LTC's halving is coming next year! All three previous halvings saw a rally beforehand—is it still early enough to get in?
Its price is currently around $57, with a circulating market cap of about $4.5 billion—down more than 85% from its all-time high in 2021. But there's one key date worth watching: LTC is expected to undergo its fourth halving in late July 2027, about nine months from now. Looking back at the three halvings in 2015, 2019, and 2023, LTC saw a notable rally ahead of each one. So the question is: Can you position yourself early this time and wait for next year's halving rally? 1️⃣ What exactly is LTC, and are people still using it? Litecoin was launched in 2011 by Charlie Lee and is one of the earliest cryptocurrencies in the market.
HOOD’s latest earnings: $476 million in quarterly profit—but is crypto really not its most profitable business?
Robinhood (HOOD) reported its financial results for the third quarter of 2026. This earnings report is intriguing: revenue hit a record high, but net income actually fell. Let’s take a look at how much it earned and where the money came from. 1️⃣ Revenue of $1.424 billion, net income of $476 million Key financial results for the third quarter: Total revenue: $1.424 billion, up 12% year over year Operating income: $685 million Net income: $476 million, down 14% year over year Net profit margin: 33.4% Put simply, for every $100 in revenue, HOOD keeps about $33 in profit after all costs, expenses, and taxes.
I've actually been pretty bullish on PEPE all along. I wanted to buy some before Sun did, but all my funds were tied up in other coins, so I never managed to free up any money. Now that it's gone up, I can only sit back and watch for now 😂 That said, even if I had bought back then, I probably would have only put in a few thousand USDT. It would've been nice to make a bit of money, but getting rich off it wouldn't have been that easy 😂
链上老张
·
--
PEPE Is Down 85%, and Nearly All Its Supply Is Circulating: If the Bull Market Returns, Why Might It Have More Upside Potential Than DOGE?
PEPE's current price: about $0.00000403 All-time high: $0.00002803 Down from its peak: About 85.6%. Current circulating market cap: about $1.7 billion 24-hour trading volume: about $164 million. Although it has fallen a lot, PEPE is still a leading MEME coin with a market cap of over a billion dollars and more than $100 million in daily trading volume.
“What technology does it actually have?” Because, to be honest, it doesn't really have a complicated tech story. What’s really worth examining is: Why is the market still willing to value a MEME coin with almost no real business at $1.7 billion after several major crashes?
October 28 Evening Briefing | BTC ETF Inflows Return, USDC Overtakes USDT, 26 U.S. Public Companies Oppose Tokenization
Four key stories tonight. 1️⃣ BTC ETFs see net inflows for two consecutive days—is institutional money coming back? According to the latest data from Farside: On October 26, U.S. spot BTC ETFs saw net inflows of approximately $110 million. On October 27, they saw another net inflow of approximately $176 million. Combined, the two trading days brought in approximately $286 million. On October 27, BlackRock’s IBIT saw inflows of approximately $151.5 million, while Fidelity’s FBTC saw inflows of approximately $24.5 million. This is a relatively positive development. That’s because BTC ETFs saw outflows of approximately $774 million over two consecutive days last Thursday and Friday. Net inflows have now returned, suggesting that at least some institutional investors are still willing to allocate to Bitcoin at around current prices.
October 28 Morning Brief | BTC battles for $80,000, Robinhood crypto revenue plunges 55%, Nasdaq-100 goes on-chain
U.S. stocks were relatively strong last night, but the crypto market remained weak, with BTC continuing to trade around $80,000. Meanwhile, Robinhood reported some very interesting earnings: the company’s overall revenue hit a record high, but revenue from its crypto business fell 55% year over year. Traditional financial institutions continue to bring assets on-chain, and the Nasdaq-100 has also gained a new tokenized fund. Here are 4 stories worth following today. 1️⃣ BTC is still hovering near $80,000. Have ETF inflows recovered? On October 27, Bitcoin briefly fell below $80,000 again before rebounding, but it still hasn’t established a clear direction overall.
October 27 Evening Briefing | BTC battles for $80,000, Strategy pauses Bitcoin purchases, Ripple bank gets approval
The crypto market still hasn’t found a clear direction today, with BTC continuing to fluctuate around $80,000. However, several noteworthy developments have emerged across the industry. Here are four things to watch tonight. 1️⃣ BTC continues to battle for $80,000. Will the Fed meeting change the market trend? On October 27, Bitcoin briefly fell to around $79,500 intraday before continuing to fluctuate around $80,000. The market has been notably cautious lately. On the one hand, Bitcoin ETFs saw significant outflows over the previous few trading sessions. On the other hand, the Fed is holding its policy meeting on October 27–28, and the market is waiting for the latest policy signals.
Why are ordinary people working harder and harder, yet becoming less and less willing to consume?
Why are ordinary people working harder and harder, yet becoming less and less willing to consume? As children, we fear falling behind in school; as adults, we fear not being able to find a job; in middle age, we fear unemployment and missing mortgage payments; and in old age, we worry that our pension won’t be enough and that medical care will cost too much. Many ordinary people seem to spend their whole lives working hard, yet rarely truly relax. Behind this, there is actually an economic issue worth paying attention to. 1️⃣ Why do people work so hard, yet still dare not spend money? According to data from the National Bureau of Statistics, in the first three quarters of 2026, per capita disposable income of nationwide residents increased by 5.3% year on year in nominal terms, while per capita consumption expenditure increased by 3.6%.
CZ Appears at Nasdaq! BNC Rings the Opening Bell as BNB Treasury Company Enters a New Phase
On October 26, BNB treasury company BNB Standard Corporation (Nasdaq ticker: BNC) officially held an opening bell ceremony at the Nasdaq in New York. Binance founder CZ also attended the event. This wasn’t BNC’s first listing; the ceremony celebrated the company’s official name change and the appointment of its new CEO. Notably, BNC has significantly accelerated its recent activity. From management changes and a brand refresh to plans to operate a BNB Chain validator node, the company is gradually clarifying its future direction. 1️⃣ CZ Appears at Nasdaq—What Signal Is He Sending?
DYDX Is Down 98%, with 75% of Revenue Going to Buybacks—Why Is Its Market Cap Down to Just $90 Million?
Once a leading decentralized derivatives exchange, dYdX is now in an awkward position. DYDX has fallen from a 2024 high of about $4.52 to around $0.105 today, a drop of nearly 98%. Its circulating market cap is now only about $90 million, with a fully diluted valuation of around $100 million. But it hasn’t stopped operating. It still has trading volume and fee revenue, and 75% of its net protocol revenue is used to buy back DYDX. More notably, in July 2026, the original development team partnered with Robinhood to launch a new decentralized exchange called Arcus. The old project is still running, while the development team has launched a new product.
Anthropic Is Getting Ready to Go Public! What Exactly Does the Company Do, and How Can It Be Worth So Much?
On October 26, U.S. artificial intelligence company Anthropic officially filed an application to go public with the U.S. Securities and Exchange Commission (SEC). It plans to list on Nasdaq under the ticker symbol ANT. Anthropic may still be unfamiliar to many people, but it has a very well-known competitor: OpenAI, the company behind ChatGPT. More notably, when Anthropic raised funding in May this year, its valuation had already reached $965 billion, while recent market discussions have put its potential IPO valuation at as much as around $1.5 trillion. How can an AI company founded just five years ago command such a high valuation?
Morning Brief, October 27: BTC Hovers Around $80,000, Bitmine Makes a Major Stock Buyback, and the Fed’s Rate Decision Is Near
U.S. stocks rebounded somewhat last night, but BTC continued to trade around $80,000, and market sentiment showed no clear improvement. Here are four noteworthy stories today, covering both short-term market movements and developments that could shape the crypto industry over the long term. 1️⃣ BTC is still hovering around $80,000. What exactly is the market worried about? On October 26, Bitcoin briefly fell to around $79,400 before repeatedly testing the $80,000 mark. Over the past week, BTC rose to around $84,800, but later gave back those gains. The main pressure is coming from macro markets. On the one hand, investors are concerned that AI-related stocks are overvalued, leading to a decline in risk appetite.
Evening Report, October 26 | BTC falls below $80,000, ETF outflows, and the Fed is set to decide on interest rates again this week
The crypto market was generally weak today, with Bitcoin falling below $80,000 intraday again. But this time, the market is concerned not only about issues within crypto, but also about Fed policy, a pullback in U.S. tech stocks, and shifts in institutional flows. Keep an eye on four key things tonight. 1️⃣ BTC falls below $80,000 again. Why has the market suddenly weakened? On October 26, Bitcoin briefly fell below $79,300 intraday before rebounding somewhat and fluctuating repeatedly around $80,000. Major tokens such as ETH, SOL, and XRP also came under broad pressure. There was no particularly clear, single negative catalyst behind this decline.
ChangXin turns down Apple's memory order—a possible sign of a major shift in the global memory industry
On October 25, technology news outlet Wccftech reported that Chinese memory maker ChangXin Memory Technologies (CXMT) recently not only rejected Apple's procurement offer, but also declined a DDR5 memory order from an overseas server manufacturer. That's an interesting story. In the past, many Chinese manufacturers looking to join Apple's supply chain were often willing to cut prices to win orders. But this time, ChangXin doesn't seem willing to do that. Why? Because the situation may have changed: it's not that there are no customers, but that capacity is limited and orders have to be prioritized. However, it's worth noting that this is still a media report, not an official confirmation from ChangXin that it turned down the orders.
GMX Is Down 90%, with a Market Cap of Under $100 Million. Does This Veteran Exchange Still Have a Chance?
GMX was once a flagship decentralized perpetuals exchange, and its token price peaked at over $90 in 2023. Today, its price is only around $8, with a circulating market cap of about $88 million—down more than 90% from its all-time high. But it hasn’t stopped operating. It still has real trading volume and fee revenue, and it has spent more than $20 million on token buybacks over the years. This makes it worth looking into. Why has the token price fallen so dramatically for a project with real business activity, revenue, and a buyback mechanism? I went back through GMX’s official documentation, governance forums, and DeFiLlama data. Here are some of my thoughts.
The market is about to get lively again this week. 😂 I took a look at the upcoming U.S. economic calendar: the Fed’s rate decision, GDP, PCE, nonfarm payrolls, CPI—one after another. These data releases will all affect market expectations for future rate hikes and cuts, and BTC and U.S. stocks may move in response. This week’s Fed meeting is especially important. Besides seeing whether rates change, we’ll want to hear what Powell has to say. The market has already been choppy lately, and things probably won’t be much calmer in the days ahead. Keep an eye on the macro data, and try not to make impulsive trades. 😄 Please refer to the latest official schedule for exact release times. #BTC #ETH
Morning Briefing: October 26 | BTC holds above $80,000 again; key events to watch this week
Good morning. Today is Monday, October 26. A new week is starting, and BTC is still hovering around $80,000. This week brings a Fed meeting, U.S. economic data, and earnings reports from several tech giants. I think the market’s direction from here may depend on more than just the crypto world. 1️⃣ BTC is still hovering around $80,000, and the market seems uncertain Last week, BTC fell steadily from around $84,000, and at one point over the weekend it dipped below $80,000. This morning, it was trading sideways around $80,000 again. This suggests bulls and bears are still divided for now. Some think it’s fallen quite a bit and that it may be a good time to start buying gradually.
GMX is gearing up for a new buyback, but stakers will have to wait 180 days to exit. That’s kind of interesting!
Starting October 28, the official plan is to use the protocol revenue from its Solana operations, after deducting GT buybacks, to buy back GMX. Meanwhile, GMX and esGMX stakers on Arbitrum and Avalanche may have to wait 180 days to exit in the future. One is a buyback, and the other is a six-month lockup. Taken together, these two changes are kind of interesting. 1️⃣ Why buy back GMX? It’s actually pretty easy to understand. Suppose you own a successful company that makes a profit every year. You decide to use part of that profit to buy back your own shares on the market.
After AERO’s Merger and Upgrade, What Has Changed in Its Business and Tokenomics?
The project has just completed a major upgrade. On October 21, U.S. time, Aerodrome and Velodrome officially merged and launched the new Aero. Previously focused mainly on the Base and Optimism ecosystems, it has now expanded to seven blockchains. According to official data, as of October 25, the protocols had generated approximately $581 million in cumulative exchange revenue over their history, with total trading volume exceeding $490 billion. This is no longer a project with just a concept and no real business. But after looking into it more deeply, I found a question worth considering: AERO does generate revenue and has a buyback mechanism, but its token supply is still continuously expanding.
October 25 Morning Briefing: BTC Is Back at $80,000, BlackRock Is Still Buying, and a Big Event Is Coming Next Week!
Good morning! Today is Sunday, October 25. The market has been pretty frustrating lately, and BTC is back near $80,000. Still, I saw a few sets of data over the weekend that I think are worth discussing. 1️⃣ BTC is testing the $80,000 level again. What’s going on in the market? On October 24, BTC closed at around $80,200 after briefly falling below $80,000 intraday. Just a few days ago, it was trading near $84,000. Now it’s fallen back again. Coinbase’s latest institutional research also specifically highlighted the $80,000–$82,000 range as a price zone worth watching in the near term. But a support level isn’t a safety net—there’s no guarantee the price will rebound when it hits one.
Big things are happening for XRP next week! Wall Street’s financial giants are gathering in New York—what surprises are in store?
XRP has a major event coming up next week! Wall Street financial institutions are showing up—what news will come out of it? Ripple will host the Swell 2026 conference in New York from October 27 to 29. The lineup is pretty impressive this year. In addition to Ripple executives, representatives from financial institutions such as BNY, Robinhood, Coinbase, and Barclays will also attend. According to the official announcement, more than 1,500 attendees and over 100 speakers are expected. The main topics will include stablecoins, RWAs, cross-border payments, and how traditional finance can use blockchain. I think there are a few things worth keeping an eye on.