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BitMEX Alpha: Weekly Trader Report (November 2 – November 8) | Bee Network

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BitMEX Alpha: Weekly Trader Report (November 2 – November 8) | Bee Network Login 热门新闻 备忘录启动板 人工智能代理 德西 TopChainExplorer 给 Newbee 100 倍金币 蜜蜂游戏 重要网站 必备应用程序 加密货币名人 德平 新手必备 陷阱探测器 基本工具 高级网站 交流 NFT 工具 你好、, 签出 Web3 宇宙 游戏 DApp 蜂巢 成长平台 生态 搜索 英语 充值金币 登录 下载 Web3 大学 游戏 DApp 蜂巢 生态 家•分析•BitMEX Alpha: Weekly Trader Report (November 2 – November 8) BitMEX Alpha: Weekly Trader Report (November 2 – November 8)分析1 年前（2024 年）更新怀亚特 38,5661 29 原文作者：BitMEX

简要概述 Memecoins have been having a crazy week, with the top meme coin rising more than 90% in just seven days. Meanwhile, Bitcoin continued its upward momentum, rising more than 10% and setting a new high.

The memecoin craze this week was driven by two major catalysts. On the political front, the Trump administration officially announced that Elon Musk would co-lead the Department of Government Efficiency (DOGE) initiative, and Musks subsequent tweets about Dogecoin and Peanut sparked huge interest. In addition, major exchanges such as Robinhood and Coinbase listed PEPE coins – a coin they had previously hesitated to support – marking a shift in the 加密currency landscape after Trumps victory.

In our trade analysis section, we’ll explore the latest macro picture – how our own Arthur Hayes envisions the catalysts and case for Bitcoin to hit $1 million.

数据概览

优质货币 $PNUT (+160.9%): Elon praises Peanut for saving the country

$DOGE (+ 91% ): Trump officially appoints Elon Musk as co-head of Ministry of Government Effectiveness

$PEPE (+ 90.4%): PEPE was listed on Coinbase and Robinhood this week, exceeding expectations.

Inferior currency: $LDO (-14.7% ): LDO had a great week last week, but memecoins stole the show.

$AAVE (-13.6% ): Same reasons as LDO; DeFi failed to attract investment despite also being a major beneficiary of Trump’s presidency.

$TIA (-8.5% ): No one cares about “cool tech” and VC coins.

新闻快讯 宏
ETH ETF weekly net outflow: +$556 million ( source )

BTC ETF weekly net outflow: +$1.87 billion ( source )

Donald Trump appoints Elon Musk and Vivek Ramaswamy to head new Department of Government Efficiency (DOGE) initiative ( source )

Franklin Templeton expands $410 million money market fund to Ethereum blockchain ( source )

Hawkish comments from Fed Chairman Jerome Powell throw cold water on cryptocurrency markets ( Source )

Republican state attorneys general and DeFi lobby sue SEC over crypto enforcement actions ( source )

US ETFs received $4.7 billion in inflows in 6 days, making Bitcoin the world’s seventh-largest asset ( source )

Michael Saylor: Strategic Bitcoin Reserves Have Precedents with Other Large-Scale U.S. Government Purchases ( Source )

Tether issued 5 billion USDT in 5 days to increase liquidity for the bull market ( source )

Hashkey CEO says Trump administration could affect China’s acceptance of Bitcoin ( source )

项目 VanEck launches SUI ETN to European investors, token price hits all-time high ( source )

Tether launches new platform to simplify asset tokenization process for companies and countries ( source )

Trump-backed World Liberty Financial chooses Chainlink data services, and the DeFi platform is gradually taking shape ( source )

Solana supports 89% of new token issuance, memecoin craze continues to drive network activity ( source )

Robinhood adds SOL, ADA, XRP, and PEPE support for US investors (source )

Binance Launchpool and pre-trading will list Usual (USUAL) ( Source )

McDonalds partners with Doodles to launch coffee and collectibles ( Source )

交易洞察

NOTE: The following does not constitute financial advice. This is a compilation of market news and we always encourage you to do your own research before executing any trades. The following is not meant to express any guaranteed returns and BitMEX is not responsible if your trades do not perform as expected.

Long-term outlook: What will drive Bitcoin to $1 million?

In Arthur Hayes’ recent article, he lays out why the United States is moving toward what he calls “American capitalism with Chinese characteristics” — a hybrid economic system where policies prioritize the ruling elite while selectively stimulating the economy. For those holding Bitcoin and other cryptocurrencies, this could be the most favorable environment yet to see your net worth soar.

关键点： Expect high growth in inflation-resistant assets: As fiat currencies face long-term devaluation, Bitcoin and cryptocurrencies are best positioned to prosper.

Staying Long on Bitcoin: In Hayes’ view, Bitcoin is the most effective way to hedge against what he sees as the inevitable erosion of fiat currencies.

Watch for regulatory changes: Moves to relax bank regulations and allow unlimited quantitative easing could spark inflation and further boost Bitcoin’s value as a safe haven.

Beyond Capitalism: Americas Move toward State-Controlled Growth

Hayes believes that the U.S. economy has deviated from free market capitalism and evolved into a government-controlled system focused on maintaining elite power. Since 2008, policies have socialized losses (such as bank bailouts) while privatizing gains, creating extreme wealth disparity. For Bitcoin holders, this is the perfect situation – every distortion of the fiat currency system highlights the advantages of Bitcoin, a truly decentralized asset.

Quantitative Easing for the Rich vs Quantitative Easing for the People

From 2009 to 2020, quantitative easing (QE) created a process where money flowed to the top, driving up asset prices but doing little to help average Americans. However, COVID-19 marked the arrival of “QE for the People.” Stimulus checks and direct payments to average Americans created real spending, sparked real economic activity, and provided a glimpse of what happens when money flows to the masses. This period also showed us a key point: when average people have more money, inflation sets in — bad news for bonds, but good news for Bitcoin.

Reshoring and the Rise of Americas Strategic Industries

Hayes expects that under Trump, there will be a renewed focus on reshoring key industries. The government is likely to pour subsidies and cheap financing into the domestic manufacturing, defense, and technology industries in the United States to create jobs and reduce reliance on foreign suppliers. The conclusion? As government-backed industries flourish, crypto assets such as Bitcoin will continue to thrive as an anti-fiat currency option against a backdrop of debt inflation and money creation.

Fiat currency erosion and Bitcoin hedging

Hayes predicts that inflation will rise, with the government pushing up wages through support for unions and strategic job creation. Savings and bonds will become less attractive as real returns fall. For Bitcoin holders, this environment is ideal: Bitcoin, the millennial generations financial repression hedge, becomes the best way to protect against the debasement of fiat currencies. Hayes recommends continuing to hold long BTC positions while governments pursue aggressive fiscal policies that debase fiat currencies over time.

Potential ‘Unlimited QE’ Is Good for Bitcoin

If the Fed relaxes capital rules, banks could buy up U.S. Treasuries in droves, creating nearly unlimited liquidity to finance government debt. This poor mans quantitative easing on steroids would drive massive credit growth and spur inflation – both of which have historically been associated with Bitcoin appreciation. For Bitcoin holders, this means a continued weakening of the dollar and an increasing appeal for decentralized assets.

With plans to support defense, healthcare, and reshoring, Hayes predicts a continued injection of credit into the economy. This massive debt issuance will mimic Chinas state-managed economic policies, boosting growth while devaluing the dollar. As the purchasing power of fiat currencies declines, Hayes believes Bitcoin could soar, potentially reaching $1 million per coin, as more investors view it as the ultimate inflation hedge.

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This article is sourced from the internet: BitMEX Alpha: Weekly Trader Report (November 2 – November 8)

Related: Gate Ventures Research Insights: Current Status of MEV on Mainstream Public Chains First, we analyzed the current DeFi ecosystem status of mainstream public chains from the essence of MEV attacks, because this directly affects the activity of MEV on the chain. Then we used Ethereum, Solana, Aptos, and Sui, four mainstream and relatively active public chains, as the main analysis targets to analyze the relationship between the MEV public chain architecture and MEV development. We found that the MEV system is actually closely related to the order of architecture and transactions, which also directly affects the user experience. In models such as Sui and Ethereum that use Gas Fees to sort transactions, when on-chain transactions are active (such as active Meme transactions, large price changes, NFT Mints, etc.), it will encourage a vicious cycle of higher Gas Fees, which will in turn…

#分析# 比特币# 加密# 定义# 以太坊# 交易所# 市场# 模因币# 代币© 版权声明文章版权归作者所有，未经允许请勿转载。 上一篇 Daily Planet｜Litecoin and other projects are customized as memes; Gary Gensler is sued by attorneys general of multiple 下一篇 DEXX user funds were stolen on a large scale. On-chain security is no joke 相关文章 XRP breaks new highs, the encrypted parallel world behind the fierce old currency 6086cf14eb90bc67ca4fc62b 30,083 1 Kanye West launches a new coin, “New YZY”, which will once again trigger the celebrity meme craze or is it another harve 6086cf14eb90bc67ca4fc62b 26,013 2 Data Revealed: How Much Money Can MEV Bot Make from CEX-DEX Arbitrage?Recommended Articles 6086cf14eb90bc67ca4fc62b 27,706 5 JPMD and MONY push for on-chain banking funds 6086cf14eb90bc67ca4fc62b 13,503 2 Odaily Exclusive Interview with ETH Treasury Company Bit Digital: How to Become the Only Leveraged Ethereum Player? 6086cf14eb90bc67ca4fc62b 16,615 High-Frequency Scalping, Earning $100K Annually: The Most “Boring” Profit Myth on Polymarket 6086cf14eb90bc67ca4fc62b 9,509 2 1 条评论 您必须登录后才能发表评论！ 立即登录 #BeelieverTYRDVMI 客人 “I was scammed on Coinyee in a Bitcoin investment totaling over $500k. However, I was able to recover my funds with the help of  www.BsbForensic.com They are one of the rare and trustworthy services out there.”

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