PrieXt

$BTC mid-sized and large holder wallets just hit an ATH record.

Santiment reports that 20,338 wallets holding 10 to 10,000 BTC were up sharply since mid-July despite price volatility.

Tis group keeps growing while the market struggles.

It suggests larger holders remain active through the uncertainty, but wallet counts alone don’t confirm net accumulation.

One thing worth watching next is whether their combined BTC balance rises alongside the wallet count.

Helius CEO Mert Mumtaz is joining the $NEAR Foundation Council.

As privacy and cross-chain liquidity are becoming bigger priorities, He will be help steer the foundation’s move to bring to onchain markets becoming bigger priorities

NEAR wants assets and liquidity to move across chains without forcing users to expose every position and transaction to the public.

The challenge now is making privacy work at scale without sacrificing security or usability.

Well, we gotta stay woke!

$BTC $80K bids were filled, and fresh large buy orders helped push the price back up, according to Glassnode.

But support below $80K is weakening again.

That’s the distinction worth watching: buyers can defend a level once, but a sustainable recovery needs demand that keeps showing up after the first bounce.

The question isn’t only about who buys the dip, but whether they have enough conviction to keep buying.

A scammer got scammed…

One of the biggest victims of the Ledger theft was reportedly a scammer who lost over 60 $BTC worth roughly $4.8M.

According to Chainalysis, the funds came from a task scam involving fake product reviews and a trick that forced victims to deposit their own money to unlock supposed earnings.

On September 22, the operator split the proceeds across three Ledger addresses.

On October 9, all three were drained in separate transactions into the same wallet linked to stolen funds.

The irony is hard to miss. But the bigger lesson is that a hardware wallet alone cannot protect you from a compromised device or supply chain.

Even criminals can become victims of the same infrastructure they dubiously use and trust.

VITALIK BUTERIN’S ON-CHAIN PORTFOLIO: $530M

Arkham data puts his tracked holdings at approximately:

> $527.81M in ETH
> $1.76M in Aave LUSD
> $478K in ZCHF
> $346K in WHITE

Of course, $ETH accounts for roughly 99.6% of the listed portfolio.

Founder of Hyperliquid, Jeff Yan says the goal isn’t to replace Wall Street. It’s to give Wall Street the technology to build on.

Think about that for a second.

Instead of competing with every bank, broker or exchange, $HYPE wants to become part of the infrastructure they use to offer financial products.

Ripple Prime already offers institutional clients access to Hyperliquid’s markets, and Bloomberg Terminal has begun displaying selected Hyperliquid trading data.

The bigger play may not be taking Wall Street’s customers.

It may be becoming part of the system Wall Street runs on.

CryptoQuant data shows increased activity in $BTC that had remained dormant for at least a year since late September.

Does this mark a change in how long-term holders view the market, or simply a redistribution of coins that have been sitting idle for years? Hmmm…

Bitcoin is approaching a key break-even level.

According to Glassnode, $87,800 is the average cost basis for $BTC holders who bought 6–12 months ago.

Meanwhile, selling activity among holders who bought 1–2 years ago is rising.

When buyers get back to their entry price, some may sell to exit without a loss.

That could add selling pressure to Bitcoin’s recovery, but it’s not a guaranteed rejection.

Michael Saylor reveals on Bloomberg Crypto that Bitcoin’s bear market is over and expects $BTC to reclaim $100,000.

Despite Strategy selling some BTC earlier this year, he says the company expects to keep increasing its Bitcoin holdings over time.

Strategy has already returned to buying, adding 250 BTC for $21.5M last week.

The conviction remains. Now the market has to prove the call right.

Do you believe this?

These crypto projects recorded the highest weekly network growth among projects with market caps above $100M, according to Santiment:

🥇 $CAP : 800%
🥈 $GRASS : 698.9%
🥉 $STRK : 468.78%

Note: The metric tracks growth in newly created wallet addresses, not token prices.

More new addresses can signal growing interest, but the numbers alone don’t prove lasting adoption.

Coinbase Premium Index at -0.14%.

Institutions? Retail? Or simply weaker buying pressure?

Who is selling $BTC on Coinbase?

BitMine is closing in on its goal of owning 5% of Ethereum’s total supply.

By October 4, the company held over 6M $ETH worth roughly $16.4B at the reported price.

That’s a huge amount of ETH concentrated in one company’s treasury, and most of it is already staked.

Tom Lee says BitMine will stop accumulating once it reaches 5%.

What happens to ETH demand when one of its biggest recurring buyers hits its own limit?

ATM, $BTC is sitting at a level where the average investor is roughly breaking even.

CryptoQuant’s Darkfost puts that line around $80,500, a zone BTC has struggled around before.

When price returns to people’s entry points, some hold and wait, others sell just to get their money back.

If $80.5K holds, buyers have a level to defend. If it breaks, that confidence could quickly change. NFA/DYOR

I’m watching the reaction here more than the number itself.

$SOL now has over 14 million addresses holding stablecoins.

That’s up from fewer than 4 million at the end of 2024.

I know you gotta be thinking what people are doing with those dollars. Trading is one use, but payments and transfers are where stablecoins become useful beyond crypto.

One thing to keep in mind: 14 million addresses doesn’t mean 14 million individual people.

Still, there is growth!

Tom Lee sees $ETH reaching $25K to $50K this cycle.

The interesting part isn’t the price target itself. It’s the bet behind it.

If tokenization brings more financial assets on-chain, Ethereum could benefit from becoming a major settlement layer for that activity.

But adoption doesn’t automatically translate into ETH price appreciation.

The big question is how much of that growth actually creates demand for ETH.

That’s the part I’d be watching.

Wallet 0x6eb4 kept his old wallet safe for eight years.

Then he moved to a new wallet, and 59 $ETH worth $146,800 was gone.

The timing is brutal. His loss is now being linked to the wider CryptoBilis Ledger investigation, where the exact method of compromise remains unclear.

Self-custody is supposed to give you control over your money. But this incident is a reminder that the security of your setup matters just as much as keeping your recovery phrase private.

One wallet change shouldn’t cost someone years of savings.

Crypto has been taking a beating lately, but a lil zoom out will show you the picture looks different.

$BTC , ETH and SOL have reportedly outperformed traditional markets over the past three months.

Short-term volatility can make it easy to lose sight of the bigger picture. The interesting question is whether crypto can hold that relative strength when market conditions get tougher.

BTC has already pulled back from $87K, but the historical comparison suggests there could be more downside.

CryptoQuant puts $74.5K on the radar if this correction reaches the average drawdown across previous bull cycles.

$BTC $74.5K level comes from historical averages, not a prediction.

CryptoQuant contributor MAC_D compared drawdowns across five previous bull cycles and calculated an average pullback of 14.39%.
Applied to BTC’s October 5 high of $87,027, that puts the level near $74,500. BTC had already fallen 7.61% to $80,404 by October 9.

My view:

$74.5K is worth watching, but averages don’t dictate price. Past cycles had very different market conditions, and the latest bull cycle actually recorded smaller pullbacks. NFA/DYOR

If selling continues, this level gives traders a historical reference, not a guaranteed floor. The question is whether buyers step in before BTC gets there.

NFA/DYOR

#BTC Price Analysis# #Macro Insights#

BTC has already pulled back from $87K, but the historical comparison suggests there could be more downside.

CryptoQuant puts $74.5K on the radar if this correction reaches the average drawdown across previous bull cycles.

$BTC $74.5K level comes from historical averages, not a prediction.

CryptoQuant contributor MAC_D compared drawdowns across five previous bull cycles and calculated an average pullback of 14.39%.

Applied to BTC’s October 5 high of $87,027, that puts the level near $74,500.

BTC had already fallen 7.61% to $80,404 by October 9.

My view:

$74.5K is worth watching, but averages don’t dictate price. Past cycles had very different market conditions, and the latest bull cycle actually recorded smaller pullbacks. NFA/DYOR

If selling continues, this level gives traders a historical reference, not a guaranteed floor. The question is whether buyers step in before BTC gets there.

NFA/DYOR

#BTC Price Analysis# #Macro Insights#

Binance $ETH reserves have dropped to 3.47M ETH, their lowest level in six months, as withdrawal transactions hit a record, per cryptoquant data.