1/ 📊Onchain Pulse | October 2025 Real-World Assets continue to anchor DeFi’s mid-cycle; steady liquidity, sticky yield, and quiet strength beneath the noise. Here’s what the on-chain data says ↓

Let’s see

More FUD incoming. Liquidity hasn’t fully returned to the market — they’ll shake out the weak hands before the breakout. Bottom likely around Christmas at $88K, next target $160K for #BTC 🚀 Stack while you can — this is prime accumulation season. Not financial advice. DYOR.

Probably not all the way down to the $60k range but $88k-$93k is very much likely , it’s a big range he has given and at this point if he is shorting , he can still profit at $100k price range

The expectation has always been clear: tokenized assets need to feel as simple as email.

The more you study the past 40 years of real estate, the more obvious the shift becomes: markets are migrating toward real-time data and programmable ownership.

‼️What is really happening with the market right now ? Here is what I think .. And if you haven’t been through multiple cycles you probably are panicking but really there is nothing to be panic about 😱Market sentiment hit Extreme Fear — Greed & Fear index touched 9. ✅But

I might have contributed a tiny bit in influencing him.☺️ I learned more from him in exchange of course. 🙏

Tokenized treasuries are becoming the quiet anchor of onchain liquidity. As collateral rails strengthen, real-world assets gain the structure they need to scale. A deeper look at the foundations forming beneath the surface: oneasset.substack.com/p/the-collater…

The most painful time of the market rn, and it will get better from here Because retail starts losing faith …

Looking forward to an evening of thoughtful conversations around real-world assets and digital infrastructure, together with the @Arts_DAO team.

MSCI’s move makes one thing quite obvious: their index rules were built for a world that no longer relevant. The discussion really should not be taking Strategy out or not but reviewing their rule books to adapt to the new capital market changes due to innovation They’re still

JPMorgan is not confused. They see the migration from legacy credit to digital credit. They see the capital fleeing their system. They see the end of their chokehold. So they do what every threatened empire does. They interfere. They pressure. They twist markets until

You always know when things are getting serious ,and a lot of money is on the line — when J.P. Morgan suddenly starts messing around . They don’t “play dirty” unless it’s worth their time. Michael Saylor

Clear signals this week: RWAs maturing, compliance tightening, fundamentals improving 👇

The shift toward standardization is exactly where real adoption begins. Clear rules, trusted infrastructure, and assets that behave predictably at scale. This is the layer that turns tokenization into an operating system for global finance.

Gmgm, thank you to everyone who joined us last night , and recap incoming.