project:
Grass airdrop enquiry is now open, and the first round of airdrop will start at 21:30 on October 28;
COOK will be launched on Mantle Network and is expected to be listed on October 29;
Payment company Stripe has acquired the Bitcoin platform Bridge for $1.1 billion, marking the largest acquisition in the cryptocurrency field
The meme has set off a speculative frenzy again, and Pump.fun has earned nearly 1 million SOLs;
(a16z on GOAT: How did the AI we funded become a multimillionaire with $50,000?)
(60 million memes were reduced to zero in seconds, and SHAR used 12 hours to conspire to take away 3 million)
(Frax founder: In the AI + meme boom, how do you view the premium attributes of L1 tokens and correctly value them?)
Uniswap Labs launches Unichain bypassing UNI holders, sparking controversy
A quick look at the top ten winning projects of ETHGlobal San Francisco 2024)
UniSat: LP rewards on PizzaSwap will be launched on November 6
Tomarket will hold TGE on October 31
data:
This week, the US Bitcoin spot ETF received a net inflow of $998 million, increasing its holdings of 14,608 Bitcoins. Currently, the total number of Bitcoins held by the 12 Bitcoin spot ETFs in the United States is 970,000, worth $65.091 billion. Since the ETF was listed, it has received a net inflow of $21.93 billion.
This week, the U.S. ETH spot ETF had a net outflow of $24.45 million, reducing its holdings of ETH by 9,891. Currently, the ETH holdings of the nine ETH spot ETFs in the U.S. are 2.765 million, worth $6.82 billion. Since the ETF was listed, the net outflow has been $504 million.
Big names:
New documents reveal that the Trump family received 75% of the revenue from its DeFi project World Liberty Financial platform without taking any responsibility
Musk has donated more than $132 million to support Trump and the Republican Party, and Bill Gates donated $50 million to Harris
Willy Woo: Copycats are an insider’s game, and the current cycle is dominated by memes
Macro:
This week's macro events have no significant impact on the probability of interest rate cut expectations. Trading opportunities are centered around the pricing of the big ETF, ETF liquidity, and hot memes.
Wednesday:
US ADP employment data for October (20:15);
Preliminary value of the annualized quarterly rate of real GDP in the third quarter of the United States (20:30);
Thursday:
The Bank of Japan announces its interest rate decision and outlook report;
US core PCE price index for September (20:30);
Number of initial jobless claims in the United States this week (20:30);
Friday:
U.S. unemployment rate in October (20:30);
US October non-farm payrolls (20:30);
US October ISM Manufacturing PMI (22:00);
Apple releases its financial report.
Geography:
According to Israel Public Broadcasting: After three waves of air strikes, Israel's strike campaign against Iran has ended.
According to the Islamic Republic News Agency (IRNA): The Speaker of the Iranian Parliament said that Iran will definitely respond to Israel's recent provocations.
Iran's Supreme Leader Ayatollah Ali Khamenei: Israeli attack 'should neither be underestimated nor exaggerated' Officials should determine how best to demonstrate Iran's power against Israel.
The two sides seemed to have reached some kind of tacit understanding. The conflict did not escalate significantly, but continued in an orderly manner with punches and kicks coming from both sides.
Regulation:
The U.S. Treasury Department is considering imposing sanctions on Tether; Tether responded that it was old news
What will happen if sanctions are imposed? (Short-term) de-anchoring;
How to hedge risks in advance? Change other trading currencies
Russia tries to use Bitcoin for transactions within BRICS to bypass Western sanctions
Quotes:
This week, the daily price level of the cake fell back twice and the oscillation trend line below was not effectively broken. The first support below is M20 and the second support is 635;
This week is a macro week, and important data will arrive one after another starting from Wednesday. In particular, if the Bank of Japan raises interest rates beyond expectations, the market will be under violent pressure. On the contrary, there is not much to worry about the data. Considering the current strategic needs of the United States for liquidity, the data points to a high probability of a soft landing, and at worst it is neutral.
The market is still volatile, with the range of 655-715. A new high will most likely occur when the King of Understanding takes office next week, and the scenario will most likely be implemented with the interest rate cut.
Copycat:
The big ups and downs can be picked up in an orderly manner;
Especially, the Sui system has gradually entered the chip picking area;
Solala has ideas for breakthroughs, the consolidation is relatively sufficient, and the corresponding ecology also has opportunities.
Meme? Speed is the only way to break it.
If you have research on segmented expectations and have information advantages over smart money investors, you can have on-chain scratch cards.
Heavy positions on the chain? That's a gambler.
Small exchanges can instead take moderate positions;
From the chain to the big exchange? Congratulations! Your dream has become reality.
Unlock:
Approximately 175.59 million TIAs are scheduled to be unlocked on October 30, accounting for 79.91% of the circulating supply.
About 54.88 million ZETA will be unlocked on November 1, accounting for 11.9% of the circulating supply
The above information is for communication only, and you are responsible for your own investment!
