MICROSTRATEGY EARNINGS:
*EPS: -$1.72 vs -$0.12
*Rev.: $116M vs $121M
*MicroStrategy announced a strategic goal of raising $42B of capital over the next 3 years, comprised of $21 billion of equity and $21 billion of fixed income securities. They plan to use the additional capital to buy more bitcoin.
*EPS: -$1.72 vs -$0.12
*Rev.: $116M vs $121M
*MicroStrategy announced a strategic goal of raising $42B of capital over the next 3 years, comprised of $21 billion of equity and $21 billion of fixed income securities. They plan to use the additional capital to buy more bitcoin.
2π₯35π€―8π8π5π3β€1π1π1
URGENT: Blockaid systems have detected a potential supply chain attack targeting dApps that use Lottie Player.
A new version of this npm packaged was deployed a couple of minutes ago, with multiple legitimate dApps now issuing malicious transactions: link
DO NOT CONNECT YOUR WALLETS TO POP-UPS COMING ON WEBSITES
A new version of this npm packaged was deployed a couple of minutes ago, with multiple legitimate dApps now issuing malicious transactions: link
DO NOT CONNECT YOUR WALLETS TO POP-UPS COMING ON WEBSITES
5π21β€10π3π₯1
infinityhedge
URGENT: Blockaid systems have detected a potential supply chain attack targeting dApps that use Lottie Player. A new version of this npm packaged was deployed a couple of minutes ago, with multiple legitimate dApps now issuing malicious transactions: linkβ¦
1inch Front-End Compromised
DO NOT CONNECT WALLET
*Update: 1inch Team: A fix has been applied, if you have accessed the dapp recently please clear your browser cache before accessing the site again
DO NOT CONNECT WALLET
*Update: 1inch Team: A fix has been applied, if you have accessed the dapp recently please clear your browser cache before accessing the site again
35π30π±13π8π5π2π1π―1
U.S. PCE September: @infinityhedge
*US SEPT. CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US SEPT. CORE PCE PRICE INDEX RISES 2.7% Y/Y, EST. +2.6%
*US SEPT. PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2%
*US SEPT. PCE PRICE INDEX RISES 2.1% Y/Y; EST. +2.1%
*US JOBLESS CLAIMS 216,000 IN OCT. 26 WEEK; EST. 230K
*US CONTINUING CLAIMS 1.862M IN OCT. 19 WEEK; EST. 1.885M
*US SEPT. CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US SEPT. CORE PCE PRICE INDEX RISES 2.7% Y/Y, EST. +2.6%
*US SEPT. PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2%
*US SEPT. PCE PRICE INDEX RISES 2.1% Y/Y; EST. +2.1%
*US JOBLESS CLAIMS 216,000 IN OCT. 26 WEEK; EST. 230K
*US CONTINUING CLAIMS 1.862M IN OCT. 19 WEEK; EST. 1.885M
8π₯21β€2π2
ISRAELI INTELLIGENCE SUGGESTS IRAN IS PREPARING TO ATTACK ISRAEL FROM IRAQI TERRITORY IN THE COMING DAYS, POSSIBLY BEFORE THE U.S. PRESIDENTIAL ELECTION: AXIOS
3π€―27π‘11π8π5π3β€1
COINBASE SHARES EXTEND LOSSES, DOWN 15%
1π€―24π8π6π5π±3π1π1
*APPLE 4Q REV. 94.93B, EST. $94.36B
*APPLE 4Q GREATER CHINA REV. $15.03B, EST. $15.8B
*APPLE 4Q IPHONE REVENUE $46.22B, EST. $45.04B
*APPLE 4Q SERVICE REV. $24.97B, EST. $25.27B
*APPLE 4Q GREATER CHINA REV. $15.03B, EST. $15.8B
*APPLE 4Q IPHONE REVENUE $46.22B, EST. $45.04B
*APPLE 4Q SERVICE REV. $24.97B, EST. $25.27B
1π₯13π±3
IMMUTABLE [$IMX] RECIEVED WELLS NOTICE FROM SEC
1π€―25π€4β2π₯1π1
infinityhedge
U.S. NFP in 1hr: @infinityhedge JP Morgan SPX Play: 158K [forecast] *>200k: Flat/+0.5% *160k-200k:+1%/+1.5% *140k-160k: +0.75% to +1.2% *110k-140k: -0.5% to -1.5% *<110k: -1.2% to -2% [recession hint] Goldman SPX Play: 165k [forecast] *>200k: Flat/-0.5%β¦
NFP DATA IN 40 MIN: @infinityhedge
*NFP EST.: +101k, Prev. +254k
*Unemployment rate EST.: 4.1%, Prev. 4.1%
JP Morgan SPX Play: +157k
*80k-120k: flat to +0.5% [40%]
*120k-200k: +0.5% to +0.75% [30%] [Goldilocks print]
*20k-80k: -0.25% to -0.5% [20%]
*>200k: -0.25% to +0.5% [5%]
*<20k: -0.75% to -1.5% [5%] [recession hint]
Goldman Sachs SPX Play: 95k [forecast]
*>250k: at least -1%
*200k-250k: -0.5% to -1%
*125k-200k: Β±0.5%
*75k-125k: +0.5% to +1%
*<75k: flat to -0.5%
Other Forecasts:
*Mizuho Securities: 180k
*BofA: 100k
*CITI: 90k
*MS: 75k
*Bloomberg: -10k
*Reuters Survey: +113k
*NFP EST.: +101k, Prev. +254k
*Unemployment rate EST.: 4.1%, Prev. 4.1%
JP Morgan SPX Play: +157k
*80k-120k: flat to +0.5% [40%]
*120k-200k: +0.5% to +0.75% [30%] [Goldilocks print]
*20k-80k: -0.25% to -0.5% [20%]
*>200k: -0.25% to +0.5% [5%]
*<20k: -0.75% to -1.5% [5%] [recession hint]
Goldman Sachs SPX Play: 95k [forecast]
*>250k: at least -1%
*200k-250k: -0.5% to -1%
*125k-200k: Β±0.5%
*75k-125k: +0.5% to +1%
*<75k: flat to -0.5%
Other Forecasts:
*Mizuho Securities: 180k
*BofA: 100k
*CITI: 90k
*MS: 75k
*Bloomberg: -10k
*Reuters Survey: +113k
1π₯13β€5π5
US OCT. NONFARM PAYROLLS:
*US OCT. NONFARM PAYROLLS RISE 12K M/M; EST. +100K
*US OCT. UNEMPLOYMENT RATE 4.1%; EST. 4.1%
*US OCT. AVERAGE HOURLY EARNINGS RISE 0.4% M/M; EST. +0.3%
*US BLS: HURRICANES LIKELY AFFECTED OCT. PAYROLLS IN SOME SECTORS
*BIDEN: JOB GROWTH EXPECTED TO REBOUND IN NOVEMBER
*US OCT. NONFARM PAYROLLS RISE 12K M/M; EST. +100K
*US OCT. UNEMPLOYMENT RATE 4.1%; EST. 4.1%
*US OCT. AVERAGE HOURLY EARNINGS RISE 0.4% M/M; EST. +0.3%
*US BLS: HURRICANES LIKELY AFFECTED OCT. PAYROLLS IN SOME SECTORS
*BIDEN: JOB GROWTH EXPECTED TO REBOUND IN NOVEMBER
3π€20π14π€―8π±5π₯3π2β€1
*WARREN BUFFETT'S BERKSHIRE CASH PILE HITS RECORD $325.2 BILLION
*BERKSHIRE SOLD 25% OF ITS APPLE STOCK IN Q3
*THE COMPANY DIDN'T BUY ANY STOCK IN Q3
*Everything is so expensive to Buffett- even his own stock - that for the first time since launching his buyback program in 2018, Buffett repurchased exactly zero shares of Berkshire in Q3: zerohedge
*BERKSHIRE SOLD 25% OF ITS APPLE STOCK IN Q3
*THE COMPANY DIDN'T BUY ANY STOCK IN Q3
*Everything is so expensive to Buffett- even his own stock - that for the first time since launching his buyback program in 2018, Buffett repurchased exactly zero shares of Berkshire in Q3: zerohedge
1β€39π€―16π11π9
infinityhedge
The Week Ahead | @infinityhedge Macro: *U.S. GDP (QoQ) (Q3) on 30 *BOJ Meeting on 31 [widely expected to keep interest rates unchanged on 31, Most BOJ Watchers Expect Another Rate Hike by Jan 2025] *US PCE on 31 *US NFP & Unemployment Rate on Nov 1 *FEDβ¦
The Week Ahead | @infinityhedge | Election Week
Macro:
*China's National People's Congress Meeting [to green light Stimulus package but WSJ Today reported βChina Isnβt Planning a βBazookaβ Stimulusβat Least Not This Yearβ] 4-8 Nov.
*U.S Presidential Election on 5
*U.S. Fed Interest Rate Decision on 7 [25 bps cut is widely anticipated]
*Iran retaliation attack against Israel expected, Iranian official: Iran doesnβt want to influence the U.S. election so, the response would come after Tuesdayβs voting but before a new president is inaugurated in January
Crypto:
**SEC vs Binance, Defendantsβ answers or pleadings in response to the amended complaint due on 4
**SEC vs Binance, Discovery Hearing on 6
*Caroline Ellison Surrender date would be set on or after Nov. 7.
*MakerDAO will run a poll to determine the long-term brand of the backend protocol between 4 to Nov. 7, with three poll options [infinityhedge]: Keep the Sky brand, Recenter the Maker brand or Recenter the Maker brand, with a limited brand refresh
*Krakenβs L2 blockchain βinkβ testnet on 10
*HYPE Users must review and accept the Genesis Event Terms to participate in Airdrop before Nov. 11, 2024 23:59 UTC
*Bitwise Ethereum ETF, the Grayscale Ethereum Trust, the Grayscale Ethereum Mini Trust options decision deadline Nov. 11
*DevCon 7 Event, Bangkok [11-15] [Uniday, Kraken, etc]
Token Unlocks:
$APT: $90M: 2.18% on 11
$BANANA: $12M: 7% on 8
What Data Says about BTC:
The options market signals expected moves of about 8% in either direction the day after the vote, compared to typically 2% up or down on a normal day β No significant volatility premium is priced in after Nov. 7, suggesting the market expects a fairly quick resolution β For the weeks after the election, data from the Deribit exchange hint at a possible $60k to $80k trading range based on peak open interest β or outstanding contracts
Earnings/Charts/Articles β¬
Macro:
*China's National People's Congress Meeting [to green light Stimulus package but WSJ Today reported βChina Isnβt Planning a βBazookaβ Stimulusβat Least Not This Yearβ] 4-8 Nov.
*U.S Presidential Election on 5
*U.S. Fed Interest Rate Decision on 7 [25 bps cut is widely anticipated]
*Iran retaliation attack against Israel expected, Iranian official: Iran doesnβt want to influence the U.S. election so, the response would come after Tuesdayβs voting but before a new president is inaugurated in January
Crypto:
**SEC vs Binance, Defendantsβ answers or pleadings in response to the amended complaint due on 4
**SEC vs Binance, Discovery Hearing on 6
*Caroline Ellison Surrender date would be set on or after Nov. 7.
*MakerDAO will run a poll to determine the long-term brand of the backend protocol between 4 to Nov. 7, with three poll options [infinityhedge]: Keep the Sky brand, Recenter the Maker brand or Recenter the Maker brand, with a limited brand refresh
*Krakenβs L2 blockchain βinkβ testnet on 10
*HYPE Users must review and accept the Genesis Event Terms to participate in Airdrop before Nov. 11, 2024 23:59 UTC
*Bitwise Ethereum ETF, the Grayscale Ethereum Trust, the Grayscale Ethereum Mini Trust options decision deadline Nov. 11
*DevCon 7 Event, Bangkok [11-15] [Uniday, Kraken, etc]
Token Unlocks:
$APT: $90M: 2.18% on 11
$BANANA: $12M: 7% on 8
What Data Says about BTC:
The options market signals expected moves of about 8% in either direction the day after the vote, compared to typically 2% up or down on a normal day β No significant volatility premium is priced in after Nov. 7, suggesting the market expects a fairly quick resolution β For the weeks after the election, data from the Deribit exchange hint at a possible $60k to $80k trading range based on peak open interest β or outstanding contracts
Earnings/Charts/Articles β¬
1π24β€8π₯4
CRYPTO FIRMS INCLUDING ROBINHOOD, KRAKEN LAUNCH GLOBAL STABLECOIN NETWORK - RTRS
*Anchorage Digital, Bullish, Galaxy Digital, Kraken, Nuvei, Paxos and Robinhood have partnered to release a new stablecoin network called Global Dollar Network
*$USDG (Global Dollar) is a new stablecoin issued out of Singapore by Paxos that is substantively compliant with the Monetary Authority of Singaporeβs upcoming stablecoin framework.
*$USDG is an ERC-20 token
*$USDG is currently unavailable in CA, all EEA countries and in the U.K.
*Anchorage Digital, Bullish, Galaxy Digital, Kraken, Nuvei, Paxos and Robinhood have partnered to release a new stablecoin network called Global Dollar Network
*$USDG (Global Dollar) is a new stablecoin issued out of Singapore by Paxos that is substantively compliant with the Monetary Authority of Singaporeβs upcoming stablecoin framework.
*$USDG is an ERC-20 token
*$USDG is currently unavailable in CA, all EEA countries and in the U.K.
π₯37π4β€3
TRUMP WINNING ODDS REACHES ATH ON POLYMARKET
2π₯51β€4π4π3π1πΏ1
DECISION DESK HQ PROJECTS TRUMP WINS NORTH CAROLINA
2β€35π9π₯4π1πΏ1
TRUMP WILL WIN US ELECTION, DECISION DESK PROJECTS
2π₯78π10π5π4
$500 MILLION LIQUIDATED FROM THE CRYPTO MARKET IN THE LAST 24HRS β BINANCE SEES LARGEST SINGLE LIQUIDATION ORDER OF $74.98M IN BTCUSDT
2π47π€―14π₯12π3π2π«‘2