Crypto News

New Bitcoin whales’ share of whale realized capitalization rose to 33.06% by 15 October, from about 18% at the start of 2026, according to CryptoQuant analyst MorenoDV_. New Bitcoin whales held $78.61 billion in realized capitalization, compared with $159.15 billion for older whales. CryptoQuant defines new whales as holders of more than 1,000 BTC whose coins last moved less than 155 days ago. This metric measures their share of whale realized cap, not their share of Bitcoin’s circulating supply. Since September, new Bitcoin whales’ realized cap has continued to grow, while the older cohort’s figure has remained broadly stable. Their estimated aggregate cost basis recovered to about $77,000 from roughly $68,000 in late August, after falling from around $110,000 near the previous cycle peak. Bitcoin traded near $82,134 on 16 October, about 6.7% above the new-whale cost basis. The report links the shift to institutional and spot Bitcoin ETF inflows and notes a similar rise in new-whale activity in January. The data shows that recently arrived large holders are playing a growing role, but does not establish whether they will keep buying or start selling. For traders, the rising realized cap and price above the cohort’s cost basis are relevant signals to monitor, not confirmation of a sustained trend.

Elon Musk reportedly donated more than $150 million to support Republicans in the closely contested Texas Senate race. Reports say the funds were channelled through Republican-aligned groups, including the Senate Leadership Fund and PACs backing Republican candidate Ken Paxton, who is challenging Democratic state Representative James Talarico. One report put the donation at $158 million and named Lone Star Liberty PAC; another described the recipient as Texas PAC. A University of Texas/Texas Politics Project poll cited in the later report showed Talarico narrowly ahead, within the margin of error. Prediction markets put the chance of a Democratic victory at 62.5%, against 37.5% for Republicans, with prices relatively steady over the previous week. The report said the election was 18 days away. The donation may boost Republican campaign spending and voter outreach, but its effect on the result remains uncertain. The Texas Senate race has no direct cryptocurrency market catalyst identified in the reports. For crypto traders, the main relevance is political prediction-market activity; any broader effect on crypto prices or market stability appears limited unless the election story feeds into wider policy or risk sentiment.

The Solana Foundation postponed its Shanghai Accelerate event after registrations quadrupled overnight, exceeding the attendance limit submitted to local authorities. Foundation chair Lily Liu said the decision was made to comply with local requirements and avoid an unsafe crowd. She apologised to prospective attendees and said the event would be held again when it could accommodate more people. The event was due to launch a four-city China tour, with Hangzhou, Shenzhen and Beijing also on the itinerary. A similar capacity issue curtailed a Solana event in Shenzhen in 2025. Liu also said a Solana light show at Shanghai’s Lujiazui Citibank Tower on 14 October was intended to show appreciation for the Chinese community. The postponement comes amid China’s strict restrictions on crypto-related services, but the stated reason was the registration surge and attendance cap. The Solana Shanghai event may affect local outreach, but neither report points to a change in Solana’s network or token fundamentals.

Mizuho, MUFG and SMBC, together with MUFG Trust Bank and TISI, completed a yen stablecoin pilot from 17 to 23 July 2026. Supported by Japan’s Financial Services Agency under its payment innovation programme, the trial tested issuance, transfer and redemption for cross-border payments between Mitsubishi Corporation’s domestic and overseas business locations. The banks acted as joint settlors, with MUFG Trust Bank serving as trustee. The yen stablecoin pilot provides technical validation for corporate payments, but no commercial launch or wider rollout was announced.

CoinShares reported $434 million in outflows from global digital asset investment products in the week through October 16, reversing recent inflows. The crypto fund outflows reflected investor caution over hotter-than-expected U.S. inflation and retail sales, which raised concerns that interest rates could stay higher for longer. CoinShares cautioned that the withdrawals do not necessarily signal a lasting bearish trend. September CPI rose 0.6% month on month and 3.7% year on year, above the 3.6% annual forecast; gasoline accounted for about half of the monthly increase. Retail sales climbed 0.8%, beating expectations of roughly 0.3%, while August’s gain was revised up to 1.3%. Polymarket figures cited in the reports put the odds of the Federal Reserve holding rates at its October meeting at 75%, versus 25% for a 25-basis-point increase. The data strengthened expectations of restrictive monetary policy and weighed on Bitcoin and other risk assets. Crypto fund outflows underscore how sensitive digital asset markets remain to inflation, economic activity and Fed guidance. Traders may watch upcoming data and the Fed’s decision for signs of whether Bitcoin can stabilize or face further near-term pressure.

MSCI has adopted new eligibility rules for its Global Investable Market Indexes that could affect digital-asset treasury companies, including Strategy (MSTR), Metaplanet and Upexi (UPXI). Companies must have more than 50% of assets classified as operating assets and meet five financial tests. Existing constituents generally need to fail at least four tests over two annual reporting periods before removal. SharpLink (SBET), TON Strategy Company (TONX), Solana Company (HSDT) and DeFi Development Corp. (DFDV) are also on a watchlist. MSCI plans to publish its final list on November 11, with changes taking effect after the November 30, 2026 review. JPMorgan’s earlier estimate of $2.8 billion in potential Strategy share selling was based on a previous proposal, not the adopted rules. Strategy said MSCI-tracking funds held about 13 million shares, or 3.1% of its basic shares outstanding and less than a day’s trading volume. MSCI’s decision could weigh on affected stocks if index-tracking funds sell, although the market response has been muted so far. The direct effect on cryptocurrency prices remains uncertain.

INJ surged more than 23% on 16 October to about $9.16, extending its gains to roughly 70% over the past month. The rally has been supported by institutional and regulatory developments around Injective. Three spot or staking ETF applications have been filed by 21Shares, Canary Capital and REX-Osprey, while Pentiv, formerly Pineapple Financial, reportedly plans to bring a mortgage portfolio worth up to $10 billion onto the network. Injective CEO Eric Chen also reportedly met US officials at the White House, SEC and CFTC. The IIP-709 governance proposal to set fixed fees for exchange-module orders and cancellations was nearing the end of its vote. The change could appeal to high-volume traders, but its implementation remains a development to watch. The article cautions that INJ’s rally may reflect market positioning and a strong narrative more than improving fundamentals. Its high reported revenue-to-FDV ratio is partly due to INJ’s sharply reduced valuation, with cited estimates putting protocol revenue at about $6 million over the past year. ETF applications are not approvals, and Pentiv’s RWA plan is not yet completed on-chain adoption. Supply figures also remain a point of uncertainty: Mintscan reportedly showed about 123 million INJ, differing from widely cited supply estimates, while staking-related issuance could offset token burns. Traders may monitor open interest, funding rates, large-holder activity and the IIP-709 vote. INJ could remain volatile if leveraged positions unwind or the institutional and RWA catalysts fail to translate into sustained demand.

Bitcoin holders realized about $1.03 billion in profit on 8 October, the second-highest daily total of 2026, according to Santiment data cited by DailyCoin. The spike followed BTC’s rise towards $87,000; the price then retreated to around $81,000. That week, about $520 million in long positions were liquidated, while US spot Bitcoin ETFs recorded more than $702 million in net outflows. Bitcoin SOPR and realized profit offer complementary views of this selling. SOPR compares the value of spent coins with their value when last moved: above 1 signals average profits, while below 1 signals average losses. Realized profit measures the dollar scale of gains taken. Short-term and long-term holder SOPR divide coins at a 155-day holding period, while adjusted SOPR excludes outputs held for less than an hour to reduce noise. MVRV compares market value with aggregate cost basis to estimate unrealized gains or losses. The realized profit surge indicates meaningful profit-taking, but does not alone confirm a reversal. Traders can compare Bitcoin SOPR and realized profit with price action, ETF flows, MVRV and derivatives data to judge whether buyers are absorbing supply. A sustained rise in realized profits alongside stalled prices could point to weakening demand; isolated profit-taking can also occur during an uptrend. SOPR tracks moving coins, not necessarily market sales, so it should be interpreted alongside other indicators.

Solana’s Accelerate China event in Shanghai was suspended on Oct. 16 after attendees said eight or nine law enforcement officers were at the venue and some participants were kept outside for more than an hour. Organizers cited venue logistics and postponed the morning program, but gave no replacement time. Neither the Solana Foundation nor Chinese authorities confirmed that regulators ordered the event to stop. Binance co-founder Changpeng Zhao questioned whether organizers understood China’s crypto rules. He also noted that a Solana event in Shenzhen was disrupted by police in 2025. Shanghai was the first stop on a planned four-city tour, with Hangzhou, Shenzhen and Beijing events scheduled through Oct. 22. The status of those events remains uncertain. For SOL traders, the incident raises questions about Solana’s China expansion, but no confirmed regulatory action or broader market response points to a clear price impact.

The S&P 500 is near a record high, but most constituent stocks remain well below their peaks, according to The Kobeissi Letter. It says 84% of S&P 500 stocks are at least 10% below their highs and 59% are down at least 20%. The index has rebounded 23% since 30 March, yet just 10 stocks generated 70% of the gain, with Nvidia the largest contributor. The earlier analysis also highlighted 52% second-quarter 2026 earnings growth and noted that Nvidia’s forward price-to-earnings ratio was close to the S&P 500’s. The latest commentary adds that Brent crude is around $106 a barrel and inflation is near 4%, while rate expectations have shifted from cuts to further increases. The Kobeissi Letter argues that easing energy prices or an end to the Iran conflict could reduce inflation and support a broader rally, potentially into 2027. For crypto traders, the equity outlook may influence broader risk sentiment, but the article provides no direct signal for cryptocurrency prices. Concentrated gains, higher rates and persistent inflation remain risks; the bullish case is the publication’s view, not a guaranteed forecast.

Bitwise CIO Matt Hougan says several economic paths could support Bitcoin over the long term. An AI-driven productivity boom may increase demand for scarce assets, while an AI investment bust could initially trigger a sell-off before rate cuts and monetary easing support a recovery. Steady growth could sustain demand for Bitcoin through spot ETFs, financial advisers and corporate or sovereign holdings. Hougan cautions that Bitcoin can still fall sharply when investors seek cash, as it did during the March 2020 market panic. The IMF has warned that a major AI investment correction could leave global GDP about 1.1% below its baseline by 2028. Near-term risks include inflation and monetary policy: the earlier report said September US CPI rose 3.7% year on year and traders raised the probability of an October rate hike. In the later Binance snapshot for 16 October, Bitcoin traded near $82,002, up 1.31% over 24 hours but around 35% below its record high of about $126,198. Bitcoin’s long-term outlook may be supported by adoption and potential policy easing, but short-term trading remains sensitive to liquidity, interest-rate expectations and risk sentiment.

Binance will support the merger of Velodrome Finance’s VELODROME token into Aerodrome’s AERO and an associated AERO contract swap. At 11:00 UTC+8 on 3 November 2026, Binance will delist the VELODROME/USDT spot pair and cancel open orders; existing AERO spot pairs will remain available. At 11:30 UTC+8, Binance will suspend deposits and withdrawals of the old AERO token. The exchange says it will no longer support old VELODROME after the merger and will announce when deposits and withdrawals for the replacement AERO token reopen. Traders should check Binance’s migration instructions and avoid sending unsupported tokens. The change affects token access and trading availability, but does not itself indicate a change in either token’s underlying value.

CoreWeave’s three co-founders have sold about $3.3 billion in company shares since the AI cloud provider’s March 2025 IPO, including roughly $2.4 billion in 2026, according to Bloomberg. The sellers are CEO Michael Intrator, chief strategy officer Brian Venturo and chief development officer Brannin McBee. Most sales were made under prearranged 10b5-1 trading plans, and the founders still jointly own about 18% of CoreWeave. The shares fell 15% on Wednesday before rebounding on Thursday, and remain more than 60% below their June 2025 peak. The sales come as investors reassess AI infrastructure spending and credit risks tied to the company’s debt. CoreWeave’s post-IPO surge made its founders billionaires. The company began as an Ethereum mining operation in 2017 before pivoting to GPU cloud computing; the stock sales do not directly signal a change in its cryptocurrency holdings or Ethereum’s outlook.

Binance Alpha will list NeoSoul (DNA) at 16:00 UTC+8 on 16 October and offer a 400-DNA airdrop to eligible users. Users need at least 245 Binance Alpha Points to claim on the event page, with allocations distributed first come, first served. Each claim costs 15 points and must be confirmed within 24 hours or it will be forfeited. If the campaign remains open, the points threshold will drop by five every five minutes. The Binance Alpha listing and airdrop may bring short-term attention and trading activity to DNA, but the announcement provides no broader price outlook.

US inflation data has reinforced expectations of further Federal Reserve rate hikes, adding pressure to crypto and other risk assets. September headline CPI rose 0.6% month on month and 3.7% year on year, while core CPI increased 0.3% monthly and 2.6% annually. Both CPI readings exceeded market forecasts. September PPI also climbed sharply, rising 1.3% month on month and 6.3% year on year, with energy prices driving much of the increase. The earlier outlook pointed to a possible October hike and several more by the end of 2027. By 15 October, markets put the chance of a 25-basis-point October hike at about 27%, while pricing a 70%–80% chance of at least one further hike before year-end. December appeared more likely than October as the Fed weighed energy-driven inflation against persistent costs in services, transport and housing. For crypto traders, higher rates and elevated bond yields can tighten financial conditions, boost the appeal of yield-bearing assets and reduce demand for volatile investments. This creates a potentially bearish backdrop for crypto, though the effect will depend on upcoming inflation data, Fed guidance, energy prices and market liquidity.

Bitget says it promptly handled a security incident in late September, described as its first in eight years. The exchange says users could withdraw assets and funds began returning the next day, though the reported impact has not been independently verified. Bitget says it publishes monthly proof-of-reserves data, with a 131% reserve ratio at the end of September. At TOKEN2049, Greater China head Jia Yin Xie outlined Bitget’s Universal Exchange (UEX) strategy, which combines crypto with traditional assets. Bitget first offered US stock trading through Ondo and later introduced its Reality tokenised-stock system, which Xie says connects to Nasdaq and NYSE liquidity. He cited a daily peak of $10 billion in US stock trading, and said gold, forex and silver CFDs are available through MT5. Xie also said one in four new users this year had traded stocks or forex, and US stock derivatives accounted for 19.5% of Bitget’s activity in that segment, ranking second globally behind Binance. The company aims to become one of the top three exchange choices for Chinese-speaking users. For traders, the security response and UEX expansion may influence perceptions of platform trust and product choice; the figures are company-reported and do not establish a direct price catalyst for any cryptocurrency.

OKX US stock products recorded 51.874 billion USDT in trading volume in the 30 days to 15 October 2026, up from 50.26 billion USDT in the previous report covering the 30 days to 9 October. Stock perpetuals rose from 48.875 billion to 50.469 billion USDT, while spot trading increased from 1.386 billion to 1.405 billion USDT. Perpetual contracts continued to drive most OKX US stock products activity. SNDK, SOXL and SPCX were the most-traded stocks, and the storage sector remained the most popular. The figures show activity in exchange-linked stock products, but do not by themselves signal a broader cryptocurrency market direction.

The BSC-based Tesla Can Fly meme coin first briefly reached a reported market capitalisation of $900,000, then later hit $1.08 million, according to Odaily monitoring. The move followed Tesla’s Roadster performance announcement, which described a Rocket version with cold-gas thrusters capable of flight-like movement. The Tesla Can Fly meme coin’s rise reflects interest in a timely meme-coin narrative, but reports provide no trading-volume or ticker data and do not show that the gains are sustainable. Meme coins are highly volatile.

XRP briefly fell below $1.30 during a broad crypto sell-off, then recovered. Analyst Ali Martinez identified $1.25 as potential support and said a rebound could target $1.42, with $1.60 possible if momentum strengthens. He also cited technical buy signals that may point to a local bottom. ChartNerd said a break above $1.50 would be needed to bring $1.80 and $2 into focus. These levels are not guarantees, and XRP remains vulnerable to wider market volatility. US spot XRP ETFs recorded $740,410 in net inflows on October 14, after three days with no net flows. The inflows went to Bitwise’s fund, taking the month’s total to $12.8 million. Earlier, the funds had attracted $11.31 million over a week, but demand has since cooled. Ripple is expanding its institutional services. Ripple Prime added swap financing for leveraged ETF strategies following an expanded partnership with Brevan Howard. Standard Chartered began offering custody for Ripple’s RLUSD stablecoin through its Dubai branch, in collaboration with LMAX Group. XRP treasury firm Evernorth, which holds about 473 million XRP, listed on Nasdaq on October 12 and named Ripple, Kraken, Coinbase and BitGo as execution partners. It plans to deploy its holdings in institutional strategies from the fourth quarter of 2026. Separately, the XRP Ledger Foundation said a critical integer overflow bug present since 2015 was fixed in xrpld 3.4.1 on September 25. The flaw could theoretically have enabled excess XRP issuance, but no additional tokens were created; supply remains about 99.986 billion XRP.

Bitcoin fell below $80,000 after hotter-than-expected US producer price data and a sell-off in technology and AI stocks unsettled markets, then rebounded above $82,000. It traded in a 24-hour range of about $79,676–$82,540, recovering more than $2,300 from its low. September US PPI rose 1.3% month on month and 6.3% year on year, its largest annual increase since December 2022; energy prices climbed 10.8%. Despite the inflation surprise, the US dollar and Treasury yields fell, and markets put the odds of the Federal Reserve holding rates steady in October at about 73%. Short-covering, position adjustments and broader risk sentiment may have supported Bitcoin’s recovery, so it cannot be attributed to the PPI report or rate expectations alone. Traders are watching whether Bitcoin can hold $80,000 and clear resistance around $82,500–$83,000. Inflation data, Fed communications, Treasury yields and the dollar could keep crypto market volatility elevated. Ethereum also recovered above $2,400 but remained slightly lower over 24 hours, while Solana traded higher.

A Wall Street Journal report says Tether paid $6.3 million to Nxum, an investment firm co-founded by former White House crypto adviser Bo Hines, who retained a one-third stake. The first payment reportedly arrived while Hines was still in government. He allegedly shared GENIUS Act updates with Nxum partners on Signal and urged them to portray Republican opponents as undermining President Donald Trump. Hines left the White House in August 2025 to become a strategic adviser to Tether, then became CEO of its US business the following month. The GENIUS Act became law in July 2025 and is due to take effect in January 2027, after regulators issue implementing rules. The report raises conflict-of-interest and revolving-door concerns but does not establish an immediate change to the law. For USDT and USDC traders, the near-term price impact appears limited; longer term, the rules could shape competition among Tether, Circle and bank-backed stablecoin products.

Sui v1.82.2 upgrades Tidehunter, the network’s indexing and storage component, from commit 831108b to 94c518c. The Tidehunter update adds write-ahead-log (WAL)-based relocation for auto-sharded cells and streams relocation views one level at a time. It enables index auto-sharding by default and changes the ordering of live writes relative to disk-derived flat entries. The API changes are additive, requiring only a dependency revision update, and are covered by the test-tidehunter CI suite. This is a technical improvement to Sui indexing infrastructure, not a change to token economics or network trading rules, so it has no clear direct price catalyst for SUI.

Lighthouse 8.2.1 follows the high-priority 8.2.0 release with further fixes for Ethereum beacon node operators. The latest update patches a rust-libp2p security issue and a bug that could cause validators to miss duties. Beacon node operators are urged to upgrade promptly; validator-client users have lower priority, though they should review relevant changes. The earlier Lighthouse 8.2.0 release addressed fork-choice and slasher security issues, added preparation for Ethereum’s planned Gloas upgrade, and brought Fulu data-availability networking improvements. It also introduced validator fee-recipient requirements and default use of the proposer duties v2 API. Lighthouse 8.2.1 improves partial data-column caching and gossip, particularly for Hoodi and Sepolia, where the feature is enabled by default. Neither breaking command-line changes nor a database migration are required for 8.2.1. Operators should also be aware of a data-column backfill issue that can cause out-of-memory errors, especially on Gnosis Chain. A fix is planned for Lighthouse 8.3.0; unnecessary re-syncing is not advised, as earlier versions are affected too. These Lighthouse updates are important for Ethereum node security and reliability but do not directly change ETH supply, demand or protocol economics.

Grayscale research puts Bitcoin’s one-year realised volatility at 43%, below its 64% ten-year average and 81% level five years ago. The firm attributes the decline to deeper liquidity, greater institutional participation and wider access through regulated products, including US spot Bitcoin ETFs approved in 2024. K33 Research also called 2025 Bitcoin’s least volatile year to date. The summaries give conflicting comparisons with S&P 500 stocks: one says 57% of the companies were more volatile than Bitcoin, while the later account says Bitcoin was less volatile than 19% of them. Both comparisons concern individual stocks, not the S&P 500 index as a whole. The later account also notes that Bitcoin fell more than 50% from its October record of $126,080 in 2026, before recovering to about $82,485—still roughly 35% below the high. Lower Bitcoin volatility may inform portfolio allocation decisions, but it does not eliminate drawdown risk or establish a near-term price direction.

Aleo v4.12.0 introduces ConsensusVersion::V22, raising the maximum number of mappings per program to 128. The Aleo mainnet upgrade is scheduled for block 22,962,000, estimated at around 18:00 UTC on 20 October 2026 based on current block times. Both reports describe the same planned protocol upgrade; the activation time is an estimate and may change. The higher limit expands program capacity, but the update alone does not indicate a direct price impact for ALEO.

Dell stock fell about 11.5% on Wednesday and remained under pressure Thursday after Barclays downgraded Dell Technologies to Equal Weight from Overweight and cut its price target from $603 to $574. The move came amid a broader AI data-center sell-off, with higher-than-expected inflation raising concerns about borrowing costs. CoreWeave, Nebius and Oracle shares also declined, while rising yields on some CoreWeave bonds highlighted financing risks for data-center operators. Barclays cited uncertainty about enterprise AI spending and warned that Dell’s growth could slow as memory prices normalize. Higher component costs may be boosting server revenue without a matching rise in unit sales, and AI server operating margins are estimated at about 5%. The bank still forecasts roughly $75 billion in Dell AI server revenue this fiscal year, potentially reaching $100 billion in fiscal 2028. Dell has reported a record $95 billion AI server backlog, while infrastructure revenue rose 89% year over year. The downgrade also covered Hewlett Packard Enterprise and NetApp, reflecting broader concerns about AI demand and elevated technology valuations after a strong rally. Traders will monitor interest rates, memory prices, backlog conversion and data-center financing costs. The news concerns equities rather than cryptocurrencies, but continued pressure on AI and tech stocks could weigh indirectly on broader risk sentiment.

Bastion Trading, which says it and its affiliates own about 9.99% of SkyAI’s common shares, says it will not tender unless its concerns are addressed. SkyAI’s $201 million offer would buy up to 95% of eligible shares and three classes of warrants at $3 per share, a 65% premium to the October 9 closing price. The offer also has minimum tender thresholds for each security class and requires SOL to stay above $100 during the offer period. Bastion wants the price raised to at least $3.50 per share, citing an estimated net asset value of $3.30, and is seeking board changes and an independent review of SkyAI’s SOL sales. It says SkyAI reported selling about one million SOL, while later regulatory filings showed roughly 600,000 SOL remaining. Bastion is asking for details on sale prices, proceeds, costs and approvals. SkyAI has also rejected an acquisition proposal from Forward Industries. The dispute puts SkyAI’s valuation, governance and SOL treasury management under scrutiny, but does not confirm any additional SOL sales and is unlikely to have a broad market impact.

Solana (SOL) rebounded from support near $100, reaching about $107.77 before easing to around $106.20 on Oct. 15. The recovery remains fragile: price is below key resistance, and daily indicators are still bearish. The daily Bollinger lower band near $106 was an immediate support level in the earlier update; a sustained break below it could bring $102 and the psychological $100 mark back into focus. A later analysis identified $97–$99 as key support, with a break potentially exposing a conditional downside target of $75–$77. On the upside, resistance spans roughly $109–$111, with four-hour moving averages near $109.21, $112.67 and $114.43, while the daily Bollinger midpoint is around $114.95. Liquidation concentrations near $100 and around $110–$115 could intensify volatility. ETF-flow data also weakened: an earlier report cited $24.8 million in weekly US spot Solana ETF outflows, ending 14 weeks of inflows, while the later update recorded $1.29 million in outflows on Oct. 14, the eighth consecutive session of withdrawals. Analysts remain divided on the broader chart outlook, and the upcoming US CPI report could affect market sentiment. For SOL traders, holding $100 is a key near-term test; a stronger recovery would require reclaiming resistance and the daily midpoint.

Twelve US state attorneys general are urging the Federal Energy Regulatory Commission (FERC) to approve the Green Chile pipeline, while Oracle is pressing the regulator to speed up its review. The 17.8-mile pipeline, operated by an Energy Transfer subsidiary, could carry up to 400 million cubic feet of natural gas a day to Bloom Energy fuel cells powering Oracle’s Project Jupiter data centre in New Mexico. The Green Chile pipeline’s planned start has slipped from August 2026 to 1 February 2027 after a land-rights dispute forced a route change. New Mexico Attorney General Raúl Torrez and environmental groups want a broader review of the data centre’s water use and emissions, not just the pipeline. Oracle has considered trucking in compressed natural gas as a temporary alternative, an option estimated to cost four times as much as pipeline delivery. Project Jupiter is expected to require about 2.45–2.5 gigawatts of power, with investment potentially reaching $165 billion. Oracle says construction could support nearly 5,800 peak jobs and generate up to $1.1 billion in annual output for Doña Ana County. FERC’s decision will affect the pipeline schedule and the data centre’s power supply, underscoring how AI infrastructure growth can create energy and regulatory bottlenecks. The news has no direct impact on cryptocurrency prices, but traders may monitor its broader implications for energy costs and data-centre development.