Crypto KOL Community & Market Trends

Would you dare chase DOOD at $0.002?
Volume runs into several hundred million, while market cap is only $15 million—turnover more than ten times a day; after a +200% spike, it gets cut in half back to $0.002. You think it's a shakeout, but someone's actually practicing with your money.
First, the surface: the action is real, but action doesn't equal opportunity.
24-hour swings of 50-90%, with trading volume often exceeding $100 million and even surpassing the market cap itself. Market cap is $15-18 million, with an FDV of just $20 million—tiny even by micro-cap standards. Circulating supply is 78%, which sounds like a lot, but the treasury's 6.9% of tokens is eyeing your wallet.
The chart shows range-bound trading + occasional breakouts, not a one-way trend.
First: that +200% move wasn't a narrative taking off; it was a short squeeze.
Around October 21, DOOD spiked +200% from the bottom, pushing market cap toward $35-38 million, with volume far exceeding market cap.
Sounds like “it's about to take off”? Wake up.
Perpetual OI swung sharply, funding was often extreme, and liquidations hit both sides—this is a classic short-squeeze environment. Shorts were forced to close, driving prices up; then longs chased in and got stuck holding the bags, before the price was dumped back down.
The NFT floor price rose only slightly, far less than the token—IP didn't move, the coin did. Who do you think is trading it?
Second: 6.9% of the treasury tokens were transferred to exchange-related addresses.
In the medium term, around 690 million tokens (6.9% of the total supply) were transferred from the treasury multisig to exchange-related addresses. The remaining treasury is still held in a 2-of-7 multisig, with no strict timelock.
Someone is holding tokens that could crash the market, and whether they dump—and when—is anyone's guess.
Real demand remains weak, with heavy dependence on NFT sentiment and the broader altcoin market.
Doodles has an established IP and more of a story to tell than a pure meme coin—but you can't eat a story.
Third: macro isn't helping you, and the broader market isn't carrying you.
BTC is hovering around $80,000, with BTC dominance at 58-60% and limited altcoin rotation. Fear & Greed is at 48, neutral.
The Fed meeting window (October 28-29), persistent inflation, and pressure from real yields are weighing on risk assets.
What is DOOD? A small-cap, high-beta coin. When the broader market is steady, money comes in to play a quick spike; when risk appetite falls, it runs faster than anything else.
The bull-bear debate—judge for yourself
On one side:
The daily chart shows signs of breaking above the descending trendline, and price has reclaimed the short-term EMAs
The community is established, and the IP has a history of partnerships
When funding is negative, the cost of holding longs is favorable
If the broader market recovers, micro-caps have the most upside
On the other:
Explosive volume = speculation-driven, not price discovery
6.9% of treasury tokens are hanging overhead, with no timelock on the multisig
Weak real demand, no new substantive catalysts
Repeated rejections at 0.0023-0.0025, with frequent false breakouts
Key levels
Resistance above: 0.0023-0.0025 (repeated rejections) → 0.0027-0.003 (previous high/psychological level) → 0.0035+
Support below: 0.0018-0.00185 (recent low/volume concentration) → 0.0015-0.0016 (if lost, test the previous low)
Trading strategy
Keep total exposure within 1-3%, with perpetual leverage ≤5-10x. This is a micro-cap speculative coin; it can halve or double in a single day.
Short term (1-3 days):
Long: If it pulls back to 0.00185-0.0019 and stabilizes (volume expansion on the bounce + funding not overheated), try a small position; target 0.0023-0.0025, stop below 0.00175. Add only after a breakout above 0.0025 holds, targeting 0.0027-0.003.
Short: If it spikes to 0.0024-0.0026 and meets resistance (long upper wick + fading volume), try a small position; target 0.002 or 0.00185, with the stop above the breakout high.
Use limit orders to avoid stop hunts on the hour and around news windows.
Swing trading (a few days to 2 weeks):
Only look higher if it holds above 0.0025 with sustained volume and healthy OI growth—but always watch for treasury selling pressure. If it breaks below 0.0018 on heavy volume, stay on the sidelines or take a small short position, targeting lower support. Scale in and out, and move your stop loss promptly to lock in profits.
Medium to long term: Heavy long-term holdings are not recommended.
Weak fundamentals + looming supply make it better suited to event-driven trades or selective participation during an altcoin bull market.
DOOD is like the busiest table in a casino right now—
It draws the biggest crowd, and the chips fly fastest, but you never know whether the house will go big or small on the next hand.#美股财报季 #GateWCTCS9全球交易赛 #BTC争夺8万美元关口 $BTC $ETH $DOOD

Contract-killing cases like this are common in many countries; they just go unreported. Based on a global population of 8.3 billion, 30% of people worldwide actually have an absolute criminal potential. According to World Bank data:
1. Global population in extreme poverty: 750–900 million
Share of total population: 9%–11%
Income: < $3.00/day
2. People below the low-income poverty line: 1.4–1.5 billion
Share of total population: 17%–18%
Income: < $4.20/day
3. People with severe illnesses

At $2,315, could you bring yourself to sell ETH?
ETF outflows hit $1 billion in a month, it’s the worst October in eight years, and everyone is saying “ETH is over”—but BitMine quietly bought another 10k ETH, bringing its holdings close to 5% of circulating supply. At $2,315, you’re afraid of selling at the bottom and missing a rebound, but also afraid of riding it out until it goes to zero. What exactly are you waiting for?
First, the surface picture: the drop has been brutal, but some are still buying.
ETH is down 3-5% over the past week and 13-14% over the past month, marking one of its worst October performances in eight years. The daily RSI has fallen to 32-35, nearing oversold territory. The price has broken below the 20-day and 50-day moving averages, with a clear bearish alignment.
But BitMine bought another 10452 ETH last week, bringing its total holdings close to 4.95% of circulating supply, and it’s still staking more.
At the same time, U.S. spot ETH ETFs saw net outflows of over $1 billion in October, with BlackRock’s ETHA accounting for most of it.
First: ETFs are seeing outflows, but that’s not the whole story.
ETF net outflows reached $1-1.1 billion in October, with the highest daily outflow nearing $100 million. Sounds scary?
But look at the comparison: BTC ETFs still see occasional inflows, while ETH ETFs have seen almost one-way outflows. What does that tell you? Institutions have a lower risk appetite for ETH than for BTC. That’s bearish in the short term—there’s no getting around it.
But on the other hand, BitMine is accumulating ETH as a treasury asset, with holdings already nearing 5% of circulating supply. ETFs are selling paper ETH; BitMine is buying real tokens.
Second: Oversold is real, but oversold isn’t a reason to buy.
RSI at 32-35, nearing oversold territory. A lot of people see that number and get excited: “Buy the dip!”
I’d tell you not to rush. Oversold can get even more oversold. During the 2022 bear market, ETH’s RSI stayed below 30 for three full weeks, and the price fell another 20%.
What’s really worth watching isn’t the RSI, but the levels:
2300: psychological level + recent low; price is grinding around here today.
2260-2280: the next support zone.
2200: strong demand zone, the hard floor multiple analysts are watching.
2150-2100: near the 200-day moving average, a key Fibonacci level.
Third: The FOMC is the real judge.
At the Fed’s October 28-29 meeting, the market sees a 90% chance of rates holding at 3.75%-4.00%. But September CPI was 3.7%, PPI came in hot, and inflation remains sticky. The market has already priced in a substantial probability of another 25bp hike in December.
If the Fed’s language is dovish → risk assets get some breathing room, and ETH rebounds.
If the Fed sounds tough and the dot plot is hawkish → 2315 probably isn’t the bottom; 2200 is next.
Bulls vs. bears—judge for yourself
On one side:
BitMine continues adding to its holdings, nearing 5% of circulating supply
Staking rate above 35%, exchange reserves at multi-year lows, and circulating supply tightening
Oversold RSI, with potential for a technical rebound
The 200-day moving average (the 2150-2200 zone) is still providing support below
On the other side:
ETF net outflows topped $1 billion in October, with low institutional risk appetite
The foundation sold 2785 ETH, Arthur Hayes reduced his holdings, and whales transferred ETH to exchanges
The Glamsterdam testnet has been delayed, with no strong near-term catalyst
Bearish alignment on the daily chart, MACD below zero, and no trend reversal
Risk appetite is suppressed ahead of the FOMC
Trading strategy
Short term (1-3 days):
If 2300 holds, a bullish candle comes with strong volume, and RSI recovers, consider a small long position, targeting 2330-2350, with a stop below 2280. If 2300 breaks on strong volume, consider a small short or wait for a bounce to 2350 to short, targeting 2250-2200.
Swing trade (1-2 weeks):
Bullish approach: Wait for the strong 2200-2250 support zone to build a position in stages, with a stop below 2100 and a target of 2400, then 2500+. Only consider adding once price reclaims 2400 and holds above it.
Bearish approach: Short a rebound that stalls at 2350-2400, with a stop above 2450 and a target of 2200.
Neutral: Sell highs and buy lows in the 2300-2400 range, with position size no more than 20-30% of total capital.
Medium to long term:
The fundamentals aren’t bad—high staking, institutional holdings, and the upgrade roadmap are all in place. But you have to accept the possibility of another test of 2000-2200. Dollar-cost averaging is fine; going all in with leverage is not. There’s no rush to build a large position until these three signals appear: ETF flows reverse, Glamsterdam launches, and macro conditions ease.
At this level, the person having the hardest time isn’t the bear or the bull—it’s you, afraid of selling at the bottom but also afraid of holding until it goes to zero.
The level the whales like most is the middle ground where you can neither bring yourself to sell nor feel comfortable holding. #美股财报季 #GateWCTCS9全球交易赛 #BTC争夺8万美元关口 $BTC $ETH $SOL

Use key levels for short-term investing, Elliott Wave Theory for medium-term investing, and Dow Theory for long-term investing!

The current storage shortage is mainly due to AI data centers.
The next big narrative will come from → robots!
Musk just said that robots’ RAM demand will exceed all other demand on Earth!
Demand for superintelligence (SI) will far exceed that of robots, and nearly 100% of superintelligence computing will ultimately take place in space.
Micron $MU sets the memory baseline for humanoid robots at over 200GB per unit. The Optimus robot is targeting 10 million units per year—just do the math: how much DRAM will that require!

A soul-searching question: If you don’t gamble, aren’t you just betting that you’ll lose? So I’ve never agreed with the experts who say not to trade futures. What did you come to crypto for if you’re not going to trade futures? If you’re not using leverage, you might as well get a regular job. You waited 4 years just to get that pathetic little gain from holding spot Bitcoin? Go leveraged—leverage is a must; you just have to pick the right time and opportunity!

For anyone being hounded by sales calls from banks, I strongly recommend trying this:
Go straight to the live customer service chat in the app and send them this:
Please add my phone number to your permanent marketing do-not-call list and stop all sales calls and text messages about installment plans, cash advances, loans, and wealth management. Please create a service ticket and give me the ticket number. If I continue receiving marketing calls, I will file complaints with 12321 and the financial regulators.
Customer service’s attitude changed immediately. They’ve now blocked all marketing calls for me, and I finally have some peace and quiet!

An AI agent completing a task is impressive.
But what happens when that same agent gets paid to do a job and delivers something completely wrong?
That's the part of the AI agent economy I've been looking into.
Most people focus on what agents can do. I'm more interested in what makes them reliable enough to hire.
This is where @termix_ai and its AACP protocol caught my attention.
On an agent can have its own onchain identity, offer services, accept jobs and build a reputation tied to its work.
But the interesting part happens after someone places an order.
Payment is secured through onchain escrow. The provider submits its work, delivery is recorded, and there's a mechanism to challenge the result if something goes wrong.
AACP also separates the buyer, service provider and dispute-resolution roles.
Why does that matter?
Because an agent shouldn't become trustworthy simply by claiming it can perform a task.
Its completed work, transaction history and ability to resolve disputes should contribute to that trust.
Of course, having these mechanisms doesn't automatically guarantee quality. Their effectiveness depends on how fairly and reliably they operate.
For me, that's the bigger question behind TermiX.
Can AI agents move beyond generating outputs and become accountable participants in a real economy?
That's much more interesting than another directory full of AI tools.
>>

🔥 BULLISH: $XRP whales holding 10M+ tokens now control about 68.5% of supply, their largest share since November 2022, as they keep accumulating with price near $1.29, per Santiment.

What should a self-driving car do when it encounters the Paw Patrol?

In case you didn't know, you can apply for a U.S. visa if you can cook!
Especially pasta
Those skilled in intangible cultural heritage techniques can also apply for a U.S. P3 visa
There is no annual cap on the number of these visas issued
And once approved, you can keep renewing it
If you have a spouse and unmarried children under 21
They can also come with you to the U.S. and get P4 visas

On October 27, Brent crude pulled back from a six-month high, while WTI fell to around $101. Qatar’s mediators put forward a “five-day concessions plan,” and senior officials from Saudi Arabia, Türkiye, and Pakistan flew to Tehran.
By the traditional playbook, oil prices fall → inflation eases → risk assets rebound, so BTC should rise.
Instead, BTC touched $80,000 twice, was knocked back twice, and ultimately closed at $79,841. Around $1.3 billion in positions were forcibly liquidated.
Good news came out, but the price didn’t move. That is more dangerous than a decline.
“Paper progress” in negotiations does not mean “actual passage.”
Iranian sources directly rejected reports of “reopening the Strait of Hormuz in exchange for sanctions relief,” calling them “false and purely imaginary.” The Qatar proposal is stuck on an impasse: who makes concessions first? Does the U.S. lift the blockade first, or does Iran open the strait first? The two sides don’t trust each other and can’t agree on the order of implementation.
The $4 drop in oil prices is pricing in “expectations.” And “expectations” can be torn apart by a single statement from Tehran. The market is buying a story that hasn’t become reality yet. BTC isn’t following because it’s more honest than crude oil.
The real pricing anchor isn’t in the Middle East at all; it’s the Federal Reserve.
At this week’s FOMC meeting, the Fed is almost certain to hold rates steady in October—CME data puts the probability above 90%. But everyone is watching something else: will Warsh leave the door open to a rate hike in December after the meeting?
A Reuters survey of 100 economists found that 94 expect no change in October, but interest-rate futures have already priced in a 67.5% chance of a December rate hike. Warsh has avoided giving forward guidance since taking office, and in July he once sent the market crashing by saying too little.
If the only reason for not raising rates in October is to “wait and do it all in December,” then this marginal boost from falling oil prices is worthless in the face of interest-rate uncertainty. BTC isn’t dismissing the oil-price signal; it’s more afraid of what Warsh might say.
The Houthis are “planting a time bomb” under oil prices, but the market is acting as if it hasn’t noticed.
On October 24, the Houthis attacked Saudi Arabia’s East-West Pipeline. What makes this pipeline special? It is the key alternative route for transporting crude oil while bypassing the Strait of Hormuz. It had only just been shut down once in September following a drone attack.
If this pipeline is effectively cut off before the Strait of Hormuz reopens, the alternative route will be gone too—and the oil-price retreat we saw today could be completely reversed overnight.
The market is barely pricing in this tail risk. This isn’t optimism; it’s complacency.
Oil’s retreat is an “expectations trade,” while BTC’s decline is a “reality trade.”
The market is voting with its feet: it doesn’t believe the negotiations will really come to fruition, and it is already hedging against Warsh’s hawkish stance. Long positions accounted for the vast majority of the $1.3 billion in liquidations—those betting on “good news being priced in” were wiped out because the “good news wasn’t enough.”
When an asset doesn’t rise on good news, it means pricing power isn’t in the hands of the good news.￥#BTC争夺8万美元关口 #GateWCTCS9全球交易赛 #美股财报季 $BTC $BZ $CL

Today, $LITE surged 8%, the biggest gain across all of $SPY ! It’s still 28% below its previous high of 1143.
Management moved NPO up from its originally planned 2028 pilot to a 2027 ramp-up. Lumentum, which also holds bottleneck positions in high-speed indium phosphide lasers, cloud transceivers, and optical switches, is completely sold out through 2029, and customers are starting to lock in capacity for 2030.
StoneX initiated coverage with a Buy rating, raising its price target from 818 to 1200, implying 46.7% upside! Rumors of U.S. restrictions on foreign optical modules are also running rampant.
Key points to watch in next Thursday’s earnings: revenue guidance of $1.225–1.275 billion, an operating margin of about 40%, and non-GAAP EPS of 4.05–4.35. Fact check: orders are backlogged, with a 70% supply shortfall in 2027.
The $COHR $CIEN $AAOI $LYTE ETF is also up 5%—optical communications are finally perking up!

Guilin’s advice: Bullish: Hold your positions and wait for prices to rise, use low leverage, and set a wide stop-loss in case the trend is clearly broken; Bearish: Staying out of the market is the real short position; Short-term contracts in a narrow range: Don’t throw your money away.

Today's AI U.S. Stock Market News:
1. Anthropic $ANT officially filed for an IPO, sending AI stocks soaring across the board! $SPY +0.7%, $QQQ +0.8%, $SOXX +3%
2. $TSLA surges 5.2%! Merger expectations with $SPCX are heating up, and institutional price targets have risen from 370 → 450
3. Stock offering! $Meta announced $95 billion in equity financing for AI expansion, a short-term negative; the stock slipped 2%
4. South Korea's central bank warns that slowing AI investment could cut chip exports by $50–100 billion, $MU $SKHY $SNDK
5. Citadel warns: This sell-off is just the first warning bell, and the worst is yet to come. There's no room for error in the AI trade!

Anthropic $ANT Prospectus Must-Buy List:
1. NVIDIA $NVDA
Although no massive contracts are named directly, NVIDIA GPUs are used extensively in partnerships such as SpaceXAI (a core component of SpaceXAI’s computing capacity of up to approximately $120.5 billion), while other third parties (Nscale, Lambda, etc.) also purchase large volumes of NVIDIA chips. Anthropic’s multi-chip strategy still relies heavily on NVIDIA GPUs—the strongest validation of global AI computing demand!
2. TSMC $TSM
The prospectus lists it as a risk factor: Most of the world’s most advanced chip manufacturing capacity is concentrated in Taiwan, primarily at TSMC. Anthropic itself acknowledges that this is a critical vulnerability. AI chip designs from around the world ultimately have to return to its factories to become real products. The more geopolitical tensions rise, the more its scarcity stands out.
3. Amazon $AMZN
Anthropic has at least approximately $110 billion in long-term computing commitments on AWS (through 2036, with payment basically required regardless of actual usage), while AWS is also a key distribution channel for Claude. Amazon is both an investor and a computing provider (including its proprietary Trainium chips). Anthropic’s explosive growth directly brings AWS high-certainty, large-scale contracts, making Amazon’s cloud business and AI infrastructure the most direct beneficiaries.
4. Broadcom $AVGO
Approximately $161.2 billion in five-year commitments for TPU-related equipment leases (finance leases, basically non-cancelable). This is one of Anthropic’s largest individual hardware-related expenses and directly corresponds to the hardware implementation of Google TPUs. Broadcom’s position in custom AI chips and networking is further strengthened, making it a key beneficiary of computing capacity expansion.
5. Google $GOOGL
At least approximately $114.5 billion in Google Cloud computing commitments (through 2033, with a true-up clause), plus substantial computing demand based on Google TPUs. Google is a partner (Vertex AI distribution channel), a computing provider, and a competitor (Gemini). Anthropic’s huge locked-in spending amounts to a long-term, large-scale order for Google Cloud and the TPU ecosystem.
6. Advanced Micro Devices $AMD
In July 2026, it signed a hardware supply framework agreement with Anthropic to provide Helios rack-scale systems (MI450 series GPUs). Even more notably, AMD has committed to spending up to $5 billion in cash to buy Anthropic stock. A supplier directly taking an ownership stake in its customer makes the depth of the relationship clear. It is the next-best choice after NVIDIA.
7. SK hynix $SKHY
Named in the prospectus as a core HBM supplier. SK hynix has long led the high-end HBM market and is a key supplier to AI accelerators such as NVIDIA’s. The enormous computing needs of frontier model companies like Anthropic will continue to tighten HBM supply and demand and support prices.
8. Samsung Electronics $005930.KS
The prospectus lists Samsung as one of the three major manufacturers of high-bandwidth memory (HBM). It also has capabilities in memory, storage, and wafer foundry services, and Anthropic has named it as a strategic infrastructure partner. The expansion of AI computing capacity directly drives demand for HBM and potentially custom chips, making Samsung one of the most broadly positioned beneficiaries.
9. Microsoft $MSFT
At least approximately $44.9 billion in Azure computing commitments (through around 2033). Microsoft is one of Claude’s cloud distribution partners. Although the amount is relatively small, Azure is still one of the three major cloud providers. As Anthropic spreads its computing needs across multiple providers, Microsoft can secure a steady share, while its own AI efforts (through its partnership with OpenAI) are also gaining momentum.
10. SpaceX $SPCX
Through its subsidiary SpaceXAI, it provides up to approximately $120.5 billion in NVIDIA GPU computing capacity (through 2029; about $3.1 billion per month at full capacity, with some capacity cancelable on 90 days’ notice). This is an important source of computing capacity for Anthropic outside traditional cloud providers, and it also underscores how scarce computing capacity is: even players like SpaceX can land major contracts.
Anthropic admits that its critical vulnerability is entirely in TSMC’s hands!

The Semiconductor Sector Is Fighting Back! Is This a Bear-Market Rally or a Buy-the-Dip Signal?
1. Intel $INTC
has fallen for more than a dozen consecutive trading sessions, dropping over 20-30% in just a few weeks, and its share price is now near the 200-day moving average. A short-term rebound could happen at any time, but the real test will come when it reaches the declining 50-day moving average.
2. Nvidia $NVDA
took a hard hit earlier, and today it finally rebounded. The semiconductor sector is showing signs of a comeback from near the 200-day moving average, but for now, this looks more like an oversold bounce. It’s too soon to say a new uptrend has begun.
3. Tesla $TSLA
climbed back above the 200-day moving average, forcing short sellers out. But don’t rush to call it a reversal—the key is whether it can hold above the 200-day moving average from here.
4. Nasdaq 100 $QQQ
Positioning in the market is more crowded now than it was a week ago, which means more choppy trading is likely in the short term. The index doesn’t necessarily have to plunge right away, but don’t expect it to rise in a straight line either. A more reasonable expectation is that it will look for direction amid volatility.
5. Meta $META
suddenly tumbled for several days in a row when it was close to its all-time high, losing nearly 20% in just a few trading sessions. The most important thing now is whether the 200-day moving average can hold. If the stock can find support and move sideways, it may still have a chance to regain strength.
6. Google $GOOGL
Tesla just climbed back above the 200-day moving average, while Google has fallen back below it. The major tech stocks are starting to diverge noticeably. If Google can’t reclaim this key moving average soon, it will be hard to feel confident about a broader tech-stock rebound.
7. Micron $MU
also posted a solid rebound today, but its share price remains capped by the 50-day moving average and the declining 20-day moving average. There may be room for a short-term recovery, but the trend can’t be called reversed until the stock climbs back above these key moving averages.
8. Advanced Micro Devices $AMD
rebounded along with the semiconductor sector, suggesting that investors are once again turning their attention to tech stocks that were hit hardest earlier. But the key is whether the rally can continue on stronger volume and reclaim key moving averages.
9. CoreWeave $CRWV
, an AI cloud computing stock that was heavily sold off earlier, rebounded, but its closing performance remained weak, with the share price still below the declining 5-day moving average. This looks more like a weak bounce in a downtrend. Don’t rush to buy the dip just because the stock rose intraday.
10. Dell Technologies $DELL
It’s still too early to tell whether today’s rebound is a normal pause after the decline or the start of a new rally. If it’s just a weak bounce after breaking below a key level, the stock could still move lower.
11. Salesforce $CRM
hasn’t gained much over the past few days, but it has held above the rising 10-day moving average, suggesting that short-term buying support is still there. If it continues to hold above the 10-day moving average, it may have a chance to move higher after consolidating. If it breaks below that level and continues to weaken, be wary that the rally may be losing momentum.
12. Riot $RIOT
Bitcoin-related stocks tried to rebound intraday, but their closing performance remained weak. There are still no signs of sustained inflows. To strengthen in the short term, they need to break free from downward pressure rather than simply rally intraday.
13. Hut 8 $HUT
is moving much like other high-risk stocks tied to AI computing and cryptocurrency: it rebounded intraday, then lost momentum. If it can’t even hold above the 5-day moving average, it’s hard to say it has found a short-term bottom.
14. VanEck Semiconductor ETF $SMH
The semiconductor sector was one of the market’s bright spots today, as chip stocks that had fallen sharply earlier began to rebound across the board. If the sector can find solid support near the 200-day moving average, it may see a recovery rally, but it remains to be seen whether the rebound can last.
15. KLA $KLAC
Earnings from semiconductor equipment companies haven’t all been surprises, and the market has reacted quite coolly to reports from some companies. Even if a stock gaps up after earnings, don’t focus only on the numbers—watch whether the market is willing to keep buying. Without sustained buying, even the best industry story may not be enough to push a stock higher.
16. Lam Research $LRCX
Some semiconductor equipment stocks have fallen after earnings, showing that the market’s expectations for results and future guidance are getting higher. If a stock gaps down after earnings, respect the market’s signal in the short term instead of rushing to buy the dip simply because you’re bullish on AI demand.
17. Credo Technology $CRDO
Semiconductor-related stocks that fell sharply earlier are starting to rebound, suggesting that investors are looking for oversold opportunities.
18. Rubrik $RBRK
The cybersecurity sector continues to strengthen, with Rubrik among the market’s standout performers. When the broader market isn’t offering many opportunities to make money, keep a close eye on sectors that are still attracting sustained buying. They may continue to outperform the broader market.
19. Tenable $TENB
is also benefiting from strength in the cybersecurity sector, outperforming the broader market even as overall conditions remain subdued. If the sector continues to lead software stocks, Tenable may attract more investor attention.
Funds are starting to snap up shares again!

Polymarket puts the odds of Democrats winning the House at 93%.
BTC over the past week: slid from around 82k to 79.8k, a drop of less than 3%.
A “bearish” event priced in at 93%, and BTC’s reaction was to yawn.
If you’re still selling everything because “Democrats are going to win,” you’re watching the wrong screen.
Democrats win = crypto crashes.
For the November 3 midterm elections, the market is almost certain Democrats will take the House, with the odds of them gaining full control of both chambers also around 65%.
By “linear thinking,” BTC should crash to 60k.
What actually happened? Repeated battles around the 80k mark, with bulls and bears locked in a tug-of-war, neither knocking the other out.
Why?
Because elections don’t decide bull or bear markets. They determine how quickly legislation moves.
In July 2025, the House passed the bill with 294 votes in favor.
On September 15, 2026, the Senate procedural vote failed, 49 to 50. It fell 11 votes short and didn’t even reach the 60-vote threshold.
A “pro-crypto” House couldn’t keep the bill alive in the Senate.
Would a “more pro-crypto” Congress automatically bring the bill back to life?
No. The Senate needs 60 votes, not “a new group of people taking their seats.”
Elections change “who votes,” not “the vote threshold dropping to 51.”
What’s really weighing on BTC has never been Congress.
At the Fed’s October 28 rate decision, the odds of holding rates steady are 90.6%.
But the odds of a 25-basis-point hike in December are 67.5%. All 100 economists surveyed by Reuters expect a December hike.
The federal funds rate stands at 3.75%–4.00%, after a hike in September—the first since 2023.
High interest rates are the knife hanging over risk assets. That knife is in the Fed’s hands, not Pelosi’s.
Midterm elections determine “who can sign bills,” not “who can print money.”
So do elections affect crypto at all? Yes, but it depends on the asset.
BTC runs on macro liquidity and ETF flows. Election results don’t change the Fed’s rate-hike path, the direction of 10-year Treasury yields, or whether investors are willing to buy Bitcoin ETFs.
The assets truly sensitive to regulation are DeFi, trading platforms, and stablecoin issuers—they fear congressional investigations, subpoenas, and hearings. If Democrats take the House, these tools will indeed come into play.
But BTC doesn’t fear subpoenas. BTC fears real interest rates rising.
People who treat elections as trading signals often forget there’s a Fed behind the candlestick chart.
Polymarket prices have already “priced in” this outcome. Once something is priced in at over 90%, it’s no longer a “catalyst” but “background noise.”
Trading now because “Democrats are going to win” is like shorting because “the sun will rise tomorrow.”
The market already knows. You’re just the last one to find out.
After November 3, headlines will be everywhere: “Democrats won, crypto is finished.”
Turn those headlines off.
Watch to see whether the Fed hikes rates in December.
Watch whether ETF flows are coming in or going out.
Watch who’s propping up the 80k level and who’s pushing it down.
Elections change the pace of legislation, not the direction of bull or bear markets.
The switch that determines bull or bear markets has never been in the ballot box. #美股财报季 #GateWCTCS9全球交易赛 #BTC争夺8万美元关口 $BTC $ETH $SOL