The Morning Minute (10.21) Top News: -Crypto majors are green up led by ZEC +12%; BTC at $83.4k -Staked ETH hits ATH at 35.9% after 6 straight quarters of growth -Seven more major companies object to tokenized stock trading -Collector Crypt smashes records in packs, revenue & daily users after Pump integration -Pump signs Kimchi and introduces new ad campaign; Kimchi coin runs to $40M 🌎 Macro Crypto and Markets -Crypto majors are green up 2-4%, ZEC leads; BTC +2.4% at $83.3k; ETH +3% at $2,460; SOL +2.5% at $107; HYPE +4% at $81; ZEC +12% at $1,280 -Top alt movers include ENA (+12%), PYTH (+11%), NEAR (+10%) and VVV (+8%) -Oil -1% at $99; Gold +0.2% at $4,150 -Stock futures are green as oil falls; DOW +0.1%, Nasdaq +0.6% -Microsoft, Alphabet, Goldman Sachs, Qualcomm, Caterpillar, McDonald’s and Western Digital joined the list of companies objecting to tokenized versions of their shares trading on the OKX-ICE venue, taking the count from nine to 16 in four days -Bitwise’s Q4 staking report shows Ethereum staking at a record 43.8 million ETH, or 35.9% of supply and roughly $106 billion at current prices, a sixth straight quarter of growth -The CFTC set the agenda for its first Frontier Forum on October 28, examining how AI could reshape derivatives markets and how traders’ own AI agents might operate under existing rules -Mastercard opened early access to Agent Pay for Machines, letting AI agents discover services and pay for them within human-set spending caps -Wallets tied to April’s $295.7 million Drift exploit moved 25,700 ETH worth about $61.6 million into Tornado Cash over roughly two hours after two months of dormancy -Zcash developers settled on block 3,543,405 for the NU7 upgrade, expected around November 5, cutting block times from 75 seconds to 25 and shutting down Sprout, the original privacy pool, permanently Corporate Treasuries & ETFs -The Bitcoin ETFs saw $23M in net inflows on Monday; the ETH ETFs lost $26M in net outflows Meme Coin Tracker -Meme leaders were mostly green; DOGE +4%, SHIB +4%, PEPE +9%, PENGU +8%, TRUMP +8%, SPX +7%, Bonk +7% -Robinhood chain leaders were mixed; Pons +10% to $195M; AI +20% at $90M; Cashcat +12% at $115M; Orbio +85%, Hookr +20%, Boner +25% and Priors +33% led top movers -Solana top movers included KIMCHI +650x to $30M, Pill +280% to $2.4M, and Stonk +23%; Ansem +10% at $100M 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols in revenue on the day with $2.5M followed by Pump Fun at $2.18M and Hyperliquid at $1.92M -Pump Fun introduced Kimchi as its latest app partner and rolled out a new ad campaign “pill your friends” around the launch -Collector Crypt posted record numbers across the board after plugging into Pump.fun’s distribution -OpenSea rolled its mobile app out to everyone for the first time after a closed beta 🚚 What is happening in NFTs? -NFT leaders were mostly green; Punks +4% at 31.3 ETH, BAYC +8% at 5.99 ETH, Pudgy +2% at 2.45 ETH -Invisible Friends (+150%), Good Vibes Club (+36%) and Statements (+41%) led top movers; Fidenza +20%

The Morning Minute (10.20) ⏰Top News: -Crypto majors are slightly red as oil soars to local highs; BTC at $81.5k -JP Morgan calls for 10% annual BTC returns, higher than stocks, REIT & gold -BTC ETF inflows reach $526M in biggest day in a month -Papertrade announces major change, PAPER nontransferable + uncapped -Hyperliquid Policy Center asks SEC for clarity on airdrops and buybacks 🌎 Macro Crypto and Markets -Crypto majors are slightly red; BTC -0.75% at $81.5k; ETH -1% at $2,380; SOL even at $104; HYPE -1% at $78; ZEC +1% at $1,140 -Top alt movers include WLD (+9%), TIA (+7%), Stable (+6%) and ZRO (+4%) -Oil +6% at $109; Gold -0.4% at $4,140 -Stock futures are mixed as oil jumps; DOW +0.1%, Nasdaq -0.6% -The Mt. Gox trustee pushed its repayment deadline to October 31, 2027, a fourth consecutive one-year delay -JPMorgan brought its JPM Coin deposit token to Ethereum for institutional clients -JPMorgan Asset Management included bitcoin in its long-term return forecasts for the first time, projecting a 10% annual base case over the next decade against 7.5% for U.S. large-cap stocks and 5.5% for gold -BlackRock filed for a buffered Bitcoin ETF that would absorb roughly the first 10% of losses in exchange for a capped upside -Mastercard launched Stablecoin Security, a tool that scores stablecoin payments for fraud, scam and sanctions exposure before funds move onchain -XRP Ledger developers published a second amendment to fix the lending protocol before the first one ever activates Corporate Treasuries & ETFs -The Bitcoin ETFs saw $527M in net inflows on Monday; the ETH ETFs lost $103M in net outflows -Strive bought 4,045 BTC for about $335 million at an average of $82,803 between October 12 and 16, lifting holdings to 36,818 BTC and funding the purchase with $369.2 million from warrant exercises -Strategy bought 267 BTC for $22.1 million while repurchasing $193.1 million of STRC preferred -Tom Lee’s Bitmine added 12,535 ETH worth about $30 million to reach 6,041,481 ETH, or 4.9% of all Ethereum, putting it 99% of the way to the 5% target Meme Coin Tracker -Meme leaders were mostly green; DOGE +1%, SHIB -1%, PEPE +3%, PENGU +1%, TRUMP -1%, SPX +1%, Bonk +1% -Robinhood chain leaders were mixed; Pons +2% to $179M; AI -5% at $75M; Cashcat -3% at $102M; Torch +60%, Schiffy +30% and LLL +68% led top movers -Solana top movers included Borly +18x, Pokemon +73x and Dacity +30%; Ansem -10% at $90M 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols in revenue with $2.5M, followed by Pump Fun at $2.18M and then Hyperliquid at $1.92M - Pump Fun rolled out gacha packs in its app, spanning categories like Pokemon, One Piece, Sports and Watches, with price points from $25 to $5,000 per pack -Papertrade said it won’t make PAPER transferable because a tradable perp on the token would let an attacker short the protocol’s own solvency, while also rewriting its fee and minting rules -The Hyperliquid Policy Center asked the SEC to write its airdrop position into the final rule so free tokens aren’t treated as securities along with 4 other requests 🚚 What is happening in NFTs? -NFT leaders were mostly flat; Punks even at 31 ETH, BAYC -1% at 5.55 ETH, Pudgy even at 2.4 ETH -Credits (+24%) and Stonkbrokers (+14%) led top movers

The Morning Minute (10.19) ⏰Top News: -Crypto majors rebound despite Black Monday fears; BTC at $82k -Bitcoin ETFs see $228M in net outflows this past week; ETH ETFs lost $320M -Circle plans to expand into 40 emerging market countries -Papertrade leads onchain protocols in revenue on week with $30M -Trenches index hits “cold” for first time since April 🌎 Macro Crypto and Markets -Crypto majors are flat on the day but rebounding from a Sunday selloff; BTC even at $82k; ETH -0.2% at $2,410; SOL +0.4% at $104; HYPE even at $79; ZEC +1% at $1,130 -Top alt movers include Ray (+7%), ARB (+7%), VVV (+5%) and PEPE (+5%) -Oil +4% at $101; Gold +0.4% at $4,200 -Stock futures are green after news of a Putin peace summit incoming; DOW -0.1%, Nasdaq +1.1% -Goldman Sachs, Wells Fargo and Morgan Stanley all told third-quarter earnings calls that tokenization is a growth opportunity rather than a threat -Nine companies including Broadcom, Verizon and UnitedHealth have objected to having their shares traded on the OKX-ICE tokenized stock venue -Crypto super PAC Fairshake has now spent about $46.66 million trying to keep Sherrod Brown out of the Senate -A federal judge refused to let the CFTC walk away from its own $5 million settlement with Gemini -Circle plans to expand into roughly 40 emerging and developing countries -Nine organizations launched the Quantum Alliance, an open standards body modeled on the IETF Corporate Treasuries & ETFs -The Bitcoin ETFs saw $228M in net outflows this past week; the ETH ETFs lost $320M in net outflows Meme Coin Tracker -Meme leaders were mixed; DOGE -1%, SHIB even, PEPE +4%, PENGU even, TRUMP -2%, SPX -4%, Bonk -1% -Robinhood chain leaders fell over the weekend; Pons -20% to $176M; AI -30% at $80M; Cashcat -10% at $105M; Orbio +10%, Boner +13% and Torch +78% led top movers -Solana top movers included Dacity +150%, Weft +550% and Pierre +29x 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols in revenue on the week with $30.56M, followed by Hyperliquid at $16.4M and Pump Fun at $14.26M -BNB Chain burned about 1.646 million BNB worth roughly $1 billion in its 37th quarterly Auto-Burn -The unofficial trenches index hit “cold” for the first time since April, after reaching Euphoric conditions in August-September 🚚 What is happening in NFTs? -NFT leaders were mixed; Punks even at 31 ETH, BAYC +6% at 5.6 ETH, Pudgy -2% at 2.4 ETH -Hypurr (+24%) and Checks (+15%) led top movers

The Morning Minute (10.16) ⏰ Top News: -Crypto majors & alts rebound despite hot PPI; BTC at $82k -MSCI finalized index rules putting Strategy at risk of removal (MSTR -3%) -White House has no crypto lead after Patrick Witt announces departure -Binance US tries to raise $100M at $1B valuation -Solana RWA share soars from 5% to 26% over past year 🌎 Macro Crypto and Markets -Crypto majors are green and rebounding after a Thurday AM selloff; BTC +1.5% at $82k; ETH +4% at $2,460; SOL +4% at $106; HYPE +3% at $82; ZEC +14% at $1,230 -Top alt movers include TIA (+30%), INJ (+29%), ZRO (+20%) and NEAR (+15%) -Oil +2% at $97.5; Gold +0.8% at $4,200 -Stock futures are slightly green despite hot CPI and PPI this week; DOW +0.4%, Nasdaq -0.05% -MSCI finalized new index rules for non-operating companies that put Strategy at risk of removal from its global indexes -The White House has no crypto lead for the first time since Trump took office after adviser Patrick Witt announced his departure for the private sector -Solana has increased its RWA marketshare from 4.5% to 26% over the past year according to a report from Castle Labs -The U.S. turned into a net importer of bitcoin for the first time since 2022, per a Chainalysis report pointing to institutions buying more than retail is selling -Bitwise CIO Matt Hougan argued bitcoin wins whether the AI trade booms or busts -Russia is banning peer-to-peer crypto trading from July 1, 2027 under updated Bank of Russia guidance -Mastercard launched its Global Money Platform built on BVNK -Ledger unveiled the Atom, a touchscreen Android device it calls a “signer” rather than a wallet -Binance US is trying to raise up to $100 million at a $1 billion valuation Corporate Treasuries & ETFs -The Bitcoin ETFs saw $5M in net inflows on Thursday; the ETH ETFs saw $60M in outflows Meme Coin Tracker -Meme leaders were green up 2-5%; DOGE +3%, SHIB +4%, PEPE +4%, PENGU +4%, TRUMP +2%, SPX -1%, Bonk +4% -Robinhood chain leaders were green up 10-20%; Pons ++9% to $226M; AI +20% at $107M; Cashcat +15% at $115M; HOOKR +30%, Orbio +25% and MEME +30% led top movers -Solana top movers included FTR +2000%, 1 +3000%, Dacity +1200% and Bubble +1800% 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols in revenue with $5.98M on Thursday, followed by Hyperliquid at $3.46M and Pump fun at $2.08M -Pump fun’s Custom Pairs feature has quietly pulled roughly $5.9 million of PUMP out of circulation since launching last month, about 0.33% of the float -Jupiter rolled out its own Papertrade-like product offering 1000x leverage on crypto majors and did $1B in volume in its first day 🚚 What is happening in NFTs? -NFT leaders were mostly flat; Punks even at 31 ETH, BAYC -1% at 5.4 ETH, Pudgy even at 2.42 ETH -Yield Field Deeds (+14%), Argonauts (+12%) and OTC Desks (+75%) led top movers

The Morning Minute (10.14) ⏰Top News: -Crypto majors rebound ahead of CPI; BTC at $83.4k -Vivek’s Strive bought $280M in BTC last week, 13x Saylor’s buys -BTC and ETH ETFs flip back to inflows, ETH breaks 10-day outflow streak -STRC hits $99.90 and highest level since May depeg -Solana core dev announces Alpenglow live on October 21 on mainnet 🌎 Macro Crypto and Markets -Crypto majors are slightly green and rebounding; BTC +0.3% at $83.4k; ETH +0.2% at $2,500; SOL +1% at $107; HYPE even at $82; ZEC +4% at $1,240 -Top alt movers include PENDLE (+7%), STX (+6%) and VVV (+5%) -Oil +4% at $96; Gold -0.4% at $4,160 -Stock futures are mixed ahead of CPI; DOW +0.3%, Nasdaq -0.2% -Coinbase, which custodies roughly 5% of all bitcoin in existence, laid out what Bitcoin needs to survive quantum computers -Solana core developer Anza scheduled the Alpenglow consensus upgrade for mainnet-beta on October 21 -Interactive Brokers switched on ETH staking for its clients through infrastructure provider zerohash, adding a Staking Dashboard to the Client Portal -A bitcoin wallet that held through every crash since 2020 moved its entire 4,581.94 BTC balance worth about $377 million on October 12, splitting it across five new addresses -Binance is shutting down Binance Pool and every service attached to it, disconnecting miners on November 10 -BNY and Citadel Securities completed a test transaction using tokenized U.S. Treasuries to move the bonds from settlement into financing -Trezor is ending all reseller authorizations on January 1, 2027, days after Ledger’s security team found wallets from a Southeast Asian retailer carrying a hidden component Corporate Treasuries & ETFs -The Bitcoin ETFs saw $175M in net inflows on Tuesday; the ETH ETFs saw $25M in inflows and broke a 10-day outflow streak -Strive is selling a second class of preferred stock to buy more bitcoin, offering 5 million SATS shares at $100 each for $500 million at a fixed 15% dividend paid daily, after lifting holdings to 32,773 BTC worth about $2.7 billion Meme Coin Tracker -Meme leaders were slightly green; DOGE +1%, SHIB +2%, PEPE +4%, PENGU +2%, TRUMP +2%, SPX +1%, Bonk +1% -Robinhood chain leaders rebounded 10-25%; Pons +18% to $225M; AI +28% at $107M; Cashcat +18% at $118M; Orbio +18%, Boner +18%, Priors +30% and Shroom +50% led top movers -Solana top movers included Veil +280%, Altai +1600%, Claudia +80% and Bordr +80% 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols with $3.76M in revenue yesterday, followed by Hyperliquid at $2.18M and Pump at $2.17M -Sui processed its first native quantum-safe transaction on devnet -Bybit founder Ben Zhou announced that Bybit is working with Mantle to launch mStocks as their version of tokenized stocks 🚚 What is happening in NFTs? -NFT leaders were green and rebounding; Punks even at 31.5 ETH, BAYC +6% at 5.5 ETH, Pudgy +8% at 2.37 ETH -Credits (+40%), Normies (+29%) and Claus (+17%) led top movers -zkSnarks announced ‘Apparitions’ as a new character requiring 26 burned zkSnarks to mint