Mingo_

497 Posts

Mingo_

推特 @xiaomingxxs //Web3老玩家 //做一些个人看法分享希望对你有所帮助 DYOR //投资是自己的事我说的观点是我的观点养成一个独立思考的思维体系 //希望好行情可以带你赚的盆满钵满怀行情可以带你规避风险BP-DFACDFF0DD76

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Mingo_

Argentine banks still won’t touch crypto
A central bank official just said

This year and next year
Banks and payment providers
won’t handle crypto

The 2022 ban remains in place
Banks can’t buy or sell crypto for customers
Payment apps can’t offer a buy button either

Here’s the surprising part:
Argentina is one of Latin America’s biggest crypto markets
But people have always bought it themselves on exchanges
The banking route is still closed

Put simply, the idea of buying through banks
has been pushed back
by two years
I don’t think this news will tank the market
Holdings can stay as they are

#阿根廷央行不推加密入银行支付

Mingo_

PPI is running hot too

U.S. PPI in September
rose 1.3% in a single month
its biggest jump in four and a half years

CPI had already come in hot the day before
now factory prices are following suit
inflation is spreading

But Bitcoin didn't crash along with it
it dipped below $80,000 during the day
then buyers brought it back up

I'm not adding leverage just yet
I'll wait for the market to digest this round of data

#比特币 $BTC

BTC-0.80%

Mingo_

South Korea has its sights set on perpetuals

The Financial Services Commission has singled out
perpetual contracts
on overseas platforms

They’re also investigating products linked to Korean stock indexes
Leverage is frighteningly high
You could lose your entire principal
in one go

Domestic laws can’t reach them
They say they’ll refer any solicitation they uncover
for investigation
They’re also requiring major platforms to cooperate

I see this as a signal that compliance is tightening
not that they’re shutting everything down today

#韩国收紧海外永续合约监管 $BTC

BTC-0.80%

Mingo_

Verified

Sweden is preparing legislation first
It hasn’t decided to issue a currency

Sweden’s central bank wrote to Parliament
urging it to prepare legislation for a digital krona

The reason is that the digital euro is moving forward in the eurozone
and foreign stablecoins could eventually take over local payments

It’ll be at least five years before it’s actually rolled out
For now, they’re just pushing for research and legal changes
It’s not launching today

Put simply, this is preparing without issuing
They’re worried about falling behind

I see this as a macro signal for now
not as a sign that a central bank digital currency is imminent

#瑞典央行敦促筹备数字克朗立法 $BTC

BTC-0.80%

Mingo_

The new MSCI rules are in place

It hasn't been kicked out yet
The rules have just been set

Non-operating companies will be screened
Strategy is on the simulated list
The final list comes out on November 11
It takes effect after the close on November 30

Put simply, they're keeping an eye on
Companies holding too much Bitcoin

If passive funds adjust accordingly
It could trigger a wave of selling pressure

We won't know the list until November
I'll keep watching and won't speculate wildly

#MSCI敲定新规Strategy面临被剔除风险 $BTC

BTC-0.80%

MSTRB-4.32%

Mingo_

Russia is shutting down P2P crypto trading

Not immediately
It starts on July 1, 2027

The Russian Central Bank's website puts it plainly
Residents can buy and sell cryptocurrency
only through licensed brokers
or trading platforms registered with the Central Bank

Direct crypto exchanges between individuals
aren't on the list of permitted transactions

In other words, this isn't a crypto ban
It's pushing all trading through official channels

What I'm more curious to see is
whether regulated platforms
will absorb this wave of activity

#俄央行2027年7月起禁止加密P2P直接交易 $BTC

BTC-0.80%

Mingo_

Australia has released a draft first
It’s not law yet

The Treasury is seeking public feedback
Crypto transactions will need to be reported
Consultation opens on October 15
And closes on the 28th

It’s modelled on international reporting frameworks
And will also cover Australian residents
Officials say the first exchange of information
Is expected in 2028

Put simply, sooner or later platforms
Will have to report Australian users’ trading records
to the tax office

I see this as laying the groundwork for compliance
Not something taking effect today

#澳大利亚提议加密交易申报法案 $BTC

BTC-0.80%

Mingo_

Tesla's car really took flight

At SpaceX's Texas facility,
Musk unveiled the next-generation Roadster

The car raced up a ramp and hung from the ceiling,
then flipped over and leaped down,
hovering to the ground on cold-gas thrusters

Timed on the spot:
zero to 60 mph in under 1 second

There are three versions in total
Put down a $5,000 deposit first
The flying version is available for pre-order by invitation only

Tesla tokenized shares on the blockchain are in the green today too

I'll wait and see how many days the buzz lasts

#加密市场 $TSLAB

TSLAB-0.67%

Mingo_

Ondo just leveled up

The latest official figures are in:
Total value locked has topped $4 billion,
with tokenized stocks and ETFs
already surpassing $1.3 billion.

Put simply,
buying U.S. stocks on-chain
is no longer just a small-time experiment.
People are putting real money into it.

The cumulative number of holders
has also topped one million.

There’s just one thing I’ll be watching next:
Can the stock side
keep growing next month?

#OndoFinance总锁仓价值突破40亿美元 $ONDO

ONDO+0.52%

Mingo_

Verified

The dot plot may be going away

Warsh wants the Fed to say less
The part of the post-meeting statement
that explains what comes next
has already been cut

The dot plot has been left out twice in a row
An internal working group is assessing it
Most expect it to recommend scrapping it

But his colleagues haven’t stayed quiet
They’ve made more than 40 public appearances lately
So the market has to look to their remarks for direction

The fewer hints the central bank gives,
the more volatile things can get on CPI release days
Bitcoin briefly fell below $81,000 today

Around data releases,
I stay off leverage and keep plenty of cushion

#沃什推动缩减前瞻指引和点阵图 $BTC

BTC-0.80%

Mingo_

You can bet on trading volume too

The SEC approved a new type of option this week
It’s not a bet on stock prices
It’s a bet on figures in company earnings reports
Coinbase’s trading volume
How many bitcoins MARA mines
They can all be used as underlyings

Cash-settled at expiration
Guess right and you get a fixed payout
Guess wrong and it’s worth nothing

Put simply
How hot the crypto market is
Can now be bet on separately on regulated exchanges
The product hasn’t actually been listed yet

Once it goes live
I’ll be keeping an eye on the Coinbase contract first
To see how much trading it gets

#CryptoMarket

COINB+1.58%

MARA-0.62%

Mingo_

South Korea is set to tighten the rules

The Financial Services Commission just held a meeting
and said it plans to change the rules:
Vulnerability checks will go from once a year
to at least twice a year

This comes after a recent wave of hackers
targeted banks’ backend systems
Some may even have used AI
Previously, those peripheral systems
weren’t on the list of systems subject to mandatory checks

Note that this is still a proposed direction
not a rule that’s already in effect
But the scope is narrowing

For now, I’m treating this as a regulatory signal
and won’t change my position sizing or timing

#SouthKoreaProposesTighterFinancialCybersecurityRules

Mingo_

Cut holdings by 70% in a month

Nasdaq-listed SkyAI
stockpiled SOL in its treasury
then sold most of it in less than a month
Its major shareholder, Bastion, is getting nervous

They own around 10%
and say they won't accept a $3 buyback
First, explain the details of the coin sales

Put simply,
the company's treasury is dumping its own coin
I'm keeping an eye on $SOL
For now, I'll treat it as volatility, not a trend

#Bastion就SOL出售向SkyAI施压

SOL-1.13%

Mingo_

The White House crypto post is vacant

The White House confirmed
Witt’s secondment has ended
No one has temporarily taken over
as executive director of the crypto council

He was the council’s last public-facing member
Sacks, the former crypto czar,
had already left in March

This won’t directly send crypto prices tumbling
but it could slow down two things
One is the market structure bill
which stalled in the Senate last month
Law firms expect it won’t be taken up again until next year
The other is the strategic Bitcoin reserve
There’s one less person speaking publicly about it

My take:
Don’t expect policy tailwinds in the short term
I’ll first watch to see who takes the post

#PatrickWitt卸任白宫加密职务

Mingo_

Verified

Solana is changing engines

Late Wednesday night Beijing time
The mainnet will replace the consensus mechanism it’s used since launch
The new one is called Alpenglow

Right now, a transaction takes 12.8 seconds
before it’s considered final
After the upgrade, the target is 150 milliseconds

Note that this is only a target
Actual speed will depend on network conditions

Here’s another thing that’s easy to misunderstand
Validator votes are moving off-chain
The number of on-chain transactions may drop noticeably
That doesn’t mean nobody’s using it

$SOL Binance spot is just over a hundred
I’m not betting on a price pump on upgrade day
First, I’ll see how smoothly the switch goes

#Solana定于10月21日进行Alpenglow升级

SOL-1.13%

Mingo_

HEX founder arrested

Richard Heart
Arrested in Istanbul on October 14

Turkish police, together with intelligence officials, showed up at his home
His wife was taken away too

Behind it was an international arrest warrant issued by Finland
The charge is serious tax evasion

The lawsuit brought against him by the U.S. SEC
was dismissed by a judge last year
This time, taxes are what got him

After the news broke, HEX fell more than 20% that day
It had already plunged 99% from its peak

Now we’ll see how Finland goes about seeking his extradition

#HEX创始人RichardHeart在伊斯坦布尔被捕

Mingo_

Verified

Walrus has pumped another leg.
Binance spot hit around 0.06.

Korean spot moved first.
Perp volume was more than 10 times spot volume.
Funding for shorts was deeply negative for a while,
which means shorts were paying longs.

The second leg was the Sui news:
The DATA network is migrating to Sui,
and storage will use Walrus by default.
That $30 million is an investment in the project,
not a buying spree for $WAL .

I’m watching to see if funding turns positive.
Once it does, I’ll see if it’s still worth holding.

#比特币 $WAL

SUI+0.04%

WAL-15.36%

Mingo_

2,500 has been breached

I just checked Binance spot
and saw Ethereum drop into the 2,400s
The 24-hour high is still above 2,500

The trending page has already flagged the drop below that level
There are nearly 1,400 posts now

Put simply,
the market itself broke through that level
It wasn't driven by any particular news

I'll treat it as volatility for now
No rush to buy the dip

#以太坊跌破2500美元 $ETH

ETH+0.14%

Mingo_

It’s hit a new high again
Pearl just touched around $1.90

That’s a new all-time high for Pearl
The story is “AI Bitcoin”
Mining computes matrix multiplication
Using the same underlying tech as AI inference

Put simply,
what’s hot is the narrative,
not Binance’s spot market

I’d treat it as a hot narrative for now,
not as a trend
#PRL breaks above $1.90 to hit an all-time high $PRL

PRL-1.93%

Mingo_

Strive bought again

Scooped up 3,311 BTC in one week
Spent about $280 million
Pushed holdings to 32.8k BTC

This is their biggest add-on
since January this year
and it was disclosed through an SEC filing

BTC is still hovering above 80k
but they’re continuing to add

To put it bluntly
corporate treasuries are still fighting for chips
I’ll be watching to see whether there’s any new disclosure next week

#Strive spent $280 million to increase holdings by 3,311 BTC $BTC

BTC-0.80%

Mingo_

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