Crypto One Liners: What’s Driving the Market in a Minute - October 26 MACRO 🔷Bitcoin: Bitcoin rebounded on cooling inflation & ETF inflows, but traders remain cautiously optimistic. 🔷S&P 500: Strong corporate earnings from GM and Apple drove major index gains, offsetting weakness in select industrials. 🔷Nasdaq: AI-linked tech stocks like Nvidia and Alphabet powered Nasdaq strength despite weakness in software names. 🔷Dollar Index: The dollar edged lower on soft inflation & strong euro data, while yen and sentiment shifts capped gains. 🔷Gold: Gold pulled back as investors took profits following its safe-haven rally. 🔷 Treasury Yields: Yields dipped as softer inflation data fueled Fed-cut expectations and strong bond demand stabilized markets. DIGITAL ASSET TREASURY/DIVERSIFIED CRYPTO ✅MicroStrategy: MicroStrategy’s slowing Bitcoin purchases and NAV compression raised concerns over growth momentum. ✅Metaplanet: Renewed optimism & undervaluation drove a rebound as leadership reaffirmed institutional Bitcoin adoption. ✅Bit Digital: Expanded ETH holdings and a $100 million note issue reinforced its AI-infrastructure pivot despite regulatory scrutiny. ✅Bitmine Immersion: Aggressive ETH accumulation lifted its status as a major Ethereum treasury player. ✅Sharplink Gaming: Strategic hires and bullish analyst coverage reignited optimism over its Ethereum treasury strategy. ✅Galaxy Digital: Record earnings and infrastructure expansion fueled confidence in its diversified digital-asset business. ✅Coinbase: Analyst upgrades and Base chain optimism lifted shares ahead of Q3 earnings. ✅Robinhood: Rapid user and crypto-trading growth attracted institutional interest and price-target hikes. ✅Circle: Upgrades and USDC growth pushed shares higher amid rising tokenization enthusiasm. BITCOIN MINERS 🌀Marathon Digital: Additional BTC purchases spotlighted its treasury strategy but sector weakness weighed on performance. 🌀Riot Platforms: Institutional inflows boosted sentiment despite broader crypto-equity volatility. 🌀Bitfarms: Institutional stake from Jane Street and AI-data-center expansion bolstered investor confidence. 🌀Bitdeer Technologies: Strong mining output & AI-pivot plans drew analyst upgrades and investor attention. 🌀 Cipher Mining: Institutional accumulation reflected faith in its infrastructure pivot despite valuation risks. 🌀 CleanSpark: Expansion into AI-data centers and new leadership signaled strategic transformation beyond mining. 🌀HIVE Digital: A 100 MW Paraguay expansion & Bell Canada partnership strengthened its renewable HPC narrative. 🌀Hut 8: Rising analyst targets & call-option activity highlighted growing institutional enthusiasm. --- Want to dive deeper into crypto, stocks, or other assets? Share what you’d like to see next in the comments or explore our previous posts @10x_Research. For a complete market overview with charts and insights delivered straight to your inbox, check the link in our bio. ---