1. Large amount of tokens unlocked this week
In the next 7 days, the single large amount unlocking (unlocking amount greater than 5 million US dollars) includes APT OP TAIKO XAI ADA, etc., and the linear large amount unlocking (single-day unlocking amount greater than 1 million US dollars) in the next 7 days includes SOL WLD TAO AVAX SEI NEAR DOT DOGE SUI FIL BEAM, etc. The total unlocking value exceeds 451 million US dollars.
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2. NYDIG: Bitcoin is still the best performing asset so far this year, up 49.2%
Even after a “seasonally weak” third quarter, Bitcoin remains the best performing asset so far this year, with a gain of 49.2%. Bitcoin’s rolling 90-day correlation with U.S. stocks continued to rise in the third quarter, ending the quarter at 0.46. The upcoming U.S. election on November 5 will have a significant impact on market performance in the fourth quarter, with the market set to see even greater gains if Trump wins.
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3.QCP: Bullish sentiment in the fourth quarter strengthens, pay attention to the US CPI data this week
QCP Capital Analysis points out that despite the poor performance in early October, BTC has recovered to the level of last Monday. With the support of Uptober sentiment and strong non-farm data, Bitcoin has found support at the 60k position. The upcoming HBO Bitcoin documentary also brings more attention to the crypto market. The options market remains bullish, and investors continue to buy the December 75k/95k option combination. Pay attention to the US CPI data this week, which may affect the market's expectations for the Fed's rate cut.
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4. UBS: China's stimulus measures may be announced after the National Day holiday or around the release of the third quarter economic data on the 18th of this month
Wang Tao, chief China economist at UBS, pointed out in the report that the market expects China to launch fiscal stimulus measures. In the short term, it may be more reasonable to implement a more moderate package of 1.5 trillion to 2 trillion yuan, so that this year's economic growth is close to the target of about 5%, and it is expected that there will still be 2 trillion to 3 trillion yuan of fiscal expansion next year on the basis of the previous baseline forecast. This year's stimulus measures may be announced after the National Day holiday or around the release of the third quarter economic data on the 18th of this month, and next year's measures may be decided around the Central Economic Work Conference in December.
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5.vitalik.eth sold 10 billion MOODENG today and donated it to charity
Currently, vitalik.eth still holds 40 billion MOODENG through passive reception, worth about $4.32 million. Vitalik said that any donated tokens he received would also be donated to charity, and mentioned that the 10 billion MOODENG tokens received today will be used to support technology to combat airborne diseases. At the same time, he encouraged the memecoin community to directly participate in charity decision-making by creating a DAO, and hoped that memecoin could bring more positive impact to the world.
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6. Hong Kong Securities and Futures Commission CEO: 11 virtual asset trading platforms have applied for licenses and are expected to be licensed in batches before the end of the year
In the latest interview, the Chief Executive Officer of the Hong Kong Securities and Futures Commission, Leung Fung-yee, said that in order to lead the transformation of the financial market, the regulatory system for virtual asset trading platforms will be promoted, the tokenization of traditional products will be supported, and the basic technologies of blockchain and Web3 will be used. The relevant framework is planned to be completed next year. Leung Fung-yee mentioned that 11 platforms have applied for licenses and are currently undergoing the first phase of review. It is expected that there will be new progress before the end of the year, including the possibility of batch licensing. In addition, in terms of cryptocurrency over-the-counter (OTC) services, Leung Fung-yee pointed out that the Hong Kong Securities and Futures Commission has formulated a new licensing system for cryptocurrency over-the-counter trading services and cryptocurrency custody services to solicit industry opinions.
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7. Wu said this week's macroeconomic indicators and analysis: US CPI, Federal Reserve meeting minutes
summary
Last week, the US non-farm data for September far exceeded expectations, boosting confidence in a "soft landing" for the economy, so the market has correspondingly lowered expectations for the extent of interest rate cuts this year; this week's focus will be on the US September CPI and the minutes of the Federal Reserve meeting.
Last week review
The U.S. ADP announced 143,000 new jobs in September, compared with expectations of 120,000. The previous value was revised from 99,000 to 103,000.
The US unemployment rate in September was 4.1%, which was expected to be 4.2% and the previous value was 4.2%. The US non-farm payrolls in September were 254,000, which was expected to be 140,000.
The number of initial jobless claims in the United States for the week ending September 28 was 225,000, in line with expectations of 220,000 and the previous value revised to 219,000.
China's official manufacturing PMI rose to 49.8 in September, below the boom-bust line for five consecutive months.
China's Caixin Manufacturing PMI fell to 49.3 in September, the lowest since August 2023.
Federal Reserve Chairman Powell delivered a speech to the National Association for Business Economics: The committee is not in a hurry to cut interest rates quickly.
Summary of opinions from the Bank of Japan's September meeting: Members discussed the need for a cautious approach to rate hikes.
This week's key events & indicators
October 08
2025 FOMC voting member, St. Louis Fed President Moussallem speaks on economic outlook and monetary policy (06:30)
The Reserve Bank of Australia releases the minutes of its September monetary policy meeting (08:30)
October 09
2024 FOMC voting member and Atlanta Fed President Bostic speaks on the economic outlook (00:45)
New Zealand Reserve Bank rate decision on October 9 (09:00)
2026 FOMC voting member, Dallas Fed President Logan speaks on the current economic situation (21:15)
October 10
The Federal Reserve releases the minutes of its monetary policy meeting (02:00)
U.S. September unadjusted CPI annual rate (20:30)
Number of initial jobless claims in the United States for the week ending October 5 (10,000 people) (20:30)
October 11
US PPI annual rate in September (20:30)