🌙 Midnight Retrospective | Three overnight developments worth remembering1️⃣ Blast officially announced the shutdown of its L2 network: operating costs have exceeded revenue, and the economic model can’t remain sustainable. Users need to bring assets back to the Ethereum mainnet before October 26; withdrawal delays have been reduced to 24 hours. The long-sung “points airdrop” myth comes to an end—reminding us that high-yield incentives ≠ sustainable outcomes.2️⃣ Geopolitical risk is heating up: the Trump administration has been reported to be planning a new round of strikes on Iran. Oil prices have climbed above $105. This month, nine tankers have been attacked in the Strait of Hormuz (equivalent to half of all tanker incidents in September). Freight rates for supertankers have surged by more than 8x. Risk-aversion sentiment is spilling over—$BTC is under short-term pressure—but historically, the later stages of geopolitical conflicts often become catalysts for risk assets.3️⃣ Positives are also coming through: Samsung announced a collaboration with $SOL . Starting in late October, 82 million U.S. Galaxy devices will support USDC for cross-border payments—an iconic step showing Web3 payments crossing the chasm.Key takeaways from the retrospective: L2 reshuffling is accelerating, macro volatility is amplifying, and big players keep entering. In a bear market, protect your principal—position management matters more than making directional calls. NFA | DYOR#比特币 #加密货币 #Blast #Solana #blockchain