Skip to main content

Posts

Showing posts from October, 2025

Crypto Talkies October 30th 2025

Crypto Talkies A choppy day to close out crypto. A quarter point rate cut and cautious language from the Fed knocked risk appetite, and the market answered with a sharp flush. Bitcoin (BTC) slipped below the 110k mark as more than a billion dollars in long positions were liquidated across majors, with an earlier 300 million wave during the speech setting the tone for the selloff. Whale accumulation picked up on the dip, but steady outflows and a series of large Bitcoin transfers from SpaceX kept nerves on edge. The macro whiplash is real: only hours before, a tariff detente between President Trump and President Xi in South Korea had eased trade tensions, helping fuel a rebound in Bitcoin and the broader complex. The damage was uneven. XRP (XRP) led declines among large caps, shedding more than 9 percent from recent highs and erasing about 11 billion in market value, while Hedera (HBAR) debuted a spot HBAR ETF on the NYSE with 2.2 million dollars of first day inflows even as the token...

Crypto Talkies October 29th 2025

Crypto slipped into the evening on a cautious note despite the Fed’s rate cut, with total market cap down a little over 2 percent to about 3.81 trillion and Bitcoin (BTC) hovering near 111,000. Under the surface, though, the rails of institutional crypto kept laying themselves down. On the payments front, Visa widened its stablecoin experiment into a full-fledged buildout, adding support for four stablecoins across four blockchains and giving banks the tooling to mint and burn. Mastercard, meanwhile, is in late-stage talks to acquire Zerohash for up to 2 billion dollars, a move squarely aimed at owning stablecoin infrastructure. Circle opened the public testnet for Arc, its new Layer-1 designed to bridge traditional finance to onchain markets with help from more than 100 institutions. And Ondo brought tokenized U.S. equities to the BNB Chain, offering non-U.S. investors 24/7 access to over 100 stocks and ETFs with blockchain-based custody and settlement, a notable expansion for both O...

Crypto Talkies October 28th 2025

Crypto Talkies: Policy shockwaves, ETF heat, and a market bracing for the Fed Crypto heads into the evening with a heady mix of politics, policy, and price action. Bitcoin flirted with 116,000 earlier as traders fixate on the Federal Reserve’s rate decision, while headlines from Washington to Beijing reset the narrative on what is possible for digital assets through year end. In Washington, Representative Ro Khanna said he will introduce a resolution to bar the President, members of Congress, and their families from trading crypto or accepting foreign funds, a bid to de-risk conflicts of interest after President Trump’s pardon of Binance founder Changpeng Zhao. That move landed on the same day a 14-foot gold statue of CZ appeared in Washington, funded by anonymous donors, underscoring the cultural tug of war around crypto’s place in public life. The policy drumbeat did not stop there. Donald Trump named longtime crypto advocate Michael Selig as CFTC Chair, a signal toward an innovati...

Crypto Talkies October 27th 2025

Crypto closed the day leaning risk-on as investors positioned ahead of rate calls from the Fed and BOJ, a run of big tech earnings, and a global policy summit. Digital asset products pulled in 921 million dollars over the past two weeks even as some corners lagged, and Bitcoin (BTC) reclaimed momentum into the evening. Bitcoin shrugged off recent jitters, jumping back above 115,000 and clearing its 50 day moving average, with Bitcoin focused products attracting 931 million dollars in inflows while gold eased. The backdrop was not all smooth sailing. Core developers sparred over a temporary soft fork proposal, BIP 444, aimed at curbing non monetary data on chain, reviving debates about censorship and precedent. Meanwhile, the long shadow of Mt Gox lengthened again, with creditor repayments pushed to October 2026 as the estate continues to hold 34,689 BTC for eventual distribution. Ethereum (ETH) spent the day flexing its institutional muscle. Price action pressed toward the 4,200 area...

Crypto Talkies October 24th 2025

Crypto closed the evening on a cautiously upbeat note, with softer inflation readings lifting spirits and prices. Bitcoin (BTC) pushed higher as investors leaned into the prospect of a friendlier Federal Reserve path, though the rally came with a side of humility after high profile voices warned the asset could still see a drawdown of up to fifty percent. Ethereum (ETH) held its range near the upper end of recent trading, with traders eyeing a decisive move toward four thousand. Dogecoin (DOGE) continued to coil in a symmetrical triangle that has chart-watchers split between breakout hopes and the risk of a fake-out. Traditional finance kept inching closer to crypto plumbing. JPMorgan said it plans to accept Bitcoin and Ethereum as collateral for institutional loans by year end, using third party custody to secure pledged assets. Custodia Bank, teaming with Vantage Bank, rolled out a tokenized deposit platform for faster, programmable transfers that keep banks within the compliance la...

Crypto Talkies October 24th 2025

Crypto closed the evening on a cautiously upbeat note, with softer inflation readings lifting spirits and prices. Bitcoin (BTC) pushed higher as investors leaned into the prospect of a friendlier Federal Reserve path, though the rally came with a side of humility after high profile voices warned the asset could still see a drawdown of up to fifty percent. Ethereum (ETH) held its range near the upper end of recent trading, with traders eyeing a decisive move toward four thousand. Dogecoin (DOGE) continued to coil in a symmetrical triangle that has chart-watchers split between breakout hopes and the risk of a fake-out. Traditional finance kept inching closer to crypto plumbing. JPMorgan said it plans to accept Bitcoin and Ethereum as collateral for institutional loans by year end, using third party custody to secure pledged assets. Custodia Bank, teaming with Vantage Bank, rolled out a tokenized deposit platform for faster, programmable transfers that keep banks within the compliance la...

Crypto Talkies October 24th 2025

Crypto closed the evening on a cautiously upbeat note, with softer inflation readings lifting spirits and prices. Bitcoin (BTC) pushed higher as investors leaned into the prospect of a friendlier Federal Reserve path, though the rally came with a side of humility after high profile voices warned the asset could still see a drawdown of up to fifty percent. Ethereum (ETH) held its range near the upper end of recent trading, with traders eyeing a decisive move toward four thousand. Dogecoin (DOGE) continued to coil in a symmetrical triangle that has chart-watchers split between breakout hopes and the risk of a fake-out. Traditional finance kept inching closer to crypto plumbing. JPMorgan said it plans to accept Bitcoin and Ethereum as collateral for institutional loans by year end, using third party custody to secure pledged assets. Custodia Bank, teaming with Vantage Bank, rolled out a tokenized deposit platform for faster, programmable transfers that keep banks within the compliance la...

Crypto Talkies October 23rd 2025

As traditional markets stumbled, crypto stole the spotlight into the close. Gold suffered its steepest single day slide in over a decade, shedding an eye-popping $1.75 trillion in market cap, while Bitcoin (BTC) found a bid and extended gains. The move sharpened a growing narrative: when yellow metal wobbles, digital gold tends to catch some of the spillover. It was not all smooth sailing for crypto, though. Spot ETF flows for both Bitcoin (BTC) and Ethereum (ETH) swung negative again as volatility picked up, a reminder that the institutional money tap can turn off as quickly as it turns on. Chatter around first principles kept humming in the background. Tucker Carlson questioned Bitcoin’s origins with a CIA-tinged theory, while a new quantum computing milestone from Google sparked fresh debates about long-term cryptography, even if most engineers say the sky is not falling today. If there was a clear winner on the day, it was Solana. Ken Griffin’s Citadel disclosed a 4.5 percent sta...

Crypto Talkies October 22nd 2025

Markets wobbled into the evening, but meme mania still found a spark. Floki Inu (FLOKI) ripped as much as 30 percent after Elon Musk posted a photo of his dog as the CEO of X, briefly igniting trading activity before giving back gains alongside a broader pullback in Bitcoin (BTC). The whipsaw underscored the mood of the day: high volume, thin conviction, and a crowd still eager to chase headlines. Under the surface, institutional plumbing kept tightening. Bitcoin’s largest holders continued shifting exposure into exchange-traded funds like BlackRock’s vehicle, a migration that folds BTC into the traditional financial system and lets investors tap collateral and lending rails without immediate tax events. The ETF pipeline swelled too, with total U.S. crypto ETP filings rising to 155 across 35 digital assets and T. Rowe Price stepping in with an actively managed fund proposal, as the industry waits on key SEC calls stretching into late 2025. Asia delivered a split-screen view. Hong Kon...

Crypto Talkies October 21st 2025

Markets limped into the evening but found a few bright spots. Bitcoin (BTC) flirted with a potential short squeeze as spot inflows steadied and the Coinbase premium ticked higher ahead of Friday’s CPI print. A sharp drop in gold added fuel to the rotation narrative, with some analysts arguing even a modest reallocation could push Bitcoin past 160,000, though it remains about 11 percent below its all time high. Elon Musk’s SpaceX moved 2,495 BTC between wallets without selling, its first major on chain activity since July, a reminder that large holders can still jolt sentiment even in a choppy tape. Ethereum’s (ETH) day was dominated by governance drama and big balance sheets. Senior builders vented frustration with the Ethereum Foundation’s process and pace, with Polygon’s Sandeep Nailwal weighing in on how layer 2 contributors like Polygon (MATIC) and its new POL token (POL) feel underappreciated. Vitalik Buterin responded, but the rift underscored the growing pains of a maturing eco...

Crypto Talkies October 20th 2025

Good evening. Crypto will have a seat at the table in Washington next week as top Senate Democrats convene a private roundtable on October 22 with major industry leaders, including Coinbase’s CEO, to revive market structure legislation. Closer to home, New York politics just got a tech twist: Andrew Cuomo is floating a City Hall comeback built on making the city a global hub for crypto, AI, and biotech, with a Chief Innovation Officer to power the agenda. Institutions still like Bitcoin (BTC). A Coinbase survey shows 67 percent of professional investors expect gains over the next six months, citing better liquidity, incremental regulatory progress, and a friendlier macro setup. The tape, however, is still testing nerves. On-chain signals point to long-term holders selling into strength and price action struggling below key resistance, even as Michael Saylor’s firm Strategy scooped another 168 Bitcoin (BTC), extending its roughly 69 billion dollar stack. Across the Atlantic, BlackRock ...

Crypto Talkies October 17th 2025

As the sun sets on a bruising day for crypto, the market is still catching its breath. A sharp selloff erased roughly 110 billion dollars in market cap within 24 hours, with Bitcoin and Ethereum sliding and a wave of liquidations rippling across majors and mid caps alike. Macro jitters did not help. Fresh headlines around US China trade tensions and tariff uncertainty weighed on risk assets, and even as President Trump signaled potential reversals, the damage was done. Whales added fuel to the fire, offloading positions in Solana, Aave, and Aster (SOL, AAVE, ASTER), triggering wider de-risking. Technicals reinforced the mood. Many large caps are pinned below key moving averages, momentum indicators point south, and buyers are struggling to reclaim control. Dogecoin (DOGE) is now firmly in a technical bear market, down more than a third since September and hovering near 0.18 dollars. The narrative tug of war around Bitcoin intensified. Economist Peter Schiff resurfaced the gold versus ...

Crypto Talkies October 17th 2025

As the sun sets on a bruising day for crypto, the market is still catching its breath. A sharp selloff erased roughly 110 billion dollars in market cap within 24 hours, with Bitcoin and Ethereum sliding and a wave of liquidations rippling across majors and mid caps alike. Macro jitters did not help. Fresh headlines around US China trade tensions and tariff uncertainty weighed on risk assets, and even as President Trump signaled potential reversals, the damage was done. Whales added fuel to the fire, offloading positions in Solana, Aave, and Aster (SOL, AAVE, ASTER), triggering wider de-risking. Technicals reinforced the mood. Many large caps are pinned below key moving averages, momentum indicators point south, and buyers are struggling to reclaim control. Dogecoin (DOGE) is now firmly in a technical bear market, down more than a third since September and hovering near 0.18 dollars. The narrative tug of war around Bitcoin intensified. Economist Peter Schiff resurfaced the gold versus ...

Crypto Talkies October 17th 2025

As the sun sets on a bruising day for crypto, the market is still catching its breath. A sharp selloff erased roughly 110 billion dollars in market cap within 24 hours, with Bitcoin and Ethereum sliding and a wave of liquidations rippling across majors and mid caps alike. Macro jitters did not help. Fresh headlines around US China trade tensions and tariff uncertainty weighed on risk assets, and even as President Trump signaled potential reversals, the damage was done. Whales added fuel to the fire, offloading positions in Solana, Aave, and Aster (SOL, AAVE, ASTER), triggering wider de-risking. Technicals reinforced the mood. Many large caps are pinned below key moving averages, momentum indicators point south, and buyers are struggling to reclaim control. Dogecoin (DOGE) is now firmly in a technical bear market, down more than a third since September and hovering near 0.18 dollars. The narrative tug of war around Bitcoin intensified. Economist Peter Schiff resurfaced the gold versus ...

Crypto Talkies October 16th 2025

Crypto ends the day on a cautious note, still shaking off October’s historic whiplash. Bitcoin (BTC) is chopping between 110,000 and 115,000 after a large short bet and renewed whale selling dented confidence, and options desks report a tilt toward puts as traders hedge for more downside. That follows the October 10 flash crash that erased 20 percent from BTC and 50 to 80 percent from many altcoins in minutes, liquidating 19 billion in leverage and testing Bitcoin’s digital gold narrative. Analysts warn of short term fragility, with 110,000 seen as key support. Even so, big money is not stepping away. Corporate Bitcoin treasuries surged 38 percent in the third quarter, with 172 companies now sitting on more than 1 million BTC combined. On the Ethereum (ETH) side, BitMine snapped up 104,336 ETH for 417 million during the dip, while SharpLink raised 75.6 million through a share offering to bulk up an ETH treasury it already stakes for rewards. That accumulation theme extended to Cardano...

Crypto Talkies October 15th 2025

Markets are heading into the night with a little more spring in their step. Fed Chair Jerome Powell hinted that rate cuts and an end to balance sheet runoff could be on the table, a combo that tends to lift risk appetite and crypto liquidity. After last weeks flash crash, Bitwise CIO Matt Hougan framed the slump as a speed bump rather than a blowout, pointing to steady ETFs and no structural breaks. Meanwhile, the U.S. government shutdown continues to gum up the SECs calendar, delaying several crypto ETF decisions, but that has not stopped issuers. Ark Invest is teeing up more Bitcoin (BTC) products, including yield focused variants, and Volatility Shares filed for 3x and 5x leveraged crypto ETFs across names like Ethereum (ETH), Solana, and XRP, a bold bet on demand even as approvals sit in limbo. Adding a macro wrinkle, Bitcoin and gold have been moving in lockstep, with correlation surging as investors crowd into perceived stores of value. Institutional plumbing kept getting denser...

Crypto Talkies October 14th 2025

As the sun sets on one of the more whiplash days this cycle, crypto is nursing bruises and comparing notes. Tariff talk out of Washington sparked a cascade of liquidations that wiped out more than nineteen billion in leveraged positions and shaved hundreds of billions off market cap before a late-day rebound steadied nerves. Bitcoin (BTC) swung between roughly 103,000 and 126,000 in recent sessions as support levels were stress-tested again, while ETF outflows highlighted just how sensitive the market remains to macro headlines and funding conditions. Yet the safe-haven narrative got an unexpected boost from one of Wall Street’s steadiest hands. BlackRock’s Larry Fink, once a skeptic, compared Bitcoin to gold, calling it a legitimate alternative asset. That positioning resonated in flows: while many Bitcoin and Ether funds bled, BlackRock’s iShares Bitcoin Trust still attracted more than sixty million, underscoring the firm’s growing dominance and Fink’s ongoing drumbeat on tokenizati...

Crypto Talkies October 13th 2025

After a bruising stretch driven by tariff headlines, crypto staged a forceful rebound into the evening. A misunderstanding around U.S.-China trade chatter cleared the air, risk appetite returned, and more than 180 billion dollars in value rushed back into the asset class as stock futures climbed alongside digital assets. Bitcoin (BTC) clawed back six figures and Ethereum (ETH) jumped, setting the tone for a risk-on close. Institutions did not miss the volatility. MARA Holdings scooped up 400 BTC (BTC) via FalconX, while Michael Saylor’s Strategy Inc. added another 220 BTC, signaling that big balance sheets still view weakness as opportunity. On the smart-contract side, BitMine Immersion Technologies went on offense after the crash, buying over 200,000 ETH (ETH), a move that now leaves the firm with more than 2.5 percent of Ether’s supply according to its tally. Momentum followed the money. Ethereum notched an 8 percent pop back over 4,000 dollars with some desks eyeing a path tow...