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Sources: infinityhedge, BBG, RTRS, DB, X, TREE, PN, CT, etc

Admin: @infinityhedge21

X: @infinityhedge07

The info provided is for info purposes only, not financial advice.
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*WARREN BUFFETT'S BERKSHIRE CASH PILE HITS RECORD $325.2 BILLION

*BERKSHIRE SOLD 25% OF ITS APPLE STOCK IN Q3

*THE COMPANY DIDN'T BUY ANY STOCK IN Q3

*Everything is so expensive to Buffett- even his own stock - that for the first time since launching his buyback program in 2018, Buffett repurchased exactly zero shares of Berkshire in Q3: zerohedge
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infinityhedge
The Week Ahead | @infinityhedge Macro: *U.S. GDP (QoQ) (Q3) on 30 *BOJ Meeting on 31 [widely expected to keep interest rates unchanged on 31, Most BOJ Watchers Expect Another Rate Hike by Jan 2025] *US PCE on 31 *US NFP & Unemployment Rate on Nov 1 *FED…
The Week Ahead | @infinityhedge | Election Week

Macro:
*China's National People's Congress Meeting [to green light Stimulus package but WSJ Today reported “China Isn’t Planning a ‘Bazooka’ Stimulus—at Least Not This Year”] 4-8 Nov.
*U.S Presidential Election on 5
*U.S. Fed Interest Rate Decision on 7 [25 bps cut is widely anticipated]
*Iran retaliation attack against Israel expected, Iranian official: Iran doesn’t want to influence the U.S. election so, the response would come after Tuesday’s voting but before a new president is inaugurated in January

Crypto:
**SEC vs Binance, Defendants’ answers or pleadings in response to the amended complaint due on 4
**SEC vs Binance, Discovery Hearing on 6
*Caroline Ellison Surrender date would be set on or after Nov. 7.
*MakerDAO will run a poll to determine the long-term brand of the backend protocol between 4 to Nov. 7, with three poll options [infinityhedge]: Keep the Sky brand, Recenter the Maker brand or Recenter the Maker brand, with a limited brand refresh
*Kraken’s L2 blockchain ‘ink’ testnet on 10
*HYPE Users must review and accept the Genesis Event Terms to participate in Airdrop before Nov. 11, 2024 23:59 UTC
*Bitwise Ethereum ETF, the Grayscale Ethereum Trust, the Grayscale Ethereum Mini Trust options decision deadline Nov. 11
*DevCon 7 Event, Bangkok [11-15] [Uniday, Kraken, etc]

Token Unlocks:
$APT: $90M: 2.18% on 11
$BANANA: $12M: 7% on 8

What Data Says about BTC:
The options market signals expected moves of about 8% in either direction the day after the vote, compared to typically 2% up or down on a normal day — No significant volatility premium is priced in after Nov. 7, suggesting the market expects a fairly quick resolution — For the weeks after the election, data from the Deribit exchange hint at a possible $60k to $80k trading range based on peak open interest — or outstanding contracts

Earnings/Charts/Articles ⬎
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Election week implied move: Goldman Sachs:
*Trump w/ Republican Sweep = 25% probability: S&P +3%
*Trump w/ Divided Government = 30% probability: S&P +1.5%
*Harris w/ Democratic Sweep = 5% probability: S&P -3%
*Harris w/ Divided Government = 40% probability: S&P -1.5%
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CRYPTO FIRMS INCLUDING ROBINHOOD, KRAKEN LAUNCH GLOBAL STABLECOIN NETWORK - RTRS

*Anchorage Digital, Bullish, Galaxy Digital, Kraken, Nuvei, Paxos and Robinhood have partnered to release a new stablecoin network called Global Dollar Network

*$USDG (Global Dollar) is a new stablecoin issued out of Singapore by Paxos that is substantively compliant with the Monetary Authority of Singapore’s upcoming stablecoin framework.
*$USDG is an ERC-20 token
*$USDG is currently unavailable in CA, all EEA countries and in the U.K.
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TRUMP WINNING ODDS REACHES ATH ON POLYMARKET
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DECISION DESK HQ PROJECTS TRUMP WINS NORTH CAROLINA
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BITCOIN HITS ALL-TIME HIGH
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TRUMP ODDS REACH 90% ON POLYMARKET
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DECISION DESK HQ PROJECTS TRUMP WINS GEORGIA
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TRUMP WILL WIN US ELECTION, DECISION DESK PROJECTS
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$500 MILLION LIQUIDATED FROM THE CRYPTO MARKET IN THE LAST 24HRS — BINANCE SEES LARGEST SINGLE LIQUIDATION ORDER OF $74.98M IN BTCUSDT
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TRADERS PARE BETS ON FED CUTS NEXT YEAR: SEE 100BPS BY SEPTEMBER
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PREMARKET AFTER TRUMP'S ELECTION WIN:

*TESLA +12%
*COINBASE +11%
*MICROSTRATEGY +13%
*TRUMP MEDIA +50%
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DONALD TRUMP ELECTED 47TH PRESIDENT OF THE UNITED STATES
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NASDAQ 100 RISES 2.3% TO HIT INTRADAY RECORD HIGH
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BLACKROCK'S SPOT BITCOIN ETF $IBIT HITS RECORD VOLUME OF $4.1B
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REPORTS: FRANCE PREPARING TO BAN POLYMARKET

FRENCH REGULATOR EXAMINES POLYMARKET AFTER CRYPTO BETS ON TRUMP

FRENCH NATIONAL GAMING AUTHORITY PROBES POLYMARKET: POLITICO
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A Governance Proposal has been submitted by Wintermute to enable a fee switch for $ENA
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TRUMP IS LIKELY TO ALLOW FED CHAIR POWELL TO SERVE REMAINDER OF HIS TERM -CNN
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FED LOWERS INTEREST RATES BY 25BPS
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