TAO's Supply Unlock Looms as Story and USDtb Cement Institutional and Regulatory Gains

The cryptocurrency market is witnessing a resurgence led by Story (IP), Ethena's USDtb, and Bittensor (TAO), each navigating critical junctures in their price trajectories and regulatory landscapes. Story IP, the blockchain-based intellectual property token, surged past $10.20 resistance, driven by Heritage Distilling's $360 million token buyback program and Grayscale's Story Trust. The token's 5.8% overnight gain has positioned it near its all-time high of $11.75, with technical indicators suggesting a potential rally to $13.33 if it sustains above $10.27.

Ethena's USDtb, meanwhile, has become the first stablecoin with a clear compliance path under the U.S. GENIUS Act. Anchorage Digital Bank, the sole federally regulated crypto bank, now issues USDtb onshore, marking a pivotal shift for decentralized finance (DeFi) toward institutional legitimacy. This move aligns USDtb with U.S. banking standards, offering a Treasury-backed alternative to offshore stablecoins like USDT. Ethena's CEO emphasized that regulatory clarity will drive broader adoption, positioning USDtb as a benchmark for future compliant stablecoins.

Bittensor (TAO) is experiencing a breakout rally, fueled by Barry Silbert's Digital Currency Group (DCG) committing $10 million to its decentralized AI ecosystem through Yuma Asset Management. The token surged 21% on October 10, 2025, following the launch of DCG's flagship subnet funds, which target Bittensor's AI-driven subnets for applications like fraud detection and image recognition. TAO's price has also benefited from its recent Coinbase listing, which triggered a 17% spike in February 2025 and validated its role in the "decentralized AI" narrative.

Technical analysis for Bittensor highlights a bullish breakout above the 200-day EMA at $358, with the MACD and RSI indicators reinforcing upward momentum. However, the token faces a critical test as over $1 billion in TAO supply unlocks in late October, potentially pressuring liquidity. Institutional demand is further underscored by TAO Synergies Inc., a publicly traded company that acquired $10 million of TAO tokens, staking them for yield generation.

The Grayscale Bittensor Trust, launched in June 2024, has accumulated $11.4 million in assets, reflecting growing institutional confidence. Similarly, Grayscale's Story Trust has added $10.8 million in three months, signaling sustained interest in both tokens.

[1] Story IP Price Targets $13.33 After Surging Past Key Resistance (https://coinpedia.org/price-analysis/story-ip-price-targets-13-33-after-surging-past-key-resistance/)

[2] Story Price Prediction 2025: Is IP Set to Explode? - Phemex (https://phemex.com/blogs/story-ip-crypto-price-prediction-2025)

[6] Ethena's USDtb Becomes First Stablecoin With a Clear Path to US Compliance (https://cryptorank.io/news/feed/75873-ethena-usdtb-first-genius-act-compliant-stablecoin-anchorage)

[7] Anchorage takes control of USDtb: New era for GENIUS Act (https://ambcrypto.com/anchorage-takes-control-of-usdtb-new-era-for-genius-act-compliant-stablecoins/)

[8] Ethena and Anchorage Bring USDtb Onshore Under (https://blockonomi.com/ethena-and-anchorage-bring-usdtb-onshore-under-genius-act-compliance/)

[10] Bittensor leads the AI token rally on Barry Silbert's $10 million (https://www.fxstreet.com/cryptocurrencies/news/bittensor-price-forecast-tao-rallies-amid-yuma-asset-management-launch-with-flagship-funds-202510101127)

[11] Why is Bittensor (TAO) Price Rallying 21% Today? - Coinspeaker (https://www.coinspeaker.com/why-is-bittensor-tao-price-rallying-21-today/)

[12] Bittensor (TAO) Soars Post-Coinbase Listing: Decentralized AI (https://markets.financialcontent.com/siliconvalley/article/breakingcrypto-2025-10-13-bittensor-tao-soars-post-coinbase-listing-decentralized-ai-gains-institutional-traction-amidst-major-token-unlock)

[13] Grayscale Bittensor Trust (https://www.grayscale.com/funds/grayscale-bittensor-trust)

[14] TAO Synergies Acquires $10 Million of Bittensor (TAO) to Become (https://ir.taosynergies.com/tao-synergies-acquires-10-million-of-bittensor-tao-to-become-largest-publicly-traded-pure-play-tao-holder-2/)