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View in browser Issue #13 · October 5, 2026 |
Bitcoin gained 2.4% over the week, while the market excluding Bitcoin fell 1.8% and Bitcoin’s market share rose to 57.7%. That uneven backdrop calls for caution around token-specific catalysts. Tomorrow’s CLOUD burn is the nearest event; NEAR’s issuance vote and FIL’s approaching vesting end also deserve position-risk checks.
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BTC
$85,271
+2.4% 7d
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ETH
$2,696
+1.4% 7d
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Market ex-BTC
$1.27T
-1.8% 7d
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BTC Dominance
57.7%
+1 pts 7d
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Trade crypto on Bybit
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Tomorrow · 06 Oct · Tokenomics
25% Supply Burn |
HIGH
7.5
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| PRICE | −65% vs 12m high
Mid-range over 3 months
30d +108% |
| SECTOR | Liquid Staking Governance Tokens
30d +53% |
For CLOUD holders, tomorrow’s scheduled 25% supply burn comes amid a 29.8% weekly decline, despite a 108% monthly gain. At $0.0602, price is below the $0.0644–$0.0647 lows recorded on October 4 and September 28, weakening the recent trading floor. Confirm the burn actually occurs and monitor completed daily closes: recovering that floor would ease immediate pressure, while regaining the September 29–October 1 trading area around $0.0722–$0.0723 would improve the assessment further. If weakness persists, chart support at $0.0374 is roughly 38% below current price—not a forecast, but a substantial remaining risk.
By 11 Oct · Tokenomics
Issuance cut vote |
HIGH
7.5
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| PRICE | −7% vs 12m high
Near the upper end of its 3-month range
30d +130% |
| SECTOR | Layer 1 (L1)
30d +10% |
If already holding NEAR, consider taking some profit on a rally toward $5.57 that fails to hold above it. That level marked the September 27 high; NEAR is now $5.00 after gaining 130% over a month versus roughly 10% for its sector, then losing 8.8% this week. The recently announced issuance proposal could reach a vote by October 11, but approval would start a 24-month reduction rather than an immediate supply cut. A sustained daily close above $5.57 would change the profit-taking assessment, with $6.20 the next checkpoint. Recent daily ranges have often been wide, so an intraday touch alone is insufficient.
In 10d · 15 Oct · Tokenomics
Vesting Program Ends |
HIGH
8.0
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| PRICE | −68% vs 12m high
Near the upper end of its 3-month range
30d +40% |
| SECTOR | Storage
30d +28% |
FIL holders should watch for a completed daily close below $0.9845, the October 2 low defining the bottom of its recent trading range. That would signal the range has failed and bring $0.8584 support into focus. At $1.09, FIL remains below $1.13, which it closed beneath on September 28. A daily recovery above $1.13 followed by holding it would ease this concern; $1.23 would then be the next checkpoint. The October 15 vesting end cuts gross issuance roughly 75%, but this long-standing announcement does not establish fresh demand. Recent intraday ranges often span roughly 3–9%, so distinguish a temporary dip from a closing breakdown.
| By 11 Oct | HIGH | |
A top-10 tier-1 exchange will reveal its locked-in AIC listing. The reveal is expected by October 11; this is not a confirmed trading-start date. |
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| By 20 Oct | HIGH | |
Elysium’s mainnet launch is expected by October 20, following a four-week public test run beginning with the September 22 testnet. |
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| 21 Oct | HIGH | |
Velodrome and Aerodrome upgrade together into Aero, launching on OP Mainnet and Ink. VELO emissions and voting remain active on those chains until launch. |
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| 21 Oct | HIGH | |
Aero launches across Base, Ethereum Mainnet, Arc, OP Mainnet, Ink, Robinhood Chain and Arbitrum. |
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| 23 Oct | HIGH | |
The REXShares and Osprey Funds Staked SEI ETF filing is set to become effective; this does not specify a trading launch. |
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| Q4 2026 | HIGH | |
Pharos plans mainnet proof-of-stake staking and Gas Sponsorship, DeltaTrie and PaymentChain SPN testnet launches as part of its agent-native rollout. |
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| Q4 2026 | HIGH | |
Midnight’s v9 upgrade brings contract composability, token-standard events, contract-to-contract calls, account abstraction and the shared-liquidity Offer File system. |
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| Jun 2027 | HIGH | |
Apex Group commits to tokenizing $100 billion in assets on T-REX by June 2027, with Zama supplying the confidentiality layer. |
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| Q2 2027 | HIGH | |
SMBC Nikko and Nethermind are building DeFi Gateway for Japanese investors on Uniswap v4, supported by Uniswap Labs, Base and Nyx Foundation. |
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