BTC reclaimed support at $110,000 and trades near $111,200 after a modest intraday lift; ETH edged toward $4,000.
Spot flows mixed: Bitcoin ETFs recorded a $20.33 million net inflow (BlackRock IBIT led with $108 million). On the other hand, Ethereum ETFs saw another day of outflows worth $128 million.
Long-term holders are still distributing, however, the Dolphin cohort (100–1,000 BTC) now holds ~26% of supply and remains the marginal buyer.
Elevated open interest can amplify volatility with key liquidation clusters sitting above $114,000.
Macro shock: U.S. government shutdown enters day 24; ADP suspended data sharing to the Fed, with policymakers facing an unprecedented information vacuum ahead of the October FOMC.
The Solana-based yield protocol has $500 million in liquidity and a delta-neutral strategy with four and a half years of trading history – but its CEO's bigger argument is about what most DeFi investors still fail to check before they deposit.
With $7 billion in stablecoin settlement already flowing through its network and new tools for AI agent authentication, Visa is positioning itself as the trust layer for an increasingly autonomous commerce landscape — without requiring banks or merchants to replace their existing systems.
The funding round — at a $2 billion valuation — is one of the largest institutional blockchain bets in years, and the participant list reads like a consensus view that Canton has won the privacy-preserving infrastructure race for regulated markets.
