温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/hi/58026.html
点击访问原文链接

SignalPlus Macro Analysis Special Edition: October Rally | Bee Network

进入原网站 导航首页
SignalPlus Macro Analysis Special Edition: October Rally | Bee Network Login ट्रेंडिंग न्यूज़ मीम लॉन्चपैड एआई एजेंट डेस्सी टॉपचेनएक्सप्लोरर न्यूबी के लिए 100x सिक्के मधुमक्खी खेल आवश्यक वेबसाइटें एपीपी अवश्य होना चाहिए क्रिप्टो हस्तियाँ डेपिन नौसिखिया आवश्यक ट्रैप डिटेक्टर बुनियादी उपकरण उन्नत वेबसाइटें एक्सचेंजों एनएफटी उपकरण नमस्ते, साइन आउट वेब3 यूनिवर्स खेल डीऐप मधुमुखी का छत्ता बढ़ता हुआ मंच विज्ञापन खोज अंग्रेज़ी रिचार्ज सिक्के लॉग इन करें डाउनलोड करना वेब3 यूनी खेल डीऐप मधुमुखी का छत्ता विज्ञापन घर•विश्लेषण•मुख्य पाठ SignalPlus Macro Analysis Special Edition: October Rallyविश्लेषण5 महीने पहलेहाँव्याट 22,355 27 As in previous years, markets got off to an explosive start in “Rising October,” with BTC and stocks surging to new all-time highs, with US stocks boosted by another multi-billion dollar OpenAI/AMD deal, and Japanese stocks surging 5% (-2% for the yen) after Sanae Takami unexpectedly won the leadership race (as a fiscal dove).

Despite a data blackout caused by the government shutdown, the stock market continued its upward trend last week, led by semiconductors (+4.4%), biotech (+10%), and consumer durables (+3.6%). The limited data released continued to point to a strong US economy, with the economic surprise index rising to a year-high, far exceeding already lowered expectations. The consensus expectation is that US GDP will bottom out in the fourth quarter and rebound significantly by 2026, supported by ample systemic liquidity and a resilient US consumer.

The biggest losers last week were global bonds, where we saw renewed pressure on yields due to aggressive fiscal spending plans in the US, China, and now potentially Japan as well. All of this came at a time when risk assets were at all-time highs and inflationary pressures remained top of everyone’s mind. The sudden political crisis in France (with the resignation of Prime Minister Le Cornu) exacerbated the bond market’s woes but benefited gold, which enjoyed its most sustained rally since the early 1980s.

The current theme of “fiat debasement” continues, with most indicators of M2 liquidity, loan supply, and other credit availability pointing to record levels of monetary easing, which has led to historically low cash allocations, according to JPMorgan estimates.

Retail traders have once again benefited from this rally, and they have been the primary participants in the current market, accounting for over 12% of individual stock trading volume. SPX options volume is also approaching its April high again. It appears that President Trump’s efforts to “monetize” the US economy through a positive wealth effect are working as intended.

Not to be outdone, BTC also rallied to a new all-time high ($126,000), driven by a resurgence in ETF buying. U.S. investors poured over $3.2 billion into BTC ETFs last year, the second-largest weekly inflow ever. BlackRock’s IBIT ETF open interest also rose to a record $49.8 billion on Friday, now the largest single source of ETF revenue for the giant asset manager—an incredible feat for a newly launched product.

BTC ETFs now hold over 1.47 million BTC (dominated by the US at ~90%), followed by DATs at 1 million (MSTR at 630,000), while miners hold just 93,000. It’s no exaggeration to say that Wall Street’s takeover of the क्रिप्टो space is complete, at least in terms of driving day-to-day price movements.

Given the US government shutdown, there’s little immediate data to look forward to. बाज़ार attention is expected to intensify in late October around the FOMC and the earnings reports of the “Big Seven” (presumably the “Big Seven”). Options market pricing reflects an implied probability of a 5% increase in the SPX by year-end. At this juncture, it’s difficult to identify any negative catalysts that would contradict this view.

In the cryptocurrency space, we’ve seen virtually no short liquidation during the recent rally (ETF buying), suggesting that market participants are underweight with minimal risk exposure. BTC implied volatility remains very low (and at a record high relative to ETH IV), with skewness only slightly positive, suggesting the path of less resistance during this period may be upward, as the name “Rising October” suggests.

Regardless, risk sentiment in the equity markets will remain a key driver in the coming weeks. Good luck, and happy Golden Week to our friends in the region!

You can use the SignalPlus Trading Vane feature for free at https://t.signalplus.com/crypto-news/all. It uses AI to integrate market information and clearly understand market sentiment.

If you want to receive our updates in real time, please follow our Twitter account @SignalPlusCN, or join our WeChat group (add the assistant WeChat: Logicrw), Telegram group and Discord community to communicate and interact with more friends.

सिग्नलप्लस आधिकारिक वेबसाइट: https://www.signalplus.com

यह लेख इंटरनेट से लिया गया है: SignalPlus Macro Analysis Special Edition: October RallyRecommended Articles

Related: Huaxing Capital’s foray into Web3: A gamble with no way outRecommended Articles In the midsummer of 2025, Huaxing Capital once again became the focus of market attention. It signed a memorandum of cooperation with YZi Labs (formerly Binance Labs), planning to invest US$100 million in Binance’s platform currency BNB. Just two months ago, the board of directors approved a similar investment to expand into Web 3 and cryptocurrency. Such a rapid pace of activity has led to speculation that Huaxing is planning a profound transformation, perhaps even a revolution of its own. In China’s investment banking landscape, Huaxing has always been a special existence. It lacks the state-owned capital of CICC and CITIC, nor the century-long legacy of Goldman Sachs and Morgan Stanley. Its growth path coincided almost entirely with the explosion of China’s internet. Since its founding in 2005, Huaxing has…

# विश्लेषण# क्रिप्टो# मार्केट© 版权声明सरणी 上一篇 24-Hour Hot Coins and News | Federal Reserve Minutes: Nearly All Members Agree on a 25 Basis Point Rate Cut; Ark Invest 下一篇 A quick look at the BASE token economics proposal 相关文章 Weekly Editor’s Picks (November 15-21) 6086cf14eb90bc67ca4fc62b 16,202 Behind the 875% increase: How does Zora reconstruct the closed loop of content and value on Base?Recommended Articles 6086cf14eb90bc67ca4fc62b 27,715 4 How long can the “mouth-stirring” economy last? Where is the next stop for crypto marketing? 6086cf14eb90bc67ca4fc62b 25,716 1 The Monad airdrop, which was once a hot topic on the test network, is imminent. Do users need to complete tasks within a 6086cf14eb90bc67ca4fc62b 21,157 2 Governance failure, airdrop chaos, value mismatch: What kind of tokens does the crypto industry need? 6086cf14eb90bc67ca4fc62b 29,485 Stripe acquires Privy to become Jupiter in the stablecoin field 6086cf14eb90bc67ca4fc62b 28,259 4 कोई टिप्पणी नहीं टिप्पणी करने के लिए आपको लॉगिन होना होगा! तुरंत लॉगइन करें कोई टिप्पणी नहीं... Bee.com दुनिया का सबसे बड़ा Web3 पोर्टल भागीदारों कॉइनकार्प बिनेंस कॉइनमार्केटकैप कॉइनगेको कॉइनलाइव कवच बी नेटवर्क ऐप डाउनलोड करें और वेब3 यात्रा शुरू करें सफेद कागज भूमिकाएँ सामान्य प्रश्न © 2021-2026. सर्वाधिकार सुरक्षित।. गोपनीयता नीति | सेवाओं की शर्तें बी नेटवर्क ऐप डाउनलोड करें और वेब3 यात्रा शुरू करें दुनिया का सबसे बड़ा Web3 पोर्टल भागीदारों CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors सफेद कागज भूमिकाएँ सामान्य प्रश्न © 2021-2026. सर्वाधिकार सुरक्षित।. गोपनीयता नीति | सेवाओं की शर्तें खोज खोजइनसाइटऑनचेनसामाजिकसमाचार उत्तर: एयरड्रॉप शिकारी डेटा विश्लेषण क्रिप्टो हस्तियाँ ट्रैप डिटेक्टर हिन्दी English 繁體中文 简体中文 日本語 Tiếng Việt العربية 한국어 Bahasa Indonesia اردو Русский हिन्दी

智能索引记录