crypto & market research for people who get all their info on X. breaking news, macro, degen. powered by @Kaizen (100k+ traders and counting)
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Collector Crypt is on pace for its best month ever. (@Collector_Crypt)
$10.2M in revenue in the first 18 days of October.
At that pace, October ends near $17.6M The record is June at $16.1M
October 2025 was $4.1M (that's 4.3x in one year).
Last 30 days: $16.5M
(annualized, about $199M a year)
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp market cap: $252M
The market is pricing $CARDS at about 1.3x a year of revenue.
bitcoin:native dominance is near 61%. The ETF data shows why.
ethereum:native ETFs saw outflows on 11 of 12 trading days in October, per Farside.
October so far:
- ETH ETFs -$955M
- BTC ETFs -$615M
Bitcoin ETFs have pulled in 4.4x more money all-time ($56.9B vs $13.0B).
So ETH funds just gave back 7.4% of every dollar ever put in. BTC funds gave back 1.1%.
ETH/BTC is down 10% since Sep 20.
Institutions are leaving everything that isn't bitcoin.
Kaizen Research retweeted
I believe AI agents are going to be one of the biggest opportunities in crypto heading into 2027.
Here’s why:
AI is evolving from simply answering questions to making decisions, executing tasks, and eventually managing money autonomously.
But there’s one major problem: traditional banking infrastructure wasn’t built for AI agents & this is where crypto comes in.
AI agents will need digital identities, wallets, and financial infrastructure that allows them to transact without relying on traditional banks.
The next big crypto narrative might not be another memecoin. It could be the infrastructure that powers an entirely new AI-driven economy.
Pay close attention to where AI and crypto intersect this cycle
hyperliquid:native + solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn is a duo we’ve been very bullish on for a while.
JUST IN: PumpFun launches crypto perpetual futures trading powered by Hyperliquid $HYPE.
Today, producer prices just had their hottest month since March 2022.
PPI rose 1.3% in September, more than double what economists expected.
That's 6.3% over the year, highest since December 2022.
Quick breakdown:
PPI is what businesses pay. CPI is what you pay. Costs at the top usually get passed down.
Energy costs for producers jumped 10.8% in one month, the biggest jump since the data started in 2009.
Core, which strips out food and energy, still rose 0.7% vs 0.3% expected.
Inflation is RED hot in the US.
The odds of rate hikes are rising sharply on the news.
Odds of another Fed hike on Oct 28 just jumped from 18% to 46%.
That's Kalshi, right after September CPI came in at 3.7%.
Highest since May.
- Gas prices rose 9.1% in one month.
- Core inflation, which strips out food and energy, hit 2.6% vs 2.5% expected.
Meaning higher prices are leaking past the gas pump.
The Fed hiked in September for the first time in three years, and a second hike is now close to a coin flip.
New pearl-2:native ATHs, up 4x in the past month
Now in the top 100 crypto by market cap, flipping DASH
Another W for Kaizen Research
Odds of another Fed hike on Oct 28 just jumped from 18% to 46%.
That's Kalshi, right after September CPI came in at 3.7%.
Highest since May.
- Gas prices rose 9.1% in one month.
- Core inflation, which strips out food and energy, hit 2.6% vs 2.5% expected.
Meaning higher prices are leaking past the gas pump.
The Fed hiked in September for the first time in three years, and a second hike is now close to a coin flip.
Kaizen Research retweeted
Seems like max FUD on the Pengu eco right now over Abstract and some recent tweets.
At the end of the day this is crypto & it’s more +EV to move on and position for the next opportunity.
Calling Luca a rug for cutting funding on an L2 that was losing eight figures after market conditions changed is wild to me.
Not usually one for CT drama, but as a trader/investor you stay objective and position accordingly.
Pudgy is still one of the cleanest IP brands in web3 actual toys in Walmart, millions of units sold, and real mainstream traction.
Luca has done more for crypto than 99% of people in this space.
Market’s focused on the negatives right now, but a bigger reversal in the coming months (or even weeks) wouldn’t surprise me.
I’m seeing one of the biggest setups market structure wise for a genny cycle in crypto and solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv has one of the cleanest charts to me.
Seems like this is pico bottom here on both the Pudgy penguin NFT collection and coin.
Let’s see how things plays out
BlackRock just ended a Treasury underweight it held for most of the last 6 years.
When they went underweight in Oct 2020, the 10-year paid under 1%. Last week it hit a 24-year high above 5.3%.
Safe bonds pay 5%+ now. Every risk asset, bitcoin:native included, has to beat that.
Add to this that money market funds pulled in $166.4B in one week, the most since April 2020.
Korea's two biggest stocks (which together make up 50% of the KOSPI index) did most of the damage:
$SKHY + Samsung
Foreigners sold $3.1B in one session.
The signal is: one Chinese memory chipmaker (CXMT) showing new DRAM tech was enough to scare the AI chip trade.
Oil prices jumped by 3.5% today, which led to higher yields and a dip in US stocks.
When oil prices go up, yields do too, and stocks take a hit.
When oil prices fall, yields drop, and stocks tend to rise.
Are the RHC blue chips falling before the $HOOD Summit?
It looks promising
