Trump's Portfolio: ▪️His US Treasuries position: $66M. ▪️His crypto position: $249M.

Tokenized stocks have reached a $4.4B market cap, surging 886% over the past year. BNB Chain, Solana and Ethereum are leading the growth as traditional assets move further on-chain. Tokenization is gaining serious momentum.

Crypto leverage is cooling off, with total exchange leverage down 9.35% and open interest falling 13.56% over the past 30 days. Meanwhile, Binance leverage edged up 1.18%, suggesting positioning is becoming more concentrated there. The market is deleveraging, but the next direction remains unclear.

Bitcoin treasury companies are back in profit with bitcoin:native trading above their roughly $80K cost basis since September 18. Yet despite being back in the green, buying activity remains surprisingly weak. Are these companies waiting for stronger confirmation before adding more Bitcoin?

Arc is leading all chains in stablecoin growth, adding $219.9M in market cap over the past 7 days. Stellar followed with $75.5M, Sui with $54.4M, and Aptos with $36.3M. Stablecoin liquidity is expanding, and Arc is setting the pace.

👀 @Strategy spent nearly 3x more on preferred-stock buybacks than on buying #Bitcoin over five weeks. It added 3,466 bitcoin:native for $290M, while large wallets accumulated nearly 89,000 BTC. Strategy’s share was less than 3% of that buying. Whales are accumulating, but Strategy isn’t leading this wave.

Bitcoin short term whale unrealized profits are shrinking as bitcoin:native trades around the mid-$80K range. Fading profits could weaken conviction among short-term holders and increase the risk of sell pressure.

Ethereum staking has hit a new ATH of 43.8M ethereum:native , representing 35.9% of total supply, according to Bitwise. Staked ETH has grown for six consecutive quarters, showing rising participation in network staking.

Bitcoin’s realized cap has climbed to a new all time high, even as bitcoin:native consolidates below recent price peaks. This signals fresh capital entering the network. If demand continues to grow, it could provide stronger support for the next rally.

#Bitcoin may be forming a bottom as selling pressure eases, according to a CryptoQuant analyst. But a sustained rally still needs stronger spot demand. The bottom may be forming, but confirmation is key.

🧊 The Huge Anthropic Iceberg: IPO lifeboats are for VCs only. Retail stays on deck

tron:native dominated stablecoin payment volume in Q3 2026, capturing 73% of the market, while Ethereum ranked second at 15%. Meanwhile, USDT supply on TRON hit a new all time high of $92.7B, highlighting its growing role in stablecoin payments.

hyperliquid:native could be gearing up for another major move in Q4. In Q3, HYPE surged 40.5% in just 4 days after news of its potential US market expansion, eventually reaching an ATH of $98. Can it break above $98 and set a new record in Q4?

bitcoin:native has entered a historically strong week, with Week 42 averaging gains of 5.86% and closing green in 11 of the past 13 years. Bitcoin is currently down 0.5% this week. Could Uptober still deliver a late rally?

bitcoin:native is trading near $82.7K, around 14% above its rising 200-day moving average at $72.5K. Bitcoin remains below the 1.5x valuation band near $108.7K. A temporary pullback doesn’t necessarily break the bullish structure as long as the long-term trend remains strong.

GM Guys! 24 Hour Market Recap ⏰: 🔸 $BTC trading at $82.7k, $ETH at $2,440. 🔸 $SOL's Alpenglow upgrade goes live on mainnet today, replacing TowerBFT and cutting finality from 12.8s to ~150ms. 🔸 MEXC exits Russia & Belarus, citing global compliance, follows Bitget's same move last week. 🔸 $BTC ETFs green at +$23.2M (IBIT led at +$29.9M), $ETH ETFs red at -$26.1M (ETHA -$33M), $SOL & $XRP remain in outflow territory.

Crypto Fear and Greed shows rising fear as traders lose confidence during recent dips. If the market holds these lows, a short term relief bounce could be next. The key is whether buyers step back in.

Kalshi went from the underdog to most of the market in two years. Turns out people prefer prices to opinions

Altcoins are down over 5% this weekend as fear in equity markets spills into crypto. The market is heading for its biggest weekend drop since April, according to Glassnode, as risk off sentiment hits harder.

Bitcoin’s MVRV has fallen below its historical 30th percentile after bitcoin:native failed to hold near $87K. According to this indicator, Bitcoin is back in a historical accumulation zone, potentially creating opportunities for long-term investors.

Bitcoin is heading toward a second consecutive red October, putting the Uptober narrative under pressure. Can bitcoin:native stage a late month recovery, or will history break its bullish October trend?