Weekly · 2025-W43Cautious

Bitcoin & Crypto Weekly Digest – 2025-W43

Published 26 Oct 2025JL Capital Research1 min read

01Restaking narrative gaining traction, with increased focus on security and wallet history tools.
02NFT hype and infrastructure concerns faded, replaced by discussions on market manipulation and tokenomics transparency.
03ETH and Solana held attention, while new mentions of CS2, X402, and Eliza emerged.
04Coinbase's strategic moves and private transaction focus caught attention, reflecting a shift towards pro user strategies.
05Regulatory shifts post-Trump pardon sparked debates on market access and off-chain liquidity.
06Sentiment remained cautious, with mixed views on market manipulation and liquidity management.
07Quantitative easing fatigue and token distribution fairness became key discussion points.
08Security in self-custody highlighted as Ledger's practices drew comparisons to budget airlines.
09Emerging market access for exchanges and prop AMMs vs traditional DEXs discussed amid regulatory changes.
10Market manipulation concerns rose, with whale activity in low-liquidity alts under scrutiny.

Key Narratives

Restaking momentumDeFi wallet history toolsSecurity in self-custodyNFT hypeInfrastructure reliability concerns

CS2X402ElizaETHSolanaUSDC