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WEEKLY MACRO & CRYPTO DIGEST: NOVEMBER 2โ€“8

WEEKLY MACRO & CRYPTO DIGEST: NOVEMBER 2โ€“8

Greetings, traders! ๐Ÿ‘‹

Midterm elections, Jobs Week, a massive BTW unlock, and Binance's post-hack recovery define this week. Here's what's on the radar.

All times in UTC for our global community.

๐Ÿ“… MONDAY, NOVEMBER 2

๐Ÿ‡จ๐Ÿ‡ณ 01:45 UTC - China Caixin Manufacturing PMI (Oct)

๐Ÿ‡ช๐Ÿ‡บ 09:00 UTC - EU Manufacturing PMI (Oct Final)

๐Ÿ‡บ๐Ÿ‡ธ 14:45 UTC - US Manufacturing PMI (Oct Final)

๐Ÿ”“ Bitway unlock - ~101.63M tokens (~$109.66M), 3.37% of released supply - the largest one-time unlock this week

๐Ÿ“… TUESDAY, NOVEMBER 3 - MIDTERM ELECTIONS ๐Ÿ›

๐Ÿ—ณ US Midterm Elections - Polls close starting at 23:00 UTC. Results may take days or weeks for close races.

๐Ÿ‡บ๐Ÿ‡ธ 15:00 UTC - JOLTS Job Openings (Sept)

๐Ÿ“… WEDNESDAY, NOVEMBER 4 - ADP + ISM SERVICES

๐Ÿ‡ช๐Ÿ‡บ 09:00 UTC - EU Services & Composite PMI (Oct Final)

๐Ÿ‡ช๐Ÿ‡บ 10:00 UTC - EU CPI (Oct Prelim)

๐Ÿ‡บ๐Ÿ‡ธ 13:15 UTC - ADP Employment Change (Oct)

๐Ÿ‡บ๐Ÿ‡ธ 13:30 UTC - US Trade Balance (Sept)

๐Ÿ‡บ๐Ÿ‡ธ 14:45 UTC - US Services & Composite PMI (Oct Final)

๐Ÿ‡บ๐Ÿ‡ธ 15:00 UTC - ISM Services PMI (Oct)

๐Ÿ‡บ๐Ÿ‡ธ 15:30 UTC - US Crude Oil Inventories

๐Ÿ”“ Momentum unlock - ~252M tokens (~$32.3M), 294.38% of circulating supply - the largest relative unlock this week

๐Ÿ“… THURSDAY, NOVEMBER 5

๐Ÿ‡บ๐Ÿ‡ธ 13:30 UTC - Initial Jobless Claims (Weekly)

๐Ÿ‡ช๐Ÿ‡บ 18:00 UTC - ECB President Lagarde speech

๐Ÿ”“ Ethena unlock - ~93.75M tokens (~$18.4M), at Nov 4, 16:00 UTC (00:00 Beijing, Nov 5)

๐Ÿ“… FRIDAY, NOVEMBER 6 โ€” NFP DAY ๐Ÿ“Š

๐Ÿ‡บ๐Ÿ‡ธ 00:30 UTC - Fed Balance Sheet

๐Ÿ‡บ๐Ÿ‡ธ 13:30 UTC - Nonfarm Payrolls (Oct) - Consensus: +50K. Unemployment expected at 4.2%

๐Ÿ‡บ๐Ÿ‡ธ 13:30 UTC - Unemployment Rate (Oct)

๐Ÿ‡บ๐Ÿ‡ธ 15:00 UTC - Michigan Inflation Expectations (Nov Prelim)

๐Ÿ“… SUNDAY, NOVEMBER 8

๐Ÿ”“ Avalanche unlock - ~1.67M tokens (~$14.7M), 0.30% of circulating supply

๐Ÿšจ BINANCE POST-HACK RECOVERY - INCOMPLETE

Binance resumed withdrawals on Nov 1 after the $6.3B exploit, but the reopening is phased and incomplete:

โŒ Still suspended: 531 of 552 listed coins remain fully or partially suspended.

Net outflow: $3.64B in the first 9.5 hours (2.1% of AUM).

FBI attribution: North Korea's TraderTraitor group responsible. Hackers are converting stolen assets to ETH for laundering

๐Ÿ“Š POLYMARKET BTC PRICE OUTLOOK

Real money on Polymarket prices BTC hitting these levels by year-end:

๐Ÿ”น $85,000 โ€” 80% chance

๐Ÿ”น $90,000 โ€” 59% chance

๐Ÿ”น $95,000 โ€” 39% chance

๐Ÿ”น $100,000 โ€” 25% chance

Smart money signal: Trader 58bro.eth (90% win rate, $33.7M profit) is betting BTC stays between $70K and $95K this month.

โšก๏ธ What XBTS DEX Is Watching This Week

1๏ธโƒฃ NFP Report (Fri) โ€” Consensus +50K. After September's weak 29K print, a soft number could reinforce slowdown fears.

2๏ธโƒฃ BTW Unlock (Mon) - ~$110M in new supply hits today. One of the largest one-time unlocks this week .

3๏ธโƒฃ MMT Unlock (Wed) - 294% of circulating supply unlocks. Extreme dilution event - expect severe volatility on MMT.

4๏ธโƒฃ Binance Recovery - Withdrawals are only partially restored.

Stay sharp. Elections, Jobs Week, and Binance's recovery set the tone.

๐Ÿ“Š XBTS Dex & DeFi

Dex NEW https://trade.xbts.io

Dex Classic https://ex.xbts.io

Safely! Instantly! Simply

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