FOMO HOUR: A Daily Crypto & Web3 News Show

Crypto majors are mostly red down 1-5%; BTC -3% at $59.4k; ETH -5% at $1,550; SOL +1% at $68.68; HYPE -1% at $62. JTO (+12%), INJ (+9%) and VVV (+4%) led top movers. Oil even at $69.60; Gold +0.5% at $4,070. Stock futures are red as the tech selloff continues; DOW -0.1%, Nasdaq -1.1%. Strategy’s STRC hit a new low as Bitcoin got slammed again, the preferred stock sliding further as BTC broke toward 2026 lows, keeping pressure on Saylor’s funding engine. Tether flipped ETH in fully diluted market cap to become the 2nd biggest crypto after the recent ETH slide. OpenAI executives are reportedly pressuring Sam Altman to push the IPO back to 2027 based on the market’s reaction to SpaceX. Coinbase’s Base network recovered from a block-production issue that briefly halted the chain before resuming normal operation after the outage. SBI Holdings struck a $289 million deal to acquire Bitbank, creating Japan’s largest regulated crypto exchange. CoinEx denied any involvement in an alleged $38 billion Iranian sanctions-evasion scheme, pushing back on claims tying the exchange to the operation. Powered by https://myriad.markets/markets

Crypto majors are flat after a red open to the week; BTC even at $62.4k; ETH even at $1,660; SOL +1% at $69; HYPE -2% at $62. JTO (+10%), JUP (+7%) and AAVE (+4%) led top movers. Oil -2% at $71.40; Gold -2% at $4,060. Stock futures are slightly green after a big tech selloff; DOW even, Nasdaq +0.3%. Vitalik Buterin said the Ethereum Foundation will cut its budget by 40% in a major reset, landing the same day the EF confirmed a 20% headcount reduction and the resignation of co-executive director Hsiao-Wei Wang, the ninth senior figure to leave since January. BNY said FOMO is pushing asset managers into tokenized funds, with fund issuers exploring blockchain-based ETFs out of fear of missing an early foothold in tokenized finance. Chainlink teamed up with 47 South Korean and European banks on an alliance called Project Pangea, which will use stablecoins to settle multimillion-dollar currency trades between the two regions in near real time. BlackRock formally recommended a 1-2% Bitcoin portfolio allocation for investors. Brazil blocked political parties and candidates from accepting crypto donations. Powered by https://myriad.markets/markets

Crypto majors are very red this morning alongside stocks; BTC -3% at $62.3k; ETH -5% at $1,650; SOL -7% at $68.50; HYPE -7% at $62.50. DEXE (+37%), OKB (+2%) and ZRO (+2%) led top movers. Oil -3% at $73.80; Gold -1.5% at $4,140. Stock futures are very red as big Tech sells off; DOW -0.5%, Nasdaq -2.75%. The US Senate passed a housing bill carrying a four-year ban on a Fed CBDC, a win for crypto advocates who oppose a government-issued digital dollar on surveillance grounds. OKX and the NYSE formed a joint venture led by Andrew Cuomo to bridge traditional and crypto markets, aiming to give OKX’s 120 million users access to ICE futures and NYSE tokenized equities. Trump signed two executive orders accelerating US quantum computing and the shift to quantum-resistant encryption ahead of “Q-Day,” a push that also underscores the long-term threat quantum poses to Bitcoin’s cryptography. MoneyGram joined Solana as a validator, deepening its push into stablecoin payments by helping secure the network it’s increasingly building on. Bitcoin OG Adam Back has made a bet that Bitcoin will make it to $500k-$1M by 2028 and believes its market cap will eventually catch gold. Powered by https://myriad.markets/markets

Crypto majors are red down 1% after a hawkish FOMC despite stocks rebounding; BTC -1% at $64k; ETH -1% at $1,745; SOL -1% at $71; HYPE +1% at $71.80. H (+17%), ENA (+7%) and XLM (+7%) led top movers. Oil -2% at $75; Gold -2.5% at $4,270. Stock futures are green and rising with the Nasdaq up 1.4% and DOW +0.3%. Saylor’s STRC fell as low as $89.30 yesterday, marking a new low; meanwhle the Strategy X account posted how it has “32 years of dividend coverage through our BTC reserve”. The CME is suing the CFTC over their approval of perp futures in the US, allowing players like Kalshi and Coinbase to roll out the product. Mexican billionaire Ricardo Salinas Pliego, who keeps about 70% of his investment portfolio in Bitcoin, called it a better store of value than real estate. Fidelity and State Street entered the stablecoin market with compliant reserve-management funds. Moody’s launched onchain credit ratings on Solana, bringing one of the big three rating agencies directly onchain. BitGo shares popped after the crypto custodian announced a $50 million buyback plan. Grayscale said AAVE could rise to $175 (+130%) over the next year if regulatory clarity accelerates.

Crypto majors are slightly green with HYPE leading; BTC +0.3% at $73.5k; ETH +1% at $2,010; SOL +2% at $82; HYPE +9% at $62.15. XLM (+20%), DEXE (+13%), and INJ (+13%) led top movers. Oil -4% at $87; Gold +1% at $4,570. Stock futures are slightly green with the Nasdaq up 0.1%. The CEO of ICE (NYSE parent) called Hyperliquid “bigger than Nasdaq” and talked about how their institutional clients are watching price action on Hyperliquid on weekends. FalconX confidentially filed an S-1 with the SEC Thursday and hired bankers for a US IPO, making it oAne of the few crypto firms still pushing forward while Grayscale, Kraken, Ledger, and ConsenSys have all delayed listings; FalconX is a prime brokerage for institutional crypto traders, processing $1.5T+ in lifetime volume; the firm raised at a $4B valuation in 2022 and has been profitable since 2024. Meanwhile, Grayscale paused its IPO preparations Thursday and is unlikely to restart before Q4 at the earliest. Tether’s Argentine peso-pegged stablecoin USAT saw circulating supply surge more than 500% over a short window, reflecting accelerating adoption of dollar-alternative stablecoins in Argentina’s high-inflation economy. Powered by https://myriad.markets/markets

Crypto majors are red with HYPE leading; BTC -2% at $75.9k; ETH -2% at $2,080; SOL -2% at $84; HYPE +2% at $63. LUNC (+12%), SEI (+11%), and ICP (+7%) led top movers. Oil -2% at $90.7; Gold -2% at $4,450. Stock futures are green with the Nasdaq up 0.6% after Micron’s +20% day and oil falling. Trump posted that the CFTC must retain authority over prediction markets and the sector be allowed to thrive. A dark pool trader sold $1.3B in IBIT shares in a single transaction on Monday, one of the biggest single sales ever. TeraWulf acquired the Muskie Data Campus in Eastern Kentucky on Tuesday, a 285-acre hyperscale AI and HPC development site capable of supporting more than 1 gigawatt of data center capacity; WULF surged 13% on the announcement. The UK sanctioned Huobi Global S.A. (HTX) on Tuesday, part of an 18-entity Russia-focused package targeting crypto exchanges alleged to have helped Moscow move $1.5 billion. Indonesia blocked access to Polymarket on Tuesday citing gambling regulations, joining South Korea, China, and Thailand in a growing Asian crackdown on prediction market platforms. Powered by https://myriad.markets/markets

Crypto majors are flat while HYPE leads again; BTC even at $77.1k; ETH even at $2,120; SOL +1%at $87; HYPE +8% at $59.55. NEAR (+30%), FET (+12%), TIA (+12%) and WLD (+12%) led top movers. Oil -2% at $98.50; Gold even at $4,513. Stock futures are green with the Nasdaq up slightly as the US and Iran signal some peace progress. Blockchain.com confidentially filed an S-1 with the SEC Thursday for a US IPO expected before year-end, joining SpaceX, Kraken, and Grayscale in the 2026 crypto listing wave; it previously considered going public at a $14B valuation in 2022 before a 2023 Series E round reset that figure significantly lower. a16z-backed Syndicate Labs announced it is shutting down Thursday after five years building Ethereum rollup developer infrastructure, citing a structural collapse in demand for reusable rollup tooling. Terraform Labs’ bankruptcy administrator filed an amended complaint Monday alleging Jane Street used a private Telegram group called “Bryce’s Secret” (run by a former Terraform intern who later joined Jane Street) to receive non-public information about the health of TerraUSD before selling its entire $192 million UST position on May 7, 2022, hours before the stablecoin lost its peg. Powered by https://myriad.markets/markets

Crypto majors are slightly green with Hype leading; BTC +1% at $77.5k; ETH +1% at $2,130; SOL +1%at $85; HYPE +3% at $49.70. VVV (+23%), LIT (+20%), DASH (+12%) and JUP (+7%) led top movers. Oil -2.5% at $101.5; Gold -0.3% at $4,497. Stock futures are green with the Nasdaq up 0.6% ahead of NVDA earnings today. The White House teased an “imminent” update on the Strategic Bitcoin Reserve, citing progress on the legal framework. Truth Social withdrew its spot BTC ETF filing, as competition from major players like Morgan Stanley heats up. JPMorgan analysts warned that ETH and the broader altcoin market may struggle to catch up with BTC without a meaningful recovery in network activity, DeFi adoption, and real-world use cases and that ETH has been lagging since October 2025 in price and flows. TD Cowen raised its MSTR price target to $400 citing faster-than-expected Bitcoin accumulation and accretive deleveraging. Solana perp DEXs hit a record $20 billion in weekly trading volume over the past seven days, a new all-time high for the ecosystem.