ZEN

🚨 Binance has reportedly been hacked for over $5.8 BILLION! However, $2.41 billion in stolen funds has already been frozen: $1.58B in $USDT $823M in $USDC That's a massive intervention by stablecoin issuers.

🔻 $ETH is on course for its worst October since 2018, down 13.6% this month and trading at $2,328 (2018: -15.5%) 📊 US spot $ETH ETFs: ~$1.35B in outflows, with net outflows on 17 of 20 trading days (SoSoValue). That’s the 2nd-largest monthly outflow on record, behind only Nov 2025 ($1.42B) 🐋 Long-dormant wallets moved ~56,000 $ETH (over $140M) between Oct 5-29, and 4 of the 5 largest transfers went straight to Coinbase or Kraken 🐋 Latest: a wallet idle for 3 years sent its full 2,119 $ETH to Coinbase An exchange deposit doesn’t prove a sale. Levels to watch: 🔹 Reclaim $2,400 for the first sign of strength 🔹 Hold $2,295; a break opens support at $2,207-$1,725 #Ethereum #ETH #Crypto

💰 The USDC sitting in my Binance Futures account used to just… sit there as margin. Now it can earn a 2% APR reward while I trade 👀 Here's how it works, simply: 💰 What counts USDC you already hold in your Binance Futures or Portfolio Margin account. Rewards apply to eligible Net USDC Holding up to $1,000,000. 📊 How to qualify Trade at least $2,500 in USDC-M Futures volume during each weekly period. Hit it, and you get that week's rewards. 🗓 Four weeks, four chances • Week 1: Oct 27 – Nov 2 • Week 2: Nov 3 – 9 • Week 3: Nov 10 – 16 • Week 4: Nov 17 – 23 Each week has its own threshold and its own settlement. Miss one? There are still others left. 🧮 The math (Binance's own example) Daily reward = min(daily avg Net USDC Holding, $1M) × 2% ÷ 365 Someone holding $1.5M in USDC with $3K in weekly USDC-M volume gets ≈ $383.56 for the week. Only the first $1M counts. ⚙️ Good to know • Holdings are snapshotted at random times each day • Rewards accrue daily and are paid weekly in USDC to your Spot account, within 5 calendar days after each week ends (excluding weekends and UAE public holidays) • Portfolio Margin users: your Margin USDC balance counts too, minus any USDC liability • Sub-accounts are aggregated under the master account • Negative Net USDC Holding doesn't earn rewards ⚠️ Fine print Identity-verified master accounts only. Broker accounts aren't eligible. The 2% APR is an annualized illustration of the maximum reward. It's not interest, and it's not a guaranteed return. If you're already trading USDC-M Futures, this is basically a bonus on collateral you were holding anyway. Are you keeping USDC in your Futures account? 👇 #NFA #DYOR

🚀 Galaxy says #Bitcoin’s bear market ended in June and conditions favor a return to $125K (Alex Thorn, head of firmwide research) Thorn: “Bitcoin has proven its ability to run to at least $125K” Why: 🔹 $BTC logged 5 straight weekly closes above its 50-week average after 44 weeks below it 🔹 The 53% max drawdown was shallower than in prior bear markets 🔹 Spot ETFs added 87,000 BTC after the June low 🔹 Long-dormant coin movement fell to 34K BTC in 2026, from 67K in 2024 🔹 Stablecoin supply is up 129% since early 2024 to $304B, which he reads as capital staying in crypto The thesis weakens on a weekly close below the 50-week average (~$76.5K) that isn’t recovered within a month, or if ETF holdings fall below 1.22M BTC. $BTC trades near $81K. #Bitcoin #Galaxy #Crypto

🐋 Three fresh Solana wallets, likely one whale, moved 482,228 $SOL (~$49.17M) over 3 days starting Oct 23 🔹 171,430 $SOL (~$17.3M) has been deposited to exchanges so far (Lookonchain) 🔹 ~291,700 $SOL (~$29M) still sits in the 3 wallets, which are still sending transactions Onchain analysts say the wallets were all intended for sale. 📉 $SOL trades near $100, down 17% in 30 days and 66% below its $293.31 ATH Supportive points: ~71% of $SOL supply is staked, and Circle has minted $112B of $USDC on Solana in 2026. #Solana #SOL #Crypto

💵 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