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Market Pulse 📊
US spot bitcoin ETF demand was uneven. The funds drew $526.7 million on Monday, their strongest day since September 22, but BlackRock’s IBIT accounted for all inflows while Fidelity and Grayscale products saw outflows.
Separately, Switzerland’s FINMA approved the country’s first retail fund holding bitcoin directly, subject to custody and investor protection safeguards.
BREAKING
$CHWY is now LIVE on Solana.
Chewy is a leading online retailer specializing in pet food, treats, supplies, medications and pet healthcare services.
Trade $CHWY 24/7 on Jupiter.
BREAKING
$RIOT is now LIVE on Solana.
Riot Platforms is a publicly traded U.S. company focused on Bitcoin mining and digital infrastructure.
Trade $RIOT 24/7 on Jupiter.
MARKET PULSE 📈
Anthropic’s leaked prospectus is the week’s real alpha. ~$2T target. Book up to ~$100B. Revenue ~$4.6B in 2025 after a 12x. Losses still huge.
The line that actually moves Mag 7: ~$518B of compute, mostly take or pay. Google ~$111B.
Amazon ~$110B. Microsoft ~$31B. Nvidia in talks as anchor. Cash and allocation event for the same stack holding the index up.
Macro under it:
August PCE cooler than feared. October hike odds fell. Nasdaq liked it. S&P barely cared.
Oil is still the tax WTI ~$90, Brent still three figures.
10-year ~5.2%. 30 year tagged early 2000s levels. Consumer confidence rolled over. Soft PCE bought Nasdaq a session. It did not fix duration or crude.
JUST IN: Someone already pulled a Rolex from the new Watch Timepiece Pack valued at $13,780 🔥
That’s 27.56x on the rip!
Didn’t take long for this pack to start cooking
Bring the pull to Jupiter Discord and talk it through with the collectors 👇