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XPERTRAX Research
Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says
Kimberly Park
Hayes Thompson
NeutralExpert

Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says

In a note to investors, Matt Hougan used a “Choose Your Own Adventure” framework to argue that superabundance, an AI bust or a muddle-through economy all ultimately funnel to the same place: Bitcoin higher.

XPERTRAX10/15/202662
BTCETHSOL
At the White House, crypto policy vacancy looms large
Paul Richardson
NeutralExpert

At the White House, crypto policy vacancy looms large

XPERTRAX10/15/202672
BTCETHUSDCUSDT
BlackRock’s Larry Fink Warns AI Data Center Halt Could Tip US Into Recession
Adeoye
Sharma
Kim Chen Mei
BearishExpert

BlackRock’s Larry Fink Warns AI Data Center Halt Could Tip US Into Recession

Speaking after BlackRock’s Q3 earnings, Fink said AI infrastructure spending has become so central to growth that a construction halt would be dangerous—calling the backlash “misinformation” as data centers become a midterm flashpoint.

XPERTRAX10/15/202662
BTCETH
Google Says AI Isn't Building Itself Yet—Even Though It Writes 75% of the Code
Mark Wong
Davi Okonkwo
NeutralExpert

Google Says AI Isn't Building Itself Yet—Even Though It Writes 75% of the Code

Google DeepMind's first internal audit of AI-driven research finds no measurable speedup in AI progress.

XPERTRAX10/15/202662
BTCETHNVDA
Ex-Trump crypto adviser profited after helping pass stablecoin bill: WSJ
Thomas Eriksson
Sofia Rossi
NeutralExpert

Ex-Trump crypto adviser profited after helping pass stablecoin bill: WSJ

The Wall Street Journal reported that a company co-founded by Bo Hines benefited from the passage of the GENIUS stablecoin bill.

XPERTRAX10/15/202662
USDCUSDTDAIBTCETH
Sweden revisits digital krona as ECB advances digital euro plans
Omar Hassan
NeutralExpert

Sweden revisits digital krona as ECB advances digital euro plans

Sweden’s Riksbank has recommended that lawmakers prepare for a possible digital krona, citing concerns over foreign-currency stablecoins and the future of domestic payments.

XPERTRAX10/15/202662
USDCUSDTEUROC
Mastercard and BVNK Launch 'Global Money Platform' to Merge Fiat and Stablecoins
Alex Kim
BullishExpert

Mastercard and BVNK Launch 'Global Money Platform' to Merge Fiat and Stablecoins

The first major integration since Mastercard’s $1.8 billion BVNK acquisition lets banks, fintechs and enterprises hold, convert, and spend fiat and stablecoins through a single API, with agentic commerce support planned.

XPERTRAX10/15/202676
USDCETHBTC
CleanSpark and BitFuFu see bitcoin production slip in September as Canaan remains flat
Sarah Chen
NeutralExpert

CleanSpark and BitFuFu see bitcoin production slip in September as Canaan remains flat

CleanSpark is ending monthly mining reports, while BitFuFu faces uncertainty over its Ethiopia deal.

XPERTRAX10/15/202662
BTCCLSKRIOT
Multiliquid, a settlement platform for tokenized assets, raises $8 million
Neutral

Multiliquid, a settlement platform for tokenized assets, raises $8 million

Multiliquid has raised $8 million across its pre-seed and seed rounds, with Polychain leading the seed round.

XPERTRAX10/15/202638
ETHMATICARBOP
DeFi Development boosts CHAD dividend to 14% amid push to grow Solana holdings
Neutral

DeFi Development boosts CHAD dividend to 14% amid push to grow Solana holdings

DeFi Development is raising the dividend rate on its CHAD preferred stock to 14% from 13% as it taps CHAD sales to grow its Solana treasury.

XPERTRAX10/15/202628
SOLCHAD
Mastercard brings stablecoin balances into traditional banking and card payments
James Mitchell
David Okafor
NeutralExpert

Mastercard brings stablecoin balances into traditional banking and card payments

The launch of Global Money Platform marks Mastercard’s first major integration with BVNK since its August acquisition, with Nuvei and Marqeta among the first companies to adopt the platform.

XPERTRAX10/15/202672
USDCUSDTBTCETH
Bitcoin Whipsaws as Crypto Liquidations Near $1 Billion
Charlotte
NeutralExpert

Bitcoin Whipsaws as Crypto Liquidations Near $1 Billion

Hot inflation data revived Fed rate-hike bets, and leveraged bulls paid the bill as nearly $1 billion in crypto positions were liquidated.

XPERTRAX10/15/202672
BTCETHSOL
Bitcoin slips under $80K after US PPI gains most in four years
Hiroshi Tanaka
NeutralExpert

Bitcoin slips under $80K after US PPI gains most in four years

BTC buyers attempted to defend $80,000 support after September US producer inflation overshot expectations by 100 basis points for the largest monthly gain since March 2022

XPERTRAX10/15/202662
BTCETHSPY
Crypto for Advisors: Wall Street is done waiting on Congress for crypto rules
Lisa Anderson
Carlos Mendez
BullishExpert

Crypto for Advisors: Wall Street is done waiting on Congress for crypto rules

XPERTRAX10/15/202678
BTCETH
Ripple Prime adds RWA swaps referencing perpetual futures listed on Hyperliquid
Elena Volkov
Robert Hayes
Marcus Weber
NeutralExpert

Ripple Prime adds RWA swaps referencing perpetual futures listed on Hyperliquid

Ripple Prime has added RWA perpetual swaps tied to equities, ETFs, metals, energy and currencies, with 24/7 trading and settlement.

XPERTRAX10/15/202662
XRPETHSOL
Ethereum, Altcoins See 'Outsized Drawdowns' Due to Macro Pressures
Mark Wong
Adeoye
Davi Okonkwo
BearishExpert

Ethereum, Altcoins See 'Outsized Drawdowns' Due to Macro Pressures

Market analysts say that macro factors are pushing altcoin prices down, after ETH, XRP, and SOL all dropped on the day.

XPERTRAX10/15/202662
ETHXRPSOLBTC
Starknet opens seven-day vote on independent Layer 1 over quantum risks
Kim Chen Mei
Sharma
NeutralExpert

Starknet opens seven-day vote on independent Layer 1 over quantum risks

Starknet opened a seven-day poll on Thursday asking STRK holders whether to research an independent post-quantum Layer 1.

XPERTRAX10/15/202662
STRKETHARBOP
Russia to ban direct peer-to-peer crypto trades starting July 2027
Hayes Thompson
Paul Richardson
NeutralExpert

Russia to ban direct peer-to-peer crypto trades starting July 2027

Russia plans to ban direct P2P crypto trades from July 1, 2027, while separate rules already prohibit transfers from digital accounts to self-custody wallets.

XPERTRAX10/15/202662
BTCETHUSDTUSDC
Nasdaq-listed Tron sets up $200M ATM share offering to fuel TRX acquisitions
Kimberly Park
Viktor Petrov
NeutralExpert

Nasdaq-listed Tron sets up $200M ATM share offering to fuel TRX acquisitions

The Nasdaq-listed treasury company holds about $237 million in TRX tokens and plans to raise additional capital to fund its purchases, alongside its daily accumulation.

XPERTRAX10/15/202672
TRXBTCETH
Bitwise CIO argues bitcoin will benefit whether AI booms or busts
Neutral

Bitwise CIO argues bitcoin will benefit whether AI booms or busts

Bitwise CIO Matt Hougan predicts an AI bubble collapse would prompt government bailouts and eventually fuel a bitcoin rally.

XPERTRAX10/15/202658
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