#ShareWeekly #WarshIMFSpeech
Today is not just another Fed speech day. It is a pivotal moment that will define the market's direction into the FOMC meeting on October 27-28.
Fed Chair Kevin Warsh is speaking LIVE in Bangkok at the IMF Annual Meetings, in a fireside chat with IMF Managing Director Kristalina Georgieva. The timing is critical: it comes right after a scorching hot September CPI and PPI - PPI surged 1.3% MoM and 6.3% YoY, the highest since May 2026 - and it is the last public appearance before the Fed enters its blackout period.
The market is holding its breath. Here is my academ

#USMemoryStocksExtendLosses
Memory Chip Sell-Off Deepens as AI Competition Intensifies
The U.S. memory and semiconductor sector is facing renewed selling pressure as investors reassess artificial intelligence (AI) growth expectations, rising competition from China, and the cost of financing large-scale technology investments. The latest downturn highlights how quickly market sentiment can change when high expectations collide with new competitive risks.
🔍 Why Are U.S. Memory Stocks Falling?
Memory-related companies, including Micron Technology, SanDisk, Seagate Technology, and Western Digit

Pyth now runs 24/7 price indices for Anthropic and OpenAI, the first pre-IPO names in Pyth Indices. Anthropic was valued at $965B in its May Series H, and OpenAI at $852B in March.
@PythNetwork

$BAT is approaching a major long-term decision point.
After years of sustained downside pressure, BAT is pushing back toward its descending trendline on the weekly chart. The recent rebound, accompanied by a noticeable volume spike, makes this structure worth watching closely.
- Key resistance: Descending trendline
- Bullish trigger: A confirmed weekly breakout with follow-through
- What matters next: Whether buyers can turn this long-standing resistance into support.
A clean breakout could signal a meaningful shift in the long-term structure. Until then, rejection remains a possibility.
$BAT

$1.33B in 12 months.
That’s how much 15 crypto protocols spent buying back their own tokens.
1️⃣ The big spenders
$HYPE : $689M
$PUMP : $285M
$SKY : $59M
$UNI : $57M
$CAKE : $45M
=> Hyperliquid alone is more than half of all buybacks tracked. 99% of its fees go to buying HYPE.
2️⃣ The real yield leaderboard
Buyback yield = 12-month buybacks ÷ market cap.
$ORE: 72.7%
$PUMP: 13.5%
$CAKE: 6.3%
$LIT: 3.9%
$JUP: 3.9%
$HYPE: 3.8%
=> PUMP buys back 13.5% of its market cap a year. HYPE, despite spending 2.4x more, sits at 3.8%.
3️⃣ Burn vs hold
Only 5 of 15 burn what they buy: $HYPE, $PUMP, $UNI, $CAKE, $O

🌙 Héctor Rojas, the man from Maracay who calculated where the Eagle would land on the Moon in 1969 using his Method of Successive Transformations — and turned down U.S. citizenship so he wouldn’t travel to the Moon under another flag.
His lesson for P2P: the one who calculates better wins.
In 1969, getting a spacecraft to the Moon wasn’t a matter of intuition; it was a matter of calculation. Rojas developed a mathematical method to accurately predict the landing point. Without that calculation, the Eagle wouldn’t have made it.
P2P in 2026 is more like 1969 than it seems:
• Those who trade “by

The week is over. Everyone who followed along and stayed in could make money. The market was so wild today that I didn’t make much. I had the direction right, but kept getting stopped out 🤬. I’ll try harder next week

QT settings are officially live; everyone needs to communicate.

I'm trading on Gate, a top-tier exchange with a 13-year track record. Come join me and dive into the hottest events right now! https://www.gate.com/campaigns/6610?ch=8572&ref=VLARBF1YAG&ref_type=132

#每周来晒 #沃什IMF讲话
Warsh’s Fed Remarks: What Do They Mean for BTC and the Markets?
My primary takeaway is that while Warsh avoids committing to any specific interest rate decision, he places a clear priority on controlling inflation. This leaves the markets dependent on incoming economic data rather than receiving a definitive signal from the Fed.
Speaking at an IMF meeting on October 16, 2026, Fed official Kevin Warsh emphasized the importance of price stability, expressed confidence in the resilience of the U.S. economy, and refrained from pre-judging future policy meetings. The Fed raised inte

🛢️ Venezuelan crude weakened in September: exports fell nearly 9% to 1.08 million barrels per day, and oil traders are demanding bigger discounts from PDVSA to offset freight costs.
Selling less oil means less foreign currency coming in: the quiet blow is being felt in the banking system, the dollar market, and P2P USDT trading desks in bolivars.
The mechanism is straightforward:
1) Fewer barrels + bigger discounts = fewer dollars per barrel. If you export 9% less and also sell at a lower price because of higher freight costs, foreign currency inflows take a double hit.
2) Less foreign curren

Weird total $DAG stake increased by 13M

$SOL is building a bullish setup on the monthly chart.
Solana is forming a bullish triangle pattern, and a confirmed breakout could open the door to its next major leg up.
The key is a strong monthly breakout with follow-through. If buyers take control, $SOL could be setting up for a bigger move.
#Solana

$Q Risk Warning
The 11% allocation for investors and advisors and the 10% allocation for the core team have been unlocking linearly since early October, totaling 21% of the total supply; potential selling pressure should be monitored.
RSI at 75.28 is in overbought territory, and the price is nearing the upper Bollinger Band
at 0.05382, increasing the risk of a short-term pullback.
The top 10 addresses hold 57.92% and the top 100 addresses hold 97.26% of the supply, indicating highly concentrated holdings; large transfers could amplify price volatility.

$AGT Doubled in a day—are you catching a falling knife or getting on board if you buy now?
I just checked the chart: $AGT is at 0.0391, up 56.54% in 24 hours, with a high of 0.0425 and a low of 0.0250. Trading volume hit 456 million. This isn't a small-time move; real money is changing hands. The group chat has blown up: some people who got in at 0.026 this morning are now up 50%, while others who chased at 0.042 are now left out in the cold at the top.
Bullish case: First, 450 million in trading volume for a coin at this market cap means liquidity has opened up fast—this isn't a dead market.

PumpFun just launched perps powered by Hyperliquid
This will obviously be another tool for degens to play with, and also shows how Hyperliquid is a really strong infra play
For guys like me this is far more interesting to use vs memecoins so it will onboard a new category of users to the app
I ran up a perp account from $50K to $92K a few weeks ago so might do it in public and see if I can do it again