We stand with @bitget and its users after the recent incident. Our security team has been working closely with their side since it was detected, sharing intelligence, tracing funds, and supporting recovery. In moments like this, the industry unites against the attackers. The work continues.

Colossus 1 is 150k H100, 50k H200 and 30k GB200. Colossus 2 is 110k GB200 and 440k GB300. Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.

刚才上午跟大家做了个三个多小时的直播，这里总结一下直播中聊到的点： ① Bitget 安全事件12小时进展通报。以下为具体信息，不打官腔。 ② 受影响资产包括ETH、XRP（单链损失最大）、BNB、AVAX、USDT、USDC及其他代币。涉及链包括：以太坊、XRP账本、Arbitrum、Avalanche、Optimism、BSC、Base。所有链上冷钱包已确认安全，未受波及。 ③ 我们已联系所有受影响链的基金会，其中有基金会已确认冻结黑客钱包地址。我们正在全力跟进所有可行渠道，并将持续公布最新进展。 ④ 根据IP行为特征及链上分析，此次攻击手法与朝鲜黑客组织的已知模式高度一致。我们已上报相关机构，并全面配合开展全球调查。 ⑤ Bitget Wallet（去中心化钱包）与Bitget交易所基础设施完全独立运行，本次事件对其无任何影响。Bitget Wallet资产完全安全。 ⑥ 关于平台财务状况的透明说明：除逾4.64亿美元保护基金（均存放于可公开核查的钱包地址）外，Bitget自有资产超过10亿美元。用户资金以1:1比例覆盖，保护基金和用户资产数据均可链上核实。 ⑦ 关于提币恢复时间：我们的目标是尽快完成全面恢复。确认具体时间窗口后将第一时间公告。我们不会承诺无法兑现的时间节点。

Jeff predicted the Bitget situation back in 2023. The Hyperliquid founder had already warned the community about potential risks, saying that Bitget could become the next FTX. Ignoring the guy who built the antidote to FTX was a mistake. Ironically, Bitget CEO tried so hard to damage Hyperliquid reputation after the $JELLY incident that she ended up getting a dose of karma and a partial confirmation of Jeff’s prediction. ~$350M in losses. Yes, the funds will reportedly be reimbursed, but this is still a clear hit to their fund. Who’s losing users and trust now? Another reminder that CEXs can be some of the riskiest places to trade: • Hacks • Loss of user funds • Questionable listings • Price manipulation Pivot to Hyperliquid. Listen to Jeff Yan.

🇺🇸🇨🇳HUGE: Elon Musk, Sam Altman, Jensen Huang, Tim Cook, Mark Zuckerberg and Jeff Bezos attend Trump-Xi state dinner Some of the biggest names in U.S. tech and business gathered at the White House as President Donald Trump hosted Chinese President Xi Jinping for a state dinner. The guest list also included Google’s Sundar Pichai, AMD’s Lisa Su, BlackRock’s Larry Fink and other major business leaders.

Bybit team is standby to help in any ways that we can. Bitget helped us when we had the hack. we are updating lazarusbounty.com/en/ to help Bitget to capture and trace the stolen fund movement.

See you next week

BITGET WALLET IS NOT AFFECTED: Your funds are safe. Bitget Wallet operates independently as a self-custodial wallet. User assets remain onchain under users' control and are separate from Bitget Exchange's custodial infrastructure. Following the security incident involving @Bitget, we conducted a precautionary review of our internal systems as part of our standard security best practices. Based on our security review, we have found no security impact on Bitget Wallet systems or users' self-custodial assets from the security incident affecting Bitget Exchange. Bitget Wallet remains fully operational and secure. Please remain alert to phishing and impersonation attempts and only refer to updates from our official Bitget Wallet channels. For updates regarding Bitget, please refer to Bitget's official channels.

Regarding who is behind the hack: I present to you THE LAZARUS GROUP. just linked this hack to the AFX hack, which stole $24M in July and was specifically attributed to TraderTraitor. The stolen XRP from Bitget was bridged and can be directly linked to the funds stolen in the AFX hack. Stay smart.

1. We will keep accelerating. Our AI efforts are only 3 years old, vs 6 and 10 years old for Anthropic and OpenAI. If our second derivative remains strong, SpaceX will reach pole position in about 6 months. 2. Once you far exceed the caliber of intelligence needed for a class of tasks, additional intelligence is pointless. You don’t need (and it would be cruel to put) Newton-level intelligence in your toaster! 3. Hardware is hard. Bringing massive compute online rapidly is incredibly difficult. SpaceX has demonstrated exceptional ability in this regard and will only get better.

Bitget 表示可以兜底被盗的价值 $4.64 亿的风险保护基金，是一笔 5,500 枚数量的 BTC。 这 5,500 枚 BTC 位于下面 3 个钱包： arkm.com/explorer/address/3A… arkm.com/explorer/address/3K… arkm.com/explorer/address/3H…

Update: The funds hacked from #Bitget include: 102.93M $XRP ($157.48M) 31,890 $ETH ($85.75M) 34.75M $USDT ($34.75M) 21.05M $USDC ($21.05M) 19.67M $USD₮0 ($19.67M) 3,000 $XAUt ($12.82M) 12,719 $BNB ($9.88M) 821,012 $AVAX ($8.38M) 20.59M $TRX ($7.07M)

确认 1.初步评估涉及金额约3.516亿美金 2.平台有三层钱包体系，确认当前全部冷钱包未受影响 3.用户资金安全。本次损失金额完全在Bitget用户保护基金覆盖范围之内，保护基金当前规模逾4.64亿美元 已采取的措施： 1.事件发生后数分钟内启动应急响应小组 2.异常转账地址已标记并上报 3.出于资金安全考虑，提币功能暂时关闭，待安全核查完成后有序恢复 4.已通知执法机构及链上安全机构介入调查 我将以小时级别持续同步事件最新进展，请关注本渠道及官方各平台。正在准备会开启一个直播，直面大家有的任何问题。

WHITE HOUSE PREPARES 90-DAY DIESEL EXPORT BAN The Trump administration is preparing a 90-day ban on U.S. diesel exports, according to Politico, as record fuel prices intensify pressure ahead of the midterms. Diesel averages $6.52 per gallon, up $2.83 from a year ago. The proposal faces strong internal and industry opposition, with critics warning it could eventually reduce refinery output and push gasoline and jet-fuel prices higher.

I’ve actually entered positions in many tiny Korean companies recently… That actively supply memory, test, machines, etc. to $MU, $SKHY, Samsung, and others like $SMTC + US companies. It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs, memory, and others that are inflecting due to AI. I don’t share these names publicly since risks/volatility is enormous. But one or two going from $40M -> $400m makes the risk/reward worth it for me personally.

After a brief intermission, back to the regularly scheduled programming. The 10Y Note Yield is back to its highest levels since 2023 and the 30Y Note Yield is up to 5.35%, matching 2007 levels. Despite numerous intervention attempts by the US Treasury, nothing is working. It is becoming increasingly clear that the only way to drive yields lower over the short-run would be an end to the Iran War and the ongoing global energy crisis. However, over the long-run, this is a structural problem, with deficit spending and years of compounding inflation at its core. The reality is that the era of ultra-low rates that Americans and the world became used to will not return anytime soon. "Higher for longer" is the new normal.

《交易分析帖》 上一次的「剧本预判」大获成功， nitter.net/Jiangzhuoer2/status/20… 行情如剧本预判的一样， 先去扫76k的高清算区， 然后按a路径， 在75k之前止跌反弹， 一路涨到83~84k， 现在更是最高涨到了87.4k。 上一个剧本彻底结束， 现在预测后面可能的几个剧本： a、40%概率：BTC从我86789卖的位置开始跌。 这里已经很高了， 上一轮牛市最高点是2025年10月6日， 这一轮最高涨到了87.4k， 已经涨回了2025年11月20日， 距离牛市最高点仅一个月的程度。 短期持有者已实现盈利率， 已经涨到了25年10月牛市最高点的水平【图1】， 有很强的抛压需求。 b、30%概率：以横代跌， 虽然已经是高点了， 但踏空的人太多，跌不下去， 或者意思一下跌2~3k， 横一段时间， 消化掉目前过高的“短期持有者已实现盈利率”。 这种情况，我就找个位置止盈掉空单， 继续满仓ETH现货待涨。 c、20%概率：继续涨到88~90k， 再进入a情况开跌， 开启万刀大回调。 所以我在86789只空了50%仓位的BTC， 剩下准备88~89k空25%， 89~90k空最后25%。 d、10%概率：90k后还不停，继续涨， 我c情况加仓完，成本大概88k左右， 预计91~92k止损。 还是那句话： 对之前可能出现的几种走势剧本， 要做到心里有数。 然后在「剧本预判」成功时多赚， 在预判失败时少亏， 预判对时让利润奔跑，每次赚2万， 预判错时及时止损，每次亏1万， 这样在50%正确率的短线交易中盈利 ： ） 【近期交易记录】【图2】 均为实盘实时记录， （交易几分钟内发记录贴）， 不是马后炮式晒盈利仓。 【持仓中】9月22日卖50%仓位BTC价格86789 【盈利1.6%】9月11日卖100%仓位BTC价格77226，16日76012买回 【盈利2.5%】9月10日买5%仓位BNC均价4.5，21日均价6.78卖完 【盈利3.2%】9月4日卖100%仓位BTC价格82050，7日79480买回 【亏损1%】8月29日卖50%仓位ETH价格2430，31日2480买回 【盈利1.5%】8月22日卖50%仓位ETH价格2525，23日2450买回 【盈利4.7%】8月21日买100%仓位ETH价格2100，当日2198买回 【亏损12.6%】6月18日卖50%仓位ETH价格1738，7月15日卖50%仓位ETH价格1931，8月20日2100买回 【亏损2.4%】6月11日卖100%仓位ETH价格1629，15日1712买回 【盈利20.9%】4月8日卖50%仓位ETH价格2242，4月18日卖50%仓位ETH价格2420，6月5日1645买回 【盈利15.9%】2月6日买100%仓位ETH价格1850，3月4日2144买回 这几个月不加杠杆， 累积币本位盈利35.1%， U本位盈利98.6%， 【注意】 没交易时默认状态是全仓现货ETH待涨， 例如从76012到86789是一直持有全仓ETH。 上一交易分析帖：nitter.net/Jiangzhuoer2/status/20…