AI Boom, Debt, and Bubble Conversations

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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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

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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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