Token | Trading Volume 【BTC】4.26 billion 【DCR】278,475.64 【WLD】7.65 billion 【NEAR】1.06 billion 【CORE】1.23 million 【ORDI】9.15 million 【TIA】33.23 million 【BNB】583.17 million 【UNI】175.93 million 【HYPE】41.35 million

According to crypto analyst Ai Yi (@ai_9684xtpa), three addresses highly likely belonging to Ethereum co-founder Joseph Lubin currently have a total of 412,430 ETH staked, worth approximately $653 million, and have borrowed 259 million DAI. Data shows that the health index of these positions briefly fell below 1.2 during yesterday's ETH price drop. However, the addresses associated with Joseph Lubin subsequently added approximately 110,000 ETH as collateral, restoring the health index to above 1.48. Ai Yi stated that Joseph Lubin acquired 540,000 ETH in 2015 through an Ethereum ICO at a cost of approximately $0.31. Based on the current position situation, the likelihood of his borrowed positions being liquidated has significantly decreased.

According to Odaily Planet Daily, "new stock market guru" Serenity published an article on the X platform stating that a new cycle for advanced AI packaging is approaching. He also shared recent timelines and key market players in the glass substrate industry chain, including: SKC Absolics plans mass production in the second half of 2026, primarily serving AMD customers; Samsung Electro-Mechanics and Sumitomo Chemical plan mass production in the second half of 2027, primarily serving Apple, Broadcom, and major cloud computing vendors; TSMC's 2-3 year forecast for its CoPoS route is largely accurate; Innolux is one of the beneficiaries; SHMD may also benefit, but its financial situation is relatively weak. Serenity believes that participants in the relevant industry chain may benefit multiple times, such as Innolux and SKC, while upstream equipment suppliers will also benefit from these mass production waves.

According to on-chain monitoring data, an early Ethereum holder who sold 60,000 ETH (worth $117.25 million) and 9,442 wstETH (worth $24 million) a week ago at approximately $2,040 each is now buying back ETH. Over the past two days, they have spent $55.8 million to buy 35,723 ETH at an average price of $1,563 each, and may continue to add to their holdings.

According to Huoxun Finance, on-chain monitoring data shows that Ethereum OG, which sold 60,000 ETH (worth $117.25 million) and 9,442 wstETH (worth $24 million) at approximately $2,040 per ETH a week ago, is now buying back ETH. In the past two days, it has spent $55.8 million to buy 35,723 ETH at an average price of $1,563 per ETH, and may continue to increase its holdings.