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BTC holds $103k, sentiment near March lows, Strategy mNAV drops

Crypto

• BTC: 103.1k (-2%) | BTC.D: 60% (+0.2%)

• ETH: 3510 (-1%) | BNB: 965 (-1%) | SOL: 156 (-3%) 

• Top Gainers: QNT, ZEC, XRP, XLM, PAXG

• BTC ETFs: -$289m | ETH ETFs: -$184m

• Crypto sentiment near early March lows

• BTC performing the worst against stocks since 2022

• Atkins unveils plan for ‘token taxonomy’

• DeFi as a form of savings is finally viable: Vitalik

• ZEC bounces after DAT sees huge volume

• Strategy basic mNAV falls below 1x, diluted 1.2x

• SOL active addresses falls to 12-month low

• Vitalik issues ETH’s ‘Trustless Manifesto’

• SUI unveils its stablecoin USDsui

• Polymarket relaunches US platform in beta mode

• Polymarket collabs with Yahoo Finance

• HLP loses $5m after POPCAT trading attack

• Visa pilots USDC payouts for creators

• CME Group, FanDuel to launch US prediction market

• Taiwan studying BTC reserve

• Japan exchange looks at ways to curb DATs

Macro & General

• NASDAQ: 23.4k (0%), Gold: 4240 (+1%)

• Futures tick lower after Dow hit another ATH

• Trump signs spending bill to end US shutdown

• Oct CPI, Jobs data unlikely to be released: WH

• Fed may start buying assets soon: Fed officials

• US car loan delinquencies for sub prime hits ATH

• EU eyes new plan to implement US trade agreement

• EU to investigate Google over news outlet rankings

• IEA sees oil consumption growing to 2050

• Trump mentioned in Epstein emails

• Waymo offers rides on US freeways

• Anthropic plans $50b data centre spend

• Trump asks Israel president for Netanyahu pardon

Left Curve Corner

• Hot coins: ZORA, 4444, 00B

• Hot NFTs: Infinex Patrons

• Hoodie 3D Punk sold on Gondi for 5x floor

• Sonic Labs unveils fee monetisation system

• Circle considers ARC token for native chain

• Aerodrome to merge with Velodrome, expand to ETH

• YEET Sportsbook goes live today

• Fantasy Top to shift away from main product

YEET: Crypto’s Casino
Just passed $905m in lifetime volume!

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer

*Yeet Disclaimer here. 18+. Certain regions are restricted. Please gamble responsibly.