1. 📈 Bitcoin is holding around $84,800
BTC is trading near $84,777, up 0.17% over the day and 0.61% over the week. The price stabilized after a pullback from $87,000.
2. 📊 Weak labor market data reduced pressure on the Fed
The number of new jobs in September came in at just 29,000 versus expected 90,000. Unemployment rose to 4.2%. The probability of a rate hike in October fell to ~25%.
3. ⚠️ Treasury yields remain at their highs
U.S. 10-year Treasury yields are holding around 5.28%, continuing to limit the upside potential of risk assets.
4. 💰 ETFs: $82.9 million in weekly inflows
Spot BTC ETFs attracted $82.9 million. BlackRock’s IBIT led with $292 million, while ARKB brought in $25.5 million. Fidelity’s FBTC lost $167.9 million.
5. 📉 ETF inflows slowed sharply
Compared with $2.39 billion the previous week, inflows fell to $82.9 million — a 96.5% decline.
6. 🐋 Whales sold 30,000 BTC in a week
Large holders reduced their positions by ~$2.52 billion. Meanwhile, ETH whales accumulated 60,000 ETH (~$162 million).
7. 🔄 The BTC→ETH “rotation” turned out to be risk reduction
AInvest analysts: For every $1 of ETH bought, $16 of BTC was sold. This is not rotation, but capital leaving the market.
8. 📉 XRP whales remain on the sidelines
Large XRP holders have shown no activity, confirming that the moves are not linked to a search for alternative ideas.
9. 🏛️ SEC proposes self-custody rules
The Commission proposed allowing investment advisers and funds to custody digital assets themselves. There are 60 days to submit comments.
10. 📜 SEC: New regulatory initiatives
Chairman Atkins outlined the steps: ending “regulation through enforcement,” a DTC tokenization pilot, and an “innovation exemption.”
11. ⚖️ Banking association sues the OCC
Lawsuit against the Office of the Comptroller of the Currency over national trust charters for crypto companies. Confirmed by 5 independent sources.
12. 🇪🇺 ESMA proposes regulating access to DeFi
The European regulator recommends bringing services that provide access to DeFi protocols within the scope of MiCA. The proposal has not yet been adopted.
13. 🚀 AAVE rose 20% for the week
Aave V4 has surpassed $1 billion in deposits. The protocol launched on Arc and Base, and its Equities Hub module lets users borrow USDC against tokenized stocks.
14. 🚀 Pump.fun rose 30%
The growth is linked to a shrinking supply: about half of the protocol’s revenue goes toward buying back and burning PUMP, with daily purchases exceeding $1 million.
15. 🚀 Worldcoin gained 15% for the week
WLD rose to $0.56. Santiment does not attribute the gain to any specific catalyst.
16. 📉 Quant plunged 32% from its peak
QNT fell to $252.55 after a rally on news about The Clearing House. Profit-taking followed a 152% gain for the week.
17. 📉 Zcash lost 20% for the week
ZEC corrected to $1,394 after its rally. Grayscale Zcash Trust saw $93.56 million in outflows over the week.
18. 🔒 Ethereum: EIP-8363 withdrawn
The proposal on issuance policy was withdrawn. The discussion may shift to independent mechanisms.
19. 🛑 Blast shuts down its L2 network
The project announced the permanent shutdown of its Ethereum Layer 2. Users are advised to return their assets to Ethereum.
20. 📉 Market: BTC $84,777, ETH $2,692, BNB $784
Overall picture: BTC is stable, but gains are uneven. XRP, Hyperliquid, and Dogecoin are underperforming the market. Investors are becoming more selective.
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📌 Summary: “Uptober” began cautiously — weak labor market data provided some relief, but high Treasury yields are limiting growth. Whales are taking profits in BTC, and ETF inflows have slowed. The main exceptions are AAVE, PUMP, and WLD, all up double digits for the week.
