Analysts: The rise in U.S. Treasury yields helps tighten financial conditions, but cannot replace the Federal Reserve’s role in fighting inflation.

On-chain analyst Ai Yi (@ai_9684xtpa) has detected another large ETH holder liquidating their position, with an estimated $12.41 million worth of holdings sold over the past half month. The relevant address is 0x7eE…76066, which holds 5,160 ETH at an average cost basis of $2,433. The address’s most recent deposit occurred around an hour ago, when it transferred 2,252 ETH (valued at roughly $5.29 million) to OKX. If the entire position is sold, the holder is expected to take a loss of approximately $148,000.

Amazon will release its earnings report after Thursday’s US stock market close, with the focus on whether AWS can return to above 40% growth, its $220 billion capital expenditure, and ad monetization efficiency. For the third quarter of fiscal 2026, the single-quarter revenue forecast is $202.244 billion, expected to rise 12.25% year-over-year; net profit is projected at $21.363 billion, up 0.83% year-over-year. Major investment banks have issued their outlooks: Bank of America forecasts AWS revenue to grow 40% year-over-year, above the market consensus of 38%; HSBC projects its operating profit to reach $27 billion, with sales slightly exceeding the upper end of the guidance; JPMorgan believes AWS margin expansion and improved retail business efficiency will continue to drive profit growth; Morgan Stanley highlights the retail business’s layout in intelligent agent commerce and the market position of its Bedrock AI platform.

According to Deribit data, at 16:00 Beijing time (08:00 UTC) this Friday (October 30), approximately 135,000 BTC options will expire and settle, with a nominal value of around $10.92 billion. The current put/call ratio is 0.53, and the max pain point stands at $78,000. For the same period, ETH options have a nominal value of around $776 million, with a max pain point of $2,500 and a put/call ratio of 0.77.

According to official announcements, Binance Wallet will launch predict.fun’s Prime Sale Pre-TGE event from 4:00 PM to 6:00 PM on October 29. Eligible users must participate using Binance Alpha points.

According to an official announcement from the Initia Foundation, the foundation has approved funding to fully restore the 1:1 backing for affected Noble USDC, WETH, and AUSD0 held as collateral for iUSD. The funds will cover verified shortfalls, with caps set at 1.08 million USDC, 105 ETH, and 1.4 million AUSD0 respectively. Disbursements will be executed after reconciliation is completed and final transfer approval is secured. The statement clarified that the affected assets are Noble USDC, WETH, and AUSD0 already held as collateral for iUSD. The foundation’s current initiative aims to restore the backing ratio of these assets to a full 1:1, covering only confirmed actual shortfalls without exceeding the aforementioned caps. Specific transfers will only proceed after reconciliation is finalized and final approval is obtained.

Beating AI Express (Dongcha) – Terminal emulator Ghostty has released version 1.4.0 after 7 months of development, with nearly 2,900 code commits from 172 contributors. The update primarily resolves long-standing memory usage issues during extended terminal sessions, bringing significant improvements to performance and graphics support. Key enhancements: The new version automatically compresses off-screen terminal history when idle, decompressing on demand during review or search. Plain text history compression reduces physical memory consumption by 70% to 90%, while the default per-terminal history limit has been raised from 10MB to 50MB – even at full capacity, it remains more memory-efficient than the previous version. The update supports macOS and 64-bit Linux. Background tabs no longer consume constant GPU resources: Official macOS tests show GPU memory usage dropped from ~385MiB to 18MiB when running 1 visible tab and 20 background tabs. The terminal output reading mechanism was also rewritten, boosting macOS data throughput by 25% to 55%; outputting a 150MB text file via `cat` now takes 566ms, down from 1.5 seconds. Ghostty has also added animation and relative positioning support for Kitty’s graphics protocol. Previously, GIF animations in terminals only displayed as static images, but they now play correctly. The founder noted this is the first terminal besides Kitty to fully implement this graphics protocol. Additional updates include support for macOS 27, EGL-based rendering for Linux, and `ghostty +ssh` which automatically installs required terminal configurations when connecting to remote servers. Ten security vulnerabilities were fixed, including one related to Kitty’s graphics instructions: attackers could trick terminals into displaying malicious output, potentially causing crashes, abnormal memory usage, and in specific scenarios, reading or deleting files outside temporary directories.