I heard that Solana is partnering with Anchorpoint—here’s the key point: it’s not about adding another stablecoin, but rather a licensed HKD token going live on a public chain. Anchorpoint is a joint venture between Standard Chartered Hong Kong, HKT, and Animoca, licensed by the HKMA. They’ve signed an MOU with the Solana Foundation to enable native minting and redemption of HKDAP on Solana—the first public blockchain to enter into this type of partnership. The volume is still small, but the direction is clear: HKDAP is circulating at around $103 million, while total stablecoins on Solana have already surpassed $14 billion. This opens significant potential for retail payments and tokenized assets. What I like most: Asian currency doesn’t need to go through USD to get on-chain. But this is still just an MOU—the official Solana version hasn’t launched yet—so be cautious of fake tokens labeled HKDAP on Solana.

Today, Bitcoin turns 18 years old, counting from the day its whitepaper was released on October 31, 2008. Back then, it was just a 9-page PDF, worth $0, with no exchanges and barely anyone believing in it. Today, BTC hovers around $77,300, with a market cap exceeding $1.55 trillion, becoming something that even banks and governments can’t ignore. Ironically, this very birthday month, October, just wiped out around $300 billion from the entire market—the month traditionally called “Uptober” turned red this year. In the past 24 hours, 254,000 traders were liquidated for $1.68 billion, while whales quietly accumulated 2,573 BTC—roughly $202 million. Over the past 18 years, people have declared Bitcoin dead countless times—and yet it’s still here. I’m still sitting here eating noodles, staring at the charts like always, except now my bowl of noodles costs a little more than before. What do you think: in another 18 years, will people speak of Bitcoin as an asset—or as the wildest chapter in financial history?

This morning, I looked at the BTC chart and it reminded me of waiting for the last train at Shinjuku. Below, the 200-day moving average hovers around $76,400–76,600, and price has been drifting just above it after touching a low of $76,368 overnight. What caught my attention more than the price, though, was sentiment. The fear & greed index dropped from 51 to 29 in a single day—shifting from neutral to fear after just one red candle. In just 24 hours, $1.57 billion in futures positions were liquidated, with $522 million in BTC and $361 million in ETH. What’s strange is that price didn’t drop further. BTC remains around $77,300, BNB has recovered to around $704, and SOL is holding near $96. It’s as if the panic sellers have all exited, leaving only those watching the last line on the chart. I won’t guess whether this line will hold or break. If it holds, this will become the most-told story of November. If it breaks, the next level everyone’s talking about is around $73,000. Which side are you on—the ones believing the 200-day MA holds, or the ones waiting to buy even lower?

Today, I noticed a funny paradox: Bitcoin ETFs saw a net outflow of $137 million today, bringing the total outflow over three sessions to nearly $424 million—yet BTC still dropped below $80K, hitting $79,600 before slowly recovering to around $80,100. Big money quietly accumulated spot BTC, while leveraged longs lost $356 million in just 24 hours. In the same market, one side is accumulating, while the other is paying the tuition. I’ve drawn one simple conclusion: the market doesn’t reward those who guess the direction fastest—it rewards those who stay seated at the table longest. Today, are you the accumulator or the student paying tuition?

I see this as the true moment Wall Street fully steps onchain. ICE, the parent company of the NYSE, has just partnered with trade[XYZ] to bring perpetual futures to Hyperliquid for U.S. traders, pending final approval. The most significant new number: HYPE surged nearly 17% to around $94.80, just 7% below its September all-time high. trade[XYZ] has processed over $650 billion in volume in just over a year, spanning crypto, equities, commodities, and forex. My favorite division of labor: Hyperliquid provides the infrastructure via HIP-3, trade[XYZ] designs the market, and ICE operates the exchange and handles payments under U.S. standards. Perps are no longer just an offshore specialty. If approved, this will be the first time an onchain perpetual enters the official U.S. derivatives market.

I think Ondo is truly bringing RWA into real life with this move. Seven Intelligent Portfolios have just launched on Solana, three of which follow strategies designed by BlackRock and trade using just a single token, with smart contracts automatically rebalancing. The real numbers speak volumes: in the first four weeks on Ethereum and BNB Chain, Ondo attracted over $40 million in TVL, and its tokenized assets on Solana have now surpassed $500 million. This isn’t just hype—real money is flowing in. Looking broader, the total value of tokenized equities across the entire market has risen from under $1 billion at the start of the year to $4.63 billion. Anyone who still claims RWA is just a narrative hasn’t looked at the data. All I see is one clear trend: Wall Street is being packaged into tokens, and Solana has just gained a major piece of the puzzle.

I think the biggest scam this month isn’t any dump—it’s the very name “Uptober.” Everyone enters October with an almost automatic belief that it will be green, since October has averaged an 18.1% gain since 2020. But what’s the reality? So far this October, the market is down 4.2%, and at risk of becoming the second consecutive negative October. The numbers behind it are even harsher: spot buying demand has been negative since October 14, totaling a net outflow of 76,000 BTC over the past 30 days. Trader profit margins have dropped from 33% to just 8%, meaning the accumulated profit buffer from September has nearly been wiped out. I believe the issue isn’t that October has lost its magic—it’s that the crowd believes in the name more than in the actual money flows. When the entire market bets on a single narrative, that narrative becomes a trap for those who arrive late. Do you still believe in Uptober? Or from now on, do you automatically avoid anyone bringing up history?

BNB Chain has just flipped the Jenner switch on the BSC testnet, and I find this to be a worthwhile upgrade. The Payment Lane dedicates 5% of block gas exclusively for payments, ensuring that during network congestion, payment transactions still have a dedicated path—free from competition with bots. It also introduces millisecond timestamps for smart contracts and the CAS20 standard. While the entire market is volatile and BNB remains steady around $755, the only major coin in the top tier trading in green, this upgrade further demonstrates that BNB Chain is built for real-world use. The chain that first nails its payment infrastructure will win in the long run.

This morning, the Fed will finalize interest rates, and everyone on the timeline is acting like they’re cramming for an exam—charts open, predictions about market direction flooding the feed. But looking back at yesterday’s numbers, it’s almost laughable: BTC spent the entire day trading between $79,400 and $81,150—a range of less than 2.2%, closing up just 0.8%. Of the top 50 coins, 28 were green, yet the median gain was only 0.3%, meaning most barely budged. Let’s be honest: this kind of market doesn’t reward those who guess well—it rewards those who sit still. Every trade you make within this narrow range just hands fees to the exchange. Even if you guess right three times, one wrong call breaks even. I used to stay up all night staring at charts before every Fed meeting. Now? When the market is flat, I’m flat too. Tonight, I’m having a warm bowl of ramen, getting a good night’s sleep, and waking up tomorrow to see what the Fed says—then deciding what to do next. No more watching 15-minute candles one by one. What about you? Will you stay up watching the charts tonight—or will you choose a good night’s sleep?

Watching BNB Standard ring the Nasdaq bell, it’s clear that BNB is truly moving from the crypto market to Wall Street. CZ said something that really struck me: BNB Chain serves 30 million people each month and has the highest liquidity among RWA assets. This number—30 million—isn’t just for show; it’s backed by BNB Standard’s listing on a U.S. exchange, giving American investors a legitimate way to gain exposure to BNB through stocks. This is the milestone many chains have dreamed of but never reached: maintaining real users while earning Wall Street’s recognition. Those who dismiss BNB as merely “a chain for an exchange” might need to reconsider—it’s standing right there at Nasdaq.