Web3热宝

Declare that other accounts are not me, this account is me, Twitter (web3 hot treasure).

Regular investment in Bitcoin, long-termism, pulling hair to engage in contracts, once entering the crypto world, it's as deep as the sea, from now on, it's hard for gamblers to repent.

Today’s Crypto Brief | October 22

1) $BTC has been on a total roller coaster!!! It almost touched $85K late Wednesday night, then crashed back to around $81.8K today—a $3K swing in a day. CoinGlass shows about $430 million in liquidations over 24 hours, with both bulls and bears getting wrecked, haha. I’m telling you, chasing either direction in this market is asking to get buried~

2) The flows and the price action are completely at odds: U.S. spot BTC ETFs saw net inflows of about $528 million on Wednesday (IBIT + FBTC accounted for over 80%), bringing inflows for the first three days of the week to more than $1 billion. ETH ETFs also broke a five-day outflow streak, turning to net inflows of about $14.9 million. Institutions are still buying the dip, but the market just won’t cooperate!!!

3) Two big regulatory stories are in~ Switzerland’s FINMA approved the first Swiss-law spot BTC ETF aimed at retail investors (BBIT, targeting a SIX listing in November); in the U.S., the OCC dropped the final GENIUS stablecoin rules, requiring identifiable 1:1 reserves and segregated custody, with the rules expected to take effect around January 2027. Now that’s what I call a real green light—not just talk~

4) Altcoins got hit even harder: the CoinDesk DeFi Index dropped about 5%–6% in a day. SOL fell along with the market, even though the Alpenglow mainnet migration is complete; XMR, meanwhile, bucked the trend and rose about 10%—the mood around privacy coins is wild right now, haha.

Overall: money is flowing in, prices are spilling out, and AI sentiment in U.S. equities is weighing on things again. Next up, watch the October 27–28 Fed meeting (most of the market is betting on no change), and whether the $82.5K level holds~ Don’t get carried away with leverage tonight, folks!!!

$BTC $ETH $SOL
#加密快报 #Crypto

Folks, don’t just look at the daily inflows!!!

CoinDesk broke it down: US spot BTC ETFs took in around $1.08 billion over three days this week—that sounds huge, right? But during some of the biggest rallies in the past, average daily net inflows had to top roughly $200 million. Since July, the daily average has only been about $86 million, so we’re still a ways off that pace haha.

I’m saying yesterday’s $500 million inflow was fantastic, but for a steep rally to take off, we need steady, sustained inflows—not just the occasional big spike and that’s it~

Do you think they can keep pulling in $200M+ every day from here, or will inflows fade again?

$BTC

Damn, $BTC almost touched $85K last night, then gave it all back!!!

On Wednesday night, it broke through the $84K ceiling and reached around $84.8K—then plunged back to around $82.6K within six hours. It was hovering around $82.8K in the early Asian session, with the key level sitting at $82.5K～

Tesla fell about 3% after hours after lowering its capex outlook, Lam Research plunged around 7% on a weak outlook, and even Meta’s increased AI spending couldn’t save Nasdaq futures. Told you crypto got dragged down by US stocks’ AI sentiment again, haha.

What do you guys think—can $82.5K hold, or should we just stop chasing for now?

$BTC

Damn, the money flows are roaring back!!!

Farside data: U.S. spot BTC ETFs saw total net inflows of about $525 million on October 21—BlackRock’s IBIT brought in around $235 million, while Fidelity’s FBTC alone pulled in about $213 million. FBTC had been seeing heavy outflows before, but now it’s completely turned things around and is raking in cash, haha.

I’m telling you, institutions are really buying the dip—not just talking～ What do you guys think, can this wave push the market above $85,000?

$BTC

Damn, the U.S. OCC just dropped the final GENIUS stablecoin rules!!!

The official announcement came yesterday: payment stablecoin issuers need identifiable reserves on a 1:1 basis, kept separate from their own assets, and redemptions generally need to be completed within two business days. Separate rules will cover BSA and sanctions—the main framework is rolling out first～ The effective date is January 18, 2027.

Now this is what I call a real green light from regulators, haha—not just lip service. What do you guys think USDT and USDC will do in response?

Holy crap, Switzerland has a spot Bitcoin ETF now too!!!

FINMA has approved the first Swiss-law spot $BTC ETF for retail investors—BBIT from BIT Asset Management. It’s expected to list on SIX in November. This is a Swiss fund, not a UCITS fund, and not an ETN with issuer risk—the coins are held directly~

Most of Europe has had ETPs/ETNs until now. Switzerland giving a spot fund the green light directly this time—I’m telling you, the tide is really turning, haha.

What do you guys think—will European retail investors catch up with the US stock market’s wave?

Crypto Briefing | October 21

1) $BTC is nearing a one-week high!!! The market is hovering just above $83,000. A rebound in Asian tech stocks has brought back some risk appetite—and honestly, things have been pretty limp these past few days, so it’s nice to see a bit of fight today, haha.

2) Musk’s crew is making big moves again: SpaceX and Tesla have each formed special committees to discuss a merger. Together, they hold over 30,000 BTC (worth around $2.5 billion). If this actually happens, it would put a ton of BTC into one super-tech conglomerate. Let’s not get carried away, but the narrative is explosive!!!

3) Stablecoins are quietly taking off: A Coinbase-commissioned report says Q3 transfer volume reached around $891 billion, more than four times the level at the start of 2023. Seven of America’s ten biggest banks are already testing stablecoin or tokenized-deposit settlements. Supply hasn’t grown much, but usage is getting a lot more frequent~

4) Flows still favor BTC: U.S. spot BTC ETFs saw about $23 million in net inflows on Tuesday, cooling off noticeably after Monday’s big haul. ETH ETFs continued to see net outflows of around $26 million, marking five straight days of withdrawals. Institutions are still picking their spots—maybe give ETH a little more time, haha.

Overall: The market is warming up and the narratives are explosive, but don’t get carried away chasing the highs. Tonight, keep an eye on the Solana Alpenglow mainnet cutover (around 21:20), and whether Meta’s earnings after the U.S. market close stir up AI/tech sentiment again~ Stay sharp, folks!!!

$BTC $ETH
#加密快报 #Crypto

Whoa, Hashdex is pulling no punches here!!!

They emailed CoinDesk saying that as of September 30, $BTC this bear market had lasted about 359 days. The previous three bear markets lasted 361, 377, and 411 days, so we’re pretty much nearing the end. Short-term holders now have only about 16% of the supply—that’s the lowest since January 2023~

But here’s the catch: before the Fed meeting next week, Bitcoin needs to hold above $84K to prove it’s got real strength. Right now, it’s still hovering around $83K.

So, is this “almost over” or “still needs one last push”? What do you guys think—do you buy this take, haha?

Holy crap, $ZEC took off today!!!

It’s up about 10%, just because the dev team set the NU7 mainnet activation height—the block time is getting cut from 75 seconds to 25, so payment confirmations will be almost three times faster~

It’s been running on testnet since early October, and now the mainnet launch is finally scheduled. I’m telling you, privacy coins are getting some real upgrades this time, not just a hype-driven pump haha.

Hey guys, are you still keeping an eye on $ZEC ? Or are you just skipping it altogether?

Holy shit, $SOL is getting a new engine today!!!

The Alpenglow mainnet switches over today: it’s expected to enter epoch 1064 at around 9:20 p.m. Beijing time, with TowerBFT actually being replaced roughly ten-plus minutes later (keep an eye on slot 459653000).

The goal is to cut finality from around a dozen seconds to about 150 ms—your wallet will work just the same, but it’ll feel like transactions are confirmed instantly.

Upgrades of this caliber only happen once a year, I reckon. Bros, are you watching the markets tonight, or just tuning in for the spectacle?

Holy crap, Morgan Stanley has really changed this time!!!

For the first time, J.P. Morgan Asset Management included $BTC in its “2027 Long-Term Capital Market Assumptions”—with an expected annualized compound return of about 10% over the next 10 to 15 years, higher than both the broad U.S. stock market (about 7.5%) and gold (about 5.5%).

Of course, they also added a reality check: annualized volatility is around 55%, so it’s not like you’re guaranteed to make 10% every year, haha.

I’m saying, the big banks that used to constantly talk BTC down are now seriously running the numbers on it. That’s the real shift in sentiment～Do you guys buy this long-term narrative?

Today's Crypto Brief | October 20

1) BTC is back near $81,000 again!!! Asian chip stocks are getting hammered, oil prices are high, and risk sentiment is a mess—even though spot ETFs were pulling in serious money just yesterday, the market just isn't buying it, haha. Bros, don't panic over this kind of divergence yet; sentiment is even uglier than prices.

2) Flows are really diverging: on Monday, U.S. spot BTC ETFs saw combined net inflows of about $527 million, with BlackRock's IBIT alone bringing in around $665 million; ETH ETFs, on the other hand, saw net outflows of about $103 million. Institutions are still choosing BTC. Let's give this ETH rally a bit more time~

3) Big banks are moving further on-chain~ JPMorgan has expanded JPM Coin (a deposit token) to Ethereum. It was previously on Base, and now it's tapping into ETH liquidity. Banks putting real money on public blockchains beats empty slogans by a mile!!!

4) Saylor's Strategy bought another 267 BTC last week, worth about $22.1 million, bringing its holdings to around 848,500 BTC. While others worry about MSCI rules, he's still adding—the man is resolute.

Overall: price action is soft, but flows are strong. Tomorrow, keep an eye on expectations for next week's Fed meeting, and whether oil prices and chip sentiment will keep weighing on risk assets~ Bros, don't get carried away chasing shorts tonight!!!

$BTC $ETH $SOL
#加密快报 #Crypto

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