On-chain monitoring: 0x2cff…d2a0 opened a $522,000 long position on Hyperliquid, $HYPE , at a price of 78.8395. This is a bullish move. Share your thoughts in the comments.
Just chatting—don’t take this as investment advice.
Today’s central theme is a contradiction: prices are falling, but money is flowing back in.
Today’s headlines
1. $BTC fell below $80,000. Reports attributed the drop to a combination of AI stock sell-offs and ETF outflows. FOMC and tech earnings are also on the calendar this week, and analysts put the next support level at $75,000.
2. U.S. spot Bitcoin ETFs saw net inflows of $301 million last week, ending two consecutive weeks of net outflows. But the flow was uneven: inflows were strong during the first three days of the week, then shifted to large redemptions, leaving the week barely in positive territory.
3. Strategy neither bought nor sold Bitcoin last week. Instead, it repurchased $205 million worth of STRC preferred shares, and its U.S. dollar cash balance fell 46% to $242.4 million. Its holdings account for about 4% of the total supply cap, with unrealized gains of roughly $3.9 billion.
4. India’s CoinDCX confirmed that 15.99 million USDT was transferred out of a retired wallet. Just days earlier, the CEO had called it “a false alarm.” The two incidents have resulted in combined losses of nearly $60 million, with the company covering the latest loss itself.
5. Hardware wallet maker Keystone disclosed an upgrade to its breach notice: in addition to customer information, the keys used to verify device authenticity were also stolen, meaning counterfeit devices may be able to pass official verification.
6. Electrum patched a critical vulnerability. The confirmed attack method involves a malicious server replacing a pending transaction and tricking users into sending Bitcoin to an attacker’s address.
7. Ripple received final OCC approval to establish a national trust bank. RLUSD reserves and custody will fall under federal oversight, while the issuer remains in New York State—creating a dual-track structure in which issuance is overseen by the state and reserves by the federal government.
8. Aviva Investors put tokenized shares of its £29 billion money market fund on the $XRP Ledger. This is its second tokenized share fund.
9. BlackRock, SBI, and Startale signed a memorandum of understanding to explore connecting tokenized money market funds with SBI’s yen stablecoin, JPYSC.
10. Canada launched a 60-day consultation on stablecoins. The proposals require 1:1 reserves, support for rapid redemptions, a redemption fee cap of 1%, and a continued ban on interest payments.
Levels to watch
$80,000. A daily close above $80,000 and a return to positive daily net ETF inflows would count as confirmation. If the daily close remains below $80,000 and ETFs see net outflows for two consecutive days, the $75,000 support level will likely be tested.
What do you think: will ETF money turn around first, or will prices bottom first? Drop a number in the comments, or simply share your view.
On October 26, Binance founder CZ said at BNB Standard Corporation (BNC)’s Nasdaq bell-ringing ceremony that BNB has evolved from a simple token launched in 2017 into an ecosystem with its own blockchain. BNB Chain serves around 30 million users each month and more than 3 million users daily, making it one of the world’s most active blockchains and one of the blockchains with the highest liquidity for real-world assets (RWA).
Major coins: $BTC 79,811.28 (-0.19%)|$ETH 2314.57 (+0.024%)|BNB 738.7 (-0.25%)|SOL 100.15 (-0.58%) Trading sideways, with bulls and bears both waiting for a signal. Fund flows: Fear & Greed Index: 48 (Neutral), down 2 from yesterday Over the past 4 hours, liquidations across the market totaled $6.91 million, with longs accounting for 58.1%. What people are talking about on the Plaza: #韩国考虑对加密交易所征教育税 #OCC敦促社区银行进军稳定币支付 Top movers: Top gainers: Q +274.63%, AIN +124%, BULLA +74% Top losers: BTW -21.52%, MAGMA -19.33%, IRYS -17.82% News: 1. U.S. spot Bitcoin ETFs saw net inflows of $110 million yesterday, while Ethereum ETFs saw net outflows of $88.6 million
Whale activity: $BTC 0x5e07…9fea|Hyperliquid|Closed long position: $5.66 million Price 80180.18|24h +0.36% Whales can be wrong too. Think carefully before blindly following them. Sharing updates as they come—feedback welcome.
Osmosis: OSMO inflation issuance has ended. From now on, staking rewards will come from protocol revenue. I’ll jot down this kind of news in my little notebook and look back through it every so often. It’s quite rewarding. $OSMO
Data is for reference only; don’t take it all at face value.
$JCT surged 15.84% in 15 minutes, with 24-hour trading volume of $483 million. Major players generally don’t chase the first move; they prefer to accumulate gradually during pullbacks, while retail traders often rush in first. My approach to this kind of rally is: don’t chase the first move. Wait for a pullback to stabilize before considering an entry.
First, a look at the market: $BTC 79,642.01 (-1.59%)|$ETH 2308.61 (-2.35%)|BNB 736.96 (-1.03%)|SOL 100.5 (-1.87%) Under some pressure, but not enough to signal a trend reversal. A few updates for today: 1. B2 will unlock about $1.37 million worth of tokens on October 29, equal to 7.64% of the circulating supply 2. Franklin Templeton files registration statements to list shares of two Bitcoin index ETFs 3. The Bank of Japan is expected to hold steady this week, while more than 80% of analysts expect a rate hike in December Sentiment and flows: Fear and Greed Index: 50 (neutral), down 4 from yesterday BTC whale long/short ratio: 1.58, with longs accounting for 61.3%
First, a few figures: LayerZero V2 ($ZRO ) saw its TVL rise by a net $4.854 billion over 7 days, a change of +40.32%. By comparison, the token was down 4.77% over the same period—the two trends don’t fully align. Its TVL currently stands at $16.891 billion, ranking 3rd among all DeFi protocols. $ZRO is currently priced at 1.713.
Put simply: a new $ICNT 24-hour low. The current price is 0.1781, and the previous low was 0.1793. Whenever it hits a new low, someone in the comments always says, “That’s the final dip,” and then the market politely dips another level. With less leverage, it’s easier to stay calm through the volatility.
I'm more interested in what big-wallet holders are doing; actions speak louder than words. Latest news: the on-chain market cap of tokenized stocks issued by xStocks has reached $1 billion, up 802.5% over the past year. I'll wait for the official announcement of next steps. Clear milestones will make it easier to assess. $ETH
12:30 $T 4-hour MACD golden cross (momentum turning bullish). A golden cross above the zero line; after the pullback, the bulls have regained the upper hand. +33.91% within 24h. Anyone who knows their stuff care to discuss?
I took a look around the market this morning, and JCT rose the most
First, a look at the market: $BTC 80,951.55 (-0.023%)|$ETH 2366.48 (-0.8%)|BNB 745.26 (+0.69%)|SOL 102.51 (-0.22%) Not much volatility; patience matters more than trading. People are talking about: #英国算法加密交易应用或需FCA授权 #韩国拟将稳定币纳入外汇法监管 As for fund flows: Fear & Greed Index: 54 (neutral), up 3 from yesterday BTC whale long/short position ratio: 1.69, with longs accounting for 62.8% A few headlines today: 1. BlockSec: X100 Global may have suffered a governance attack; the attacker exploited a vulnerability to steal approximately $4.75 million 2. XPL tokens worth approximately $16.59 million will be unlocked tomorrow (October 26), accounting for 5.02% of the circulating supply
$TREE 4-hour MACD forms a death cross above the zero line. Term explained: What exactly does MACD calculate? The zero line is the line where DIF equals 0, meaning the 12-period EMA and 26-period EMA overlap. When DIF is above the zero line, the short-term moving average is above the long-term moving average. MACD is better suited to identifying direction in a one-way trend, and is not particularly good at pinpointing specific highs and lows. Understanding an indicator helps you avoid being misled by a single number; it is not something to use to predict price movements.
This may not be entirely accurate, so make your own judgment.
$BIRB hours holding: +6.11%, while the price fell 5.68%. Getting the direction right isn’t hard; the hard part is holding on through the swings with leverage. Are you the type to chase, or to wait?
Data is for reference only; don’t take it as gospel.