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.

Anthropic filed for a Nasdaq IPO under the proposed ticker $ANT, with Goldman Sachs and Morgan Stanley leading the offering. Its filing disclosed $16.3B in first-half revenue and an $80.7B net loss, largely driven by non-cash changes in the value of convertible financing instruments. Bitcoin trades around $80K after briefly falling below that level over the weekend, while broader risk sentiment remains pressured by concerns around AI infrastructure spending. SpaceX raised $40B in debt to fund GPU purchases, with Elon Musk warning that financing markets are increasingly shutting out AI infrastructure companies without substantial non-AI revenue.

Strive acquired 6,182 BTC for $511M between October 17 and 23, taking its holdings to 43,000 BTC. BitMine added another 10,452 ETH, bringing its treasury to 6.05M ETH, or 4.95% of circulating supply, with roughly 86% currently staked. Strategy, meanwhile, paused Bitcoin purchases after five consecutive weeks of buying and instead repurchased 2.07M STRC preferred shares for $204.9M, leaving its holdings unchanged at 848,517 BTC.

HSBC launched its HKD-backed RedCoin for retail payments, while Aviva Investors launched a tokenized share class of its £22B Sterling Liquidity Fund on XRP Ledger and invested £50M into the offering. SoFi also launched an interest-bearing, FDIC-insured tokenized deposit that can be converted into SoFiUSD, further blurring the line between traditional deposits and onchain settlement infrastructure.

On the regulatory front, South Korea is considering delaying its 22% crypto capital-gains tax for a fourth time, potentially pushing implementation from January 2027 to 2029 as authorities align reporting infrastructure with the OECD's Crypto-Asset Reporting Framework. Elsewhere, hardware-wallet maker Keystone disclosed that customer names, contact details, shipping addresses and order information were exposed through its Shopify store, though private keys and recovery phrases were not compromised.

BTC briefly dipped below $80K, but bulls have held the level for now, with price recovering back above it. The broader structure remains intact, although momentum has weakened, with RSI around 42.

OI has continued to rise while price has drifted lower, suggesting new positioning is entering during the pullback, rather than leverage simply being flushed.

For now, $80K remains the key short term level. Holding it keeps the current consolidation intact, while a decisive breakdown would put the daily 200 EMA around $76K back into focus.

Total Market Cap: 2.68T
BTC Dominance: 60.0%
Fear and Greed Index: 50 (Neutral)

• Anthropic files for Nasdaq IPO under $ANT after reporting $80.7B first-half loss

• SpaceX raises $40B for AI chips as Musk warns of neocloud shakeout

• Strive buys 6,182 BTC for $511M, taking holdings to 43,000 BTC

• BitMine adds 10,452 ETH as holdings reach 6.05M ETH

• Strategy pauses Bitcoin buying and repurchases $205M of STRC preferred shares

• Aviva tokenizes share class of £22B fund on XRP Ledger with £50M investment

• South Korea considers delaying 22% crypto gains tax until 2029

• HSBC launches HKD stablecoin RedCoin for retail payments

• SoFi launches interest-bearing, FDIC-insured tokenized deposit

• Keystone customer data exposed in hardware-wallet store breach

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