@Mulana_intern

Bridging TradFi & Crypto Macro × On-Chain | RWA | Hybrid Portfolio Insights Free research/biweekly 👉https://xitter.cf/t.co/FzJXLjbh4e Always DYOR — Not Advice

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Joined March 2024
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1/ Morning Brew ☕ | Market Recap [Oct/22] AI Funding Scrutiny Wrecks Tech & Credit: Mounting scrutiny over AI financing constraints & free cash flow repriced the tech capex cycle into a broader macroeconomic growth scare. #AI #Tech #Credit #Macro
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12/ Key Asset Performance (24h): • S&P 500: 7,663.43 (-1.21%) • Nasdaq 100: 28,958.69 (-2.90%) • Hang Seng (HSI): 22,934.68 (-3.03%) • CSI 300: 4,036.30 (-1.84%) • BTC: $81,305.90 (-3.24%) • ETH: $2,385.97 (-3.47%) #Crypto #Equities #Markets #Trading #Bitcoin #Ethereum
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13/ Commodities & Sentiment Snapshot: • WTI Crude Oil: $98.96 (+1.58%) • Gold: $4,027.90 (-2.58%) • Silver: $54.654 (-5.59%) • Market Fear & Greed Index: 20 (Extreme Fear) • Crypto Fear & Greed Index: 48 (Neutral) #Gold #Oil #Silver #Trading #Sentiment #Macro
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1/ OCC has finalized its GENIUS Act rule for payment stablecoin issuers, setting requirements for at least 1:1 reserve backing, redemptions, capital and custody. Effective 18 Jan 2027. For investors: who captures the profits?
OCC
@USOCC5h
As required by the GENIUS Act, requirements are tailored to issuers’ business models and risk profiles, with examination cycles reflecting their size and complexity. This approach combines robust oversight with proportionate requirements, supporting opportunities for community banks to participate in the new industry. Learn more at occ.gov/GENIUS.
GENIUS Act Final Rule. Fact: The OCC’s final rule supports fair competition and responsible innovation by generally applying the same requirements to bank and nonbank payment stablecoin issuers. OCC.gov

ALT GENIUS Act Final Rule. Fact: The OCC’s final rule supports fair competition and responsible innovation by generally applying the same requirements to bank and nonbank payment stablecoin issuers. OCC.gov

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4/ For $CRCL , clearer rules could bring more institutional adoption, but also more competitors. And platforms controlling customer access would demand a share of reserve income. USDC growth matters. How much Circle keeps after distribution costs matters more.
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5/ $BNY has a different opportunity: qualifying custody exposures are exempt from the 40% counterparty cap. That could let BNY scale across issuers without needing one coin to win.
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1/ Strive listed $SATS on Tuesday, currently yielding at 15.86%, versus $SATA's 13.31%. Does ~255bp adequately pay for the extra risk?
Strive
@StriveOct 20
SATS is now listed on Nasdaq. 15.00% fixed annualized dividend rate based on $100 stated amount. Paid every business day. First dividend: November 9, 2026, inclusive of dividends accrued since the October 20 closing. $SATS $ASST $SATA
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6/ $SATS offers a fixed payout rate, while $SATA can reduce its variable dividend if required yields fall. Using $SATA's 13.31% as a reference, a simple $15/ required yield gives $SATS: +300bps premium: $91.97 +400bps premium: $86.66
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7/ At current price $94.58, $SATS offers only 255bps for its junior ranking and dependence on continued financing. So the Q for investors is whether that premium justify the risks you take.
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