❕ Just Analytics: US Government Shutdown

On October 1, the federal government shut down — Congress failed to agree on a budget. The last time this happened was in 2018–2019, lasting 35 days and costing the economy $11B (with $3B in permanent losses).

⚡️ What this means

About 800k federal employees are now without pay. Each week of shutdown adds roughly $3B in losses. If it lasts just a few days, the effect is minor. But weeks of deadlock slow government services, hurt spending, and drag on the economy.

🔥 For markets

A short shutdown barely moves markets: stocks stay stable, crypto trades sideways. But if it continues, key data like NFP and CPI won’t be released, investors lose guidance, and uncertainty grows. In that case equities usually fall, Treasuries face pressure, and crypto follows — BTC and ETH drop together with risk assets.

The shutdown isn’t a collapse, but the longer it lasts, the heavier the hit to both the economy and markets — crypto included.

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💲 $17 billion in USDT moves wallet-to-wallet every single day

That's a 130x surge since 2020.

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🪙 Metaplanet has purchased 5,268 BTC for $615.67 million

This brings their total holdings to 30,823 BTC.

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🔖🔖⬜️🔖 > $115,000

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📣 CZ: "Markets always try to shake out the weak hands."

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💎 TON Foundation announces Gerardo Carucci as its new Chief Marketing Officer

Carucci previously worked at Apple and Nike, leading major campaigns such as the FIFA World Cup, the Olympics, and Apple Park launches.

He will now focus on TON’s global brand strategy and the growth of its blockchain ecosystem integrated with Telegram.

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📣 Pavel Durov: "Telegram Gifts became one of the largest NFT ecosystems in just half a year."

"We only launched Telegram Gifts half a year ago, and already TON has grown into one of the largest blockchains by daily NFT trading volumes. A Telegram Gift is there next to your name, it's part of your digital identity, and you can create collections to show on your profile. Most NFTs are just ugly, but with Gifts we reinvented the aesthetic part — they are beautiful, socially relevant, and people love the fact they can congratulate someone with something valuable and at the same time something beautiful."

🔄 Earlier: Pavel shared statistics on gift growth over the past 30 days.

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🪙 CNBC: Bitcoin rises as investors seek a global safe haven amid shutdown

The move showed the evolving view of the cryptocurrency to a store of value during dysfunctional geopolitical times, not unlike gold, which rose to a record on Wednesday.

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💎 Telegram will integrate Kraken’s xStocks, offering tokenized U.S. equities and ETFs

The rollout begins in October, starting with Wallet’s custodial service and later expanding to the TON self-custodial wallet. Over 60 tokenized stocks and ETFs will be available, including Apple, Tesla, and the S&P 500.

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🔖🔖⬜️🔖 to $117,100

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🔝 Update: BTC > $118,000

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🪙 CryptoQuant says Bitcoin price could hit $160,000–$200,000 in Q4 if demand keeps growing

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🔥 The S&P 500 hit a new ATH

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💲 $2,000,000,000 USDT just minted on Ethereum

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📣 Robinhood CEO said he expects to see a framework for asset tokenization in major markets by 2030

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💎 TON Strategy CEO says crypto treasury ‘bubble’ fears overblown

TON Strategy CEO acknowledged there are early signs of a bubble, but medium and long-term capital will soon come in as the market matures.

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🔥 Thailand crypto fund push expanding beyond Bitcoin

Thailand is working to expand its domestic cryptocurrency exchange-traded fund plans beyond Bitcoin to include other digital tokens, with the rollout expected early next year.

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💎 Pavel Durov announces opening of AI Lab in Kazakhstan

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❕ $280,000,000 in shorts were liquidated in the past 24 hours.

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⚡️ Spain's second largest bank BBVA to allow retail customers to trade crypto

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🔝 Perpetual DEX volume topped $1T in a month for the first time

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