📈 A year ago Ethereum was worth more than AMD. Now AMD is worth 3 Ethereums.

Oct 2025: ETH ~$480B vs AMD ~$388B.
Today: AMD $902B vs ETH $298B.

The chipmaker's stock is up 132% in a year. ETH is down 39%.

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➕ ETH
➕ AMD

💧TradFi on DropsTab

📈 82 crypto projects that shut down this year had raised $727M.

That's VC rounds and token sales of 46 of them; the other 36 never disclosed a raise of their own. The biggest:
• Sophon — $73.3M
• Neon EVM — $45M
• Movement Labs — $41.4M
• Blast — $20M

a16z and Polychain backed 6 of these projects each. Coinbase Ventures backed 8.

💧DropsTab Funding Rounds

🦅 Bitcoin dropped back to ~$81.5K, the average price US ETF buyers paid.

Spot 🚀BTC ETFs bought $1.08B from Oct 19 to 21. On Oct 22 the price slid to $81.4K and $635M left in one day.

The largest BTC long on 🚀Hyperliquid sits on the same line: $101M at 12x, entry $81,993, liquidation $69.7K.

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➕ BTC ➕ Follow #1 BTC long

🟢 Sam Altman's OpenAI: $1.25 trillion. His Worldcoin: −95%, and a $53M unlock is coming.

📈 OpenAI is raising $30B at a $1.25T valuation. In March it was $852B.

📉 Worldcoin (WLD) is the other one:
Top: $11.90
Now: $0.54
🔓 Next 30 days: $53M of new WLD unlocks

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➕ WLD 🔓

💧Worldcoin unlocks on DropsTab

🎯 The world holds $740 trillion in property, bonds, stocks and gold. Bitcoin is 0.2% of it. At 1%, one BTC would cost $368,000.

🚀 Bitcoin today: 20.1M coins at $80,600. All of it is worth $1.62T.

📊 One BTC if Bitcoin held:
1% of the world: $368K
2% of the world: $737K
As much as 🟠 gold: $1.42M

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➕ BTC 🚀

💧Gold, stocks and crypto on DropsTab

💰 Crypto VCs are having their quietest month in 2.5 years. Only $497M raised in October.

🔥 The biggest rounds this month:
Nous Research: $90M, AI
Spiko: $90M, tokenized funds
Mecka: $60M, AI

📉 The money is moving to AI. On Oct 22, a16z renamed its crypto fund to a16z Frontier.

💧DropsTab Funding Rounds

Big Tech lost $1 trillion in one day. Tech stocks just had their worst day since March 2020

Crypto followed: −$131.7B in 24 hours.

🟠 BTC −5.2%
🇺🇸 S&P 500 −4.2%
🟠 Gold −1.7%
🛢 Brent +1.8%

Nvidia alone lost $440B. Over $1B in crypto positions got liquidated, 88% of it longs.

🔵 Odds that Hormuz traffic is back to normal by Nov 30 fell from 30% in August to 3.6%.

📊 AI bubble odds just jumped from 16% to 27%

🔵 Polymarket's rules need 3 of 6 triggers. Two are almost there.

🟩 Next up: Nvidia falling to $120.

👇 Will the AI bubble burst by June 30, 2027?

📤 Stablecoins lost $13B in 30 days. Only Terra's collapse in 2022 drained more.

All stablecoins together shrank by $13B in a month, down to $293B. The only month they fell harder was May 2022, when Terra collapsed and $28.6B left. 💰 Tether alone lost $7.2B this time.

🏦 Spot ETFs last week: 🚀 BTC −$1.28B, 💥 ETH −$365M.

💧 DropsTab

🚨 NVIDIA CEO scandal: 33% left to the AI bubble trigger

🟩 Nvidia is at $177.7. At $120 it hits the third trigger of 🔵 Polymarket's AI bubble market, now at 25.5%.

🐋 The top short we track flipped from long 5 days ago: 0xd8c5…99b0. Now $9.4M short, +$1.19M.

➕ Track this wallet in DropsBot

👇 Will the AI bubble burst by June 30, 2027?