Topic: #analysis
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Fed minutes show officials split on what would rule out another rate hike
Minutes released Oct. 7 show Fed officials raised rates to 3.75%-4% unanimously in September. Most expected another hike by year-end but didn't agree on conditions that would rule one out.
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XRP's 63 billion circulating supply isn't what's for sale, CryptoSlate analysis says
A CryptoSlate analysis says XRP's roughly 63.09 billion circulating supply measures market scale, while exchange balances, order-book depth and fund holdings show how little of it is actually on offer.
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Bitcoin slips below $81,000 while futures price 85% odds of a Fed hike by December
Bitcoin fell below $81,000 on Oct. 8, touching about $80,800, as futures pricing cited by Fed Governor Waller put an 85% chance on a hike by December and CoinGlass logged over $1 billion in liquidations.
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Bitcoin gained 84% since January 2024 as 10-year Treasury yields rose, CryptoSlate finds
Bitcoin rose 84.2% from Jan. 10, 2024, through Oct. 5, 2026, while 10-year nominal and real Treasury yields climbed, according to a CryptoSlate analysis that found weak daily links between the two.
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Aave lifts GHO borrow rate to 4.5% on Ethereum Core after USDC GSM depletion
Aave's Ethereum Core market now charges 4.5% to borrow GHO, matching the sGHO savings rate, after TokenLogic reported a depleted USDC GHO Stability Module on Oct. 2, CryptoSlate reported.
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India's local crypto exchanges received just 0.7% of inflows, Chainalysis estimates
Chainalysis estimates India's domestic exchanges received 0.7% of exchange value from Indian users, down from around 7%, while Brazil-based platforms rose to 12.5% of inflows, CryptoSlate reported.
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Drift Protocol opens DFX redemptions at about one cent per USDT of verified loss
Drift Protocol opened DFX claims and redemptions on Oct. 1. Its launch rate was about 0.0104 USDT per token from a roughly 3.1 million USDT pool, which CryptoSlate calculates at near 1% of verified losses.
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Fed hike to 3.75%-4% can help stablecoin issuers, squeeze Bitcoin borrowers: analysis
A CryptoSlate analysis says the Fed's Sept. 16 hike to 3.75%-4% can lift reserve income for stablecoin issuers like Circle while raising interest costs for companies that borrow to buy Bitcoin.
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SEC models $433,833 annual cost for advisers self-custodying client crypto
The SEC's Oct. 1 crypto custody proposal puts certain annual self-custody costs at $433,833 per adviser, a subtotal that leaves out technology spending and could favor larger firms, CryptoSlate reported.
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Bitcoin watchers eye DOE's 40M-barrel reserve offer as August PCE lands first
The US Energy Department is taking bids through October 6 on up to 40 million barrels of reserve crude, but August PCE data arrives first and none of that oil can reach buyers before November.
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Bitcoin $80K Rally Lacks Institutional Backing, Futures Data Shows
Leveraged funds reduced net-short exposure by 7,275 BTC while asset managers cut longs by 4,733 BTC in the week ending Sept. 15. Weekly spot ETF inflows totaled just $6.1 million, signaling weak institutional conviction despite the price surge.
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Kraken joins X Cashtag program, enabling direct trading from social feed
Kraken integrated with X's US Cashtag partner program on September 16, allowing users to tap ticker symbols on the social platform to view prices and trade directly through Kraken's app or website. The integration formalizes crypto's historically close relationship between social discovery and financial transactions.
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Bitcoin tests $76K support as oil surges past $100 amid rate shock
Bitcoin fell below $77,000 on September 10 as crude oil climbed above $100 for the first time since May, triggering a global bond selloff and raising expectations for another Federal Reserve rate increase. The intraday low hit $76,676.07 as traders liquidated over $568 million in crypto positions.
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Bitcoin holds $78K as markets confront underpriced macro shocks
Bitcoin remains in a tight range near $78,000 as investors await critical macro events—Fed decisions, CPI data, and Bank of Japan rate moves—that could destabilize current price assumptions. Glassnode analysis identifies key resistance and support levels tied to long-term holder cost basis and liquidation risk.
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$215B altcoin rally hinges on Bitcoin holding $75K support
Altcoins gained $215 billion in market cap over three days as Bitcoin climbed toward $80,000, with 56% of Binance tokens reclaiming their 200-day averages and funding rates signaling early-stage altseason—but the move risks reversal if Bitcoin loses key support.
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Prediction Markets Shift From Questions to Data Infrastructure
Prediction market platforms are evolving from standalone question lists into financial data providers, but raw prices require context to interpret accurately. New research reveals calibration gaps and timing effects in contract pricing.
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Fed holds rates 9-3; three officials vote for hike, Bitcoin tests $64K
The Federal Reserve held rates at 3.50%-3.75% on July 29 in a 9-3 vote, with three officials preferring a hike—the first such split since 2016. Bitcoin briefly topped $64,000 before retreating, with analysts citing weak catalysts and low volume near key support levels.
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Bitcoin trapped between $65K and $62.5K resistance levels
Bitcoin is trading near $64,500 this weekend, positioned between $65,000 resistance and $62,500 support—the two levels that will determine whether the week closes with a recovery rally or a breakdown toward $60,000.
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Alpaca Controls 94% of Tokenized-Stock Market Despite Crypto's Decentralization Promise
Alpaca, a self-clearing broker founded in 2015, now custodies or clears roughly 94% of tokenized US stocks and ETFs—a concentration that mirrors the centralization crypto was supposed to eliminate. The DTCC's October launch of its own tokenization service may reshape the landscape.
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Bitcoin tests $69K as Fed decision looms and whale accumulation stalls
Bitcoin trades $3,000 below the average cost basis for short-term holders as the Federal Reserve prepares its July 28-29 meeting. Whale-driven accumulation has reversed, and Glassnode's risk gauge remains bearish despite recent ETF inflows.
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B HODL Plc's Stock Buybacks Beat Bitcoin Purchases by 24%
B HODL Plc's first week of share repurchases generated 24% more Bitcoin-per-share accretion than buying Bitcoin outright at the same price, highlighting the advantage of buybacks when a treasury trades below its Bitcoin holdings' value.
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Bitcoin's $69K Test Could Push XRP to $1.26, Analysts Say
Glassnode identified Bitcoin's short-term holder cost basis near $69,000 as a critical recovery test that could reshape altcoin valuations. If Bitcoin holds that level with XRP's ratio to Bitcoin restored, XRP could reach $1.26.
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Circle's $1.4B Coinbase payout exposes USDC stablecoin cost pressure
Circle paid Coinbase $1.4 billion in distribution costs in 2025, up 51% from the prior year, even as USDC circulation surged 72% to $75.3 billion. The payout consumed half of Circle's total revenue, raising questions about the sustainability of its partnership model.
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XRP holders face 107% climb to break even above $2.22
XRP holders who bought 6–12 months ago face a 107% climb to break even, with the 6–12-month cohort holding a $2.22 average cost basis against the token's $1.08 price on July 14, according to Glassnode data.