A quick look back at Bitkub InZights 2026: Market Recovery, A New Season by Bitkub Academy x Stable! @Stable @USDT0_to 💚🔥 . Thank you to everyone who came out to recharge their investment strategies for 2026. From expert-led insights on crypto, gold, and stocks to security workshops and exclusive giveaways from Stable, SiamBC, and Yodcha, we hope you are fully inspired and ready for the next market cycle! 👋✨ . #BitkubInZights# #BitkubAcademy# #BitkubxStable# #Stable# #USDT# #SiamBC# #Yodcha# #MarketRecovery# #Crypto# #DigitalAssets#

Leverage is skyrocketing in this market: US leveraged ETFs have attracted +$15 billion in inflows over the last month, their largest 1-month rolling inflow in at least 2 years. This marks a sharp reversal from -$2 billion seen in early October. By comparison, during the April 2025 market recovery, this figure peaked at +$12 billion. The surge has been primarily led by retail investor demand for leveraged tech equity ETFs. The 3x leveraged long Semiconductor ETF, $SOXL, alone attracted +$7.3 billion in October, its largest monthly inflow on record. Retail investors are aggressively piling into leveraged equity ETFs.

RootData Stock Derivatives Exchange Ranking: Top 5 24h Volumes All Decline; Crypto Market Recovery May Be Diverting Liquidity According to RootData's stock derivatives exchange ranking, all Top 5 platforms recorded declines in 24-hour trading volume. 🔻Binance: 24h volume ~$21.03B | -31.04% 🔻Hyperliquid: 24h volume ~$3.68B | -31.01% 🔻Gate: 24h volume ~$2.81B | -43.16% 🔻OKX: 24h volume ~$4.70B | -41.39% 🔻Bitget: 24h volume ~$2.20B | -26.92% At the same time, OI in crypto derivatives rose notably. According to Coinglass data: 🔸Bitcoin futures OI: 734,900 BTC ($54.97B) | +5.65% (24h) 🔸Ethereum futures OI: 13.14M ETH ($30.92B) | +5.17% (24h) 👉

Short sellers are paring back bets against BYD ahead of earnings, with the Chinese electric vehicle giant poised to post a rebound in profit helped by accelerating overseas sales and a domestic market recovery

Some data worth sharing from Aave v3. Lately, I've been pretty impressed by how well @aave is executing. But despite the market recovery, DeFi still has a long way to go. There's an interesting trend in Aave V3: capital utilization. Back in July 2022, utilization was around 60–70%. After a wave of liquidations, it collapsed to roughly 30%. Since then, it's been recovering gradually. Today we're at ~41%, with recent peaks approaching 50%. I think this reflects a more mature DeFi market, with users becoming more sophisticated in how they manage leverage and borrowing. And with improvements in capital efficiency and growing institutional adoption, especially around Bitcoin, I wouldn't be surprised to see utilization continue climbing.

Shares of Hong Kong developers dropped after the city followed the Federal Reserve with an interest rate increase, fueling concerns that higher borrowing costs may derail a nascent housing market recovery

Bitcoin and gold are increasingly moving together: The 90-day correlation between Bitcoin and gold prices is up to +0.50, almost matching the all-time high set during the 2020 pandemic. This figure has more than doubled since the start of the year. By comparison, following the 2022 bear market recovery, the 90-day correlation rose to +0.30. The recent surge accelerated following the US Treasury announcement on August 19th that it would at least double its buybacks of long-dated government debt, from $2 billion to $4 billion per operation. Meanwhile, the 90-day correlation between Bitcoin and the Nasdaq 100 is down to ~0.30, a 1-year low. Investors are increasingly turning to both gold and Bitcoin as hedges against currency debasement.

I think bringing back trenches means 1) making early believers & users rich and 2) spreading that message beyond CT. KOL memecoins are zero sum game where CT degens play in the casino. But it mainly stays within our own circle. So new people will join when some unique opportunities arise that end up on mainstream news Something like polymarket making many new rich with HUGE airdrop. It could be a disbelief story on Bloomberg to people who never heard of ‘airdrop’ Or a general crypto market recovery that would bring back FOMO. Saying that, KOL memecoins could still ‘bring back the trenches’ if it instills bullish sentiment in crypto natives who still hold onto their stablecoins. The first sign of that would be huge $SOL outperformance but $SOL started outperforming when this kol meme meta started. (Ironically, $ETH is looking good and more serious bet). Lastly, HYPE was perhaps the most successful ‘trenches’ story this cycle with so many ‘ new rich’. But even it likely only instilled FOMO into farming other perp dexes. In other words, trenches stay localized and we need something TOTALLY new to really bring back the trenches. Not something old that has tainted track record.