Soren Hall

[Soren Hall @sorenhall_]

Do y'all send a little test amount first when moving stablecoins, or do you just trust you copied the address right?

[Soren Hall @sorenhall_]

BTC drops and I'm checking the chart every 10 minutes even with stablecoins sitting there

[edo @edoweb3]

sometimes all you need to do is hold stablecoins

buy btc, dca if it goes lower, wait next bull, congrats your portfolio is at least 2-3x

we saw it with Elysium, the tek had some problems & market wasn't the best to launch

if you are wondering, yes yesterday I missed runners but also saved my portfolio

be strong, good days are coming

[Soren Hall @sorenhall_]

@injective Onchain stock perps in the US could get real interesting

[Mando @rektmando]

🟥 Things I'm looking at today 🟥

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Subscribe: https://t.co/7EJrnNibAt

Alts lead crypto selloff, US strikes Iran, Jensen admits scandal

Crypto

* BTC: 74,067 (-2%) | BTC.D: 60.2%
* ETH: 2,106 (-6%) | BNB: 681 (-2%) | SOL: 86 (-4%)
* Fear & Greed: 30 | 24h Liq: $1,127M
* BTC ETFs: -$412M | ETH ETFs: -$93M
* Top Gainers: JCT, RITUAL, AIOT, RSR, PIEVERSE
* Alts lead crypto’s weekend slump
* 70% of Binance listed alts below 200dma
* BTC hits bull market support band
* Hyperliquid whales pile into BTC shorts
* BTC under $80K risks year-end cascade: BBG
* Crypto for 401k rule lands at White House
* Blockstream details quantum proof BTC signatures
* Strive on track to overtake Metaplanet holdings
* ETH should be a store of value: Vitalik
* Zcash devs propose another block time cut
* Coinbase wins final approval for bank charter
* Blumenthal threatens crypto firms incl Binance
* Binance CFO leaves after record hack
* Trump distances himself from WLFI bets
* Keplr halts Google, Apple logins after drain
* US cuts MEXC off from financial system
* Exchanges curb deposits after MEXC crackdown
* US sanctions 8 Canadian firms over Iran links
* Crypto unsuitable for general public: SGP’s MAS
* Binance France to close all accounts by year-end
* Thailand files criminal complaint against Bitget

Macro

* NASDAQ: $24,580 (+1%) | Gold: $4,100 (+1%)
* This week: CPI, PPI, Home sales data
* US strikes Iran near Hormuz again
* New Iran attacks unlikely: Trump
* Futures whipsaw on Jensen spy scandal
* US jobs data better than expected
* Trump asks DOJ to probe Democrat 'extortion'
* Treasury readies debt buybacks of up to $95B
* Trump names Stephen Miller chief of staff
* GOP facing defections in Hegseth impeachment
* Dems plan to block $1.5T military budget
* Iran talks not productive: Rubio
* Israel must repay US for Iran war costs: Trump
* Houthis strike Saudi Aramco tower in Riyadh
* Iraq strikes US deal to ship oil past Hormuz
* Ukraine strikes Russia’s second largest refinery
* UK blames Russia for sabotage across Europe
* China PPI hits post Covid era high
* Taiwan curbs short-selling after stocks crash
* Paraguay's Senate impeaches president

AI & Tech

* Nvidia slumps before market, Jensen admits affair
* Jensen to remain CEO amid probe: Nvidia
* Spy-linked firm bought $5b Nvidia chips in 2 years
* Jensen hasn't done 'anything wrong’: Trump
* Rubio flagged Jensen’s China ties risk months ago
* Trump, DoJ weighed sending ‘AI leader’ to prison
* Anthropic IPO roadshow to start this week
* Anthropic to pay $3.4B for gas fired generators
* Anthropic now targets $1.5T IPO valuation
* Apple races to turn Siri into an AI agent
* Microsoft winds down Oracle AI cloud deal
* Crusoe offloads troubled Wyoming DC to Google
* Senate eyes bill to fast-track AI DC, power grids
* Sanders pushes for national DC moratorium
* US DC construction +90% y/y in Sep
* Voters reject AI DCs in 40/41 US local measures
* Bloomington votes to ban ‘future’ AI systems
* Elon’s Terafab targets 1m wafers a month
* SpaceX plans $24B AI supercomputer at Starbase
* SpaceX’s government revenue to shrivel: Elon
* Tesla winds down Cybertruck for robotaxis

@YEET: Crypto's Casino
Just passed $3.6B in lifetime volume!

Pionex: World’s Leading Bot Trading Platform

gm

[Soren Hall @sorenhall_]

I'm just trying to get groceries without every loyalty card turning my shopping list into an ad profile 😑

[Whitney Houston @SCgirl111]

Kroger made half a BILLION dollars selling their customers information in just 1 year!!!! Over 35% of their income is from selling our info. Not selling groceries. And they can sell it as much, as often, and to whoever they want to. Where’s our government representatives stopping this stuff?

[Soren Hall @sorenhall_]

I don't get why people call holding stablecoins pointless when sometimes you just want dollars ready to move.

[Soren Hall @sorenhall_]

@HYPERDailyTK @HyperliquidX @Kalshi @tradexyz @Lighter_xyz @Aster_DEX @Polymarket @GMX_IO @edgeX_exchange @Ondo @fomo that gap is nasty

[Soren Hall @sorenhall_]

I always want to know what the risk looks like before I get excited about a 10-14% APY

[Perena @perena__]

Monthly report - October 2026 ✅

◼️ We launched ETH* and HYPE*, expanding the asset family beyond USD*. They are yield-bearing risk assets that let users keep price exposure to the underlying asset.

◼️ The Forest Road Company has chosen Perena to launch sUSD-FR, its first Solana vault, using our Vault-as-a-Service technology. The sUSD-FR vault page and Earn card went live on 27 October.

Link: https://t.co/sPSYghnM80

◼️ Zivoe joined the USD* portfolio in October with merchant cash advance credit, and now accounts for 6.6% of it.

◼️ We deployed support for async redemptions across all Perena vaults.

◼️ We are exploring further opportunities with funds, family offices and treasuries to offer vaults with a fixed APY of 10–14%.

◼️ USD* is now supported on BitGo Wallet, opening access to institutional custody clients.

◼️ We attended The Bridge by The Tie in New York, meeting funds and potential partners.

◼️ We are in talks with several GPU operators to explore financing across the compute value chain, from GPUs to robotics. Our model: we underwrite against shorter-term offtake, source deals through our own network, and let our capital partner provide the balance sheet.

🔵 On the portfolio allocation side for USD*, here is our current allocation to start the month:

◼️ TreasuryPlus and Forest Road together account for 37.2% of USD*, at 21.5% and 15.7% respectively. We expect high borrowing costs to keep putting pressure on businesses and households, so we favour lending supported by identifiable payment claims or collateral. Within this, we look for credit risk arbitrage: financing a smaller business's working-capital needs against payments owed by a stronger customer.
TreasuryPlus gives us short-term receivables exposure that enables this. Forest Road's strategy includes lending against tax credits and project assets, with repayment linked to tax-credit proceeds and project cash flows.

◼️ Midpoint, Unsquared and JPEG Trading together account for 36.5%. These strategies aim to earn trading returns with limited dependence on the direction of crypto and credit markets. That diversification remains useful given our expectation of more unsettled markets.

◼️ Our smaller Black Opal allocation reflects our concern about pressure on Brazilian households and businesses. We also expect higher costs when its currency hedges renew to reduce future income. Repayment trends and market conditions will guide any further reduction.

◼️ USDC, Kamino and Project 0 together account for 5.6%. We keep these positions to support cash management and withdrawals as markets become more volatile. Access to funds in the lending venues remains subject to available liquidity.

See you next month!

[Soren Hall @sorenhall_]

Saw Aldi on my way home and remembered I needed one thing. Let's see if I can actually leave with just one thing

[Soren Hall @sorenhall_]

I'll sit this one out at $1.30 and see if XRP can hold that level first

[Seth @seth_fin]

JUST IN: Ripple partners with Coinbase to expand its RLUSD crypto stablecoin across trading, payments, and institutional finance.

$XRP
was a good buy at $1 as I proposed. Now it is making a consolidation and flag pattern.

Are you buying XRP at $1.3? Any XRP holders in the chat?
#Altcoins

[Soren Hall @sorenhall_]

I'll type my phone number in at checkout every time if it takes a few bucks off the groceries lol

[Soren Hall @sorenhall_]

@tofudestiny @vangrid_io I'd take a USDC bounty to go film the best steak deal

[Soren Hall @sorenhall_]

I'm not downloading an app and handing over my info just to pay the price on the shelf. That's ridiculous

[Leo @Leonajardinho]

SORRY IF THIS OFFENDS GROCERY EXECUTIVES, BUT I’M DONE.

I just pulled a $4.99 box of cereal off the shelf, brought it to the register, and watched the scanner ring it up as $7.49.

When I told the cashier, she said: "Oh, that’s the digital coupon price. You have to download our store app, create an account, search for the item, and clip the digital coupon before scanning."

ABSOLUTELY NOT.

You inflated the shelf price by 50%, locked the normal price behind an app, and forced me to hand over my personal phone data and email just to pay the actual retail value of a box of food?

Stop hiding basic shelf pricing behind data-harvesting apps.

[Soren Hall @sorenhall_]

I wanna see those fees keep showing up when markets get choppy, that's when the model gets tested

[Tom ⛩ @Tom_Degen68]

Aero's Merger: Unifying liquidity across EVM chains.

The merger of Aerodrome and Velodrome into the @aeroxyz (launched Oct 21) aims to consolidate spot liquidity across the Ethereum ecosystem.

➊ Targeting the largest liquidity pools directly

Instead of remaining concentrated on @base and @Optimism, @aeroxyz is now live across 7 networks, gives it broader reach as it competes for RWA and tokenized stock flow.

➋ Fixing the core profit problem for Liquidity Providers

- The fatal weakness of traditional AMMs is that fees are often too thin to retain LPs during volatile markets.

- Aero addresses this with Smart Fees (dynamic fees that adjust with volatility + MEV bot taxation), designed to improve returns for liquidity providers without simply raising costs for regular traders.

➌ Channeling all revenue to stakers

- Token economics have been rebuilt around genuine real revenue.

- All trading and service fees across the 7 chains now flow to $AERO stakers (sAERO), supported by flexible gauge caps and a Momentum Fund that uses revenue to buy back the token and offset inflation.

Overall,

Aero is now more focused on capturing and distributing real trading fees. This is much better than printing tokens to temporarily buy liquidity.

Feels like a fee-generating and cash-flow-accumulating machine that can compete more directly with @Uniswap.

[Soren Hall @sorenhall_]

Last time I went hungry in Costco, I walked out $360 poorer 😑

[💥LoLo💥 @ZOrtiz9919]

Think I'm going to get myself a Costco membership as a christmas present.
How can you beat a Hot Dog and Drink for $1.50 each day.

[Soren Hall @sorenhall_]

I would never leave much money sitting in a copy trading bot after seeing those numbers

[Joe Betman 🇨🇷 🇫🇷 @BetmanJoe]

gm

Spent all of yesterday rebuilding https://t.co/xSqRmUibQW
Lighter + more visual and everything that changed while I was away

My newsletter just went out: what matters, and a bit of alpha
Join here → https://t.co/hydZIyoabY

The big one: @Pumpfun

App fees went from 0% to 0.45% on Oct 17

Still the cheapest way to buy their own tokens, every token already pays its 1.25% wherever you buy it

Their “$50 bonus” comes in 5 parts, one per day you trade, over 10 days
Trade once, you keep ~$8
Withdraw early the rest is gone

Also

TradeWiz, a copy trading bot got drained on Sept 30 ~20,900 wallets

Good reminder :

⚠️In a bot keep only what you’re trading
Copy trading: only ~6% of 292k FOMO wallets were in profit after 90 days

Tell me what still feels heavy on the site
I want it dead simple🫡

[Soren Hall @sorenhall_]

I'd rather send stablecoins straight to somebody than cash out and wait on a bank transfer all weekend

[Soren Hall @sorenhall_]

How do y'all get the first crepe to come out right? Mine always looks like it lost a fight

[Soren Hall @sorenhall_]

I need to start checking these Costco perks because I know I'm not getting my money's worth

[Theron @theron_chase]

Imagine a man who has paid for a Costco membership for 6 years.

Every year the renewal charge hits his card. He barely notices it. He walks in on a Sunday with no list, grabs a cart that could fit a small car, and wanders. He buys a rotisserie chicken, a giant bag of chips, paper towels, a 48-pack of something he didn't know he needed, and a TV he wasn't planning to buy. He pays around $300. He wedges it all into the trunk and drives home.

He tells everyone Costco "saves him a lot of money." If you asked him how much, he couldn't tell you.

One afternoon, his sister, who spent years working at a Costco warehouse in a department that handled member services, helped him unload the car. She looked at the receipt, then at the membership card hanging on his keychain, and said something that made him stop moving:

"You're paying for the membership and using about 20% of it."

He frowned. She kept going.

"You've never checked the tag codes on the price signs, so you don't know when something is marked down. You've never looked at the return policy. You buy tires somewhere else. You fill your tank at a random station. You've never touched the optical department, the pharmacy, the travel desk, or the auto program. You've never compared a Kirkland Signature product to the name brand next to it. You've never done the math on whether your membership tier actually pays for itself. You've been treating Costco like a giant grocery store. It's a membership program with a warehouse attached."

He took out his phone.

Here is every Costco feature most members never use 🧵

[Soren Hall @sorenhall_]

Everybody complains about fees until they think the next trade is gonna pay for them

[max @MaxHirsch13]

FOMO, the crypto trading app, is doing over $200M in annual run rate.

They "only" have 25k ratings and chart 57th in finance.

Makes you realize how profitable apps with FEES are...and whether subscriptions are dying.