Friday Forecasts: 26/09/25

Your weekly pulse on markets, narratives, protocols, and policy.

Market Pulse

Michael Saylor predicts Bitcoin will outgrow gold 10X as corporate adoption rises

Michael Saylor, chairman of Strategy, estimated that Bitcoin might grow ten times the size of gold as governments and corporations embrace it. He claimed that Bitcoin is programmable and borderless money, instead of the physical constraints of gold and the tariff risk.

Saylor called Bitcoin the “next frontier” for national reserves and corporate treasuries. Saylor linked his view with the offered U.S. strategic Bitcoin reserve bill, emphasizing that the asset enhances balance sheets better than cash or stock buybacks.

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OG crypto whale dumps $9M HYPE for new CZ-backed DEX Aster

A crypto whale holding a massive position in Hyperliquid’s native token HYPE has offloaded about $9 million of their holdings to the new decentralized exchange project Aster.

According to blockchain tracker Lookonchain, the unidentified whale initially purchased and staked 2 million HYPE tokens nine months ago, spending $17.4 million at an average of $8.68 per token. At peak valuation, that investment ballooned to more than $107 million, but at the time of this publication, it had reduced to about $89 million.

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Narratives to Watch

Helius invests $175.6 million in Solana: the $500 million plan kicks off

Helius Medical Technologies (ticker HSDT) has initiated a treasury strategy in Solana with an initial purchase of 760,190 SOL at an average cost of $231 per token, for a historical expenditure of approximately $175.6 million. The initiative constitutes the first step of a SOL treasury plan aimed at reaching a total investment of $500 million, supported by investors such as Pantera Capital and Summer Capital, in a logic of progressive allocation.

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Kazakhstan launches Evo stablecoin with Solana and Mastercard

Kazakhstan’s central bank launched a pilot project with a new stablecoin pegged to the local fiat currency in collaboration with Solana and Mastercard.

The National Bank of Kazakhstan announced the launch of the stablecoin project within the framework of its Digital Assets Regulatory Sandbox, according to a statement shared with Cointelegraph on Tuesday.

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Vietnam Bank Account Purge Boosts Bitcoin Appeal

Vietnam’s recent decision to delete over 86 million bank accounts underscores growing concerns over centralized control of personal finances. As biometric verification becomes mandatory, critics argue that the sweeping closures expose the vulnerability of traditional banking.

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Protocol Watch

Hyperliquid’s USDH stablecoin goes live, trading volume instantly soars past $2M

Hyperliquid’s native stablecoin USDH, issued by Native Markets, has been officially launched, joining the likes of USDT and USDC, and it is drawing wild trading interest.

The rollout marks a significant moment for the fast-growing decentralised exchange (DEX), which has been looking for ways to strengthen its infrastructure while reducing dependence on external stablecoins.

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Ripple stablecoin added as off-ramp for BlackRock and VanEck tokenized funds

Ripple and the tokenization platform Securitize have integrated the Ripple USD stablecoin as an off-ramp for tokenized funds by major crypto investment firms BlackRock and VanEck.

Ripple and Securitize launched a smart contract allowing holders of BlackRock’s USD Institutional Digital Liquidity Fund (BUIDL) and VanEck’s Treasury Fund (VBILL) to exchange their tokenized shares for the Ripple USD (RLUSD) stablecoin.

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Regulatory Radar

US Strategic Bitcoin Reserve audit now 172 days overdue

Donald Trump’s ordered audit of crypto assets intended for a Bitcoin Reserve and Digital Asset Stockpile is now overdue by 172 days.

The review, which was supposed to inspect the crypto holdings of various federal agencies, was due on April 5 after Trump issued his executive order.

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B HODL lists in UK after raising $20 million to launch bitcoin treasury strategy

B HODL Plc, a new British firm founded to accumulate and generate revenue from bitcoin in its treasury, listed on the Aquis Stock Exchange in London on Monday after raising approximately £15.3 million ($20.7 million) to embark on its strategy.

The company’s shares began trading on the AQSE Growth Market at 8 a.m. local time under the ticker “HODL.” Aquis is a UK exchange for small and mid-sized growth firms, with fewer than 100 listings and a total market capitalization below £5 billion ($6.8 billion) — a low-cost alternative to the London Stock Exchange, but far smaller and less liquid.

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Moonrig Perspective

Markets are maturing — and so are narratives.
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