Alpha updates. 🪓

Market Watch Btc is falling even after the government shutdown ends. Reason? combination of macroeconomic uncertainty & liquidation in Tech stocks. Employment, CPI, non-farm payrolls, a bunch of data is either missing or delayed, the market can't price it in, which means investment expectations are gone, and the pricing foundation has been pulled out from under it. Top Headlines • $1.2 Trillion has been wiped out from the U.S. Stock market today. • Dubai Court Issues Worldwide Freeze of $456 Million Tied to Justin Sun's Stablecoin Bailout Altcoin Update • $7 Billion USDe supply wiped out in last 30 days since 10/10 Liquidation event. • Solana active addresses fall to 12-month low as memecoin trend fades

Tell me this isn’t Barron Trump on the keyboard right now 💀

hey everyone shared a thread: After tracking the macro + on-chain shifts this week, I’m low key scared to say this… but bullish momentum actually looks more likely from here A thread on why i think we might see a reversal from here: 🧵👇 https://x.com/axel_bitblaze69/status/1988941851400048754

Tell me this isn’t Barron Trump on the keyboard right now 💀

President Trump has signed a temporary funding bill, officially ending the longest government shutdown in U.S. history. This stopgap deal keeps the federal government running and ensures most agencies stay funded until January 30, 2026.

Market Watch Bitcoin dumping ahead of the govt shutdown vote mostly due to profit-taking, ETF outflows & macro jitters. If the vote goes well, dip may be short-lived. Fear & greed Index dropped to 26 Trend line support intact at $98k. Top Headlines • SEC Chair Paul Atkins Reveals Which Crypto Tokens He Thinks Are Securities Altcoin Update • Bybit reveals 16 major blockchains have hidden code that can freeze user funds. • Sui launching USDsui stablecoin. • Zcash got its Saylor moment - Zcash Treasury Company Cypherpunk Technologies backed by Winklevoss purchased 203,775 $ZEC

If we look at DEXs’ 1-year average monthly fees vs FDV — the numbers tell an interesting story: • Uniswap generated $104.2M in fees, trading at $8.5B FDV • Cake generated $51.6M, trading at $900M FDV • Jupiter generated $95.2M, trading at $2.4B FDV • Raydium generated $79.6M, trading at $880M FDV While, Meteora generated a massive $136M, yet trades at just $521M FDV Meteora is the highest fee-generating DEX in the Solana ecosystem, yet its FDV is 2-3x lower than peers. Something doesn’t quite add up 👀

Market Watch Bitcoin saw a slight correction today, and the BTC CME gap around $104K has now been completely filled. Despite the dip, overall market sentiment has slightly improved - the Fear & Greed Index has risen from 29 to 31. Top Headlines Ethereum, Solana ETFs Get Green Light for Staking via US Treasury, IRS Crypto Fund Guidance - Bullish in Long term Coinbase launches savings accounts in the UK, offering 3.75% interest Lighter Raises $68M at $1.5B Valuation to Take on Decentralized Derivatives Rivals. Altcoin Update • Monad sale will open from Nov 17th, 9am ET to Nov 22nd, 9pm ET - The sale is for 7.5% of the total supply at a price of $0.025 per MON, Participants can bid from $100 to $100k • Active address on Base rises to 41.76% of all active addresses on Ethereum

Shared my thoughts on Monad ICO on Coinbase will you be participating? https://x.com/axel_bitblaze69/status/1988309182098141674

Risk management finds. Ordering it now.

Uniswap proposes enabling protocol fees and burning $UNI from the treasury. The change would adjust the current 0.3% trading fee allocating 0.25% to liquidity providers and 0.05% toward $UNI buybacks. MegaETH Labs member BREAD posted a clean analysis - With Uniswap’s annualized fees around $2.8 billion, this could translate to roughly $38 million in $UNI buybacks every 30 days, putting it ahead of $PUMP ($35M) and just behind $HYPE ($95M).

Crypto quant data indicates institutional re-entry into the Ethereum market. Amid recent volatility that pushed $ETH near the $3,200 mark, whale activity picked up, a recurring signal often seen during local bottom formations and early accumulation phases. Current data suggests that large investors are quietly rebuilding positions at lower levels. If Ethereum sustains support within the $3,000 - $3,400 range, it could consolidate into a low-volatility accumulation zone, setting the stage for a potential breakout toward the $4,500 - $4,800 region.