cbLTC / USDC
6.53% borrow observation
Supply 5.73%; LLTV 62.5%. Afternoon October 2 UI extract. Liquidity fields conflict in the source interface and require reconciliation.
Inspect exact market ↗LTC / Lunch Time Conversations
Capital. Code. Custody.
Bitcoin · Litecoin · The Nakamoto Standard.
Supplied design edition · Original source notes and limitations retained
The editorial read / 02 Oct
A morning asset price, a closed fund session, a company filing and an afternoon lending rate are different observations. This edition carries the timestamp and evidence class with each one.
| # | Name | BTC |
|---|---|---|
| 01 | IBIT | 800,535 |
| 02 | Fidelity Wise Origin | 184,058 |
| 03 | GBTC | 131,528 |
| 04 | Grayscale Mini | 62,874 |
| 05 | Bitwise Bitcoin | 38,189 |
| 06 | ARK 21Shares | 35,026 |
| 07 | CoinShares Physical | 21,270 |
| 08 | CoinShares Tracker One | 20,850 |
| 09 | WisdomTree Physical | 19,260 |
| 10 | Purpose Bitcoin | 18,373 |
| 11 | iShares Bitcoin ETP | 18,002 |
| 12 | Fidelity Advantage | 14,898 |
| 13 | VanEck Trust | 14,767 |
| 14 | Bitwise Physical ETC | 10,771 |
| 15 | Morgan Stanley | 10,436 |
| 16 | 21Shares Bitcoin ETP | 8,195 |
| 17 | VanEck Bitcoin ETN | 8,195 |
| 18 | CI Galaxy | 8,016 |
| 19 | CoinShares Valkyrie | 6,410 |
| 20 | Franklin Bitcoin | 6,331 |
| 21 | Invesco Physical ETN | 4,402 |
| # | Name | BTC |
|---|---|---|
| 01 | Strategy | 847,666 |
| 02 | Twenty One | 43,514 |
| 03 | Metaplanet | 43,000 |
| 04 | MARA | 35,577 |
| 05 | Strive | 27,462 |
| 06 | Bullish | 22,000 |
| 07 | Coinbase | 17,311 |
| 08 | CleanSpark | 13,703 |
| 09 | Trump Media | 12,062 |
| 10 | Tesla | 11,509 |
| 11 | Riot | 11,380 |
| 12 | Hut 8 | 10,278 |
| 13 | Block | 9,117 |
| 14 | American Bitcoin | 8,300 |
| 15 | GD Culture | 7,500 |
| 16 | Galaxy | 6,894 |
| 17 | Next Technology | 5,833 |
| 18 | Gemini | 5,528 |
| 19 | Silvia | 5,130 |
| 20 | Boyaa | 4,468 |
| 21 | Nakamoto Inc | 4,467 |
Sound money. Open rails. Source by source.
Dedicated market desk / Base
6.53% borrow observation
Supply 5.73%; LLTV 62.5%. Afternoon October 2 UI extract. Liquidity fields conflict in the source interface and require reconciliation.
Inspect exact market ↗4.94% borrow observation
Supply 4.44%; LLTV 86%. Variable observations, not fixed offers. Token, oracle, curator and audit mapping need exact deployment checks.
Inspect exact market ↗No wallet connection or transaction. The PDF gives market IDs, disclosed limitations, wrapper eligibility and audit scope notes.
USDC / Circle / Arc
Circle introduced Arc as an EVM-compatible stablecoin-focused layer one with planned USDC gas and integrated FX. Its October 1 MiCA consultation post is a separate policy update. Neither establishes a live cbLTC market on Arc.
Read Circle’s dated updates ↗Protocol and project desks