Rafayetur Rahman

Observer of invisible forces
and unintended consequences

[Watcher.Guru @WatcherGuru]

JUST IN: JPMorgan helps Solana develop new system allowing financial institutions to settle trades onchain in seconds.

[Ted @TedPillows]

Oil just dropped below $88, hitting a 5-week low.

This will ease pressure on bond yields.

[Kalshi @Kalshi]

JUST IN: Nvidia jumps to all-time high, closes in on becoming world's first $6T company

[CoinDesk @CoinDesk]

JUST IN: A key $ETH validator client pushed a last-minute patch hours before Sepolia's Glamsterdam test, which will raise the block gas limit to 200 million.

The fix clears the way for one of Ethereum's largest-ever capacity increases on a live test network.

[The Wolf Of All Streets @scottmelker]

BREAKING: 🚨 The CFTC has published an Advanced Notice of Proposed Rulemaking seeking public comment on a comprehensive regulatory framework for crypto asset transactions and markets.

The ANPRM covers section 2(c)(2)(D) of the Commodity Exchange Act and retail commodity transactions involving crypto assets (CTXs).

At the same time, the Commission is soliciting input on codifying a new subcategory of designated contract market registration known as a "crypto asset market," purpose-built specifically for CTXs.

Comments are due within 60 days of the ANPRM’s publication in the Federal Register.

Chairman Selig described the move as a critical step to ensure America remains the crypto capital of the world, with a focus on clarity, consumer protections, and rules designed to prevent fraud rather than only prosecute after the fact.

The CFTC is advancing a uniform national regime for crypto asset markets using its existing statutory authorities.

[Coin Bureau @coinbureau]

🇺🇸WATCH OUT: The US is about to sell $153 BILLION in debt today.

That includes $95B in 6-week bills and a key $58B 3-year note auction.

Strong demand could help COOL yields and SUPPORT stocks and crypto.

Weak demand could push yields HIGHER and pressure risk assets.

[Rafayetur Rahman @onugg_]

@DeItaone It matters primarily to financial markets and anyone whose decisions or finances are tied to U.S. interest rates and monetary policy

[*Walter Bloomberg @DeItaone]

🇺🇸 FED SPEAKERS — TUESDAY, OCTOBER 6

🔸9:05 AM ET — NY Fed’s John Williams (voter, dove) — Moderates panel

🔸10:45 AM ET — St. Louis Fed’s Alberto Musalem (non-voter, hawk) — Banking research conference

🔸10:46 AM ET — Fed Vice Chair Michelle Bowman (voter, dove) — Banking regulation & supervision + Q&A

🔸1:15 PM ET — Kansas City Fed’s Jeff Schmid (non-voter, hawk) — Fireside chat

🔸7:00 PM ET — Dallas Fed’s Lorie Logan (2026 voter, hawk) — Q&A with Agustín Carstens

🔸Tomorrow: FOMC minutes — potentially the more market-moving Fed event.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US data center construction spending surged +73% YoY in August, to a record annualized rate of $85 billion.

This follows a +65% YoY increase in June and marks the largest YoY increase since April 2025.

Since the start of 2021, data center construction spending has soared +$76 billion, or +823%.

Meanwhile, general office construction spending fell -10% YoY in August, to $46 billion, the 5th-lowest reading since December 2015.

Since the start of 2023, construction spending on general offices has declined -$25 billion, or -35%.

As a result, the gap between data center and general office construction spending has surged to a record $39 billion.

The AI investment surge is gaining momentum.

[Investment Wisdom @InvestingCanons]

Low expectations. High standards.

[Conor Kenny @conorfkenny]

BREAKING: 🇺🇸 SEC proposes new rules allowing investment advisers and regulated funds to custody crypto assets.

Trillions could flow into crypto.

Crypto is finally getting CLARITY!!

[Annmarie Hordern @annmarie]

Trump on the Fed to Time: “I don't blame Kevin Warsh. I probably would have voted against the board if I were him. But we have a very hostile board, and the board says, “We want to hurt Trump.” They're not doing this for you. They're doing this because they have Trump derangement syndrome.”

[Rafayetur Rahman @onugg_]

Good news is bad news for rate cuts

[Coin Bureau @coinbureau]

🚨BREAKING: Trump says he may ramp up bombing Iran after the midterms, TIME reports.

“By annihilating Iran, we’ve created peace in the world,” Trump said.

[Rafayetur Rahman @onugg_]

Keep in mind the following: You
don’t trade or invest in markets—
you trade or invest according to
your beliefs about the markets.

[First Squawk @FirstSquawk]

US 30-YEAR FIXED MORTGAGE RATE RISES TO 7.3%, THE HIGHEST LEVEL SINCE NOVEMBER 2023.

[zerohedge @zerohedge]

Personal Income 0.2%, Exp. 0.5%
Personal Spending 0.9%, Exp. 0.9%

Personal Savings rate 4.1%

[FinancialJuice @financialjuice]

US ADVANCE GOODS TRADE BALANCE ACTUAL -132.6B (FORECAST -115B, PREVIOUS -118.94B) $MACRO

[FinancialJuice @financialjuice]

US WHOLESALE INVENTORIES MOM ADVANCE ACTUAL 0.7% (FORECAST 0.5%, PREVIOUS 1.3%) $MACRO

[Tokenomist @Tokenomist_ai]

🔓 Token unlocks in October
More than $1.3B unlocking this month.

The biggest unlock of each day (UTC):

Oct 1 · $SUI · $15.4M
Oct 2 · solana:J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd · $109M
Oct 3 · ethereum:0xaaaaaa20d9e0e2461697782ef11675f668207961 · $360K

Oct 4 · $MMT · $890K
Oct 5 · $ENA · $42.8M
Oct 6 · $HYPE · $856M🔥
Oct 7 · $IN · $222K
Oct 8 · $SXT · $768K
Oct 9 · $MOVE · $1.5M
Oct 10 · $BABY · $1.9M

Oct 11 · aptos:native · $9.0M
Oct 12 · $PEAQ · $3.6M
Oct 13 · $CHEEL · $2.1M
Oct 14 · $IOTA · $646K
Oct 15 · $CONX · $14.9M
Oct 16 · $ARB · $18.9M
Oct 17 · $DBR · $12.4M

Oct 18 · $KAT · $459K
Oct 19 · $PIXEL · $530K
Oct 20 · $ZRO · $45.0M
Oct 21 · ethereum:0x712bd4beb54c6b958267d9db0259abdbb0bff606 · $208K
Oct 22 · $LMTS · $3.9M
Oct 23 · $APR · $20.2M
Oct 24 · $SOSO · $7.3M

Oct 25 · $XPL · $22.1M
Oct 26 · $SAHARA · $1.4M
Oct 27 · $YGG · $90K
Oct 28 · $SIGN · $5.0M
Oct 29 · $FF · $27.4M
Oct 30 · solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS · $9.9M
Oct 31 · $FLOCK · $1.0M