🌅 Monday Morning Recap | Uptober Gets Off to a Green Start—What Happened in the Markets Over the Weekend?
📈 Spot ETF $BTC attracted $134 million on its first day of Uptober. In September, total inflows reached $2.65 billion— the second-highest month since October 2025. Geopolitics remains in play: Iran refuses to reopen the Strait of Hormuz. Tankers were attacked, and OPEC+ announced it will keep November production unchanged. Oil supply remains tight (AI score 88, signal: long). Risk aversion and risk-on sentiment coexist.
⛓️ $ETH surged 70% in Q3, marking its best quarter since 2021. $SOL maintained top spot in app revenue for 10 straight quarters—Q3 reached $365 million, and spot ETF inflows of $188 million in one week set a record. On the Tron network, the total stablecoin supply hit $94 billion, with market share breaking 30% for the first time. Chainlink CCIP 2.0 launched, with over $15 billion in assets transferred— the RWA narrative is accelerating.
⚠️ Key risks: EU regulators are investigating Binance over “reverse solicitation” compliance issues, putting BNB under short-term pressure. Ethereum L2 Blast announced it will shut down due to excessively high operating costs. On the Base chain, there were suspicious fund movements totaling around $6 million.
New week ahead—keep an eye on the Middle East situation and ETF fund flows.
NFA | DYOR
#比特币 #Uptober #加密货币 #ETF #RWA
📈 Spot ETF $BTC attracted $134 million on its first day of Uptober. In September, total inflows reached $2.65 billion— the second-highest month since October 2025. Geopolitics remains in play: Iran refuses to reopen the Strait of Hormuz. Tankers were attacked, and OPEC+ announced it will keep November production unchanged. Oil supply remains tight (AI score 88, signal: long). Risk aversion and risk-on sentiment coexist.
⛓️ $ETH surged 70% in Q3, marking its best quarter since 2021. $SOL maintained top spot in app revenue for 10 straight quarters—Q3 reached $365 million, and spot ETF inflows of $188 million in one week set a record. On the Tron network, the total stablecoin supply hit $94 billion, with market share breaking 30% for the first time. Chainlink CCIP 2.0 launched, with over $15 billion in assets transferred— the RWA narrative is accelerating.
⚠️ Key risks: EU regulators are investigating Binance over “reverse solicitation” compliance issues, putting BNB under short-term pressure. Ethereum L2 Blast announced it will shut down due to excessively high operating costs. On the Base chain, there were suspicious fund movements totaling around $6 million.
New week ahead—keep an eye on the Middle East situation and ETF fund flows.
NFA | DYOR
#比特币 #Uptober #加密货币 #ETF #RWA