Scott Melker

“JPMORGAN ANALYSTS ESTIMATE $50B HAS FLOWED INTO BITCOIN $BTC AND OTHER DIGITAL ASSETS IN 2026”

“SEPTEMBER CPI REPORT SET FOR RELEASE OCT. 14 AT 8:30 A.M. ET ECONOMISTS EXPECT 3.6% YEAR-OVER-YEAR RISE”

“Firelight's Jesus Rodriguez says DeFi faces a hundreds-of-billions insurance gap, and the biggest insurer covers only a few dozen million 'Every market since the 1700s, every financial market has had an insurance component attached to it.' 'DeFi tried to solve this problem in the past. They have been very good projects, they just haven't achieved critical mass.' 'And what you're facing today is this gap that DeFi…”

“US spot Ethereum $ETH ETFs posted $542 million in net outflows last week, their worst week since January and the ninth straight day of redemptions. Since September 29, the streak has drained roughly $697 million from the funds. At the same time, BlackRock’s $ETHA alone accounted for about $477 million of last week’s outflows, or roughly 88% of the total. Spot Solana $SOL ETFs also turned negative, ending a record…”

“ROBINHOOD $HOOD AND $1.9 TRILLION ASSET MANAGER T. ROWE PRICE ARE EXPLORING BRINGING ACTIVELY MANAGED ETFS ONCHAIN THROUGH ROBINHOOD CHAIN”

“LATEST: TD COWEN RAISES ITS BITCOIN $BTC PRICE FORECAST TO $109,000 BY THE END OF 2026 AND $280,000 BY 2029, CITING STRONGER-THAN-EXPECTED MARKET PERFORMANCE”

“The US Treasury just sold $22 billion in 30-year bonds at a high yield of 5.618%, the highest clearing yield since August 10, 2000. That compares with a high yield of 5.697% at the August 2000 auction. Wednesday’s $39 billion 10-year note auction cleared at 5.300%, the highest since November 2000. The 30-year bid-to-cover ratio came in at 2.54, down from 2.61 in September, with indirect bidders taking 72.3%. The p…”

“The 10-year Treasury yield hit 5.364% and the 30-year hit 5.669% today, both fresh 24-year highs. The move faded after a $39 billion 10-year note auction. The notes priced at 5.3%, the highest yield on a 10-year auction since November 2000. At the same time, demand was strong. The bid-to-cover ratio was 2.77, above the 2.54 six-auction average. Indirect bidders took 80.3%, versus a 72.4% average. Direct bidders to…”

“UPDATE: Nvidia $NVDA closed today at a record $239.24, valuing the company at $5.78 trillion, about 3.8% short of $6 trillion. No public company has ever reached a $6 trillion market cap. At the same time, the stock is up 28% in 2026, a rally that has added $1.2 trillion in market value. On March 30, $NVDA was down 11% for the year. The company has also authorized an additional $150 billion in share repurchases. $…”

“OKXICE, THE JOINT VENTURE BETWEEN OKX AND NYSE OWNER ICE, HAS NOTIFIED THE SEC OF PLANS FOR A TOKENIZED SECURITIES VENUE OFFERING 24/7 TRADING OF 60+ U.S.-LISTED STOCKS”

“SEC proposes a compliant route for RIAs to hold crypto directly, with a path to institutional self-custody 'We have some fundamentally huge news, and it is this, directly from the United States Securities and Exchange Commission. This looks very official. It's their press release, SEC proposal would address how investment advisers and funds can custody crypto assets under the federal securities laws.' 'This is the…”

“U.S. SPOT ETHEREUM $ETH ETFS POST $2.81M IN NET OUTFLOWS ON SEPT. 29, ENDING A 7-DAY INFLOW STREAK THAT BROUGHT IN ~$850.8M”

“ILLINOIS RELEASES DRAFT RULES FOR A 0.2% CRYPTO TRANSACTION TAX STARTING IN 2027, APPLYING TO COVERED ACTIVITY REGARDLESS OF PROFIT OR LOSS”

“Morgan Stanley is building for a much bigger onchain financial system. The bank has created a Digital Asset Lab to test stablecoins, tokenization and DeFi without putting its core systems at risk. That includes tokenized bank deposits, CBDCs and tokenized money-market funds. But one area stands out: DeFi vaults. These vaults can automatically deploy capital across DeFi markets using predetermined strategies, essen…”

“JUST IN: CALIFORNIA GOVERNOR GAVIN NEWSOM SIGNS AB 2409 BANNING PUBLIC OFFICIALS FROM ISSUING MEMECOINS AND BARRING EXCHANGES FROM LISTING TOKENS TIED TO FEDERAL, STATE OR LOCAL OFFICIALS”

“ARBITRUM $ARB ONE BECOMES FIRST BLOCKCHAIN TO REACH 7,000 RWAS, NOW HOSTS 7,083 TOKENIZED REAL-WORLD ASSETS WITH ~$1.03B DISTRIBUTED VALUE”

“The strongest case against Bitcoin is the need for flexible money 'A flexible currency can respond to an emergency. During a banking panic, a lender of last resort can create liquidity and stop solvent institutions from failing. During a depression, monetary expansion can counter collapsing credit and demand.' 'A rigid monetary system does not abolish pain. The adjustment may instead come through falling prices, d…”