• Liquidity quake: BlackRock fired off a stealthy 12 k ETH deposit (~$48.6 M) to Coinbase while a whale gorged on $255 M in BTC/ETH longs after Trump confirmed an Oct 31 summit with Xi—only to flip $76 M short soon after . Capital sprints like a mythic river.

• Bitcoin’s pendulum: BTC roared back above $110 K after a $103 K scare on whispers of Fed cuts, QT ending and a U.S.–China thaw. Chartists see bull flags toward $135 K–$230 K; prediction markets still price a ~60 % chance of a $100 K retest —volatility is the canvas.

• DeFi surge: TVL jumped 40.2 % to $161 B; stablecoins up 18.3 % to $287.6 B as L2s like Arbitrum and Optimism draw retail and USDe rockets 177.8 %. Perp DEX volumes rival CEXs, but sustainability demands more than liquidity mining .

• Fusaka’s lift‑off: Now live on Sepolia and heading to mainnet in December, this upgrade raises the block gas limit to 60 M and introduces PeerDAS so validators sample data instead of downloading everything—slashing fees for L2s .

• Regulatory crosscurrents: The GENIUS Act invites U.S. credit unions into stablecoins but warns of illicit finance ; the Bank of England floats £10 k–£20 k caps to avoid bank runs ; China ordered Ant & JD.com to shelve plans. Guardrails tighten.

• Solana’s retail storm: Its DEXs captured 48–50 % of decentralized trading, with Jupiter handling ~70 % . Ethereum still rules big‑ticket trades , but Solana’s ~17 k devs and 62 % growth suggest a challenger .

• Accumulation saga: DeFi Dev Corp bought 86 ,307 SOL ($9.5 M), lifting its stake to 2.19 M ; BitMine amassed 104 ,336 ETH ($417 M), growing its trove to 3 M ETH—about 2.5 % of supply . Institutional hunger is a gravity well.

• Meme mainstream: 21Shares amended its S‑1 for a spot Dogecoin ETF (TDOG) and will seed it with $1.5 M in DOGE ; approval could sling DOGE toward $0.29 . Memes are entering regulated portfolios.

• AI & feuds: Agentic AIs now shop and pay for us on DAG‑based rails with sub‑second settlement ; secure key management and zero‑knowledge attestations are essential . The ASI Alliance is imploding after Ocean minted 719 M tokens and swapped 286 M FET, prompting Binance to halt deposits .

• Narrative whiplash: Elon’s Floki tweet triggered a 28.8 % intraday pop before memecoins tumbled, wiping ~40 % of the sector . Stories move markets—Trump’s praise of Xi moved whales, and fear of missing out still fuels and burns fortunes .