News linked to both this project and an event.
According to Trader T (@thepfund), total net inflows into Bitcoin spot ETFs amounted to $528.41 million yesterday, bringing the monthly cumulative net inflow to $463.3 million, with the year-to-date cumulative net inflow for 2026 reaching $1.39 billion. • BlackRock IBIT: Net inflow of $235 million • Fidelity FBTC: Net inflow of $212.71 million • Grayscale GBTC: Net inflow of $32.59 million • Bitwise BITB: Net inflow of $19.23 million • ARK ARKB: Net inflow of $9.79 million • Grayscale Mini Trust BTC: Net inflow of $8.21 million • Franklin EZBC: Net inflow of $7.31 million • Valkyrie BRRR: Net inflow of $3.57 million • VanEck HODL, Morgan Stanley MSBT, Invesco BTCO, WisdomTree BTCW: No inflows or outflows.
According to on-chain analytics platform Lookonchain (@lookonchain), whales continue to accumulate BTC. On October 22, four newly created wallets received 1,127 BTC (approximately $93.45 million) from market maker Wintermute.
Odaily reports: According to on-chain analyst Yu Jin's monitoring, the whale/institution that sold BTC to buy ETH sold another 246.2 BTC in the past day, worth $20.36 million, and bought 10,636 ETH. Since the 11th, this whale/institution has sold a cumulative 1,847.3 BTC over 11 days, converting to 153 million USDC, and then buying 63,731 ETH at an average purchase price of approximately $2,400.
Odaily reports: Bitfinex stated that despite repeated downward pressure, Bitcoin has continued to hold the lower end of its range, and BTC is expected to remain range-bound between $81,300 and $84,400 ahead of the Federal Reserve's FOMC interest rate decision on October 28. If the price tests the upper boundary of the range, short-term traders taking profits could introduce some selling pressure.On the market data front, spot Bitcoin ETFs saw net inflows of $526.7 million on October 19, indicating somewhat stronger spot demand, but BTC price is still fluctuating narrowly between $81,724 and $83,470 and remains below the average cost basis of ETF investors at $84,333. Meanwhile, futures open interest on major exchanges has rebounded 4.2% from its October 12 low to 645,410 BTC, and funding rates are normalizing, suggesting leveraged long positions have recovered somewhat.In the options market, notional open interest for options expiring on October 23 stands at $1.23 billion, with the max pain point at approximately $82,000; monthly options expiring on October 30 total $11.2 billion, with a max pain point of $76,000. On-chain data shows that the $82,224 cost basis range added approximately 145,000 BTC, while the $80,353 cost basis range shed about 62,000 BTC, indicating some holdings are migrating toward higher cost basis ranges. The short-term holder SOPR is approximately 1.003, and the share of profitable supply is around 70%.
Odaily reports: Lookonchain posted on X platform that on October 21, Bitcoin ETFs recorded a single-day net outflow of 403 BTC, approximately $33.88 million; over the past 7 days, there was a net inflow of 2,528 BTC, approximately $212 million. Ethereum ETFs recorded a single-day net outflow of 12,700 ETH, approximately $31.42 million; over the past 7 days, there was a net outflow of 155,100 ETH, approximately $384 million.
that, according to monitoring by on-chain analyst Ai Yi, the whale rotating from UBTC into ETH converted BTC into 3,038.73 ETH through three addresses in the past hour, worth $7.5 million; since October 11, the cumulative rotation has exceeded 46,100 ETH, with the amount surpassing $115 million, at an average rotation price of $2,513.11.
Coinbase Institutional posted that chip stocks have fallen by double digits over the past two weeks, marking the second significant decline since June, but Bitcoin has shown stronger resilience both times. According to the institution, the market no longer views Bitcoin as a high-leverage proxy for tech stocks, and the correlation between Bitcoin and tech stocks may be changing.
Bitcoin's 28-day volatility has fallen to 1.2%, close to its lowest level since 2026, reflecting subdued trading activity in the current market. K33 analysts expect Bitcoin market volatility to pick up as next week's Federal Reserve interest rate decision and the U.S. midterm elections on November 3 approach. (The Block)
CryptoQuant analyst Axel Adler Jr. stated that the unrealized profits of large short-term holders have fallen from $9.8 billion on September 22 to approximately $4.6 billion on October 20, decreasing by about $5.1 billion over a month, a drop of 53%. This does not mean that whales sold more than half of their holdings, but rather that the unrealized gains on their current BTC positions have significantly narrowed.
据链上分析师 Ai 姨（@ai_9684xtpa）监测，自 3 月 11 日起建仓 80,157.67 枚 ETH 的巨鲸，4 小时前疑似抛售 75.03 枚 WBTC 和 KBTC，价值约 620 万美元。这部分代币的提出均价为 78,068.55 美元，若卖出预计获利 34.6 万美元。 链上数据显示，该巨鲸此前于 3 月 11 日至 14 日四天内累计从交易所提出 80,157.67 枚 ETH，总价值约 1.67 亿美元，平均提出价格 2,078.89 美元。目前这批 ETH 浮盈约 3,079 万美元，暂未减仓。
Odaily reports: JPMorgan Asset Management has for the first time incorporated Bitcoin into its long-term capital market assumptions, projecting an annualized return of approximately 10% for Bitcoin over the next decade, with the potential to outperform stocks, bonds, and gold. However, the forecast also assumes an annualized volatility of 55% for Bitcoin, more than three times that of U.S. large-cap stocks.JPMorgan believes that gradually improving regulatory frameworks and continued enhancements in market liquidity and price discovery mechanisms could further drive Bitcoin's acceptance in traditional financial markets. Looking ahead to the next decade, technological innovation in areas such as artificial intelligence, robotics, healthcare, and space, along with approximately $15 trillion in global capital expenditure growth, are also expected to drive economic growth and asset returns.Analysts noted that the correlation between Bitcoin and other assets is unstable, making it currently unsuitable as a diversification asset in balanced portfolios. As a result, the firm has not yet included it in its main portfolio models. If Bitcoin's volatility continues to decline and its correlation with other assets stabilizes in the future, its value for portfolio allocation could increase. (Bloomberg)
According to monitoring by Lookonchain, the wallet address of Irish drug trafficker Clifton Collins, who was previously rumored to have lost his private keys, has seen fund transfers resume after lying dormant for over 10 years. The address has deposited 500 BTC (worth approximately $41.52 million) into Coinbase Prime, following a period during which roughly 6,000 BTC under his ownership were inaccessible.
加密分析师 Darkfost 表示，比特币当前处于投资者信心不足的阶段，市场盈利正在小幅恢复，但尚不足以让持有者普遍处于明显盈利状态并推动价格进一步上行。数据显示，在剔除持有时间超过 10 年的 BTC 后，当前约 53.8% 的供应处于盈利状态，此前该比例曾短暂升至 60% 以上。Darkfost 认为，这一指标围绕 50% 的中性水平波动属于正常现象。
According to CoinDesk, the cryptocurrency market has pulled back amid declines in Asian stock markets and rising crude oil prices, with Bitcoin dropping approximately 1.1% over the past 24 hours to around $81,466. Analysts at QCP Capital noted in a Monday report that further weakness in the stock market could dampen demand for Bitcoin, and if the broad deleveraging trend in equities continues, it could spill over into the cryptocurrency market and threaten the $80,000 support level.
Odaily report: According to XWIN monitoring, Bitcoin on-chain data reveals a divergence between whale behavior and the spot market. Large holders holding 1,000 to 10,000 BTC have seen their 60-day net accumulation shift from a decrease of 62,600 BTC to an increase of 5,230 BTC, with major whales shifting from distribution to accumulation.Binance's USDT reserves have increased from approximately $790 million to $1.76 billion. US spot buying has not increased in tandem, with the Coinbase Premium Index at approximately negative 0.1416% and exchange net inflows of 8,428 BTC per week. STH-SOPR is approximately 0.9982, with short-term holders still near the break-even point and selling at small losses.XWIN stated that the market's underlying structure is improving, but a sustainable rebound still requires stronger spot demand. XWIN suggests monitoring whether the Coinbase Premium Index, exchange net flows, and STH-SOPR can rise above 1.
Odaily reports: Crypto analyst Darkfost published a post on X outlining the evolution of JPMorgan CEO Jamie Dimon's attitude toward Bitcoin in recent years.In 2017, Dimon called Bitcoin a "fraud"; in 2018, he expressed regret over those remarks and acknowledged the value of blockchain technology; from 2019 to 2020, he said Bitcoin "doesn't appeal to him"; in 2021, he called it "worthless"; in 2023, he said that if he had the power, he would ban Bitcoin and other cryptocurrencies; and in 2024, he likened Bitcoin to "pet rocks" and a Ponzi scheme.In 2025, Dimon still criticized Bitcoin for lacking value and being used for money laundering, but later stated that everyone has the right to buy Bitcoin. Now, JPMorgan in its 2027 outlook has listed Bitcoin as the asset with the best long-term return performance.Previously reported, JPMorgan Asset Management released its "2027 Long-Term Capital Market Assumptions" report on October 19, including Bitcoin in its long-term return projections for the first time and forecasting a compound annual growth rate of 10% over the next 10 to 15 years, higher than the 7.5% for U.S. large-cap stocks, 5.5% for gold, and 8.2% for U.S. real estate investment trusts (REITs).
Odaily reports: Market analyst Murphy posted on X that MSCI officially approved new rules on October 15 to exclude non-operating companies that do not meet standards from its global investable market indices. Strategy had already been placed on the proposed removal list in a prior simulated screening, with the final results to be announced on November 11 and effective on November 30. Related index funds hold approximately 13 million shares of MSTR, valued at nearly $1.8 billion, equivalent to 60% of its 30-day average daily trading volume.Murphy stated that Strategy's core logic lies in driving growth in net Bitcoin per share through capital operations, and whether it can sustain this depends on market premiums and the extent of their contraction. MSTR's future performance depends on three variables: Bitcoin price, net Bitcoin per share, and mNAV; as of market close on October 16, its mNAV stood at 1.08x.
According to Odaily monitoring, this address achieved a 100% win rate (12 rounds) on BTC trades between September 18 and October 13, 2026. From 01:04 to 09:20 on October 20, it increased its BTC short position from approximately $680,000 to approximately $2.11 million, adding about $1.43 million.Address: 0xf517639a8872e756ac98d3c65507d2ebc25cc032BTC trading rounds: 12; Win rate: 100.00%Statistics period: 2026-09-18 to 2026-10-13
According to Bloomberg analyst James Seyffart (@JSeyff), BlackRock has submitted a new Bitcoin ETF application titled “iShares Bitcoin Managed Protection ETF,” with the ticker symbol PBIT. The product is a “buffered” ETF that provides downside protection, but investors must forego some upside returns. Operating as a 1940 Act fund, it uses IBIT as its underlying asset and utilizes the purchase and sale of related options to achieve predefined payoff outcomes. This marks the third Bitcoin-related ETF filing by BlackRock, whose current product lineup remains limited to Bitcoin and Ethereum, without covering other crypto assets. Seyffart also noted that firms such as Calamos and First Trust have previously launched similar buffered/defined outcome Bitcoin ETFs.
Odaily reports: Bitcoin News posted on X that Charles Schwab has opened Bitcoin and Ethereum trading to all eligible US retail clients through its existing investment platform, charging a 0.75% fee per trade with a minimum of $1 and a maximum single-trade limit of $2 million. The company is rolling out digital asset transfers between Schwab accounts and external wallets in phases, requiring users to pre-register withdrawal addresses and complete security checks. Paxos Trust Company provides custody, trade execution, and settlement infrastructure, and the related digital assets are not covered by SIPC or FDIC insurance.