Bitcoin options traders are positioning for a possible post-election rally, but broader market signals remain mixed. On Derive, a trader bought 800 Bitcoin (BTC) call contracts with a $90,000 strike expiring on Nov. 6. The position has about $68 million in face value. To help fund it, the trader sold other call options, collecting roughly $940,000 net after financing costs.
Derive’s market-implied probability of BTC exceeding $100,000 by Christmas rose to 12%, from 9.7% a week earlier. The odds of BTC falling below $70,000 declined to 11%, from 15.6%. However, options skews on larger exchange Deribit showed puts were more expensive than calls at the front end, pointing to continued demand for downside protection. Bitcoin was trading near $80,000, while major altcoins were also subdued.
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BitcoinBTC optionsDeriveDeribitCrypto market outlook
Aviva Investors launched a tokenized share class of its £22 billion Sterling Liquidity Fund on the XRP Ledger, with Ripple as its technology partner. It is Aviva’s second fund on the network. The firm invested £50 million, bringing its total investment across the two tokenized funds to more than £86 million. BNY Mellon continues to hold the underlying assets, while the new share class is available onchain. Komainu and Licuido also supported the launch.
The move adds to Ripple’s institutional activity, following Standard Chartered’s announcement that it holds Ripple’s RLUSD stablecoin for institutional clients. However, XRP’s market response was limited: it traded near $1.29, down about 0.2% over 24 hours and 16% over a month.
US spot XRP ETFs recorded $4.25 million in net inflows for the week ending October 23, equal to 0.29% of their assets, broadly matching Bitcoin ETFs’ inflow rate. XRP remains in a technical range of roughly $1.25 to $1.40. Resistance sits near $1.36–$1.37, while support is around $1.25. The fund launch is positive for XRP Ledger adoption, but it has not yet shifted XRP’s price trend.
Strategy’s MSTR common shares returned 77.4% from June 26 to October 23, 2026, outperforming the company’s preferred securities, according to a chart shared by executive chairman Michael Saylor. The returns included dividends paid but not reinvested. STRC gained 38.6%, STRD 35%, STRK 32.6% and STRF 22.9%.
Strategy also repurchased $385.5 million of STRC shares over the two weeks from October 5 to 18. About $1.16 billion remained under its expanded $3 billion preferred-share buyback authorization, according to the article.
Shareholders are scheduled to vote on October 28 on a proposal to make dividends on the four preferred securities more frequent. If approved, the change would set daily record dates while retaining the securities’ regular dividend rates, subject to the terms and declarations. The proposal and buybacks could affect Strategy’s financing and dividend management, but the historical returns do not predict future performance.
Tech investor Chamath Palihapitiya, an early Bitcoin bull, now says Bitcoin has limited upside and could eventually be hacked, potentially sending its price to zero. He argues that demand may be capped if central banks do not become buyers, and warns that exposed ownership data could put crypto holders at risk. He also raised concerns about AI-enabled attacks on cryptography and the difficulty of coordinating a move to quantum-resistant technology.
Palihapitiya said he no longer holds Bitcoin directly, having exchanged his coins for equity in Digital Currency Group. Bitcoin was trading near $81,500, about 26% below its price a year earlier. His comments are personal concerns, not a forecast based on new evidence, but add to debate over Bitcoin security and long-term adoption.
Bitcoin traded just above $80,000 on October 26 after falling below that level several times over the weekend. It briefly hit $79,100, a five-week low, after sellers pushed it down from a recent peak near $85,000. Bitcoin’s market capitalisation stood at about $1.61 trillion, with market dominance at 60%.
Most major altcoins were little changed. ETH and XRP posted small losses, while ZEC and HYPE gained. QNT led the movers, rising nearly 18% to $221, and ENA climbed 6.6% to above $0.20. The total crypto market cap was roughly unchanged at $2.68 trillion. Bitcoin’s ability to hold the $80,000 level and upcoming market events may drive further volatility.
Deposits of Coinbase-issued tokenized stocks on Aave V4 on Base have exceeded $10 million, rising 514.5% over the past month, according to Token Terminal. Alphabet, Nvidia and Meta shares account for most of the deposits. The growth points to greater use of tokenized equities as collateral for onchain lending, rather than simply as assets to hold. Aave V4 on Base’s rising deposits may indicate stronger activity in Base’s DeFi ecosystem, but the data alone does not establish a direct effect on AAVE’s price or confirm plans for a Base token. Traders will be watching whether deposits continue to grow, and for any changes in collateral use, liquidity or regulatory conditions.
Anthropic plans to release its S-1 registration filing at 9 a.m. ET, moving the AI company closer to a potential IPO. It confidentially submitted a draft to the US Securities and Exchange Commission in June 2026. The public filing will give investors more information, but the IPO date, share availability and pricing have not been confirmed. Prediction-market odds put the chance of an IPO by 31 December 2026 at about 86%, although the article reports varying probabilities across other dates and valuation outcomes. Traders will be watching the filing, SEC review and any updates on pricing or the roadshow. The Anthropic IPO could draw attention to AI-company valuations, but the filing alone does not confirm that a listing will proceed on a specific timeline.
Bitcoin fell below $80,000 over the weekend as Middle East tensions and outflows from spot Bitcoin ETFs weighed on prices and triggered liquidations of leveraged long positions. QCP Capital identifies $78,000 as key support and $86,000 as resistance. Bitcoin traders are watching the Federal Reserve meeting on 27–28 October and earnings from Microsoft, Alphabet and Amazon for fresh market signals. Markets broadly expect the Fed to hold rates steady, but the probability of a December rate hike is near 84%. QCP also cites Ethereum support at $2,150 and resistance at $2,500; spot Ethereum ETFs have recorded four consecutive weeks of net outflows.
US President Donald Trump criticised Norway after again arguing he deserved the Nobel Peace Prize. Speaking at a campaign rally in Michigan, Trump said he disliked Norway and claimed he had resolved eight wars, with two more nearing resolution. Norway’s Foreign Minister Espen Barth Eide rejected the remarks, suggesting Trump’s campaign and his party’s electoral prospects may be behind his unusually sharp comments. The dispute highlights Trump’s repeated focus on the Nobel Peace Prize, which he actively sought last year.
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Donald TrumpNorwayNobel Peace PrizeUS electionPolitical news
Bitcoin may be approaching a potential rebound, but the move depends on breaking key resistance as investors weigh geopolitical tensions and U.S. market uncertainty. The article says oil, bond yields and the U.S. dollar index may be near local peaks, while extreme fear could create conditions for a contrarian recovery across risk assets.
Bitcoin has recently formed what the article describes as a descending channel, with a bounce developing near its lower boundary. A move above $80,300 would be an important first test; $81,300 and $82,780 are further resistance levels. A sustained breakout could open a path towards $90,000, although that outcome is not confirmed.
If Bitcoin falls below the channel or wedge pattern, $75,600 is identified as support. A failure to hold that level could expose the $70,000 area. The article also notes that the Stochastic RSI has turned down below 80, a signal that could point to further weakness, though it may reverse if buyers return.
These are technical scenarios rather than confirmed market developments. Traders are also watching the Iran conflict, U.S. midterm election uncertainty and broader stock-market sentiment, all of which could affect Bitcoin’s near-term direction.
Bitcoin is trading near $80,450 as it struggles to hold the $80,000 level ahead of the Federal Reserve’s Wednesday decision. CryptoQuant analyst Darkfost says small-holder Bitcoin deposits to Binance have reached a six-month high, near $11 billion over 30 days. Whale deposits, by contrast, have fallen from about $6 billion in late August to roughly $4 billion.
The opposing flows suggest smaller holders may be more inclined to sell or trade the dip, while large holders are not rushing to move coins to exchanges. Bitcoin derivatives remain tilted toward longs: funding rates are positive despite about $820 million in crypto liquidations, mostly long positions, during Saturday’s drop to $79,221. A reported $1.29 billion short position held by Abraxas Capital on Hyperliquid was described as a hedge against spot holdings, not necessarily a bearish bet.
Key levels are $79,221–$79,369 for support, with a break potentially exposing the 200-day EMA near $76,350. Bitcoin first needs to reclaim its 50-day EMA at $80,812; resistance then sits around $81,430–$81,850 and $82,850. CryptoQuant analyst TraderGemini said the rising trader realized price could act as on-chain support during a correction. Bitcoin’s next move may depend on whether buyers defend support and how markets react to the Fed decision.
Anthropic’s Claude AI outlined a highly speculative scenario in which Ethereum (ETH) could reach $25,000–$40,000 by January 1, 2027, with a stretch target above $60,000. The forecast depends on major asset managers and governments requiring tokenized bonds, funds and equities to use Ethereum and its Layer 2 networks for settlement and smart-contract functions. The article stresses that such regulatory and institutional coordination is highly unlikely, and the targets are not a base-case forecast.
Ethereum was reported to be consolidating around $2,300–$2,400, with resistance near $2,500–$2,700. A sustained move above $3,000–$3,200 could strengthen the technical outlook and put the previous high near $4,946 back in focus. Support is cited around $2,250–$2,300 and $2,100–$2,150. The article also points to macroeconomic conditions, institutional crypto demand and growth in tokenized real-world assets as potential market catalysts. The prediction is an AI-generated hypothetical, not evidence of an announced policy shift.
Hong Kong’s two licensed stablecoin issuers are taking different routes to market. HSBC began a phased rollout of its Hong Kong dollar stablecoin, RedCoin, through PayMe on October 23. PayMe has more than 3.3 million users, but HSBC has not said how many have activated or used a RedCoin wallet. HSBC reported HK$80.58 million in circulation and HK$81.58 million in reserves on that date.
Anchorpoint’s HKDAP remains in a restricted beta for selected distributors and institutional or corporate customers, with no confirmed retail launch date. Its October 21 figures showed HK$6.11 million circulating and HK$7.21 million in reserves. Transfers in the beta are limited to verified counterparties, including on Ethereum.
Both tokens are designed to be redeemable at one Hong Kong dollar per unit, but access depends on each issuer’s distribution and redemption arrangements. HSBC is starting with an established consumer app, while Anchorpoint is building a distributor-led network. For traders, the launch is a development in regulated digital payments rather than an immediate market catalyst. Adoption will depend on active users, merchant acceptance, reserve disclosures, reliable redemption and cross-border access.
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Hong Kong stablecoinsHSBC RedCoinAnchorpoint HKDAPStablecoin regulationDigital payments
Binance has added four USDT-margined TradFi perpetual futures contracts: EIDOUSDT, EQTUSDT, STMUSDT and ABBVUSDT. They track the iShares MSCI Indonesia ETF and shares of EQT Corporation, STMicroelectronics and AbbVie. The contracts trade around the clock, including when traditional stock markets are closed, and offer leverage of up to 20x.
Each contract has a minimum notional value of 5 USDT. Funding payments are scheduled every eight hours, with rates capped at plus or minus 2%. Binance said the products are subject to regional restrictions and that it may adjust leverage and margin requirements. A 5% adverse move could theoretically exhaust initial margin at maximum leverage, before fees and maintenance margin are considered.
The listings extend Binance’s range of TradFi perpetuals, as interest in derivatives linked to stocks and other traditional assets has grown. The article cites Pyth Network data showing tracked real-world-asset perpetual markets reached a record $12.61 billion in daily open interest on September 30. Binance did not disclose trading volume or open interest for its own new contracts.
Bitcoin traded near $80,400 after briefly falling to about $79,300, with markets awaiting the Federal Reserve’s Wednesday rate decision. CME FedWatch data showed a 90% chance rates would remain unchanged, while traders also weighed the possibility of another increase in December.
Bitcoin was little changed, and altcoins were mixed. Ether slipped 0.2%, while the CoinDesk DeFi index was the only index to rise. Uniswap and Ethena gained despite Arthur Hayes’ Maelstrom fund selling its directional positions, including 6,400 ETH, 323,000 UNI and 14 million ENA.
Oil prices retreated amid renewed diplomatic activity around Iran, helping lift S&P 500 futures. Crypto traders also watched spot Bitcoin ETF flows: funds recorded $138 million in outflows on Friday, bringing the two-day total to $772 million.
Derivatives data showed limited overall conviction. Crypto futures open interest rose 0.85% to $139.9 billion, while trading volume fell and liquidations declined sharply. Bitcoin options still showed demand for downside protection, although put skew eased. The combination of Fed uncertainty, ETF outflows and geopolitical developments may keep Bitcoin volatile in the near term.
A potential SpaceX-Tesla merger depends on approval from Tesla shareholders, according to a Bloomberg report. The companies, both led by Elon Musk, are considering a combination, but no formal deal has been announced. Musk owns nearly 20% of Tesla and is excluded from merger negotiations because of a conflict of interest. The proposed deal would require a majority shareholder vote as well as regulatory approval. If completed, the merger could create a company valued at about $3.5 trillion. Prediction-market odds for an announcement by December 31 fell to 12.5% from 16% over the past day, while longer-dated contracts showed higher probabilities. The SpaceX-Tesla merger remains uncertain, with shareholder and regulatory hurdles central to its prospects.
CoinShares has renamed its Toncoin Staking ETP, formerly known as CTON, the CoinShares Gram Staking ETP. The change took effect on June 15, 2026, following the underlying token’s change from Toncoin (TON) to Gram (GRAM). The product’s structure remains unchanged: it is 100% physically backed, charges no management fee and passes staking rewards to investors. Holders do not need to take action or exchange tokens. The rebrand follows a community vote in which 81.22% supported the name change. Rival issuer 21Shares also renamed its Toncoin Staking ETP to Gram on June 16, changing its ticker from TONN to GRAM. The rebranding changes product and token names, but does not alter the ETPs’ stated backing or terms.
WTI crude oil has climbed steadily after retesting its breakout level in July, according to MoneyShow’s Mike Larson. The 50-day exponential moving average has recently acted as support, while prices are approaching their September highs. A break above that level could put the April peak back in focus. Futures contracts expiring in various months of 2027 have also reached new highs, suggesting traders expect oil prices to remain elevated for longer. The technical setup is bullish for oil, although news headlines could still alter its direction.
An investment commentary argues that AI infrastructure stocks may offer alternatives to investing directly in companies funding the AI boom. It says large technology firms are spending heavily on AI infrastructure, while returns on that investment remain uncertain.
The article highlights two unnamed providers exposed to rising electricity demand. One is described as offering a sustainable dividend yield above 6%, long-term growth prospects and potential mid-teens annualised total returns. The other is a speculative turnaround, with a high cash-flow yield and possible multibagger gains if management delivers on its plans.
The article does not identify the two companies in the supplied text, and its claims are the author’s investment assessment, not guaranteed outcomes. For traders, the broader theme is that AI infrastructure stocks could benefit from increased power demand, but company-specific execution, financing and valuation risks differ sharply. The commentary does not report a direct development in cryptocurrency markets.
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AI infrastructureElectricity demandDividend stocksHigh-risk investingTechnology sector
Aurelion (NASDAQ: AURE), crypto exchange Bitget and its tokenized-stock protocol Reality plan to launch rAURE, a tokenized version of Aurelion shares. Reality will issue rAURE, which is designed to be backed 1:1 by the underlying AURE shares held in custody. Bitget is set to become the token’s main trading venue, offering trading five days a week, 24 hours a day. Aurelion holds tokenized gold XAU₮ (Tether Gold) as its primary reserve asset. The launch would bring a gold-reserve company’s tokenized stock to Web3 markets and add another cross-asset product for traders. The announcement describes a planned launch and does not specify a release date or trading terms beyond the stated schedule.
WEEX has launched a Halloween referral campaign offering users a chance to win 50g of gold and other rewards. To qualify, users must register for the event and invite friends who sign up for WEEX, make a net deposit of at least 100 USDT and trade at least 10,000 USDT. Each qualifying referral earns the inviter one capsule draw, with a maximum of three chances per user. Prizes include a PS5 Pro, Nintendo Switch 2, SPCX position airdrops, WXT token airdrops and USDT bonuses. The campaign runs from 18:00 on 26 October to 17:59 on 16 November 2026 (UTC+8).
Meta Platforms plans to raise about $35 billion through two underwritten public offerings: roughly $22.5 billion in Class A common stock and $12.5 billion in Series A mandatory convertible preferred stock. The Meta stock offering is expected to use a forward sale agreement for the common shares, while the preferred-stock portion may include up to 250 million depositary shares. Nvidia, AMD and Broadcom are reportedly interested in purchasing up to $5 billion of Meta stock each. The financing could support Meta’s investment plans, but the report does not specify how the proceeds will be used.
Bitcoin developer AdamISZ has introduced LN-GAP, a proposal for running complex, multi-step contracts through Bitcoin Lightning channels while keeping most dispute resolution off-chain. The design uses a committee, called a “venue,” to publish signed updates and attest whether a participant missed a deadline. If a dispute arises, the parties can use a small, bounded number of on-chain transactions to challenge or disprove a claim.
Bitcoin held just above $80,000 as traders prepared for a week of major corporate earnings and central-bank decisions. Brent crude fell more than 6% from Friday’s high to below $110 a barrel, as reports of diplomatic contacts involving Iran, Saudi Arabia, Pakistan and Turkey eased fears of further escalation. Brazil’s stock market fell 20% after President Luiz Inácio Lula da Silva secured a fourth term, while the iShares MSCI Brazil ETF dropped 26% in pre-market trading. Gold traded slightly above $4,000 an ounce, the US dollar index remained just below 102, and the 10-year Treasury yield was near 5%. Microsoft and Amazon earnings, along with rate decisions from the Federal Reserve, Bank of Japan and European Central Bank, are key events for markets this week. For crypto traders, Bitcoin’s ability to stay above $80,000 will be in focus as shifting risk appetite and central-bank signals could drive volatility.
Bitcoin starts the week near $80,000 as traders weigh the Federal Reserve’s rate decision, US inflation data and major technology earnings. Markets see more than 90% odds that the Fed will hold rates at 3.75%–4% on Wednesday, while Thursday’s PCE inflation data and US GDP figures could shift expectations. Brent crude eased to about $110 a barrel after reaching $117.
Bitcoin fell to $79,145 over the weekend, triggering nearly $150 million in long liquidations over two hours. October losses stood at about 4%, putting Bitcoin on course for a second consecutive negative October. Market data showed bids near $79,300 and sell orders around $81,000. Analyst Benjamin Cowen warned that Bitcoin could remain under pressure through year-end.
Investors are also watching weakness in South Korea’s KOSPI and the Nasdaq as concerns about AI-related spending weigh on technology shares. Microsoft and Alphabet report on Wednesday, followed by Amazon and Intel on Thursday. A sustained break below $80,000 could intensify selling, while macroeconomic data and corporate results may drive volatility across Bitcoin and broader risk markets.
Bitcoin fell below $80,000 after failing to hold its push toward $85,000. Analyst Ali Martinez says a break below a rising channel could deepen the correction if $82,000 remains resistance, with $72,500 as a possible target. He also cited past post-midterm election declines and suggested taking profits in late October before considering re-entry near $73,000. Another analyst warned that losing immediate support at $79,200 could expose Bitcoin to $75,000–$72,000, or even $62,000. In contrast, trader Sweep said Bitcoin’s daily RSI has returned to a level seen before an August rally. On-chain data also points to accumulation: 40 newly created wallets withdrew more than $770 million in BTC from October 1 to 23, while large holders accumulated nearly 90,000 BTC in one month. The outlook is mixed, with downside risks balanced against whale buying.
Recent Houthi missile attacks have disrupted Saudi air travel, grounding 86% of scheduled flights at Riyadh’s King Khalid International Airport, according to the article. The Houthi movement reportedly claimed another strike shortly after the airport tried to resume operations.
The incidents have raised concerns about a possible Saudi airspace closure. In prediction-market pricing cited by the article, the probability of a Saudi airspace closure by January 1, 2027, reached 20.5%; the November 1, 2026, contract stood at 2.9%. These figures reflect market expectations, not an official closure announcement.
Traders are watching for updates from Saudi aviation authorities GACA and SANS, as well as further attacks, military responses and aviation safety advisories. A Saudi airspace closure could cause wider travel disruption, but the article does not report a confirmed nationwide closure.
Vanguard’s VSS small-cap ETF has disclosed its first purchase of Metaplanet, acquiring 4.5 million shares worth about $7.5 million. Vanguard manages roughly $13 trillion in assets and is the world’s second-largest asset manager. Metaplanet is a listed company that holds Bitcoin in its reserves, so the investment gives the ETF indirect exposure to Bitcoin. The purchase is an equity investment, not a direct Bitcoin purchase.
CalPERS, one of the world’s largest public pension funds, cut its combined direct holdings in the Magnificent Seven tech stocks by 26% in the first half of 2026, according to Financial Times calculations. The fund manages more than $600 billion and is shifting more capital towards private equity as it seeks to diversify beyond expensive public-market leaders. CalPERS deputy CIO Anton Orlich said major technology companies could underperform other investments.
The move comes amid concerns about the sustainability of AI spending and financing for neocloud providers. Elon Musk warned that companies reliant on AI data-centre revenue could struggle to raise funding, prompting consolidation. CoreWeave, Cipher Digital and IREN shares fell in pre-market trading on Monday. For crypto traders, the news adds to broader risk-off sentiment around AI-related assets, though it does not directly signal a change in CalPERS’ cryptocurrency exposure.