These 10 numbers for this week (9/28–10/3), as of Saturday morning in Beijing:
1. BTC: It opened at 84,472 on Monday, hit a high of 87,220 after the jobs report, and is now around 84,400—basically a whole round trip for nothing.
2. In September, only 29,000 jobs were added; the unemployment rate was 4.2%. The 10-year U.S. Treasury yield fell from the 2024 peak of 5.34% back to around 5.18%.
3. QNT has retraced about 40% from 373 on 9/27, still roughly 3.7x the level at the start of September.
4. Spot BTC ETFs: 9/30 saw a net outflow of $149 million, while 10/1 saw a net inflow of $103 million.
5. USD stablecoins: net increase of $5.3 billion over 30 days; total supply at $313.2 billion. Stripe’s OUSD launched and reached $670 million in just two days.
6. Tokenized U.S. stocks/ETFs total size is $3.7 billion, with BNB Chain accounting for $1.1 billion (30%).
7. An SEC proposal would allow investment advisers and funds to directly custody crypto assets; the public comment period is 60 days.
8. NEAR Intents was hacked for about $3.8 million, with a commitment to fully reimburse losses.
9. Anthropic’s IPO window could be as early as mid-November, with a valuation up to about $200 billion.
10. Next Thursday, Evernorth is set to list about 473 million XRP on Nasdaq.
Which number next week is most likely to change?
1. BTC: It opened at 84,472 on Monday, hit a high of 87,220 after the jobs report, and is now around 84,400—basically a whole round trip for nothing.
2. In September, only 29,000 jobs were added; the unemployment rate was 4.2%. The 10-year U.S. Treasury yield fell from the 2024 peak of 5.34% back to around 5.18%.
3. QNT has retraced about 40% from 373 on 9/27, still roughly 3.7x the level at the start of September.
4. Spot BTC ETFs: 9/30 saw a net outflow of $149 million, while 10/1 saw a net inflow of $103 million.
5. USD stablecoins: net increase of $5.3 billion over 30 days; total supply at $313.2 billion. Stripe’s OUSD launched and reached $670 million in just two days.
6. Tokenized U.S. stocks/ETFs total size is $3.7 billion, with BNB Chain accounting for $1.1 billion (30%).
7. An SEC proposal would allow investment advisers and funds to directly custody crypto assets; the public comment period is 60 days.
8. NEAR Intents was hacked for about $3.8 million, with a commitment to fully reimburse losses.
9. Anthropic’s IPO window could be as early as mid-November, with a valuation up to about $200 billion.
10. Next Thursday, Evernorth is set to list about 473 million XRP on Nasdaq.
Which number next week is most likely to change?