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View in browser Issue #13 · October 5, 2026 |
CLOUD’s scheduled 25% supply burn leads the near-term calendar, alongside NEAR’s issuance vote and AIC’s listing reveal. Bitcoin gained 2.4% over seven days while the market excluding Bitcoin fell 1.8%, favoring selective entries. NEAR offers a conditional recovery plan; Filecoin’s larger issuance change follows next week.
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BTC
$85,342
+2.4% 7d
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ETH
$2,700
+1.4% 7d
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Market ex-BTC
$1.27T
-1.8% 7d
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BTC Dominance
57.7%
+1 pts 7d
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Trade crypto on Bybit
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By 11 Oct · Tokenomics
Issuance cut vote |
HIGH
7.5
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| PRICE | −7% vs 12m high
Near the upper end of its 3-month range
30d +126% |
| SECTOR | Layer 1 (L1)
30d +11% |
Buy near $5.06 only after a completed daily close above it—the top of the October 2–4 trading range—and skip the entry if price has moved well beyond that level. Aim for $6.20, treating $5.57 as a resistance checkpoint rather than an automatic exit. A daily close below the September 29 pullback low of $4.55 invalidates the recovery setup. That gives roughly 22% potential upside against 10% setup risk; recent daily ranges often span about 5–14%, so this needs several days, not a small daily bounce. NEAR’s 126% monthly rise far exceeds its sector’s 11% gain, but its 8.8% weekly decline makes confirmation important. The recently announced House of Stake vote, estimated by October 11, could support interest in lower future issuance; approval and implementation are not assured.
| 06 Oct | HIGH | |
25% of total CLOUD supply is scheduled to be burned live at Solana Summit Singapore at 5 PM SGT. |
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| By 11 Oct | HIGH | |
A top-10 tier-1 exchange is due to reveal its locked-in AIC listing, intended to expand global access and liquidity. |
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| 15 Oct | HIGH | |
FIL’s vesting program ends, cutting gross issuance by roughly 75%—its largest supply change since mainnet launch. |
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| By 20 Oct | HIGH | |
Kinetiq’s Elysium L2 mainnet launch is expected after a four-week public test run beginning with the September 22 testnet. |
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| 21 Oct | HIGH | |
Velodrome and Aerodrome upgrade together into Aero, launching on OP Mainnet and Ink. VELO emissions and voting remain active on those chains until launch. |
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| 21 Oct | HIGH | |
Aero launches across Base, Ethereum Mainnet, Arc, OP Mainnet, Ink, Robinhood Chain and Arbitrum. |
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| 23 Oct | HIGH | |
The REXShares and Osprey Funds Staked SEI ETF filing is set to become effective. |
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| Q4 2026 | HIGH | |
Pharos plans mainnet proof-of-stake staking and testnet launches for Gas Sponsorship, DeltaTrie and PaymentChain SPN as part of its agent-native rollout. |
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| Q4 2026 | HIGH | |
Midnight’s v9 upgrade brings contract composability, including contract-to-contract calls, account abstraction and the shared-liquidity Offer File system. |
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| Jun 2027 | HIGH | |
Apex Group commits to tokenizing $100 billion in assets on T-REX by June 2027, with Zama supplying the confidentiality layer. |
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| Q2 2027 | HIGH | |
SMBC Nikko and Nethermind are building DeFi Gateway, a trading venue for Japanese investors on Uniswap v4, supported by Uniswap Labs, Base and Nyx Foundation. |
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