【Overnight Recap | A Crypto Night Under Triple Pressure】
Over the past 24 hours, markets have swung amid a double squeeze from macroeconomic and geopolitical forces.
📊 Index front: MSCI finalized new rules that will exclude non-operating BTC treasury companies from global indexes. MSTR and Metaplanet risk removal before November 30, with JPMorgan estimating this could trigger $2.8 billion in passive selling pressure.
⚠️ AI credit alert: CoreWeave’s 5-year CDS surged to a record 1,194.5 bps, while its 2031 bonds fell to 82.75 cents. Combined with U.S. CPI rising to a higher-than-expected 3.7% and escalating tensions in the Middle East, risk appetite is under broad pressure.
🥞 But on-chain, there are still bright spots: PancakeSwap’s “The Flip” proposal won strong support from CZ—LP revenue sharing rises to 88%, and $CAKE -day emissions will be cut from 22,500 to 7,000 tokens (-69%), with implementation in November; $INJ surged 27% in 24 hours, fueled by expectations for a 21Shares ETF; and Abraxas Capital staked 30,000 ETH with Lido, as institutions continue quietly building positions.
$BTC : Macro headwinds have not yet cleared. Manage your position size and wait for a clearer direction.
NFA | DYOR
#比特币 #加密货币 #DeFi #行情复盘 #BinanceSquare
Over the past 24 hours, markets have swung amid a double squeeze from macroeconomic and geopolitical forces.
📊 Index front: MSCI finalized new rules that will exclude non-operating BTC treasury companies from global indexes. MSTR and Metaplanet risk removal before November 30, with JPMorgan estimating this could trigger $2.8 billion in passive selling pressure.
⚠️ AI credit alert: CoreWeave’s 5-year CDS surged to a record 1,194.5 bps, while its 2031 bonds fell to 82.75 cents. Combined with U.S. CPI rising to a higher-than-expected 3.7% and escalating tensions in the Middle East, risk appetite is under broad pressure.
🥞 But on-chain, there are still bright spots: PancakeSwap’s “The Flip” proposal won strong support from CZ—LP revenue sharing rises to 88%, and $CAKE -day emissions will be cut from 22,500 to 7,000 tokens (-69%), with implementation in November; $INJ surged 27% in 24 hours, fueled by expectations for a 21Shares ETF; and Abraxas Capital staked 30,000 ETH with Lido, as institutions continue quietly building positions.
$BTC : Macro headwinds have not yet cleared. Manage your position size and wait for a clearer direction.
NFA | DYOR
#比特币 #加密货币 #DeFi #行情复盘 #BinanceSquare