⚡️ Crypto Watchlist for the week

➡️ $LINK - Chainlink's Smartcon conference starts on Nov. 4

➡️ Lighter - Lighter will launch spot trading in November

➡️ $ETHFI - Voting for EtherFi proposal to launch a $50M buyback program ends on Nov. 3

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

➡️ $AERO - Aerodrome will release two major upgrades (Slipstream V2 and Autopilot) next week

➡️ $FOLKS - Folks Finance will launch its token on Nov. 6

➡️ Solstice - Solstice will likely make an announcement tomorrow regarding its Flares airdrop campaign

➡️ $HOME - DeFi App will release a $1M Trading Contest next week

➡️ Play AI - Play AI teased a big announcement for Nov. 4

➡️ $MON - Monad will announce the timeline for its mainnet launch next week

➡️ $ETH - Linea will start using 20% of its gas fees to burn ETH next week

➡️ $VIRTUAL - Tom Lee will join an AMA together with the CEO of Virtuals on Nov. 3

➡️ $ARB - Arbitrum has just started Epoch 5 of its DeFi Renaissance Incentive Program

➡️ Macro events - US and China are expected to sign a trade agreement in the next week

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🏦 Fed Repos Spike to 5-Year High

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

➡️ This isn’t QE — it’s a liquidity backstop, not balance sheet expansion
➡️ The same pattern appeared in late 2019, right before the Fed ended QT and liquidity returned
➡️ 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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📊 3% Rule for Stocks — and What It Means for Crypto

➡️ The top 3% of companies generated ALL net wealth since 1926

➡️ 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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📈 The Real Recipe for Success in Crypto


Everyone talks about alpha, timing, or luck. But real longevity in this space comes from mastering habits that keep you alive long enough to catch the next wave.

➡️ Buy when others can’t.

➡️ Do the work others avoid.

➡️ Stay through the hard times so you’re present for the good ones.

➡️ Treat uncertainty as opportunity, not fear.

➡️ Surround yourself with smart people who challenge you.

➡️ Expand your surface area for luck, show up everywhere value flows.

➡️ Optimize for expected value, not ego.

➡️ Have courage to size up when conviction is earned.

➡️ Be patient enough to see your thesis through.

➡️ Survive black swans, the best setups appear right after chaos.

➡️ Stay flexible. Change your mindset when something stops working.

➡️ Let your winners pay for everything else.

➡️ Think less, execute more.

➡️ Keep hunting even when the market looks dead.

➡️ Operate from abundance, not scarcity.

Most will chase signals and noise. The few who internalize these rules will still be here when the next cycle begins.

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