Data: Web3 social application Towns has over 400,000 total users, with over 200,000 token holders

Beating AI Express Brief: NetEase Youdao’s office agent LobsterAI has released a user letter in response to Tencent’s upcoming shutdown of QClaw. The letter criticizes the "internal horse-racing" (internal team competition) at major tech firms, stating that LobsterAI will not adopt an "act first, explain later" approach to product development, nor will it treat user experience and data as bargaining chips in internal competition. All product planning, feature iterations, and every decision will be accountable to users. QClaw, a local AI assistant launched by Tencent in March this year, supports remote computer operation via WeChat. On September 24, Tencent announced that QClaw would be shut down on December 24, citing business adjustments as the reason, and offered refunds and a migration path to WorkBuddy. Notably, NetEase Youdao launched a QClaw migration assistant on the same day of the shutdown announcement, allowing users to import their existing data into LobsterAI.

Lumentum CEO Michael Hurlston said in an interview with Bloomberg in Tokyo today that driven by demand from AI data centers, the company’s optical device production capacity is fully booked through early 2029. He noted that the supply shortage is expected to persist: around 70% of demand for some products will still go unmet next year, while others will face a supply gap of roughly 30% of their demand by 2028. According to TradingBeats’ monitoring, as of press time, the latest quoted prices of LITE and AAOI perpetual contracts on Hyperliquid stand at $1,092 and $111.77 respectively, up about 3.6% and 3.3% from levels before the report was released at 08:24 this morning.

According to Onchain Lens monitoring, a newly created wallet received 110,000 HYPE tokens (valued at approximately $9.73 million) from another wallet, shortly after which it staked all of the tokens.

According to official announcements, OKX’s Flash Earn Lite has launched staking for USDT and XDP. From now until 15:00 UTC+8 on October 14, users who subscribe to designated assets will be eligible to split 280,000 USDT and 15,000,000 XDP in airdrop rewards. The activity is accessible via the event link or the "Flash Earn" section at the top of the OKX App’s Explore page.

According to on-chain analyst Ai Yi (@ai_9684xtpa)’s monitoring, well-known trader @XXAntiWar has made 13 ZEC trades since September and opened another short position two hours ago. The trader currently holds a 3x leveraged short position of 3,356.65 ZEC, worth approximately $4.11 million, with an entry price of $1,221.4296. Previously, she took profit on a short position 14 hours ago, netting $545,000. Of the 13 total trades, 8 were profitable and 5 unprofitable, translating to a win rate of around 61.5% and cumulative profit of $216,000. 11 of these trades were short positions, accounting for 84.6%, with only 2 being long positions.

Binance Alpha airdrop will open for claiming at 17:00 today (UTC+8). This event adopts the updated Binance Alpha Box model, with the airdrop pool including tokens from multiple projects. Users holding at least 245 Alpha points can claim one token reward on a first-come, first-served basis. Claiming the airdrop consumes 15 Alpha points. The airdrop features three reward tiers: Common (accounting for 80% of the reward pool), Rare (15%), and Ultra Rare (5%), each with a different Alpha Box value. Upon claiming, users will be automatically assigned to one tier, and rewards will be distributed proportionally based on the tier. If all rewards are not fully distributed, the point threshold will automatically decrease by 5 points every 5 minutes.