According to @business, CoreWeave has signed a $14 billion deal with Meta that highlights strong AI demand and links to a Bloomberg Intelligence discussion, source: @business. This headline provides a fresh data point for positioning in META shares and AI-exposed assets, including AI-related crypto narratives, source: @business. The announcement was posted on Sep 30, 2025, offering timely context for order flow and liquidity planning, source: @business.

According to the source, Bloomberg Intelligence analyst Eric Balchunas said the odds of a U.S. Solana (SOL) spot ETF approval are now a certainty, framing elevated expectations for regulated SOL exposure via an exchange-traded product (source: Eric Balchunas, Bloomberg Intelligence public commentary). The U.S. SEC has not announced any Solana spot ETF approval; official greenlights are issued through 19b-4 orders and effective S-1 registrations posted on SEC.gov (source: U.S. Securities and Exchange Commission). Historical precedent shows market structure shifts around crypto ETF launches, as seen with U.S. spot BTC approvals in January 2024 and subsequent listings on NYSE Arca, Nasdaq, and Cboe BZX, which followed formal SEC orders before trading began (source: U.S. SEC approval orders for spot Bitcoin ETFs). For traders, confirmation risk remains binary until an SEC approval order is published; both a 19b-4 approval and an effective S-1 are required before any SOL ETF can list, consistent with BTC and ETH spot ETF processes (source: U.S. SEC rules under Exchange Act Section 19(b) and Securities Act registration procedures). The SEC review window on 19b-4 proposals can extend up to 240 days from publication, which anchors timing scenarios and event-risk hedging around expected decision dates (source: U.S. SEC, Exchange Act Section 19(b)(2)).

According to @business, Bloomberg Intelligence reports that Central Huijin, a unit of China’s sovereign wealth fund, has more than 50 billion dollars in paper gains from buying local exchange traded funds, highlighting substantial government support for the equity market, source: Bloomberg Intelligence via Bloomberg. The size of these mark to market gains indicates sustained official ETF activity that has bolstered China A-share benchmarks and liquidity, a key flow signal traders monitor when assessing market support levels, source: Bloomberg Intelligence via Bloomberg. Any spillover to crypto remains limited because onshore virtual asset trading is banned in China since September 2021, restricting direct transmission to domestic crypto activity, source: People’s Bank of China 2021 notice on preventing and handling risks of virtual currency trading and speculation.

According to @business, CATL shares have surged nearly 75% from early April 2025 lows, adding about $110 billion to market capitalization, based on Bloomberg reporting dated Sep 19, 2025. According to @business, despite the rally CATL still has the lowest valuation among pure battery makers on a Bloomberg Intelligence sector gauge. According to @business, the report does not cite any direct cryptocurrency market impact.

According to @EleanorTerrett, Bloomberg Intelligence analysts James Seyffart and Eric Balchunas have significantly increased the approval odds for most spot crypto exchange-traded funds (ETFs) to 90% or higher. This high probability applies to filings for major cryptocurrencies including XRP, Solana (SOL), Dogecoin (DOGE), Litecoin (LTC), and Cardano (ADA). The analysts cite ongoing engagement from the U.S. Securities and Exchange Commission (SEC) as a primary reason for their optimism, viewing the back-and-forth communication as a strong positive signal. This sentiment is echoed in prediction markets, with Polymarket bettors assigning a 98% chance of an XRP ETF approval this year. The report also highlights the broader trend of asset tokenization, which is moving beyond stablecoins and into structured credit, signaling a long-term structural shift in finance. Despite this positive long-term outlook, recent market data shows 24-hour price declines for key assets, with XRP down over 5.7%, SOL down over 7.2%, and ADA down over 7.5%, presenting a divergence between short-term price action and long-term fundamental developments.