Summary: Markets expect the Fed to hold rates at 3.75%-4.00%, with over 90% odds of no change. However, futures indicate 75%-80% probability of a hike in December amid 3.7% inflation and slowing job growth.
Summary: Treasury Secretary Scott Bessent asserts U.S. digital asset leadership will reinforce the dollar, citing stablecoins' role in global finance. Despite the CLARITY Act's Senate stall, he plans to use SEC and CFTC authority to fill regulatory gaps and protect crypto firms from debanking.
Summary: Bitwise raises its 2036 bitcoin target to $1.6 million, citing institutional demand and fixed supply. The firm projects 34.3% annual growth despite a 53.4% drop since late 2025, arguing this was the shallowest drawdown in history.
Summary: Strategy shareholders approved daily dividend accruals for four preferred stocks, aiming to boost liquidity and market efficiency. The change supports the company's Bitcoin Treasury strategy by enhancing the appeal of its Digital Credit instruments, with implementation pending board action.
Summary: House Oversight Chair James Comer investigates Delaware's plan for AI-run companies, fearing liability shields for investors. He demands documents, including AI chat logs, by Nov. 9. Delaware defends the 'Artificial Intelligence Company' as a supervised sandbox for accountability.
Summary: Google Cloud updated documentation for its Multi-party Compute service, targeting institutional Bitcoin custody by enabling joint transaction signing without single-key control. The preview product precedes a New York symposium featuring speakers from Morgan Stanley, Citi, and Wells Fargo.
Summary: Bitcoin's hash ribbon recovered August 26, holding for 61 days with a 72% historical success rate. Analysts note miner stress easing as hash rates rise 13%, though voluntary exits for AI contracts raise questions about signal reliability.
Summary: Michael Sullivan analyzes language-based data showing Bitcoin holding near $80K amid washed-out sentiment. He compares current low excitement levels to the 2015 disbelief rally, suggesting this apathy indicates an early-stage bullish setup rather than a negative trend.
Summary: Samara Asset Group CEO Patrick Lowry rejects the "Bitcoin treasury company" label, calling "digital gold" flawed marketing. He explains how his firm uses BTC as working capital for 20+ funds, contrasting with pure treasury plays like Strategy that face market skepticism.
Summary: Galaxy’s Alex Thorn declares Bitcoin’s bottom is in, citing the asset’s recent reclaim of the 50-week moving average. Historical data shows prior similar reclaims resulted in maximum annual drawdowns of 8.4%, though the sample size remains small.
Summary: Luxor raised $16M led by CMT Digital to scale its AI cloud, GPU hardware, and compute trading businesses. The firm leverages Bitcoin mining expertise to meet surging AI demand amid Nvidia hardware shortages.
Summary: Itaú Unibanco registered with Brazil’s central bank to offer crypto custody and intermediation under new SPSAV rules. The filing subjects the bank to strict asset segregation and capital requirements, consolidating crypto services among major institutions while excluding smaller Segment 5 banks.
Summary: Moody's rated Ripple's $2.6B RLUSD stablecoin A2/P-1, citing strong Treasury-backed reserves but noting current gaps in bankruptcy protection. The rating follows OCC approval for Ripple's national trust bank, enhancing institutional credibility ahead of the 2027 GENIUS Act.
Summary: Birch Hill, founded by ex-Goldman and BlackRock staff, raised $4M led by Multicoin to tokenize private credit. The firm curates vaults on Morpho and seeks FINRA broker-dealer status to sell accredited investor products.
Summary: Mirae Asset Securities' Hong Kong arm issued tokenized six-month notes on Solana for institutional investors. The deal, part of a $3 billion program, used Marketnode as distributor and aims to model blockchain distribution for structured products.
Summary: Euronext halted CoinShares’ Zcash ETP debut in Paris due to settlement issues with the Central Securities Depository. The suspension lasts until standard operations are supported, delaying what would have been the fourth Zcash listing in Europe this year.
Summary: Bithumb disclosed a data leak from its internal mobile groupware system, joining Daishin Securities and Mirae Asset in reporting breaches. Authorities are investigating the incidents, which follow a wider wave of attacks on South Korean financial firms.
Summary: Bitcoin reached $81,687 as the KOSPI surged 6.6% and Nasdaq gains eased AI spending fears. Morgan Stanley’s Mike Wilson declared the tech correction largely over, while analysts watch if BTC breaks $82K resistance.
Summary: Coinbase reported that a security incident at analytics vendor Amplitude exposed contact information for a small subset of customers. The exchange denied any breach of its own systems and confirmed that customer funds were not affected by the vendor-side leak.
Summary: Spot Bitcoin ETFs saw $176M in Tuesday inflows, extending a two-day recovery to $286M after prior weekly withdrawals. Meanwhile, Ether ETFs logged $149M in outflows, pushing October losses to $1.32B amid diverging institutional sentiment.