Gold shatters $4,000, Bitcoin quietly hits new all-time highs, and Wall Street just made its biggest bet yet on prediction markets. In this week’s Weekly Rollup, we break down why the debasement trade is heating up, how the AI bubble is shaping markets, and what it all means for crypto’s next move.
We cover BNB’s explosive run to the #3 spot, ICE’s $2B investment in Polymarket, and ETH staking ETFs officially going live. Plus, Solana ETF approval looks imminent, Asian capital rotates onchain, and Galaxy steps back into retail with a familiar face at the helm.
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TIMESTAMPS & RESOURCES
0:00 Intro
3:31 Markets
https://www.theblock.co/post/373369/bitcoin-hits-new-all-time-high-crosses-125000-for-the-first-time-as-uptober-momentum-builds
https://x.com/RayDalio/status/1973766977421275598
https://x.com/BTC_Archive/status/1975562328377528702
https://x.com/jvb_xyz/status/1975047567852671125
https://x.com/matthew_sigel/status/1976251057421647886
https://www.coinglass.com/bull-market-peak-signals
https://x.com/Grayscale/status/1975262626377834938
https://x.com/joechalom/status/1975251314117648420
https://x.com/TheCryptoLark/status/1975147566351237315
https://x.com/EricBalchunas/status/1976037299373646270
21:56 Gold ATH, Equities at ATH and PTJ is calling out the AI bubble!
https://x.com/elerianm/status/1975782709084500136
https://companiesmarketcap.com/assets-by-market-cap/#google_vignette
https://x.com/SpencerHakimian/status/1975608283751981521
https://x.com/FluentInFinance/status/1975704684808560774
https://x.com/lisaabramowicz1/status/1975121018428809484
https://x.com/noahkaufmanmd/status/1975930839201702195
https://x.com/1MarkMoss/status/1973775891626164276
https://thedefireport.io/research/does-bitcoin-follow-gold#correlation-analysis
https://x.com/esaagar/status/1975290951787745581
https://x.com/spikedoanz/status/1975806155470635429
https://x.com/MauiBoyMacro/status/1975589846971523102
https://x.com/pumatheuma/status/1976085531500200220?s=46
https://www.cnbc.com/2025/10/06/cnbc-transcript-tudor-investments-founder-cio-paul-tudor-jones-on-squawk-box-today.html
https://x.com/AltcoinDaily/status/1975363814167380090
https://x.com/dgt10011/status/1975353090128638415
https://x.com/RyanSAdams/status/1975560592166355425
41:48 Why is BNB pumping!
https://imgur.com/a/4d6Pnb3
https://x.com/cz_binance/status/1975595775540257262
https://defillama.com/chain/bsc
https://x.com/RyanSAdams/status/1975601864423940288
https://x.com/TheCryptoDog/status/1975602134189285606
https://x.com/mattyboomboom/status/1975888004074922144
https://x.com/RyanSAdams/status/1975909116431515777
https://x.com/eugenegeu/status/1975110416876577133
https://finance.yahoo.com/news/cz-returns-binance-speculations-getting-105754644.html
49:17 ICE - NYSE parent company is investing into Polymarket & Distributing Polymarket - $2 billion
https://x.com/polymarket/status/1975528768039985449?s=46
https://x.com/CoinDesk/status/1975935472586125456
https://x.com/shayne_coplan/status/1975534265698812046
https://x.com/shayne_coplan/status/1975994093529690405?s=46
51:20 Galaxy launched Galaxy One
https://x.com/galaxyhq/status/1975173116428234999
https://x.com/GalaxyOneZac/status/1975140872753999932
https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AGLXY
https://x.com/solspacecadet/status/1975262934797353010
56:11 Monad Airdrop Claim Portal incoming Tuesday Oct 14th
https://x.com/monad/status/1976279260869619994
https://dropstab.com/coins/monad
57:40 3 things Ryan is excited about:
https://x.com/RyanSAdams/status/1976044336111341719 https://x.com/Jrag0x/status/1976180218814660675
https://x.com/brian_armstrong/status/1975948961845538985
https://x.com/maxbranzburg/status/1975214629552091239
https://blog.ethereum.org/2025/10/08/privacy-commitment
https://notes.ethereum.org/@niard/KohakuRoadmap
https://beta.walletbeat.eth.limo/wallet/summary/
1:02:18 Moment of Zen
https://x.com/cocothecorncob/status/1975373485410033673
1:02:45 Closing & Disclaimers
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