Stacy in Dataland (´⊙~⊙`)

The first weekly research of November. Excited to see what happened last week? ↓ General ➖ CoinShares: Digital asset bi-weekly digest - November 4th 2025 ➖ Binance: Weekly: Fed’s Hawkish Turn, Tariff Trim, AI Winners vs. Capex Fears ➖ Galaxy: Weekly Top Stories - 10/31/25 Market ➖ CoinShares: Market update - October 31th, 2025 ➖ CoinShares: Equities update | November 3rd 2025 ➖ CoinShares: Digital asset fund flows | November 3rd, 2025 ➖ Glassnode: BTC Market Pulse: Week 45 ➖ Glassnode: Lacking Conviction ➖ Galaxy: What the Fed’s Shift Says About Risk Appetite ➖ Galaxy: Satoshi’s Legacy Meets the Solana ETF Era DeFi ➖ The Defiant: On-Chain Revenue Hits $20 Billion in 2025 as DeFi Drives Growth Blockchains & networks ➖ 4pillars: Frax Finance: The M1-Level Stablecoin Operating System Tokens & currencies ➖ CoinShares: Rumors of Bitcoin’s liquidity problems have been greatly exaggerated ➖ Galaxy: Why Has Zcash Suddenly Soared?

Tether now holds $135B in U.S. Treasuries, ranking as the 17th largest holder of U.S. debt, ahead of South Korea.

LINK boasts a $12.4B market cap and is now part of both crypto and traditional corporate treasuries. Regulators are reviewing potential single-asset LINK ETFs, while Chainlink’s TradFi allies include SWIFT and other major institutions.

In just four months, Pump.fun has repurchased 10% of its circulating supply — 35.28B $PUMP worth around $160M. That’s more than the token’s entire presence on Binance. At this pace, Pump could buy back a third of its supply every year.

Societe Generale’s stablecoin USDCV is now the fastest-growing RWA asset by 30-day TVL growth.

Kalshi’s spot volume hit $296M last weekend, with sports making up 92%, proving prediction markets can be both data-driven and thrilling.

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October brought a fresh wave of activity to the spot market, especially on Binance. BTC spot volume topped $300B across major exchanges, with Binance alone handling $174B — the second-biggest month of 2025 so far.

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HOT Wallet leads with 56.1% of all transactions and over 27M users. But Kaikai isn’t far behind, moving more volume than entire L1s with 35.9% share. Definitely not your average dApp.

The tokenized asset market has reached $32B, growing by 29% in Q3. While Treasuries and private credit still dominate, institutional funds, commodities, and equities fueled nearly 40% of this quarter’s expansion.