2025.10.01 Core Trading Signals
On this critical date of October 1, 2025, the cryptocurrency market continues to demonstrate a deep integration trend with traditional finance. Mainstream assets like Bitcoin and Ethereum are injecting new vitality into the market through corporate treasury strategies and institutional investments, boosting market confidence. This issue focuses on the phenomenon of "coin-stock linkage" and the potential impact of token unlock progress, providing investors with core trading signals. The following is organized based on the latest market dynamics, aimed at helping readers grasp short-term opportunities and risks.

Coin-Stock Linkage: Traditional Enterprises Accelerate Embrace of Crypto Assets

The linkage effect between the cryptocurrency and stock markets is becoming increasingly significant, as companies directly invest in BTC and ETH through fundraising and treasury strategies, enhancing their asset allocation and injecting liquidity into the market. Here are today's three major highlight events:

Bitcoin ATM Service Provider Bitcoin Well Plans to Raise $100 Million to Increase BTC Holdings

Canadian-listed Bitcoin ATM service provider Bitcoin Well recently announced the launch of a landmark financing plan, aiming to raise up to $100 million (approximately 5,000 BTC) through unit subscriptions to strengthen its Bitcoin treasury. The plan will be executed in multiple rounds, with the first round completed on September 24, raising approximately 12.5 million Canadian dollars (about 9.14 million USD) and acquiring 37.31 BTC, resulting in a staggering 581% increase in the company's total Bitcoin reserves to 75 BTC, valued at approximately 8.54 million USD. This initiative aims to position Bitcoin Well as a leader in the Bitcoin industry, with each unit including one common share and a two-year warrant, priced at 0.102 CAD/unit. The company stated that if market demand is strong, the total scale could be increased to $150 million. The financing will be used to balance the balance sheet, expand the ATM network (with an installation cost of about $50,000 per ATM, full financing could support nearly 2,000 new devices), and hedge against inflation risk by holding BTC.

Trading Signal: BTC short-term support level at $108,000; if it breaks through $120,500, it may test above $130,000. This event reinforces the narrative of institutional adoption, which is favorable for Bitcoin price stability.

U.S. Listed Chinese Automotive Company Jiuzi New Energy Completes $5.5 Million Fundraising, 70% for Crypto Investment

Nasdaq-listed Chinese new energy vehicle dealer Jiuzi New Energy (JZXN) announced that it has reached a securities purchase agreement with institutional investors to directly issue and sell 9.22 million shares of common stock, along with unregistered warrants (which can purchase up to 18.44 million shares). After deducting expenses, the total proceeds are expected to reach $5.5 million, with the transaction expected to be completed by September 30 (subject to customary closing conditions).

The company explicitly stated that approximately 70% of the fundraising will be used for investing in cryptocurrency assets, marking a strategic shift towards a digital asset treasury. Previously, Jiuzi New Energy had raised funds through convertible bonds to invest in Bitcoin and appointed blockchain expert Dr. Doug Buerger as COO to drive crypto treasury reform. The company focuses on smart charging infrastructure in China's third and fourth-tier cities, and this crypto investment will diversify its asset portfolio and capture growth opportunities in the crypto market.

Trading Signal: This event highlights the enthusiasm of emerging market companies for crypto, which may stimulate trading volume linked to Chinese concept stocks and crypto. Pay attention to JZXN's stock price fluctuations; if the crypto market rebounds, its P/B ratio of 3.57 may face upward pressure.

Ethereum Treasury Company Bit Digital Has Staked Over 86% of ETH Holdings

Nasdaq-listed Ethereum treasury company Bit Digital announced that it has chosen Figment as its primary staking provider to optimize its ETH strategy. As of September 30, the company's ETH holdings are valued at over $532.5 million (approximately 121,250 ETH), with over 86% staked through protocols such as Figment, Fireblocks, and Lido, generating an annualized yield of about 2.94% (industry average 4.6%).

Previously, Bit Digital raised its fundraising scale from $100 million to $135 million through a convertible bond placement, expected to be completed on October 2. The company is transitioning from Bitcoin mining to ETH staking, utilizing $181.2 million in cash and $91.2 million in digital assets raised by its IPO subsidiary WhiteFiber to support ETH expansion. Bit Digital views ETH as a core collateral layer for stablecoins, tokenized assets, and DeFi, contributing to network security by running validation nodes while earning rewards.

Trading Signal: The ETH staking rate has reached 29%, which is favorable for network security. Short-term target is $116,000-$118,000; if it falls below $112,000, watch for support at $106,300. Accelerated institutional adoption may drive ETH to break through $121,000.

🔓 Token Unlock Progress on October 01
| No. | Name | Price | 24h Change | Market Cap | Circulating Supply | Unlock Progress | Next Unlock Amount | Next Unlock Date | |-----|------|-------|------------|------------|-------------------|------------------|-------------------|------------------| | 1371 | RHEA Finance (RHEA) | $0.03 | 0.0197 | $6,180,328 | 200M RHEA | 38.26% | 60.93M RHEA (6.09% of total locked), valued at $1.88M | No specific date, only shows related unlock amount | | 3608 | Fragmetric (FRAG) | $0.03 | -3.66% | $6,490,729 | 202M FRAG | 20.20% | 20.63M FRAG (2.06% of total locked), valued at $662,729.09 | October 1, 2025, 15:14:15 | | 589 | Adventure Gold (AGLD) | $0.54 | -0.98% | $46,565,339 | 86.61M AGLD | 91.83% | 1.55M AGLD (1.61% of total locked), valued at $833,348.05 | October 1, 2025, 20:53:15 | | 332 | Somnia (SOMI) | $0.71 | -3.11% | $114,358,097 | 160.2M SOMI | 16.02% | 24.64M SOMI (2.46% of total locked), valued at $17.59M | October 1, 2025, 21:44:15 | | 365 | Orbler (ORBR) | $0.10 | -1.81% | $101,683,909 | 1.01B ORBR | 90.70% | 31.01M ORBR (1.55% of total locked), valued at $3.1M | October 1, 2025, 21:44:15 | | 2861 | Perion (PERC) | $0.01 | -1.74% | $208,397 | 32.19M PERC | 80.36% | 996,790 PERC (1.00% of total locked), valued at $6,451.19 | October 1, 2025, 21:44:15 | | 1368 | Sensay (SNSY) | $0.00 | -3.99% | $6,206,302 | 5.2B SNSY | 57.84% | 103.73M SNSY (1.04% of total locked), valued at $123,663.01 | October 1, 2025, 21:44:15 | | 67 | Immutable (IMX) | $0.69 | -4.56% | $1,341,033,867 | 1.93B IMX | 97.55% | 24.52M IMX (1.23% of total locked), valued at $16.95M | October 2, 2025, 21:44:15 |

Conclusion: Seize Linkage Opportunities, Beware of Macro Risks

As October 2025 begins, events of coin-stock linkage are frequent, with actions from Bitcoin Well, Jiuzi New Energy, and Bit Digital indicating that institutional capital is accelerating its inflow into the crypto space, pushing BTC and ETH prices upward. Short-term trading signals lean bullish, but attention must be paid to Federal Reserve policies, geopolitical events, and unlock selling pressure. Investors should DYOR (Do Your Own Research) and use tools like CMC and CryptoRank to track dynamics. The next issue will focus on Q4 TGE hotspots, stay tuned!

Disclaimer: The above information is organized based on publicly available data for reference only and does not constitute investment advice. The crypto market is highly volatile; please invest cautiously and manage risks effectively.

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