October Kick-starts with Renewed Investor Interest in Crypto Market

TheCryptoTimesPublicado a 2025-10-06Actualizado a 2025-10-06

The first week of October opened with renewed investor activity across the digital asset market. Bitcoin’s record-breaking surge above $125,000, paired with a steady rise in stablecoin supply and institutional accumulation of BTC and ETH, underscored a continued appetite for crypto exposure. 

According to Lookonchain’s weekly report covering September 29 – October 5, 2025, the crypto market maintained strong momentum despite a modest pullback in decentralized-exchange (DEX) volumes. 

Bitcoin (BTC) surged past $125,000, setting a new record high. The week also saw an expansion of stablecoin supply by $5.48 billion, suggesting sustained capital inflows into the digital-asset ecosystem. 

Metaplanet, one of the largest Bitcoin treasury companies, added 5,268 BTC (approximately $603.7 million), increasing its total holdings to 30,823 BTC with an average acquisition price of $107,912. However, no new Bitcoin purchases were reported from Strategy, another prominent corporate Bitcoin holder.

Meanwhile for Ethereum, large institutional players remained active as analysts expect ETH to weigh in at a top market value. Bitmine purchased 179,251 ETH (worth approximately $821.7 million) and now holds about 2.83 million ETH valued at $12.97 billion. 

Stablecoin market continues expanding

The total stablecoin market capitalization rose by $5.48 billion during the week. On Ethereum, USDT and USDC supplies grew by $2.24 billion, while on Plasma, the same pair declined by about $716 million. The shift indicates a concentration of liquidity back to Ethereum-based venues, where institutional-grade DeFi products and yield opportunities are more established.

DEX activity softens but remains robust

Spot trading on decentralized exchanges reached $120.88 billion, down 13.86% from the prior week. Uniswap led with $28.74 billion in volume, down 0.53% compared to the previous week, followed by PancakeSwap with $21.96 billion, down 1.66% for the same period. 

Perpetual-futures DEX volume totaled $224.22 billion, marking an 8.29% weekly decline. Hyperliquid accounted for $58.92 billion (-26.83%), while Lighter posted $55.38 billion (-12.31%). Despite the decreases, aggregate on-chain trading levels remain historically high.

Market outlook and interpretation

The data suggest that capital is consolidating within established ecosystems—Ethereum for stablecoins and major DEXs, and Bitcoin for institutional reserves. While trading volumes have cooled slightly, continued accumulation from firms such as Bitmine and Metaplanet points to persistent institutional conviction even as prices reach new highs.

Further monitoring of stablecoin flows and corporate balance-sheet activity will help gauge whether the current rally represents sustained inflows or short-term positioning following Bitcoin’s record peak.

Also read: Bitcoin Eyes New High This Week as Market Optimism Fuels Rally

Mobile Only Image

Lecturas Relacionadas

Ripple’s RLUSD Lands In Mastercard’s Stablecoin Settlement Expansion

Mastercard is expanding its stablecoin settlement capabilities, adding Ripple's RLUSD alongside other regulated stablecoins like USDC and PYUSD. This move allows issuers and acquirers to settle card transactions using digital assets on various blockchains, including Ethereum, Solana, and the XRP Ledger. The enhancement introduces intraday, weekend, and holiday settlement options, aiming to provide more flexibility, especially for cross-border payments and treasury operations. Mastercard positions this as a network-level addition that complements existing processes, with initial support focused on the US and Latin America. Ripple views RLUSD's inclusion as validation for regulated stablecoins in institutional payment infrastructure, highlighting the growing demand for faster, always-on settlement.

bitcoinistHace 26 min(s)

Ripple’s RLUSD Lands In Mastercard’s Stablecoin Settlement Expansion

bitcoinistHace 26 min(s)

Fei-Fei Li's Team Clarifies the Concept of 'World Models', Sora Merely a Renderer

"World Models" has become a widely used yet confusing term in AI. To address this, a team led by Fei-Fei Li and World Labs proposed a functional taxonomy based on the Partially Observable Markov Decision Process framework. This taxonomy categorizes systems called "world models" into three distinct projections: Renderers, Simulators, and Planners. Renderers, like OpenAI's Sora and other video generation models, focus on producing photorealistic visual outputs for human perception. They prioritize visual fidelity over physical accuracy. Simulators, such as NVIDIA Omniverse, aim to compute precise future environmental states for computational tasks like engineering analysis or digital twins. Planners, like Vision-Language-Action models, take in observations and goals to output executable actions for robots or agents. The article clarifies that most current "world models," including Sora, are primarily Renderers. They generate convincing visuals but lack the core ability to simulate state transitions based on actions, a key requirement for a true world model in classic reinforcement learning definitions. This conceptual confusion has practical implications, leading to potential misalignment in technology selection, investment, and public understanding of AI capabilities. Clear categorization is crucial. It helps enterprises avoid costly mistakes (e.g., using a renderer for robot training), allows investors to accurately assess markets, and enables researchers to build comparable benchmarks. While future systems may integrate these functions, recognizing current boundaries is essential for honest assessment and progress.

marsbitHace 43 min(s)

Fei-Fei Li's Team Clarifies the Concept of 'World Models', Sora Merely a Renderer

marsbitHace 43 min(s)

From Web3 to AI Agent: Veteran Crypto VC Variant Bets $300 Million on Pivot

Variant Fund has announced the launch of Variant 4, a new $222 million early-stage venture fund. Its investment thesis has evolved from "digital ownership" to a broader theme of "sovereignty," focusing on technologies that enhance user agency—the control individuals have over their lives, assets, and identity. The firm distinguishes between mere automation and systems that genuinely empower users, emphasizing that the key question is who ultimately benefits: the user or the platform. This new framework encompasses Variant's existing investments in areas like public blockchains (Ethereum, Solana), developer infrastructure, decentralized finance (e.g., Uniswap), and consumer applications. It also informs recent early bets on projects such as Honcho (for self-custodial AI agent memory), Octet (cryptographic verification of physical location), and here.now (an "agent cloud" for owning and composing generative content). Variant's core mission remains to back founders building technologies that expand user sovereignty, moving towards an internet where users possess unprecedented agency rather than being the product.

marsbitHace 49 min(s)

From Web3 to AI Agent: Veteran Crypto VC Variant Bets $300 Million on Pivot

marsbitHace 49 min(s)

Solana Explosive Growth Pushes Its Monthly Perps Volume Beyond Prior Records

Despite bearish market conditions and price volatility, Solana is demonstrating significant strength in its derivatives market. The network's monthly perpetual futures volume has surged to a new record, exceeding $76.7 billion in May 2026—a 34% increase from the previous high. This growth reflects heightened speculative activity and trader engagement. Analysts note that perpetual contracts are becoming crucial financial primitives, with Solana positioning itself as a network for genuine on-chain price discovery and execution. Concurrently, Solana is experiencing a massive increase in stablecoin activity, processing over $79.9 billion in stablecoin volume in one week, underscoring its role as a major hub for on-chain liquidity and transactions.

bitcoinistHace 57 min(s)

Solana Explosive Growth Pushes Its Monthly Perps Volume Beyond Prior Records

bitcoinistHace 57 min(s)

Bloomberg Uncovered: How Do China's Wealthy Circumvent the Annual $50,000 Limit to Transfer Assets?

**Summary: How Wealthy Chinese Circumvent $50,000 Annual Foreign Exchange Limits** Despite China's strict capital controls, including an annual $50,000 per person foreign exchange quota, an estimated $150 billion in funds still leaves the country annually via various gray and underground channels. This report outlines the evolution of China's "capital wall" and the methods used to bypass it. **The Evolving Capital Controls:** * **Foundation (1994):** The system of "current account convertibility with strict capital account controls" was established. * **Quota Set (2007):** The $50,000 individual annual forex purchase limit was formalized. * **Crackdown Begins (2015-2017):** Following market volatility, enforcement tightened. Banks were required to scrutinize transactions, and channels like using UnionPay cards for Hong Kong insurance premiums or buying overseas property were blocked. * **Digital & Legal Upgrades (2024-2026):** Enhanced algorithms now flag suspicious patterns (e.g., "smurfing"). The Common Reporting Standard (CRS) provides Chinese tax authorities with data on citizens' offshore accounts. Unlicensed cross-border brokers have been targeted. **Five Primary Methods for Moving Capital:** 1. **Underground Banking / "Hawala" (Duiqiao):** The largest-scale method. No money crosses borders. Clients pay RMB to a domestic account; an overseas associate deposits equivalent foreign currency into the client's offshore account. Risks include high fees, account freezes, and legal penalties. 2. **"Smurfing" or "Ant Moving":** Using multiple individuals' $50,000 quotas to pool funds for one offshore recipient. Increasingly detected by anti-money laundering algorithms. 3. **Trade Invoice Manipulation:** Businesses over-invoice imports or under-invoice exports via offshore shell companies, creating a pretext to transfer excess funds abroad under the guise of trade. 4. **Channel Migration:** After a crackdown on internet brokers, funds flow toward more compliant but costly channels like major banks' cross-border wealth management services or Qualified Domestic Institutional Investor (QDII) quotas. 5. **Structural Arrangements:** High-net-worth individuals use complex, high-cost legal structures involving offshore trusts, insurance, and investment migration programs to transfer asset ownership. **Regulatory Response: Focusing on People, Not Just Money** The current strategy extends oversight from enterprises to **individual residents**. Tools like CRS allow retroactive visibility into offshore assets. Cryptocurrencies, once seen as a potential loophole, are now actively monitored and prosecuted as an illegal channel. The underlying driver remains: with significant wealth concentrated among millions of affluent households seeking diversification amid domestic economic shifts, the incentive to move assets offshore persists despite regulatory barriers.

marsbitHace 1 hora(s)

Bloomberg Uncovered: How Do China's Wealthy Circumvent the Annual $50,000 Limit to Transfer Assets?

marsbitHace 1 hora(s)

Trading

Spot
Futuros
活动图片