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  • Helius launches Solana treasury, Strategy invests in BTC, PSE rebrands, Base network native token.

Helius launches Solana treasury, Strategy invests in BTC, PSE rebrands, Base network native token.

Polkadot DAO cap DOT supply, Stocktwits partnered with Polymarket, Google drops payments protocol for AI agents, LimeWire purchases Fyre Festival’s trademark w Post

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AlphaTLDR
October 08, 2025

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Crypto’s been busy, headlines are hitting hard. Don't worry we got you. The market has been brewing, here's what's currently happening:

Helius (Nasdaq) launches a $500M Solana treasury, one of the largest to date. Will scale holdings over 12–24 months, exploring staking + lending opportunities. Backed by Pantera, Summer Capital, Animoca, HashKey and others.

Strategy (ex-MicroStrategy) bought 525 BTC for $60M, averaging $114.5K/BTC. Total holdings now stand at 638,985 BTC (~$73B), whichs is over 3% of total supply. They funded this via perpetual preferred stock programs under its $84B “42/42” plan.

Ethereum Foundation rebranded its PSE program as Privacy Stewards of Ethereum and unveiled a roadmap. The plan focuses on private writes, reads, and proving to make privacy a first-class feature. ETH trades near $4,500, consolidating after recent gains, with resistance around $5,000.

K9 Finance offered a $23K bounty to the attacker behind the $2.4M Shibarium bridge exploit, urging return of funds. The hack used validator key access and a flash loan to drain assets, forcing Shibarium to pause staking functions. SHIB, KNINE, and BONE tokens all dropped sharply following the exploit.

Coinbase-incubated Base network is “beginning to explore” launching a native token, Jesse Pollak announced at BaseCamp. The team stressed there are no definitive plans yet, marking a shift from Coinbase’s earlier stance of no token. Pollak also revealed Base is expanding access to Solana assets via an open-source bridge.

Polkadot DAO has voted to cap DOT supply at 2.1 billion, replacing its unlimited issuance model. The change introduces a two-year inflation schedule, curbing the annual 120M DOT minting. By 2040, supply will be ~1.91B vs ~3.4B under the old system, tightening tokenomics and boosting scarcity.

Stocktwits has partnered with Polymarket to bring real-time prediction odds to its 10M users. Traders will now see probabilities for events like earnings beats alongside community discussions. The move pushes prediction markets further into the retail investing mainstream.

Native Markets has officially claimed Hyperliquid’s USDH stablecoin ticker after a heated community vote. The project will soon launch USDH with testing capped at $800 per transaction before wider rollout. The contentious bidding war sparked debate, with critics alleging favoritism and questioning the future of stablecoin competition.

Google dropped an open-source payments protocol for AI agents, with stablecoin support. Built with Coinbase + 60+ firms, it lets agents move money via card rails and crypto rails. This could make machine-to-machine commerce a reality.

LimeWire has purchased the Fyre Festival’s trademark, logo, and social accounts for $245K and plans a Web3 revival powered by its LMWR token. The infamous 2017 fiasco’s founder Billy McFarland will not be involved in the new project.

🪙Bearish or Bullish

Market Overview

Markets remain in a state of quiet anticipation as the U.S. government shutdown continues into its second week, delaying key labor reports. Outside of the JOLTS report and a weaker than expected ADP print, macro signals have largely gone quiet, and for now, that silence is being interpreted by markets as “no news is good news.”

Despite weak labor signals, equities and crypto are pushing into all-time high territory, reflecting the greedier and more explosive nature of this late-phase cycle. If this is truly the final phase, it could mirror prior cycles as price climbs a wall of worry and transitions into a rocket ride of price discovery. We don’t know how long the fuel will last, but this is historically when things get wild.

BTC/USD

Last week we emphasized the importance of holding $112K and breaking above the key resistance zone between $116,800–$117,960 to open the path toward all time highs and price discovery.

That exact move played out. On Friday, BTC surged to $123,300, and by Sunday, price entered uncharted territory, printing a new local high at $125,725. The weekly close came in strong, marking a 10% gain, and the momentum has carried into this week with BTC setting a fresh ATH at $126,272 (at the time of writing).

With Q4 just beginning, BTC is wasting no time. While a pullback wouldn’t be surprising, price is now comfortably above the 4H FibMa Yellow Band (~$120,764), which will act as key short term support if we retrace.

If the rally accelerates further, the Orange Band (~$134,182) will be the next area to watch for short term exhaustion or cooling.

BTC BB Levels (Bull/Bear)

  • HD: $131,036

  • H4: $125,628

  • BB: $123,519

  • L4: $121,433

  • LD: $116,050

ETH/USD

ETH mirrored BTC’s strong performance last week, closing up 9%, and has re-entered the critical resistance zone between $4,600–$4,956, the area that must be cleared for new all-time highs and price discovery.

What gives added confidence here is the consolidation structure that formed just beneath this zone, typically a bullish setup when paired with a strong reclaim. If ETH can hold above the Yellow Band (~$4,488) on the weekly FibMa and begin showing sustained separation from it, the next macro target becomes the Orange Band near $7,480.

As mentioned several months ago, I believe ETH will likely find its cycle top near either the Orange Band or Red Band on the weekly FibMa, factoring in diminishing returns and historical extensions.

ETH/BTC

ETH/BTC continues to respect the medium term range between 0.036 and 0.04324, and recent price action suggests we may be approaching the inflection point.

BTC has dominated in recent weeks, but ETH has held its ground well, and I believe we are very close to a macro trend shift. Once ETH breaks its macro downtrend against BTC, I expect it to take back market leadership and reassert ETH Season more definitively.

Broader Altcoin Market

For several weeks, we’ve discussed that Alt coin accumulation is likely over, but with the idea that we were given an “overtime” phase of accumulation for altcoins, a rare opportunity to enter late with decent risk to reward. I now believe that phase is effectively over.

From here, gears need to shift toward defense: focus on breakout trades, take profits aggressively, and manage risk with clear exit plans.

There is still a case to be made for high risk entrants waiting for the ETH/BTC macro downtrend to break before declaring alt season officially on, but that’s a tight window, and trying to time it perfectly adds unnecessary exposure for most participants.

Whether you’re in or on the sidelines, having a strategy matters now more than ever. Entering blindly without structure is a recipe for getting stuck during peak cycle volatility.

Macro News

The ongoing U.S. government shutdown has delayed key labor market reports, including most of last week’s prints aside from ADP (which came in very soft). This week, we expect similar delays depending on how long the shutdown lasts.

That said, the Fed is unaffected by the shutdown, and its guidance will continue as scheduled.

Wednesday

  • FOMC Minutes

Thursday

  • Initial Jobless Claims

    • Expected: 223K

    • Prior: 218K

  • Continuing Claims

    • Expected: 1.93M

    • Prior: 1.926M

  • Fed Chair Powell: Welcoming remarks at the Community Bank Conference

    Final Thoughts

    BTC is already in price discovery. ETH is knocking at the door. And altcoins are shifting from accumulation to breakout phase.

    We’re at the part of the cycle where things accelerate quickly. Emotions run high, volatility spikes, and greed begins to overshadow fear. That’s not a red flag, it’s typical. But it’s also when clear headed execution matters most.

    Stay disciplined. Watch your levels. And remember: there’s still time left in this cycle, but we’re in the ENDGAME =]

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