BTC range trading between $100,000–$105,000, currently $103,409.
ETF divergence: Bitcoin spot ETFs added $524 million, while Ethereum spot ETFs lost $107 million. Solana streak continued with a $7.98 million inflow for 11 consecutive inflow days.
De-risking backdrop: since early October many ETF trading days have seen heavy net outflows (up to $700 million).
Derivatives muted: futures open interest remains low; leverage rebuild is limited.
ETH supply: Binance ETH balances at lowest since May which is typically an accumulation signal.
Macro divergence: since Aug 11, Gold +21%, S&P 500 +7%, Bitcoin −15, pointing to non-uniformity in capital allocation.
The round brings Alpaca's total financing to $435 million and follows a $150 million Series D in January that valued the brokerage infrastructure provider at $1.15 billion.
The deal, cleared by Singapore's central bank in mid-July, gives the Japanese financial group a regulated foothold and an established customer base in one of Asia's key crypto hubs.
Brent’s war premium is back above $90, but Bitcoin isn’t flinching – tracking macro liquidity and rate expectations instead of missiles, exposing a growing gap between oil’s geopolitical sensitivity and crypto’s monetary tether.
France's ANJ move is the most direct regulatory action against a prediction market by a G7 government – and it frames Polymarket squarely as a consumer-harm problem, not a financial-market one.
