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Showing posts from October, 2025

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...

Crypto Talkies October 10th 2025

Volatility returned to crypto into the close, with macro jitters pulling prices lower even as institutional adoption headlines kept the drumbeat going. The total market cap slipped nearly 1 percent to about 4.12 trillion dollars after tariff rhetoric stoked risk-off nerves, sending Bitcoin (BTC) and Ethereum (ETH) on another intraday roller coaster. Bitcoin hovered in a wide band between roughly 121,000 and just below its all-time high near 126,000 as traders debated whether a supercycle narrative can withstand tighter financial conditions. ETF demand still looks sturdy, with fresh inflows around 198 million dollars helping offset the wobble. Longer term, Deutsche Bank thinks central banks could be adding Bitcoin to reserves by 2030 alongside gold, a sign of how far the asset has come from the fringes even as short-term liquidity remains sensitive to a rising dollar and geopolitics. Ethereum’s week of two tales continued. Price wise, ETH cooled to about 4,352 after a run toward 4,750...

Crypto Talkies October 10th 2025

Volatility returned to crypto into the close, with macro jitters pulling prices lower even as institutional adoption headlines kept the drumbeat going. The total market cap slipped nearly 1 percent to about 4.12 trillion dollars after tariff rhetoric stoked risk-off nerves, sending Bitcoin (BTC) and Ethereum (ETH) on another intraday roller coaster. Bitcoin hovered in a wide band between roughly 121,000 and just below its all-time high near 126,000 as traders debated whether a supercycle narrative can withstand tighter financial conditions. ETF demand still looks sturdy, with fresh inflows around 198 million dollars helping offset the wobble. Longer term, Deutsche Bank thinks central banks could be adding Bitcoin to reserves by 2030 alongside gold, a sign of how far the asset has come from the fringes even as short-term liquidity remains sensitive to a rising dollar and geopolitics. Ethereum’s week of two tales continued. Price wise, ETH cooled to about 4,352 after a run toward 4,750...

Crypto Talkies October 10th 2025

Volatility returned to crypto into the close, with macro jitters pulling prices lower even as institutional adoption headlines kept the drumbeat going. The total market cap slipped nearly 1 percent to about 4.12 trillion dollars after tariff rhetoric stoked risk-off nerves, sending Bitcoin (BTC) and Ethereum (ETH) on another intraday roller coaster. Bitcoin hovered in a wide band between roughly 121,000 and just below its all-time high near 126,000 as traders debated whether a supercycle narrative can withstand tighter financial conditions. ETF demand still looks sturdy, with fresh inflows around 198 million dollars helping offset the wobble. Longer term, Deutsche Bank thinks central banks could be adding Bitcoin to reserves by 2030 alongside gold, a sign of how far the asset has come from the fringes even as short-term liquidity remains sensitive to a rising dollar and geopolitics. Ethereum’s week of two tales continued. Price wise, ETH cooled to about 4,352 after a run toward 4,750...

Crypto Talkies October 9th 2025

Markets headed into the evening on a cautious note as traders braced for the FOMC minutes and remarks from Fed Chair Jerome Powell. Bitcoin (BTC) and ether (ETH) drifted lower, but under the hood the institutional bid did not blink. US spot bitcoin ETFs just logged one of their biggest intake days on record with 1.18 billion dollars flowing in, and Luxembourg’s sovereign wealth fund became the first in the Eurozone to allocate to bitcoin ETFs, putting roughly 1 percent of its portfolio to work. A fresh State Street survey added fuel to the long term adoption story, with institutions expecting to lift digital asset exposure from about 7 percent today to 16 percent by 2028. On the flip side of the cycle debate, Arthur Hayes argued that bitcoin’s old four year rhythm is fading as macro policy takes the wheel, a timely reminder that this market now trades as much on Powell as on protocol. Product development and staking headlines clustered around Solana and Polygon. Bitwise filed to launc...

Crypto Talkies October 8th 2025

Markets cooled into the evening as a broad sell-off pulled majors lower, with Bitcoin (BTC) slipping under 122,000 and Ethereum (ETH) extending declines. US spot Bitcoin ETFs saw notable outflows, a stark contrast to last week’s euphoria after BTC tapped a fresh all-time high above 126,000 in October. Even so, the bull case is far from broken: several strategists remain upbeat on BTC’s higher-timeframe setup, and macro voices like Robert Kiyosaki urged diversification into Bitcoin and Ethereum alongside gold and silver as a hedge against dollar risks. Under the surface, institutions kept building. Treasury firms and ETFs now hold 12.48 million ETH, or about 10.31 percent of supply, with October spot ETH ETF inflows tallying 621 million. Mining and infra player Bit Digital added 31,057 ETH and now holds roughly 673 million dollars worth, staking 81 percent for yield, underscoring how institutional treasuries are leaning into on-chain income strategies. The Ethereum Foundation also unve...

Crypto Talkies October 7th 2025

As the sun sets on a record-setting session, crypto’s risk-on mood is carrying into the evening. Bitcoin (BTC) surged to fresh highs above 126,000 as US spot ETFs posted record inflows, with institutional demand overpowering broader macro jitters. Total market cap climbed to roughly 4.29 trillion, up about 2.23 percent, and the green spilled over to majors and select altcoins. BlackRock’s iShares Bitcoin Trust has now become the firm’s most profitable ETF, with IBIT’s growth underscoring a broader shift of traditional capital into digital assets. Washington may even join the party, with Senator Cynthia Lummis signaling the US government is preparing to fund a Strategic Bitcoin Reserve, pending legislative progress. And in a nod to real-world utility, Opendoor floated plans to accept Bitcoin for home purchases. Ethereum (ETH) kept pace with a breakout of its own. After snapping a multi-year consolidation, ETH marched toward 4,716 and fueled a wave of liquidations along the way. Bulls a...

Crypto Talkies October 6th 2025

Crypto is heading into the night with a mix of big-money inflows, cautious nods from Wall Street, and fresh product launches that keep nudging digital assets deeper into the mainstream. Global crypto investment products pulled in nearly 6 billion dollars last week, pushing assets under management to a record 245 billion dollars as investors belatedly reacted to a recent US rate cut. Bitcoin and Solana drew standout interest, reinforcing that risk appetite is back even as volatility lingers. The establishment is not sitting it out. Morgan Stanley’s Global Investment Committee floated a modest 2 to 4 percent crypto allocation across portfolios, a strikingly pragmatic stance from a bulge bracket name. Grayscale added fuel with the first US listed spot crypto ETFs that enable staking for Ethereum (ETH) and Solana (SOL), letting investors earn rewards through standard brokerage accounts. That combination of careful sizing and familiar rails is exactly how crypto seeps further into traditio...