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๐Ÿ’ก Your premier source for crypto.
๐Ÿ“ฉ Reach out: @strategy
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Good morning, master. Here is your portfolio update

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Onchain: The experienced trader known as neverletyourbitchtellyouwhattodo.sol, who earned over $4.7 million by identifying multiple hits during the prior Solana meme coin surge, has made a comeback. He recently used 25 SOL (valued at $4,600) to purchase 2.93 million VALOR tokens.

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JUST IN: Reports indicate that AWS is currently experiencing outages.

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The past weeks have been brutal for alts.

Until the uptrend resumes, the best thing to do is to focus on things such as airdrop farming, participating in hot ICOs, and prediction markets.

There are many opportunities in crypto even when the market goes down.


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Welcome back Diamond Hands, how was the moon ?

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Real.

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Bro took his last $83 and decided to change his life.

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โ• CZ has confirmed the purchase of $ASTER.

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JUST IN: Crypto whales are initiating short positions on ASTER using 3x leverage on the HyperLiquid platform.

โ€ข Wallet 0x9ee deposited $13.3M to establish an ASTER short now valued at approximately $52M, with an open order to expand the position.

โ€ข Wallet 0xBAD deposited $3.8M to open an ASTER short.

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If you canโ€™t hold, you canโ€™t be rich

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Some men wake up at 30.

Some at 18.

Most never do.

You're a man, no one is going to save you.

Wake up early, do whatever it takes to fix your wallet, body and mind.

You are on your own.

If 2025 didn't teach you that.

2026 will.


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โšก๏ธ Crypto Watchlist for the week

โžก๏ธ $LINK - Chainlink's Smartcon conference starts on Nov. 4

โžก๏ธ Lighter - Lighter will launch spot trading in November

โžก๏ธ $ETHFI - Voting for EtherFi proposal to launch a $50M buyback program ends on Nov. 3

โžก๏ธ $PENDLE - Pendle's next community call will happen on Nov. 6. Some important updates might be shared during it

โžก๏ธ $AERO - Aerodrome will release two major upgrades (Slipstream V2 and Autopilot) next week

โžก๏ธ $FOLKS - Folks Finance will launch its token on Nov. 6

โžก๏ธ Solstice - Solstice will likely make an announcement tomorrow regarding its Flares airdrop campaign

โžก๏ธ $HOME - DeFi App will release a $1M Trading Contest next week

โžก๏ธ Play AI - Play AI teased a big announcement for Nov. 4

โžก๏ธ $MON - Monad will announce the timeline for its mainnet launch next week

โžก๏ธ $ETH - Linea will start using 20% of its gas fees to burn ETH next week

โžก๏ธ $VIRTUAL - Tom Lee will join an AMA together with the CEO of Virtuals on Nov. 3

โžก๏ธ $ARB - Arbitrum has just started Epoch 5 of its DeFi Renaissance Incentive Program

โžก๏ธ Macro events - US and China are expected to sign a trade agreement in the next week

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JUST IN: BNB Chain states that no projects on its network have been impacted by the recent balance exploit, but forked projects should stay vigilant and may want to halt operations as a precaution.

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JUST IN: Berachain has announced that its validators have coordinated to intentionally halt the Berachain network, allowing the core team to perform an emergency hard fork addressing exploits related to Balancer V2 on the BEX.

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๐Ÿฆ Fed Repos Spike to 5-Year High

A $29.4B overnight repo just hit โ€” the largest since 2019. That means the Fed had to lend cash to banks in exchange for Treasuries, signaling short-term funding stress.

โžก๏ธ This isnโ€™t QE โ€” itโ€™s a liquidity backstop, not balance sheet expansion
โžก๏ธ The same pattern appeared in late 2019, right before the Fed ended QT and liquidity returned
โžก๏ธ Rising repo activity suggests cracks in the funding system as reserves tighten

Each time repo activity spikes, it marks a shift in liquidity dynamics. The question is whether this time signals another pivot or just temporary pressure before something bigger breaks.


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Onchain: Trader 0x2fcf suffered a nearly $4 million loss over one month from memecoin trades.

โ€ข Over the past month, he invested $6 million in memecoins including ๅธๅฎ‰ไบบ็”Ÿ, ๅฎขๆœๅฐไฝ•, and PING.
โ€ข An hour ago, he liquidated all positions, locking in the $4 million loss.
โ€ข Specific losses: $2.49 million on ๅธๅฎ‰ไบบ็”Ÿ, $915,000 on ๅฎขๆœๅฐไฝ•, and $377,000 on PING.

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๐Ÿ“Š 3% Rule for Stocks โ€” and What It Means for Crypto

โžก๏ธ The top 3% of companies generated ALL net wealth since 1926

โžก๏ธ That means 97% of stocks contributed ~nothing to wealth generation

Fair to assume only ~1% of coins will win & virtually everything else is not worth holding


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JUST IN: In the past hour, $595.8 million worth of cryptocurrency long positions have been liquidated, according to Coinglass data.

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JUST IN: Solana's $SOL price has dipped below its October 10 wick on Binance.

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JUST IN: Kraken has enabled the use of cryptocurrency as collateral for derivatives trading throughout the EU, according to The Block.

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