Weekly Market Report. September 26, 2025

Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.

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🔥 Top Reads

Ethereum co-founder shifts $6M of ETH, but whales bought $1.6B

Ethereum co-founder Jeffrey Wilcke seemingly still holds hundreds of millions worth of Ether across multiple wallets.

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A new chapter: SEC Commissioner Peirce urges quick progress as crypto regulation softens

SEC Commissioner Hester Peirce, also known as Crypto Mom, apologized for the agency’s past actions, which took a more critical approach to crypto than it has over the past year.

Hashdex expands Crypto Index US ETF under SEC generic listing standards

The exchange-traded fund (ETF) is the second multi-asset cryptocurrency investment vehicle approved for trading in the United States.

🚨 Important News This Week

AI

For Mistral, the Future of AI Development Will Happen Inside the Enterprise

Want to Know Your Future Breast-Cancer Risk? Just Ask AI

Alibaba Shares Surge as It Boosts AI Bet, Rolls Out New Model

Tech

Bot Networks Are Helping Drag Consumer Brands Into the Culture Wars

Running Shoes Have Evolved—and They’re Getting Even Smarter

Trump Takes Aim at Chip Makers With New Plan to Throttle Imports

Business

CleanSpark secures second BTC-backed credit line this week without share dilution

Bitcoin miner TeraWulf to raise $3B for Google-backed data center: Report

Hong Kong’s $500M HashKey Fund: How DATs could redefine BTC and ETH treasuries

Crypto

Bitcoin falls under $109K as traders brace for Friday’s $22B BTC options expiry

‘Stablecoins will save the US dollar’: Eric Trump

Ethereum flashes ‘rare oversold signal’ for first time since $1.4K ETH

🚨 Notable Companies Impressive Investments

Strategy acquired 850 BTC for ~$99.7M at an average price of ~$117,344 per BTC

Plasma launches XPL token with over $1.4B Market Cap

Tether seeks to raise $20B at $500B valuation

🔥 Top Blockchain & Crypto News of the Week

🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.

Market Leadership: Old Giants vs. Newcomers

The global top 30 companies by market capitalization reveal a striking shift in economic power, as the dominance of century-old giants is increasingly challenged by younger, technology-driven firms. Over the past three decades, these “newcomers” have stormed into the upper ranks, rapidly outpacing institutions that once seemed untouchable. This trend reflects how market leadership today is defined not by tradition or longevity, but by innovation, agility, and the ability to scale in a digital-first world.

Read more here: https://t.me/constantinkogan/1578

South Korea Turns Trading Into Esports

In South Korea, trading has taken on the competitive energy of esports, with tournaments now being broadcast in a format more commonly associated with gaming championships. Participants start with identical account balances, and victory goes to the trader who grows their capital the fastest within a set timeframe. The spectacle captures both the thrill of competition and the financial stakes of real-world markets, blending entertainment and trading in a way that underscores the cultural convergence of finance and gaming.

Read more here: https://t.me/constantinkogan/1579

Bitcoin’s October Setup

Bitcoin has settled into a range between $110,000 and $120,000 following the dramatic September 22 sell-off that saw over $1.7 billion in liquidations in a single day, a move that temporarily shook investor confidence. While the spotlight in recent weeks has shifted toward altcoins, which surged in both price and trading volume, analysts believe October may bring Bitcoin back to center stage. If U.S. inflation data comes in moderate, it could open the door for further rate cuts and increased liquidity in financial markets, setting the stage for a potential resurgence in Bitcoin momentum as capital rotates back toward the leading cryptocurrency.

Read more here: https://t.me/constantinkogan/1580

Jiuzi Approves $1B Bitcoin Treasury Strategy

Chinese electric vehicle manufacturer Jiuzi has officially approved a bold new treasury strategy that allows for up to $1 billion in Bitcoin investments. The decision marks a significant step in corporate adoption, with Jiuzi not only embracing crypto as a hedge but also signaling a broader shift in how emerging industries view digital assets. Coming from a company within one of the fastest-growing sectors in China, the move adds to the global narrative that Bitcoin is transitioning from a speculative play into a mainstream treasury asset, with corporations across industries seeking to establish early positioning.

Read more here: https://t.me/constantinkogan/1582

Aster vs. Hyperliquid: The Next Perp Battle

A fierce new rivalry is emerging in the world of perpetual DEXs as Aster positions itself as the first credible challenger to Hyperliquid’s dominance, and with Binance founder CZ backing the project, the stakes are rising quickly. Although Hyperliquid perfected the formula that made perps a powerhouse of crypto trading, Aster has re-emerged from its 2021 origins with a merger and rebrand, introducing unique differentiators such as stock perps, multichain compatibility across BNB, ETH, Arbitrum, and Solana, hidden orders, and the use of LSTs as collateral. Within just a few days of launch, Aster amassed over $1.1 billion in total value locked and $3.4 billion in daily trading volume, an impressive early momentum compared to Hyperliquid’s $6.6 billion TVL and $8.5 billion daily volume. Yet in crypto, liquidity can vanish overnight, and the true test will be retention and sustained user adoption. With the heavyweight presence of CZ and the market’s hunger for alternatives, the stage is set for one of the most competitive battles yet in the decentralized trading landscape.

Read more here: https://t.me/constantinkogan/1583

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🇰🇷 Korean Blockchain Week

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BBW25 Institutional Liquidity in Digital Assets

🤣 Meme of the Week

Best Crypto Memes of All Time: The Ultimate Compilation - 99Bitcoins

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