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Grayscale’s Zcash Trust Draws Attention as ZEC Jumps 500% Before Halving Grayscale’s Zcash Trust is back in focus after Zcash pumped more than 500% since early October. The privacy focused cryptocurrency has climbed to about $410, driven by growing interest in digital assets that emphasize transaction confidentiality. Grayscale is still the only US listed fund giving investors direct exposure to ZEC. It currently manages $155 million in assets, and its shares trade over the counter, allowing investors to access Zcash through regular brokerage accounts without holding the coin themselves. Launched in 2017 and listed publicly in 2021, the Grayscale Zcash Trust was designed to make it easier for institutions to invest in ZEC. Each share represents about 0.0818 ZEC and carries a 2.5% annual fee. The technology behind Zcash is a big part of what’s driving renewed institutional interest. Its zero knowledge proof system, known as zk SNARKs, allows for shielded transactions that hide the sender, recipient, and amount. The network’s shielded pool now holds around 4.9 million ZEC about 30% of total supply strengthening privacy across the blockchain. Investor enthusiasm for ZEC grew after Silicon Valley investor Naval Ravikant called it “insurance against Bitcoin,” a comment that helped fuel a rally pushing ZEC past Monero (XMR) in market value. BitMEX co-founder Arthur Hayes added to the optimism, suggesting ZEC could eventually hit $10,000 and describing its recent momentum as “unstoppable.” Meanwhile, institutional investors appear to be expanding their focus beyond Bitcoin. With BlackRock dominating Bitcoin ETF inflows, many investors are exploring alternatives. ZEC is gaining traction alongside proposed ETFs for Solana and Litecoin, giving asset managers new options for portfolio diversification. Zcash’s next halving, set for November, will cut block rewards by half, following the same scarcity model as Bitcoin. The timing coincides with increased global scrutiny of privacy technologies. The U.S. Treasury recently sought public feedback on privacy tools, and the EU continues to debate its “chat control” legislation Now worth around $6.9 billion, Zcash’s comeback stands out as one of the most significant developments in the privacy focused crypto space this year. If this trend continues, Zcash’s surge may signal a new phase for privacy coins, one that balances financial confidentiality with accountability in an increasingly regulated environment.

Fed Decision + Trump–Xi = Chaos ? You feel that ! Let’s talk about what could either keep this rally rolling... or set it on fire by Wednesday Macro 🌎 We’re in a data drought thanks to the ongoing government shutdown , the macro calendar’s thinner than a 10-K footnote But what little we 'do' have this week? It’s big-league stuff. -Fed Interest Rate Decision – Wednesday The question isn’t if they’ll cut , it’s how much pain they’re willing to admit exists. A quarter point? Half? Surprise us, Jerome -Fed Chair Powell Press Conference – Wednesday Powell steps up to the mic, and half of Wall Street suddenly turns into amateur lip-readers. Every eyebrow twitch moves billions -President Trump Meets President Xi – Thursday Could this finally lead to a trade deal? Or just another round of “productive talks” followed by tariffs and tears? Hard to say. But we’ll all be refreshing Twitter anyway. Between Powell and the Trump–Xi faceoff, we’ve got equal odds of a melt-up or a meltdown. Flip a coin, hedge your bets, and keep the antacids close Oh and a quick reminder: Markets have already downgraded this year’s expectations from 'three' rate cuts to 'two' So if we get a cut this week, it could be the final one before the Fed says, “We’ve done our part , you’re on your own.” Earnings 💰 Massive. Absolutely massive! Roughly 20% of the S&P 500 reports this week. It’s like financial Super Bowl week ,if the Super Bowl had ten different quarterbacks and everyone was shorting each other. On deck: Coinbase, Strategy, Meta, PayPal, Apple, Amazon, Microsoft, Alphabet. Yeah. That lineup could move entire sectors before lunch It’s not about who beats expectations , it’s about who 'guides' the future. cause in this market, hope is the only commodity trading higher than AI stocks. Charts 📈 Bitcoin clawed its way back into “Uptober” territory over the weekend now up +1.2% for the month.Respect the hustle! But let’s be real, crypto’s still that friend who swears they’ve “changed” right before another 15% swing. Can the rally stick? Maybe. Maybe not. Either way, it’s entertaining and in this market, that’s half the point. We’ve got a week where the Fed could drop the hammer, Trump and Xi could make (or break) peace, and half the tech world could rewrite their earnings outlooks. It’s going to be loud, fast, and full of opportunities, if you can keep your head while everyone else is panic trading.

Bitcoin open interest has fallen about 30%, flushing out excess leverage and cooling off the market. With funding rates now close to neutral, there’s far less risk of another liquidation wave Between September 17 and October 3, Glassnode and Coinbase surveyed more than 120 investors both institutional and retail to get their read on where crypto’s headed next Here’s what they found! 1/ What phase of the crypto market are we in? Retail investors are staying bullish, while institutions are starting to turn cautious. 2/ What’s the biggest tail risk for crypto over the next 3–6 months? Everyone agrees on this one: macro. The main concern is an economic slowdown or full-on recession. 3/ What’s your Bitcoin forecast for the next 3–6 months? This is where things get interestin.. Most respondents expect Bitcoin to climb above $130K before March. So Whales and Institutions think this could be crypto’s “last hurrah” before a downturn and Retail believes we’re just getting started on a longer bull run. Both see macro conditions as the key risk to watch and most expect Bitcoin above $130K within the next few months. What’s exciting about that last point: a move to those levels would likely push Bitcoin above its 8 year resistance on the monthly chart turning it into new support. what do you think ? moon soon or sell everything and buy lambo ?

The semiconductor landscape today revolves around the explosive demand for AI computing. Hyperscalers are spending hundreds of billions to expand infrastructure, and nearly every part of the chip supply chain is feeling the effects , from processors to memory and cooling systems. The biggest story remains in high performance GPUs and custom silicon, where three major U.S players have taken distinct paths: one dominating, one chasing, and one struggling to stay relevant NVIDIA NVIDIA’s growth has been nothing short of extraordinary. Its revenue has soared over 50% year over year , a rare feat for a company of its scale. The firm has managed to sustain momentum despite export restrictions to China, which have limited access to a major market. The key driver remains its dominance in GPUs used for AI training and inference. Beyond raw hardware performance, the company’s real advantage lies in its software ecosystem, particularly its proprietary programming platform. This framework allows developers and enterprises to optimize workloads efficiently, making its products a near default choice for AI infrastructure While competitors are experimenting with custom chips and alternatives, demand for GPUs remains off the charts. Some investors worry the current boom could cool if infrastructure spending slows or if AI returns fail to justify costs. But as of now, the company’s valuation looks more reasonable than the hype suggests, earnings have grown even faster than the stock price. AMD AMD sits in a complex middle ground. It’s positioned as the main alternative supplier of AI GPUs but remains well behind in both market share and ecosystem maturity. The company’s recent data center chip has gained some traction, generating several billion dollars in new AI related revenue from zero just a year earlier , an impressive jump, though still a fraction of the leader’s output The main challenges are technical and cultural. Performance lags by roughly a product generation, and software support is still catching up. Its open source framework has improved, but the learning curve and lack of optimization make it harder for developers to switch. That said, even modest share gains in a market projected to reach hundreds of billions in annual spend could translate into meaningful revenue. AMD doesn’t need to dominate; capturing 5–10% of the pie would be a major success. Still, it needs to prove that customers are buying its chips for performance ,not just as a hedge against overreliance on one supplier. Intel Intel’s situation is the most troubled. Once the standard bearer for chip innovation, the company has spent the past decade losing ground , first in mobile, now in AI. Its attempts to enter the accelerator market with an in-house AI chip have underperformed expectations, missing even modest revenue targets. The larger issue is structural. Intel lost its manufacturing leadership years ago and has struggled to regain it. Its new foundry strategy aims to rebuild credibility by fabricating chips for others, but so far, there’s little customer traction. Heavy capital spending has drained cash flow, and the turnaround depends on process technologies that remain unproven at scale. Meanwhile, in its traditional businesses, competitors have eaten into its server and PC market share. The company still plays a crucial role in the global semiconductor ecosystem, but investors see it as a long-term restructuring story rather than a near-term growth one. I think the AI hardware market is still early in its cycle. The dominant player continues to lead on performance, ecosystem, and profitability. The main challenger offers potential upside if it can close the software gap. The legacy incumbent, despite deep pockets and government backing, faces the toughest road ahead. The key question for investors isn’t which company wins the quarter , it’s whether the overall AI infrastructure buildout continues at its current pace. As long as demand for compute keeps growing, all three will have a role to play, but their trajectories couldn’t be more different.

Bitcoin’s Next Move Hinges on Fed and Inflation Data After yesterday’s selloff that wiped out more than $1.7 billion in leveraged positions, crypto markets are trying to steady. Bitcoin is holding above 112k and Ethereum near 4200, as traders process one of the largest liquidations of the year. Meanwhile, equities kept climbing after the Fed’s quarter point rate cut, and gold set new record highs. The pullback came just days after altcoin enthusiasm spiked, with speculative rallies in ASTER, HYPE, and PUMP. The sharp drop, with no clear trigger, underscored how vulnerable highly leveraged markets can be. The Altcoin Season Index slid from nearly 100 to 65, Bitcoin dominance rose to 57%, and Ethereum’s share slipped to 11% all signs of capital shifting back toward Bitcoin. Despite the volatility, institutional interest hasn’t wavered. Firms like Strategy and Metaplanet are still accumulating, and last week’s spot ETF inflows suggest steady dip buying. Bitcoin is up 4% so far in September, which is typically a weak month for crypto. Traders are also looking ahead to October, historically Bitcoin’s best month, where demand for 120k–125k call options is already strong. Bitcoin has been stuck in the 110k–120k range this quarter, with volatility muted while altcoins took center stage. After yesterday’s reset and with October approaching, attention may shift back to Bitcoin. The key events this week are Powell’s remarks on Wednesday and Core PCE data on Friday . If inflation looks contained, markets could see more room for Fed cuts, adding liquidity into year-end. That may be the spark Bitcoin needs for a long awaited breakout.The first week of October brings ISM and payrolls, with data still showing a slowdown that’s gradual rather than sharp. The Citi Economic Surprise Index has turned higher, GDPNow is tracking near 3.3% annualized, and core PCE is steady at 2.9% with solid consumption. With last year’s cuts still feeding through, there’s little urgency to speed up easing beyond the recent 25 bp move. Powell’s emphasis on uncertainty has lifted yields and tempered expectations for 2025. Growth remains moderate manufacturing is holding up despite trade and labor frictions, while disinflation has slowed but not reversed. Labor markets don’t yet show signs of a rebound, and we continue to expect a bottom in early 2026. With inflation near 3%, policy is likely to stay cautious, keeping rates two way: anchored at the front end by easing bias and sticky at the long end due to supply and term premium dynamics. On the fiscal side, a U.S. government shutdown looks unlikely to have a lasting market impact beyond short-term noise and data delays. Essential services keep running, workers receive back pay, and history shows risk assets hold up during the 2018–19 shutdown, equities gained nearly 10%. For Bitcoin, which trades with elevated sensitivity to equities, such dips could be buying opportunities rather than signals to chase rallies. A strong payroll print would likely push yields up and weigh on equities, while softer data would support gradual easing and a steeper curve, creating a favorable backdrop for crypto in the weeks aheadBitcoin climbed past $125,000 over the weekend, extending its record-setting run even as institutional activity slowed and ETF inflows paused. The rally appears to be driven mainly by retail and non-institutional demand, with large holders staying on the sidelines rather than taking profits as in past breakouts. Leverage in the futures market remains high, suggesting strong bullish momentum but also raising the risk of a quick correction if sentiment shifts. In options, traders have been forced to adjust higher strike prices, signaling growing confidence that Bitcoin can sustain its upward trend through October Despite a 12% weekly jump that some see as overextended, several factors are supporting the move. Gold’s recent strength and renewed safe-haven sentiment after the U.S. government shutdown have boosted Bitcoin’s appeal, while exchange balances hitting six-year lows reinforce the scarcity narrative. Still, the next phase likely depends on whether institutional investors reengage. With last week’s $3.2 billion ETF inflow the second-largest on record markets are watching closely to see if that momentum continues or if Bitcoin settles into consolidation near its highs.\

BNB’s climb past $1,000 isn’t just another price milestone. It reflects a real shift in how investors both institutional and retail are using the Binance ecosystem. The driver here is tokenization of real world assets (RWAs), like treasuries, gold, and equities. By moving these assets onchain, BNB Chain has positioned itself as one of the most active hubs for tokenized products. BNB Chain’s Building Blocks Are Paying Off The “One BNB” architecture is more than a branding exercise. It brings together the key pieces needed for large-scale tokenization: low cost transactions through BNB Smart Chain, high throughput via opBNB rollups, and decentralized storage with Greenfield. This mix makes it easier to issue, trade, and store RWAs in a way that traditional finance hasn’t been able to replicate. The payoff is already visible. Circle’s USYC money market token is mostly on BNB. Matrixdock’s gold backed XAUm trades heavily on PancakeSwap. And a slate of projects like Ondo Finance and BackedFi are lining up tokenized equities. Together, these signal that BNB Chain’s infrastructure is working as intended and drawing real capital. The Market Is Reacting to More Than Just Tech BNB’s price surge also tracks Binance’s regulatory and legal developments. Reports that Binance is negotiating with the U.S. Department of Justice to end its compliance monitoring early added fuel to the rally. Easing regulatory pressure especially under a friendlier administration ,would give Binance more flexibility to expand its U.S. footprint. On top of that, founder Changpeng Zhao’s legal situation has shifted from liability to possible tailwind. Speculation about a presidential pardon and his potential return to the industry is creating a sense of renewed stability for Binance, which historically has been a magnet for liquidity in the crypto market. BNB’s move above $1,000 could be the start of a larger cycle. If tokenization continues to scale and regulatory risk declines, BNB has a plausible path to the $1,100 level. More importantly, it could become a bellwether for how far RWAs can push mainstream crypto adoption. BNB’s breakout combines three forces growing tokenization, actual institutional adoption, and easing regulatory headwinds. Whether or not the rally holds, BNB is becoming a test case for crypto’s next phase, where real-world assets, DeFi, and compliance converge onchain. That makes it worth watching, even for those who don’t hold the token. Not to mention bnb pump shows retails are back in market and the game is on

What’s Moving Markets This Week Crypto is full of noise, but there are signals worth paying attention to. Here are the key events on our radar: 🌎Macro It’s a busy week for economic data and Fed decisions: Tuesday: August retail sales data , a check on how US consumers spent last month. Wednesday: Fed interest rate decision , markets expect a 0.25% cut. Wednesday: FOMC press conference , Powell’s tone and comments will shape expectations for future moves. Wednesday: Fed dot-plot projections , insight into how many cuts Fed officials see coming this year and next. Thursday: Initial jobless claims , fresh data on unemployment filings. While the rate cut will grab headlines, Powell’s remarks and the dot plot are just as important for gauging the Fed’s outlook. For reference, CME’s FedWatch tool is currently pricing in three 0.25% cuts in 2025. 💰Earnings Bullish ( BLSH ), the crypto exchange and media company, will report its first earnings as a public company. Strong results from firms like this tend to boost Wall Street’s appetite for crypto exposure and more capital flowing in usually helps the market. the chart look insane thanks to all IPO investors so the report can be a good reason for bounce back or more drama 🏛️Government On a related note, Trump has floated the idea of replacing quarterly earnings reports with bi annual ones. The goal ? push both companies and investors toward a longer term approach to growth. he also said : “Smart people don't like me, you know? And they don't like what we talk about." Why? just check TRUMPUSDT & WLFIUSDT (tip of the iceberg)Why the Fed’s September Decision Matters for Every Asset Class The Fed is expected to kick off its next round of rate cuts tonight, with markets fully anticipating a 25 basis-point move that would bring the policy rate down to 4.00–4.25%. Because the September cut has been well signaled, investors are now focused on the Summary of Economic Projections to gauge how quickly and how far the Fed plans to ease through 2026. Markets currently expect three cuts in 2025 and another three in 2026. Powell’s press conference should offer more detail on the near-term path. Investors see this as a “just right” scenario six cuts over two years, striking a middle ground between caution and aggression. If the Fed’s dot plot matches this view, it could keep financial conditions supportive for risk assets. Any surprise, though, could upset that balance and force investors to reassess the odds of tighter policy or a slower response to weaker growth. Beyond the projections, Powell’s tone will matter. If he emphasizes inflation risks, it would suggest a slower pace of cuts, especially with price pressures creeping up, tariff uncertainty, and ongoing geopolitical tensions. The labor market has been the only area showing steady weakness over the past year. Crypto has been lagging equities since August. Even if the Fed delivers exactly what’s expected tonight, digital assets may still trail stocks despite easier liquidity conditions.just a normal correction in Sep more dips , more pumps

Gold remains close to its all time high of $3,670, buoyed by last week’s weaker U.S. jobs report. Bitcoin, often referred to as “digital gold,” is still consolidating around $113,200. However, the Bitcoin to Gold ratio is sending an interesting signal. Historically, wen the ratio hit resistance, gold tended to continue its advance while Bitcoin found a bottom. This pattern played out in 2015, 2020, and 2022 Currently, after bouncing off support at 0.026 in August, the ratio is again testing the upper boundary of its channel near 0.041. If history repeats, Bitcoin could be in the process of forming another bottom, laying the groundwork for the next significant rally. Cyclical dynamics further reinforce the potential for a breakout in Bitcoin, similar to previous bull markets. Gold’s Next Test This week’s inflation releases will be key in determining whether gold can maintain its strength. Important U.S. data and forecasts (SGT): Sep 10 (Wed): PPI (Aug MoM: 0.3% est., 0.9% prior) Sep 10 (Wed): Core PPI (Aug MoM: 0.3% est., 0.9% prior) Sep 11 (Thu): CPI Headline (Aug MoM: 0.3% est., 0.2% prior) Sep 11 (Thu): CPI Headline (Aug YoY: 2.9% est., 2.7% prior) Sep 11 (Thu): Core CPI (Aug MoM: 0.3% est., 0.3% prior) Any upside surprise in CPI or PPI could weigh on gold’s rally. Seasonal trends also lean softer: over the last 24 years, August CPI outcomes were split evenly (10 unchanged, 7 higher, 7 lower), while Core CPI skewed slightly weaker (8 unchanged, 7 higher, 9 lower). The bias tilts toward the downside, though today’s environment differs since tariffs are now a factorcommodities posted strong gains, driven by a rally in both precious and industrial metals. Silver surged 14.5%, gold climbed 10.2%, and copper advanced over 10%, reflecting increased investor demand amid rising trade uncertainty and robust industrial activity, particularly in China

Why Monetary Easing Could Fuel Bitcoin’s Biggest Rally Yet Markets are entering a pivotal stage as investors increasingly anticipate more aggressive action from the Federal Reserve. Following weaker than expected labor data, futures markets shifted from pricing in just over two rate cuts this year to nearly three. This signals a growing belief that the central bank is lagging behind the evolving economic reality The challenge is twofold. Inflation, while still present, is being viewed by markets as largely transitory. The more pressing concern is the labor market, where weakness is harder to reverse once it takes hold. In response, additional rate cuts are seen as not only justified but necessary to prevent deeper economic slowdown. If policy eases further, the impact could be substantial across several sectors. Mortgage rates currently elevated due to an unusually wide spread over long term Treasury yields could fall sharply, possibly by more than a full percentage point. That would provide much needed relief to the housing market, which has been stifled by high borrowing costs despite strong underlying demand. At the same time, business sentiment, as measured by confidence indices, has been weak for an extended period. Lower rates could help reverse that trend, unlocking investment and growth opportunities. For risk assets, the implications are striking. Cryptocurrencies, which are highly sensitive to monetary policy, stand to benefit from any confirmed easing cycle. Bitcoin, currently around $112,000, could see a sharp rally if policy shifts align with seasonal trends. Historically, the final quarter of the year has been a strong period for crypto, and a move toward $150,000 by year end is not out of the question. Ethereum and other assets tied closely to broader market sentiment could also ride the wave higher. Equities tell a similar story. While the market has posted respectable gains year2date, overall sentiment remains surprisingly cautious, with many investors bracing for downside risk. Ironically, such skepticism often sets the stage for upside surprises, particularly if liquidity improves and fundamentals stabilize. The months ahead will be shaped by how decisively the Federal Reserve moves to address weakening labor conditions. Easing financial pressure could revive housing, restore business confidence, and fuel risk assets For investors, the setup into year end suggests a landscape of opportunity where skepticism collides with stimulus, and the potential for a strong rally remains firmly on the table.Sharks Accumulate 65,000 BTC: On-Chain Metrics Point to Supply Pressure Recent Bitcoin activity underscores a clear split between short-term speculators and large, conviction-driven investors. Wallets holding 100–1,000 BTC often referred to as “sharks” have scooped up 65,000 BTC over the past week, pushing their collective holdings to an all-time high of 3.65 million BTC. This steady accumulation comes despite prices hovering near $112,000, reflecting a widening gap between retail-driven swings and longer-term demand forces. Long-Term Holders in Accumulation Mode The Long-Term Holder (LTH) Net Position Change, which measures monthly balance shifts among seasoned investors, has flipped sharply positive. These green signals indicate that coins are being absorbed by long-term holders instead of sold. Historically, such phases often precede major bullish moves, as supply consolidates into stronger hands unlikely to react to short-term volatility. Exchanges See Continued Outflows Exchange Netflow data reinforces the trend. Persistent net outflows—BTC withdrawn from trading platforms show that investors are opting for cold storage over liquidity. This pattern supports the LTH absorption narrative, highlighting that shark accumulation reflects real supply removal rather than speculative churn. The mix of shark buying, LTH accumulation, and exchange withdrawals sets the stage for a potential supply squeeze. While short term pullbacks may occur if leverage builds up in derivatives markets, the broader structural picture points toward higher prices once demand strengthens. Beneath the surface volatility, conditions for Bitcoin’s next major rally appear to be taking shape.Crypto markets appear to be regaining momentum after last week’s CPI related volatility. While the data confirmed some tariff driven inflation pressures, the absence of major shocks gave risk assets room to rebound. In digital assets, bearish hedges were quickly unwound, with traders shifting to more bullish setups. Institutional participation has picked up significantly. Bitcoin spot ETFs logged five straight sessions of strong inflows, and Ethereum recorded its largest inflow in two weeks on Friday even after the SEC postponed its ruling on staked ETH ETFs earlier in the week. The trend spread to XRP and Solana, both of which advanced despite Franklin Templeton’s ETF decisions being delayed. For layer-1 tokens, the postponement was interpreted as a matter of timing rather than rejection. With pro-crypto regulator Paul Atkins now chairing the SEC, investors seem to be positioning in higher-beta assets ahead of approvals increasingly seen as inevitable. Meanwhile, altcoins have moved into the spotlight as BTC consolidates in a range. CoinMarketCap’s Altcoin Season Index has reached 72, and the total altcoin market cap climbed to $1.73 trillion both the highest levels in three months. A potential move toward $120k in Bitcoin, historically a key rotation threshold, could amplify this momentum. Even so, BTC’s rebound from September’s lows near $107k, while steady, remains capped. The Fed’s near-term stance looks predictable, but persistent core inflation and weak labor data could complicate the broader picture if they continue. Until clearer signals emerge, markets may remain in a holding pattern before the next decisive move.

M is 300% up since our first call so lets see how funny is this meme coin MemeCore isn’t your average “dog coin with vibes.” It’s a full on Layer1 blockchain built to give memes a career upgrade. Instead of being just internet jokes, memes here get to earn paychecks through a new consensus model called Proof of Meme (PoM). Yes, you read that right you can basically get rewarded for being funny on chain. Imagine Doge, but with a LinkedIn profile! At the heart of MemeCore is MemeX, a no code launchpad where anyone can spin up their own meme token in minutes. Gas fees, staking, governance, and even ecosystem rewards all run on $M, kinda like PumpFun.. Think of it as a meme factory, but instead of cranking out knock-off SpongeBob gifs, it creates entire token economies and pays you to keep the culture alive. The market performance has been just as wild as the memes it’s built on. $M recently touched an all time high of about $1.75 and is now hovering around $1.73 with a market cap near $1.76B. It’s up 140% in a week, which is great news if you like rocket emojis 🚀, but remember, meme coins can also nosedive just as fast. The fully diluted valuation sits at a spicy $17B, meaning token unlocks could hit really hard So what’s the vibe? MemeCore is trying to graduate memes from “silly internet assets” into full-blown cultural currencies. If it works, $M could be the first meme coin to actually justify its existence beyond hype. If not, well… at least we got some good memes along the way. Either way, this coin is pure high risk, high reward chaos , perfect for degens who believe that internet culture really can move markets