Sigma crypto chad
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My name is Sigma. With 12 years in trading and a stellar crypto team. I'm starting a diary on my trades.

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๐Ÿšฌ Grok Leads in AI-Agent Trading

According to the Coinbase Developer Platform, Grok accounts for 59.54% of the notional trading volume via Coinbase for Agents. It is followed by Custom CLI at 21.73% and Claude at 13.37%.

Perplexity holds a 3.48% share, ChatGPT 1.54%, and Claude Code 0.35%. The company also noted volume growth across spot, futures, and equity markets.

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๐Ÿค‘ Gold and silver prices are down 4% and 5% respectively for the day

Meanwhile, the yield on 10-year US bonds is rising to a new 19-year high.

The combined market capitalization of gold and silver has lost $1.2 trillion today.

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๐Ÿช™Ethereum is evolving into a "cryptographic world computer," according to Vitalik Buterin

People will likely continue calling the network a blockchain out of habit. In reality, however, it will be a hybrid of Satoshiโ€™s ideas and new forms of cryptography that did not exist in 2009.

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Polymarket has launched 15-minute BTC price prediction markets for the US market

This market has been available in other regions since the beginning of the year and will now see a significant boost in liquidity thanks to US day traders.

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๐Ÿค‘TD Cowen analysts recommend buying SpaceX with a target price of $200 (currently $148).

They project leasing revenue to rise to $14 billion by 2026.

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โค3
๐Ÿ˜ฎ A Bull Market, but Showing Signs of Overheating

CryptoQuant has warned of the risk of a short-term Bitcoin correction to $80,000. Unrealized profits among short-term traders have reached 33%โ€”a high not seen since December 2024.

At the same time, demand is weakening: spot demand has dropped by 170,000 BTC over the past 30 days, and the inflow of speculative liquidity into futures markets has fallen sharply. However, analysts do not yet view a potential pullback as the end of the upward trend.

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๐Ÿ“Š Moderna shares fell nearly 7% after Citi downgraded the stock to "Sell" with a price target of $80; the current price is $188

Bankers believe that all the upside from future new drugs is already priced in.

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๐Ÿ’ธ Spot Bitcoin ETFs attracted about $2.65 billion in net inflows in September

The funds' total assets grew to $108 billion.

Over the month, more than $58 billion in trading volume passed through them.

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๐Ÿ’ณ According to PeckShield, the crypto industry lost over $768 million to hacks in September. This is the worst figure since the beginning of 2026

Over 90% of the losses stemmed from two incidents:

โ€ข an attack on Bitget involving approximately $388 million;
โ€ข a $320 million exploit of the Liquid Network.

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๐Ÿ”ŽFollowing the NFP revision and the rise in unemployment, the market is pricing in an approximately 85% probability that the Fed will hold rates steady

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๐Ÿ’ณ Anonymous AI Subscription

The Ethereum Foundation has launched zkAPI, a system that allows users to pay for AI models with cryptocurrency without linking their requests to their identity.

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๐Ÿ• Over the past eight months, the team behind the TRUMP memecoin transferred 82 million tokensโ€”worth $249 millionโ€”to centralized exchanges

Initially, the project team was allocated 80% of the total supply (800 million TRUMP).

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๐Ÿ‹ A Bitcoin whale that had been inactive since 2013 has awakened

It sent test transactions of just $43 from two old wallets.

These wallets hold 1,346 BTCโ€”worth approximately $115 millionโ€”which originally cost just $240,000, representing a nearly 480-fold increase in value.

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โค2
๐Ÿ‡ฏ๐Ÿ‡ต Japanโ€™s Metaplanet reported selling 10,000 BTC in the third quarter and subsequently repurchasing 11,000 BTC

As a result, the company's holdings rose to 44,000 BTC.

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๐Ÿ• Feeling FOMO? A teenager known as "Quant Kid" has shown off a house featuring a Jacuzzi and a rooftop terrace

He says he rents the place for $10,000 a month, lives alone, and makes money trading memecoins and futures. In 2024, at the age of 13, he launched a token called QUANT during a livestream and sold off his entire holding, netting around $30,000.

After he exited, the community drove the price upโ€”at one point, the tokens he had sold were worth nearly $4 million. Now, Quant Kid trades memecoins and perpetual futures, citing trading as his primary source of income.

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โ†—๏ธ Citigroup raised its price target for AMD shares to $800 from a current price of $655

The bank is betting on the CPU market growing to $300 billion by 2030.

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๐Ÿšฌ SpaceX to raise $40 billion to buy AI chips from Nvidia

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๐Ÿ’ธOver the past 24 hours, US government wallets transferred approximately $470 million in BTC, WBTC, BNB, USDT, and ETH to new addresses

According to Arkham, these assets were seized from the Bitfinex hackers, the organizers of HashFlare, and entities linked to FTX/Alameda.

About $75 million of the FTX/Alameda assets were sent to Coinbase Prime. Arkham has not yet identified the owners of the remaining addresses.

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๐ŸŽฎ Google has unveiled Playground

It is an experimental platform for creating games using text prompts. You can describe the mechanics, characters, and game world, test the result immediately, and modify it with new promptsโ€”all without any programming skills.

Everything runs in the browser on both smartphones and computers. You can share your finished game with friends or publish it to a public gallery. Multiplayer features and leaderboards are available for certain genres.

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