Crypto brushes off US gov shutdown while a slowdown in private hiring may lead to a less restrictive Fed. The October outlook turns tactically bullish. More of our Research team’s takes from this week’s Market Commentary ↓

More on this week’s top takeaways ↓ https://t.co/5omaapTurR

$SOL ETF chatter is rising; institutional on-ramp catalysts. • SEC’s new rules shorten approval windows • Onchain stablecoin float is rising • Spot CEX inventory is falling • TradFi capital is already positioning • Perp funding is low + leverage is rising Constructive

$ETH validator queue times exploded this week, but the signal for price is mixed. While validator exits hit new highs, new entries outpaced them. • Exchange supply remains tight • ETF demand persists • Onchain liquidity is up • Institutions are entering We think the surge

$BTC ETFs soar to $4.7B in 10 days. Despite U.S. shutdown risks and crowded macro trades, bitcoin flows appear to be surging. But beware the difference between a debasement trade and a momentum chase. We believe the debasement trade is a long-term trend rather than a

Is the USD’s safe-haven status eroding? Bitcoin’s breakout, gold’s rally, and soaring ETF inflows reflect more than short-term momentum. We believe this isn’t just a reaction to headlines—it’s a macro regime shift. More of our Research team’s takes from this week’s Market

With our commitment to institutional security, transparency, and safeguarding digital assets, we will deliver Solana Company the infrastructure and compliance needed to operate with confidence. Together, we’re building a strong foundation for the future of $SOL.

.@Solana_Company (formerly Helius Medical Technologies, Inc.) has chosen Coinbase as its institutional custodian as part of its digital assets treasury strategy. This collaboration marks a significant step in supporting the Solana ecosystem at scale.

As the largest $ETH staking provider for institutions and the most trusted brand in crypto, Coinbase will support 21Shares as primary custodian and staking provider.

Momentum begets momentum. @21shares_us will now offer crypto staking rewards. This is a significant value unlock that allows users to earn rewards from an already familiar vehicle. Congrats to the team.

→ Login to Coinbase Prime to start staking your ETH on the leading institutional staking platform: https://t.co/zleJ9OFz6z

Pectra is officially live on Coinbase Prime, allowing all new staked ETH access to enhanced validator features. ICYMI, the Pectra-enhanced validators now offer: • Scalability—supporting up to 204,800 ETH per wallet • Auto-Compounding Rewards • Flexible Stake Size What’s not

Register now for @CoinbaseAM and @BlackRock’s Get Off Zero webinar happening this Thursday: https://t.co/TjYKCBZRRc

BTC hit an ATH today. Still on the fence about how to allocate into crypto?

As the primary custodian and staking provider for the ETFs, we are proud to support Grayscale in their efforts to bring crypto to the mainstream. This advancement makes staking rewards accessible to everyday investors through familiar, regulated investment vehicles.

As the primary custodian and staking provider for these ETFs, we are proud to support Grayscale in their efforts to bring crypto to the mainstream. This advancement makes staking rewards accessible to everyday investors through familiar, regulated investment vehicles.

More on this week’s top takeaways ↓ https://t.co/R204tJ4Nug

Massive stablecoin catalyst • SWIFT is integrating a blockchain ledger—making stablecoin settlement bank-grade. • September stablecoin volumes hit $3T+ • USDT dominance is at 58% Stablecoins are evolving into essential infrastructure.

Why isn’t $BTC moving like gold? Gold hit ATHs in Sept, but BTC didn’t. Because BTC ≠ inflation hedge—it benefits from excess liquidity. When real rates fall & the USD weakens, BTC rallies. We think BTC’s correlation with gold is unreliable. The real signal is global

Rate markets have already priced in an 87% chance of 2 Fed cuts by year-end. Plus, cross-asset signals confirm a lower real-rate and weaker dollar environment—that’s good for crypto.