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🗞️ Crypto markets face pressure from inflation data and regulatory shifts, while institutions expand tokenized offerings and stablecoin adoption. Bitcoin slips below $75k amid persistent ETF outflows and hotter-than-expected US CPI. ↳ Yahoo Finance Binance hackers created memecoins to launder stolen funds. ↳ Bloomberg Coinbase, Kalshi and Payward back CFTC in lawsuit over single-stock perpetual futures. ↳ The Block Formation Securities plans 24/7 tokenized stock trading on Solana. ↳ Yahoo Finance NYSE will settle tokenized stocks on Avalanche blockchain. ↳ WSJ Goldman Sachs and Citi among banks backing $270 million stablecoin. ↳ Bloomberg PNC adds stablecoin option for corporate clients. ↳ Yahoo Finance What story are you watching most closely? More: moneyturkey.com/?utm_source=…

📄 Institutional adoption and regulatory shifts dominate today’s crypto headlines, while Bitcoin trades in a tight range. Trump Media posts its first profit, citing crypto gains. ↳ Bloomberg Binance hackers reportedly created memecoins to launder stolen funds. ↳ Bloomberg PNC will offer stablecoin payments via a new Coinbase partnership. ↳ Reuters NYSE plans to settle tokenized stocks on Avalanche. ↳ WSJ Coinbase, Kalshi and Payward back the CFTC in a single-stock futures lawsuit. ↳ The Block Charles Schwab adds Solana, Avalanche and Chainlink to its crypto platform. ↳ FT What story matters most to you right now? More: moneyturkey.com/?utm_source=…

Local Markets, Translated with Mira Vale 🌍 KR Kospi +4.4% on chips · MX Banxico pause after cut · JP Bank of Japan hike talk · DE UniCredit-Commerzbank · TR Izmir blast · SA Aramco attack · ID MSCI review

Crypto Snapshots & Surprises 1️⃣ Bitcoin dominance dipped below 25 % just as total crypto market cap touched $6 T — a setup some say screams “altseason incoming.” ↳ @AshCrypto 2️⃣ A Tornado Cash-linked hacker quietly swapped $3.7 M ETH for ZEC on Hyperliquid, hinting at privacy-driven exits. ↳ @lookonchain 3️⃣ BTC is five straight red weekly candles from here; the last two times that happened, price was in full bear territory. ↳ @DaanCrypto 4️⃣ Spot Bitcoin ETFs bled $1.28 B last week while ETH and SOL products also saw net outflows. ↳ @BTCCexchange 5️⃣ Solana logged record RWA inflows, tokenized-stock volume, and a 3.4 B transaction October — builders aren’t waiting for London. ↳ @solana What’s your take—bounce or deeper flush this week? moneyturkey.com/?utm_source=…

Chips carry Asia: Nikkei closes above 60,000, Kospi +4.4%. HSBC +3.7% in Hong Kong; China opens a yuan FX pilot. ASX 200 hits highest since August. Mira Vale's Asia and Oceania tape. moneyturkey.com Not investment advice.

🌍 Local markets, translated · Tue 10 Nov • 🇨🇳 CGB 10y steady, CNY range-bound on rate-anchor shift • 🇯🇵 JGB 10y +3bp, JPY firmer on BOJ hike talk • 🇰🇷 KOSPI +4-5%, sidecar on chip rebound • 🇹🇷 BIST 100 −1% on Izmir factory blast

Research digest 🧵 · Tue 10 Nov 🛢 Citi: Brent $150 if Hormuz disruption persists 📈 GSAM: 2027 US EPS growth 2.5%, Europe/Japan >1% 🌍 HSBC: India OW, China Neutral on earnings ₿ StanChart: BTC faces $50K drop before YE rally 🔻 Culper: Nvidia China links flagged 6 months ago 🏢 Deutsche: CRWD to hit $10B ARR by FY30 early 🏢 Oppenheimer: AMD $600 PT, 135% data-center growth — 🛢 OIL — Citi: Citi raises 2026 Brent forecast and sees $150 oil if Hormuz disruption persists. The bank also cut Brent forecasts as U.S.-Iran MoU points to Strait of Hormuz flow normalization. 📈 MARKET — GSAM: GSAM sees 2027 US GDP growth near 2.5% and above 1% in Europe and Japan. Global activity supported by solid corporate and household balance sheets, AI investment, and fiscal cushions. FOMC expected to hike in December; March move data-dependent. 🌍 COUNTRY — HSBC: HSBC upgrades Indian equities to Overweight and cuts China to Neutral. The shift reflects resilient corporate earnings, improving growth prospects, and attractive valuations in India versus weak consumer confidence and property market in China. ₿ CRYPTO — StanChart: Standard Chartered warns Bitcoin faces a $50K drop before a year-end rally. The bank sees near-term pressure despite institutional demand holding. 🔻 SHORT — Culper: Culper Research flagged Jensen Huang’s relationship with Alice Huang at Megaspeed in May 2026, six months before the China scandal surfaced. The short seller remains confident in its research. 🏢 COMPANY — CRWD: Deutsche Bank upgrades CrowdStrike, expecting the firm to reach its $10 billion annual recurring revenue target for fiscal 2030 ahead of schedule. The call rests on sustained AI-related demand and endpoint leadership. 🏢 COMPANY — AMD: Oppenheimer upgrades AMD to Outperform with a $600 price target, forecasting 135% data-center revenue growth in 2027. Bank & firm research, summarised. Not investment advice.

Chips lead Asia's rebound: Kospi +4.3% trips a buy sidecar, Nikkei back above 60,000, Taiex +2.3% on MediaTek. ASX and NZX up ~1%. Mira Vale's Asia and Oceania tape. moneyturkey.com Not investment advice.

Wall Street rallies: Nasdaq +2.7%, S&P 500 +2.3%, Dow +2.2% Movers: Advanced Micro Devices +13.3%, Broadcom +8.8%, Tesla +5.5% Crypto: Bitcoin +0.9% near $75,000 · Dogecoin +1.4% · XRP −1.2% World: Taiwan +4.9% · Milan +2.7% · Footsie +1.0% · Iceland +1.1% Mi…

📣 Today's desk roundup: approvals, fund flows and deals across 8 distinct crypto stories. Formation Securities Notifies SEC of Intent to Operate First Tokenized Securities Venue on Solana. ↳ FT Coinbase Gets Final Regulatory Stamp for Trust-Bank Charter. ↳ Bloomberg Bitcoin Slides to $73,510 Over the Weekend: Did Nvidia Scandal Trigger BTC’s $2,000 Flash Crash?. ↳ Yahoo Finance On the Chain: Bitcoin falls below US$75,000 as ETF outflows and regulatory fears deepen. ↳ Yahoo Finance Bitcoin bulls can't rely on ETF flows. ↳ CoinDesk EU taps industry to set standards for tokenized securities. ↳ Cointelegraph Binance Heist: ‘Welcome to Our World,’ CISOs Say. ↳ WSJ Nvidia-led tech selloff weighs on crypto majors. ↳ CoinDesk Which of these moves the market most this week? More: moneyturkey.com/?utm_source=…

Local Markets, Translated with Mira Vale 🌍 CN PBoC overnight shift · JP BoJ ETF sales · KR BoK pivot bets · TR Karahan hawkish · BR Selic hold · MX Banxico cut · DE Iran intel risk · FR SMIC clash · SA Riyadh strike claim · ID MSCI review

BTC, stocks & RWAs dominate the chatter 1️⃣ Lyn Alden wonders if the $80T stock market really hinges on one man. ↳ @LynAldenContact 2️⃣ Glassnode: Hyperliquid whales flipped to record bitcoin shorts, the largest since Oct 2025. ↳ @glassnode 3️⃣ Solana’s ecosystem quietly shipped Samsung Wallet, Schroders RWA fund and $2.6B in 6-month RWA inflows before Breakpoint. ↳ @solana 4️⃣ Vitalik argues ETH’s value should come from store-of-value traits, not fee burns, and warns optimizing fees risks decentralization. ↳ @WuBlockchain 5️⃣ A single solo trader just cracked Hyperliquid’s top 5, up $2.13M in 24 h and $72.85M lifetime. ↳ @OnchainLens Which narrative are you watching closest this week? moneyturkey.com/?utm_source=…

🌍 Local markets, translated · Mon 9 Nov • 🇨🇳 CGB 10y yield −2 bp, CSI 300 +0.5% on easier liquidity • 🇯🇵 Nikkei -1% open, JGB 10y +4 bp on BoJ ETF unwind talk • 🇰🇷 KRW & KTB yields down, KOSPI up on BoK pivot bets • 🇹🇷 TRY +0.8%, 2y yields +15 bp on hawkish Karahan

Research digest 🧵 · Mon 9 Nov 🛢 GS: 2026 Brent avg $85/bbl (+$8), WTI $79 📈 Citi: Nifty 50 Dec-27 target 28,000 🌍 HSBC: India to OW, China to Neutral 🔻 Culper: Cerebras wafers last 2 yrs; firm disputes 🏢 Citi: Nebius PT cut to $265 (from $324), Buy 🏢 MS: Shake Shack in AI-driven growth basket — 🛢 OIL — GS: Goldman Sachs raised its 2026 Brent average price forecast by $8 to $85 a barrel and WTI to $79 a barrel. 📈 MKT — Citi: Citi raised its December 2027 Nifty 50 target to 28,000 from 26,000, flagging three major risks but pointing to 15% earnings growth. 🌍 IN — HSBC: HSBC upgraded India to Overweight from Neutral and cut China to Neutral, citing opportunities in banking, industrials, consumer discretionary, insurance and hospitals. 🔻 SHORT — Culper: Short-seller Culper Research claims Cerebras wafers last two years; Cerebras counters that under 0.5% of wafers have been retired and lifespan is decades. 🏢 NBIS — Citi: Citi trimmed its Nebius price target to $265 from $324 but kept Buy after the company secured a $3.5 billion senior secured facility to expand data centers. 🏢 SHAK — MS: Morgan Stanley included Shake Shack in its Ultra-Selective Tailwinds Strategy list, citing AI-driven growth as the key driver. Bank & firm research, summarised. Not investment advice.

🚨 Turkey burns reserves, whales flip short, BTC stuck in limbo 1️⃣ Turkey torched $36B in gold and FX reserves this year to save the lira — and the chart still looks like a cliff dive. ↳ @AshCrypto 2️⃣ White House starts final review of rule that could let U.S. retirement plans hold Bitcoin — the door just cracked wider. ↳ @BitcoinArchive 3️⃣ Hyperliquid whales just flipped the most net-short on BTC since Oct 2025; last time they got this bearish, price slid hard. ↳ @glassnode 4️⃣ Kraken co-CEO calls self-custody a “ticking time bomb” and says quantum is a migration headache, not an extinction event. ↳ @scottmelker 5️⃣ Singapore’s MAS warns crypto trading isn’t for the public after the Binance hack, reminding users that even licensed platforms can’t stop losses. ↳ @WuBlockchain What’s the bigger surprise here — whales turning bearish or regulators warming up? moneyturkey.com/?utm_source=…

Research digest 🧵 · Sun 8 Nov 🛢 Goldman: 2026 Brent $85 (up $8), WTI $79 📈 MS: add US tech exposure over next 2-3 weeks 🌍 MS: Equinor to UW (from EW), PT NOK 375 ₿ StanChart: Bitcoin turned the tide, keeps $500K target 🔻 Cerebras: <0.5% wafers retired, disputes Culper 🏢 Citi: IRTC to $124 (downgrade) 🏢 Macquarie: Inspired Ent. $7 PT, Outperform — 🛢 OIL — Goldman: Goldman Sachs raised its 2026 Brent crude average price forecast by $8 to $85 a barrel and WTI to $79 a barrel. 📈 MARKET — Morgan Stanley: Morgan Stanley advised investors to add exposure to US tech over the next 2-3 weeks after the recent slide. 🌍 COUNTRY — Equinor: Morgan Stanley downgraded Equinor to Underweight from Equal Weight with a price target of 375 Norwegian kroner. ₿ CRYPTO — Bitcoin: Standard Chartered’s Kendrick said Bitcoin has turned the tide and kept the $500K target. 🔻 SHORT — Cerebras: Cerebras stated that under 0.5% of wafers have been retired, disputing Culper Research. 🏢 COMPANY — IRTC: Citigroup downgraded IRTC and lowered its price target to $124. 🏢 COMPANY — Inspired: Macquarie kept Inspired Entertainment at Outperform with a $7 price target after Q3 results beat low expectations. Bank & firm research, summarised. Not investment advice.

Local Markets, Translated — Sat 7 Nov with Mira Vale 🌍 🇨🇳 CNY / PBOC curb · 🇯🇵 BoJ hawkish / JGB · 🇰🇷 nuclear deal risk · 🇹🇷 TCMB Dec cut · 🇧🇷 Selic hike odds · 🇲🇽 Banxico 6.25% · 🇩🇪 MSFT–Oracle / DAX · 🇫🇷 OAT auction · 🇸🇦 Aramco HQ · 🇮🇩 MSCI outflows

Crypto recap: big moves, bigger questions 1️⃣ US Treasury is cutting MEXC Global from the US financial system over $16B in shady flows, citing massive AML failures. ↳ @WuBlockchain 2️⃣ Bitcoin just reclaimed $80K after a $75.7K dip; ETH jumped 8% and shorts got squeezed hard. ↳ @MandoCT 3️⃣ White House begins final review of rule that could let BTC into US retirement accounts—quietly huge. ↳ @BitcoinArchive 4️⃣ Smart money quietly accumulating while retail panics; short liquidations fueled the bounce. ↳ @AltcoinDaily 5️⃣ Subnet revenue on Bittensor has doubled in two months to a $70M run-rate, yet TAO still trades at 39× sales. ↳ @milkroaddaily Are you buying the dip or waiting for real capitulation? moneyturkey.com/?utm_source=…

🌍 Local markets, translated · Sat 7 Nov • 🇨🇳 CNY softens, CGB 10y bid as PBOC reins in rally • 🇯🇵 JGB 10y +5bp, Nikkei −1%, JPY +0.5% on BOJ hawkish tilt • 🇰🇷 KOSPI: nuclear names at risk, KRW weaker • 🇹🇷 BIST 100 +1.2%, 2y yield −15 bp on Dec-cut bets

Research digest 🧵 · Sat 7 Nov 🛢 Goldman Sachs: 2026 Brent $85 (up $8), WTI $79 📈 Morgan Stanley: AMD PT $550, 2027 server CPU growth 100% 🌍 Morgan Stanley: Equinor to UW, PT 375 NOK ₿ Morgan Stanley: COIN PT cut >50% to $120 🔻 Culper short: Cerebras <0.5% wafers retired 🏢 RBC: UBS PT lifted to CHF 50 on cost cuts 🏢 Morgan Stanley: Cisco PT cut to $120, Equal-weight — 🛢 OIL — Goldman Sachs: Goldman Sachs raised its 2026 Brent crude average price forecast by $8 to $85 a barrel and WTI to $79 a barrel. The bank cited slower Middle East supply recovery as the key driver. The new forecasts are the only oil call selected. 📈 MARKET — Morgan Stanley: Morgan Stanley lifted its AMD price target to $550 after raising its 2027 server CPU growth forecast from 70% to 100%. The upgrade reflects stronger-than-expected AI server demand. This is the sole overall market-equity pick. 🌍 COUNTRY — Norway: Morgan Stanley downgraded Equinor to Underweight from Equalweight and set a 375 Norwegian kroner price target. The move marks the only country-level equity call in the digest. ₿ CRYPTO — Morgan Stanley: Morgan Stanley slashed its Coinbase price target by more than half to $120 and flagged downside risk to $100. The downgrade is the only crypto-specific note selected. 🔻 SHORT — Culper: Cerebras disputed Culper Research’s short report, stating that under 0.5% of wafers have been retired. The rebuttal is the sole short-seller item chosen. 🏢 COMPANY — UBS: RBC raised its UBS price target to CHF 50, citing converging cost cuts and capital-return plans. This is one of two single-stock picks. 🏢 COMPANY — Cisco: Morgan Stanley downgraded Cisco to Equal-weight from Overweight and lowered its price target to $120 from $135. The bank noted margin pressure from cheaper hyperscaler hardware despite solid AI orders. This is the second single-stock pick. Bank & firm research, summarised. Not investment advice.