CRYPTO
Crypto Briefing
07 Oct 2026 · 10:45
Binance cold wallet holds nearly 250,000 Bitcoin, ranking first
Arkham Intelligence data shows a Binance cold storage address sits atop Bitcoin's rich list, with a second Binance wallet not far behind The single largest Bitcoin address on the blockchain belongs to Binance. According …
Arkham Intelligence data shows a Binance cold storage address sits atop Bitcoin's rich list, with a second Binance wallet not far behind
The single largest Bitcoin address on the blockchain belongs to Binance. According to Arkham Intelligence, a Binance cold wallet holds approximately 248,598 BTC as of July 4, 2026.
That works out to about 1.24% of Bitcoin’s circulating supply, parked in one address.
Inside the biggest wallet on the chain
The address in question is 34xp4vRoCGJym3xR7yCVPFHoCNxv4Twseo. It first began receiving funds on October 18, 2018.
Since then, it has logged 5,531 inbound transactions. The most recent deposit landed on or around July 3, 2026, according to Arkham’s data.
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Outbound activity tells a very different story. The wallet has not sent a single transfer out since January 7, 2023.
That pattern is typical of cold storage. A cold wallet keeps its private keys offline, away from internet-connected systems that hackers can reach.
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Binance holds more than one top spot
The top wallet is not Binance’s only entry near the summit. A second cold wallet linked to the exchange, at address 3M219KR5vEneNb47ewrPfWyb5jQ2DjxRP6, reportedly holds between 172,000 and 175,000 BTC.
The broader leaderboard shows how top-heavy Bitcoin ownership looks at the address level. Arkham’s figures indicate the twelve largest Bitcoin addresses together hold about 1.35 million BTC, equal to around 6.72% of the total supply.
Why exchanges dominate the rich list
Binance’s cold wallets store customer funds offline, according to the research. The coins in that address largely represent deposits from many users, pooled together for safekeeping.
Cold storage is the industry’s standard answer to that risk. By keeping keys offline, exchanges reduce exposure to the remote attacks that have drained hot wallets over the years.
What this means for the market
The most notable detail here may be the silence. No outbound transfers since January 7, 2023 suggests Binance has not needed to tap this reserve to meet withdrawals.
The research notes that holdings of this size could influence Bitcoin’s price dynamics if ever liquidated. There is a flip side to all that stillness: according to the research, large holdings sitting idle could potentially restrict available market liquidity, particularly given Bitcoin’s fixed supply.
The steady stream of inbound deposits into the primary wallet, most recently around July 3, 2026, offers a rough read on user behavior. Continued inflows into cold storage imply customers are leaving coins on the platform rather than pulling them out.
CRYPTO
Pypi.org
07 Oct 2026 · 10:45
marketiv added to PyPI
The MarketIV financial impact graph, in Python — news→market impact (why, who, direction, ripple) across stocks, commodities, FX, crypto, and private companies. The financial impact graph, in Python.News who it touches and why the …
The MarketIV financial impact graph, in Python — news→market impact (why, who, direction, ripple) across stocks, commodities, FX, crypto, and private companies. The financial impact graph, in Python.News who it touches and why the causal channel, the story's lean, and the
ripple across stocks, commodities, FX, crypto, and private companies.A research, scre…
CRYPTO
Raw Story
07 Oct 2026 · 10:45
A world of pain awaits Todd Blanche — and Trump's pardon is useless
Two things about this administration stick out like sunflowers, though they're blooming black instead of bright yellow. First, it is absolutely apparent that if one is close enough to Trump, ethics and the law …
Two things about this administration stick out like sunflowers, though they're blooming black instead of bright yellow. First, it is absolutely apparent that if one is close enough to Trump, ethics and the law pose no limitations in the ever-pursuit of money … Two things about this administration stick out like sunflowers, though they're blooming black instead of bright yellow.
First, it is absolutely apparent that if one is close enough to Trump, ethics…
CRYPTO
Crypto Briefing
07 Oct 2026 · 10:45
UK Treasury taps six banks as joint lead managers for digital gilt pilot
DIGIT is a UK government pilot to explore the use of distributed ledger technology in sovereign debt issuance and settlement. The UK government has named six major banks as Joint Lead Managers for its …
DIGIT is a UK government pilot to explore the use of distributed ledger technology in sovereign debt issuance and settlement.
The UK government has named six major banks as Joint Lead Managers for its planned Digital Gilt Instrument (DIGIT).
Announced on Oct. 6, the lineup includes Barclays, HSBC, Lloyds, Morgan Stanley, NatWest, and RBC Capital Markets. The banks will provide underwriting and other traditional lead manager services, engage with investors and distribute DIGIT when it is issued.
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The appointments complete the procurement phase, paving the way for targeted investor engagement ahead of launch. Expected in the first quarter of 2027, the pilot will mark the UK’s first issuance of a digitally native government bond.
DIGIT will be a short-dated, digitally native sovereign bond designed to test distributed ledger technology across the bond’s issuance and lifecycle. It will be issued on a platform operating within the Digital Securities Sandbox and use on-chain settlement, while remaining separate from the government’s main debt management programme.
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The pilot will allow the government to assess how DLT could be incorporated into UK sovereign debt markets and whether new digital infrastructure can improve market processes.
The issuance forms part of the UK government’s wider push to digitalize wholesale financial markets and strengthen the country’s competitiveness in digital finance. It follows HSBC’s appointment as the DLT supplier in February and a July memorandum of understanding between HSBC and the London Stock Exchange Group covering a potential bilateral Digital Securities Depository link.
The government said DIGIT will also support the development of UK-based DLT infrastructure and encourage adoption of the technology across financial markets.
CRYPTO
The Straits Times
07 Oct 2026 · 10:45
Bitcoin rally and the Token2049 conference in Singapore
Sign up now: Get ST's newsletters delivered to your inbox Bitcoin bulls descend on Singapore in search of the next big bet Eric Trump, the US president’s second son and executive vice-president of the …
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Bitcoin bulls descend on Singapore in search of the next big bet
Eric Trump, the US president’s second son and executive vice-president of the Trump Organisation, will discuss The Future Of Finance, Built In America.
Crypto’s movers and shakers are gathering in Singapore for one of their biggest conferences of the year as a Bitcoin-led rally revives hopes that a new bull market is taking shape.
About 25,000 people are expected to converge on the city-state’s iconic Marina Bay Sands this week for Token2049.
More than 500 exhibitors and 300 speakers are slated for the Oct 7-8 event, including Hyperliquid chief executive officer Jeff Yan, Polymarket CEO Shayne Coplan and World Liberty Financial co-founder Eric Trump.
Bitcoin’s rally from US$58,000 at the end of June to roughly US$85,000 on Oct 6 has spurred talk that the crypto winter is thawing, though the market has yet to regain the momentum and confidence of earlier bull cycles.
Token2049 may offer insights into what crypto’s founders, builders, investors and financial institutions are betting on next.
“I’ve been one of the few attending Token2049 since the first one in 2018; looking back highlights just how far this asset class has matured,” said Dovey Wan, founding partner of crypto investment firm Primitive Ventures. “Through every boom and bust, staying in the game with those who built from day one is what truly matters.”
‘Not euphoria’
The industry has weathered a prolonged slump since October 2025, when Bitcoin plunged from its record high above US$126,000. But a 43% advance in the three months through September gave the largest cryptocurrency its strongest quarter since the final three months of 2024, when crypto-friendly US President Donald Trump won re-election.
One of the first keynote addresses of the conference is titled Crypto Spring Turning Into Full-Blown Bull Market by BitMine chairman Tom Lee.
Still, Bitcoin has struggled to break above US$87,000 as rising Treasury yields weigh on speculative assets.
The mood is better than it was in June, but it is “definitely not euphoria”, said Haseeb Qureshi, managing partner at crypto-focused venture capital firm Dragonfly.
The market has absorbed setbacks such as the US Senate’s failure to advance the Clarity Act, while growing institutional participation and the expansion of stablecoin use have helped support confidence, he said.
Converging worlds
One major theme at the conference will be how parts of traditional finance are moving onto blockchain networks, essentially putting assets and financial transactions on technology originally developed for cryptocurrencies. Tokenised assets, stablecoins and around-the-clock trading are increasingly bringing the two worlds closer together.
The value of tokenised real-world assets such as bonds, commodities and equities has surged, reaching more than US$38 billion at the end of September, according to RWA.xyz, whose tally excludes stablecoins.
The speaker line-up reflects that growing convergence, with crypto-native executives appearing alongside traditional financial industry leaders including Nasdaq chair and CEO Adena Friedman and Franklin Templeton CEO Jenny Johnson.
Eric Trump, the US president’s second son and executive vice president of the Trump Organisation, will speak on The Future Of Finance, Built In America.
Other big-name speakers include Ethereum co-founder Joseph Lubin, Binance co-CEO Richard Teng and crypto billionaire Justin Sun, an early investor in the Trump family’s World Liberty Financial who is now embroiled in a dispute with it.
Reigning Formula 1 champion Lando Norris, in town for this week’s Singapore Grand Prix, is also speaking at a session titled The Drive To Win.
Notably absent from this year’s line-up are Tether CEO Paolo Ardoino and Robinhood CEO Vlad Tenev, who were both key speakers in 2025.
Agentic payments
Artificial intelligence will be another major thread, particularly as the crypto industry experiments with using digital currencies and blockchain networks to enable payments between AI systems.
Qureshi, who spends much of his time looking at the intersection of crypto and AI, said he is particularly interested in “agentic payments”, where AI agents make payments on behalf of users or transact with one another.
“It’s early, but it’s where I see the smartest founders trying out new ideas,” Qureshi said.
Hacks and cybersecurity are also likely to be topics of conversation following a spate of recent attacks, including the US$388 million heist at crypto exchange Bitget just two weeks ago.
Bitget CEO Gracy Chen said that, for her, the value of Token2049 lies less in what happens on stage than in the conversations off it. “It is a useful opportunity to compare what we are seeing at Bitget with what the broader market is prioritising,” she said.
Chen would like to see more regulators and policymakers speaking at the event, particularly as the industry grapples with how stablecoins, tokenised assets and crypto platforms should fit into the wider financial system.
Some of the most consequential questions “cannot be answered by the industry alone”, she said.
Singapore is cementing its status as a major digital-asset hub, with Chainalysis data showing US$284 billion (S$363 billion) of crypto activity in the city-state between July 2025 and June 2026, up 55.4% from the previous year.
This week it will host hundreds of side events around Token2049.
“Token2049 is one of the key points on the industry calendar,” said conference co-founder Alex Fiskum. “It’s an opportunity to take stock of where the industry stands, build new partnerships and set the agenda for the year ahead.” BLOOMBERG
CRYPTO
Crypto Briefing
07 Oct 2026 · 10:45
Pump.fun’s $2.8 billion on-chain treasury is mostly its own PUMP token
Arkham data shows the Solana memecoin launchpad holds about $2.19 billion in PUMP alongside wrapped SOL, stablecoins, and memecoin pools Pump.fun, the Solana memecoin launchpad, holds $2.8 billion in on-chain assets. That pile includes …
Arkham data shows the Solana memecoin launchpad holds about $2.19 billion in PUMP alongside wrapped SOL, stablecoins, and memecoin pools
Pump.fun, the Solana memecoin launchpad, holds $2.8 billion in on-chain assets. That pile includes its own PUMP token, wrapped SOL, USDC, USDT, and a scattering of memecoin pools.
What’s in the wallet
Arkham Intelligence identifies roughly $2.838 billion in on-chain assets tied to pump.fun as of October 6, 2026. The PUMP token accounts for approximately $2.19 billion of that total, representing about 341.224 billion PUMP tokens.
Pump.fun holds approximately 2.786 million wrapped SOL (WSOL), valued at around $336 million. On top of that, the platform holds 450.5K SOL in unwrapped form, worth about $54 million.
Arkham’s data shows 168.7 million USDC, worth about $169 million, and 46 million USDT, worth about $46 million. Smaller positions in various memecoins fill out the remainder.
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Buybacks, burns, and unlocks
Pump.fun runs a buyback-and-burn program funded by 50% of its net revenue. The platform uses that money to buy PUMP on the open market and permanently destroy it.
By late September 2026, cumulative buybacks had passed roughly $460 million. More than 167 billion tokens have been removed from circulation since the program began.
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In July 2026, 57.28 billion PUMP tokens were distributed to 121 wallets as part of post-cliff linear vesting for team members and investors.
How pump.fun got here
PUMP launched in July 2025 through an initial coin offering that raised about $1 billion. The sale priced the token at a fully diluted valuation of around $4 billion.
Cumulative decentralized exchange volume on pump.fun exceeds $97 billion. Annualized revenue is reported in the hundreds of millions, which is what funds the buyback program in the first place.
What this means for PUMP holders and the memecoin market
The PUMP treasury stake is harder to value. A project’s holdings of its own token are worth what buyers will pay, and selling 341.224 billion tokens in size would likely test that price quickly. The stablecoin and SOL holdings represent the liquid side of the ledger that can be spent or deployed without that constraint.
The July 2026 distribution to 121 wallets marked the start of linear unlocks, meaning more insider tokens could reach the market over time. Watching on-chain flows from those wallets to exchanges is one way traders can gauge sentiment.
CRYPTO
Bitcoinfoundation.org
07 Oct 2026 · 10:45
Monad Price Drops 12%: Is MON’s Breakout Already Falling Apart?
Monad experienced a sharp decline since mid-September, and its price dropped below $0.03 on October 6. According to CoinMarketCap, MON price was $0.029 as of the latest data, down about 11% in the past …
Monad experienced a sharp decline since mid-September, and its price dropped below $0.03 on October 6. According to CoinMarketCap, MON price was $0.029 as of the latest data, down about 11% in the past 24 hours after multiple days of declines.
Read More: He Says His Binary Options Strategy Brings In $2,000 a Week—Watch Him Trade Live
Monad Crypto Price Falls 12%: What Happened to MON’s Breakout?
The recent Monad price drop has erased part of the token’s late-September gains. Historical CoinGecko data indicate that MON prices increased from $0.0240 on September 23 to $0.0337 on October 1, with declining prices after that date.
MON Drops Below $0.03 After Recent Rally
MON price today is under the key psychological level of $0.03 per token. According to CoinMarketCap, the current MON price is about $0.0289. The daily reference rate for MON on October 4 was about $0.0333.
That reversal occurred after a period of price volatility, with MON stock trading between $0.03 and $0.05. Failure to establish prices above $0.03 signals a lack of momentum in the near term but does not confirm a long-term MON downtrend.
Profit-Taking Hits MON After a 30%+ Weekly Rally
One factor explaining why is Monad price falling is profit-taking after the token’s strong previous gains. According to a CoinMarketCap article published October 5, key factors in MON’s recent sell-off include profit-taking and other effects of previous strong gains
That sequence helps explain why is MON price down now: traders had locked in large short-term profits from recent gains and were likely looking to sell during periods when the price was flat or falling.
This also helps explain why is MON crypto down despite the absence of any apparent downside-specific news about the MON token as of October 6.
Read More: What Is Midnight Crypto? Why the NIGHT Token Is Gaining Attention
Is the Current Pullback a Correction or a Trend Reversal?
For traders asking what is happening with MON crypto, current market information suggests that the recent price action is a correction rather than a confirmed trend reversal.
Market commentaries recently explained the recent price action as a correction following an uptrend but noted risks of further declines if key support levels are breached.
MON price analysis will depend on traders’ ability to support the token price following its move below $0.03. Further declines and MON sales will support bearish arguments for the token, while a rebound above recent lows will help technical arguments for a short-term rebound.
Can MON Hold the Key $0.027 Support Level?
MON is approaching an important price level from the recent rally. MON price data as of October 6 indicates that the price was approximately $0.029, down from $0.03394 on October 3, with prior price resistance at approximately $0.027 before a breakout in late September.
That price range is common for previous MON support levels. The token’s ability to hold within or near this price range following multiple sessions of lower prices can be significant.
Why $0.027 Became the Most Important Level for MON
The importance of $0.027 stems from recent price developments. On September 29, MON was priced at or near $0.027 and rose 18.19% on September 30 to $0.03178. Media reports at the time identified the move through $0.027 as a Monad breakout above resistance, with that area subsequently becoming support.
This resistance-to-support transition puts $0.027 among the most closely watched Monad key support levels following the rally. A return to the area would effectively bring MON back toward the base of its latest breakout.
. @monad is valued at $382M. 24-hour volume is $37.4m
numbers from CoinMarketCap today
→ Market cap $382.05M, rank 124
→ Fully diluted valuation $3.68bn
→ Total supply 100.68bn, circulating supply 11.82bn
→ 24-hour volume $37.41m, or 9.82% of the market cap
→ Price is down… pic.twitter.com/MpsTc8I7yp — Dip (@Dipdas2001) October 5, 2026
What Happens If Monad Price Falls Below $0.027?
A prolonged dip below $0.027 would negatively impact the September 30 breakout setup. Previous market data indicate that MON’s lowest price on the breakout day was $0.02649. The price for the prior day was $0.02689.
Such a decision would likely return MON’s price to its prebreakout range instead of projecting any particular downside price. Information suggests that $0.027 is a significant MON price level but not a minimum price.
The Next Support Levels to Watch for MON
Below $0.027, traders may find historical trading levels from previous late-September sessions that could provide support. Historical MON prices show that it traded at $0.025-0.026 prior to the breakout, so these levels are likely to attract interest from traders.
Other Monad price analysis should be separate from historical price information. While past price information can show areas of MON buying interest, it is not a reliable predictor of future buying interest at those prices. Market sentiment about MON is currently mixed, and CryptoSlate gives MON a neutral technical outlook.
Monad Privacy Upgrade: Can It Revive MON Price Momentum?
Privacy is listed as a possible Monad benefit, though details shared by the project don’t match the market excitement. Before an event in Singapore scheduled for October 6, Monad shared a social media post saying, “Privacy is coming,” and other ecosystem news reported that Category Labs will announce new privacy-related products at the event.
Monad privacy upgrade is coming as MON is trading at lower levels following the recent price increase. As of October 6, the price was about $0.03, the price was about 8% lower after 24 hours but 9% higher than the price a week earlier.
What Monad Revealed About Its Privacy Plans
Public information about the project is scarce. Advance reports indicate that Monad’s goals include reducing incentives for private on-chain transactions and addressing fragmentation of market liquidity due to privacy concerns that lead institutions to use private systems. Details about the technology behind Monad’s privacy features and plans for broader deployment are not publicly available.
Updates about other ecosystem research efforts offer more details, including research into technologies to help keep orders hidden in the order book until they are filled. These other efforts are not evidence about what product Monad will release.
Monad ($MON) reality check after the privacy teaser pump
Monad burns tokens party ❌
Monad sells tokens party ✅
Monad is biggest Scammers ever. Rev fee in 24h $20 only
IN RH everything is organic https://t.co/KMcvyoTPmQ pic.twitter.com/avafL86Cej — monfucker (@Deadshot_0_1) October 6, 2026
Why the Privacy Upgrade Initially Sent MON Higher
The announcement was followed by a spike in MON price. Market data showed that MON traded more than 17% higher on October 1 from the prior day, closing the day around $0.0324, according to traders’ anticipations of the October 6 announcement.
The transaction boosted a recent MON breakout, which previously helped lift the token’s price above $0.027. Reports do not confirm that the rise in MON’s price was entirely due to the privacy announcement, so it is more accurate to describe the price increase as coinciding with increased expectations about the pending privacy announcement.
Can the New Catalyst Offset the Current Selling Pressure?
The privacy project has attracted attention, but monetization opportunities may be limited by the details of the project. Details of the project’s planned services and timeline were not fully disclosed before a project presentation on October 6, so it is unclear how widely the project’s services will be adopted or valued in the market.
At the same time, MON price has fallen from last week’s highs, and the current MON price is below last week’s high of $0.033.
MON price catalyst remains unconfirmed. More information about the product might encourage investors, but there is insufficient evidence to conclude that privacy features will help reverse the recent price decline and lead to future price increases in MON.
Factor Current Status Potential MON Price Impact Privacy initiative Announced, full details pending Potentially bullish MON reaction Rose over 17% on October 1 Positive initial response Key breakout level MON moved above $0.027 Strengthened short-term momentum Recent price action MON fell back below $0.033 Selling pressure remains Product details Scope and timeline unclear Impact remains uncertain Adoption Not yet measurable Key factor for future momentum
Monad’s Stablecoin Expansion Adds Another Bullish Catalyst
Monad is growing its stablecoin offering in an ecosystem where other dollar-denominated tokens are already widely used. On-chain metrics show Monad’s stablecoin market capitalization of around $711 million, a 3.5% increase in the last week, and over $1 billion in total value locked in DeFi applications.
New Monad stablecoin plans include additional regulated Singapore and U.S. dollar-denominated assets. On October 1, StraitsX announced plans to launch native XSGD and XUSD stablecoins on Monad in early 2027, pending technology and regulatory approvals.
How Stablecoins Could Increase Activity on Monad
Stablecoins offer settlement and payment liquidity benefits to users without exposing them to price risk in MON. StraitsX noted opportunities to use XSGD and XUSD stablecoins for cross-border payments and settlement and card programs on Monad. These uses of XSGD and XUSD on Monad are hypothetical at this time.
Monad currently has significant chain activity, with recent data indicating that about 5.65 million transactions and 12,800 unique addresses have interacted with Monad in the past 24 hours.
New native stablecoins on Monad could provide more payment and other financial services options for users, but adoption of new stablecoins on Monad is unknown.
StraitsX Plans XSGD and XUSD Deployment on Monad
Under the agreement, XSGD will be the first stablecoin pegged to the Singapore dollar to be issued directly on Monad. XUSD will be a stablecoin pegged to the U.S. dollar. XSGD and XUSD issuers, StraitsX companies, are licensed as Major Payment Institutions under Singapore’s Payment Services Act.
The deployment is scheduled to occur in early 2027, not right now. StraitsX claims its infrastructure processes nearly $70 billion per year in stablecoin transactions, though this is volume for the company’s overall infrastructure and not expected Monad volume.
Read More: Is UDR Crypto a Scam? What to Know About United Dividend Reserve Token
Does Growing Network Activity Translate Into Higher MON Demand?
Higher stablecoin adoption does not guarantee increased demand or MON price . Monad has 24-hour DEX trading volume and chain fees of $30 million and $16,600 per day, respectively, and a stablecoin market cap of over $700 million. Both numbers indicate stablecoin demand on Monad, but stablecoin demand and MON price are not directly correlated.
The StraitsX integration may increase demand for Monad crypto if the planned payment and settlement services offered through the integration gain traction with users and investors. Potential Monad crypto use cases may include increased demand for stablecoins. The StraitsX integration is a potential long-term growth opportunity but not proof that increased stablecoin demand will be sustained.
MON Faces a Major Token Unlock in November
Monad is approaching its largest scheduled supply event since launch. Vesting trackers currently show the next major MON token unlock on November 24, 2026, when approximately 16.61 billion MON are due to become unlocked.
The event is unusually large compared to the existing token supply. As of this writing, the circulating supply is about 11.83 billion MON, greater than the number of tokens to be issued in this event.
$500M+ of MON Tokens Are Scheduled for Release
At current MON market prices, the November unlock is worth over $500 million in value but will change as the value of the token changes. DeFiLlama currently estimates the value at around $495 million. Other sources have estimated the value of the cliff unlock to be over $520 million recently.
Monad November token unlock includes mostly previously vested allocations. Estimates based on vesting schedules suggest 10.7 billion MON allocated to the team, 5.3 billion to investors, and 1.07 billion to the Category Labs Treasury.
$MONAD is getting the first big unlock on 23 november, the likely scenario for this is that it will get scamp pumped to it.
Every chain has runners now and with FOMO rotations will be made much easier.
That's why I think solana:ZDa1Q2A5aAymnhPehqd2fUmHSP53Ry9brBPFRu7ffrb… pic.twitter.com/oevPNCpxYI — Bradley (☄️) (@solbrdl) October 1, 2026
Why the November 24 Unlock Could Pressure MON Price
The main risk is the additional supply coming to the market. The November 24 token release accounts for about 16.6% to 16.8% of the total token supply across several major token vesting tools. It is a larger percentage of the total token supply than is currently in circulation.
However, an unlock is not the same as a sale in the open market. An unlock eliminates lockup provisions on tokens, but there is no information about actual sales by token holders. Monad token unlock could lead to increased supply in the market, but it does not necessarily mean the price will fall.
Can Monad Absorb the Additional Supply?
MON recently had approximately $53-55 million in daily spot-market trading volume and a market capitalization of about $342-360 million. The planned November launch is much greater than a single day’s trading volume in MON spot market and other indicators of its size.
Whether the market takes these tokens will depend on various factors, including the amount that becomes available to trade on exchanges and market interest at that time. These factors cannot be estimated using current information about MON vesting and other market activity, so it is impossible to predict the effect on MON crypto market.
Metric Current Estimate Why It Matters Unlock date November 24, 2026 Next major MON supply event Tokens unlocking 16.61B MON Exceeds current circulating supply Share of total supply 16.6%-16.8% Large one-time supply release Team allocation ~10.7B MON Largest unlock allocation Investor allocation ~5.3B MON Potential source of market supply Category Labs Treasury ~1.07B MON Smaller scheduled allocation Estimated unlock value -405M-520M+ Varies with MON price Current circulating supply ~11.83B MON Smaller than scheduled unlock
Monad Price Outlook: What Comes Next for MON?
MON is trading at around $0.029, down about 11% on the day, within a range bounded at the bottom by a recent breakout from around $0.027 and at the top by high levels seen in early October above $0.035. Available market data indicate that MON price is up about 8% from its September 29 price, even with the recent decline.
Short-term Monad price prediction depends on whether can MON recover above $0.03 or fall back to its pre-breakout price range.
Bullish Scenario: MON Reclaims $0.03 and Retests $0.037
A gain above $0.03 would return MON to its levels from the first few days of October. Highs in intraday trading on October 1 and 2 of $0.03524 and $0.03580, and $0.03549 on October 4, indicate a resistance level of $0.035-$0.036.
Technical pivot levels suggest $0.0357 as a MON resistance level. This supports other indications of resistance in that area. Breaking through to $0.037 would likely require MON to break through recent price highs. Thus, the MON price prediction of $0.037 remains a speculative scenario, not a guaranteed price level.
$MON PRICE PREDICTION: IS A 1000% RALLY LOADING? 🚀
The #MON daily chart is holding its strongest support trendline since February. Higher lows are forming from $0.019 to $0.034, and buyers defended the demand zone again. Smart money is accumulating while retail waits.
✅ Entry… pic.twitter.com/om0uKuLxjG — Crypto Patel (@CryptoPatel) October 1, 2026
Bearish Scenario: MON Loses $0.027 Support
The bear case has a target price of $0.027, the previous resistance level broken during MON rally on September 30. On that day, MON opened at about $0.02686 and touched a daily low of $0.02649 before rising 18% to close at about $0.03178.
A move lower out of that region would take the price back to its original trading range before the breakout. Technical analysis also shows the $0.0277 level as a key area of deeper Monad support, suggesting the $0.027-0.028 range may be relevant to near-term Monad resistance levels and support configuration.
Why the November Unlock Could Decide MON’s Next Major Move
The November 24 supply event is a key factor, in addition to technology considerations. Records confirm 16.61 billion MON tokens will vest, or 16.6% of the total MON supply, which is higher than the current circulating supply of about 11.83 billion tokens.
The tokens are mainly issued to individuals and private investors, with a portion going to the foundation. The market value of the tokens is between $415 million and $495 million, based on live MON price movements.
This doesn’t necessarily mean that recipients will sell their tokens. However, because the upcoming supply change is so large, factors related to the November unlock are more important than usual in MON price analysis and may play a larger-than-normal role in determining MON future price.
The effect of the November unlock on MON’s price will depend on other factors, including the amount of newly unlocked MON sold into the market and MON demand.
Scenario Key MON Price Level What to Watch Bullish recovery Above $0.030 MON reclaims the key psychological level Resistance test $0.035-$0.036 Recent highs and technical resistance Bullish extension Around $0.037 Requires a break above recent resistance Key support $0.027-$0.028 Important pre-breakout trading area Bearish move Below $0.027 Return toward the pre-breakout range November unlock 16.61B MON Potential increase in available token supply
Is MON Crypto Still Set for a Recovery?
Recovery is possible, but there is no evidence of market recovery to date. MON’s price on October 6 is around $0.029 and has dropped by about 11% in the last 24 hours, though it is still about 8% higher than its price on September 29. The recent MON price drop followed a rally above $0.035, while a recovery above recently lost levels would improve the near-term setup.
Fundamentals may be positive for demand. The StraitsX project intends to launch XSGD and XUSD tokens on Monad in 2027, and a privacy-related development for the project provides another potential liquidity benefit.
Read More: Best Crypto to Buy Before the Next Crash: Top 5 Coins to Watch Through the End of 2026
Information about the privacy-related program and its use within the community is scarce, and these fundamentals are not likely to increase demand for MON crypto.
The biggest risk is supply. Vesting information indicates a large unlock event on November 24. Approximately 11.83 billion MON are already unlocked.
This question about will Monad price recover involves both technical and ecosystem factors and market responses to an increased token supply. Current data suggest a possibility of Monad token price recovery but not a strong indication of a price trend reversal to the upside.
CRYPTO
Crypto Briefing
07 Oct 2026 · 10:45
Anthropic CEO Dario Amodei earned $18 million in 2025, mostly from stock and options
Dario Amodei, CEO of AI lab Anthropic, reportedly earned $18 million in 2025, with the majority of his compensation coming from stock and options. His base salary was increased to $1.4 million in July, …
Dario Amodei, CEO of AI lab Anthropic, reportedly earned $18 million in 2025, with the majority of his compensation coming from stock and options. His base salary was increased to $1.4 million in July, as Anthropic continues its preparations for a potential initial public offering (IPO). This development comes as the company, valued at $965 billion in its last private funding round, confidentially filed for an IPO earlier this year. The significant earnings and salary increase may suggest confidence in Anthropic’s financial health as it gears up to enter the public market.
Key Takeaways
Markets suggest that Amodei’s compensation reflects confidence in Anthropic’s financial health ahead of its potential IPO.
Anthropic’s valuation in recent private rounds places it above its competitor OpenAI, contributing to market interest in its IPO.
Market pricing appears supportive of scenarios where Anthropic’s market cap could exceed $1.25 trillion at IPO close.
What to Watch
Market participants will be focused on any announcements regarding Anthropic’s IPO pricing and timing, which could influence market perceptions. Key indicators to monitor include any updates on financial disclosures or strategic investor movements that align with a higher valuation scenario. Observers will also be attentive to regulatory developments and market conditions that could impact Anthropic’s public debut.
CRYPTO
Crypto Briefing
07 Oct 2026 · 10:45
BlackRock still has no plans for an XRP ETF, and one analyst calls that a bearish signal
The world's largest asset manager keeps passing on XRP while seven rival spot XRP ETFs hold roughly $1.77 billion in assets BlackRock, the asset manager overseeing roughly $15 trillion, still has no plans to …
The world's largest asset manager keeps passing on XRP while seven rival spot XRP ETFs hold roughly $1.77 billion in assets
BlackRock, the asset manager overseeing roughly $15 trillion, still has no plans to launch a spot XRP ETF. The firm first said so in August 2025 and has held that position through late September 2026.
A recent Motley Fool analysis argues that BlackRock’s absence is reason enough to be bearish on the token for now.
What BlackRock has actually said
In August 2025, after Ripple’s long-running lawsuit with the SEC was resolved, the firm said it had no plans for either an XRP or a Solana ETF. The firm has kept its crypto ETF lineup focused on Bitcoin and Ethereum, two markets where it has launched products and now dominates in the US.
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In September 2025, Robbie Mitchnick, BlackRock’s head of digital assets, laid out a five-factor framework the firm uses to evaluate new crypto ETFs. Those factors are client demand, market value, liquidity, maturity and portfolio fit. Mitchnick ranked client demand as the most important of the five.
By BlackRock’s own criteria, XRP does not currently clear the bar. The firm appears to view the token as falling short on market maturity, liquidity and fit within client portfolios.
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The XRP ETF market is moving on without it
Seven US issuers have already launched spot XRP ETFs. As of September 25, 2026, those funds collectively held around $1.77 billion in assets. That works out to approximately 1.18 billion XRP tokens, or about 1.9% of the token’s circulating supply.
The Ripple connection that isn’t an XRP connection
BlackRock accepts Ripple’s RLUSD stablecoin as collateral in BUIDL, its tokenized Treasury fund. RLUSD is a dollar-pegged stablecoin, designed to hold a steady value. XRP is a volatile crypto asset whose price moves with the market. Accepting the first as collateral says nothing about launching an ETF built on the second.
Why the Motley Fool analyst is bearish
BlackRock’s absence from the XRP space is reportedly contributing to a more cautious market outlook on the token compared with Bitcoin and Ethereum. If the largest asset manager on the planet keeps looking at XRP and deciding its clients don’t want it, that is a signal other institutions may notice.
What this means for XRP investors
The roughly $1.77 billion already sitting in rival XRP ETFs is a live experiment in whether the token can attract steady institutional flows without BlackRock’s brand attached. If those seven funds keep growing, it would feed directly into the client demand metric that Mitchnick says matters most to BlackRock.
The key data points to track are assets under management across the seven existing XRP ETFs, any change in BlackRock’s public language on the token, and whether the circulating supply share held by ETFs climbs meaningfully above its current 1.9%.
CRYPTO
Crypto Briefing
07 Oct 2026 · 10:45
Applied Digital reportedly eyes up to 1 GW of Finnish power for an AI campus
A post on X says the US data center developer is going international, though the company's own disclosures still center on North Dakota and Alabama Applied Digital Corp (NASDAQ: APLD) is expanding internationally, according …
A post on X says the US data center developer is going international, though the company's own disclosures still center on North Dakota and Alabama
Applied Digital Corp (NASDAQ: APLD) is expanding internationally, according to a post on X. The post says the company is securing up to 1 GW of power in Finland for a planned AI data center campus.
A caveat belongs up front. Research into the company’s public activity found no disclosed plans for Finnish expansion or power procurement as of early October 2026. Until Applied Digital confirms it, investors should treat the report as unverified.
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What the numbers look like
Applied Digital recently finished an expansion at its Polaris Forge 1 campus. That build added 75 MW, lifting the site’s operational capacity to 250 MW. The company is targeting 400 MW at that campus by 2028.
Applied Digital reports approximately $36 billion in contracted long-term leases. Those leases span five AI campuses with a combined critical IT load capacity of 1.41 GW.
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So a Finnish campus at the top of the reported range would come close to matching the company’s whole contracted footprint.
Why Finland keeps coming up
Google announced a €13 billion investment for AI infrastructure in the country in September 2026.
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Separately, APL Group has a 100 MW hyperscale project there. Note the similar ticker-style name: APL Group is a different company from Applied Digital, which is worth remembering before anyone trades on a headline.
From Bitcoin hosting to AI factories
Applied Digital’s current identity is relatively new. The company began with blockchain-centric operations before pivoting toward purpose-built facilities for AI and high-performance computing, which it calls AI factories.
Applied Digital has leaned into that model. It targets long-term partnerships with investment-grade hyperscalers, the large cloud and tech companies with strong credit ratings.
Its stated growth plan points to multi-gigawatt expansion through leases and additional sites by 2031-2032. Its existing power pipeline, also measured in multiple gigawatts, sits in North Dakota and Alabama.
Nothing in that plan, as publicly described, mentions Europe.
What this means for investors
The first thing to watch is simple: confirmation. A move of this size would typically show up in company filings, an investor presentation, or an official announcement. Until then, the Finland report sits in the “interesting if true” pile.
For now, the verified numbers remain 250 MW operational at Polaris Forge 1, 1.41 GW of contracted capacity, and roughly $36 billion in leases. The 1 GW Finnish figure is the one to watch for an official stamp.