็™ป้Œฒใ—ใฆๆ‹›ๅพ…ใƒชใƒณใ‚ฏใ‚’ๅ…ฑๆœ‰ใ™ใ‚‹ใจใ€ๅ‹•็”ปๅ†็”Ÿๅ ฑ้…ฌใจ็ดนไป‹ๅ ฑ้…ฌใ‚’็ฒๅพ—ใงใใพใ™ใ€‚

Merkle3s Capital
@Merkle3sCapital
Hybrid Global Web3 Fund Originated from Hong Kong Focus on R&D of Blockchain Tech and AI.
ๅ‚ๅŠ  August 2023
15 ใƒ•ใ‚ฉใƒญใƒผไธญ    3.8K ใƒ•ใ‚กใƒณ
Merkle3s Weekly โ€” Three Things You Need to Know 1๏ธโƒฃ Fed On Hold The economy runs hot, inflation runs hotter โ€” and the Fed chose to do nothing. ๐Ÿ‘‰ Oct 28 FOMC held rates at 3.75%โ€“4.00% in a 10-2 vote; two dissents demanded a hike. ๐Ÿ‘‰ Sep PCE 3.6% YoY, core 3.1% โ€” miles above the 2% target; Q3 GDP 3.4% beat; consumer confidence 91.7 smashed expectations. ๐Ÿ‘‰ Odds of a December hike jumped to ~75%; Friday's Oct jobs and Tuesday's Oct CPI will decide December's move. 2๏ธโƒฃ TradFi Onchain Wall Street just dragged Hyperliquid perps inside the US compliance regime. ๐Ÿ‘‰ Oct 29 ICE (NYSE parent) took a strategic stake in Trade[XYZ], bringing Hyperliquid onchain perps to US markets โ€” crypto, equities, commodities, FX, 24/7. ๐Ÿ‘‰ Licensed FCM + KYC, segregated clearing house for risk isolation; OKX JV handles distribution, pending CFTC approval. ๐Ÿ‘‰ $HYPE spiked 20% past $96 before settling at $84; Stan Druckenmiller's first-ever X post announced his investment. 3๏ธโƒฃ IPO Eve Onchain pre-IPO perps are already betting on a company that hasn't even priced. ๐Ÿ‘‰ Nov 2 S-1/A with Q3 financials: $17B revenue (+1100% YoY), GS/MS underwriting, targeting a $1.5โ€“2T valuation. ๐Ÿ‘‰ TradeXYZ listed xyz:ANT perps (10x leverage, opened $138, fell to $110); Hyperliquid HIP-3 also runs an ANTH synthetic market. ๐Ÿ‘‰ Roadshow could start as soon as next week; Polymarket gives the $1.5โ€“1.75T range the highest odds.
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