Crypto News

Market news, macro and a crypto brief every morning.

Market News & Analysis

Mt. Gox Delays Bitcoin Repayment Deadline to Oct 2027, 34,400 BTC Still in Wallets – The Mt. Gox trustee pushed the creditor repayment deadline back a fourth time, from Oct 31, 2026 to Oct 31, 2027. About 34,400 BTC (roughly $2.8 billion) remains in estate wallets, easing near-term supply fears.
Bitcoin ETFs pull in $526.7M as BlackRock files for downside-protected BTC ETF – US spot bitcoin ETFs took in a net $526.7 million on Oct 19, led by $665.2 million into BlackRock's IBIT, as BlackRock filed for a bitcoin ETF built to cushion losses.
Strive buys 4,045 BTC for $335 million, lifts Bitcoin holdings to 36,818 BTC – Strive bought 4,045 BTC between Oct 12 and 16 at an average of about $82,803, funded by $369 million in warrant exercises. Roughly $630 million more is due from its SATS preferred offering.
Strategy buys 267 BTC, spends $193M on STRC buyback, lifts limit to $3B – Strategy added 267 BTC ($22.1M) to reach 848,517 BTC, but spent nearly 9x that repurchasing STRC preferred stock and raised its buyback authorization to $3 billion.
JPMorgan Brings JPM Coin Deposit Token to Ethereum Mainnet, Beyond Coinbase's Base – JPMorgan is extending JPM Coin, its token for U.S. dollar deposits, to Ethereum mainnet for institutional clients after nearly a year running only on Coinbase's Base network.
Google cuts quantum errors 40x on Willow chip, sharpening Bitcoin's quantum risk – Google says a new technique cuts magic-state errors about 40-fold on its Willow chip. There is no imminent threat to Bitcoin, but pressure to move to post-quantum cryptography is building.
MSCI Adopts Rules That Could Remove Strategy (MSTR), Metaplanet From Indexes – MSCI finalized its 'non-operating company' screen, putting bitcoin treasury firms Strategy and Metaplanet at risk of index removal. The affected list is due Nov 11, with changes effective after Nov 30.
Bitcoin Falls Below $81,000 as Nearly $1 Billion in Crypto Bets Liquidated – Bitcoin slid under $81,000 on Oct 15, triggering about $480 million in liquidations within one hour, more than 95% of them longs. Ether fell roughly 6% to around $2,350.
Strive Buys 3,311 Bitcoin for $280M, Lifting Holdings to 32,773 BTC – Strive bought 3,311 BTC between Oct 5 and Oct 9 at an average of $84,500, bringing its holdings to 32,773 BTC, more than 13 times Strategy's latest weekly buy.
Bitcoin Slips Below $82,000 as $771M in Crypto Liquidations Hit Longs – Bitcoin fell to about $81,400, down 2.8% in 24 hours, triggering roughly $771 million in liquidations, mostly longs, as South Korea's Kospi tumbled and ETF outflows mounted.
Strategy Buys Just 250 BTC as STRC Buybacks Hit $192M, 9x Its Bitcoin Spend – Strategy bought 250 BTC ($21.5M) from Oct 5–11, lifting holdings to 848,250 BTC, while spending $192.4M to buy back its STRC preferred stock.
Ledger Confirms Hardware Implant in CryptoBilis Wallet as Losses Near $93M – Ledger found an unauthorized hardware implant in a victim's device; all confirmed cases involve wallets sold by Southeast Asian reseller CryptoBilis, with losses estimated at $86M–$93M across about 311 wallets.
Crypto Market Today, Oct 11: BTC Holds $83,000 After a $1.16B Flush, ETF Outflows, Eyes Oct 14 CPI – Bitcoin trades around $83,170 on Oct 11, down 3.9% on the week while altcoins fell 2–3 times harder. A hawkish Fed, $1.16B liquidated on Oct 8 and $681M of Bitcoin ETF outflows. Dates to watch: CPI on Oct 14, FOMC on Oct 27–28.
Ledger probes $86M+ in wallet drains tied to Southeast Asian reseller CryptoBilis – Ledger is investigating reports that customers who bought hardware wallets through reseller CryptoBilis lost funds; on-chain sleuths estimate more than $86 million drained, but the cause remains unconfirmed.
Bitcoin, Ether ETFs Bleed Nearly $1B in October as ETH Outflow Streak Hits 8 Days – Spot Bitcoin ETFs lost another $244.1M on Oct. 8 and Ether ETFs logged an eighth straight day of outflows, taking combined October net outflows to $986.3M, per Farside.
US Government Moves $1 Billion in Bitfinex-Linked Bitcoin, No Sale Seen Yet – A US government-linked wallet moved 12,267 BTC, worth about $1.01 billion, from funds seized in the Bitfinex hack case on Oct 8. The coins have not reached an exchange, but traders are watching closely as bitcoin trades near $81,000.
Justin Drake calls for “bunker mode”: AI could break ECDSA before quantum computers do – Ethereum Foundation researcher Justin Drake warns AI could break the ECDSA signatures behind Bitcoin and Ethereum before Q-Day, and urges a calm, gradual move to addresses with unexposed public keys. There is no evidence AI has broken the cryptography yet.
Bitcoin ETFs See $485M Outflow, Largest Since June as BTC Slips Below $83K – US spot bitcoin ETFs posted $484.9 million in net outflows on Oct. 7, the most since June 25, erasing early-October inflows, while ether ETFs lost another $160.9 million.
Bitcoin Falls Below $83K as White House Seeks Iran Strike Options – Bitcoin dropped to around $82,500 after The Atlantic reported the White House asked the Pentagon for Iran strike options before the midterms, sending Brent above $102 and the 10-year yield to 5.31%.
Bitmine to Stop Buying Ether at 5% of Supply, Tom Lee Says; ETH Drops Nearly 6% – Tom Lee says Bitmine, which holds over 6 million ETH (4.9% of supply), will stop buying once it reaches 5%. ETH fell about 5.7% to around $2,565, underperforming bitcoin.
Bitcoin Slips Below $84K as Oil Tops $100, Liquidations Near $550M – Iran's stepped-up tanker attacks in Hormuz pushed Brent above $101, dragging bitcoin to about $83,800 and triggering roughly $550 million in liquidations as ETF inflows cool ahead of the FOMC minutes.
Circle, Ripple, Standard Chartered Back Crypto Exchange OKX at $25B Valuation – OKX added Circle, Ripple, Standard Chartered's SC Ventures and quant firm QRT as strategic investors at a $25 billion valuation, and launched OKX Money, a stablecoin app aimed at emerging markets.
Revealed: 3 Q4 coins to watch: one ETF-bound, one whales pulled off exchanges, one picked by US banks – Coin one has an ETF on the way. Coin two is being pulled off exchanges by project-linked wallets on the day of a big unlock. Coin three just saw a whale buy another $9.5M. Names, buy zones, TP1–TP3, stop losses and LIVE prices are for Gold members only.
"Uptober": Bitcoin rose in 6 of the last 8 Octobers, but remember the $19 billion liquidation of Oct 10, 2025 – From 2018 to 2025, Bitcoin rose in 6 Octobers and fell in 2. History leans bullish, but October 2025 saw the largest liquidation day in crypto history.
Ethereum ETFs attract more inflows than Bitcoin ETFs in 2026, but the size gap remains wide – Year to date in 2026, Ethereum ETFs have taken in $1.5 billion in net inflows, more than the $985 million for Bitcoin ETFs. Still, total BTC fund assets are about 6 times those of ETH funds.
Bitcoin holds the 84K zone over the weekend: buyers target 88K, 82K support is the level to defend – BTC traded sideways around $84,700 on Oct 4. Resistance sits at $86,000 with a breakout zone at $87,000–88,000; key support is $82,000–82,500. Derivatives and ETF flows currently favor buyers.
The 5 coins Crypffalo is watching most closely in Q4 2026: buy zones, take-profit targets and stop losses – 2 AI tokens, 1 privacy coin that just got an ETF, 1 token chosen by major banks and 1 derivatives-exchange "dark horse". Coin names, buy zones, TP1–TP3 and stop losses for each are for Gold members only.
Solana (SOL) Analysis, October 2026: 13 Straight Weeks of ETF Inflows. Can SOL Break $125? – SOL rebounded from below $100 to around $120 on ETF inflows, 9-month-high app revenue and Fiserv's bank stablecoin. Technical analysis, key support/resistance levels and 3 price scenarios for October.
Markets "Frozen" Ahead of September Nonfarm: Scenarios to Know Tonight – The US September jobs report is released at 19:30 tonight (GMT+7). NFP is forecast at only about 90,000, sharply down from August's 162,000. Barclays also warns August's figure could be revised into negative territory.
Bitcoin ETFs draw $2.65 billion in net inflows in September as institutional flows have yet to cool – US spot Bitcoin ETFs took in $2.65 billion in net inflows in September 2026, the second-highest level since October 2025. Ethereum ETFs added another $832 million.
Bitcoin Enters October Around $84–85K: Key Price Levels to Watch – BTC closed September at 83,563 USD. The 82,000–82,500 USD zone is near support, while 87,500 USD is the trigger level if price is to head toward 95,000 USD.
BTC, ETH post another green monthly close: Q3 2026 is the strongest Q3 since 2017 – Bitcoin rose 42.8% and Ethereum 71.1% in Q3 2026. It was BTC's best third quarter since 2017 and the best third quarter in ETH's history.

Macro & Policy

France Votes 31.4% Tax on Crypto-to-Stablecoin Swaps by a Single Vote – France's National Assembly adopted a 2027 budget amendment (38–37) taxing gains on crypto-to-stablecoin swaps at 31.4% from Jan 1, 2027. The measure is not law yet and still faces the Senate.
China Q3 GDP beats forecasts at 4.5%, Bitcoin rebounds to $82,500 – China's economy grew 4.5% in Q3, edging past forecasts, while oil eased after Trump waived Russia sanctions, helping Bitcoin climb back to around $82,500 on Oct 19.
Fed's Warsh gives no rate signal before Oct. 28 decision, bitcoin holds $82,000 – Fed Chair Kevin Warsh declined to pre-judge the Oct. 28 rate decision. Odds of an October hike slipped to about 15%, while bitcoin traded flat near $82,100.
Russia to ban P2P crypto trading from July 2027, forcing trades onto licensed platforms – The Bank of Russia confirmed that from July 1, 2027, residents can no longer trade crypto directly with each other; retail buyers face a 300,000-ruble annual cap per licensed intermediary.
US PPI Jumps 6.3% in September, Bitcoin Dips Below $80,000 Before Rebounding – U.S. producer prices rose 6.3% year-over-year in September, well above the 5.3% forecast. Bitcoin fell below $80,000 for the first time since mid-September before rebounding near $82,100 as Treasury yields eased.
White House Crypto Adviser Patrick Witt Exits as CLARITY Act Stalls in Senate – Patrick Witt, the White House's top crypto adviser, has left after his detail expired with no successor named, as the CLARITY market structure bill remains stuck in the Senate.
US CPI Hits 3.7% in September, Above Forecast; Bitcoin Drops $1,000 to $82,800 – U.S. September CPI rose 3.7% year-over-year and core CPI 2.6%, both above forecasts. Bitcoin fell about $1,000 as Treasury yields and the dollar climbed, reviving talk of an October Fed hike.
Houthi Missile Hits Aramco HQ, Brent Nears $107 as Bitcoin Awaits US CPI – A Houthi missile struck Aramco's Dhahran headquarters, sparking a limited fire, and Brent rose to about $107. Bitcoin holds near $83,300 ahead of the US CPI report at 12:30 UTC.
UK Court Applies Chinese Law to 61,000 Seized Bitcoin, Boosting Government's Claim – London's High Court ruled that Chinese law governs fraud victims' claims to 61,000 BTC (about $5 billion) seized by UK police, making it likelier the government keeps most of the coins.
ESMA Gives EU Crypto Platforms 3 Months to Drop Non-MiCA Stablecoins Like USDT – Europe's securities regulator told licensed crypto firms on Oct 8 to wind down services tied to stablecoins that are not MiCA-compliant by Jan 8, 2027 at the latest. Tether's USDT and PayPal's PYUSD lack MiCA authorization.
Bitcoin Slips to $81K as Fed's Waller Backs More Hikes, Trump Rules Out Iran Strike – Bitcoin hit a near three-week low around $81,000 as Fed Governor Waller signaled more rate hikes. Trump's pledge not to strike Iran before the midterms cooled oil, but BTC barely bounced.
Fed Minutes: Most Officials See Another Rate Hike by Year-End; Bitcoin Near $83,000 – Minutes from the Fed's Sept. 15-16 meeting show most officials expect another rate hike by year-end as PCE inflation runs at 3.8%. Bitcoin slipped toward $83,000 after the release.
Brazil's Oct 4 presidential election: what crypto rules apply in the world's top crypto-using country? – Brazil, ranked first in Chainalysis's 2026 crypto adoption index, elects a president on Oct 4. New rules on exchanges, self-custody wallets and stablecoins stay in force no matter who wins.
The U.S. GENIUS stablecoin law: the roadmap to 2027, what's in place and what isn't yet – The GENIUS Act was signed in July 2025, but its detailed rules are still in draft form. The main effective date for stablecoin issuance licensing in the U.S. is Jan 18, 2027.
Fed After Weak Nonfarm: October Rate Hike Odds Drop Sharply, but December Remains Open – After the US added only 29,000 jobs in September, markets have all but priced out a Fed hike on Oct 28. Most forecasts, however, still see the Fed possibly hiking again in December.
September 2026 Nonfarm Payrolls: US adds just 29,000 jobs, unemployment rises to 4.2% – The US September jobs report surprised: NFP came in at just 29K vs. 89K expected, unemployment rose to 4.2% and hourly earnings grew only 0.1%. Bitcoin jumped to $87,000 and the odds of an October Fed hike fell to 13%.
October macro calendar: CPI on Oct 14 and the Fed meeting on Oct 27–28 – After the Sep 16 rate hike, softer August PCE inflation has eased pressure on the Fed to hike again in October. September CPI will be the deciding data point.
CLARITY Act fails 49–50 in the U.S. Senate: what happens next? – The year's most anticipated crypto market structure bill fell short of the 60 votes needed on Sep 15. The focus now shifts to regulators, the SEC and the CFTC.

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