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Bears/Sidelined capital really does not want to see BTC win over $81.7K
Good Alts can already smell the blood

If crypto was a person and we were its cells, it would be mentally unwell and suffering from PTSD.
By now 15% of CT died trying to trade this range
The only reason this feels bearish is because we are not going up. The chop is never bullish, our brains are fried and need constant hits of dopamine.
I can sense the anxiety of being sidelined and fearing that one green candle that comes every 2 months. On the other hand, the fear of being allocated and waking up to another 10/10.
Do whatever you need to do to stop being so afraid of what might happen

$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