Market Trends & Cryptocurrency Performance - Crypto majors experienced declines of 1-3% ahead of the FOMC meeting, with Bitcoin at $113,100, Ethereum at $4,000, and BNB at $1,115 [1] - Bitcoin ETFs saw net inflows of $1493 million, while ETH ETFs saw $246 million in inflows [1] - Memecoin leaders were mostly down, including DOGE (-3%), Shiba (-1%), PEPE (-2%), PENGU (-3%), BONK (-2%), SPX (-5%), and FARTCOIN (-10%), while TRUMP (+18%) showed gains [1] New Products & Partnerships - Western Union announced a stablecoin on Solana [1] - Visa will start taking payments in four different stablecoins across four blockchains, with the ability to convert them back into fiat [1] - Trump Media introduced a new prediction market called Truth Predict [1] - Circle's Arc blockchain went live in testnet [1] - Polymarket teased its US launch coming within weeks with a focus on sports [2] Funding & Investment - Bitwise's BSOL ETF debut had the highest launch-day volume of ALL ETF launches in 2025 with $56 million [1] - BlackRock's tokenization platform Securitize shared plans to go public via a $125 billion SPAC [1] - Sharplink shared plans to deploy $200 million of its ETH holdings into Linea DeFi [1] - MegaETH's public ICO has already seen over $700 million raised with just over 1 day left (15x oversubscribed) [1] NFT Market - NFT leaders were flat, with Punks at 39 ETH, Pudgy +1% at 695 ETH, BAYC -1% at 65 ETH, and Hypurr's -1% at 1,190 HYPE [2]

Core Insights - BlackRock's iShares Bitcoin Trust (IBIT) is dominating the U.S. Bitcoin ETF market, significantly contributing to the overall inflows into Bitcoin ETFs [2][5][6] Group 1: IBIT Performance - Year-to-date inflows into Bitcoin ETFs have reached $26.9 billion, with IBIT alone accounting for $28.1 billion, indicating that without IBIT, the overall performance of Bitcoin ETFs would be negative [2][6] - As of October 27, 2025, IBIT commands $92.66 billion in total net assets, representing approximately 60% of the total net assets held by all U.S. Bitcoin funds combined, which total $155.89 billion [5][6] - IBIT has experienced only one month of net outflows, which occurred in February 2025, losing $755.77 million, but this loss was quickly recovered in the following months [7] Group 2: Competitive Landscape - Grayscale's Bitcoin Trust (GBTC) has faced significant challenges, with $24.62 billion in cumulative net outflows since its launch in January 2024, negatively impacting the overall performance of Bitcoin ETFs [3][6] - The nearest competitor to IBIT, Fidelity's Wise Origin Bitcoin Fund (FBTC), holds $23.71 billion in net assets, with $12.6 billion in cumulative net inflows, highlighting the substantial gap between IBIT and its competitors [7]

Oct 28 Update:10 #Bitcoin ETFsNetFlow: +1,458 $BTC(+$167.4M)🟢#BlackRock inflows 567 $BTC(+$65.15M) and currently holds 805,807 $BTC($92.51B).9 #Ethereum ETFsNetFlow: +27,066 $ETH(+$111M)🟢#BlackRock inflows 17,238 $ETH($70.69M) and currently holds 4,010,286 $ETH($16.45B).https://t.co/q4pAPBxL6o ...

The Morning Minute (10.28)Powered by @yeet⏰Top News:-Crypto majors fall slightly after weekend rally; BTC -1% at $114,500-SOL holds $200 ahead of Bitwise BSOL ETF launch today (with staking)-Democrats call for crypto creation and trading to be banned for elected officials-ETHZ stock pops 14% after DAT dumps $40M in ETH-MegaETH raises over $500M in first 24 hours of public ICO🌎 Macro Crypto and Memes-Crypto majors are slightly red after the recent rally; BTC -1% at $114,500, ETH -1% at $4,120, BNB -2% at $1, ...

Bitcoin ETF Flows - Bitcoin ETFs have seen $26.9 billion in net inflows this year [1] - BlackRock's IBIT accounts for $28.1 billion of the total Bitcoin ETF inflows [1] - Excluding BlackRock, Bitcoin ETF flows would be negative [1] Market Dynamics - K33 Research suggests competitors may benefit as BlackRock avoids altcoin ETFs [1] - Overall inflows into Bitcoin ETFs could be limited [1]

Oct 27 Update:10 #Bitcoin ETFsNetFlow: +64 $BTC(+$7.38M)🟢#Fidelity inflows 523 $BTC(+$60.03M) and currently holds 206,259 $BTC($23.67B).9 #Ethereum ETFsNetFlow: -30,469 $ETH(-$126.26M)🔴#BlackRock outflows 25,707 $ETH($106.53M) and currently holds 3,993,047 $ETH($16.55B).https://t.co/S7iYCHRENX ...

The Bitcoin ETFs posted $446M in net inflows last weekDespite crypto's Fear and Greed index squarely in the Fear range all week https://t.co/H2qa0iDedO ...

Oct 24 Update:10 #Bitcoin ETFsNetFlow: +144 $BTC(+$15.81M)🟢#BlackRock inflows 976 $BTC(+$107.46M) and currently holds 804,944 $BTC($88.62B).9 #Ethereum ETFsNetFlow: -49,364 $ETH(-$193.01M)🔴#Fidelity outflows 19,960 $ETH($78.04M) and currently holds 754,840 $ETH($2.95B).https://t.co/yVyztYwZje ...

Crypto ETF Flows - Bitcoin ETFs recorded net outflows of 246 BTC, equivalent to -$27020000 [1] - Ethereum ETFs experienced net inflows of 26052 ETH, totaling +$100560000 [1] Individual ETF Performance - Fidelity's Bitcoin ETF saw outflows of 523 BTC, valued at $57420000, while holding 205670 BTC, worth $22580000000 [1] - BlackRock's Ethereum ETF received inflows of 29033 ETH, amounting to $112070000, with total holdings of 4024803 ETH, valued at $15540000000 [1]

Investment & Retirement - Bitcoin ETFs are being considered for inclusion in 401(k) retirement plans [1] - Retirement savers should be aware of the potential risks and benefits of investing in Bitcoin ETFs within their 401(k)s [1]