ᚷᛗ - US spot Bitcoin ETFs saw $526.6M net inflows on October 19 (largest since September 22). - Bitmine (Tom Lee) bought another 12,535 ETH, lifting holdings to 6.04M ETH. - BlackRock filed for a new buffered Bitcoin ETF offering downside protection via options and fixed income while capping some upside. Bullish!

ᚷᛗ and Happy New Week, Kultists! - JPMorgan’s JPM Coin (a token representing USD deposits) is now live on Ethereum, giving institutional clients native on-chain cash that sits alongside the assets, collateral, and counterparties they already transact with. - Ethereum’s Glamsterdam upgrade is advancing, with the Hoodi testnet scheduled for October 26. This is the final public testnet step before a potential December mainnet launch. Bullish!

ᚷᛗ - Microsoft announced Magnetar, the first zkVM that is general-purpose (RV64), post-quantum, and built for recursion. - Lido enabled direct ETH staking on Arbitrum, Base, Linea, and Optimism via Chainlink CCIP, eliminating the need for manual bridging. - Ethereum + L2s settled $16.75T (77%) of all stablecoin transfer volume over the prior 90 days, confirming dominance in on-chain finance. Bullish!

ᚷᛗ - zkSync has launched Airbender Prime, the first Ethereum prover to achieve real-time proving on a single GPU. It successfully proved 99% of 7,200 consecutive Ethereum mainnet blocks in under 10 seconds each. - Base is launching Denim, its fourth hard fork, on Sepolia on October 21, featuring 200ms blocks. Bullish!

ᚷᛗ - DRW and Marex completed the first OTC swap referencing a fully tokenized index on blockchain infrastructure (S&P’s tokenized iBoxx USD Liquid Investment Grade Index). - Ethereum to Gnosis deposits now confirming in 12–24 seconds (vs. prior 13 minutes) via Ethereum’s Fast Confirmation Rule. - Interactive Brokers (5.5 million client account, $964 billion in client equity) launched Ethereum staking, with compounding rewards paid in ETH. - US spot Bitcoin ETFs saw $176M net inflows and Ethereum ETFs $25M yesterday. Bullish!

ᚷᛗ - Strategy (Michael Saylor) bought another 250 BTC for ~$21.5M; holdings hit a record 848,250 BTC (>4% of supply). - BitMine (Tom Lee) added 12,532 ETH, reaching ~6.03M ETH (~4.9% of supply, near 5% target). Bullish!

GM and Happy New Week, Kultists ☕️ Feels like this week's gonna be bullish!

ᚷᛗ - Thailand’s SEC finalized rules for local spot Bitcoin and Ethereum ETFs on the Stock Exchange of Thailand, effective Oct. 16. - Samsung Wallet added USDC for up to 82 million U.S. Galaxy devices, enabling hold-and-send transfers with gasless fees. - Sui's Hashi Bitcoin-collateral network lined up over $500 million in commitments from 20+ partners (including Anchorage) ahead of a phased mainnet for native BTC lending and vaults. - Starknet’s STRK jumped roughly 50% after the team said it is considering becoming a standalone L1 to target full quantum resistance by 2027. Bullish!

ᚷᛗ - Charles Schwab, an American financial services company with over $10T in client assets, says 64% of Millennials plan to buy Bitcoin and crypto. - Robinhood bought $25M of Bitcoin for its corporate treasury on Oct 7, its first direct BTC balance-sheet position. - Russia's Sberbank (100M+ clients) is preparing Bitcoin and crypto trading launch, targeting December. Bullish!

ᚷᛗ - Ethereum’s Glamsterdam upgrade activated successfully on the Sepolia testnet! - EEZ executed the first atomic L1→L2 transaction on Ethereum mainnet, showing live synchronous composability rather than async bridges. - Robinhood put $25M of Bitcoin on its balance sheet. - U.S. Bitcoin ETFs saw ~$119M net inflows on Oct 6. Bullish!

ᚷᛗ - BitMine bought another 15,112 ETH (~$41M), lifting holdings to 6.016M ETH (~4.9% of supply) after 15 straight months of weekly buys. - Ethereum’s Glamsterdam upgrade activates on Sepolia today, adding enshrined proposer-builder separation, block-level access lists, and a path toward a 200M gas limit, its largest throughput step since launch. - CFTC opened a 50-day comment window on a framework for leveraged retail crypto transactions. Bullish!

ᚷᛗ and happy new week! - Bitcoin neared an 8-month high near $87k and posted its highest weekly close since January 2026. - Ethereum printed its highest weekly candle in 8+ months near $2,710, ahead of the Oct 6 Glamsterdam Sepolia testnet. - OKX and NYSE parent ICE’s joint venture filed with the SEC to launch a 24/7 tokenized US stock venue under the new innovation exemption, covering 60+ names including Nvidia and Apple. - Softer US jobs data raised October Fed hold odds above ~75%, fueling a risk-asset bid that pushed Bitcoin toward $87k as the “debasement trade” narrative returned. Bullish!

ᚷᛗ - The Ethereum Foundation and the Open Anonymity Project launched zkAPI. Users deposit ETH or USDC into a vault, then authorize metered API use (including AI models) with zero-knowledge proofs so the provider and payment server cannot link requests to the payer. - The SEC proposed crypto custody rules for investment advisers and regulated funds after the Clarity Act stalled in the Senate. The plan would allow self-custody in some cases and let state trust companies act as crypto custodians. - BTC is still consolidating above $86,000, and ETH above $2,700. Bullish!

ᚷᛗ - Citi and Coinbase launched corporate stablecoin payments that convert to fiat behind the scenes for bank clients.⁠ - Robinhood began a U.S. rollout of crypto perps plus AI trading-agent accounts. - U.S. spot Bitcoin ETFs extended a 9-day inflow streak with $66M. Bullish!

ᚷᛗ and happy new week! - Last week, Bitcoin ETFs posted their strongest week since October 2025, with $2.4B in net inflows, while ETH funds recorded about $690M. - Yesterday, Vitalik outlined his long-term Ethereum upgrade path to turn the network into a “cryptographic world computer” by 2030, built around ZK proofs, quantum resistance, and privacy. Bullish!

ᚷᛗ - ETH Glamsterdam upgrade is locked for Sepolia on Oct. 6. Key features include enshrined proposer-builder separation (ePBS), block-level access lists for parallel execution and higher throughput, and gas-pricing changes that better reflect state costs. - Ethlabs FCR is live in Chainlink CCIP 2.0, cutting applicable cross-chain Ethereum confirmations from about 13 minutes to 12–24 seconds. - Spot ETH ETFs extended their inflow streak. U.S. Ethereum ETFs recorded about $17.1 million in net inflows on Sept. 28, marking a seventh consecutive positive session. - ETH is consolidating around $2,700 with signs of weakness. Bullish!

ᚷᛗ - Bitget's hot wallet was hacked yesterday for $351 million via spoofed backend transfers (no private keys were stolen). North Korea is suspected; withdrawals are paused; a $464 million protection fund covers the losses. - The Fed proposed new stablecoin rules under the GENIUS Act, covering reserves, capital standards, redemption, and disclosures for issuers. - New York's AG sued Polymarket, alleging it operates an unlicensed gambling business. - Ethereum leads the $46 billion tokenized RWA market with a 48.4% share ($22 billion). The Glamsterdam upgrade testnet fork is set for Sept. 28. - ETFs bought $190 million of BTC and $66 million of ETH yesterday. Nothing will stop this train!