Ansem on Short-Term Trading: Time Is Also a Crucial Metric for Risk Management

According to a report by the UK’s Financial Times citing people familiar with the matter, Blackstone recently told investors in Anthropic’s $63 billion chip financing deal that the AI startup may not immediately secure an investment-grade credit rating after going public, with major rating agencies more likely to assign it a BB-range rating—speculative grade, commonly known as "junk status". Under the rating frameworks of S&P Global and Fitch, a BBB- or higher rating qualifies as investment grade, while BB+ and below fall into the speculative category. If Anthropic ultimately lands a junk-grade rating, its financing costs could climb, and the pool of capital accessible to institutions restricted to investment-grade assets—such as insurers and pension funds—would shrink. The pressure stems largely from Anthropic’s massive planned computing power spending: the company previously disclosed plans to invest over $800 billion in computing infrastructure by 2045. While Anthropic currently holds more than $112 billion in cash and cash equivalents and intends to raise additional funds via an IPO, its long-term computing commitments have left investors worried about its future capital needs and debt capacity. Following the report, U.S. tech stocks extended losses, with the Nasdaq 100 index closing down 3.5%. However, Anthropic has not yet obtained official credit ratings from S&P, Moody’s, or Fitch, so Blackstone’s assessment is not an official rating outcome.

Liquid staking protocol Kintsu, built on the Monad blockchain, announced that its official website kintsu.xyz has been restored to normal and is now pointing to the project’s official infrastructure. However, as DNS caches have not fully refreshed, some networks may still access a malicious site within the next hour. The team reminded users to avoid accessing kintsu.xyz and connecting their wallets until the project issues an official security confirmation notice. Earlier, security firm Blockaid warned that its system had detected an ongoing front-end attack linked to the StepDrainer toolset, targeting three websites: kintsu, flap, and stonkbrokers. Blockaid noted that the affected sites had been injected with malicious scripts; users who clicked "Connect Wallet" could be redirected to a malicious asset theft page. The firm advised users to temporarily avoid using the decentralized applications in question, adding that it is investigating the attack, gathering additional information, and will release further updates.

According to Lookonchain monitoring, a newly created wallet address (0x1c75) withdrew 1.15 million LIT (valued at ~$3.31 million), 7.995 million ENA (~$1.51 million), and 7.31 million ARB (~$1.18 million) from OKX.

A newly created wallet (0x1c75) withdrew 1.15M $LIT($3.31M), 7.995M $ENA($1.51M) and 7.31M $ARB($1.18M) from #OKX.

According to monitoring by AI Aunt, the address 0xaea…c2416 previously shorted 9,700 ETH using 25x leverage, with a position value of roughly $22.46 million and an average entry price of $2,311.92. The address opened the short position on October 27, and closed it during ETH’s rebound following a pullback at 18:33 yesterday, with an average exit price of $2,239.5, netting around $692,000 in profit over five days. While holding the position, the short once saw an unrealized profit of $1.337 million. The account’s cumulative profit has now risen to $7.57 million, partially recouping the $916,000 it lost when shorting BTC in mid-October.

Privacy blockchain project Iron Fish announced it will formally end all remaining support for the Iron Fish network later today, and archive its code repository after fixing the underlying vulnerability. The team said it previously detected abnormal activity involving the wIRON token and ChainPort cross-chain bridge. After collaborating with ChainPort to review logs, the issue was confirmed to stem from an inflation vulnerability in the Iron Fish blockchain itself, with its root cause traced to a code commit in the Merkle Tree implementation from early 2019. A flaw in the nullifier calculation mechanism for transaction notes allowed attackers to double-spend the same asset, then aggregate the related assets and transfer funds out via the ChainPort cross-chain bridge. The team added that this code path had been subject to both internal and external audits, yet the vulnerability remained undetected. Iron Fish has now submitted a vulnerability fix patch and attached a detailed post-mortem analysis report in the relevant pull request (PR), and will subsequently close and archive its code repository. The project also warned that most crypto networks cannot upgrade their code immediately, and are facing growing security risks. As the ability to discover and exploit complex code vulnerabilities becomes more widespread, the security protection pressure on blockchain projects is rising.