BTC traded at $81,445, down 0.94% over 24 hours, while ETH stood at $2,417.09, down 0.88%. Gold was at $4,186.70 and silver at $57.135; the S&P 500 and Nasdaq 100 fell 1.09% and 2.50%, respectively, while WTI and Brent rose 3.95% and 3.56%.
1. Strive's Bitcoin Holdings Top Estimates, TD Cowen Lifts Target to $56
TD Cowen lifted its price target on bitcoin treasury firm Strive to $56 from $44, maintaining a buy rating. Strive's bitcoin purchases over the past two weeks exceeded its prior full fourth-quarter expectation, with holdings rising from 28,000 coins at end-September to 35,595 worth about $2.9 billion, a net increase of nearly 7,600 coins; it now ranks fourth among public companies by bitcoin holdings, slightly ahead of MARA.
Assets to watch: BTC, MARA
2. $1.47B in BTC Options Expire, Max Pain at $83K
About 18,000 BTC options expired with a notional value of $1.47 billion, a put/call ratio of 1, and a max pain level of $83,000, with the expiry accounting for roughly 4.5% of bitcoin options open interest. Greeks.live notes implied volatility currently sits around 35%.
Assets to watch: BTC
3. Stablecoin Payments Rise 45% to $482B in First Nine Months
Allium data shows stablecoin payments grew 45% to $482 billion in the first nine months of the year, with payment counts up 71% to 1.04 billion and average transaction size down from $544 to $462. Stablecoin supply rose just 0.4% to $305 billion over the same period, with Tether, Circle and Ethena seeing supply declines this year while other issuers added a net $6.9 billion.
Assets to watch: ENA
4. USDC Treasury Mints 250M USDC on Solana
Per Whale Alert, the USDC Treasury minted 250 million USDC on Solana, worth about $250.12 million at the time. Around 19 hours earlier it had minted another 250 million USDC on the same chain, for a combined 500 million.
Assets to watch: SOL
5. DeFi TVL Falls $1.34B This Week to $122.25B
Per Sentora data, DeFi total value locked fell $1.34 billion this week to $122.25 billion, while stablecoin supply dropped $1.35 billion over the same period, with the two declines nearly identical in size.
6. DEX RWA Perps Weekly Volume Jumps ~75% Since August
Per CryptoRank data, weekly volume for RWA perpetuals on DEXs climbed from $22.8 billion to $39.8 billion, up 74.7% versus the last week of August. Variational's market share tripled to 32% since early September, with $12.73 billion traded over the past week.
7. Mysten Labs Forms AI Unit, Kevin Boon to Become CEO
Mysten Labs co-founder Evan Cheng announced the creation of an AI business unit focused on agent-trust products and AI-native infrastructure. Kevin Boon will become chief executive officer, while Evan Cheng stays on as chief technology officer and oversees the AI unit.
Assets to watch: SUI
8. Celestia Launches Eden, a High-Performance EVM Chain for Agents
Celestia announced Eden, a high-performance EVM chain for agent-economy experiments that studies on-chain agent behavior and block-space demand. Built on the Evolve Stack with Celestia providing data availability, Eden is compatible with Solidity contracts and EVM tooling such as Ethers/Viem.
Assets to watch: TIA
9. Filecoin Revamps Rewards, Daily FIL Issuance to Drop ~75%
Filecoin is advancing three changes this month: a new reward mechanism shifts more block rewards to services that bring paying customers, with unearned portions burned; the genesis token release period is ending, with daily new FIL issuance expected to fall about 75%; and new storage products for enterprises and AI agents are launching.
Assets to watch: FIL
10. CoreWeave Co-Founders Cash Out $3.3B Since IPO
Per Yahoo Finance, the three co-founders of AI compute provider CoreWeave have sold $3.3 billion worth of company stock since last year's IPO, including $2.4 billion cashed out this year alone.
Market snapshot
BTC: $81,445 (24h -0.94%) | ETH: $2,417.09 (24h -0.88%)
Gold: $4,186.70 (+0.40%) | Silver: $57.135 (-0.04%)
WTI: $101.84 (+3.95%) | Brent: $109.69 (+3.56%)
S&P 500: 7,659.44 (-1.09%) | Nasdaq 100: 29,187.55 (-2.50%)
1. Strive's Bitcoin Holdings Top Estimates, TD Cowen Lifts Target to $56
TD Cowen lifted its price target on bitcoin treasury firm Strive to $56 from $44, maintaining a buy rating. Strive's bitcoin purchases over the past two weeks exceeded its prior full fourth-quarter expectation, with holdings rising from 28,000 coins at end-September to 35,595 worth about $2.9 billion, a net increase of nearly 7,600 coins; it now ranks fourth among public companies by bitcoin holdings, slightly ahead of MARA.
Assets to watch: BTC, MARA
2. $1.47B in BTC Options Expire, Max Pain at $83K
About 18,000 BTC options expired with a notional value of $1.47 billion, a put/call ratio of 1, and a max pain level of $83,000, with the expiry accounting for roughly 4.5% of bitcoin options open interest. Greeks.live notes implied volatility currently sits around 35%.
Assets to watch: BTC
3. Stablecoin Payments Rise 45% to $482B in First Nine Months
Allium data shows stablecoin payments grew 45% to $482 billion in the first nine months of the year, with payment counts up 71% to 1.04 billion and average transaction size down from $544 to $462. Stablecoin supply rose just 0.4% to $305 billion over the same period, with Tether, Circle and Ethena seeing supply declines this year while other issuers added a net $6.9 billion.
Assets to watch: ENA
4. USDC Treasury Mints 250M USDC on Solana
Per Whale Alert, the USDC Treasury minted 250 million USDC on Solana, worth about $250.12 million at the time. Around 19 hours earlier it had minted another 250 million USDC on the same chain, for a combined 500 million.
Assets to watch: SOL
5. DeFi TVL Falls $1.34B This Week to $122.25B
Per Sentora data, DeFi total value locked fell $1.34 billion this week to $122.25 billion, while stablecoin supply dropped $1.35 billion over the same period, with the two declines nearly identical in size.
6. DEX RWA Perps Weekly Volume Jumps ~75% Since August
Per CryptoRank data, weekly volume for RWA perpetuals on DEXs climbed from $22.8 billion to $39.8 billion, up 74.7% versus the last week of August. Variational's market share tripled to 32% since early September, with $12.73 billion traded over the past week.
7. Mysten Labs Forms AI Unit, Kevin Boon to Become CEO
Mysten Labs co-founder Evan Cheng announced the creation of an AI business unit focused on agent-trust products and AI-native infrastructure. Kevin Boon will become chief executive officer, while Evan Cheng stays on as chief technology officer and oversees the AI unit.
Assets to watch: SUI
8. Celestia Launches Eden, a High-Performance EVM Chain for Agents
Celestia announced Eden, a high-performance EVM chain for agent-economy experiments that studies on-chain agent behavior and block-space demand. Built on the Evolve Stack with Celestia providing data availability, Eden is compatible with Solidity contracts and EVM tooling such as Ethers/Viem.
Assets to watch: TIA
9. Filecoin Revamps Rewards, Daily FIL Issuance to Drop ~75%
Filecoin is advancing three changes this month: a new reward mechanism shifts more block rewards to services that bring paying customers, with unearned portions burned; the genesis token release period is ending, with daily new FIL issuance expected to fall about 75%; and new storage products for enterprises and AI agents are launching.
Assets to watch: FIL
10. CoreWeave Co-Founders Cash Out $3.3B Since IPO
Per Yahoo Finance, the three co-founders of AI compute provider CoreWeave have sold $3.3 billion worth of company stock since last year's IPO, including $2.4 billion cashed out this year alone.
Market snapshot
BTC: $81,445 (24h -0.94%) | ETH: $2,417.09 (24h -0.88%)
Gold: $4,186.70 (+0.40%) | Silver: $57.135 (-0.04%)
WTI: $101.84 (+3.95%) | Brent: $109.69 (+3.56%)
S&P 500: 7,659.44 (-1.09%) | Nasdaq 100: 29,187.55 (-2.50%)