Esam_Trading

$ALGO is becoming a quiet force in the stablecoin game

Major networks like $SUI , $XLM, and Ripple’s $XRP Ledger have all seen meaningful drops in their stablecoin supplies over the past week.
Algorand is moving in the opposite direction , up roughly 10% over the same period.
Its stablecoin supply now sits at $99.5M.

Aero just ditched weekly voting for a new rewards system

Aero has launched Predictive Allocation, replacing its old weekly voting cycle for directing $AERO rewards.

Token Operators can now allocate rewards to pools they believe will attract trading activity. In return, they can earn trading fees, MEV revenue, and incentives generated by those pools.

Last week, Aero expanded across seven networks including Base, Ethereum, Arbitrum, and Optimism, plus Ink, Arc, and Robinhood Chain.

The protocol brings Aerodrome Finance and Velodrome Finance together into a single unified liquidity layer.

Did Celestia ( $TIA ) just soft-launch another chain?

A few days ago, Celestia unveiled “Eden”, a high-performance EVM test and sandbox environment running on its modular network.

It operates in parallel with Celestia’s main L1 and is focused on testing and experimenting with AI agentic commerce. Over time, this could add real value to the $TIA ecosystem.

Spot $DOGE ETFs are shrinking…

Investor appetite for spot Dogecoin ETF exposure is looking pretty weak.
The products lost nearly $540K this past week. And even after almost a year on the market, they still hold just 0.1% of DOGE’s current supply.

Stellar ( $XLM ) is adding privacy

OpenZeppelin just announced that contracts for Stellar v0.8 are now live on its platform.

The big deal? Developers can now add a confidential layer on top of any SEP-41 token. That effectively opens the door for private assets on Stellar.

Which chains are actually hosting BlackRock’s biggest crypto product?

BlackRock’s $BUIDL fund now sits above a $2B market cap (around $2.17B according to RWA.zyx).

The chain breakdown might surprise some people.
$SOL is the clear leader, hosting about $872M of the total. $AVAX comes in strong as the second biggest, with roughly $481.3M.

OKX is sitting on 1 in every 10 $FIL tokens…?!

According to WallStreetXHQ, OKX currently holds 10.5% of Filecoin’s circulating supply.
That’s roughly 35x more than what’s held in Grayscale’s Filecoin Trust.
Is this a concentration risk, or just solid exchange depth?

Cetus Protocol is officially entering the AI era

The leading $SUI DEX just unveiled its new “Cetus Skills” infrastructure.
It’s essentially a set of Claude Code skills that let AI agents interact directly and programmatically with Cetus.
Through these skills, agents can perform actions like swapping and managing liquidity on the platform.

🚨 South Korea is leaning toward delaying the 22% crypto tax to 2029

The tax on crypto gains is still officially scheduled for January 2027, 22% after a 2.5M won deduction. It’s already been delayed three times.

Now the ruling Democratic Party has filed a bill that would push the start all the way to 2029, linking it to international data sharing under CARF. Lawmakers say the government still can’t properly track overseas trades until that system is ready.
The presidential office has indicated it’s open to another delay. No final decision yet.

#SouthKoreaDelaysCryptoIncomeTax
#SouthKoreaPlansToRegulateStablecoinsUnderFXLaw $BTC $ETH $SOL

🚨The biggest launch in LayerZero’s history is coming on November 30

In just over a month, LayerZero is launching its new L1 network “Zero” along with the network’s flagship application, lzATLAS.

If the launch lands well and gains traction, it could be a major boost for $ZRO and the community.

lzATLAS is particularly interesting, it doesn’t have a consumer-facing frontend. Instead, it’s built as a plug-in engine for third-party platforms.

Dormant whale just started dumping $AAVE and $WLD

According to Lookonchain, a major institution that sat inactive for over a year has suddenly woken up.

They’re now moving large amounts of AAVE and WLD to exchanges, $22.9M worth of AAVE and another $10M in $WLD .

It’s hard not to be bullish on $NEAR right now…

Bitwise’s spot NEAR ETF just wrapped up four straight weeks of strong net inflows. The latest week alone saw +$5.22M pour into the product.

The fund now holds well over 1 in every 100 $NEAR tokens.

A big part of the interest could be coming from the recent success of the Near Intents platform.

$IRYS rockets past its May record with an 800% day

$IRYS traded near $0.19, up more than 800% over 24 hours from a low near $0.02. Trading volume topped $1B, lifting its market cap to about $492M.

Irys bills itself as a programmable datachain, a layer 1 that stores data and runs smart contracts in one place. Its previous high of about $0.10 came after its Upbit listing in May. No project announcement or new listing has explained the move.

$ZEC daily is also looking bearish as we have a head and shoulders pattern visible on the timeframe. Looking for a break below to retest demand zone at $880 level

$NEAR head and shoulders pattern is visible on daily timeframe, looking for a break lower to retest S/R level at green zone. ($3.14-$3.43).

$TSLA Q3 Earnings Recap – Beat on EPS, Flat Revenue

🔸Tesla reported Q3 2026 results after the close on Oct 21:

• Adjusted EPS: $0.48 (beat estimates of ~$0.45)
• Revenue: $28.05B (roughly in line / flat YoY)
• Deliveries beat expectations, but auto revenue dipped 3%
• Gross margin improved to 19.6%
• Heavy spending on AI, Optimus & Cybercab continues

🔸My take:

They beat on the bottom line and free cash flow came in positive, but the growth story is clearly shifting from pure auto volume to autonomy + robotics. Stock had a muted-to-soft reaction right after the print.

🔸Forward view:

Still bullish longer-term on FSD adoption and robotaxi ramp. Near-term, watching if Cybercab fleet growth and Optimus progress can re-accelerate the multiple.

#EarningsSeason #BinancePick $TSLA

$LLY Earnings Prediction – Bullish

I’m predicting Eli Lilly will beat revenue expectations for Q3 2026 (reporting before the open on Oct 29).

🔸Why I’m bullish:

• Zepbound & Mounjaro volume growth remains very strong (especially OUS Mounjaro and Medicare Bridge contribution for Zepbound).

• Foundayo (oral GLP-1) is ramping and should start showing better sequential contribution.

• Lilly has a long streak of beating estimates and often raising full-year guidance. Goldman just raised their price target ahead of the print, expecting another beat-and-raise.

Note on EPS: Headline EPS may look softer because of a one-time acquired R&D charge, so focus more on revenue, product sales, and any guidance raise.

🔸Stock price view after earnings:

Bullish if revenue comes in above ~$23B and they raise full-year guidance again. High expectations are already priced in, so a clean beat + positive commentary on pipeline (retatrutide etc.) should support further upside.

#EarningsSeason #BinancePick $LLY

$V Earnings Prediction – Bullish

I’m predicting Visa will beat both EPS and revenue for fiscal Q4 2026 (reporting after close on Oct 27).

🔸Why I’m bullish:

• Strong track record - Visa has beaten EPS estimates in the vast majority of recent quarters.

• Consensus is looking for ~$3.44–$3.50 EPS and ~$12.1–12.3B revenue (double-digit growth).

• Payments volume, cross-border transactions, and value-added services remain resilient even in a mixed macro environment.

🔸Stock price view after earnings:

I expect a modestly positive to neutral reaction. Visa usually doesn’t gap wildly, but a clean beat + solid guidance on payment volumes should keep the stock supported.

#EarningsSeason #BinancePick $V

$GOOGL Earnings Prediction – Bullish

I’m predicting Alphabet will beat expectations on both revenue and EPS for Q3 2026 (reporting after close on Oct 28).

🔸Why I’m bullish:

• Google Cloud is the real story, analysts expect ~90%+ growth, and some are calling for even stronger numbers thanks to capacity additions and rising TPU sales.

• Massive $514B cloud backlog continues to convert, with strong AI demand (Gemini + enterprise).

• Search & YouTube should remain solid, giving Alphabet a balanced print.

🔸Stock price view after earnings:

Bullish. A clean Cloud beat + solid guidance should send $GOOGL higher in the days after the report.

#EarningsSeason #BinancePick $GOOGL

🚨 $AMZN Earnings: Can Amazon Deliver Another Beat?

Amazon reports its Q3 2026 earnings on October 29, and I’m leaning BULLISH but watching cash flow closely. 📈

📊 Wall Street expectations

• EPS: $1.96
• Revenue: $202.16B

☁️ Why I’m watching $AMZN

AWS is the biggest catalyst. Cloud computing and AI infrastructure demand could support another strong quarter, while Amazon’s e-commerce business heads toward the holiday shopping season.

But there’s a catch. 👀

Amazon is investing heavily in AI infrastructure and data centers. Strong revenue growth alone may not be enough if capital expenditure keeps pressuring free cash flow.

🎯 My prediction

* Earnings: Leaning toward a beat.
* Price reaction: Cautiously bullish if AWS growth and forward guidance impress.
* Key risk: Heavy AI spending without enough evidence of returns.

My focus isn’t just whether Amazon beats the numbers. It’s whether management can show that its massive AI investments are turning into sustainable growth and cash flow.

#EarningsSeason #BinancePick