Crypto Capital Ventures

VITALIK SAYS AI COULD CRACK TODAY’S WALLETS SOONER! Ethereum researcher @drakefjustin told people to plan for bunker mode. AI could crack today’s wallet signatures before quantum computers do. @VitalikButerin backed the warning, but said do not scramble today. If it is easy, keep coins in unused addresses so the key stays hidden. He says Ethereum has already spent a year moving to hash-based signatures.

SPOT BITCOIN ETFS JUST SAW A HUGE $487.07M EXIT! U.S. spot $BTC ETFs lost $487.07 million on Wednesday, a day after taking in $119 million. Spot $ETH ETFs lost $160.77 million, a seventh straight day of outflows.

SAMSUNG WALLET IS INTEGRATING SUI! $USDC on Sui support, built into Samsung Wallet on 82 million U.S. Galaxy devices. With gasless transfers, $USDC on Sui moves with zero network fees.

update on $QTC. Can scale into a high 6 figure size with that LP and still only 32M circulating MC. Quantum day today

We've been waiting for this exact dip, and it may just be getting started. This is even what bull markets are made of, so embrace the dip and zoom out. Altcoin charts like Cardano, XRP, and Ethereum look awesome from a cycle perspective. Waiting on this move 0:00 Ethereum support levels 0:36 Bitcoin breakdown 2:40 ETH inverse head and shoulders 5:48 Bulls vs bears 7:04 Ethereum weekly 7:41 Cardano post QT dip 9:15 The 2020 black swan 11:07 A new era for crypto 12:34 XRP and the SEC 13:15 Stay zoomed out 14:51

Altcoins falling right back to accumulation zones. Might have to buy more soon!

I don't even need Bitwise to launch a $DOG ETF at this point. The fact that the President of Bitwise has been interacting with DOG community is just wholesome fun. If you spam @teddyfuse w/ anything, just let it be DOG army love. $DOG will organically be adopted by institutions and become the #1 memecoin in the world because as @MarkYusko says, it's "a meme coin on the right chain" However, I do think @Bitwise understands culture enough that they may just be the 1st!

SUI JUST HIT 40.6 MILLION TRANSACTIONS PER SECOND! @SuiNetwork ran a live test at Basecamp in Singapore and hit 40,614,180 transactions per second, checked by @CertiK. It ran through Sui tunnels, offchain channels that settle back to mainnet when they close, not ordinary mainnet blocks. It beat sui:native’s own 6 million record from July.

NEAR INTEGRATES ROBINHOOD CHAIN! @NEARProtocol added Robinhood Chain to near.com. Users can swap ETH and USDG against 180-plus assets on 30-plus chains, and move money to and from the chain without a bridge. Builders can also plug apps into NEAR Intents, including private execution.

As a macro bull, it is essential to embrace the dips...especially heading into bull markets. If you are positioned in your portfolio, the entire game is mental at this point. Do not be moved by emotion.

As a macro bull, it is essential to embrace the dips...especially heading into bull markets. If you are positioned in your portfolio, the entire game is mental at this point. Do not be moved by emotion.

RAYDIUM IS RIPPING WHILE THE MARKET SELLS! $RAY is up about 15% on the day, near $2.53, with $BTC back under $84,000. The bid is tokenized stocks. Raydium took more than 90% of that Solana volume in September, and stock pairs on it have crossed $6 billion. About 12% of pool fees go to $RAY buybacks.

THE CFTC CHAIR SHOWED UP IN ORANGE FOR BITCOIN! @ChairmanSelig told CNBC the tie was on purpose. The CFTC had just proposed its crypto rule, and he called orange Satoshi’s favorite color. Congress still has not passed a full bill, so the chair is moving anyway.

☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 OpenAI released new math results from an unreleased internal frontier model, with the average result using roughly three hours of ChatGPT Pro thinking. Heavier reasoning workloads mean more demand for AI compute. 🔸 The US trade deficit widened to $105.6B in August vs $102B expected on AI build-out imports, the steepest since the all-time gap in March 2025. Goldman cut its Q3 GDP tracking to 3.1%. 🔸 Google signed for 3,590 MW of Constellation power, including 890 MW of new nuclear capacity on a 20-year contract, and CEG jumped 14%. AI demand is now underwriting new nuclear power. 🔸 DeepSeek is weighing doubling its funding round to as much as 100 billion yuan ($14.9B) at about a $75B valuation, sources told CNBC. More state-backed money is flowing into China's AI race. 🔸 SpaceX is seeking $40B to buy Nvidia chips, about $10B in bank loans and $30B in investment-grade debt led by Apollo. AI spending is moving onto the debt markets. 🔸 Google released Nano Banana 2.1 at about half Nano Banana 2's developer price. AI image generation keeps getting cheaper. 🪙Crypto Updates: 🔸 Coinbase finished integrating Deribit to create Coinbase Global Exchange and will bring back Coinbase Pro at the end of this year. Deribit had over $30B in bitcoin options open interest as of Sept. 30. 🔸 Cardano's CIP-0113 token standard is live on the network after independent security audits, letting issuers add KYC checks, transfer limits and freeze or seizure rules to their tokens. 🔸 Ether.​fi is launching its own dollar stablecoin, ether.​fi USD, on Ethena Whitelabel, with Ethena running reserves and redemptions. Ethena says the platform holds over $300M in stablecoin deposits. 🔸 OKX raised from Circle, Ripple and Standard Chartered's SC Ventures at a $25B pre-money valuation. 🔸 Tom Lee said BitMine will cap its Ether holdings at 5% of supply. It holds roughly 6M ETH, about 4.9%, and needs about 100,000 ETH more. 🔸 Abstract, the Pudgy Penguins Ethereum layer-2, will shut down Dec. 15. About $76M is still on the network, and funds not bridged off by then will be inaccessible.

✅The market has set up very strongly, now we're going to try to take advantage of the momentum, in case the price triggers what we're expecting. I see a lot of potential for movement. I'm going to take 3 people with a balance starting at US$1,000. Whoever joins, we'll work according to the plan, without trying anything fancy. 🔥 @Dangambardelo

ROBINHOOD JUST PUT $25M OF BITCOIN ON ITS BALANCE SHEET! Johann Kerbrat, Robinhood’s crypto chief, says the company added $25 million of $BTC to the corporate balance sheet. That is Robinhood’s own bitcoin, not customer coins.

ETHEREUM JUST GOT MUCH FASTER ON TESTNET! @nero_eth at the Ethereum Foundation says Sepolia activated Glamsterdam yesterday. The gas limit jumped from 60 million to 200 million in about eight hours. A 40 million-gas block that took Geth about 115 milliseconds now takes about 30. The block and the payload are split, and clients can execute in parallel. The Hoodi testnet is next, then mainnet.

THE U.S. GOVERNMENT MOVED $103M IN BTC AND BNB! A U.S. government wallet sent out another 834 $BTC, about $71.6 million, and 40,285 $BNB, about $31.6 million, per @lookonchain. The bitcoin went to Coinbase Prime, likely to sell.

I'm going through a bunch of altcoin charts on the weekly and it's just insane. This is a such a special moment for altcoins. It's a 2017 moment. A 2020 moment. Maybe it plays out bigger. Maybe smaller. But it's a moment!! Keep a lookout for my next video.