Friday, October 23
$1.2B BTC options expiry
About $1.2B in BTC options open interest expires on Deribit.
$BTC
About $1.2B in BTC options open interest expires on Deribit.
The macro calendar looks relatively quiet, but there's plenty happening underneath the surface.
Nothing scheduled
Nothing scheduled
Nothing scheduled
Meanwhile, the Fed remains in blackout ahead of its October 27–28 meeting, following September CPI at 3.7%.
The bigger picture: US spot $BTC ETFs have now recorded two consecutive weeks of net outflows.
$ETH ETFs also lost ~$320M last week.
So while infrastructure keeps improving and regulatory frameworks move forward, institutional demand has been pulling back. That's the part I'm watching.
Can these catalysts attract fresh capital, or will they struggle to move prices in a market still waiting for buyers?
The technology keeps moving forward. Now we need to see whether the capital follows.
About $1.2B in BTC options open interest expires on Deribit.
About $1.2B in BTC options open interest expires on Deribit.
Regulated $UNI and $BCH futures, pending regulatory review.
CME Group plans to launch regulated UNI and BCH futures, pending regulatory review.
Another step toward bringing altcoin exposure into traditional financial infrastructure.
Comments close on the proposed Regulation Crypto Assets framework. A deadline, not a rule taking effect.
The SEC closes public comments on its proposed Regulation Crypto Assets framework, including a $5M startup exemption and up to $75M in annual fundraising exemptions.
It's a comment deadline, not a rule taking effect.
Fresh supply into a market already struggling with demand.
$ZRO faces a scheduled token unlock, adding fresh supply to a market already struggling with demand.
Finality of ~150ms, against ~12.8 seconds today.
Solana is scheduled to activate Alpenglow on mainnet, targeting finality of ~150ms versus ~12.8 seconds today.
A meaningful consensus upgrade, though actual mainnet performance remains to be seen.
US flash Manufacturing and Services PMIs, and final Michigan consumer sentiment.
The Fed is in blackout ahead of its October 27–28 meeting, so the data speaks without commentary.
About $1.2B in BTC options open interest expires on Deribit.
About $1.2B in BTC options open interest expires on Deribit.