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Bitcoin
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Affairs
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No. 148 · 22 Oct 2026
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MARKET SNAPSHOT
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BTC / USD
$81,774
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24H CHANGE
-2.0%
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ALL-TIME HIGH
$124,749
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FROM ATH
-34.4%
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Your workflows and documentation could open a new revenue stream. AI labs pay to license useful operational data. Bezel helps established companies find a data partner.
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Strait of Hormuz tanker damage jolts oil, revives global inflation and risk fears
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A report from Iranian state television said seven oil tankers caught fire and were damaged in the Strait of Hormuz, pushing Brent up 3.2% to $112.27 a barrel. The move hit global equities and U.S. futures and revived fears that another energy shock could harden inflation and keep financial conditions tight for risk assets, including bitcoin.
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| Macro Geopolitics |
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Bitcoin sinks below $82,000 as AI unease and oil spike hit risk assets
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Bitcoin fell as much as 2.9% to below $82,000 after mixed Tesla and Meta results revived doubts around AI spending and helped push equities lower across Asia. The selloff spread across crypto, with DeFi tokens leading losses, even though spot bitcoin ETFs had still attracted more than $1 billion over the first three sessions of the week.
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China seeks seizure of 61,800 bitcoin from multibillion-dollar fraud case
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Chinese prosecutors are seeking to confiscate more than 61,800 BTC and other assets tied to an alleged 40.378 billion yuan fraud that affected over 102,000 investors. The move comes just days after a U.K. court said Chinese law should govern victims’ claims to the bitcoin, making the handling of one of the largest seized BTC troves newly consequential.
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| Regulation On-chain |
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South Korea says landmark crypto framework is nearing final government approval
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South Korea's top financial regulator said consultations on the Digital Asset Basic Act are in their final stages, with the bill set to establish exchange licensing, stablecoin rules and clearer legal definitions for crypto assets. Lawmakers are simultaneously rethinking a planned January 1, 2027 crypto tax rollout, raising the odds of another delay.
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| Regulation |
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Grayscale expands in-kind subscriptions across 10 crypto ETFs and trusts
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Grayscale expanded in-kind subscriptions across 10 digital-asset funds, letting eligible investors exchange tokens directly for shares instead of first converting to cash. The move extends ETF-style market plumbing deeper into crypto products and could reduce custody and transaction friction for larger allocators.
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COMMENTARY
VOICE FROM THE NETWORK
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Unlock up to $2 million licensing your company data
Have a business larger than 20 people that lives on Slack and is older than a year? Companies like Micro1 want to pay $100k - $2 million to license your data. They anonymize it and then use it to train the next set of frontier AI models.
Bitcoin has dropped from around $84,800 to $82,200.
This isn't happening in isolation.
Asian stocks are selling off as AI spending concerns grow, while rising Gulf tensions are pushing oil higher and adding another layer of inflation risk.
Risk appetite is weakening, and Bitcoin is feeling it.
The key now is whether buyers defend the $82K area or this pullback develops into another leg lower.
24 reposts 26 replies 133 likes
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JUST IN: 🇺🇸 The OCC has officially finalized GENIUS Act stablecoin rules for implementation next January 🚀 https://t.co/MLEiVfltsv
193 reposts 55 replies 1.2K likes
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A new source of BTC demand is emerging.
BTC-focused perpetual preferred stocks have accumulated more than 135,000 BTC in just over a year, despite representing only a fraction of the global fixed income market.
What could happen if adoption expands?
🔗 Read our latest research: https://t.co/AkMvHQD9Ma
237 reposts 32 replies 1.3K likes
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If history is any guide, Bitcoin’s return to its all-time high of $126K will happen suddenly.
My intuition tells me that “suddenly” moment could happen any day now. https://t.co/nyaizyn8Ch
19 reposts 8 replies 423 likes
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we are less than 18 months from the next supply halving and new capital inflows have started. this has never happened before.
39 reposts 20 replies 686 likes
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CHAMATH SAYS BITCOIN WILL EVENTUALLY BE HACKED AND GO TO ZERO
Speaking on the Moonshots podcast, billionaire investor Chamath Palihapitiya warned that advances in AI could eventually break Bitcoin’s cryptography.
He argues that the community is too divided to coordinate a transition to quantum-resistant security.
“I just think it’s capped, and then I think eventually it gets hacked, and then it goes to zero.”
34 reposts 213 replies 332 likes
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