Stacy in Dataland (´⊙~⊙`)

f(x) Protocol offers low-stress leverage on ETH & WBTC plus top-tier stablecoin yields. With up to 7x exposure and low liquidation risk, its TVL surged from $35M to over $400M in 2025.

While the market swings up and down, some tokens are quietly setting new ATHs. Let’s take a look at who’s breaking records in this volatility.

BTC balances on centralized exchanges have dropped to their lowest level since 2017 — a sign that more holders are moving to self-custody and thinking long-term.

Plasma launched with a bang — over $1B bridged on day one and $2B+ daily soon after. Activity has cooled off, but net inflows still hover around $200M.

Celo’s bull run is fueled by the highest Kimchi premium, enterprise-grade privacy via Nightfall, tokenized gold (XAUt0) going live, and a testnet migration to Sepolia — all signs of ecosystem progress.

New fresh research just in time! General ➖Crypto.com: The Institutional Stablecoin Nexus – Convergence of TradFi, Regulation, and Crypto-Native Innovation ➖ Binance: Weekly: Government Shutdown, Exchange Balances Drop, Uptober Begins? ➖ Galaxy: Weekly Top Stories - 10/03/25 ➖ Galaxy: The Investable Universe 2.0: Institutional Adoption in Motion Market ➖ Cryptorank: Crypto Market Recap: Q3 2025 ➖ Cryptorank: State of Venture Capital in Crypto, Q3 2025 ➖Crypto.com: Crypto Market Sizing H1 2025 ➖Crypto.com: Market Update (September 2025) ➖ Coinbase: Weekly: Supportive Signals, Gold and Stablecoins ➖ Binance: Monthly Market Insights - October 2025 ➖ Glassnode: BTC Market Pulse: Week 41 ➖ Galaxy: Bitcoin Hits $125K as Perp DEX Competition Heats Up Blockchains & networks ➖ The Defiant: Who Really Controls Your Blockchain? ➖ Cointelegraph: Applied MEV protection via Shutter’s threshold encryption

One of the best funded RWA protocols in history is gearing up for a TGE: Short memo Blurb: Regulated renewable energy operator with $300M ARR, expanding globally while launching the Energy Network to bridge crypto incentives and real-world energy infrastructure. ✅ $100M raised from Multicoin, Accel, Lowercarbon, Balderton, and Toly. ✅ $300M+ ARR, with 150,000+ energy customers across the UK. ✅ 18 MW operational capacity, with 1 GW renewable pipeline under development. Active licenses: ✅ Energy supply & installation in UK, Ireland, New York ✅ VASP (Virtual Asset Service Provider) license in Denmark Expansion: Live in the UK, expanding into EU and U.S. markets. $ENERGY Token Model – Capped supply: 10B $ENERGY. – Emission schedule: Disinflationary out to 2050. – Team & investor tokens: 12-month cliff, no day-one unlocks. – Use cases: Hardware discounts, and participation rewards, tying token value directly to verified energy flexibility. Energy bill payments in future. Will prepare a deeper investment memo on them, stay tuned!

The total ETH held in project treasuries has crossed $25 billion.

Crypto VC is cooling off — just 62 public rounds in September, down 25% MoM and 37% YoY. Top picks? DeFi, CeFi, and a near-equal split between AI and L1/L2. The rest barely moved the needle.

A recommendation for my fellow creators (and everyone who earns in crypto but spends in fiat) – UR Global (just launched!) ↓ What you get here vs. other crypto -> fiat solutions ↓ • Instant off-ramp with 0 fees • Global Mastercard access (support for online or IRL payments) • Peer transfers + bank-rate FX (no spread) • 2-click onboarding – just connect and go I love UR. Use this link → get some $$ as a bonus ;)

September saw the weakest exchange volume since June, dropping nearly 10% to $1.67T. Binance stayed on top, though its volume dipped from $737B to $636B.

📣Partnered up with Stacy Muur to do a deep-dive research on Sentient! We have 50 exclusive invite codes – don't miss out! Details in the X post! 📱X (Twitter) | 📱Telegram | 🔖Substack