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Institutions Load Up, Outliers Go Vertical in Crypto

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Bitcoin and Ethereum are breaking out despite September's usual slump, the London Stock Exchange just launched a blockchain platform for private funds, and Capital Group turned a $1B Bitcoin bet into $6B.

These aren't hype headlines—they're signals that smart money is positioning early.

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Market-Moving News

Institutions are showing their hand—and they're not bluffing.

Options traders are betting on a year-end Bitcoin rally, legacy exchanges are building blockchain rails, and one of the world's biggest fund managers just minted billions from Bitcoin stocks.

For investors, this week's news shows where deep capital is quietly moving now—before everyone else follows.

Markets

Bitcoin, Ethereum Rally' Halfway' as Options Traders Bet on Year-End Push

Bitcoin and Ethereum have climbed 6% and 4% this month, defying September's usual slump. The rally comes even as both assets saw brief pullbacks over the weekend.

Analysts say bullish options flows are backing the move. Call open interest on Bitcoin now outnumbers puts by nearly 2.5 to 1.

Sean Dawson of Derive said the market may only be "halfway" through a fourth-quarter upswing. He cited supportive macro trends and options positioning as key drivers.

September has historically been volatile due to the US fiscal year-end. Dawson expects more choppiness in the short term before momentum resumes.

For Ethereum, selling pressure could come from treasuries trading below their net asset value. That might push them to offload ETH holdings and repurchase shares instead.

Macro sentiment is helping offset those risks. Polymarket odds of three Fed rate cuts this year jumped from 22% to 49% in two weeks.

For investors, options traders positioning for higher year-end prices suggests confidence is returning.

Volatility may spike near-term, but sentiment is shifting toward a late-year Bitcoin and Ethereum push.

Adoption

London Stock Exchange Launches Blockchain Platform for Private Funds

The London Stock Exchange Group has launched a blockchain-based platform for private funds. Its first transaction just went live with investment manager MembersCap and digital asset exchange Archax.

Called the Digital Markets Infrastructure (DMI), the system is built on Microsoft Azure. It's designed to handle the full lifecycle of private assets from issuance to settlement.

LSEG says DMI will improve scale and efficiency compared to current methods. It's also meant to work alongside traditional finance infrastructure.

MembersCap raised capital for its MCM Fund 1 in DMI's debut transaction. Archax handled the exchange side of the trade.

Darko Hajdukovic, LSEG's head of digital markets, called the milestone proof of demand for regulated blockchain systems.

He said DMI shows the "appetite for end-to-end, interoperable markets."

Other traditional exchanges are following a similar path. The Nasdaq just filed a proposal with the SEC to tokenize stocks for blockchain settlement.

For investors, LSEG's move signals that blockchain is entering mainstream finance rails.

It shows major TradFi players are betting on tokenized markets becoming a core part of capital formation.

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Institutional Investment

Capital Group's $1B Bitcoin Treasury Bet Swells to $6B

Capital Group has turned a $1 billion Bitcoin stock bet into $6 billion. The 94-year-old mutual fund giant has spent four years quietly building exposure.

Portfolio manager Mark Casey led the push, despite Capital's conservative reputation. He called Bitcoin "one of the coolest things ever created by people."

Most of its exposure is via Bitcoin treasury companies that hold BTC on their balance sheets. Strategy (formerly MicroStrategy) is its largest position.

Capital bought a 12.3% stake in Strategy for $500 million in 2021. That stake is now worth $6.2 billion after Strategy's stock surged over 2,200%.

It also owns 5% of Japan-based Metaplanet and a stake in miner Mara Holdings. Casey said they view Bitcoin like a commodity, similar to gold or oil.

Corporate Bitcoin treasuries now hold over 1 million BTC worth $117 billion. Strategy leads with 636,505 BTC, followed by Mara with 52,000 BTC.

For investors, Capital's win shows how fast BTC exposure can multiply through equities.

It highlights growing institutional belief that Bitcoin treasury stocks can rival traditional stores of value.

Coin Leaderboard

Crypto Pulse

While institutions are tightening their grip on Bitcoin and building blockchain rails behind the scenes, the market's wildest gains are erupting far from the spotlight.

IZI, OPENX, and PIB are rocketing triple- and double-digits—proving that while big money lays long-term bets, nimble traders are catching lightning in the cracks.

Izumi Finance (IZI) $0.02017 (+129.45%)

IZI extended its breakout run from last week, soaring another 129.45% in 24 hours.

OpenxAI Network (OPENX) $0.8631 (+80.29%)

OPENX jumped 80.29% just two weeks after debuting on Base.

PIBBLE (PIB) $0.0004850 (+54.31%)

PIB snapped its multi-week downtrend with a 54.31% surge in a single day.

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Future Forward

The market's biggest wins don't arrive with fanfare—they sneak in while everyone's watching the wrong door.

By the time the spotlight swings their way, the first movers are already packing profits.

This week showed that momentum often brews in silence before it erupts. The sharpest investors aren't chasing headlines—they're tracing the quiet undercurrents pulling capital ahead of the crowd.

Crypto Conferences:

💎 Celebrating Women in Structured Finance Summit 2025 (Sep 16, 2025)

💎 8th World Digital Banking Summit (Sep 16, 2025)

💎 Real World Asset Summit Brooklyn 2025 (Sep 16, 2025)

Upcoming Airdrops:

🎁 Solana Name Service (SNS) Airdrop (by Sep 21, 2025)

🎁 USDD (USDD) Airdrop (by Sep 23, 2025)

🎁 SOON (SOON) Airdrop (Sep 30, 2025)

Upcoming Token Launches:

🚀 Phron AI (ZPHR) IDO on Alphamind (Sep 16, 2025)

🚀 EarnPark (PARK) Token Sale Tier 3 (Sep 24, 2025)

🚀 TransferMole (AIPAY) TGE and Distribution (Sep 30, 2025)

Which event are you most excited for? Let us know!

Crypto Know-How: What Is Polymarket?

Polymarket is a prediction market platform where users can bet on real-world events using crypto.

Instead of trading tokens, people buy and sell shares representing possible outcomes of things like elections, court rulings, or sports matches.

If your prediction is correct, you win payouts based on the market odds.

If you're wrong, your stake goes to the people who backed the right outcome, much like a peer-to-peer betting exchange.

Polymarket gained approval from the US Commodity Futures Trading Commission (CFTC) after a previous ban, allowing it to operate legally in the country.

This regulatory green light has fueled a surge in user activity and investor interest.

For investors, Polymarket is more than just a betting site—it's a live, crowd-sourced indicator of market sentiment.

It turns collective expectations into tradable data, giving a real-time pulse on how people are pricing future events.

Everything Else

  • Polkadot's DAO approved a hard cap of 2.1 billion DOT tokens, replacing its previous unlimited inflationary model that could have pushed supply past 3.4 billion by 2040.

  • SEC Chair Paul Atkins said crypto firms will now receive preliminary notices before any enforcement actions, marking a sharp break from Gary Gensler's enforcement-first approach.

  • SHIB and DOGE slumped after a $2.4 million flash loan attack on Shiba Inu's Shibarium network rattled confidence and drove the CoinDesk Memecoin Index down over 6%.

  • Polymarket is reportedly weighing a $9 billion valuation after gaining CFTC approval to operate in the US, up from just $1 billion in June as prediction markets gain traction.

  • OKX launched a platform for Australia's self-managed super funds, aiming to tap rising demand as crypto allocations within the $4 trillion pension pool quietly accelerate.

Capital moves like a shadow—silent, sudden, and gone before the noise begins. Those who see its silhouette first won't follow the trend—they'll define it.

Best Regards,
— Benjamin Vitaris
Crypto Intel