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The Third Wave of Bitcoin Adoption: Why Pension and Investment Funds Could Change the Crypto Market Structure?

Blockstream CEO Adam Back believes that the largest stage of institutional adoption of Bitcoin is yet to come. He estimates that the first wave was formed by private investors who independently purchased and held BTC. The second wave began with the emergence of spot ETFs, which opened access to cryptocurrency through traditional brokerage infrastructure. Back associates the third wave with pension funds, insurance companies, and professional asset managers.

His statement regarding i

🇨🇳 Physical AI as a sticking point: China blocks SoftBank deal

Chinese regulators have blocked SoftBank’s $5.4 billion acquisition of ABB’s robotics division. Since China accounts for approximately 30% of the division’s sales, the entire deal is now in jeopardy. Experts suggest that Beijing’s concerns center on the potential leakage of data from manufacturing facilities—data that could be used to train AI, including models like those from OpenAI. The parties involved are searching for a solution, but there are no guarantees.

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✅ You might be surprised: on Election Day, Trump is attempting to shift the narrative by stating he would halt funding for military aid to Israel for the remainder of the year 😵‍💫

Meanwhile, oil prices are falling, while stocks and crypto have ticked upward on rumors of a new peace deal with Iran—even though Tehran denies any progress in negotiations.

Tuesday’s highlights:

🔸 Apple reported Q4 revenue of $114.5 billion (+12%), beating forecasts; however, its stock fell 2% amid concerns over component supply shortages. Nvidia rebounded today (+3%), once again surpassing Apple in market cap

Long-term holders lock in a local loss

Investors who decided to lock in their positions during the current price decline to $77,200 did so at a local loss relative to previous peaks.

Long-term holders who recently sold their coins received an average of approximately 84 cents per dollar valued at the previous price decline (the current point value of the metric has fallen to 0.84).

Despite the local dip, their 14-day average (smoothed purple line) still holds firmly above the critical breakeven level (Level 1.0).

This distinguishes the current situation from the protracted and grueling per

New investors are losing profits

The current market price of BTC is currently only 6% higher than the average purchase price of new market participants. This vulnerable group of investors is beginning to experience localized pressure.

Just over the past week, the reserve of unrealized profits for this category of holders has decreased from 8.7% to 5.9%. Despite declining margins, their average entry price (cost of entry) continues to steadily climb.

When the asset price closely approaches the cost of entry for "young" wallets, the market enters a zone of heightened sensitivity.

This group

Bitcoin sees $683 million in net investment daily.

The Capital Flow Signal indicator recorded a value of 58 out of 100, officially confirming its early recovery status, indicating a robust inflow of institutional money from a weaker base.

Currently, Bitcoin's daily capital inflow stands at $683 million. What's unique about this moment is that net capital inflow has remained positive for 66 consecutive days.

This is despite the local BTC price (white curve) declining and entering a protracted downward trend. Large capital is calmly exploiting this flat to build massive positions.

Short-term

The number of new Uniswap wallets has reached a four-year high.

The network's growth rate has seen a massive surge. In just one day, 2,295 new unique wallets were created in the Uniswap ecosystem.

This figure marks the highest network growth since November 2022, marking the highest influx of new users in the last four years.

Network growth is measured by the number of new addresses interacting with Uniswap smart contracts for the first time.

The current abnormal influx of participants is driven by the release of innovative features in the long-awaited v4 version, expanded smart liquidity r

RWA market capitalization soared to $4.4 billion, up 886% year-over-year.

The tokenized equity sector has demonstrated phenomenal expansion. The total market capitalization of such assets on blockchain networks reached $4.4 billion, a staggering 886.1% increase compared to last year's figures.

Tokenized ETFs (bright green) hold the absolute top spot in the supply structure, with their total balance officially reaching $1.1 billion.

The top three heavyweights included Circle (CRCL), with a market capitalization of $392.9 million, and private space company SpaceX (SPCX), with a market capital

Whales Long ZEC

Two leading traders opened massive long positions in ZEC with 10x leverage, accumulating a combined 29,798 coins for a hefty $37.57 million.

The absolute alignment of entry vectors between two independent institutional wallets clearly confirms that SmartMoney is making an uncompromising bet on strong medium-term growth for the asset.

The first whale opened a massive long position using 10X cross margin, totaling 15,000 ZEC. The notional value of its contract was $18.91 million, with an average entry price of $1,217.06.

The second whale acted almost simultaneously, but used

💵BTC is trading around $81,994.99

💵BTC Dominance: 60.3%

💵ETH is trading around $2,410.82

⚠️The Fear and Greed Index is at 49 points and remains at the "Neutral" level.

⚠️The Alt Season Index is at 55/100

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Bitcoin's MVRV chart signals no overheating

Bitcoin has once again fallen below the 30th percentile MVRV, settling at 25.7%. This occurred immediately after the localized rally in BTC (black curve) was temporarily halted by sellers near $87,000.

The orange percentile curve has sunk deep into the chart, completely erasing any hint of retail overheating. The MVRV %ile Cycle infographic reveals the key advantages of this approach:

This mathematical approach allows for an objective determination of the current MVRV relative to its long-term historical dynamics. In other words, it does not rely

Elon Musk will give away one share ($146) of SpaceX stock to every child in the US next year 🤚

Good marketing the day before SpaceX's quarterly report – October 20th, after the stock market closes.

At least he's not asking people to vote Republican for the drop, like his "daddy" Donny 🤒

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⚡️ A Spy from a MediaMarkt Shelf

Former Mt. Gox CEO Mark Karpelès opened up a Ledger Nano X purchased at a German MediaMarkt and discovered an LTE module inside. According to him, this is the same type of "implant" found in wallets from Southeast Asia—only this version appears ready for mass production.

Ledger stated that it found no signs of tampering in the devices from Germany; nevertheless, the retail chain has pulled the products from its shelves.

Why does Karpelès anticipate further incidents, and what has Ledger forbidden its resellers from doing?

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Weekly Results for Spot BTC and ETH ETFs

US spot ETFs saw positions close in the red, but the scale of selling was significantly reduced compared to previous volatility peaks.

The total net inflow into spot BTC ETFs for the week closed in negative territory, with a result of minus $146.19 million. Meanwhile, the total net assets under management remained at a strong $105.71 billion.

Instruments representing the second-largest cryptocurrency also showed negative weekly dynamics, recording an outflow of minus $250.29 million. The cumulative net assets of ETH ETFs remained at $15.29 billion.