Moonletter — Dark Edition
Your smart, skimmable brief on crypto markets, on‑chain trends, and what's next.
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BTC
$115,000
▲ 1.3%
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ETH
$4,170.58
▲ 2.3%
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SOL
$200.18
▲ 0.4%
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BTC.D
57.8%
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GAS
0.755 gwei
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Playbook in 30s
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Bias
Tactically risk-on: BTC dominance steering flows; alt moves are rotational, not conviction. Size positions, prefer liquidity over bravado.
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Catalyst
Steady BTC bid, neutral Fear&Greed and rock-bottom ETH gas - rollups and cheap swaps could amplify flow without headlines.
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Watchlist
USOL/USDC for stableflow and fee capture, USELESS/SOL as a volatility trap, JLP/SOL for liquidity takeovers; watch dominance shifts and slippage.
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CEX Top Movers (24h)
| 1. |
BTC |
▲ 1.3% |
| 2. |
ETH |
▲ 2.3% |
| 3. |
SOL |
▲ 0.4% |
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DEX Trending Pairs
| 1. |
USOL/USDC |
▲ 0.1% |
| 2. |
USELESS/SOL |
▼ 5.8% |
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JLP/SOL |
▲ 0.3% |
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24h Volume
167.50
Global exchange volume ⓘ
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DeFi TVL
157.50
Total value locked ⓘ
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Fear & Greed
51/100
Neutral
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| Narratives & Catalysts |
- BTC dominance (~58%) is gravity - alts orbit while traders nibble. Catalyst: macro prints and whale rebalances.
- ETH"s +2% is rotation, not revival; real catalysts: L2 adoption, staking flows and fee compression.
- Headlines from crypto.news / cryptonews.com / crypto.com move sentiment faster than logic. Catalyst: regs and exchange filings.
- Tactically risk-on - small sizes, liquidity first. Catalyst: option expiries and transient liquidity holes, not bravado.
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CoinDesk (coindesk.com)
CoinDesk - Crypto Markets Today: Bitcoin surges past $115K as Fed-cut odds rise
Bitcoin led a Monday bounce above $115k as markets priced in a Fed cut; BTC dominance ticked up and 30‑day implied vol eased - a classic risk‑on-but-cautious setup where flows track BTC first and alts rotate second. Watchlist impact: BTC dominance steering flows means prioritize liquidity (USOL/USDC
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CoinDesk (coindesk.com)
CoinDesk - ClearBank to join Circle payments network, widening MiCA‑compliant USDC rails
ClearBank will join Circle’s payments network to expand access to MiCA‑compliant USDC in Europe - a practical rails improvement that should boost institutional and cross‑border stableflow. Watchlist impact: better fiat/stable rails generally increase USDC utility and on‑chain flows (good for USOL/US
Read →
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CoinDesk (coindesk.com)
CoinDesk - Restoring ZEC privacy on Solana via Encifher
Encifher’s eZEC brings Zcash‑style privacy onto Solana, which means privacy‑aware trading flows will be available on the chain. Watchlist impact: more on‑chain volume on Solana can lift DEX routing and fee capture for stable pools (USOL/USDC), but private‑asset flows can also raise slippage and
Read →
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| On‑Chain Metrics |
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Flows
Exchange Netflow
BTC: — • ETH: —
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Activity
Active Addresses
BTC: 346,044 • ETH: 644,801
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Upcoming Events
| 10/28 |
Watch Ergo (ERG) |
| 10/29 |
Watch EVAA Protocol (EVAA) |
| 10/30 |
Watch Zcash (ZEC) |
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