FAN

【This Week’s Catalysts | 11.09–11.15】
Today
kinetiq:native / $HYPE | Elysium mainnet is live: HL’s first L2,
Gas=$HYPE, 50% of sequencer revenue used to buy back and burn kinetiq:native
ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 | Babylon native BTC collateral Snapshot ends today at around 22:03 (an on-chain AIP is still needed afterward)
Polymarket | Protocol V2 migration
11/10
U.S. October CPI | 21:30
InfiniFi | Airdrop registration until around 23:30
11/11–12
$SYRUP | Maple AMA (around 00:00 on the 12th)
$ALLO around $24M (~38% of circulating supply), $PUMP around $26M
MSCI Novem

[On-chain activity] $HYPE Large unstaked holdings flow into FalconX 👀
Over the past ~11 hours, three addresses transferred a total of 512k $HYPE to FalconX Deposit one after another, worth approximately $39.3 million
0xE0f3: 122.9k tokens, approximately $9.42 million
0xB750: 85.6k tokens, approximately $6.57 million
0x416Be: 303.5k tokens, approximately $23.31 million
Looking further back, all three addresses had previously recorded large staking positions
Over the past two days, the related holdings have gradually moved out of the Hyperliquid staking system and then into FalconX
The three tr

“GTA: Liquidity Crisis”?

【On-chain Activity】
1. $IN Multisig funds consolidated, then bridged cross-chain to BSC
About 1 hour ago, address 0x59Dc received a total of about 44.88 million $IN, worth about $1.27 million, from 5 Gnosis Safe multisigs within a short period
It then bridged from Ethereum mainnet to Bsc
Personal take
The multisig positions were consolidated before bridging cross-chain, with a very orderly pace
Keep an eye on whether 0x59Dc deposits to an exchange next
2. $SYRUP ParaFi Capital-affiliated address receives a large token allocation
Address 0xCA31, labeled as associated with ParaFi Capital, rece

This $AKE continues to decline 📉 by 30%

So, was it a coincidence? #BTC

【On-Chain Activity】 $HYPE Large token transfers, major bullish news + whales opening longs; currently up over 10%
① Large on-chain movements
At the beginning of October, HyperLabs unstaked 3.75 million $HYPE, worth about $330 million, for team allocations and institutional OTC trading
Of those, 625,000 $HYPE have remained at address 0x3277
Yesterday, this address first transferred 1 HYPE (about $79) to a new wallet, 0x5a4c...072C, then transferred 0.999 HYPE for a staking test
Today, 625,000 $HYPE, worth about $54.59 million, was transferred from 0x3277 to a new wallet via a Hyperliquid syste

【On-Chain Alert】 ethereum:0x6c76de483f1752ac8473e2b4983a873991e70da7 sees large-scale burn 👀
2 hours ago, a Gate internal wallet transferred 10 million ethereum:0x6c76de483f1752ac8473e2b4983a873991e70da7, worth approximately $534.2k, to the BurnMintTokenPool contract.
The contract then transferred all 10 million ethereum:0x6c76de483f1752ac8473e2b4983a873991e70da7 to the zero address (0x0000), presumably completing the burn.
(I just got to the hotel, so has this news not been announced?)