đ Night Review | Uptober Day 2: A Day of Interweaving Longs and Shorts
đ˘ Long-side Ammunition:
⢠$BTC spot ETF saw a net inflow of $134 million on Sunday. Uptober started in the green; Septemberâs cumulative inflows reached $2.65 billion, the second-largest month since October 2025
⢠JPMorgan estimates BTC production cost at around $85,000. After the price stabilizes, the risk of miners being forced to sell drops significantly
⢠SOL spot ETF recorded a weekly inflow of $188 million, setting a new record. Q3 application revenue was $365 million, leading for ten straight quarters
⢠LINK CCIP 2.0 went live, with more than $15 billion in assets migrating; ONDO signed multiple consecutive deals within a week with Kakaopay, Citibank, and other tokenization ordersâRWA continues to expand rapidly
đ´ Risk Radar:
⢠Iran refuses to reopen the Strait of Hormuz, and oil tankers were attackedâgeopolitical risk premium heats up again
⢠EU regulators are investigating Binanceâs MiCA compliance issues, putting short-term sentiment pressure on BNB
⢠Suspicious capital operations appeared on the Base chain (about $6 million wstETH). Stay away from unfamiliar contracts
đ Night Summary: Geopolitical hedging sentiment and institutionsâ real money offset each otherâthe marketâs resilience is stronger than youâd expect. Donât burn the midnight oil staring at the chart; position management is always more important than directional prediction.
NFA | DYOR
#Bitcoin #Uptober #ĺ ĺŻč´§ĺ¸ #RWA #Web3
đ˘ Long-side Ammunition:
⢠$BTC spot ETF saw a net inflow of $134 million on Sunday. Uptober started in the green; Septemberâs cumulative inflows reached $2.65 billion, the second-largest month since October 2025
⢠JPMorgan estimates BTC production cost at around $85,000. After the price stabilizes, the risk of miners being forced to sell drops significantly
⢠SOL spot ETF recorded a weekly inflow of $188 million, setting a new record. Q3 application revenue was $365 million, leading for ten straight quarters
⢠LINK CCIP 2.0 went live, with more than $15 billion in assets migrating; ONDO signed multiple consecutive deals within a week with Kakaopay, Citibank, and other tokenization ordersâRWA continues to expand rapidly
đ´ Risk Radar:
⢠Iran refuses to reopen the Strait of Hormuz, and oil tankers were attackedâgeopolitical risk premium heats up again
⢠EU regulators are investigating Binanceâs MiCA compliance issues, putting short-term sentiment pressure on BNB
⢠Suspicious capital operations appeared on the Base chain (about $6 million wstETH). Stay away from unfamiliar contracts
đ Night Summary: Geopolitical hedging sentiment and institutionsâ real money offset each otherâthe marketâs resilience is stronger than youâd expect. Donât burn the midnight oil staring at the chart; position management is always more important than directional prediction.
NFA | DYOR
#Bitcoin #Uptober #ĺ ĺŻč´§ĺ¸ #RWA #Web3