On-chain data flagged a transfer of 645 BTC, worth $55,816,564, from an unknown wallet to Coinbase Institutional.

Watcher.Guruによると、ビットコインの"Fear & Greed Index"は73まで上昇し、市場心理は"Greed"（強欲）を示した。

Metaplanet shares rose after the Tokyo-listed Japanese Bitcoin treasury company reported it ended the third quarter with 44,000 BTC. The stock gained 2.06% to $1.87 on Monday. Metaplanet said it added a net 1,000 BTC during Q3, bringing total holdings to 44,000 BTC as of September 30. At current Bitcoin prices, the company's treasury is valued at roughly $3.8 billion. The Q3 update also outlined an uncommon balance-sheet stress test. Metaplanet sold 10,000 BTC, held the cash, then repurchased 11,000 BTC at a higher price. Management said the move demonstrated liquidity and could help support a stronger credit profile. Metaplanet disclosed it sold the 10,000 BTC for about $789.2 million at an average price of $78,925 per coin. It later bought 11,000 BTC for roughly $948.7 million, averaging $86,246 per coin. The higher repurchase price reflected Bitcoin's rally during the period. The company did not disclose the transaction dates. While the sale temporarily reduced the reserve, it offered a real-world signal for potential lenders: a Bitcoin-heavy balance sheet can be converted into cash in stressed markets, not only in bull runs. Investors are likely to weigh that flexibility against the cost of buying back coins at higher prices. Metaplanet said proceeds from the sale exceeded the principal on its bonds, borrowings, and other interest-bearing obligations. The firm kept those liabilities outstanding and then rebuilt its Bitcoin position, describing the sequence as proof of its willingness and ability to sell Bitcoin if needed. Management suggested improved credit access could broaden funding options such as bonds and preferred shares, potentially lowering the cost of capital as the treasury expands. The company also said it plans to allocate 10% to 15% of assets to strategic investments aimed at generating recurring returns above funding costs. The approach pairs a hard-asset reserve with income-producing securities and could reduce reliance on repeated equity issuance to finance incremental Bitcoin purchases. The strategy also adds execution risk if returns fail to outpace funding costs. Bitcoin traded near $86,000 on Monday and remained below resistance around $87,000 to $87,570. Markets are also monitoring Federal Reserve minutes and Wednesday's U.S. 10-year Treasury auction. Rising yields could curb risk appetite, while expectations for softer policy could support Bitcoin demand. The next move in Bitcoin is expected to influence the mark-to-market value of Metaplanet's holdings. Technically, Metaplanet's OTC line is tracking between $1.70 support and $2.10 resistance based on the latest session range. Volume was 1.01 million shares, slightly below the 1.04 million average, leaving the rebound without strong volume confirmation. A close above $2.10 could strengthen near-term momentum, particularly if Bitcoin clears $87,570. A break below $1.70 would bring the $1.20 52-week low back into focus. The stock remains well below its $4.36 yearly high, keeping the broader trend corrective. Metaplanet said third-quarter revenue from its Bitcoin Income Generation business was about $5.4 million, down 51% from Q2 and 65% from a year earlier. The company's new net interest income strategy will be watched for signs of improving earnings contribution. This content is for informational purposes only and does not constitute financial or investment advice. Bitcoin treasury values, stock prices, and technical levels can change as market conditions evolve.

Strategy's stock, MSTR, posted a 76.1% return in Q3 2026, outpacing BlackRock's spot Bitcoin ETF IBIT, which gained 42.2%. The S&P 500 ETF SPY rose 2.4% over the same period. MSTR's average 60-day correlation with SPY slipped to 0.47 from Q2 levels. Its correlation with IBIT also softened, falling to 0.80.

Whale Alert flagged a transfer of 749 BTC, valued at $64,626,995, from Coinbase to an unidentified wallet.

U.Today reports that close to 40,000 BTC has left Binance in the past two weeks.

Cardano's native token ADA has nearly doubled from its late-June low and recently pushed to a high above $0.27. Crypto analytics platform Santiment reported that during ADA's roughly 10% rise between Oct. 3 and Oct. 5, total open interest jumped about 25% to more than $300 million. Open interest measured in ADA also climbed around 13%. The combination suggests the move wasn't driven solely by short covering, but was supported by new long positions entering the market.

Bitcoin's August rally from $63,000 to $80,000 was supported by a $3.07 billion short-liquidation wave, according to BSCN. @LocaltradeC also pointed to institutional spot Bitcoin ETF activity as a major tailwind, noting $5.3 billion in spot volume recorded on Aug. 20.

Japan-based bitcoin treasury company Metaplanet increased its net Bitcoin position by 1,000 BTC in the third quarter, lifting total holdings to 44,000 BTC valued at about $3.8 billion as of Sept. 30, according to company disclosures cited by CoinDesk. The Tokyo-listed firm has emerged as one of Asia's most aggressive public bitcoin buyers since it began accumulating in April 2024. The latest increase was driven by a structured sale-and-repurchase transaction aimed at demonstrating liquidity rather than straightforward accumulation, extending a run of activity that has made the company a closely watched bitcoin treasury in the region. Transaction details Metaplanet sold 10,000 BTC for roughly $789.2 million at an average price of $78,925 per coin, then repurchased 11,000 BTC for $948.7 million at an average of $86,246. The company temporarily held the sale proceeds in cash to show it could cover interest-bearing debt, though it did not repay those obligations, before buying back at higher prices. Executives described the maneuver as evidence the firm can access liquidity quickly while maintaining long-term bitcoin exposure, a metric lenders monitor closely when assessing crypto-treasury balance sheets. Metaplanet's total Bitcoin position now has a cost basis of about $4.33 billion, or $98,454 per coin. New income strategy The company also unveiled a Net Interest Income Strategy focused primarily on investments in preferred securities issued by bitcoin treasury companies. Metaplanet plans to allocate about 10% to 15% of total assets to the strategy, aiming to earn returns above its funding costs to help service existing obligations and support additional bitcoin purchases. The initiative complements an options-based Bitcoin income operation that has generated revenue for eight consecutive quarters. That business produced about $5.4 million in Q3 revenue, down 51% from the prior quarter and 65% year over year, while nine-month revenue totaled about $35.2 million. The Q3 sale exceeded the size of the company's entire debt, underscoring the scale of the liquidity demonstration. "Our objective has been to build the leading Bitcoin financial company in Asia," CEO Simon Gerovich said. Metaplanet's expanded holdings strengthen its standing among Asia's largest corporate bitcoin owners, echoing a playbook used by Strategy and other public treasury firms that pair large BTC positions with income-generating programs. Shares closed 2% higher Monday at 297 yen ($1.88).