Industry Regulation and Institutional Developments S&P Global Ratings Launches New Framework: On October 5, S&P Global Ratings officially launched a new risk assessment framework for on-chain lending vaults. Deposits in the sector have reached $10 billion, up from just $1.5 billion two years ago. The framework will assess multiple factors, including credit, liquidity, governance, and blockchain security. Whale Activity and On-Chain Movements: According to on-chain analysts, the founder of POAP transferred 4,000 ETH (approximately $10.79 million) to the Gemini exchange today. They still hold more than 54,000 ETH.
Regulatory and Policy Developments The U.S. introduces a major digital asset tax bill (ADAPT Act) On October 1, U.S. Senator Steve Daines officially introduced the 56-page “Act to Align Digital Assets and Tax Principles” (ADAPT Act). The bill aims to establish clear tax rules for stablecoin payments, network fees (gas fees), staking, and lending. It also proposes that digital assets used to pay network, transaction, or gas fees of $10 or less be exempt from recognizing gains or losses. In addition, it provides tax exemptions or simplified reporting for compliant purchases of goods and services using U.S. dollar stablecoins.
Market Trends and Institutional Updates Macroeconomy and Market Performance Entering October, the market is closely watching the U.S. September jobs report (non-farm payrolls), CPI data, and the Federal Reserve’s monetary policy direction. Although the crypto market has recently seen an inflow of funds and a quarterly rebound (such as Bitcoin recovering somewhat over the past quarter), analyses indicate that most mainstream assets still face pressure from macro high interest rates (e.g., U.S. Treasury yields remaining at relatively elevated levels) when viewed against their year-to-date trend. The market is overall searching for direction amid “fragmented repairs” and a shift toward compliance.
RWA tokenization platform listed OpenWorld and VerifyMe have officially announced the completion of their business merger, forming a digital tokenization platform for real-world assets. They began trading on Nasdaq on October 1 under the code “OPNW,” advancing institutional-grade RWA tokenization.
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Hype in the world can unsettle the mind; market ups and downs have always been the norm ✨ Resist the urge of FOMO. Don’t blindly follow the crowd or rush into the market. Opportunities are endless, but your capital is the foundation you stand on. Stay calm and disciplined, manage your positions, and wait patiently for the opportunities meant for you. May you all make thoughtful choices and build steady gains 🧧
🧧🧧🧧When everyone’s spending their parents’ money, why do the rich call it an inheritance, the middle class call it support, but the poor get accused of living off their parents? The reason is simple. For example, if you’ve ever gnawed on a duck neck, you’ll know why it’s called “gnawing”—there’s hardly any meat on it. 🧧
Came across Binance’s chart—BTC is hovering around 86,184 and is still up 1% over the past 24 hours… I don’t hold any BTC, just watching from the sidelines 😂
The 86K level feels like an awkward spot. The intraday range is 85,094–86,999, with over 1.1 billion in trading volume. Bulls and bears are really battling it out.
I’ve heard lots of people have been mining on Binance lately. I don’t have a position, so I’m tempted, but also worried about getting burned. Curious: is mining still worth it these days? Which pool do you usually choose?
I’ve also put together a small red envelope (USDT). Share your thoughts in the comments and I’ll send some out at random, just for fun 🙏 If you think it’s too small, give me a hard time—if this gets a lot of views, I’ll make the next one bigger haha.
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$BNB BNB: Is $1,000 possible for it? Yes, it’s possible, but it’s not something we can determine right now. Based on an estimate of roughly $786–$788 on October 4, 2026, getting to $1,000 would require about a 27% rise. It has been at this level before. The historical high is around $1,370 in mid-October 2025. A year ago, it was around $1,170. So $1,000 is not a new peak—it’s simply an integer level below last year’s high that it has returned to. The 52-week range is roughly $538–$1,373, and it’s still about 42% below the high. For the short term, the more realistic resistance is first in the $790–$810 area. In late September, it touched around $807, then fell back to $750–$770, and only recently climbed back above $780. To reach $1,000, it usually needs to first hold above $810, then work through the $850–$900 zone, rather than jumping straight over it. The main factors that could push it higher are: the supply reduction expectations from the 37th quarterly burn, the fact that BNB Chain tokenized stocks and ETF size has already surpassed $1.1 billion, and that VanEck’s spot BNB ETF application includes a staking framework. If the overall market strengthens, these narratives could align with a round of recovery. The factors that could cap it are equally clear: it’s still some distance from last year’s high, EU MiCA-related reviews and reports of investigations by the U.S. Department of Justice are still ongoing, and the price continues to track Bitcoin and overall risk appetite. If it falls back below $750, then discussion of $1,000 should be pushed out. So the answer to “is it possible?” is yes—27% isn’t extreme in crypto, and it already traded above that level last year. But the timing, the path, and whether it needs to test support once more first depend on the broader market and regulatory developments—there’s no fixed date. This analysis does not constitute investment advice.
🧧🎁🌹🧧🎁🌹 Uniswap Trading Data: According to statistics, in the tokenized stock trades that took place on Uniswap in September, as much as 71% of transactions occurred outside U.S. stock market hours, with nearly half concentrated during the traditional exchanges’ closed period—highlighting the unique advantage of blockchain’s round-the-clock trading. Avalanche Shines: Driven by Securitize, the Avalanche blockchain led the industry in the growth of tokenized stocks in September, with its monthly market value surging by approximately $245.5 million. Follow me—answer 1 to take the $SOL 红包! 🧧🎁🌹🧧🎁🌹