Chỉ số sợ hãi và tham lam
6.00% Phần trăm hàng năm
69 Tham lam
Tổng vốn hóa thị trường tiền điện tử
$2.89T
0.84%
Tổng khối lượng giao dịch thị trường
$92.52B
6.74%
Chỉ số mùa altcoin
36.36%
Phần trăm hàng quý
54 / 100
Tổng hợp đồng mở trên thị trường phái sinh
1.17B
3.30%
Hợp đồng tương lai
391.23B
6.83%
Hợp đồng vĩnh cửu

II. Industry Updates

1.

SEC proposed crypto custody rules on Oct 1 allowing limited self-custody and state trust custodians for advisers and funds, with a 60-day comment period to clarify institutional safekeeping standards.

2.

UK FCA opened its crypto authorization gateway from Sept 30; firms must apply by Feb 28, 2027 ahead of the full regime taking effect on Oct 25, 2027 under new consumer protection standards.

3.

ESMA urged MiCA revisions on Sept 30 to create a regulated service for DeFi access providers, grant powers to freeze assets and block fraudulent sites, and issue binding token classification opinions.

4.

Circle submitted its MiCA review response on Oct 1 noting only three of the top 30 stablecoins comply, urging removal of fixed bank deposit reserve thresholds in favor of liquidity-based requirements.

5.

New York DFS and Wyoming Banking signed an MOU on Oct 1 to coordinate licensing, exams and supervision for virtual currency firms operating across both states, streamlining interstate compliance.

1.

Aave (AAVE): +8.04% to $173.78 on Aave V4 Monad proposal adding tokenized credit utility and TVL holding at $17.75B.

2.

LayerZero (ZRO): +5.98% to $1.82 with 24h volume $192M, TVL $7.89B as cross-chain infra demand rises amid stablecoin settlement push.

3.

Monad (MON): +5.77% to $0.0339 after StraitsX announces XSGD/XUSD stablecoin deployment by 2027, boosting 24h volume to $108M.

Smart Money Movements

1.

US spot Bitcoin ETFs recorded $148.7M net outflows on Sept 30, ending a nine-day inflow streak totaling roughly $3.1B as Fidelity's FBTC led withdrawals with $125.6M.

2.

US spot Ethereum ETFs saw $59.6M in net outflows on Sept 30, snapping a seven-day inflow run as Fidelity's FETH lost $26.6M and Grayscale Mini ETH shed $25.5M.

3.

An early Ethereum ICO whale transferred 133,298 ETH worth approximately $356M to a new address, marking the first single transaction above $100M in four years for this dormant holder.

4.

Ripple unlocked 1 billion XRP valued near $1.49B from escrow on Oct 1 across four transactions, then relocked 700 million XRP back into escrow wallets within hours.

5.

Stablecoin banking platform Jeeves raised $110M in equity funding led by CoinFund with participation from a16z, Coinbase Ventures, GIC and Wintermute to expand stablecoin-native cross-border payments.

Events to Watch

Oct 2 (Thu)

US Sep NFP due at 08:30 ET; Eurozone Sep CPI Flash expected to show easing inflation.

Oct 2 (Thu)

DoubleZero (2Z): 1.655B tokens (~$113M) unlock, expanding circulating supply today.

Oct 4 (Sat)

OPEC+ Ministerial Meeting to review oil output policy, impacting global inflation outlook.

Oct 5 (Sun)

Ethena (ENA): 1.41B tokens (~$366M) unlock; ENA down ~9.6% ahead of supply expansion.

Oct 7 (Tue)

TOKEN2049 Singapore opens Oct 7-8 at Marina Bay Sands with 25,000+ attendees and 300+ speakers.