1) An open-source AI lab building foundation models, autonomous agents, and distributed training infrastructure. Its flagship AI agent has become one of the most widely adopted open-source agent stacks.

Backed by leading AI and crypto investors including Paradigm, Robot Ventures and USV, alongside a strategic relationship with NVIDIA.

2) A neurotech AI company building a non-invasive interface to decode thoughts from brain activity.

The technology turns neural activity into a format that can interact with AI models, with potential applications across healthcare, human-computer interaction, and eventually consumer brain interfaces.

Early testing has already shown significant improvements in neural decoding accuracy.

3) An AI-native satellite manufacturing company building infrastructure that enables enterprises to deploy customized orbital systems without operating their own space programs. Its platform automates mission design, simulation, and integration, turning satellite development into a scalable and repeatable production process.

Bitcoin trades around $82.7K after briefly falling below $80K, with some traders calling for a “Black Monday” as AI stocks sold off in thin weekend liquidity and macro pressure remained elevated. September PPI rose 1.3% MoM and 6.3% YoY, while the 10-year Treasury yield briefly reached 5.33% before falling back toward 5.1%. Despite the inflation surprise, markets now price only around a 12% chance of an October Fed hike. U.S. spot Bitcoin ETFs recorded roughly $229M of net outflows last week, while Ether ETFs lost about $320M.

Strategy purchased another 267 BTC for $22.1M, taking its holdings to 848,517 BTC, while Strive added 3,311 BTC for $280M and now holds 35,595 BTC. BitMine added 12,532 ETH, bringing its treasury to 6.03M ETH, or roughly 4.9% of circulating supply. However, MSCI finalized new index rules that could exclude Strategy, Metaplanet and other crypto treasury companies, potentially forcing passive funds to sell their shares.

JPMorgan expanded its JPM Coin deposit token to Ethereum after previously launching it on Base, with Kinexys now having processed more than $4T cumulatively. Mastercard and BVNK launched Global Money Platform, while World launched a World ID suite built specifically for banks and financial firms, with Bain Capital and VanEck Funds among its design partners. Morgan Stanley also said it expects to support tokenized equities in Q1 2027 and sees the tokenized RWA market reaching $3T–$10T by 2030.

On the regulatory front, Revolut secured a Gibraltar crypto licence to support its international expansion, while the EBA classified USDC as the EU's first “significant” e-money token under MiCA. Elsewhere, Cysic suspended its bridge after an attacker minted 10M unauthorized CYS and moved roughly $727K to Ethereum, while nine U.S.-listed companies objected to tokenized versions of their shares trading on OKXICE.

Despite hotter U.S. inflation and an AI led equity selloff pressuring risk assets, BTC has shown relative resilience, holding around $82K and remaining well above the daily 200 EMA near $76K.

OI remains subdued, while CVD is still negative across most major exchanges, suggesting the recent strength has not been driven by aggressive leveraged buying. At the same time, price holding despite persistent net selling suggests sell pressure is being absorbed.

For now, we expect choppy price action into the U.S. midterms, with macro conditions still the main driver of short term direction.

Total Market Cap: 2.73T
BTC Dominance: 60.2%
Fear and Greed Index: 59 (Greed)

• Bitcoin rebounds above $82K as October Fed hike odds fall to ~12%

• Strategy buys another 267 BTC for $22.1M, holdings reach 848,517 BTC

• Strive buys 3,311 BTC for $280M, taking holdings to 35,595 BTC

• MSCI rules put Strategy, Metaplanet and other crypto treasuries at risk of index exclusion

• JPMorgan brings JPM Coin to Ethereum after processing $4T through Kinexys

• World launches World ID suite for banks and financial firms

• Revolut secures Gibraltar crypto licence to support international expansion

• Mastercard and BVNK launch fiat and stablecoin Global Money Platform

• EBA classifies USDC as EU's first significant e-money token under MiCA

• Cysic suspends bridge after attacker mints 10M CYS and moves $727K to Ethereum

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