Hello, crypto fam!
It’s Week 2 of October, and crypto’s relationship with traditional finance has hit a new milestones. Morgan Stanley has endorsed a 2–4% crypto allocation could promote further institutional players, Bitcoin soared past a $4 trillion market cap, and key policy moves across Asia are poised to fuel adoption. Here’s a roundup of the most popular headlines across the markets this week.
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Morgan Stanley Endorses 2–4% Crypto Allocation, Signaling Major Institutional Shift
Morgan Stanley’s Global Investment Committee has officially recommended investors allocate 2–4% of their portfolios to cryptocurrency, depending on risk tolerance. This marks a landmark endorsement from one of Wall Street’s largest wealth managers. The guidance applies to over $2 trillion in client assets managed by 16,000 financial advisors, positioning Bitcoin as “digital gold” and framing crypto as part of the “real assets” category alongside commodities and metals.
While maintaining a conservative tone, the report marks a defining moment for institutional adoption. By formally recognizing crypto within multiasset strategies, Morgan Stanley signals growing confidence in digital assets as a legitimate component of modern portfolios, reinforcing Bitcoin’s evolution from speculative asset to mainstream store of value.
Other News Making Waves
- The Russian ruble-pegged stablecoin A7A5, despite being linked to entities under U.S. sanctions, has processed over $6 billion in transactions since August 2025. Blockchain data shows 80% of its supply was destroyed and reissued to obscure fund traceability, signaling deliberate evasion of sanctions enforcement. (More)
- Bitcoin’s market cap surged to $4.18 trillion, fueled by record ETF inflows and strong institutional demand, while Ethereum volumes fell 3%, showing weak retail participation. Analysts suggest low volatility and macro catalysts could trigger a major price move into Q4. (More)
- According to Phil Rosen’s data, Bitcoin has outperformed the S&P 500 by roughly 88% over the past five years, despite both reaching record highs in 2025. While Buffett’s index fund strategy remains steady, experts note Bitcoin’s explosive returns come with far higher volatility. (More)
- Digital asset investment products recorded $5.95 billion in inflows last week, as institutional investors sought refuge from weak U.S. jobs data and growing fiscal uncertainty. (More)
- Bitcoin led with $3.55 billion in inflows, followed by Ethereum at $1.48 billion, while Solana and XRP also saw strong gains. Total crypto assets under management hit an all-time high of $254 billion, underscoring renewed institutional confidence in digital assets amid macroeconomic volatility. (More)
Around the World: Bold Moves and Regulations
- CFLG will issue 69.38 million new shares at HK$1.25 each, raising HK$86.7 million to fund Web3 and AI investments in line with Hong Kong’s push to become a digital asset hub. About 94% of proceeds will go toward crypto and AI assets under the city’s Digital Asset Development Policy 2.0. (More)
- Vietnam’s Ministry of Finance will approve up to five firms to pilot licensed crypto exchanges before 2026, under a framework covering taxation, compliance, and investor protection. The move reflects the country’s cautious but strategic entry into regulated crypto trading. (More)
- The State Securities Commission (SSC) is finalizing licensing guidelines for Vietnam’s first crypto asset pilot market, focusing on transparency and investor safety. While no official applications have been submitted yet, the framework will set criteria for exchange approvals ahead of the 2026 rollout. (More)
Market Trends: Winners and Losers
Top 5 Gainers 📈
According to data from CoinGecko, these are the five biggest gainers of the week:
- ChainOpera AI +1655.23%, from $0.345884 to $6.07
- Railgun +241.27%, from $1.26 to $4.30
- Lava Network +156.97%, from $0.052439 to $0.134753
- AtomOne +175.38%, from $0.711965 to $1.96
- StakeStone +117.15%, from $0.091353 to $0.198364
Top 5 Losers 📉
According to data from CoinGecko, the five biggest losers of the week are:
- OpenVPP -26.91%, from $0.080291 to $0.058677
- LOOK -41.89%, from $0.091330 to $0.053062
- Anoma -43.11%, from $0.106562 to $0.060644
- MYX Finance -39.28%, from $8.30 to $5.04
- STBL -13.91%, from $0.247381 to $0.212992
Project Spotlight
IoTeX Launches Real-World AI Foundry to Bridge Blockchain and Artificial Intelligence
IoTeX has introduced the Real-World AI Foundry, a global initiative unveiled at Token2049 Singapore to build open, blockchain-powered Real-World Models (RWMs) that use live, verified data instead of static datasets. Backed by major Web3 partners including Vodafone, Filecoin, and Theta Network, the Foundry aims to set global standards for secure, adaptive AI in sectors like mobility, energy, and healthcare. By combining decentralized data validation, token incentives, and on-chain governance, IoTeX is positioning blockchain as the foundation for transparent and human-aligned AI innovation.
Why It Matters:
This initiative bridges blockchain and AI through real-world, verified data — creating a path for trustworthy, decentralized intelligence that could redefine how industries deploy and govern AI systems.
Disclaimer: This article is intended solely for informational purposes and should not be considered trading or investment advice. Nothing herein should be construed as financial, legal, or tax advice. Trading or investing in cryptocurrencies carries a considerable risk of financial loss. Always conduct due diligence.
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