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🪙Bitmine has continued to make modest purchases, acquiring another 12,532 ETH (~$32M) and bringing its total holdings to over 6 million ETH. The company is now just 76,000 ETH—or 5% of the total supply—away from its target and plans to halt buying once this milestone is reached. According to Tom Lee, the upcoming uptrend could be the largest cycle in crypto history, driven by four key factors: 1️⃣Asset tokenization is expanding the scope of crypto applications. 2️⃣The younger generation is set to inherit $1.5–$2 trillion between 2026 and 2028; this demographic possesses an open mindset and is more willing to invest in crypto and stocks than previous generations. 3️⃣Companies holding crypto have absorbed a portion of the supply, thereby reducing the volume of coins available for sale on the market. 4️⃣AI could generate additional demand for crypto—for instance, through AI agents using stablecoins for payments.

Does Bitcoin's 4-year cycle still hold true? 2015 Low → 2017 Peak: 1,064 days 2017 Peak → 2018 Low: 364 days 2018 Low → 2021 Peak: 1,064 days 2021 Peak → 2022 Low: 364 days 2022 Low → 2025 Peak: 1,064 days 2025 Peak → 2026 Low: ? If the pattern continues, the cycle low would fall on October 5th. However, that date has passed, raising two interesting possibilities: 1. The low is already in (around the $60k mark). The 4-year cycle has shifted due to ETFs and institutional capital, causing the low to appear earlier and be shallower. 2. Or, there is still a deeper shakeout to come if the 4-year cycle remains valid. What’s your take? Is anyone still waiting for an October low before buying in?

Over 90% of blockchains generate less than $1,000 in daily transaction fees. 😋 According to DefiLlama, 514 out of the 558 tracked blockchains generated less than $1,000 in fees over the past 24 hours. - Of these, 443 networks generated less than $10, and 399 generated no fees at all. - Only 7 blockchains generated more than $100,000 in daily fees. ‼️ While there are hundreds of active blockchains, capital flows are actually concentrated around just a few groups of blockchains.

Is OKX preparing to launch a dedicated platform for tokenized US stocks? According to Bloomberg, OKX has filed with the SEC to launch a trading platform for tokenized US stocks. • The new platform, named OKXICE, is a joint venture between OKX and ICE (the parent company of the NYSE). OKX is providing the blockchain infrastructure, while ICE is contributing market-operation technology. • The initial rollout is expected to feature stocks from 63 NYSE-listed companies; these companies have a 30-day window to opt out of being listed on the platform. • The platform operates under a new SEC exemption framework, requiring tokenized stocks to retain full shareholder rights, such as dividends and voting privileges. • No official launch date has been set yet; the commencement of trading depends on the aforementioned 30-day period and other regulatory requirements. Previously, ICE acquired a stake in OKX in March, valuing the exchange at $25 billion. The two parties also agreed to collaborate on regulated crypto perpetual futures in the US.

The greatest advantage of on-chain finance is not 24/7 trading. At Korea Blockchain Week, the co-founder of Hyperliquid argued that 24/7 trading is no longer a major differentiator, as traditional exchanges are also extending their operating hours. For crypto, continuous trading is a given, as users are located worldwide and not bound by the trading hours of any single nation. The core advantages lie in self-custody and transparency: • Users hold and control their own funds, reducing reliance on intermediaries and mitigating the risks associated with intermediary failures. • Blockchain activities can be publicly verified, lessening dependence on information provided by a single party. Jeff Yan also views unlisted assets—such as pre-IPO shares—as a significant opportunity for on-chain finance to expand its market and provide users with earlier access.

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Last week, the strategy involved purchasing an additional 1,666 BTC ($138M) at an average price of $85,681. For the second consecutive week, the company added Bitcoin to its holdings, bringing the total to 847,666 BTC ($70.3B). They also repurchased an additional $151M worth of $STRC. The company retains $6B in USD cash reserves—enough to cover interest payments and dividends for 3.8 years. Bitmine has officially reached the milestone of 6 million ETH ($16B). Last week, Bitmine acquired another 17,362 ETH (~$46M); they remain 100,000 ETH short of their target of holding 5% of the total supply. With an average cost basis of $3,327, their unrealized loss stands at ~$3.9B. According to executive Tom Lee, Bitmine has accumulated over 6 million ETH in less than 15 months. Crypto has been in an uptrend since late June, and institutional investors are expected to increase their holdings during the final months of 2026.

DeFi War on X: Aave vs. Morpho – Who Comes Out on Top? The rivalry between Aave and Morpho has been simmering for years but only truly escalated into a "DeFi War" when their founders publicly clashed on X. ➡️Context - Following the April 2026 KelpDAO incident - which saddled Aave with significant bad debt and caused a loss of billions in TVL - capital flows and institutional partners (such as Coinbase, Apollo, and Bitwise) began shifting noticeably toward Morpho. - On September 24, 2026, Morpho founder Paul Frambot proposed a classification system for vaults based on the manager's authority. - According to Paul, a vault could be considered "non-custodial" if the smart contract restricts management powers and allows users a withdrawal window before risk levels increase. - Stani Kulechov, Aave's founder, opposed this view, arguing that Paul was merely engaging in self-promotion for his product rather than solving any actual problems. ➡️Escalation - This morning, a post - allegedly published by mistake by Morpho's AI - drew fresh criticism from Stani. - The post implied that most curators (risk managers) - such as Steakhouse Financial, Bitwise, Wintermute, and Yearn - lacked sufficient revenue to sustain operations and were instead relying on incentives to survive. - Stani immediately criticized the post, claiming it demonstrated that Morpho’s operational model was inefficient - terrible news for token holders. ➡️ Paul later clarified that the information in the post originated from a third-party AI tool and was not written by the team itself. ➡️ Aave vs. Morpho: What Does the Future Hold for DeFi? - This recent event has highlighted the fierce competition between the two sides across both the protocol and social media fronts. - $MORPHO’s Fully Diluted Valuation (FDV) is currently slightly higher than $AAVE’s, whereas Aave’s market cap remains superior. ➡️ What do you think? Is there a future where both can thrive? If you hold either of these tokens, please share your perspective in the comments below. Disclaimer: This post is for informational purposes only and should not be considered investment advice.

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Will Bitcoin only rise 3–5x this cycle, making a 10x gain unlikely? The CEO of CryptoQuant predicts that this bull cycle may not match the magnitude of previous ones. However, the subsequent downtrend is also expected to be less severe than the 80% crashes seen in the past. • Bitcoin's market capitalization has grown significantly; massive capital inflows would be required to drive a 10x price surge like in previous cycles. • With institutions holding large amounts of BTC, the market is less susceptible to retail-driven FOMO, though this may result in slower price appreciation. Additionally, he views the market outlook as highly positive: long-term "whales" have stopped selling, major players have opened long positions near the lows, and ETFs are consistently attracting capital.

🪙 Last week, Bitmine acquired an additional 27,562 ETH (~$73 million), bringing its total holdings to 5.99 million ETH ($14.9 billion). With an average cost basis of $3,330, the company is currently sitting on an unrealized loss of approximately $3.6 billion. According to Tom Lee, the cryptocurrency market entered an uptrend in late June, driven by capital flowing in from AI stocks, improving industry fundamentals, and the diminishing relevance of the four-year cycle. ETH has outperformed other major assets by 65.19% in the third quarter. Lee suggests this could be merely a warm-up for a stronger rally in the fourth quarter, as significant institutional capital prepares to pour into the crypto market.

VanEck: Bitcoin Could Return to $100K in 2027 Matthew Sigel, Head of Digital Assets at VanEck, forecasts that Bitcoin could return to the $100,000 level next year, representing a gain of nearly 30% from current prices. Key drivers include: 1️⃣ Rising public debt is prompting investors to turn to Bitcoin as a hedge against fiat currency. 2️⃣ BTC volatility has dropped by 50% compared to four years ago, making the asset more attractive for institutional adoption. 3️⃣ Sovereign wealth funds and investment advisors are buying in, according to VanEck's discussions with institutional clients. 4️⃣ The U.S. Treasury's bond buyback program is injecting additional liquidity. 5️⃣ Investors continue to favor put options, indicating a defensive market stance rather than excessive FOMO.

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