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OMGAfternoon Edition · Oct. 26

The robot says: ONE TREASURY LOADS UP. ONE LOADS ITSELF.

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Monday, Oct. 26, 2026 · Afternoon Edition

Strive Buys Record Bitcoin While Strategy Buys Itself

Strive bought a record 6,182 bitcoin this week while Strategy skipped bitcoin again and bought its own stock instead.

Number 1, Viral

Michael Saylor @saylor

Oct. 26 · 8:51 a.m. ET

Saylor Says Strategy Skips Bitcoin, Buys Back Stock

@saylor wroteStrategy has repurchased $205M of $STRC.
4,447 likes
Likes on Saylor's post
On X
285 replies
Replies on Saylor's post
On X
$204.9 million, 2.07 million STRC shares
STRC shares bought back this week, per The Block
Beyond X

The takeaway

A famous bitcoin buyer chose its own stock over bitcoin, two weeks running.

Number 2, Viral

Matt Cole @ColeMacro

Oct. 26 · 8:02 a.m. ET

Strive Buys Record 6,182 Bitcoin in One Week

@ColeMacro wroteStrive acquired 6,182 $BTC for $511.4M at an average cost of $82,732
2,766 likes
Likes on Cole's post
On X
184 replies
Replies on Cole's post
On X
6,182 BTC for $511.4 million
Bitcoin purchased this week and its cost, per The Block
Beyond X

The takeaway

A two-year-old bitcoin treasury firm just posted the biggest weekly buy on record.

Number 3, Viral

Mike Selig @ChairmanSelig

Oct. 26 · 10:51 a.m. ET

CFTC Chair Pushes Voluntary Registration for Crypto Exchanges

@ChairmanSelig wroteCrypto markets deserve the same time-tested protections that have governed America's derivatives markets for generations.
242 likes
Likes on Selig's post
On X
15 replies
Replies on Selig's post
On X
failed 49-50, short of the 60 votes needed
Senate CLARITY Act vote, per crypto.news
Beyond X

The takeaway

A regulator pushes crypto rules forward alone while Congress stalls.

Number 4, Viral

Polymarket @Polymarket

Oct. 26 · 9:56 a.m. ET

Prediction Bettors Favor Anthropic Over Bitcoin's Value

@Polymarket wroteAnthropic officially announces plans to list on Nasdaq under the ticker $ANT
192 likes
Likes on Polymarket's post
On X
44 replies
Replies on Polymarket's post
On X
74.5% chance
Odds Anthropic's value passes Bitcoin's by year-end, per KuCoin News
Beyond X

The takeaway

Crypto bettors now treat an AI company's stock as competition for bitcoin itself.

Number 5, Viral

Whale Insider @WhaleInsider

Oct. 26 · 9:01 a.m. ET

Tom Lee's BitMine Nears 5% of All Ether

@WhaleInsider wroteTom Lee's BitMine acquires $24.29 million in $ETH, bringing total holdings to $14 billion.
204 likes
Likes on Whale Insider's post
On X
24 replies
Replies on Whale Insider's post
On X
$24.29 million
ETH purchase value this week, per Whale Insider's post
On X

The takeaway

One public company now owns nearly 5 percent of every ether in existence.

You're caught up

That's the edition.

The posts that drew the most attention in the 6 hours before 12:37 p.m. ET.

Best ten tokens today

24-hour gain, top 200 only · CoinGecko · as of Oct 26, 16:38 UTC

  1. 1Beam BEAM · rank 193+16.73%
  2. 2Quant QNT · rank 35+10.72%
  3. 3XDC Network XDC · rank 92+6.74%
  4. 4Midnight NIGHT · rank 94+6.46%
  5. 5Pyth Network PYTH · rank 98+5.36%
  6. 6Meteora MET · rank 190+5.16%
  7. 7SPX6900 SPX · rank 127+4.58%
  8. 8Akash Network AKT · rank 176+4.31%
  9. 9MemeCore M · rank 45+3.97%
  10. 10Zama ZAMA · rank 185+3.61%

Charts for all 200, on Token prices. A record of price, not investment advice.

Next edition in--:--:--Four editions a day, six hours apart

OMG

Four times a day: the crypto posts that took over X, why they caught fire, and what that says about us.

The robot says: ONE TREASURY LOADS UP. ONE LOADS ITSELF.

The OMG robot from AI Lately's Sunday Funnies, a smartwatch with arms and legs: one palm out, a sideways amused smile.

Afternoon Edition, 12:37 p.m. ETCovers 6:37 a.m. to 12:37 p.m. ET

Strive Buys Record Bitcoin While Strategy Buys Itself

Strive bought a record 6,182 bitcoin this week while Strategy skipped bitcoin again and bought its own stock instead.

Published 12:37 p.m. ET by The CryptoLately.com Desk

Next edition in--:--:--Four editions a day, six hours apart

OMG shows each post as plain text. X's script loads only when you ask.

Number 1

Viral

Saylor Says Strategy Skips Bitcoin, Buys Back Stock

Michael Saylor @saylor on XPosted

Michael Saylor@saylor

Strategy has repurchased $205M of $STRC. As of 10/25/26, we hold 848,517 $BTC and $5.1B of USD Assets. $MSTR https://t.co/XTTFEh0rSc

Open on X (opens a new tab)

By the numbers

Likes on Saylor's post
4,447 likes
On X
As of
Likes on Saylor's post: Source: X
Replies on Saylor's post
285 replies
On X
As of
Replies on Saylor's post: Source: X
STRC shares bought back this week, per The Block
$204.9 million, 2.07 million STRC shares
Beyond X
As of
STRC shares bought back this week, per The Block: Source: theblock.co
Strategy's bitcoin holdings, unchanged, per The Block
848,517 BTC
Beyond X
As of
Strategy's bitcoin holdings, unchanged, per The Block: Source: theblock.co
2 more numbers behind this take

The take

Michael Saylor runs Strategy. Strategy used to be called MicroStrategy. It was a software company once. Saylor turned it into a bitcoin holding firm years back. Strategy now holds more bitcoin than almost any company on Earth. Saylor posted an update on X Monday afternoon. Strategy skipped a bitcoin buy last week. That is the second straight week it skipped. Instead, Strategy spent money on its own stock. It bought back $204.9 million of STRC shares. That is 2.07 million shares in all. STRC is a type of preferred stock. It pays a steady dividend to the people who hold it. Strategy still holds 848,517 bitcoin today. Saylor said the firm also holds $5.1 billion in USD assets. His post was short and plain. He named the numbers and little else. It still drew 4,447 likes in hours. It pulled 285 replies too. Why did this catch fire? Saylor rarely skips a bitcoin buy. He has bought almost every single week for years. One skipped week reads as news on its own. A second skipped week reads as a pattern. Strategy still has $956.8 million left to spend on buybacks. That comes from a $3 billion program its board approved last week. What does this say about crypto people today? They watch Strategy's weekly bitcoin buys closely. When the buying stops, they notice within hours. A firm known for buying bitcoin chose its own shares instead this week. The choice says little about Saylor's longer bitcoin view. The stock may have simply looked cheap that week. Either way, the market reads every move Strategy makes. A small pause still reached thousands of screens today. Crypto people built this habit over years of watching one firm buy. Now they watch closely for the week it skips again.

What it says about us

A famous bitcoin buyer chose its own stock over bitcoin, two weeks running.

Sources

  1. The Block Strategy pauses bitcoin buys, repurchases $205 million of STRC preferred shares
  2. Bitcoin Treasuries Strategy Pauses Bitcoin Buys, Repurchases $205M of STRC

Number 2

Viral

Strive Buys Record 6,182 Bitcoin in One Week

Matt Cole @ColeMacro on XPosted

Matt Cole@ColeMacro

Strive acquired 6,182 $BTC for $511.4M at an average cost of $82,732 per bitcoin, bringing total holdings to ₿43,000.

- Cash and marketable securities increased by $187.7M to $554.6M.
- Established a $1B $SATS ATM program.$ASST $SATA $SATS pic.twitter.com/pKtqVmFobL

Open on X (opens a new tab)

By the numbers

Likes on Cole's post
2,766 likes
On X
As of
Likes on Cole's post: Source: X
Replies on Cole's post
184 replies
On X
As of
Replies on Cole's post: Source: X
Bitcoin purchased this week and its cost, per The Block
6,182 BTC for $511.4 million
Beyond X
As of
Bitcoin purchased this week and its cost, per The Block: Source: theblock.co
Average purchase price, per Crypto Times
$82,732 per bitcoin
Beyond X
As of
Average purchase price, per Crypto Times: Source: cryptotimes.io
4 more numbers behind this take

The take

Matt Cole leads Strive. Strive is a public company. It holds bitcoin as its main asset. Cole posted an update on X Monday. Strive bought 6,182 bitcoin last week. The buy cost $511.4 million in all. The average price was $82,732 per coin. This is the biggest single buy Strive has made. Total holdings rose to 43,000 bitcoin. Strive also opened a plan to sell more stock. That stock is called SATS. The new plan allows sales up to $1 billion. Cash on hand sat near $504.4 million after the buy. Cole's post named the numbers and stopped there. It still drew 2,766 likes within hours. It pulled 184 replies too. Why did this catch fire? Strive wants to own more bitcoin than almost any public firm. Cole has said that goal out loud for months. Strive needs about 105 bitcoin a week to catch the next firm in line. This week's buy ran far past that pace. A record buy from a firm chasing a rank reads as real intent. Strive held zero bitcoin two years ago. It built its whole position in that time. That speed is part of why this buy drew notice. A newer name moving this fast still surprises longtime bitcoin watchers. What does this say about crypto people today? They track these corporate bitcoin buyers closely, week after week. Each new record buy becomes its own small event. A single tweet with four numbers can still draw thousands of eyes. That tells you how much weight these treasury firms carry now. A company most people barely knew a year ago just made history. It posted the biggest weekly bitcoin buy on record. Crypto people reward that kind of plain, numbers-first update. They skip the hype entirely. The numbers alone pull the room's attention.

What it says about us

A two-year-old bitcoin treasury firm just posted the biggest weekly buy on record.

Sources

  1. The Block Strive closes in on second-largest corporate bitcoin treasury with $511 million purchase
  2. Crypto Times Strive Buys 6,182 Bitcoin for $511M, Hits 43,000 BTC and Opens $1B SATS Sale
  3. Unchained Strive's Bitcoin Treasury Reaches 43,000 BTC as It Files a $1 Billion SATS ATM

Number 3

Viral

CFTC Chair Pushes Voluntary Registration for Crypto Exchanges

Mike Selig @ChairmanSelig on XPosted

Mike Selig@ChairmanSelig

Crypto markets deserve the same time-tested protections that have governed America’s derivatives markets for generations.

While Congress has yet to act, the @CFTC is advancing a voluntary federal registration pathway for crypto exchanges, bringing them closer to the gold… pic.twitter.com/54lXpBZQHv

Open on X (opens a new tab)

By the numbers

Likes on Selig's post
242 likes
On X
As of
Likes on Selig's post: Source: X
Replies on Selig's post
15 replies
On X
As of
Replies on Selig's post: Source: X
Senate CLARITY Act vote, per crypto.news
failed 49-50, short of the 60 votes needed
Beyond X
As of
Senate CLARITY Act vote, per crypto.news: Source: crypto.news
Bitcoin price at midday, per CoinDesk
$80,283
Beyond X
As of
Bitcoin price at midday, per CoinDesk: Source: coindesk.com

The take

Mike Selig runs the CFTC. The CFTC is a top US agency. It watches big bets called derivatives. Selig posted on X Monday. He said crypto needs old, strong rules. Those rules have run US markets for years. He said the CFTC wants a new path for crypto exchanges. An exchange is a place to trade crypto. Exchanges could join this path on their own. Joining would stay a choice for each firm. It brings them closer to bank-level rules. The new path could let some exchanges offer bigger trades to regular people. Such a trade uses borrowed money to grow a bet. Most exchanges follow state rules today. A federal path would sit next to those state rules. Congress left its own crypto bill stuck. The Senate's CLARITY Act failed a vote in September. That vote ran 49 to 50. It needed 60 votes to pass. Selig's post drew 242 likes in a few hours. It pulled 15 replies too. Those numbers are small for a government post. Why did this catch fire at all? Crypto firms have waited years for clear rules. Selig moved past a stuck Congress. That move is rare. Rare moves make bigger news than a like count shows. Bitcoin traded near $80,283 at midday Monday. The wider crypto market moved little on the news. What does this say about crypto people today? They watch regulators as closely as they watch prices. One short post from one official can shift a market's mood. Crypto people now treat one line from a chief as big as a chart. They know rules shape what they can trade and how. A plain post like this still carries real weight for a whole industry. That industry still waits on Congress.

What it says about us

A regulator pushes crypto rules forward alone while Congress stalls.

Sources

  1. crypto.news CFTC advances voluntary crypto exchange registration as Congress stalls
  2. Troutman Pepper Locke In the Wake of CLARITY Act's Failure, Agencies Move Forward Without Congressional Action or Certainty

Number 4

Viral

Prediction Bettors Favor Anthropic Over Bitcoin's Value

Polymarket @Polymarket on XPosted

Polymarket@Polymarket

BREAKING: Anthropic officially announces plans to list on Nasdaq under the ticker $⁠ANT — as projected by Polymarket. https://t.co/JXjMP29zy7

Open on X (opens a new tab)

By the numbers

Likes on Polymarket's post
192 likes
On X
As of
Likes on Polymarket's post: Source: X
Replies on Polymarket's post
44 replies
On X
As of
Replies on Polymarket's post: Source: X
Odds Anthropic's value passes Bitcoin's by year-end, per KuCoin News
74.5% chance
Beyond X
As of
Odds Anthropic's value passes Bitcoin's by year-end, per KuCoin News: Source: kucoin.com
Bitcoin's market capitalization, per KuCoin News
$1.61 trillion
Beyond X
As of
Bitcoin's market capitalization, per KuCoin News: Source: kucoin.com
2 more numbers behind this take

The take

Polymarket runs betting markets on real events. One market asked about Anthropic's new stock ticker. Polymarket posted on X Monday. Anthropic filed to list its stock on Nasdaq. The filing left its price range for later. Its ticker will be ANT. Bettors guessed that name right. Anthropic builds the Claude AI chat tools. Its 2026 first half brought in $16.3 billion. That is a big jump in revenue. Last year's same months brought in just $1.2 billion. Polymarket's post drew 192 likes in a few hours. It pulled 44 replies too. Crypto chat around the news ran for hours. Why did this catch fire? A right guess on a ticker is a small win. The bigger story sits one step past that. Another Polymarket market asks a harder question. Will Anthropic's worth pass bitcoin's worth by year-end? Bettors give that a 74.5% chance. Bitcoin's whole market stood near $1.61 trillion that day. One new firm might beat the biggest crypto asset by year-end. Bitcoin's price has dropped for three weeks straight. That drop makes buyers easy to pull toward new stories. A loud new stock sale can feel safer than a slump. Crypto people call this a shift away from older coins. What does this say about crypto people today? They weigh one AI firm's paper worth against bitcoin's price each day. New stock deals can pull notice straight out of crypto charts. Traders used to compare bitcoin only to gold or cash. Now they compare it to a chat firm's stock before it even trades. That shift says something about where big money looks next. Crypto people built bitcoin's case on its fixed supply and time. A fresh stock story can still beat that case in one afternoon.

What it says about us

Crypto bettors now treat an AI company's stock as competition for bitcoin itself.

Sources

  1. KuCoin News Anthropic Files for IPO on Nasdaq with Ticker 'ANT', Could Outvalue Bitcoin
  2. CoinDesk AI giant Anthropic files for blockbuster IPO

Number 5

Viral

Tom Lee's BitMine Nears 5% of All Ether

Whale Insider @WhaleInsider on XPosted

Whale Insider@WhaleInsider

JUST IN: Tom Lee’s BitMine acquires $24.29 million in $ETH, bringing total holdings to $14 billion. pic.twitter.com/jOgUcDByUg

Open on X (opens a new tab)

By the numbers

Likes on Whale Insider's post
204 likes
On X
As of
Likes on Whale Insider's post: Source: X
Replies on Whale Insider's post
24 replies
On X
As of
Replies on Whale Insider's post: Source: X
ETH purchase value this week, per Whale Insider's post
$24.29 million
On X
As of
ETH purchase value this week, per Whale Insider's post: Source: X
ETH added this week, per PR Newswire
10,452 ETH
Beyond X
As of
ETH added this week, per PR Newswire: Source: prnewswire.com
4 more numbers behind this take

The take

Tom Lee chairs a company called BitMine. BitMine holds ether as its main asset. Ether is the token behind the Ethereum network. An account called Whale Insider posted about BitMine Monday. It said BitMine bought $24.29 million more in ether. That buy brought BitMine's stash near $14 billion in value. The post drew 204 likes within the hour. It pulled 24 replies too. BitMine added 10,452 ether over the past week, per its own release. Total ether held now sits at 6,051,933 tokens. That is close to 5 percent of all ether that exists. BitMine's full crypto and cash holdings reach $15 billion in all. The company also bought back 2.04 million of its own shares this week. Why did this catch fire? BitMine set a goal to own 5 percent of ether months ago. Each new buy moves that number a bit closer. The company sits at 4.95 percent of the supply now. That is close to its stated goal. A firm this near a round number draws steady notice. What does this say about crypto people today? They track one firm's climb toward one more percent. A tenth of a percent can become its own small headline. Crypto people treat ether buying by firms as a running story, week after week. Each week adds a new number to watch. BitMine also staked most of its ether instead of leaving it idle. Staking means locking tokens to help run the network for a reward. That reward adds income on top of any price gain. That stake also helps keep the Ethereum network safe. More staked ether often means a safer network overall. A treasury this size now shapes ether's own supply.

What it says about us

One public company now owns nearly 5 percent of every ether in existence.

Sources

  1. PR Newswire Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 6.05 Million Tokens, and Total Crypto and Total Cash & Marketable Securities Holdings of $15 Billion
  2. CoinGape Tom Lee's Bitmine Adds 10,452 ETH, Repurchases 2M BMNR Shares

That is the whole edition.

The posts that drew the most attention in the 6 hours before 12:37 p.m. ET. You are caught up until the next one.

Next edition in--:--:--Four editions a day, six hours apart

Best ten tokens today

24-hour gain, top 200 only · CoinGecko · as of Oct 26, 16:38 UTC

  1. 1Beam BEAM · rank 193$0.003338+16.73%
  2. 2Quant QNT · rank 35$208.24+10.72%
  3. 3XDC Network XDC · rank 92$0.03344+6.74%
  4. 4Midnight NIGHT · rank 94$0.03958+6.46%
  5. 5Pyth Network PYTH · rank 98$0.07520+5.36%
  6. 6Meteora MET · rank 190$0.3136+5.16%
  7. 7SPX6900 SPX · rank 127$0.3751+4.58%
  8. 8Akash Network AKT · rank 176$0.6754+4.31%
  9. 9MemeCore M · rank 45$0.9534+3.97%
  10. 10Zama ZAMA · rank 185$0.07099+3.61%

Charts for all 200, on Token prices. A record of price, not investment advice.

More editions

All editions
  1. Monday, Oct. 26, 2026

  2. Sunday, Oct. 25, 2026

  3. Saturday, Oct. 24, 2026

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