O caminho até a riqueza absoluta! a verdadeira razão por qual vivemos. Esta perdido? não se preocupe vamos sair dessa juntos. space todos os dias às 15:30!
Instead of trying to guess the bottom of the market, I’m going to do something much simpler:
buy every week.
I’m starting a new recurring investment plan directly through Binance, using weekly DCA.
My initial basket will be:
₿ $BTC ◈ $ETH ◎ $SOL 🚀 $SPCXB
The rule is simple: consistency > trying to predict the market.
📊 From now on, every Monday I’ll publish an update of this wallet showing:
• contribution made • total amount invested • accumulated quantity • average price • wallet ROI • performance of each asset • mistakes, wins, and strategy changes
And most importantly: I’ll also show when I’m in the red.
DeFi Operational Alert — MetaMask Responds to Security Incident
MetaMask reported an incident still under investigation involving part of its infrastructure. As a precautionary measure, it began withdrawing affected validators from its staking operations. The company states it did not identify an immediate threat to wallets, that staking is non-custodial, and that it does not control customers’ withdrawal keys. The removal of the validators would already have been initiated, with completion expected by 7/10, although the full withdrawal may take longer. Why it matters: this is widely used infrastructure in the Ethereum ecosystem. The preventive exit of validators shows a concrete operational impact, but there is still no public evidence of compromise of seeds, private keys, the wallet extension, or users’ funds.
Relevant update — PCE eases the Fed, but not long-term rates
New development on 9/30: the market began attributing about a 65% chance to keeping interest rates steady in October, versus 55% before the PCE. The 2-year Treasury yield fell to 4.868%, but the 10-year yield rose to 5.272% and the 30-year yield to 5.6298%. In other words: expectations for immediate tightening eased, while the cost of long-term capital worsened. Reuters associates this long-standing pressure with fiscal deterioration, increased debt issuance, and energy inflation linked to the conflict with Iran; Brent was up toward $103.71.
You’ll probably see some version of this headline today.
But that’s not what happened.
And the REAL story is interesting enough on its own.
CSD BR, a company authorized in the Brazilian financial market, began recording on the XRP Ledger a representation of interests in selected BTG Pactual funds.
And here’s the huge number:
the CSD BR infrastructure holds more than R$22 TRILLION in recorded assets.
Approximately US$4 trillion.
But pay attention:
those US$4 trillion were NOT tokenized on the XRPL.
The first phase starts with selected BTG funds.
The official record remains the CSD BR system.
The XRP Ledger works as a second layer for recording and verification.
To me, that’s exactly why the news is interesting.
It’s not a promise that “one day banks will use blockchain.”
It’s public blockchain being tested within a regulated financial infrastructure with real assets.
And if this phase works, the next step being studied is even bigger:
issuance and trading of assets directly on the XRPL, including instruments linked to the real estate market and agribusiness.
Now comes the question I think is the most important:
is this bullish for the XRPL ECOSYSTEM.
But how much of this value will the token $XRP actually capture?
But I think the most important number is NOT the revenue.
It’s the margin.
Even $MUB itself projected approximately:
US$50 billion in revenue ≈86% gross margin ≈US$31 earnings per share
That’s absurd for a company that for a long time has been treated as a “cyclical” memory manufacturer.
And here’s why:
AI doesn’t just need GPUs.
It needs A LOT of memory.
HBM has become a key component to feed AI chips with data fast enough.
So, for me, tomorrow’s result will answer a bigger question than:
“Did Micron beat or miss the consensus?”
The question is:
can this memory supercycle really continue?
If Micron delivers margins near or above 86% and still shows strong demand for HBM, the thesis that AI is structurally changing the memory market gains momentum.
But there’s a risk I wouldn’t ignore:
$MUB has already risen a lot, and expectations are enormous too.
When everyone expects an outstanding result, sometimes “excellent” just isn’t enough anymore.
What I want to see above all:
margin guidance demand for HBM and how much the company plans to invest to increase capacity.
Because strong results count the past.
Guidance tells you what the company is seeing ahead.
Aave V4 has started to accept tokenized versions of stocks like Apple, Nvidia, Tesla, Microsoft, Amazon, Meta, and Alphabet as collateral for loans in USDC.
This is DeFi starting to talk directly with assets from the traditional market.
The second:
Stani Kulechov raised the possibility of adding an AAVE burn to the next Aavenomics.
And here I’d make an important distinction.
TOKENIZED STOCKS: are already working on Aave V4.
AAVE BURN: is still a possibility under discussion.
This difference matters.
Because the market tends to price an idea before it even becomes reality.
To me, AAVE became interesting specifically because it has:
real product + RWA narrative + possible tokenomics change.
But after +13%, this is still a narrative-driven analysis.
Macro Alert — U.S. long-term yields hit two-decade highs
New development on 28/9: the 10-year Treasury yield reached approximately 5.24%, the highest level since 2007, while the 30-year yield climbed to about 5.56%, the highest since 2004. Brent settled at US$105.28, pressured by tensions between the U.S. and Iran. The implied probability of another Fed rate hike in October rose to near 70%. Why it matters: this is no longer just about expensive oil or a negative day in BTC. The market is pricing in: persistent energy inflation;
What is a blockchain technology company headquartered in London that aims to achieve universal interoperability between blockchains through its Overledger OS operating system.
The main product, Overledger, is an API gateway that integrates permissioned and permissionless blockchains through a single gateway. The Overledger Network is a community-run network that hosts remote connector gateways, which process transactions on Overledger.
Fealty Cripto
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Bullish
$QNT +39% in 24 hours.
Normally when I see a number like this, I think:
“that was already too much.”
But I went looking for the reason… and found something that really deserves attention.
The Clearing House chose Quant’s technology for a new infrastructure of tokenized bank deposits in the US.
To give you an idea of the scale:
The Clearing House operates networks that settle more than $2 TRILLION per day.
The idea is to connect tokenized money with systems that American banks already use, like RTP and CHIPS.
This interests me because we’re not just talking about:
“blockchain will change banks someday.”
There’s a real project being built.
Now here’s the part I wouldn’t ignore:
Quant being selected doesn’t automatically mean that the token $QNT captures all of that value.
That relationship needs to be tracked.
So for me, the move became interesting…
but after +39%, it also became much easier to jump in emotionally.
$QNT #Quant #RWA #tokenizations
For you, does a real partnership with banks justify looking at a token even after a run like that… or is that exactly when caution needs to double?
''JURRIEN TIMMER:'' The Bitcoin power-law mathematics continues suggesting that a new cyclical altcoin bull market is underway after halting at US$ 60 thousand, aiming for US$ 300 thousand in 2029.