Analysis: Wallets holding 1 to 100 BTC have added a total of 14,207 BTC over the past two weeks, strengthening bullish signals.

According to monitoring by OnchainLens, a user named "Ma Ji" sold BAYC #7256 for 7 ETH, equivalent to approximately $14,850. The NFT was purchased three years ago at a cost of 34.2 ETH (around $62,710), resulting in a loss of roughly $47,870 from the sale.

Santiment noted in a post that the number of non-empty Bitcoin wallets reached 59.99 million on October 16, and has since fallen by around 108,700. BTC’s price has now dropped below $75,000, a sign that some small-scale holders may be losing patience. Santiment emphasized that the decline in wallet count does not necessarily mean Bitcoin’s actual usage is shrinking. During extended market downturns, small traders often merge wallets or liquidate positions out of panic; this retail capitulation has historically been a hallmark preceding major crypto market rallies. If wallet numbers keep declining while BTC’s price stabilizes, this signal will turn more bullish.

Polymarket Vice President of Engineering Josh Stevens announced that the platform has added a withdrawal address whitelist feature. Users can restrict withdrawals to approved addresses; adding a new address requires email verification and a 48-hour lock period. If the operation is not initiated by the user, they can cancel the new address application via a verification email. Stevens noted that this feature is designed to mitigate fund risks in scenarios like account session theft or users mistakenly signing malicious transactions, preventing attackers from transferring funds or positions to unauthorized addresses. He advised users of the latest wallet version to enable this feature, which can be configured via "Settings → Account". Additionally, the platform is developing Passkey support to further boost account security. For users who have not yet used the deposit wallet, the team is building a wallet migration tool; users who don’t want to wait can also access this feature immediately by creating a new account. The platform also plans to roll out more built-in security measures that do not require manual activation by users in the deposit wallet.

Insight Beating AI Flash News: Herdr is a tool specifically designed for managing AI programming assistants, essentially an Agent version of tmux. Claude Code and Codex handle code writing and task execution, while Herdr centralizes their management. Developers can run multiple Agents simultaneously, track each’s progress, and assign tasks between them. Background tasks continue running even when the terminal window is closed. On November 10, Herdr announced the launch of its official mobile app, supporting iPhone, iPad, and Android. This allows developers to remotely view and operate running Agents when away from their computers. For example, if Codex is modifying code on a PC and the user is out and finds it stuck on permission confirmation, they can resolve it directly via their phone. The app centrally lists Agents across different PCs, categorized by status such as requiring manual intervention, completed, and active. Tapping a task opens its live running terminal, where users can view output, input commands, and advance work. The mobile app also supports pasting screenshots, uploading photos, and issuing voice commands directly to Agents. Voice recognition can use models downloaded locally to the phone, or Apple’s or Google’s speech recognition services. Herdr launched a standalone herdr-core runtime and new desktop client at the end of October. The mobile version connects to the PC’s herdr-core via SSH, directly accessing the original terminal—no Herdr account required, and no data passes through official relay servers. Remote connections typically rely on Tailscale or other VPNs. The app is now available on the App Store and Google Play, free to use, but it is only compatible with the new herdr-core and does not support the older Herdr TUI for now.

TSMC released its October 2026 revenue report. The company’s consolidated revenue for October 2026 reached NT$586.89 billion, rising 14.7% month-over-month and 59.7% year-over-year. Its cumulative revenue from January to October 2026 totaled NT$4.485 trillion, a 43.3% year-on-year increase.

Insight Beating AI Flash News: Grok Bot announced on its official account that it has reset the weekly usage quota for all users. The move follows a wave of user complaints over abnormal quota consumption and degraded performance in the past week. Earlier, numerous paid users reported their weekly quota was being depleted far faster, with some showing double usage even without running any tasks. Musk had responded at the time that the cost of running Grok Bot had become unsustainably high relative to revenue. Users then further griped that the product had grown "dumber": tasks that previously completed normally now frequently failed and required repeated retries, further speeding up quota consumption. On November 9, Musk said he had just conducted a concentrated review with the engineering team and was pushing fixes overnight, focusing on boosting token efficiency and task execution performance, with noticeable improvements expected the next day.