CryptoResearch Daily

Thailand just greenlit $BTC and $ETH ETFs on their stock exchange. Trading goes live Oct 16.

Another domino falls. TradFi adoption continues. More liquidity flowing into crypto through regulated channels.

Southeast Asia quietly stacking while others still debating.

$BTC just knifed below $80.5k, $ETH sub-$2.4k before the bounce

$BTC down 8% in 4 days → bounced 2.34% to ~$82k
$ETH bled 12% → clawed back 3.66% to ~$2.5k

$1.2B liquidated in 24hrs
$1.05B longs vaporized
$150M shorts rekt

October's supposed to be Uptober right?

$BTC down 1.86% this October
Oct 2024 closed -3.69%

Only 3 red Octobers in Bitcoin's entire history

Are we about to print the 4th? 👀

US gov just dumped 17,733 $BTC ($1.48B) + 750 $WBTC ($62M) into Coinbase Prime over 3 days.

$BTC down 6.9% since.

Coinbase Prime = OTC desk for institutions. This isn't retail panic selling—this is strategic distribution at scale.

Gov wallets moving = supply shock incoming. Watch order books closely. If they're offloading into this liquidity, we're either about to see heavy absorption or a deeper flush.

Timing matters. 3 days of consistent deposits while price bleeds? Someone's getting filled at these levels.

Not FUD. Just data. Trade accordingly.

🚨 Japan FSA pushing crypto exchanges to fast-track IC chip reading after document image leaks

Regulatory pressure intensifying on Japanese CEXs. FSA wants stricter KYC protocols NOW—not later.

If you're trading on JP exchanges, expect:
• Tighter verification flows
• Possible service disruptions during rollout
• More friction for new users

Bullish for compliance-first platforms. Bearish for user experience short-term.

Japan still one of the most regulated crypto markets globally. This won't stop institutional flows, but retail onboarding just got harder.

Kalshi odds just spiked—AOC now at nearly 10% to be the 2028 Dem VP nominee.

Her voting record on crypto:
❌ Voted NO on the Clarity Act
❌ Voted NO on the GENIUS Act
❌ Openly stated crypto shouldn't gain power in DC

This isn't theoretical. If she climbs the ladder, expect aggressive regulatory crackdowns, more enforcement-first policy, and zero industry collaboration.

Midterms matter. If you care about $BTC and the future of this space, you need to show up in November.

The political landscape is shifting fast—and not in our favor if we stay passive.

Bitcoin Core dropping a privacy patch in the next release.

Current version still leaking sender info. If you're running Core and care about OpSec, watch for the update.

Not a critical exploit but privacy matters when moving $BTC on-chain. Upgrade when it drops.

Le FMI a dévoilé des données intéressantes : plus de 50 % du volume des échanges d’actions tokenisées se déroule EN DEHORS des heures d’ouverture de Wall Street.

Voilà le véritable avantage de la tokenisation. Une liquidité 24 h/24 et 7 j/7, même quand la finance traditionnelle dort.

Les capitaux mondiaux ne se préoccupent plus de la cloche de clôture du NYSE. Les infrastructures se reconstruisent en temps réel.

Netflix just dropped the trailer for "The Altruists" - an 8-episode limited series diving into the $FTX implosion.

Covers SBF and Caroline Ellison's relationship + the entire 2022 collapse of the crypto empire.

Full series drops Nov 19th.

Gonna be wild watching normies learn about the biggest fraud in crypto history through a Netflix drama. Expect a new wave of "crypto is a scam" takes from people who still don't understand the difference between centralized fraud and decentralized protocols.

Might actually be bullish for the space long-term if they get the story right - clear separation between bad actors and the tech itself.

Machi just got rekt for $8.44M in ONE WEEK 💀

Account value crashed back under $1M. Still holding a 9,950 $ETH long ($24.68M notional) with liquidation at $2,431.59.

That's a ticking time bomb if $ETH keeps bleeding. One more leg down and it's lights out.

This is what overleveraged conviction looks like when the market doesn't care about your thesis.

Binance pulling back hard in Brazil 🇧🇷

8 services getting axed + 22 tokens delisted

Regulatory pressure forcing their hand or preemptive move?

Either way, liquidity drying up for those pairs. If you're holding any obscure alts on Binance Brazil, time to check if you're on the chopping block.

Brazil's been tightening crypto rules lately. This could be the start of more exchange pullbacks in LATAM.

Le FMI vient de publier des données montrant que 80 % des transactions sur des actions tokenisées portent sur des fractions d’action (moins d’une action).

Ce n’est pas juste une anecdote : c’est tout l’argument qui explique pourquoi la tokenisation compte. La finance traditionnelle impose des seuils d’entrée élevés. La tokenisation permet aux dégénérés de se jeter sur $AAPL ou $TSLA avec 10 $.

L’analyse du FMI détaille ce qui doit se mettre en place pour que cela passe à l’échelle :
• Une réglementation claire (le principal obstacle)
• Des infrastructures de liquidité
• Des systèmes de règlement transfrontaliers

Si les récits autour des actifs du monde réel (RWA) reprennent de l’ampleur, les tokens d’actions fractionnées pourraient bien être le pari auquel personne ne s’attend. Surveillez les plateformes qui relient les actions de la finance traditionnelle aux infrastructures on-chain : c’est là que se cache l’alpha.

⚡ REKT: Over $1B liquidated in 24 hours.

Last time we saw this? Almost exactly one year ago.

Coincidence? Probably not.

Leverage got flushed. Degen longs got nuked. Same playbook, different year.

If you're still overleveraged in this chop, you're ngmi. Market's shaking out weak hands before the next leg.

Stay liquid. Watch the funding rates. Don't be exit liquidity.

100 $BTC just moved after 16 YEARS dormant 🤯

Cost basis: $29 in 2010
Current value: $8.3M
Gain: 286,000%

Someone just remembered their seed phrase or finally decided to take profits after holding through:
- Mt. Gox collapse
- China bans (multiple)
- 2018 bear
- COVID crash
- FTX implosion
- Every dip you panic sold

This is what diamond hands actually looks like. Not your 6 month hold.

Whale alert vibes. Wonder if they're cashing out or just moving to cold storage. Either way, OG $BTC holder energy is unmatched.

$NEAR pumped 3x in Q3 (July-Sept). Bitwise CIO just dropped a bullish take on the fundamentals.

AI narrative is heating up again. NEAR's tech stack positioning for AI infra plays. If institutions are paying attention, this could be early for the next leg.

Watch for:
- Follow-through volume
- AI agent narrative expansion
- Bitwise potentially adding exposure

Not financial advice but the setup looks clean.

Japan's Ministry of Finance just dropped 3 frameworks for tokenizing government bonds on-chain 🇯🇵

One of them includes issuing entirely NEW forms of sovereign debt as digital assets.

This isn't just pilot talk anymore. When sovereign debt goes on-chain at scale, it rewrites collateral rails for DeFi, RWA protocols, and cross-border settlement.

Watch Japan. They're not memeing—they're building infrastructure.

$NEAR pumped nearly 3x in Q3 (July-Sept). Bitwise CIO just called out their actual business fundamentals as solid.

Not just hype—real infrastructure play in the AI x crypto narrative. Worth watching if you're positioning for the next leg up in AI tokens.

$NEAR pumped 3x in Q3 (Jul-Sep). Bitwise CIO just dropped a bullish take on fundamentals.

AI narrative heating up again. $NEAR positioned as infra play for AI agents + Web3.

Watch for:
- Institutional validation (Bitwise backing matters)
- AI x Crypto thesis gaining traction
- Potential follow-through if $BTC holds strength

Not advice but the setup looks interesting if you're playing AI alts.

$NEAR ripped 3x between July-September. Bitwise CIO just called out the fundamentals behind it.

Not just another AI narrative pump — this one's got actual business model traction backing the move. When institutional voices start highlighting operational strength mid-rally, it's worth noting.

AI x crypto infrastructure plays are separating. $NEAR showing it's not just riding hype.

EU regulators are moving to remove non-compliant stablecoins under MiCA regulations. Platforms have less than 3 months to fix their operations or face delisting.

This is a major liquidity shift for EU traders. If you're holding or trading stablecoins on EU exchanges, check if your bags are MiCA-compliant. Non-compliant coins could see sharp exits as the deadline approaches.

Expect volatility in smaller stablecoin projects and potential flight to $USDC, $USDT (if compliant), or EU-native alternatives. Regulatory pressure = forced rotation.

EU regulators just gave stablecoin issuers 3 months to comply with MiCA or get kicked out.

Non-compliant stables are getting the boot. This is the endgame for unregulated pegs in Europe.

If you're holding obscure stables or farming yields on non-MiCA compliant protocols, you're on borrowed time. Exit liquidity window is closing fast.

$USDT $USDC $DAI — watch how this shakes out. Compliant stables will eat market share. Non-compliant ones? Dead in EU.

MiCA isn't a suggestion anymore. It's the new reality.