🔓 More than $879.9M in token unlocks hit the market in the first week of November 1️⃣ $BTW (Bitway), Nov 2: 101.63M tokens (~$109.66M), 3.37% of released supply 2️⃣ $KITE, Nov 3: 640M tokens (~$78.30M), 17.41% of released supply, going to team/advisors (400M) and investors (240M) 3️⃣ $HYPE, Nov 6: 180,000 tokens (~$15.72M), 0.08% of released supply, all to core contributors (the schedule listed 9.92M, but the team committed to only 180K) Also on the radar: $MMT, $ENA, $HMX. The $BTW and $KITE unlocks are pending verification (Tokenomist), so those figures are projections. #TokenUnlocks #Crypto

🚀 Galaxy says #Bitcoin’s bear market ended in June and conditions favor a return to $125K (Alex Thorn, head of firmwide research) Thorn: “Bitcoin has proven its ability to run to at least $125K” Why: 🔹 $BTC logged 5 straight weekly closes above its 50-week average after 44 weeks below it 🔹 The 53% max drawdown was shallower than in prior bear markets 🔹 Spot ETFs added 87,000 BTC after the June low 🔹 Long-dormant coin movement fell to 34K BTC in 2026, from 67K in 2024 🔹 Stablecoin supply is up 129% since early 2024 to $304B, which he reads as capital staying in crypto The thesis weakens on a weekly close below the 50-week average (~$76.5K) that isn’t recovered within a month, or if ETF holdings fall below 1.22M BTC. $BTC trades near $81K. #Bitcoin #Galaxy #Crypto

💵 The stablecoin market cap has shed $12.73B since May 22 and now sits at $300.36B (DefiLlama, Oct 25) 🔻 $USDC: $71.74B, down $4.69B in 30 days, about 80% of the monthly contraction 🔻 $USDT: $182.42B (60.74% share), down $1.29B in 30 days 🔻 $USD1: -$444.67M, $USDe: -$305.61M 🟢 $PYUSD: +$239.53M, $USDf: +$511.16M 🔻 Tokenized Treasuries: $16.2B (Aug 12) to $14.65B (Oct 25) Crypto’s dry powder is thinning, with $BTC near $80K, well below its $126K peak. But supply alone can’t show whether capital left crypto or just moved elsewhere. #Stablecoins #Crypto

📉 CryptoQuant’s $BTC Bull Score Index fell from 80 to 60 since late September, after peaking at 90 🔹 The index combines 10 indicators covering demand, investor profitability, network activity, and liquidity 🔹 Readings above 60 are consistent with positive momentum Darkfost (CryptoQuant): “As long as it stays above 60, the overall momentum remains positive.” Weak spots: 🔻 Insufficient incoming liquidity 🔻 Slowing growth in $BTC demand 🔻 Weak sustained profitability among short-term holders All three “still need to improve further before bitcoin can make more progress.” $BTC trades near $81.7K. #Bitcoin #CryptoQuant #Crypto

📈 US spot $BTC ETFs pulled in $1.08B in 3 days (SoSoValue), but the pace is still below what fueled past steep rallies 📊 Past 3 rallies since Jan 2024 averaged ~$235M in daily inflows, with 39 days of $500M+ and 6 days of $1B+ 📊 Since Jul 1, inflows average ~$86M a day, with no $1B day and only 7 days of $500M+ 📈 $BTC is up ~39% since Jul 1, from ~$60K to ~$83.5K Giottus CEO Vikram Subburaj: “Institutional demand shows tentative improvement. However, flows remain volatile.” #Bitcoin #ETF #Crypto

🏦 JPMorgan’s 2027 Long-Term Capital Market Assumptions includes a return forecast for #Bitcoin for the first time: 10.0% compound annual return over 10-15 years, with 55% annualized volatility Compound annual returns for comparison: 🔹 Private equity: 9.8% 🔹 US REITs: 8.2% 🔹 US large cap: 7.5% 🔹 60/40 portfolio: 7.0% 🔹 Gold: 5.5% 🔹 US cash: 3.2% $BTC ranks #1 on JPMorgan’s list, though it isn’t included in the firm’s model portfolios. Bitwise CIO Matt Hougan thinks the volatility estimate is too high and the return too low. #Crypto

📈 US spot $BTC ETFs saw $526.6M in net inflows on Monday (Oct 19), their biggest day since Sept 22 ($714.75M) 🔹 $IBIT was the only one of 12 funds with inflows 🔹 October’s net outflow shrank from $617.17M to $90.57M 🔻 $ETH ETFs lost $103.28M, with outflows on 14 of the last 15 trading days ($1.12B total) 🔻 $SOL ETFs lost $6.72M $BTC trades at $82,060, back above Glassnode’s ETF cost basis of ~$81,500. Levels to watch: 🔹 Support: $80K and $76K 🔹 Resistance: $84K and $87.5K A daily close above $88K with renewed ETF inflows would signal buyers absorbing 6-12 month holder supply (Glassnode). #Bitcoin #ETF #Crypto

🔐 Four AI models were asked to estimate the odds that #Bitcoin’s signatures (ECDSA/Schnorr) get practically broken, inspired by Willy Woo’s Oct 11 post 20-year risk: 🔹 ChatGPT-6 Astra: ~76% 🔹 Claude Opus 5.5: ~66% 🔹 Grok Expert: 60% 🔹 Deepseek Deepthink: 34% ⏱️ 2-year risk: 0% to 2% across all four All four named quantum computing as the main long-term threat, with classical/AI cryptanalysis a much smaller one (2% to 10% over 20 years). These are speculative model-generated estimates, not verified probabilities. #Crypto #Quantum

💥 $403.58M in leveraged crypto longs were liquidated in one hour as $BTC slid from ~$85,500 to ~$83,800 📊 Longs were 97% of the $415M total, so it was a one-sided flush 📊 $ETH longs took the biggest hit at $155.12M, ahead of $BTC's $115.73M 📊 But it equals only ~0.27% of open interest, which still sits at $150.24B, so most leverage survived Reset or warning? Bulls say the flush cleared over-leveraged longs. Bears note another forced-selling burst is still possible. Supporting the bulls: wallets holding 100-1,000 $BTC added 113,950 $BTC between mid-July and late September (Santiment) #Bitcoin #Liquidations #Crypto

📊 US spot $BTC ETFs added $241.08M in the week through Oct 2, extending their inflow streak to 3 weeks, though that's a ~90% slowdown from the prior week's $2.39B 🔹 $IBIT: +$450.18M 🔸 $FBTC: -$167.94M, $GBTC: -$54.58M, $BITB: -$38.65M 🔸 Midweek $148.69M outflow ended a 9-session inflow streak, then buyers returned with $102.67M and $189.84M Elsewhere: 🔻 $ETH ETFs: ~$138M in outflows 🔻 $ZEC ETFs: -$93.56M, ending a 5-week inflow streak 🟢 $SOL +$2.43M, $XRP +$4.74M, $HYPE +$3.31M 🆕 Bitwise's $NEAR ETF debuted with $58.35M in first-week inflows Institutional demand is still there, but more selective #Bitcoin #ETF #Crypto