【Midday Deep Dive | Geopolitics and Data Drive Double Pressure, the Encrypted Market Is Now Splitting】
Macro: In the U.S., September non-farm payrolls rose by only 29,000, far below expectations; the unemployment rate climbed to 4.2%. However, Fed Governor Logan turned hawkish, saying "at least another 50 bps hike." Meanwhile, the Strait of Hormuz saw another oil tanker attack (AI score 82/A, long signal). The G7 announced it will release 100 million barrels of oil within four months, intensifying the battle between safe-haven demand and liquidity.
More notable are the structural changes:
① $BLAST was officially shut down because operating costs exceeded revenue (78 points/A, short signal). At the same time, $SOL Q3 on-chain transaction volume hit a record 14.2 billion, up 45% quarter-on-quarter—public chain competition is entering a "profitability" elimination round;
② Korea’s FSC moved the central securities depository system KSD onto $AVAX , and RWA gained national-level endorsement again;
③ Coinbase, together with Citi, is pushing institutional stablecoin penetration into the banking system.
Geopolitical black swans combined with expectations of tighter liquidity—real cash flows and defensive assets may hold up better.
NFA | DYOR
#比特币 #加密货币 #Solana #RWA #Binance Square
Macro: In the U.S., September non-farm payrolls rose by only 29,000, far below expectations; the unemployment rate climbed to 4.2%. However, Fed Governor Logan turned hawkish, saying "at least another 50 bps hike." Meanwhile, the Strait of Hormuz saw another oil tanker attack (AI score 82/A, long signal). The G7 announced it will release 100 million barrels of oil within four months, intensifying the battle between safe-haven demand and liquidity.
More notable are the structural changes:
① $BLAST was officially shut down because operating costs exceeded revenue (78 points/A, short signal). At the same time, $SOL Q3 on-chain transaction volume hit a record 14.2 billion, up 45% quarter-on-quarter—public chain competition is entering a "profitability" elimination round;
② Korea’s FSC moved the central securities depository system KSD onto $AVAX , and RWA gained national-level endorsement again;
③ Coinbase, together with Citi, is pushing institutional stablecoin penetration into the banking system.
Geopolitical black swans combined with expectations of tighter liquidity—real cash flows and defensive assets may hold up better.
NFA | DYOR
#比特币 #加密货币 #Solana #RWA #Binance Square