🤖⛏️ #BTC #AI CQ: Publicly listed Bitcoin mining companies are surging, with impressive YTD gains. While their core business remains Bitcoin production, leaders like IREN and Cipher are now leveraging AI infrastructure strategies.

🕵️‍♂️ 32,322 #BTC (~$3.93B) just moved on-chain from wallets that were dormant for 3 – 5 years. This is the largest 3y - 5y Bitcoin movement of 2025 so far.

📊 CryptoRank: #BTC has historically mirrored global M2 liquidity. The current widening gap suggests two possible scenarios:

📈 Bullish case: Bitcoin may accelerate soon to catch up with liquidity growth, potentially setting new all-time highs.

📉 Bearish case: If BTC fails to catch up, it would mark a clear weakening of this correlation, possibly signaling the start of a bearish trend or, at the very least, a prolonged period of consolidation.

🇺🇸👀 #ETF Ecoinometrics: Bitcoin ETFs are seeing a new wave of strong inflows.

#ETH ETFs have partially closed the gap since July, but #BTC still leads and continues to capture the bulk of capital flowing into crypto. Bitcoin remains the driving force of this market.

🕵️‍♂️🐳 Arkham: Whale, who has been actively selling #BTC and buying #ETH since August, today transferred another ~$360M worth of BTC to Hyperliquid.

📉👀 #BTC experienced the largest leverage flush today since August 26th.

The Open Interest fell by -5.13% – the most severe single-day wipeout in over 6 weeks.

🎢🤔 #BTC Glassnode: Over 95% of the circulating supply has returned to profit. This is a hallmark of euphoria phases, where widespread profitability often fuels accelerated profit-taking and rising market risk.

📊💰 CryptoRank: CeFi’s VC Fundraising Surge Signals Shift Toward Revenue-Focused Projects Over Token-Based Ventures

CeFi and Blockchain Infrastructure absorbed more than 60 percent of all Q3 funding, while DeFi and Chain-related projects accounted for about 25 percent. The once-hyped categories such as GameFi, NFTs, and SocialFi collectively fell below 10 percent, replaced by a focus on revenue, compliance, and scalability.

📊💸 #ARB Since the start of DRIP, total borrowed value on Arbitrum increased by $344.56M. By the end of this epoch, $1.42M in ARB rewards will be distributed, showing how quickly activity is scaling relative to incentives.

🇺🇸 SEC plans to formalize an "innovation exception" for cryptocurrency companies by the end of this year. coindesk

📈 #macro Gold hit a new all-time high of $4000 an ounce.

📈 #BTC #ETH #ETF Yesterday, total net inflows of spot BTC-ETFs totaled ~$875.6 million.

Total net inflows of spot ETH-ETFs amounted to ~$420.9 mln.

🇺🇸🍿 #TRUMP Fight Fight Fight LLC, the issuer of the TRUMP token, plans to raise at least $200 million to create a digital asset treasury (DAT) to accumulate TRUMP. bloomberg

🍪🍪 Nvidia will acquire a $2 billion stake in Ilon Musk's xAI.

🇬🇧🕹 The Bank of England plans to grant exemptions to restrictions on companies holding stablecoins. #regulation bloomberg

🐶 #DOGE CleanCore Solutions has added over 710 million Dogecoin to its treasury. cointelegraph.com

✏️ #SOL #SOL #ETH 21Shares published a report noting that Solana is well ahead of Ethereum on a comparable stage.
Five years after launch, Ethereum's monthly revenue was less than $10 million, while Solana now generates $20-30 times that amount.

📊 Top blockchains by DEX volume growth over the last 30 days.

🤔 According to economist Timothy Peterson, there is a 50% chance that the value of #BTC will exceed $140,000 this month, according to modeling using data from the last decade. cointelegraph

🎰 This unlucky trader sold all 22.1 million #币安人生 for just $23k - an hour before the massive price hike. 22.1 million 币安人生 are now worth >$10 million. x

💰 #BNB YZi Labs unveiled $1 billion Builder Fund to support creators in the BNB ecosystem.