BitcoinPierre

Bitwise’s NEAR ETF ($NRR) is officially trading today on NYSE Arca, giving U.S. investors direct spot exposure to NEAR through a traditional exchange traded product.

What makes this launch more interesting is the staking component. Bitwise plans to stake the fund’s NEAR holdings in house, with staking rewards accruing to shareholders through the fund’s NAV. The ETF carries a 0.75% management fee.

This adds NEAR to the growing list of crypto assets gaining access to U.S. ETF infrastructure beyond Bitcoin and Ethereum.

Spot exposure + staking in one product. Now the market gets to see how much demand U.S. investors have for NEAR.

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🔥 AAVE COULD BE GETTING A TOKEN BURN

Aave founder Stani Kulechov says a token burn mechanism is being considered for Aavenomics 3.0, potentially adding permanent supply reduction to Aave’s existing buyback model.

Aave has already used protocol revenue to buy back AAVE, but those tokens have been held rather than burned.

If the new model moves forward, some of those repurchased tokens could instead be permanently removed from circulation.

That immediately puts AAVE’s supply dynamics back in focus.

Buybacks are one thing. Buybacks + burns could change the tokenomics story.

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The top seven token unlocks scheduled for October are worth roughly $470.66M, with BTW leading at $137.7M.

Other major unlocks include 2Z at $105.5M, $AKE at $66.9M and ADI at $58M.

The numbers matter because newly unlocked tokens can increase circulating supply and create additional selling pressure if recipients decide to take profits.

But an unlock doesn’t automatically mean a dump. The actual impact depends on who receives the tokens, how much enters the market and whether demand can absorb the new supply.

$470M+ of supply is coming. October could get interesting for these tokens.

#BTC Price Analysis# #Altcoin Season# $AAVE

Kakao Pay Securities has signed separate agreements with Ondo Finance and Dinari to explore tokenizing South Korean stocks for overseas investors.

The idea is to create a blockchain-based route for international investors to gain exposure to Korean-listed companies, with the partnerships examining custody, token issuance, redemption and shareholder rights.

This is still an exploration, not a commercial launch. The companies will first assess the technical and regulatory requirements before deciding whether to move forward.

But the direction is significant.

Korean equities could be the next traditional asset moving deeper into global onchain markets.

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🔥 JUST IN: BITWISE’S LINK ETF TAKES ANOTHER STEP FORWARD

The SEC has filed a new regulatory form for Bitwise’s Chainlink ETF, linked to LINK .

The fund, which trades under the ticker CLNK, is designed to give investors exposure to LINK through a traditional exchange traded product. SEC filings confirm the fund is registered for trading on NYSE Arca. 

This is another important development in the push to bring altcoins into traditional investment markets.

#BTC Price Analysis# #Macro Insights# $LINK $HBAR

🔥 87% OF BINANCE ALTS HAVE TURNED BULLISH

CryptoQuant analyst Darkfost says 87% of altcoins listed on Binance are now trading above their 200 day moving averages, a major reversal from August when roughly 80% were still below the level.

The recovery has been broad, with Total2 adding more than $371B since June, but there’s a catch.

Darkfost is also seeing early warning signs of altcoin euphoria, including rising exchange deposits and weakening momentum signals. Historically, moves this broad can become difficult to sustain.

87% bullish. The rally is real, but so are the warning signs.

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For users moving liquidity from Ethereum, BNB Chain or Base into TON DeFi, the route you choose can change what you actually receive at the other end.

The traditional approach is a bridge, lock or burn the source asset and receive a wrapped Jetton on TON. That can work, but it introduces another layer of contract exposure and leaves users managing a wrapped representation.

There’s another model.

Omniston uses an atomic swap architecture built around resolvers and paired HTLCs. Instead of moving a wrapped version across a bridge, the user can swap into a native TON asset directly. The resolver locks the destination asset, while the source side asset is secured through the corresponding HTLC.

That distinction matters beyond the technical architecture. If the goal is to enter TON DeFi and immediately use the asset, receiving the native destination asset removes an extra step.

Once on TON, users can access swaps, liquidity pools and other DeFi opportunities while benefiting from TON’s generally low transaction costs.

For anyone moving capital from EVM chains into TON, understanding the route is just as important as making the move.

Cross chain swaps: https://app.ston.fi/swap?mode=cross-chain&in=ton%3AUSD%E2%82%AE

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🔥 STRATEGY JUST ADDED ANOTHER 1,666 BTC

Strategy has reportedly purchased 1,666 BTC, bringing its total Bitcoin holdings to 847,666 BTC.

The move comes as Bitcoin continues trading around the mid-$80K range, with Strategy once again using market weakness to increase its already massive BTC position.

At 847,666 BTC, Strategy now controls roughly 4% of Bitcoin’s 21 million maximum supply, reinforcing its position as the largest corporate Bitcoin holder.

The company’s accumulation strategy remains one of the most closely watched corporate bets in crypto.

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Veteran trader Peter Brandt says XRP’s charts alone have always been enough reason for him to consider making a bet on the token.

Brandt’s latest chart focuses on XRP’s long term price structure, while he makes it clear that being interested in XRP doesn’t require blind loyalty to the asset.

XRP has also been attracting attention from large holders and spot ETFs, adding another layer to the current setup.

#BTC Price Analysis# #XRP $XRP $BTC

🔥 QNT IS ABSOLUTELY FLYING

Quant’s QNT has gone on a crazy run, with the token surging more than 300% in the past week and briefly pushing above $350 today.

The move comes after The Clearing House selected Quant’s technology for its On Chain Money Initiative, targeting tokenized deposit settlement between major financial institutions. UK banks have also completed live tokenized sterling payment pilots using Quant’s platform.

That combination of major financial infrastructure headlines and explosive momentum has put QNT firmly back on traders’ radar.

But after a move this violent, volatility can go both ways.

#BTC Price Analysis# #Macro Insights# $QNT $BTC

🚨 ETHEREUM MAY BE ENTERING A NEW ERA

Vitalik Buterin says Hegotá, Ethereum’s planned 2027 upgrade, could be the network’s last “normal” fork before development shifts toward a much more cryptography heavy architecture.

After Hegotá, the roadmap increasingly focuses on recursive STARKs, automated formal verification and quantum safe cryptography.

The goal is bigger than simply making Ethereum faster. Buterin envisions Ethereum evolving into a “cryptographic world computer”, where nodes can verify complex computation through proofs rather than having to re-execute everything themselves.

Ethereum is already preparing for the quantum threat, with core post quantum infrastructure targeted for around 2029.

#BTC Price Analysis# #Macro Insights# $ETH $QNT

🔥 ALTCOINS ARE ABSOLUTELY FLYING

Out of the top 100 altcoins, only 9 are in the red over the past 90 days, while 22 have gained at least 100%.

That’s a pretty clear sign that the strength isn’t limited to just a handful of large cap coins. A broad part of the altcoin market has been outperforming over the last three months.

It also puts the current market rotation into perspective. CryptoRank’s Altcoin Season Index uses the top 100 alts and considers it an altseason when at least 75% outperform BTC over 90 days.

Only 9 red. 22 up 100%+.

The real question now is whether this breadth can continue, or whether the strongest altcoin moves are starting to get overheated.

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Users rarely care which infrastructure provider handles a swap. They care that the trade works smoothly inside the wallet or application they already use.

That makes Omniston’s integration with MoonPay Trade an important infrastructure development for TON.

MoonPay Trade offers developers and businesses a unified API for onchain execution, settlement, asset conversion and payments across more than 200 chains and protocols. With Omniston connected, its aggregator can now access intrachain TON trades through infrastructure.

This means MoonPay Trade partners supporting TON assets can potentially bring those assets directly into their own trading experiences without building separate TON liquidity infrastructure.

That creates a different kind of growth path for TON. Instead of relying only on users coming directly to TON native applications, its liquidity can become accessible through wallets and platforms that already serve a broader crypto audience.

For STON.fi, the integration also puts its infrastructure deeper into the wider onchain stack.

The interesting part is not simply another integration. It’s the growing number of places where users can interact with TON without needing to think about the infrastructure underneath.

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If BTC closes above $78,300 today, it would mark a second consecutive weekly close above the 50 week moving average.

That matters because the 50-week MA has historically acted as a major ceiling during Bitcoin bear markets. Galaxy Research has described a sustained break above it as a strong signal that the cycle bottom could be in.

But one indicator alone doesn’t confirm that a bear market is over. The key is whether BTC can continue holding above the moving average after the breakout.

A second weekly close would be a serious technical signal.

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Fidelity’s Jurrien Timmer says Bitcoin has entered a new cyclical bull market after holding the $60K level that he considers a key long-term support.

His power law model now points toward $300,000 by 2029.

The call is notable because Timmer was much more cautious earlier this year when BTC was approaching the lower end of his model.

Now, he sees the market structure changing.

Of course, $300K is a model-based target, not a guaranteed outcome. Bitcoin still has to prove that the recovery can develop into a sustained uptrend.

$60K held. Timmer says the next cycle may already be underway.

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U.S. spot Bitcoin ETFs pulled in $2.39 billion in net inflows last week, making it their strongest weekly performance since October 2025.

All five trading sessions recorded positive flows, with nearly $1 billion entering the funds on Monday alone.

What makes this even more interesting is the bigger picture: the inflows pushed Bitcoin ETFs back into positive territory for 2026, after sitting roughly $5.8 billion in the red earlier this year.

Institutional demand is clearly picking up again.

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A strong DeFi ecosystem needs more than deep liquidity. Users also need simple ways to reach that liquidity from the wallets and applications they already use.

That’s where the latest Omniston integration with MoonPay Trade becomes interesting.

MoonPay Trade provides a unified infrastructure layer for onchain execution, settlement, asset conversion and payments across 200+ chains and protocols. By integrating Omniston, its aggregator can now support intrachain TON trades through STON.fi infrastructure.

For users, the experience can remain simple. A wallet or application using MoonPay Trade can offer TON assets inside its existing trading interface instead of requiring users to find a separate TON specific platform.

Keeper is one example of a wallet using MoonPay Trade, showing how this infrastructure can create additional entry points for TON assets.

The broader impact is about accessibility. Every new integration that connects TON liquidity to established crypto interfaces gives users another way to discover and trade assets from the ecosystem.

Infrastructure like this may not always be visible to the end user, but it can play a major role in expanding where TON liquidity is actually reachable.

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🔥 TOKENIZED STOCKS ARE MOVING BIG MONEY ON BASE

Tokenized stocks on Base generated $1.3 billion in DEX volume over the past 30 days, marking a 153.8% increase, according to Token Terminal.

That’s a significant jump for an asset class that is still relatively new to onchain markets. Traders are increasingly using blockchain-based versions of traditional equities through decentralized exchanges rather than treating tokenized stocks as simply passive representations of stocks.

The growth also highlights how quickly RWAs are becoming part of DeFi activity. Instead of keeping traditional assets completely separate from crypto markets, tokenized equities can trade onchain and operate around the clock.

$1.3B in 30 day volume on Base. Tokenized stocks are becoming a real part of onchain trading.

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🔥 ETHENA IS TAKING USDe BEYOND CRYPTO

Ethena is partnering with Binance to expand USDe’s backing strategy into tokenized U.S. equities and equity perpetuals.

The structure is straightforward: Ethena can use Binance’s bStocks as tokenized spot exposure, while using equity perpetuals to hedge the position and maintain a delta neutral strategy.

This gives USDe another potential source of yield beyond crypto native assets. Binance already has more than $2.9B in equity perpetual open interest, showing how quickly this market is developing.

USDe is moving from crypto backed strategies into traditional markets onchain.

#BTC Price Analysis# #ENA $ENA $BNB

⚡️ SEQUANS JUST EXITED ITS BITCOIN TREASURY

French semiconductor company Sequans Communications has sold its remaining 314 BTC, officially ending a Bitcoin treasury strategy that once held more than 3,200 BTC.

The company says the sales helped eliminate its convertible debt and strengthen its balance sheet. Sequans now holds no cryptocurrency and is shifting its focus back toward its semiconductor business.

The reversal is notable because Sequans only launched its Bitcoin treasury strategy in 2025.

From 3,200+ BTC to zero. Another corporate Bitcoin treasury bites the dust.

#BTC Price Analysis# #Macro Insights# $BTC $ETH