Already long! Waiting for takeoff 🛫, rebound to 82500 tonight [haha]

Just passed $4.5M in value returned.
As an aside, claims have slowed considerably and I will soon be transitioning all remaining assets to a more permanent home: a dedicated smart contract that issues ERC721 receipts to claimants.
Do not be alarmed if you see the assets begin to move - I will pre-announce the contract address.
This comes at an additional gas expense but means that each claimant will be written to storage, so assets will remain claimable for as long as Ethereum exists.
Stay safu.

Is this pullback by the AI computing power leader actually the start of a major plunge?
The U.S. stock market’s opening today is quite interesting—a complete split between winners and losers. The Dow climbed to 51,922 points, up 0.58%, while the Nasdaq was hit by a sell-off, falling 1.31%, and the S&P 500 fell 0.47%
Chip stocks were hit across the board, with $AMD plunging 5.4%, $INTC falling 4.6%, and $NVDA following with a 2.71% pullback. Chinese concept stocks $BABA and $BIDU also pulled back slightly, by around 1.7%
In my view, this is not a problem with AI computing fundamentals at a

#AnthropicTurnsProfitablebutGrowthSlows
ANTHROPIC TURNS PROFITABLE, BUT GROWTH SLOWS: IS THE AI BOOM ENTERING A NEW PHASE?
My Original Market View | October 15, 2026
Anthropic's latest financial update highlights two important trends: AI is becoming a profitable business, but its extraordinary growth pace may be moderating. The company behind Claude AI has reportedly achieved adjusted profitability for a second consecutive quarter while continuing to expand its revenue.
My view is that this is neither automatically bullish nor bearish. The real question is whether Anthropic can sustain revenu

$BTC
Warsh is going to kill the dot plot
The Fed is in complete turmoil
From now on, the market can only guess interest rates based on the data
Fuck
Guys
This old bastard Warsh really doesn't let anyone have peace
This asshole is pushing a revolutionary communications reform
To drastically scale back forward guidance
And even assess revising or scrapping the dot plot
To build a quiet central bank
No longer giving the market an interest-rate roadmap in advance
The entire macro trading logic is going to change
Warsh's reasoning seems pretty sophisticated
He says overly transparent forward guida

BREAKING: IT'S OVER FOR BITCOIN AGAIN!
$BTC is trading near $81,332, down 2.90% on the weekly chart.
Bitcoin has faced multiple brutal corrections since 2023, with traders repeatedly declaring the bull run OVER.
Yet previous crashes were followed by massive recoveries and new highs.
Now the same fear is returning as Bitcoin struggles below $85,000.
IS THIS THE END OF THE BULL RUN OR ANOTHER HISTORIC BUYING OPPORTUNITY?

$ETH
Now is not the time to cut your ETH position; it’s time to tighten your belt🐴 Every pullback is sunflower seeds handed to you by the bull market—crack them all and then take off🛫 Ethereum falls below $2,400; BTC falls below $81k

Long $ARC is expected to rebound toward the upper resistance level. Entry point: ⁠0.0418 - 0.0425⁠ (near the current price ⁠0.04227⁠) Stop Loss (STL): ⁠0.0395⁠ (below the recent structural low area) Take Profit targets (TP): TP1: ⁠0.0470⁠ (short-term resistance / previous high-volume area) TP2: ⁠0.0525⁠ (middle area of the price channel / intermediate resistance) TP3: ⁠0.0585⁠ (higher target in the previous high area / long-term EMA)

The market has fully priced in an October rate hike; PPI cannot change this fact

Before the PPI data is released, I want to point out a fact that many people may have overlooked—the market has already fully priced in a Federal Reserve rate hike in October.

After the August PPI data was released, traders generally believed that the probability of a Federal Reserve rate hike in October had risen significantly, and the related expectations had basically been priced in. Data on September 10 showed that the market’s expected probability of a Federal Reserve rate hike in September had risen to 7

This is a real photo of Buddy, straight from his owner Alex’s (@1c1cl3) personal photo album.
I’ve seen plenty of memecoins come and go, but how often do you come across one with a story like this?
Not some made-up meme character but a real rescue dog who was loved enough to have his name written into Bitcoin history back in 2014.
A message forever recorded in Bitcoin block 299825. And his actual owner, Alex, still here supporting the community keeping his story alive.
That’s what makes BUDDY stand out to me.
No need to invent a story when the real one is already this good. We are so early.
@B

2026 so far...
The US went to war with Iran & the Strait of Hormuz got shut down. Oil ripped to $118
The Fed HIKED rates for the first time since 2023
The 10 year treasury blew past 5% for the first time since 2007
A report came out that OpenAI’s revenue is almost $20 BILLION less than people thought
& yesterday morning inflation came in hot at 3.7%
Every one of those days my timeline was full of people saying sell everything & wait for the crash...
Want to know what I did?
Nothing most of the time... & actually capitalized more in the fear.
The S&P 500 hit an all time high a few days ago. Sam

$ELSA Long Setup
Buy: 0.052 - 0.053 Take Profit: 0.05600 / 0.05800 / 0.0600 Stop Loss: 0.050
Everyone, setups like this don't come every day, so don't miss out. I've already gone long with 35x leverage. Are you ready? Not investment advice. Trade here 👉🏻 $ELSA

U.S. September CPI rose 3.7% year over year (expected 3.6%), while core CPI rose 2.6% year over year (expected 2.5%). Both exceeded expectations, marking the largest increase in five months. After the data was released, Bitcoin rapidly fell from $84,000 to below $82,000, Ethereum weakened in tandem, and the 10-year U.S. Treasury yield rose to 5.329% intraday.
Rapid evolution in market pricing: After the CPI release, the probability of an October rate hike briefly surged from 22% to 53.7%, but then Fed officials Daly, Goolsbee, and Bowman successively said they were “in no hurry to act in Octob

What would I do if PPI comes in below expectations?

We’ve discussed a lot about PPI coming in above expectations. But what if PPI comes in below expectations?

The market expects headline PPI to rise 0.5% month-on-month and core PPI to rise 0.3% month-on-month. If the actual data comes in at 0.3% for headline PPI and 0.2% for core PPI, that would be a clear “below expectations” result. How would the market react in this situation?

First, the interest rate futures market would quickly lower expectations for rate hikes. The probability of a rate hike in October could fall from 50% to below

The tea leaves and bacteria in the thermos are the last navy.

CPI Followed by PPI—The Macro Truth Behind Inflation Data Repeatedly Surging Above Expectations
When two consecutive inflation reports exceed expectations, the market’s hopes for rate cuts are being stripped away layer by layer. On October 14 and 15, U.S. inflation data gave global investors a harsh lesson.
Two consecutive nights, two inflation reports, and the market’s rate-cut expectations took a heavy hit.
U.S. September CPI rose 0.6% month over month on a seasonally adjusted basis, up from 0.4% in August; it rose 3.7% year over year, above the market expectation of 3.6% and the previous re

One trend I’ve been paying closer attention to lately is how the line between crypto and traditional finance keeps getting thinner.
The fact that bStocks reached $1B in AUM just four months after launch isn’t interesting only because of the number. To me, it shows there’s real demand for accessing traditional market exposure through crypto-native infrastructure.
What really caught my attention is the way people are using it. Users have already moved more than $6B between bStocks and direct stocks through 1:1 conversions with no conversion fees.
That tells me this isn’t just something people b

Everyone is bottom-fishing at $80K? Hoping for another 4,000-point rebound? You think capitalists are too kind! U.S. stocks opened broadly lower! South Korean stocks triggered a circuit breaker! CPL is also facing heavily bearish news! Short the late-session rebound! Be bold and short! Short directly! $80K won’t hold! Keep positions light! Add on rebounds! Target 79,333 in the short term!