J (Tech)

The Morning Minute (10.30) ⏰Top News: -Crypto majors rebound fall 1-2% alongside stocks; BTC at $80k -Binance hacked for $6.3B by NK, roughly half frozen; Binance to cover losses out of SAFU fund -AAVE forced to freeze v3 and v4 markets on Ethereum after attacker used them -Polymarket paused trading after front-end extension hacked, leading to user losses -HYPE soars after NYSE partnership, Druckenmiller and Elon touts 🌎 Macro Crypto and Markets -Crypto majors are red in the Binance hack aftermath; BTC -3.5% at $77.3k; ETH -4% at $2,230; SOL -4% at $96; HYPE +6% at $92; ZEC -2% at $1,250 -Top alt movers include PEPE (+6%), SKY (+5%) and ZRO (+4%) -Oil +2% at $104; Gold -1.2% at $3,980 -Stock futures are red after Amazon fell 12% post-earnings; DOW flat, Nasdaq -2.6% -Aave froze every DAO-operated V3 and V4 market (292 reserves across 16 networks) after a wallet tied to the Binance exploiter deposited $60 million in USDT and borrowed 19,762 WETH worth about $44.6 million in a three-minute window -Coinbase posted $719 million in Q3 profit against analyst expectations of a 15-cent loss, though about $715 million of it came from gains on crypto the company holds -Walmart, Eli Lilly, Cigna, Carnival and Arcos Dorados blocked tokenized versions of their shares on the OKX-ICE venue, taking the count to 38 in two weeks -Crypto groups have spent about $176 million across more than 100 midterm races, with Fairshake and its affiliates accounting for $150.8 million through October 20 -Roughly $11 billion in Bitcoin options expire on Deribit Friday, about 135,000 BTC and a third of open interest, with max pain at $78,000 against a market near $81,500 and calls outnumbering puts nearly two to one -Trezor told anyone who bought one of its wallets from reseller CryptoBilis since March to move their funds immediately, after a customer in Indonesia reported finding an extra circuit board inside a Safe 5 with a cellular module that reads whatever the screen displays Corporate Treasuries & ETFs -The Bitcoin ETFs saw $17M in net inflows on Thursday; the ETH ETFs saw $105M in net outflows -Strategy reported $19.53 billion in Q3 net income, nearly all of it a $20.91 billion paper gain on Bitcoin Meme Coin Tracker -Meme leaders were mostly red; DOGE -4%, SHIB -3%, PEPE +6%, PENGU -7%, TRUMP -8%, SPX -10%, Bonk -3% -Robinhood chain leaders were red; Pons -15% to $160M; Cashcat -10% at $90M; AI -12% at $63M; Index +50% led top movers -Solana top movers included Hyperchan +40x, Purr +50%, and GTA6 +25%; Stonk -8% to $105M 💰 Token, Airdrop & Protocol Tracker -Hyperliquid led onchain protocols in revenue on the day with $4.87M amidst the liquidations; Papertrade was next with $2.34M, Uniswap with $1.7M and Pump with $1.69M -Polymarket paused trading after users reported funds leaving their accounts -Polygon brought its Open Money Stack to Solana 🚚 What is happening in NFTs? -NFT leaders were mixed; Punks +2% at 29.9 ETH, BAYC -1% at 6.2 ETH, Pudgy -1% at 2.5 ETH -Minds dot Games (+12%) and OTC Desks (+12%) led top movers

The Morning Minute (10.29) ⏰Top News: -Crypto majors rebound fall 1-2% alongside stocks; BTC at $80k -HYPE soars on news of partnership with NYSE to bring perps to the US -BTC ETFs see another $137M net inflows, flipping October green -Visa stablecoin settlement volume 10x’s year over year -YCombinator names its 6 crypto focus areas focused around crypto AI, stablecoins, and tokenization 🌎 Macro Crypto and Markets -Crypto majors are red though HYPE is soaring on NYSE partnership; BTC -1.4% at $80.1k; ETH -2% at $2,320; SOL -2% at $100; HYPE +6% at $87; ZEC -2% at $1,270 -Top alt movers include PI (+3%), SPX (+3%) and Stable (+2%) -Oil even at $102; Gold -0.1% at $4,040 -Stock futures are red after Google fell 7% post earnings; DOW -0.28%, Nasdaq -1% -The Fed held rates at 3.75%–4.00% in a 10-2 vote with both dissenters favoring another quarter-point hike -NYSE parent Intercontinental Exchange is partnering with Trade.xyz to launch regulated perpetual futures in the U.S., per Bloomberg, with the venue running on Hyperliquid’s infrastructure and offering contracts pegged to equities, indexes, commodities and FX, pending regulatory approval, and ICE taking an equity stake in Trade.xyz on undisclosed terms -CZ said the real demand for tokenized U.S. stocks comes from outside America -JPMorgan, Coca-Cola, Dell, AMD, Adobe, Applied Materials and Sandisk joined the issuers blocking tokenized versions of their shares on the OKX-ICE venue -Visa’s stablecoin settlement volume has passed $25B annualized, more than 10x where it was last year -Y Combinator named six crypto priorities for the next six months in its October request for startups: AI-powered fundraising, USD and non-USD stablecoins, stablecoin neobanks, real-world asset tokenization, trading platforms, and API infrastructure for AI agents -A new Ipsos survey for the DeFi Education Fund found 22% of American adults have tried crypto, up from 18% -Blockchain data provider Allium, whose customers include Visa, Stripe and Coinbase, disclosed unauthorized access to its systems on October 25 and revoked every existing API key Corporate Treasuries & ETFs -The Bitcoin ETFs saw $137M in net inflows on Wednesday; the ETH ETFs saw $21M in net outflows -Strategy shareholders approved letting its four preferred stocks accrue dividends every calendar day including weekends Meme Coin Tracker -Meme leaders were red; DOGE -2%, SHIB -2%, PEPE -1%, PENGU -1%, TRUMP -2%, SPX +4%, Bonk -1% -Robinhood chain leaders were mixed; Pons -5% to $185M; Cashcat even at $100M; AI +3% at $72M; Standard +10%, Stonkbroker +7% and Pizza +275x led top movers -Solana top movers included Dubble +100x, Float +150x, GTA6 +100% and Catbot +700%; Stonk +20% to $160M 💰 Token, Airdrop & Protocol Tracker -Pump Fun introduced Perps for the Pump app, powered by Hyperliquid and offering up to 20-40x leverage on cypto majors; perps callouts will also earn callout rewards -Hyperliquid led onchain protocols in revenue with $2.04M, followed by Pump Fun at $1.71M and Collector Crypt at $427k -Birch Hill, founded by Goldman Sachs and BlackRock alumni, raised $4 million led by Multicoin Capital to bring U.S. apartment, farm and energy loans onto public blockchains -Moody’s assigned Ripple’s RLUSD an A2 long-term and P-1 short-term rating a day after the OCC approved its national trust bank 🚚 What is happening in NFTs? NFT leaders were mixed; Punks -4% at 29.3 ETH, BAYC +3% at 6.35 ETH, Pudgy even at 2.53 ETH OSF Red Light District (+150%) and Musegod Muses (+141%) led top movers

The Morning Minute (10.26) ⏰Top News: -Crypto majors cool over the weekend; BTC at $80.2k -BTC ETFs close week with $300M net inflows despite outflows Thurs+Fri -Solana trading bot Bloom was exploited for $947k; team promising reimbursement -Big week ahead with RH earnings Tues, FOMC Weds and Q3 GDP + PCE data -Pump announced a $2.5M Squads competition kicking off today and running 2 weeks 🌎 Macro Crypto and Markets -Crypto majors are slightly red; BTC -0.2% at $80.2k; ETH -0.2% at $2,320; SOL +0.4% at $101.2; HYPE +1.4% at $77; ZEC +2% at $1,225 -Top alt movers include QNT (+16%), ENA (+7%) and PYTH (+6%) -Oil -2% at $101; Gold +0.4% at $4,025 -Stock futures are slightly green as oil falls; DOW +0.35%, Nasdaq even -Crypto faces its heaviest macro week of the quarter with Fed, ECB and Bank of Japan decisions Wednesday through Friday alongside Q3 GDP and PCE, plus earnings from Robinhood and SoFi on Tuesday and Coinbase and Strategy on Thursday -Goldman Sachs expects global growth to hold broadly stable through 2027 but sees downside risks building from higher energy prices, rising bond yields and slowing AI investment, while arguing that cooling inflation and AI’s growing visibility in employment data mean central banks hike less than expected -Wells Fargo, Cisco, Marvell, Arm, Moderna and Intuit joined the companies objecting to tokenized versions of their shares on the OKX-ICE venue, taking the count to 22 in eight days -Electrum patched a flaw that let malicious servers steal funds from users bumping a transaction fee, after the wallet trusted servers to report pending transactions without verifying signatures Corporate Treasuries & ETFs -The Bitcoin ETFs saw $138M in net outflows on Friday; the ETH ETFs saw $4M in net inflows in a welcome reversal Meme Coin Tracker -Meme leaders were mixed; DOGE +1%, SHIB -1%, PEPE -1%, PENGU +2%, TRUMP +1%, SPX +2%, Bonk -1% -Robinhood chain leaders were mostly green after a bad Saturday selloff; Pons +6% to $160M; AI +8% at $59M; Cashcat even at $90M; GF +85%, Bow +20% and Gage +33% led top movers -Solana top movers included Launch +50x, Kimchi +70%, Dood +60% and Claudia +50%; Stonk +13% to $133M 💰 Token, Airdrop & Protocol Tracker -Hyperliquid led onchain protocols in revenue on the week with $14.74M, followed by Pump with $13.76M, Papertrade with $6.67M, and Collector Crypt with $5.31M -Solana trading bot Bloom said attackers drained about 9,408 SOL worth $947,000 from 49 wallets belonging to nine users -Pump Fun announced a $2.5M squads competition that will start today and run for 2 weeks, with the top 3 squads earning prizes based on PNL + uPNL 🚚 What is happening in NFTs? -NFT leaders were mostly green; Punks even at 30.7 ETH, BAYC +5% at 6 ETH, Pudgy +3% at 2.56 ETH -Identity MD (+13%) and Argonauts (+7%) led top movers

The Morning Minute (10.21) Top News: -Crypto majors are green up led by ZEC +12%; BTC at $83.4k -Staked ETH hits ATH at 35.9% after 6 straight quarters of growth -Seven more major companies object to tokenized stock trading -Collector Crypt smashes records in packs, revenue & daily users after Pump integration -Pump signs Kimchi and introduces new ad campaign; Kimchi coin runs to $40M 🌎 Macro Crypto and Markets -Crypto majors are green up 2-4%, ZEC leads; BTC +2.4% at $83.3k; ETH +3% at $2,460; SOL +2.5% at $107; HYPE +4% at $81; ZEC +12% at $1,280 -Top alt movers include ENA (+12%), PYTH (+11%), NEAR (+10%) and VVV (+8%) -Oil -1% at $99; Gold +0.2% at $4,150 -Stock futures are green as oil falls; DOW +0.1%, Nasdaq +0.6% -Microsoft, Alphabet, Goldman Sachs, Qualcomm, Caterpillar, McDonald’s and Western Digital joined the list of companies objecting to tokenized versions of their shares trading on the OKX-ICE venue, taking the count from nine to 16 in four days -Bitwise’s Q4 staking report shows Ethereum staking at a record 43.8 million ETH, or 35.9% of supply and roughly $106 billion at current prices, a sixth straight quarter of growth -The CFTC set the agenda for its first Frontier Forum on October 28, examining how AI could reshape derivatives markets and how traders’ own AI agents might operate under existing rules -Mastercard opened early access to Agent Pay for Machines, letting AI agents discover services and pay for them within human-set spending caps -Wallets tied to April’s $295.7 million Drift exploit moved 25,700 ETH worth about $61.6 million into Tornado Cash over roughly two hours after two months of dormancy -Zcash developers settled on block 3,543,405 for the NU7 upgrade, expected around November 5, cutting block times from 75 seconds to 25 and shutting down Sprout, the original privacy pool, permanently Corporate Treasuries & ETFs -The Bitcoin ETFs saw $23M in net inflows on Monday; the ETH ETFs lost $26M in net outflows Meme Coin Tracker -Meme leaders were mostly green; DOGE +4%, SHIB +4%, PEPE +9%, PENGU +8%, TRUMP +8%, SPX +7%, Bonk +7% -Robinhood chain leaders were mixed; Pons +10% to $195M; AI +20% at $90M; Cashcat +12% at $115M; Orbio +85%, Hookr +20%, Boner +25% and Priors +33% led top movers -Solana top movers included KIMCHI +650x to $30M, Pill +280% to $2.4M, and Stonk +23%; Ansem +10% at $100M 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols in revenue on the day with $2.5M followed by Pump Fun at $2.18M and Hyperliquid at $1.92M -Pump Fun introduced Kimchi as its latest app partner and rolled out a new ad campaign “pill your friends” around the launch -Collector Crypt posted record numbers across the board after plugging into Pump.fun’s distribution -OpenSea rolled its mobile app out to everyone for the first time after a closed beta 🚚 What is happening in NFTs? -NFT leaders were mostly green; Punks +4% at 31.3 ETH, BAYC +8% at 5.99 ETH, Pudgy +2% at 2.45 ETH -Invisible Friends (+150%), Good Vibes Club (+36%) and Statements (+41%) led top movers; Fidenza +20%

The Morning Minute (10.20) ⏰Top News: -Crypto majors are slightly red as oil soars to local highs; BTC at $81.5k -JP Morgan calls for 10% annual BTC returns, higher than stocks, REIT & gold -BTC ETF inflows reach $526M in biggest day in a month -Papertrade announces major change, PAPER nontransferable + uncapped -Hyperliquid Policy Center asks SEC for clarity on airdrops and buybacks 🌎 Macro Crypto and Markets -Crypto majors are slightly red; BTC -0.75% at $81.5k; ETH -1% at $2,380; SOL even at $104; HYPE -1% at $78; ZEC +1% at $1,140 -Top alt movers include WLD (+9%), TIA (+7%), Stable (+6%) and ZRO (+4%) -Oil +6% at $109; Gold -0.4% at $4,140 -Stock futures are mixed as oil jumps; DOW +0.1%, Nasdaq -0.6% -The Mt. Gox trustee pushed its repayment deadline to October 31, 2027, a fourth consecutive one-year delay -JPMorgan brought its JPM Coin deposit token to Ethereum for institutional clients -JPMorgan Asset Management included bitcoin in its long-term return forecasts for the first time, projecting a 10% annual base case over the next decade against 7.5% for U.S. large-cap stocks and 5.5% for gold -BlackRock filed for a buffered Bitcoin ETF that would absorb roughly the first 10% of losses in exchange for a capped upside -Mastercard launched Stablecoin Security, a tool that scores stablecoin payments for fraud, scam and sanctions exposure before funds move onchain -XRP Ledger developers published a second amendment to fix the lending protocol before the first one ever activates Corporate Treasuries & ETFs -The Bitcoin ETFs saw $527M in net inflows on Monday; the ETH ETFs lost $103M in net outflows -Strive bought 4,045 BTC for about $335 million at an average of $82,803 between October 12 and 16, lifting holdings to 36,818 BTC and funding the purchase with $369.2 million from warrant exercises -Strategy bought 267 BTC for $22.1 million while repurchasing $193.1 million of STRC preferred -Tom Lee’s Bitmine added 12,535 ETH worth about $30 million to reach 6,041,481 ETH, or 4.9% of all Ethereum, putting it 99% of the way to the 5% target Meme Coin Tracker -Meme leaders were mostly green; DOGE +1%, SHIB -1%, PEPE +3%, PENGU +1%, TRUMP -1%, SPX +1%, Bonk +1% -Robinhood chain leaders were mixed; Pons +2% to $179M; AI -5% at $75M; Cashcat -3% at $102M; Torch +60%, Schiffy +30% and LLL +68% led top movers -Solana top movers included Borly +18x, Pokemon +73x and Dacity +30%; Ansem -10% at $90M 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols in revenue with $2.5M, followed by Pump Fun at $2.18M and then Hyperliquid at $1.92M - Pump Fun rolled out gacha packs in its app, spanning categories like Pokemon, One Piece, Sports and Watches, with price points from $25 to $5,000 per pack -Papertrade said it won’t make PAPER transferable because a tradable perp on the token would let an attacker short the protocol’s own solvency, while also rewriting its fee and minting rules -The Hyperliquid Policy Center asked the SEC to write its airdrop position into the final rule so free tokens aren’t treated as securities along with 4 other requests 🚚 What is happening in NFTs? -NFT leaders were mostly flat; Punks even at 31 ETH, BAYC -1% at 5.55 ETH, Pudgy even at 2.4 ETH -Credits (+24%) and Stonkbrokers (+14%) led top movers

The Morning Minute (10.19) ⏰Top News: -Crypto majors rebound despite Black Monday fears; BTC at $82k -Bitcoin ETFs see $228M in net outflows this past week; ETH ETFs lost $320M -Circle plans to expand into 40 emerging market countries -Papertrade leads onchain protocols in revenue on week with $30M -Trenches index hits “cold” for first time since April 🌎 Macro Crypto and Markets -Crypto majors are flat on the day but rebounding from a Sunday selloff; BTC even at $82k; ETH -0.2% at $2,410; SOL +0.4% at $104; HYPE even at $79; ZEC +1% at $1,130 -Top alt movers include Ray (+7%), ARB (+7%), VVV (+5%) and PEPE (+5%) -Oil +4% at $101; Gold +0.4% at $4,200 -Stock futures are green after news of a Putin peace summit incoming; DOW -0.1%, Nasdaq +1.1% -Goldman Sachs, Wells Fargo and Morgan Stanley all told third-quarter earnings calls that tokenization is a growth opportunity rather than a threat -Nine companies including Broadcom, Verizon and UnitedHealth have objected to having their shares traded on the OKX-ICE tokenized stock venue -Crypto super PAC Fairshake has now spent about $46.66 million trying to keep Sherrod Brown out of the Senate -A federal judge refused to let the CFTC walk away from its own $5 million settlement with Gemini -Circle plans to expand into roughly 40 emerging and developing countries -Nine organizations launched the Quantum Alliance, an open standards body modeled on the IETF Corporate Treasuries & ETFs -The Bitcoin ETFs saw $228M in net outflows this past week; the ETH ETFs lost $320M in net outflows Meme Coin Tracker -Meme leaders were mixed; DOGE -1%, SHIB even, PEPE +4%, PENGU even, TRUMP -2%, SPX -4%, Bonk -1% -Robinhood chain leaders fell over the weekend; Pons -20% to $176M; AI -30% at $80M; Cashcat -10% at $105M; Orbio +10%, Boner +13% and Torch +78% led top movers -Solana top movers included Dacity +150%, Weft +550% and Pierre +29x 💰 Token, Airdrop & Protocol Tracker -Papertrade led onchain protocols in revenue on the week with $30.56M, followed by Hyperliquid at $16.4M and Pump Fun at $14.26M -BNB Chain burned about 1.646 million BNB worth roughly $1 billion in its 37th quarterly Auto-Burn -The unofficial trenches index hit “cold” for the first time since April, after reaching Euphoric conditions in August-September 🚚 What is happening in NFTs? -NFT leaders were mixed; Punks even at 31 ETH, BAYC +6% at 5.6 ETH, Pudgy -2% at 2.4 ETH -Hypurr (+24%) and Checks (+15%) led top movers