1. 📈 Bitcoin is holding near $83,500**
BTC is trading around **$83,547, up 0.17% over the day. Intraday high — $85,598 after the release of PCE data, low — $82,950 .
2. 📊 Core PCE came in below expectations
August PCE rose 3.4% year over year (forecast 3.7%), core PCE — 3.0% (forecast 3.3%). This weakened expectations for an interest rate hike by the Fed: the probability of keeping the rate in October — 62% .
3. ⚠️ Treasury yields remain at their highest level since 2002
10-year U.S. Treasury bonds are holding around 5.25–5.3%, continuing to weigh on risk assets despite the soft PCE.
4. 😨 Fear and Greed Index — 74
The indicator rose from 71; the market remains in the “greed” zone.
5. 🐋 An ancient whale moved 133,298 ETH worth $356 million
A wallet associated with Ethereum co-founder Joseph Lubin transferred ETH bought in the 2015 ICO at $0.31. This is the biggest whale transaction of the day.
6. 🐋 Hyperliquid is withdrawing 3.75 million HYPE for $338 million
HyperLabs filed an application to withdraw from staking. The tokens will arrive in 7 days (October 7) and will likely be moved to an OTC sale via Flowdesk.
7. 💰 ETF: 9 days of inflows, $3.1 billion**
Spot BTC ETFs extended the streak of inflows to nine sessions, accumulating **$3.1 billion** in total. Institutional demand remains a key support.
8. 🚀 Tom Lee: “Do you hold enough crypto?”
The founder of Fundstrat reposted CZ’s tweet with “Soon...” and asked investors about their allocation. Lee keeps the $150,000 BTC target.
9. 🏦 BitMine completed 98% of the “5% Ethereum” plan
The company holds 4.9% of the total ETH supply. About 84% of the position (5.067 million ETH) is staked, generating hundreds of millions of dollars in annual revenue.
10. 🔒 MetaMask reported a security incident
The company identified a problem in part of the staking infrastructure and is exiting the affected Lido validators. Users’ wallets are not under direct threat.
11. 🚨 Ripple unlocked 1 billion XRP worth $1.49 billion
Four transactions from an escrow account: 400 million, 300 million, 200 million, and 100 million XRP. Part of the funds typically goes to operating expenses and the ecosystem.
12. 🏛️ Senator Daines introduced the ADAPT Act
A 56-page bill: exempting stablecoin payments from capital gains tax, introducing wash sale rules for crypto, and simplifying tax treatment of staking and mining.
13. 🏦 The Fed published rules for stablecoins
The project requires 100% backing of payment stablecoins with reserve assets (short-term Treasuries, high-quality liquid assets). The GENIUS Act enters into force on January 18, 2027.
14. 🚀 Solana: Circle minted 750 million USDC in 24 hours
USDC Treasury minted 250 million USDC on Solana in one day; total for the day was 750 million. Since the beginning of the year, about $98.8 billion USDC has been created on the network.
15. 🚀 NEAR Protocol rose 8.9% to $5.38**
NEAR delivered one of the best results among major altcoins; trading volume reached **$1.53 billion.**
16. 🚀 Chainlink hit an annual high
LINK rose amid the launch of an updated cross-chain system and growth in trading volumes. Santiment recorded 24 large transactions in a day—the highest for the year.
17. 🚀 Quant: 645 whale transactions in a day
Santiment recorded a record number of large QNT deals. The driver is Quant’s selection by The Clearing House for tokenizing clearing and settlement.
18. 🐕 Worldcoin rose 8.6% to $0.54
WLD became the growth leader among majors after several days of correction.
19. 📉 Avalanche — worst performance of the day
AVAX fell 4.97%, becoming the biggest exception in the top 100.
20. 🏦 BlackRock: AI agents will become a new source of demand for stablecoins
In BlackRock’s September report, it noted that when AI agents begin buying data and computing resources, stablecoins will play a key role in payments.
---
📌 Summary: Soft PCE gave BTC a brief push to $85,600, but high Treasury rates pulled the price back to $83K. Institutional demand (ETFs, BitMine) remains strong. The biggest events of the day were the transfer of $356 million in ETH by an ancient whale and Hyperliquid’s application to withdraw $338 million HYPE.
