BC 🌞

accumulating altcoins and NFT • The best protocols are yet to come. S👀N 🧊

[Cointelegraph @Cointelegraph]

🇸🇬 DAS: Justin Sun says AI will be making onchain decisions and managing crypto wallets within five years.

[Cointelegraph @Cointelegraph]

🇸🇬 DAS: Morgan Stanley's Amy Oldenburg says demand for tokenization is coming from "everywhere all at once," across the US, Europe and Asia.

Only at @blockworksDAS in Singapore.

[H.E. Justin Sun 👨‍🚀 🌞 @justinsuntron]

See you tomorrow at DAS Asia. In conversation with @MikeIppolito_ at 3:30 PM SGT.

[Cointelegraph @Cointelegraph]

🇸🇬 DAS: Backpack CEO Armani Ferrante says when the exchange lists a tokenized stock on Solana, it can do more 24-hour volume than Nasdaq within a day.

[H.E. Justin Sun 👨‍🚀 🌞 @justinsuntron]

👀

[Watcher.Guru @WatcherGuru]

JUST IN: JPMorgan helps Solana develop new system allowing financial institutions to settle trades onchain in seconds.

[beeple @beeple]

PNEUMONIC PLAGUE

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 CFTC officially proposes first round of rules to regulate US crypto markets.

[Matt Cole @ColeMacro]

Strive acquired 2,000 $BTC for $169M at an average cost of $84,422 per bitcoin, bringing total holdings to ₿29,462.

61.5% of capital raised came from SATA, with warrants generating $56.7M.

Today’s 8-K also highlights key metrics and KPIs through 3Q26.

$ASST $SATA

[Michael Saylor @saylor]

Strategy reports a $21 billion gain on digital assets in Q3 2026. Last week, we acquired 334 $BTC and repurchased $176M of $STRC. As of 10/4/26, we hold 848,000 BTC and $5.7B of USD Assets. $MSTR https://t.co/jvwiJahdMm

[The Block @TheBlockCo]

Cumulative volume for perpetual markets on @Polymarket has crossed $16 billion, with daily volumes averaging more than $100 million since May 4th.

Top tokens on the platform include BTC, NEAR, and PUMP.

[Stani @StaniKulechov]

Disappointed by the European Central Bank’s (ECB) and European Banking Authority’s (EBA) responses to the MiCA consultation.

They are not only advocating for a prohibition on paying yield on stablecoins, but also for restrictions on CASPs providing access to DeFi, including protocols offering yield on non-MiCA-authorized stablecoins, without providing a clear framework for how access to DeFi should work in practice.

They also suggest that CASPs offering access to DeFi should restrict it to certain groups of users through so-called “suitability tests,” alongside a potential certification regime for DeFi lending protocols.

It is unclear how these requirements would work in practice. If regulators determine which protocols are deemed suitable for European users, the result risks looking very different from the open DeFi that exists today.

Instead, we could end up with more walled gardens that undermine the liquidity and network effects of open financial networks, ultimately limiting Europeans’ ability to access new ways to grow and preserve wealth.

These proposals are presented as measures to “protect consumers.” But excessive restrictions can instead create more friction for innovation and slow the development of open, transparent, and auditable financial infrastructure that can benefit consumers.

The reality is that onchain finance, including stablecoins, DeFi, and tokenized securities, has the potential to reshape financial infrastructure by reducing friction, increasing transparency, and expanding access to financial opportunities.

European consumers and businesses stand to benefit significantly from this transformation, particularly if the companies building this infrastructure can continue to build and compete from within Europe.

Meanwhile, U.S. regulators, including the SEC and CFTC, have increasingly taken a more pragmatic approach toward enabling onchain financial innovation.

European regulators should put users and their interests at the center of the framework. Banks and other incumbents should be able to adapt their businesses to serve users in an increasingly onchain economy, rather than relying on artificial restrictions that risk increasing costs and reducing access for Europeans as the rest of the world moves onchain.

DeFi will win.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC says more crypto regulatory proposals are coming.

[zerohedge @zerohedge]

France-Germany 10Y spread less than 40bps away from taking out sovereign debt crisis highs. Europe once again on the verge of the abyss, and desperately in need of QE although soaring inflation means "nein"

[JUST DAO @DeFi_JUST]

Stay true to what you believe in 🎯

[beeple @beeple]

PASSING THE TORCH

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC proposes new crypto custody framework for investment advisers and regulated funds.

[seedphrase @seedphrase]

Which floors am I sweeping!??

Jks, I received an offer after 6+ years that I couldn’t refuse.

More on this tomorrow. Time to celebrate 🍾

[*Walter Bloomberg @DeItaone]

US FINAL Q2 GDP +2.2% (CONSENSUS +1.5%)

US FINAL Q2 PCE PRICE INDEX +5.0%

US FINAL Q2 CORE PCE +3.3% (CONSENSUS +3.6%)

[*Walter Bloomberg @DeItaone]

BITCOIN TRADERS PILE INTO $90K+ CALLS

Bitcoin is trading around $83,238, but options traders are increasingly positioning for a move above $90,000, with $95,000 and $100,000 also popular strikes.

Institutional flows are improving too: Bitcoin ETFs have recorded eight consecutive days of inflows, including $31 million yesterday.

The positioning suggests upside demand remains alive even as near-term Bitcoin sentiment weakens.