$QUICK $ETH $SOL
MSCI’s new rules have dealt MSTR a major black-swan blow! Passive funds could face $2.8 billion in selling pressure, weighing on the stock from now through the end of November. No wonder it plunged nearly 10% intraday.
The macro picture is also extremely challenging. September CPI and PPI both came in above expectations, and oil prices have topped $100 again, keeping inflation worries alive. Although expectations for a Fed rate hike in October have eased, long-term yields remain elevated, and investors simply don’t dare pile in. That’s why BTC keeps hovering around the $80,000 mark.
Looking at fund flows, ETFs have managed to stem the bleeding slightly, but ETH, SOL, and XRP are still seeing outflows. The only bright spot is that mid-sized addresses holding 10–10,000 BTC are quietly accumulating, and their number has hit a new all-time high! BTC dominance has climbed to nearly 59%—a classic setup of Bitcoin sucking liquidity out of the market while altcoins consolidate and build momentum.
Traditional banking giants like Deutsche Bank and Standard Chartered are still accelerating their moves into custody and trading. The underlying value hasn’t changed. The broader market is being held down in the short term by macro factors and new index rules, but whales are already quietly preparing for the next wave. Are you clearing out your holdings to play it safe, or following the dip buyers?
#美国PPI同比升至6.3%
#Celestia推出AI智能体测试链Eden
MSCI’s new rules have dealt MSTR a major black-swan blow! Passive funds could face $2.8 billion in selling pressure, weighing on the stock from now through the end of November. No wonder it plunged nearly 10% intraday.
The macro picture is also extremely challenging. September CPI and PPI both came in above expectations, and oil prices have topped $100 again, keeping inflation worries alive. Although expectations for a Fed rate hike in October have eased, long-term yields remain elevated, and investors simply don’t dare pile in. That’s why BTC keeps hovering around the $80,000 mark.
Looking at fund flows, ETFs have managed to stem the bleeding slightly, but ETH, SOL, and XRP are still seeing outflows. The only bright spot is that mid-sized addresses holding 10–10,000 BTC are quietly accumulating, and their number has hit a new all-time high! BTC dominance has climbed to nearly 59%—a classic setup of Bitcoin sucking liquidity out of the market while altcoins consolidate and build momentum.
Traditional banking giants like Deutsche Bank and Standard Chartered are still accelerating their moves into custody and trading. The underlying value hasn’t changed. The broader market is being held down in the short term by macro factors and new index rules, but whales are already quietly preparing for the next wave. Are you clearing out your holdings to play it safe, or following the dip buyers?
#美国PPI同比升至6.3%
#Celestia推出AI智能体测试链Eden
