💵 The stablecoin market cap has shed $12.73B since May 22 and now sits at $300.36B (DefiLlama, Oct 25) 🔻 $USDC: $71.74B, down $4.69B in 30 days, about 80% of the monthly contraction 🔻 $USDT: $182.42B (60.74% share), down $1.29B in 30 days 🔻 $USD1: -$444.67M, $USDe: -$305.61M 🟢 $PYUSD: +$239.53M, $USDf: +$511.16M 🔻 Tokenized Treasuries: $16.2B (Aug 12) to $14.65B (Oct 25) Crypto’s dry powder is thinning, with $BTC near $80K, well below its $126K peak. But supply alone can’t show whether capital left crypto or just moved elsewhere. #Stablecoins #Crypto

📉 $BTC and gold are the two worst-performing major assets of 2026 (Charlie Bilello, Creative Planning, data through Oct 23) 🔻 $BTC: -7.3% YTD, last among 21 asset classes, at $80,472 and ~35% below its $126K peak 🔻 Gold: -7.5% YTD, closed at $3,995.81 after dropping below $4,000 for the first time since July For comparison: 🔹 Commodities: +52.5% 🔹 US large caps: +12.3% 🔹 T-bills: +2.9% Neither asset pays interest, so higher oil, inflation, and rate-hike fears weigh on both. CME FedWatch shows a 68% chance of a December hike, and the Fed decides Wednesday. #Bitcoin #Gold #Crypto

🤖 Grayscale research head Zach Pandl flags 3 blockchain projects at the crossroads of crypto and AI infrastructure 🔹 $PEARL: +580% in 3 months through Oct 22. It lets GPUs run AI tasks while securing a proof-of-work chain, and Grayscale cites a 93.5% jump in hash rate 🔹 DATA Network: 280M verified records of human-contributed AI training data, moving to Sui with Walrus storage 🔹 USD.AI: GPU-backed lending with $400M+ deployed and a $100M Bullish credit facility #Crypto #AI #Grayscale

⚠️ $BTC trades near $80.1K after briefly dipping below $80K on Saturday (low: $79,220), as Trump says the US could strike Iran as soon as Sunday or reach a deal 💥 $543.68M liquidated in 24h, $461.19M of it longs (CoinGlass) 🔻 US spot $BTC ETFs lost $635.49M on Oct 22, after a $528.40M outflow the day before 🛢️ Brent crude at $117.30 Glassnode puts the cost basis of ETF and treasury-company holders at $80K-$81.5K. A daily close below $80K would leave the average holder at a loss, with the True Market Mean near $77.6K in view. Next up: the Fed decision on Oct 28. #Bitcoin #Iran #Crypto

📉 CryptoQuant’s $BTC Bull Score Index fell from 80 to 60 since late September, after peaking at 90 🔹 The index combines 10 indicators covering demand, investor profitability, network activity, and liquidity 🔹 Readings above 60 are consistent with positive momentum Darkfost (CryptoQuant): “As long as it stays above 60, the overall momentum remains positive.” Weak spots: 🔻 Insufficient incoming liquidity 🔻 Slowing growth in $BTC demand 🔻 Weak sustained profitability among short-term holders All three “still need to improve further before bitcoin can make more progress.” $BTC trades near $81.7K. #Bitcoin #CryptoQuant #Crypto

📈 US spot $BTC ETFs pulled in $1.08B in 3 days (SoSoValue), but the pace is still below what fueled past steep rallies 📊 Past 3 rallies since Jan 2024 averaged ~$235M in daily inflows, with 39 days of $500M+ and 6 days of $1B+ 📊 Since Jul 1, inflows average ~$86M a day, with no $1B day and only 7 days of $500M+ 📈 $BTC is up ~39% since Jul 1, from ~$60K to ~$83.5K Giottus CEO Vikram Subburaj: “Institutional demand shows tentative improvement. However, flows remain volatile.” #Bitcoin #ETF #Crypto

📰 Coinbase Predict’s 8 big stories (Oct 20): 🏦 JPMorgan’s 2027 LTCMA projects a 10% annual $BTC return over 10-15 years, vs 7.5% for US large caps and 5.5% for gold 🇨🇭 Swiss regulator FINMA approved a retail ETF holding bitcoin directly (BBIT), expected to trade on SIX in November 📈 Saylor puts the market bottom just under $60K and says $BTC is “definitely moving back into the six figures” 🚀 SpaceX Q3 revenue: $14.58B, beating estimates 🤖 Anthropic H1 revenue: $16.3B (WSJ) 📊 Grok Bot daily users hit 450K, up 200% since September 🧬 OpenAI acquires Orchestra Bio 🏛️ CFTC holds its inaugural “super intelligence” forum on Oct 28 #Bitcoin #Crypto #AI

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🏦 JPMorgan’s 2027 Long-Term Capital Market Assumptions includes a return forecast for #Bitcoin for the first time: 10.0% compound annual return over 10-15 years, with 55% annualized volatility Compound annual returns for comparison: 🔹 Private equity: 9.8% 🔹 US REITs: 8.2% 🔹 US large cap: 7.5% 🔹 60/40 portfolio: 7.0% 🔹 Gold: 5.5% 🔹 US cash: 3.2% $BTC ranks #1 on JPMorgan’s list, though it isn’t included in the firm’s model portfolios. Bitwise CIO Matt Hougan thinks the volatility estimate is too high and the return too low. #Crypto

📈 US spot $BTC ETFs saw $526.6M in net inflows on Monday (Oct 19), their biggest day since Sept 22 ($714.75M) 🔹 $IBIT was the only one of 12 funds with inflows 🔹 October’s net outflow shrank from $617.17M to $90.57M 🔻 $ETH ETFs lost $103.28M, with outflows on 14 of the last 15 trading days ($1.12B total) 🔻 $SOL ETFs lost $6.72M $BTC trades at $82,060, back above Glassnode’s ETF cost basis of ~$81,500. Levels to watch: 🔹 Support: $80K and $76K 🔹 Resistance: $84K and $87.5K A daily close above $88K with renewed ETF inflows would signal buyers absorbing 6-12 month holder supply (Glassnode). #Bitcoin #ETF #Crypto

🐋 $XRP whales sent ~1.669B $XRP (~$2.22B) to Binance over 30 days, the highest in 7 months (CryptoQuant) 📊 Binance added ~54.6M $XRP in the past week 📊 Tracked exchange wallets hold ~22.06B $XRP, about 22% of max supply 📉 $XRP trades near $1.33, down 10-12% in October after starting the month near $1.49 🔹 Traders are watching $1.28-$1.32 as support CryptoQuant warns that higher whale inflows could raise selling pressure. But deposits don’t always mean a sale, as they can reflect rebalancing or wallet moves. #XRP #Crypto

🚀 4 months to $1B AUM. bStocks on Binance is now the fastest tokenized equity product to get there. Only 42% of its volume happens during US market hours. The bell rings, trading doesn't stop. And just 0.0025% of the global stock market is on-chain. Still early 👀

💥 $944.51M in crypto liquidations hit 177,127 traders in 24h (CoinGlass), after a hotter-than-expected US CPI 🔻 Longs were 91.6% of the total, about $863M 📊 $ETH: $283.1M liquidated, $261M+ from longs 📊 $BTC: $196M liquidated, ~$176M from longs 📊 Largest single order: a $12.03M BTCUSDT long on Binance 📊 ~$489M was liquidated in the last hour alone 📉 $ETH fell 5.31% to $2,373, $BTC fell 2.54% to $81,328, and total crypto market cap dropped 4.96% to $2.76T 🌏 September CPI came in at 3.7% YoY, up from 3.4%. Asia sold off too: KOSPI -7.85%, Nikkei -4.81%. Next up is the Fed meeting on Oct 27-28. CME FedWatch gives a 24.9% chance of a hike. #Bitcoin #Ethereum #Crypto

📊 Santiment’s social sentiment (X, Reddit, Telegram) shows $BTC and $XRP turning fearful while $ETH draws bullish buzz Bullish-to-bearish comment ratios: 🔻 $BTC: 0.82 🔻 $XRP: 0.92 (FUD) 🟢 $ETH: 2.05 (FOMO), up from 0.89 on Oct 1 Context: 🔹 $XRP fell 9%+ this week and has struggled to reclaim $1.40 🔹 $BTC was rejected near $87K and slid toward $81K on heavy long liquidations Santiment: “From a contrarian perspective, BTC and XRP’s fear is healthier than ETH’s crowd excitement if prices begin recovering.” #Bitcoin #XRP #Ethereum #Crypto

🎯 Prediction markets give $BTC just a 27% chance of hitting $100K before the end of 2026 (Polymarket) Polymarket odds before year-end: 🔹 $90K: 64% 🔹 $95K: 43% 🔹 $100K: 27% 🔹 $120K: 7% 🔻 $70K: 37%, $60K: 15% October odds (expiring Oct 31): 🔹 $85K: 80% 🔹 $90K: 32-35% 🔹 $100K: 2% 🔻 Touch $80K: 57% Kalshi’s year-end market projects $83,554, with its October forecast at $87K. Traders see a drop toward $80K as more likely than a six-figure rally this month. #Bitcoin #Polymarket #Crypto

🚨 Up to $93.2M in crypto was drained from wallets linked to Ledger devices sold by reseller CryptoBilis 📊 Bitquery: $93.2M traced, mostly $USDT and $TRX, from 315 wallets across 6 chains 📊 YFarmX: $94.5M from 521 addresses across 7 chains 🧊 Tether froze $10M in $USDT 🔍 ~$81M still traceable onchain as of Oct 11, though some funds moved through Tornado Cash and Zcash ⚠️ Ledger confirmed an unauthorized hardware implant in at least one device Ledger says confirmed cases involve only CryptoBilis devices. Critics note the reseller was listed as authorized on Ledger's website. If you bought via CryptoBilis, don't set up unused devices. If you're already using one, move funds to a new device with a fresh recovery phrase. #Ledger #Crypto #Security

📉 $BTC fell below $82K on Monday from an earlier high near $84,254, and has since rebounded to ~$83,214 💥 $488.61M in liquidations hit 118,142 traders in 24h 🔻 Longs: $406.48M (83.2%) vs shorts: $82.14M 📊 $ETH led at $115.19M, followed by $BTC at $106.61M 📊 Largest single liquidation: $9.65M $BTC long on Binance Pressures: 🔹 US spot BTC ETFs saw ~$680M in outflows (Oct 5-9) 🔹 10-year Treasury yield at 5.24%-5.3% 🔹 Oil and Middle East tensions All eyes on Wednesday’s CPI report, with PPI due Thursday. Support sits at $81K-$82K. #Bitcoin #Crypto

🔐 Four AI models were asked to estimate the odds that #Bitcoin’s signatures (ECDSA/Schnorr) get practically broken, inspired by Willy Woo’s Oct 11 post 20-year risk: 🔹 ChatGPT-6 Astra: ~76% 🔹 Claude Opus 5.5: ~66% 🔹 Grok Expert: 60% 🔹 Deepseek Deepthink: 34% ⏱️ 2-year risk: 0% to 2% across all four All four named quantum computing as the main long-term threat, with classical/AI cryptanalysis a much smaller one (2% to 10% over 20 years). These are speculative model-generated estimates, not verified probabilities. #Crypto #Quantum

🚨 Two Ethereum Foundation-linked wallets deposited 4,393 $ETH (~$11.13M) into Kraken 📊 The wallets received 59,751 $ETH from the EF a decade ago, when $ETH traded at $0.90 📊 49,751 $ETH from that batch has reached Kraken over 10 years, at an average price of ~$658 (EmberCN) A deposit alone doesn’t prove a sale, and no EF statement has confirmed one. #Ethereum #ETH #Crypto

📉 $BTC dropped to an intraday low of $80,507 after shedding $1,500+ in one hour, then rebounded to ~$82,300 💥 $1.14B in total crypto liquidations, led by $ETH at $333M 📊 ~$270M of that was $BTC longs 🛢️ Brent crude surged to $105 on fresh attacks on ships in the Strait of Hormuz and talk of renewed US strikes on Iran 📊 $BTC market cap fell from $1.74T (Mon) to ~$1.62T at the lows #Bitcoin #Crypto