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Hello, everyone! This is your blockchain tech analyst, here to provide easy and fun analyses of the latest hot news in the blockchain market. Today, October 4, 2026, the market is showing truly dynamic movements. Shall we take a look at the major news together and try to predict future trends?
Recently, Bitcoin (BTC) surpassed $85,000, injecting vitality into the market. However, it soon saw a correction back to the $84,000 level, leaving many wondering if this upward trend will continue.
There are certainly positive signs. According to the 'Rainbow Chart,' Bitcoin's long-term valuation model, the current Bitcoin price is at the very bottom of the historical trendline model, indicating a severely undervalued state. Some analyses even suggested that the lowest price point was $115,355.
Furthermore, an executive at Strive, a Bitcoin accumulation firm, mentioned that if the BTC/gold ratio recovers its 2024 high, Bitcoin could potentially rise to approximately $190,000. The realized market capitalization, which represents the total on-chain acquisition cost of market participants, also increased by $12.8 billion over the past month, with its growth rate doubling, which is a very positive indicator.
Of course, we must also consider the possibility of short-term corrections. A renowned trader predicted that as Bitcoin faced resistance again around $87,000, there's a possibility of a short-term correction down to $82,500, the bottom of the channel. However, he added that if Bitcoin drops to $82,500 and whales begin accumulating again, this could be a strong signal for buying the dip. This can be interpreted as a good sign that a robust support level for the market could be forming.
Furthermore, even as international oil prices surge past $100 per barrel, fueling inflation concerns, Bitcoin's rally is strong evidence that it is now being recognized not merely as a risk asset but also as a valuable inflation hedge. The upcoming monetary policy decisions by the US Federal Reserve and the release of September's Consumer Price Index (CPI) and Producer Price Index (PPI) could increase market volatility, so these points should be closely watched.
Even amid Bitcoin's uptrend, the altcoin market showed mixed fortunes. The era of blind speculation is over, and now is the time when distinguishing between valuable assets and duds, based on fundamentals and the regulatory environment, becomes even more crucial.
One of the most notable pieces of news is the significant net outflow from the Zcash (ZEC) ETF. Grayscale's Zcash Spot ETF (ZCSH) recorded its first weekly 'outflow' since its launch, with a staggering $93.56 million exiting within a week. This appears to be a combined result of regulatory concerns that Zcash was used for money laundering by North Korean hackers and a large-scale outflow of funds from institutional investment products.
This offers us an important lesson: if coins emphasizing anonymity are exploited for money laundering, they can be shunned not only by institutional investors but also by the entire market. Transparency and regulatory compliance are now necessities, not options.
Following Bitcoin's correction, major altcoins such as Ethereum (ETH), Solana (SOL), Ripple (XRP), Stellar (XLM), and Dogecoin (DOGE) also experienced declines or failed to break through resistance levels, pushing them back.
However, such corrections are a natural phenomenon in a healthy market flow. Although there was a movement where an Ethereum whale deposited $17.57 million worth of ETH to Coinbase, suggesting a stop-loss, this can cool down an overheated market and provide new entry opportunities. The fact that Wall Street is paying attention to Bitcoin, Ethereum, and Solana ETFs is also a positive sign from a long-term perspective.
The statement by Robinhood's CEO that "crypto prediction markets will surpass sports betting" foreshadows a new investment trend. Indeed, according to Kaiko data, 71% of Uniswap's tokenized stock trading volume in September occurred outside regular US stock market hours, demonstrating the potential for blockchain to complement the limitations of traditional financial markets.
This is a good sign because it means blockchain technology can address inefficiencies in traditional financial markets and provide more investment opportunities. Notably, the frequent alignment of weekend token price movements with Monday's stock market opening gap direction suggests that tokenized stocks could potentially serve as a leading indicator for the market.
As the blockchain market grows, efforts to integrate it into the mainstream are accompanied by new challenges.
Coinbase's acquisition of Derivatives Clearing Organization (DCO) status from the U.S. Commodity Futures Trading Commission (CFTC) is positive news that will further facilitate institutional investors' entry into the market. This is a clear sign that blockchain technology is becoming more deeply integrated into the traditional financial system.
However, at the same time, there is active movement towards strengthening regulations. The Korea Institute of Finance has suggested to the Financial Services Commission that DeFi and Over-the-Counter (OTC) service providers should be classified as unlicensed virtual asset businesses, and measures to restrict domestic users' access or transactions are needed. Additionally, concerns have been raised that the U.S. Securities and Exchange Commission's (SEC) new custody regulations could increase cost burdens for small advisory firms. While these regulations are essential for ensuring market health, it is crucial to always remember that they can also hinder innovation or create imbalances for market participants.
The news that Jeonbuk Bank, in cooperation with Ripple, plans to launch a personal international remittance service targeting Southeast Asia this December shows that blockchain technology is increasingly permeating everyday life. Notably, the consideration of launching a stablecoin-based international remittance service in the first half of next year, should digital asset legislation be finalized, is a good sign that blockchain has the potential to drive innovation in financial services.
However, there are analyses suggesting that stablecoin market capitalization has decreased by $14 billion since May, indicating slow liquidity recovery, so it is necessary to continuously observe overall market liquidity trends.
Artificial intelligence (AI) is bringing innovation across all industries, not just the blockchain market. The use of AI is rapidly expanding, with banks like Barclays deploying financial AI in practice. However, cases where AI impersonates fake developers to launch attacks, or discussions about liability when AI makes incorrect purchases, suggest that ethical and legal issues must be considered alongside technological advancements.
While blockchain and AI have many areas for synergy, this also highlights the urgent need for clear guidelines on security threats and liability.
Through the news we've examined today, it's clear that as of October 4, 2026, the blockchain market is exhibiting complex movements across various aspects: Bitcoin's robust uptrend, the weeding out of altcoins, and the interplay of regulation, innovation, and security.
More than ever, a wise investment strategy is crucial—one that focuses on understanding project fundamentals, staying attuned to the evolving regulatory environment, and concentrating on the future value blockchain technology will bring, rather than merely pursuing speculative price increases. The market always holds both opportunities and risks. We'll return with more exciting news next time!
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