Briefs · Morning brief
Morning brief: Bitcoin holds near $80,300 after a quiet overnight
US spot bitcoin ETFs finished the week of Oct. 19-23 with a net $301.2 million inflow per Farside Investors, bitcoin was at $80,338.46 at 6:17 a.m. ET, and crypto long liquidations led shorts over the past 24 hours.
US spot bitcoin exchange-traded funds finished the week of Oct. 19-23 with a net $301.2 million of inflows, according to Farside Investors, even after outflows of $635.6 million on Oct. 22 and $137.9 million on Oct. 23. Bitcoin was little changed overnight after Saturday's print under $80,000. Crypto long liquidations ran ahead of shorts over the past 24 hours. [1][2][3]
Le Coin is publishing five site pieces today, including a read on bitcoin's share of crypto market value, and the calendar ahead holds Israel's Oct. 27 election and a Federal Open Market Committee meeting on Oct. 27-28. [4][5][6]
Stakes / What matters today
- Bitcoin holds near $80,300 at $80,338.46 as of 6:17 a.m. ET, up 0.06% over 24 hours, with total crypto market value at $2.69 trillion. [1]
- Long liquidations led shorts in crypto over the 24 hours to 6:15 a.m. ET: $41.1 million in shorts versus $79.7 million in longs. [3]
- Bitcoin ETFs finished the week +$301.2 million (Oct. 19-23) per Farside, despite Oct. 22 (−$635.6 million) and Oct. 23 (−$137.9 million); ether funds were about −$220.7 million for the same week. Latest printed day remains Oct. 23 (ether ETFs +$4.4 million that day); no Oct. 24 row yet as of 6:18 a.m. ET. [2]
- This week's calendar: Israel votes Tuesday; the FOMC meets Tuesday-Wednesday; Franklin's FBEQ and FIBT filings carry a proposed Oct. 27 effective date. [5][6][7]
Overnight crypto
Bitcoin was at $80,338.46, ether at $2,328.84 and Solana at $101.41 at 6:17 a.m. ET, up 0.06%, 0.02% and 0.65% over 24 hours. Total crypto market value was $2.69 trillion, up 0.09% versus the prior day. Bitcoin's share of that total was 60.14%. [1]
CoinMarketCap's Fear and Greed Index read 44 (Neutral) at 6:23 a.m. ET, up from Sunday's daily reading of 43, its lowest since Aug. 18. [1]
Prices and market data: CoinMarketCap, https://coinmarketcap.com, accessed Oct. 26, 2026, 6:17 a.m. ET.
| Coin | Price, 6:17 a.m. ET | 24h change |
|---|---|---|
| BTC | $80,338.46 | +0.06% |
| ETH | $2,328.84 | +0.02% |
| BNB | $738.33 | +0.16% |
| XRP | $1.2880 | −0.43% |
| SOL | $101.41 | +0.65% |
| TRX | $0.3308 | +0.65% |
| ZEC | $1,232.26 | +3.66% |
| HYPE | $76.97 | +1.57% |
Among the top 10 by market cap, Zcash had the largest 24-hour gain and XRP the largest decline. [1]
ETF flows
US spot bitcoin ETFs took in a net $301.2 million in the week of Oct. 19-23, according to Farside Investors (Oct. 19 +$526.7 million, Oct. 20 +$23.2 million, Oct. 21 +$524.8 million, Oct. 22 −$635.6 million, Oct. 23 −$137.9 million). US spot ether funds lost a net $220.7 million over the same five sessions. [2]
Prior-session net flows into US spot funds, Oct. 23 (latest day printed on Farside as of 6:18 a.m. ET Oct. 26; no Oct. 24 row yet), US$ millions. [2]
| Funds | Net flow | Largest moves |
|---|---|---|
| Bitcoin ETFs | −137.9 | IBIT −110.3, FBTC −31.8, MSBT +4.2 |
| Ether ETFs | +4.4 | FETH +3.6, MSSE +0.8 |
Source: Farside Investors (https://farside.co.uk)
US markets were closed Saturday and Sunday. Farside's cumulative net inflows into US spot bitcoin ETFs since their January 2024 launch stood at $57,251 million on the Oct. 23 total row. [2]
Liquidations
Crypto short liquidations totaled $41.1M and long liquidations $79.7M over the past 24 hours to 6:15 a.m. ET, according to CoinMarketCap data. Liquidations are leveraged derivatives positions that exchanges forcibly close when margin runs out; this measure is the USD value of those closures across exchanges CoinMarketCap tracks, crypto contracts only. Data: CoinMarketCap. [3]
Top five coins by 24-hour liquidations, past 24 hours to 6:15 a.m. ET:
| # | Coin | 24h total | Longs | Shorts |
|---|---|---|---|---|
| 1 | Ethereum (ETH) (+0.1%) | $38.8M | $26.6M | $12.2M |
| 2 | Bitcoin (BTC) (+0.0%) | $34.4M | $23.8M | $10.6M |
| 3 | Zcash (ZEC) (+3.7%) | $5.1M | $2.2M | $2.9M |
| 4 | Solana (SOL) (+0.6%) | $4.5M | $3.2M | $1.3M |
| 5 | Capricorn (APR) (−4.2%) | $3.2M | $1.9M | $1.3M |
Non-crypto perpetual futures liquidations
Non-crypto short liquidations totaled $3.4M and long liquidations $13.0M over the same 24 hours, across metals, stocks, ETFs and energy contracts in CoinMarketCap's per-asset list. The figure is a floor: it covers only non-crypto entries in that top-250 list. Data: CoinMarketCap. [3]
| # | Contract | 24h total | Longs | Shorts |
|---|---|---|---|---|
| 1 | Ishares Msci Brazil ETF (EWZ) (−29.8%) | $5.9M | $5.9M | $0.1M |
| 2 | Yushu Technology Co (UNITREE) (+3.5%) | $1.3M | $0.2M | $1.1M |
| 3 | Nebius Group NV (NBIS) (−1.5%) | $0.9M | $0.9M | $0.0M |
| 4 | Direxion Daily Semiconductor ETF (SOXL) (+0.7%) | $0.8M | $0.6M | $0.2M |
| 5 | Natural Gas (NATGAS) (−1.8%) | $0.8M | $0.8M | $0.0M |
What printed
01 · Bitcoin traded under $80,000 on Saturday. Le Coin Markets tracked the first mid-October break under that level, the long-heavy liquidation window that day, and ether's liquidations looking large relative to its market capitalization. Overnight into Sunday, Le Coin also re-read two Hyperliquid ether-long accounts with public liquidation prices near $2,178 and $2,182. [4]
02 · The Bank of Israel and 109 economists pushed back on a crypto sanctions idea ahead of Israel's vote. Coverage this weekend reported the central bank's reply that crypto cannot bypass sanctions, and a letter from 109 economists and former officials criticizing the workaround idea, with Israel voting Tuesday, Oct. 27. [5]
03 · South Korea's presidential office said a further crypto-tax delay is under review. Reporting cited by Le Coin says nothing has been decided; a National Assembly bill would move the virtual-asset income-tax start from Jan. 1, 2027 to Jan. 1, 2029, and the legal start remains Jan. 1, 2027 until the statute changes. [5]
04 · Zilliqa said it hired investigators after X-Bridge complaints. Le Coin's Protocols & Policy piece walks the bridge's single listed validator and about $845,000 in withdrawals on one Ethereum block. A companion infrastructure piece groups that disclosure with CoinDCX's retired-wallet loss and a Keystone store exposure under the pattern of old keys and open doors. [5]
On the calendar / Week ahead
Le Coin is publishing five pieces today: a read on bitcoin's share of crypto market value; South Korea's crypto-tax delay review; the Bank of Israel and 109-economists letter; Zilliqa's X-Bridge investigator hire; and the old-keys infrastructure read. [5]
| When (ET) | What |
|---|---|
| Mon Oct. 26 | Le Coin publishes the five pieces listed above [5] |
| Tue Oct. 27 | Israel's election [5][6] |
| Tue Oct. 27 | Franklin FBEQ and FIBT post-effective amendment proposed to become effective; registration is not an SEC approval, and neither fund is trading yet [7] |
| Tue-Wed Oct. 27-28 | Federal Open Market Committee meeting; policy statement and Chair press conference scheduled Wednesday afternoon ET [6] |
Sources (7)
- Prices and market data: CoinMarketCap, https://coinmarketcap.com (latest quotes and global metrics at 6:17 a.m. ET; Fear and Greed Index at 6:23 a.m. ET; dominance rechecked 6:24 a.m. ET), accessed Oct. 26, 2026, 6:17–6:24 a.m. ET.
- ETF flows: Farside Investors, https://farside.co.uk (Bitcoin ETF Flow and Ethereum ETF Flow tables), accessed Oct. 26, 2026, about 6:16-6:18 a.m. ET. Week of Oct. 19-23 bitcoin net +$301.2 million is Farside's published daily totals (Oct. 19 +526.7, 20 +23.2, 21 +524.8, 22 −635.6, 23 −137.9); ether week −$220.7 million per Farside. Latest printed US spot day on those tables was Oct. 23, 2026; no Oct. 24 row yet at access. Ether Oct. 23 fund detail from Farside's published columns: FETH +3.6, MSSE +0.8 (ETHV cell still "-").
- Liquidations: CoinMarketCap, https://coinmarketcap.com, crypto and non-crypto liquidations for the past 24 hours to 6:15 a.m. ET Oct. 26, 2026; 24h price changes as reported by CoinMarketCap for listed coins and contracts.
- Le Coin Markets, weekend of Oct. 24-25, 2026, including
/markets/2026-10-24-btc-below-80k-long-liquidations/,/markets/2026-10-24-ether-leverage-vs-bitcoin-liquidations/,/markets/2026-10-25-hyperliquid-eth-longs-liquidation-levels/, and/markets/2026-10-24-etf-flow-read-oct-19-23/. - Le Coin Protocols & Policy and Markets pieces publishing Oct. 26, 2026:
/markets/2026-10-26-btc-dominance/,/protocols-policy/2026-10-25-korea-crypto-tax-delay/,/protocols-policy/2026-10-25-bank-of-israel-109-economists-letter/,/protocols-policy/2026-10-25-zilliqa-xbridge-investigators/,/protocols-policy/2026-10-25-old-keys-open-doors/; prior Israel context also in/protocols-policy/2026-10-23-netanyahu-blockchain-sanctions-option/and/protocols-policy/2026-10-24-bank-of-israel-netanyahu-crypto-sanctions/. - Board of Governors of the Federal Reserve System, FOMC meeting calendars, https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm, and October 2026 calendar, https://www.federalreserve.gov/newsevents/2026-october.htm (meeting Oct. 27-28, 2026; statement and press conference Wednesday).
- Franklin Templeton ETF Trust, Form N-1A Post-Effective Amendment No. 172 (485BPOS), filed Oct. 22, 2026, https://www.sec.gov/Archives/edgar/data/1655589/000165558926001380/c485bpos.htm (FBEQ/FIBT proposed effective Oct. 27, 2026); also covered in Le Coin
/markets/2026-10-23-franklin-bitcoin-dividend-etfs/.
Holding the Corner.
Not financial advice.