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🟣🚀 Solana ETF Soars; Staking Pulls Inflows

Hello there you embodiment of curiosity;

Welcome to today's edition of Osiris News, if you’re staring at the charts and feeling like you got a gift and a slap in the same handshake, you are not alone. The Fed delivered the cut everyone wanted, and price still stumbled. The vibe is whiplash and recalibration. Bitcoin hovers near $109K, more interested in the path ahead than the headline it just digested.

The story today is a market trying to hear two songs at once. Powell’s cautious tune trimmed near-term easing hopes, while Wall Street and Big Tech sang adoption at full volume. One screen sells futures on tone and dots. The other buys a Solana ETF that did not exist three days ago. Noise versus signal.

🔍 Quick Overview

• Fed’s Hawkish Cut: Rates down, Powell cautious, December odds trimmed; QT exit adds long-term liquidity.

• Solana ETF Soars: Bitwise staked SOL sets 2025 debut records, staking yield makes ETH’s unstaked ETFs look thin.

• Infra Goes Big-League: Coinbase and Mastercard chase multi-billion deals, Consensys preps IPO; core crypto plumbing is mainstream.

• AI’s Trillion Talk: OpenAI eyes a $1T IPO, Nvidia at $5T as Big Tech floods AI infrastructure.

• Airdrop Gold Rush: Alt trading tightens, capital pivots to farming; Polymarket confirms token and airdrop, new path to upside.

Trending News

💵🚀 Western Union Files WUUSD Trademark for Stablecoin

Western Union has filed a U.S. trademark for "WUUSD," signaling its intent for a dollar-based stablecoin to enhance global remittances. This follows plans to launch USDPT on Solana in early 2026, integrating stablecoins into its vast payment network. The move represents a significant step into blockchain for a remittance giant, promising lower costs and improved capital efficiency.

🌐📉 Powell's Hawkish Tone Sends Bitcoin Down 5%

Bitcoin experienced a 5% price drop after Fed Chair Jerome Powell suggested a December rate cut was "far from a foregone conclusion." His hawkish remarks contradicted market expectations, making risk assets less appealing and increasing Treasury yields. This shift highlights crypto's sensitivity to central bank policy and could lead to continued volatility through year-end.

📊🔁 Bitcoin, Ether ETFs See $500M Outflows as Altcoins Gain

Over $500 million flowed out of Bitcoin and Ethereum ETFs, while new Solana, Hedera, and Litecoin ETFs attracted initial investments. Bitwise's Solana ETF (BSOL) notably added $46.5 million in net inflows, building on its record-breaking debut. This trend indicates growing investor interest in diversifying crypto exposure beyond major coins through regulated products.

🔧🌍 Flutterwave Partners Polygon for Cheaper Africa Payments

African payments firm Flutterwave is partnering with Polygon Labs to leverage blockchain and stablecoins for faster, cheaper cross-border payments. This initiative aims to reduce high fees and slow settlement times for international transactions across the continent. The move highlights blockchain's potential to improve global commerce, especially in emerging economies, by blurring traditional and digital finance.

This tiny pause brought to you by “please let this help pay the bills” 👀

Beyond the Noise

Powell cut 25 bps to 3.75–4.00% and set QT to end on Dec 1. On paper, risk-on. In practice, a hawkish cut. Odds for another cut in December slid, and BTC dipped 2.5–5%. The takeaway is simple: the cut was priced, guidance was not. Macro trades the next print, not yesterday’s podium.

Meanwhile, the new Solana spot ETFs came out swinging. Bitwise BSOL posted $56M day one volume and $72M day two, the strongest ETF launch of 2025 by turnover. That happened despite SOL being down double digits month on month. Why it works: staking. These funds earn yield for holders, not just exposure, and institutions are responding. Fee take from rewards is material, yet demand is louder than the drag. Expect a queue of me-too filings from the majors.

The buildout is broader than a ticker. Core rails are being bought and bolted in. Coinbase is circling BVNK in a multibillion deal. Mastercard is reportedly in talks for Zerohash at similar size. That is not trend chasing. That is buying ports, pipes, and power. In parallel, Consensys is lining up an IPO with top-tier underwriters. Stablecoins sit at $317B and could cross $4T by 2030 if the institutional pipeline stays open. Western Union is prototyping a Solana stablecoin. Circle is testing ARC as a settlement layer for banks and asset managers. Every step that lowers remittance fees is money back in real households.

Zoom out to the compute wars. Nvidia at $5T and OpenAI eyeing a giant IPO are not side stories. They are the capex signal. Big Tech burned $78B on data centers last quarter. Miners like TeraWulf are raising to pivot power toward AI. The world is assembling a global supercomputer, and programmable money with instant finality is the native way to pay it. The crypto infrastructure being acquired today is the toll road for that future.

Back on the tape, BTC is rangebound between $110K and $116K as ETF inflows cool. Equities cheered soft CPI, crypto shrugged. That divergence says positioning is cautious and catalysts matter. The next live wires are jobs, PCE, and the Fed path into year-end.

This Caught My Eye:

Here’s a breakdown:

• Leverage wipeout: Over $1.14B in long liquidations hit the market in 24 hours as prices reversed sharply, marking one of the largest single-day long flushes this quarter.

• Sentiment reset: With nearly 215,000 traders rekt, open interest likely cooled off, setting the stage for a potential stabilization phase before the next move.

Looking Ahead

Short term, macro sets the tempo. Powell muted December enthusiasm and the market listened. Expect choppy ranges until the next data point moves the curve.

Medium term, the build speaks louder. Solana ETFs with staking, multibillion infra deals, stablecoin rails in legacy brands, and an AI capex supercycle all point the same direction. Professional money is not trying to catch a wick. It is buying the base layer.

The question for the coming weeks is which force dominates the tape first. If ETF flows re-accelerate into year-end, price will follow the plumbing. If not, the build continues in the background and the range holds until macro blinks. Either way, the foundation under this market just got thicker.

Until tomorrow,
- Dr.P