Token2049’s Surge, CAMT Relief, Susquehanna Exec to AVAX Treasury, and DPRK IT Infiltration | October 2, 2025
Description
We break down Token2049’s scale and signals from CME, Bitwise, and Circle (1:16 ); explain why new Treasury/IRS guidance on CAMT removes a costly “phantom tax” for corporate Bitcoin treasuries (3:06 ); and cover developments around Avalanche Treasury Co.’s $671M AVAX-focused vehicle (4:40 ). We close with Okta’s findings on North Korea-linked IT operatives targeting remote roles across finance, healthcare, and beyond (6:06 ).
This is your essential update on the forces shaping what’s next in money.
More on stories and articles discussed or referenced in this episode:
Naón, Camila Grigera. “IRS Is About to Relax Tax Rules for Crypto Giants in the US.” BeInCrypto.com, 1 October 2025, https://beincrypto.com/new-us-tax-rules-explained/.
Weiss, Ben. “Exclusive: Susquehanna Crypto CEO Departs to Lead $671 Million Avalanche Treasury Company.” Fortune, 1 October 2025, https://www.msn.com/en-us/money/savingandinvesting/exclusive-susquehanna-crypto-ceo-departs-to-lead-671-million-avalanche-treasury-company/ar-AA1NGVdl.
Xin, Zhou. “Singapore’s Token2049, World’s Biggest Crypto Event, Draws 25,000 Amid US Policy Shift.” South China Morning Post, 1 October 2025, https://www.scmp.com/tech/blockchain/article/3327492/singapores-token2049-worlds-biggest-crypto-event-draws-250000-amid-us-policy-shift.
Zimmerman, Micah. “US Treasury Softens Crypto Tax Rules, Easing Pressure on Bitcoin Taxes.” Bitcoin Magazine, 1 October 2025, https://bitcoinmagazine.com/business/us-treasury-softens-crypto-tax-rules-easing-pressure-on-bitcoin-taxes.
Zorz, Zeljka. “North Korea’s IT Workers Are Targeting Firms Beyond Tech, Crypto, and the U.S.” Help Net Security, 1 October 2025, https://www.helpnetsecurity.com/2025/10/01/north-korea-it-workers-worldwide/.
The music in this episode was composed by Liborio Conti, and you can find more of his fantastic work at his YouTube page: https://www.youtube.com/liborioconti.
United States
