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$BTC is trying to confirm a local bottom and close above the 50 day moving average ($80.7K)
Expect volatility in the next 24hrs with FOMC and earnings season

$ZEC is my biggest position again, as of yesterday
average entry: $1,230
also added $PUMP and $HYPE . those 3 are pretty much my whole portfolio
the only leverage position I have atm is an Oil short
still holding a lot of cash, because I could be wrong

these are all the times BTC fell 5+ days in a row in 2026
the first 4 times, it was down 10.5% on average 15 days later
but we've been in an uptrend since $58K, and the one time it happened since then, BTC was 24% higher 15 days later
we're in another one of these streaks right now
if it ends today, by the next 15 days we've been through FOMC, midterms and a decision on Oil rejecting or breaking higher to ATHs
in bull markets consolidations end with markets going up, and although one data point isn't enough to say, I am more bullish than bearish

$SOL is the only token with positive ETF flows in the last 30 days
ETH is the worst, with -$1B

$HYPE is the only large cap with a clear bullish catalyst this month
anthropic IPOs on november 16, and it'll be bigger than SPCX
hyperliquid already has a pre-IPO $ANT market, so tradfi will be trading and sharing that chart all week
narrative alone is enough for me to bid $HYPE. if volume is massive, it outperforms every other large cap

Markets dumped leading to the SPCX IPO
SPY -2%
Nasdaq -3.%
BTC -0.4%
Will the same happen with Anthropic $ANT?

$80K doesn't matter, price is compressing and showing no bias
Low liquidity, doom campaigning pre-midterms, maximum uncertainty on AI hacks, geopolitical tensions
I am leaning more into BTC pricing in a lot of things at once and stalling until midterms, not collapsing
What still worries me:
• What does Trump do if he loses the midterms and has nothing left to lose?
• What happens with Israel/Iran if Netanyahu loses his election?
• When do we get the first real AI attack on public infrastructure and how will market react?
All in all, still have a lot of cash, but have been nibbling BTC & PUMP,

Holy....Lula won the Brazil elections and their stock market just CRASHED 25% on Hyperliquid

Looks like PumpFun has flipped FOMO in daily active users
PumpFun: 63K
FOMO: 55K

crypto is dead, tokens are dead
there are businesses worth investing in that happen to have a token instead of a stock
and there are shitcoins
it's time to forget this space as it was and see it for what it is
this is bullish btw

Bought Bitcoin ~$80.2K
The recent drawdown created complacency on shorts IMO and $80K held so far after 2 failed attempts at breaking below
After further consideration I think $NEAR $HYPE $SOL will underperform on the bounce vs $ZEC $PUMP $VVV
Reason why: some printed new lows yesterday vs last week and others higher lows
Reasons to buy BTC:
> Shorts complacency after 20 days of drawdown/range + alts bleeding + macro fears and BTC still in the $80K to $87K range
> Price action this weekend may have been in anticipation of US move on Iran which hasn't materialised (so far), can imagine relief

$SOL is $3 away from the bull market support band at $98
If Bitcoin goes sub $80K, SOL can drop to the low $90
But I'm leaning towards a recovery by end of next week
If you're bullish long term, this is where you want to buy