at around $36.949 million, with an unrealized profit of about $639,000. WTI is the main direction of its position increase, with a net addition of approximately $21.828 million; Brent has a net addition of about $10.957 million. The whale’s positions in the two oils are as follows: WTI crude oil: position value of around $24.001 million, average entry price of $98.597, unrealized profit of about $464,000. Brent crude oil: position value of approximately $12.948 million, average entry price of $106.2393, unrealized profit of about $176,000. During the same period, WTI and Brent contracts were priced at $100.54 and $107.70 respectively. The latest round of position additions by this account occurred around 17:08 today, and as of press time, it is still adding positions.

According to HTX market data, MPLX jumped more than 110% in a short period following the news of its listing on Upbit's KRW trading pair, and is now trading at $0.11.

According to TradingBeats, Zhipu (ZHIPU) continues its downtrend, currently trading at $61.54 on Hyperliquid, down about 3.40% in the past 24 hours. The token has dropped roughly 33.78% from its recent high of $92.9 on October 7, and is down approximately 82.91% from its all-time high of $360 when it first launched on on-chain markets on June 22. The largest ZHIPU long position holder (0x8b3) liquidated all 74,200 ZHIPU long contracts this afternoon, with the liquidation totaling around $4.5445 million and resulting in a loss of roughly $2.7063 million. The whale initiated this long position on September 11, then added to it in batches continuously, holding at an average entry price of $97.7. After holding the position for about 39 days, the account exited entirely at a price roughly 37.32% below its average cost basis.

According to official announcements, 21Shares has launched two physical token-backed ETPs in Europe: the Lighter (LIT) ETP and Venice Token (VVV) ETP, each carrying a 2.50% fee. The Lighter ETP, trading under ticker LIHT, is listed on Germany’s Xetra exchange and supports trading in euros and U.S. dollars. The Venice Token ETP, with ticker VENC, is listed on the SIX Swiss Exchange and trades in U.S. dollars.

Beating AI News Flash: AI search company Exa has launched Exa 3.0, a version built primarily to provide web search capabilities for AI Agents. Exa claims the new tool ranked first in all 8 evaluations including deep research, code retrieval, financial and corporate investigations, outperforming tested peers Perplexity, Brave, and Parallel. Third-party evaluator Artificial Analysis, using the same models and Agent frameworks, found Exa Auto achieved an overall score of 80, tying for first place with Perplexity Search. However, Exa’s average task completion time stands at 43.7 seconds, compared to Perplexity’s 25.5 seconds. The lower-priced Exa Lite scored 79, with a task time shortened to 29 seconds. The upgrade’s core focus is reducing the cost for AI to process search results. The new Dynamic Highlights feature no longer extracts content page-by-page; instead, it synthesizes all search results, allocates more tokens to high-value snippets, and removes duplicate information. Exa says this cuts token consumption by 95% compared to reading full web pages. Artificial Analysis measured that, versus the old summary mode, the Agent’s total tokens per task dropped from 299,000 to 157,000 (a 47% reduction), with total costs falling by 21%. The technology was available in preview as early as August and is now officially launched. Exa also trained a larger Embedding model and expanded its search index, which now covers 1.27 billion e-commerce product listings, over 211 million merchants, plus real-time data including flights, weather, and sports events. The newly launched Lite tier costs $4 per 1,000 searches, while Auto is $7 per 1,000 searches, both available via API.