October 6 Lucky Koi Morning Report:

1. $BTC is surging along with U.S. stocks, holding above 85K. The next target is 90K–100K, and there’s a chance to see it by year-end!

2. $ETH is following big brother up. It may reach 3000 this week.

3. $SOL is rising together with big brother and second brother. The next target is 130~15

4. Bitcoin ETFs saw net inflows of 1,918 BTC, while Ethereum ETFs saw net outflows of 23.5K ETH;

5. Polymarket released Protocol V2 and plans to switch to the new market in November;

6. OpenAI is in talks with an Abu Dhabi fund and BlackRock for a $30 billion funding round;

7. Aptos proposed an encrypted mempool to protect transactions from front-running;

The question is, does anyone actually play Aptos?

8. FinCEN has officially withdrawn its proposed rule on crypto mixing and unhosted wallets;

9. Modern Treasury applied for a U.S. trust bank to custody stablecoins;

10. The ICBA is suing the OCC over its crypto charter program; lobbying groups accuse it of obstructing innovation;

11. Compound is voting on Proposal 612, which plans to extend treasury operation delays to 10 days;

If I remember correctly, didn’t the Compound team already leave after wrapping things up?

12. The CFTC proposed establishing a new federal framework for leveraged retail cryptocurrency trading;

13. Over the past 24 hours, liquidations across the entire network totaled $216 million, with both longs and shorts wiped out;

14. Bitmine bought another $41 million worth of Ethereum, reaching 99% of its "5% gold mine" target;

15. HIP-3 DEX total transaction count has surpassed 250 million;

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The primary market is obviously a bit cold, probably related to Singapore 2049; quite a few big players went to meetings.

Right now, the SOL chain and BSC chain are both small-cap, high-upside plays. Big moves mostly show up at night, and there are still quite a lot of million-dollar moonshots, so keep an eye on these.

The Robinhood chain can barely pump out a few coins in half a day.

The secondary market is continuing to rotate. The AI sector, such as RLC, is rising; the DeFi sector, such as ORCA and PARTI, is also continuing to rise; some individual strong coins are doing well too, like MUBARAK.

Liquidity is coming back quickly.

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