October 27, 2025, Beijing – With optimistic expectations for global trade negotiations, the cryptocurrency market has experienced a strong rebound, with a total market capitalization returning to $3.78 trillion, up 3.56% from last week. Bitcoin (BTC) has firmly held the $112,000 mark, rising 4.53%; Ethereum (ETH) has returned above $4,000, increasing by 1.81%. Meanwhile, crypto-related stocks such as Coinbase (COIN) and Robinhood (HOOD) have also risen, with increases of 2.32% and 6.28% respectively, highlighting the growing correlation between cryptocurrencies and stocks. The Fear & Greed Index has risen to 40 (neutral), up from last week's 29 (fear), indicating a gradual recovery in investor confidence. This article summarizes the hot events of the week, analyzes institutional behavior and market correlation, helping you grasp the trading pulse.

National Level Embraces BNB: Kyrgyzstan Builds Reserves, CZ Ignites Ecological Spark

Binance founder Changpeng Zhao (CZ) posted continuously on the X platform this week, sharing Kyrgyzstan's crypto progress, sparking market discussions. On Saturday (October 25), CZ detailed the results of his visit: the country's national stablecoin has launched on the BNB Chain, and the central bank digital currency (CBDC) is poised for application in government payment scenarios. More significantly, Kyrgyzstan has established a national cryptocurrency reserve, which explicitly includes BNB. This move marks the transformation of BNB from an exchange token to a national strategic asset, with the price of BNB rising 3.11% to $1,156, reaching a new monthly high.

CZ emphasized that this trip facilitated multiple collaborations: Binance Academy partnered with 10 top universities, localized apps support Kyrgyz language, and a Bishkek offline Meetup attracted over 1,000 participants. Combined with last week's news of Trump pardoning CZ, this information further boosts confidence in the BNB ecosystem. Analysts point out that national reserves may stimulate more emerging markets to follow suit, driving BNB Chain's TVL (Total Value Locked) to grow by over 15% in the short term. Meanwhile, S&P's newly launched "Digital Market 50 Index" includes BNB among the top 15 crypto assets and 35 crypto-related stocks, reinforcing its anchoring role in traditional finance.

Institutional "Hoarding" Trend: ETH and BTC Reserves Expand, South Korean Companies Lead

This week, there were numerous signals of institutional accumulation, highlighting the penetration of crypto assets into corporate balance sheets. Strategic ETH Reserve monitoring shows that Japanese AI company Quantum Solutions added 500 ETH, bringing its total holdings to 4,365 ETH, valued at approximately $18 million. This move continues its strategic layout, with the price of ETH rebounding 7.01% to $4,207, driving gas fees on the Ethereum L2 network up by 227%.

South Korean listed company Bitplanet has launched a "Daily Bitcoin Accumulation Plan," having purchased 93 BTC last week, with a total target of 10,000 BTC reserves. The $40 million fund pool disclosed by the company at the end of August is aiding its brand transformation. Bitplanet's CEO stated that they will strictly adhere to the Financial Services Commission's guidelines to ensure compliance with the "Digital Asset Basic Law," which will take effect in 2027. This plan not only boosted the price of BTC (up 3.04% to $115,000) but also linked to South Korean tech stocks: Samsung Electronics (005930.KS) rose 1.2%, benefiting from expectations of blockchain applications.

Whale-level trading is also active: a mysterious BTC swing trader spent $30 million within four days, heavily investing in 264.8 WBTC (average price $113,000). This whale bought low and sold high at the end of September, making a profit of $850,000 on a single transaction; this recent buyback may indicate a confirmation of a short-term bottom. On-chain data shows that BTC ETFs saw a net inflow of $250 million yesterday, reversing the $100 million outflow trend in October, with MicroStrategy (MSTR) stock rebounding by 2%.

Institutional Accumulation Highlights

| Asset | Accumulation Amount | Total Holding Value | Price Impact | |--------------------|---------------------|---------------------|--------------------| | Quantum Solutions | ETH | 500 | ~ $18 million | ETH +7.01% | | Bitplanet | BTC | 93 (first week) | Target 10,000 BTC | BTC +3.04% | | Mysterious Whale | WBTC | 264.8 | $30 million | BTC bottom stabilizing |

Coin-Stock Correlation Amplification Effect: Trade Optimism Boosts Market, Seeking Opportunities Amid Volatility

The market in October has been highly volatile, with last week's "flash crash" erasing $500 billion in market value (BTC down 11%, ETH down 13%), but this week has seen a rapid rebound, with a total market value increase of 3.56%. Positive news from US-China trade negotiations has led to a broad rise in Asian stock markets, boosting crypto: the Nikkei 225 index rose 0.65%, corresponding to SOL +6.09% to $204. Crypto stocks benefited simultaneously, with JPMorgan now accepting BTC/ETH as loan collateral, expected to expand to direct staking by the end of the year.

However, risks remain: rumors of tariffs in late October triggered $19.37 billion in leveraged liquidations, with small and mid-cap tokens dropping by 60-80%. BTC dominance is at 59%, and the Altcoin Season Index is only 25/100, indicating that funds still prefer blue chips. Looking ahead to next week, the Federal Reserve's meeting on the 29th (expected to cut rates by 25bps) and major tech earnings reports (MSFT, GOOG) may serve as catalysts, potentially boosting ETH ETF inflows.

Conclusion: Ready to Take Off, Rational Layout

This week, the correlation between cryptocurrencies and stocks shifted from "fear" to "neutral," driven by institutional reserve expansion and national adoption, with BNB, ETH, and BTC leading the way. Traders should pay attention to the $112,000 support for BTC and the $4,200 resistance for ETH, using on-chain data for risk management. While the market is warming up, macro uncertainties (such as the US-China summit) still need to be monitored. Crypto is not just speculation; it is the cornerstone of future finance – embrace innovation and move forward steadily.

(Data source: CoinMarketCap, X platform, S&P indices, etc.; this article is not investment advice, DYOR)

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