Barry Silbert, CEO of cryptocurrency conglomerate Digital Currency Group, described the latest cryptocurrency crash as a god-sent opportunity poised to trigger significant capital inflows back into the sector. Why Silbert Sees Opportunity Amid Chaos In an X post, Silbert referred to the market slump as a “gift from the crypto gods,” suggesting that it is clearing out excess leverage and “crap tokens.” “A massive capital rotation into crypto is about to begin. Time to pick your fighter,” the cryptocurrenc ...

Key Points Bittensor may be down almost 20% during the past year, but it has several strong catalysts lined up for 2026. As long as the demand for everything AI-related remains strong, Bittensor should see strong price appreciation for years to come. Planned Bittensor ETFs could stoke new demand from retail and institutional investors. 10 stocks we like better than Bittensor › For more than three years -- ever since the launch of ChatGPT back in November 2022 -- crypto investors have salivated a ...

Core Insights - Grayscale Investments has identified Bittensor (CRYPTO: TAO) as a token that aligns with Nvidia CEO Jensen Huang's vision of utilizing excess energy for AI model transformation [1][2][3] Group 1: Bittensor and Its Functionality - Bittensor is a decentralized, blockchain-based machine-learning network that allows for the sharing, training, and ranking of AI models [3][4] - The protocol incentivizes participation and contribution by rewarding users with TAO tokens [4] Group 2: Grayscale's Involvement - Grayscale operates the Grayscale Bittensor Trust (OTCQX:GTAO) in over-the-counter markets and has filed an S-1 with the SEC to convert this trust into a spot exchange-traded fund [4] Group 3: Market Performance - As of the latest data, TAO is priced at $274.33, reflecting a 2.66% decrease over the past 24 hours and a significant 42% decline over the past year [5]

Core Viewpoint - The article identifies three cryptocurrencies—Bitcoin, Ethereum, and Bittensor—as the best investment opportunities for 2026, emphasizing their potential for significant upside while providing downside protection. Group 1: Bitcoin - Bitcoin remains the market leader, accounting for 60% of the total crypto market value, making it a bellwether for the industry [3][4]. - The current price of Bitcoin is $87,831, with a market cap of $1.8 trillion and a trading volume of $16 billion [4][5]. - Institutional adoption of Bitcoin is increasing, with corporations adding it to their balance sheets and the U.S. government establishing a Strategic Bitcoin Reserve [5][6]. - The potential for government intervention to support Bitcoin prices could lead to a significant increase in value if sovereign nations follow suit [6]. Group 2: Ethereum - Ethereum is highlighted for its diversified blockchain ecosystem, particularly its dominance in decentralized finance (DeFi) [7][8]. - The current price of Ethereum is $2,948.16, with a market cap of $356 billion and a trading volume of $9 billion [9]. - Two major trends that could benefit Ethereum in 2026 are the growth of stablecoins and the tokenization of real-world assets, positioning it as a key player in these emerging markets [10][11]. Group 3: Bittensor - Bittensor is noted as the highest market cap AI coin in 2025, representing an intersection of blockchain technology and artificial intelligence [12]. - Bittensor has a maximum supply of 21 million coins, similar to Bitcoin, which supports the scarcity argument for investment [14]. - Despite a 50% decline in 2025, Bittensor's unique features make it a speculative but potentially rewarding investment [12][14].

Core Viewpoint - A coalition of over 125 cryptocurrency companies and advocacy groups is actively opposing US banking lobbyists regarding the rights to pay interest on stablecoin deposits, highlighting a significant conflict between traditional banking and the crypto industry [1][5]. Group 1: Banking Lobby's Position - The GENIUS Act currently prohibits stablecoin issuers from paying dividends, but a loophole allows third-party platforms to pass stablecoin yields to users, prompting banks to lobby for closing this loophole [2]. - Banking groups argue that allowing unregulated fintech platforms to offer high yields on cash-equivalent tokens poses systemic risks, potentially leading to a capital flight of up to $6.6 trillion from commercial banks to digital asset platforms [3]. - They contend that such a shift would undermine the capital base necessary for banks to underwrite mortgages and business loans, resulting in increased borrowing costs for American households [4]. Group 2: Crypto Coalition's Response - The crypto coalition has urged lawmakers to reject attempts to expand the scope of the GENIUS Act, arguing that reopening this issue would undermine the predictability of regulatory frameworks and introduce unnecessary risks [5][6]. - They dismiss the banks' concerns as a protectionist effort to maintain a monopoly on low-interest deposits, claiming that banks are trying to protect their profit margins by preventing consumers from accessing higher yields available in the Treasury market [6]. - The coalition argues that stablecoin reward programs allow platforms to share value directly with users, enabling households to benefit from higher rates rather than suffering losses due to inflation [7].

Market Overview - The crypto market experienced a significant boost with Bitcoin (BTC) rising to $91,700 and Ether (ETH) reaching $3,030, following a strong recovery in equities led by tech stocks [1] - Bitcoin's 5.4% gain over the past 24 hours outperformed 18 of the 20 largest crypto tokens by market cap, indicating a shift in trader focus towards Bitcoin rather than lower liquidity altcoins [2] Derivatives and Trading Activity - Bitcoin's 30-day implied volatility index (BVIV) decreased to 50%, recovering from a spike to 65% the previous week, suggesting a stabilization in market expectations [5] - Traders engaged in a bullish year-end call-condor structure for Bitcoin, with a premium of $6.5 million, indicating expectations for a potential "Santa rally" [5] - Open interest for Bitcoin remained consistent with price gains, indicating that the recent price movement was driven by spot buying rather than futures activity [5] Altcoin Market Dynamics - The altcoin market showed signs of strength, with notable gains in tokens like SKY (10%), DASH, ETHFI, and AVAX (6.7% to 7.7%) [5] - However, not all altcoins performed well, as Ethena (ENA) and Bittensor (TAO) both dropped by more than 2%, indicating mixed sentiment across the market [5] - The average relative strength index (RSI) for the crypto market is approaching "overbought" territory, suggesting a potential pullback unless demand and volume can be sustained [5] Future Outlook - The performance of the altcoin market is closely tied to Bitcoin's next moves; a break above the downtrend towards $100,000 could lead to altcoins following suit, while a decline back to the low $80,000 level may result in underperformance among altcoins [5]

Group 1 - The cryptocurrency market is becoming increasingly challenging for finding significant investment opportunities, with Bitcoin only up 10% this year, raising concerns about its future potential to create new millionaires [1][8] - Despite the struggles of established cryptocurrencies, there are still high-risk opportunities in new cryptocurrencies that lack a proven track record, which could potentially yield high returns [2] Group 2 - AI coins were expected to benefit from the growth in the artificial intelligence sector, but they have performed poorly in 2025, with notable declines such as Artificial Superintelligence Alliance down 77%, Render down 68%, and Bittensor down 22% [3][4] - Meme coins have historically shown potential for high returns, but recent performance has been disappointing, with Dogecoin down 45%, Shiba Inu down 55%, and Bonk down 60% this year [5][7] - The concept of a Memecoin Supercycle suggests that some meme coins could outperform other cryptocurrencies in the long term, potentially creating a new asset class, especially with the anticipated launch of new spot crypto ETFs [6]

Core Insights - October 2025 did not experience the expected "uptober" rally, with most cryptocurrencies ending the month in decline, marking a rare occurrence in the historical trend of October [1][6]. Performance of Cryptocurrencies - Among the top 100 cryptocurrencies, only nine saw price increases in October, including Wrapped BNB and Pax's tokenized gold token, while major privacy coins ZCash and Monero performed notably well, with ZCash increasing by 411% and Monero by 9.93% [2][4]. - Bittensor experienced a significant rise of over 40%, driven by growing interest in its AI subnets, marking one of its strongest rallies [2][4]. - BNB also performed well, supported by excitement around the decentralized perpetual futures exchange Aster and interest from digital asset treasury companies [3]. Market Overview - The overall cryptocurrency market cap declined by approximately 6.7% throughout October 2025, with only nine tokens managing to break the bearish trend [6][7]. - The market showed signs of recovery from a mid-month low, but many tokens faced severe losses, particularly those with lower market capitalizations [7]. Major Gainers in October - The following cryptocurrencies were the top gainers in October: - ZCash: from $74.48 to $306.84, a 411.95% increase - Bittensor: from $302.88 to $434.34, a 43.41% increase - Monero: from $295.45 to $324.77, a 9.93% increase - Wrapped BNB: from $1,008.03 to $1,087.25, a 7.86% increase - BNB: from $1,008.92 to $1,086.78, a 7.72% increase [4]. Major Losers in October - The following cryptocurrencies were the biggest losers in October: - Figure Heloc: from $0.998 to $0.234, a -76.55% change - Story: from $8.904 to $4.400, a -50.59% change - Avalanche: from $29.993 to $18.280, a -39.05% change - Flare: from $0.025 to $0.016, a -35.91% change - Worldcoin: from $1.244 to $0.800, a -35.74% change [8].

Core Insights - A significant rally in the crypto market is observed, with Bitcoin and most altcoins showing positive performance [1] Price Movements - Bitcoin's price increased to $110,000 from a low of $103,000 recorded last week, indicating a notable rise [1] - Several altcoins, including Mantle, MemeCore, SPX6900, and Bittensor, experienced gains of over 10% within the last 24 hours [1]

This week we've seen a resurgence of interest around Robotics and DeFi for AI AgentsThe first boom may have seen a nasty selloff earlier this year, but builders with conviction have continued to develop viable solutionsHere's a roundup from the past week alone:- @Grayscale DeAI fund opens; TAO leading with 33.5% of its holdings- @opentensor (Bittensor) subnet registration is back with a 128 cap, meaning darwinian evolution of its underlying ecosystem; if you don't compete you'll be replaced!- @bluwhaleai to ...