Disclaimer: This article is for information sharing and research communication only and does not constitute any investment advice. Investing in digital assets carries high risks, please research independently and make prudent decisions (DYOR).

Hash Global | October 2026 Bitcoin Monthly Report

In October, macro tightening expectations combined with a correction in AI technology stocks, and at the end of the month, the Binance security incident further exacerbated market sell-offs. BTC fell below the $80,000 mark, closing the month at about $78,000, with a monthly decline of 7.61%.

🚀 Key Highlights of This Month

🔹 US regulation continues to advance: CFTC proposed a federal regulatory framework for crypto trading platforms, OCC released the first final implementation rules for the GENIUS Act.

🔹 Acceleration of stock tokenization: Securitize launched a 1:1 real stock-backed US stock token, covering 12 listed companies including Apple and Nvidia.

🔹 Expansion of stablecoin payments: Stripe accelerates its stablecoin card layout, Visa's stablecoin settlement annual scale surpasses $25 billion.

🔹 Bitcoin Treasury faces new challenges: New MSCI regulations may affect the index qualification of companies like Strategy, showing further conflicts between traditional index systems and BTC treasury models.

📊 Data Observation

🔹 Market performance: The total market value of the crypto market decreased by 9.09%, BTC performed relatively well and its market share rose by 0.8 percentage points to 59.70%.

🔹 ETF capital flows: BTC spot ETF saw a net outflow of $515 million this month, with significant divergence in institutional capital flows. IBIT saw a net inflow of $932 million against the trend, further increasing its market share to 63.24%; most other products recorded net outflows, with FBTC having a net outflow of $755 million, becoming the largest source of capital outflow this month.

🔹 Holdings of listed companies: Listed companies' total BTC treasury holdings amounted to approximately 1,167,800 coins, with a net increase of about 17,500 coins this month, indicating continued demand for long-term allocation by institutions.

📅 Monthly BTC Observation

🔹 Strategy's capital allocation transformation: The company's Q3 net profit reached $19.53 billion, while it increased the repurchase of preferred stocks and established cash reserves, gradually shifting capital management from simply increasing BTC holdings to balancing financing costs and liquidity safety.

🔹 Strive accelerates its accumulation: BTC holdings increased to 43,000 coins, ranking among the top global listed companies in BTC treasury, and launched a preferred stock financing plan of up to $1 billion.

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