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Howdy Hodlers,

What a week!

Fresh ATHs, clean corrections, and a flood of corporate “we ❤️ crypto” announcements.

A lot to cover, so buckle up… let’s dive straight in! 👇

How we feelin’ this week?

We’re so back! (…probably. Maybe. Hmm, yeah, let’s go with yes.)

That hesitation you heard?

That’s the collective PTSD of every crypto degen who’s been rug-pulled by hope before. The signs of a comeback are all here, but we’re not quite in full “no doubt, straight to Valhalla” mode yet.

First, we’ve gotta prove the 4-year cycle isn’t still running the show - because if it is, then technically… we’ve already topped. 😬 (Yeah, October 6th, mark it.)

And guess what? This week we printed a new Bitcoin ATH at $126k on… Oct. 6th.

But is that fear real? Or just battle scars from cycles past?

Arthur Hayes dropped a spicy essay claiming the 4-year cycle is dead. The TLDR is that we’re now in an extended era powered by cheap and plentiful money and a flight to hard assets like Bitcoin. Basically, infinite printer go brrr = prices go up.

There’s data backing it up too: ETF inflows are back on the rise, liquidity’s flowing, and even gold’s flexing.

Enter: The Great Debasement Trade. 🪙

Gold just ripped to $4,050/oz (a new ATH), up 21% in 34 days, and Bitcoin historically follows gold’s lead within 60 - 100 days.

Translation: end of October through early December should be when things really start cooking. 🔥

While the markets keep doing what they do best (panic, overreact, and whipsaw like a caffeinated toddler), crypto just keeps quietly building and doing its thing: mass adoption, baby!

Let’s look at this week’s biggest adoption bombs. We’re talking real adoption - not vibes, not hopium - but blue-chip giants jumping headfirst into crypto like it’s 2017 all over again (minus the ICO scams… hopefully).

Here’s who made the leap this week 👇

1) Samsung + Coinbase

75 Million New Degens Unlocked

Samsung just plugged Coinbase directly into its Wallet app, giving 75 million U.S. Galaxy users instant access to buy, trade, and stake crypto - zero fees, boosted staking rewards, the works.

Translation: millions of normies are about to “accidentally” become crypto traders while checking their phone settings.

2) S&P Global

Crypto Goes Mainstream Index Mode

The Dow Jones parent just announced their plans to drop the S&P Digital Markets Index - a Frankenstein blend of direct crypto exposure plus blockchain-related stocks. This is TradFi’s way of saying: “Fine, fine… we’re all in now.”

It will be the benchmark index your dad’s retirement fund will buy “for diversification.”

3) Opendoor

Buy a House with Bitcoin

Yep, real estate just joined the future. Opendoor now lets you purchase homes using Bitcoin or other cryptos. The CEO confirmed it himself.

We’re talking six-figure transactions in crypto - not coffee, not hoodies, but houses. Real-world adoption just leveled up.

4) Walmart

Crypto in Your Pocket (Literally)

The retail titan’s OnePay mobile banking app is rolling out crypto features, letting users buy, hold, and spend digital assets. When Walmart (the world’s biggest retailer) starts onboarding crypto, it’s game over. Mass adoption isn’t coming, it’s here.

5) Square

Bitcoin Payments, 0% Fees, Stock Mooning

Square just nuked merchant fees - zero percent on Bitcoin payments. Their stock immediately spiked to an 8-month high. Why? Because Square is quietly building the rails for Bitcoin to become an everyday payment method. Who needs Visa when you’ve got sats?

6) MetaMask + Hyperliquid

Perps Go Mainstream

The fox wallet’s gone full degen with MetaMask now letting users trade Hyperliquid perpetuals inside the wallet. That’s right, no exchange hopping.

It’s like if Robinhood and GMX had a baby and that baby printed money with leverage.

7) Polymarket

The $9B Prediction Beast

The NYSE’s parent company (ICE) just backed Polymarket in a $2B round at a wild $9B valuation! That’s Wall Street’s ultimate stamp of approval on on-chain betting markets. TradFi’s officially saying: “Screw ETFs, we wanna bet on who wins the next election on-chain.”

Bottom line…

While the markets chop sideways and Twitter cries “red candle,” the world’s biggest companies are quietly building the crypto rails for billions.

Adoption isn’t coming.

It’s already plugged in, swiped, and ready to auto-stake. ⚡

1. Samsung Adds Coinbase Crypto Access: Samsung Wallet now includes direct integration with Coinbase, giving 75 million U.S. Galaxy users access to Coinbase One - offering zero trading fees and boosted staking rewards.

2. Alipay Bets on EU Stablecoin, and Why Luxembourg Matters: Alipay’s Luxembourg authorization paves the way for launching a euro-stablecoin across the EU, aligning with Ant Group’s broader push into digital finance.

3. Roger Ver Reaches $48M Deal Over Tax Fraud: Roger Ver, aka “Bitcoin Jesus,” has struck a tentative agreement to pay $48 million to settle U.S. tax fraud charges, avoiding a trial under deferred-prosecution terms.

4. Crunch Lab Raises $5M for Decentralized AI: Crunch Lab has secured $5 million in funding aimed at building an AI “intelligence layer” over decentralized networks, powering smarter applications. The startup’s vision is to combine blockchain and AI sovereignty at scale.

5. Trump Memecoin Issuer Plans to Launch Treasury Company: Zanker, the issuer behind the Trump Memecoin, is planning to set up a digital asset treasury company to manage meme-token holdings professionally. The shift reflects growing institutional structuring around even politically themed cryptos.

6. SEC to Formalize “Innovation Exemption” by Year End: SEC Chair Atkins says the agency plans to codify a formal innovation exemption for novel crypto projects by year’s end, to provide legal clarity for emerging protocols. The initiative could reduce regulatory risk for new entrants.

7. Lagarde Questions Bitcoin’s Value Amid Euro Weakness: ECB President Christine Lagarde expressed skepticism about Bitcoin’s intrinsic value as the euro weakens, arguing the digital asset lacks the foundational support of sovereign currencies. Her remarks underscore lingering institutional debate over BTC’s legitimacy.

Big thanks for making it to the end of this week’s Hodl Report! 👊

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Happy Friday!

Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research)