Notes
分享两条内容
第一条：火速关注粉丝代币行情。具体原因，明天小帅细说。
第二条：真正的巨鲸，即将入场。纳斯达克刚向SEC申请，取消比特币、以太坊ETF期权的25,000份持仓限制。
之前份额限制，散户够用，但对贝莱德、富达这些管理百亿资金的机构来说，根本不够。
机构买现货ETF，必须用期权对冲。没有足够期权额度，他们不敢大规模建仓。
取消限制 = 允许机构无上限对冲风险 = 允许机构无上限买入现货。
做市商不再受持仓上限约束，交易滑点降低，市场深度呈指数级增长，更难被单边操纵。当
期权工具完全放开，现货ETF的承载力才刚刚开始。
$PSG / $JUV / $BAR / $ACM / $ATM / $CITY / $INTER $OG / $ALPINE / $LAZIO / $PORTO
26世界杯🏆假如每个粉丝币都来点，一个月后是什么情况，可惜就是粉丝有个让人头疼的点，都有分批释放，风险还是挺大。
$ASR $ACM $CHZ $OG $ATM @0xMiden @openmind_agi
2026足球⚽️世界杯，这次怎么搞的没点讨论，按说粉丝币会提前炒作一波， $ACM $CHZ 把我深套， $OG 这两天又卡卡猛跌，狂热呢 激情呢 哪去了？？？
本该是足球世界最燃的周期，却安静得离谱。
也许问题不在世界杯，而在于——市场已经不再为“纯情绪”买单了。下一阶段，讲的是 真实价值、真实资产、真实流动性。
这也是为什么我开始更关注 RWA 方向，以及像@Theo_Network 这种，真正把“现实世界资产”带上链的项目。
⚽ 足球连接情绪
🏦 RWA 承载价值
这一次，叙事变了。
#WorldCup2026 #FanToken #RWA #Crypto #KaitoYap
@KaitoAI #Yap
$INTER Fan Token took a hit after Inter’s 0–1 loss to AC Milan in the Derby della Madonnina.
You can see the dip clearly in the chart sentiment shifted fast.
Meanwhile, $ACM got a boost, reminding us how directly match outcomes can ripple into token markets.
But imho this the takeaway about @FanTokens:
Volatility like this creates windows. Dips driven by emotion often leave value on the table for those watching closely.
In SportFi, the final whistle doesn’t end the game, it starts a new one on-chain ⚽️
→ Explore the ecosytem: https://t.co/Y4NH319Aiw
Followed @FanTokens since ealy days and this week feels different!
* $ACM just cleared $1 after a 20% move
* $ATM basically went vertical to $1.90
* $ASR up 41.5% too reaching $5.37
The interesting part beyond the numbers here is how quickly on-chain markets are absorbing
Followed @FanTokens since ealy days and this week feels different!
* $ACM just cleared $1 after a 20% move
* $ATM basically went vertical to $1.90
* $ASR up 41.5% too reaching $5.37
The interesting part beyond the numbers here is how quickly on-chain markets are absorbing
Followed @FanTokens since ealy days and this week feels different!
* $ACM just cleared $1 after a 20% move
* $ATM basically went vertical to $1.90
* $ASR up 41.5% too reaching $5.37
The interesting part beyond the numbers here is how quickly on-chain markets are absorbing off-chain energy.
Transfers, fixtures, club momentum, even player hype... just think about Modric moving to AC Milan!
If you're watching with a trader’s eye, you’ll miss it.
But if you’ve seen how narrative liquidity behaves in Web3, this should feel familiar.
Are you holding #FanTokens? Which one of them? 👇
And if you’re curious like I was, here’s where I started learning more about Fan Tokens: https://t.co/Y4NH319Aiw
Wake. Trade. Repeat. Withdraw😎
If you want to join my Discord community please click on this link. 👉https://t.co/W4vQ2KArDY 👈
$BTC $ETH $BNB $SOL $XRP $ENA $DOGE $INJ $JASMY $PORTAL $ACM $REI $HIFI $PNUT $PEPE $LTC $RENDER $TAO $SLP $NEO
Pick Your Side. 🫵
This week's $ACM 🆚 $INTER derby will divide San Siro in two. And we are taking this rivalry to the next level with @Socios @FanTokens.
That’s cool. Ronaldinho will airdrop tokens to fan tokens holders of teams he played in :-) $BAR $PSG $ACM $MENGO. Thats pretty awesome and interesting model.
MORNING RECAP
• $LOW Q3: EPS $2.89 (beat consensus $2.81), sales $20.2B (beat consensus $19.92B); Q3 comp sales -1.1% due to weak DIY demand, offset by storm sales and growth in Pro and online. Revised full-year outlook: sales $83B-$83.5B, EPS $11.80-$11.90.
• $ADM: Q3 profit fell due to weak North American crush margins; Nutrition segment expects better Q4 but not as high as Q3 2024.
• $CTRN: Appointed Ken Seipel as CEO; Q3 sales $179.1M, comp sales up 5.7%.
• $WEN: Ken Cook appointed as CFO, effective December 2, 2024.
• $XPEV: Q3 revenue $1.39B, above estimates; EPS loss of $1.90, worse than expected $1.71 loss. Q4 revenue forecast at $2.09B-$2.21B; launched P7+ sedan.
• $ACM increases buyback to $1B; Q4 EPS $1.27, revenue $4.11B, slightly below consensus. FY25 EPS forecast $5.00-$5.20.
• $AMCR to acquire $BERY in $8.4B stock deal at a 10% premium.
• $AVAV acquiring BlueHalo in $4.1B stock deal.
Oil prices dip as Johan Sverdrup field restarts post-outage.
• $ERII launches $50M stock repurchase.
• $NPSCY engages with $X stakeholders to push for $15B acquisition.
• $SYAXF to merge with $PLL in an all-stock deal, valuing the new entity at $623M.
• $SYM Q4 operating income exceeds expectations; sets Q1 revenue guidance at $495-515M.
U.S. defense stocks rise following Russia's updated nuclear policy and threats.
• $DOC ups 2024 FFO guidance to $1.80-$1.82, citing strong portfolio performance.
• $INCY stock drops after pausing a phase 2 study due to preclinical findings.
• $MDT Q2 revenue up 5.2% to $8.4B, raises FY25 EPS outlook slightly.
• $OMCL issues $150M in convertible senior notes.
• $SYRE plans to offer $200M in common stock and warrants.
• $AMD: Darla Smith resigns as Chief Accounting Officer on November 15.
• $GOOGL stock declines as DOJ plans to demand the sale of Chrome browser.
• $INTC: Efforts to distribute manufacturing grants under the Chips Act are stalled, with most of the $39B yet to be disbursed.
• $MSTR aims to raise $1.75B through convertible senior notes.
• $MCHP: Ganesh Moorthy retires; Steve Sanghi appointed as interim CEO.
• $SMCI stock rises after appointing BDO USA as auditor and seeking Nasdaq compliance extension
Glad to see our friends of @Bitpanda_global partnering with @acmilan. Good news for $ACM Fan Token holders eventually and @chiliz chain.