The rebound came faster than expected. The morning short entry was at a great level! But now that I’ve covered this short, there’s no need to hold on too long just yet; there may be another high to enter short at. I only put on an initial position myself—I went full size at 2330–2350. Looks like we’ll have to wait for an opportunity in the night session

Hawkish chokehold + options meat grinder: 81,000 is the bulls’ guillotine. BTC keeps falling, and it comes down to three things: The Fed is holding steady with a hawkish stance, the probability of a rate hike in December is above 85%, and risk assets are being drained; $11 billion in options expire tomorrow, with Gamma piled up between 70,000 and 82,000, and market-maker hedging will accelerate the sell-off; on top of that, nobody dares to buy the dip ahead of the midterm elections, and the liquidity vacuum is leaving the decline with no resistance. Technically, bulls can’t even reach 82,000,

🐋 WHALE WATCH : Brian Armstrong flagged HTTP 402 combined with stablecoins as the next major crypto unlock.
The x402 open standard paired with low-cost rails gives web architecture native micro settlement for the first time. Sub cent usage based payments become possible. Credit card processing friction disappears. AI agents get payment rails they can use autonomously.
Subscriptions and ad models werent the plan. They were the workaround for payment infrastructure that couldnt handle small transactions cheaply.
The infrastructure is shifting. Most people are watching memecoins.

Bitcoin's 1,370-day cycle suggests 365 days of pain followed by 1,005 days of gains.
The chart looks almost too perfect.
But here's the catch. ETFs, institutional ownership, and global liquidity have fundamentally changed who buys $BTC and why.
The biggest mistake might be assuming the next cycle will behave exactly like the last three.
History rhymes. It doesn't follow a calendar.

10.29 Market Analysis:
Market Overview
Following the Fed’s decision to keep interest rates unchanged, the market is consolidating cautiously. BTC is holding the key $80K level, and the crypto market overall remains in a cautious consolidation phase.
Bitcoin (BTC): Around $80,260, with a slight 24-hour move (approximately +0.6%). Market cap is about $1.61 trillion, with 24-hour trading volume of around $26 billion. Recently, it has traded within a $79,600–$81,700 range.
Ethereum (ETH): Around $2,326, up approximately 0.7% over 24 hours.
Total market cap: Around $2.69 trillion, down slightly by

Even raising rates to 82.6% won’t kill AI. It only kills the false belief in compute with no path to profitability.
Fed official Warsh just floated the prospect of rate hikes, and Microsoft and Google delivered two starkly different report cards that same night: Microsoft posted 48% growth by selling compute, while Google poured money into buying chips but got no profit in return, badly missing on earnings per share.
The era of telling AI stories by piling up chips came to a definitive end last night. As the cost of capital keeps climbing, the market no longer cares how many GPUs you’ve bought

What Is a Moving Average Retest? How Can You Tell Whether Price Returning Near a Moving Average Is a Trend-Following Entry Opportunity or a Warning That the Trend Is Weakening?
In crypto trading, after BTC continues to rise, the price sometimes pulls back to around the MA20 or MA60 before rising again. This phenomenon is called a moving average retest. It may offer an opportunity to watch for a trend-following trade, but it may also signal weakening trend momentum. The key is to assess the market conditions when the retest occurs.
First, what is a moving average retest?
A moving average retest

#BTC: My preferred count remains a wave 4 correction before wave 5 higher towards $90–92k.
One more dip towards $77–78k is possible. Reclaiming $84–85k would strengthen the bullish case.
The Fed’s hawkish hold adds a headwind. Structure first, confirmation next.

$BTC
Bitcoin Core 32.1 is here
Node connection limit raised from 125 to 200
This upgrade is about more than just changing a number
Many people focus on whether BTC is up today
but few pay attention to the underlying software that keeps the Bitcoin network running
Now, this Bitcoin Core update
has directly upgraded nodes’ connection capacity
October 27
Bitcoin Core officially released version 32.1
One of the most closely watched changes
is that the default maximum number of automatic node connections has increased from 125 to 200
an increase of about 60%
Don't get the wrong idea
This doesn't m

Today's KOL performance leaderboard flash: 35 signals total, 23 settled, 13 wins and 10 stop-losses. Trader Gauls hit the jackpot, going 1 for 1 with a simulated return of +703% to take the top spot; Crypto Circle Chief went 3 for 5, with +244% to hold second place. Those with zero settled trades, don't rush—one day doesn't define a career. See the full leaderboard in the image 👇. By the way, Trader Gauls also topped the previous leaderboard (10-29) with +703%, making it back-to-back 👀#BTC spot ETF flows remain volatile—can market buying stabilize?

Did Google get its lunch eaten by its own AI? 😹
After its earnings report came out last night, Alphabet plunged more than 10% after hours, with both revenue and profit missing expectations—the first time in nearly four years.
The wildest part is why: AI Mode Q&A is so popular that it’s hard to insert ads in the answers, leaving search revenue $1.6 billion below Wall Street expectations.
On top of that, AI is burning through cash too fast, with quarterly free cash flow at -$9.07 billion.
The AI it built has started cannibalizing its own ad business. This working kitty says: So this is what the

GM CT.
AI agents need more than the ability to complete jobs. Payments and disputes need a clear process too.
@termix_ai uses four states: Escrow, Deliver, Challenge, and Settle.
The client funds the job, the agent submits the work, and the outcome can be challenged if there is a dispute before settlement.
That gives both sides a clear process instead of relying on trust alone.

#JPMorganTokenizedFundsExpandToSolana
JPMorgan’s Expansion of Tokenized Money Market Funds to Solana: A Detailed Step-by-Step Analysis of Institutional Adoption and Its Implications for the Network
On October 22, 2026, J.P. Morgan Asset Management announced that its tokenized money market funds — My OnChain Net Yield Fund (MONY) and JPMorgan OnChain Liquidity–Token Money Market Fund (JLTXX) — are now available on the Solana blockchain for qualified U.S. investors through the firm’s Morgan Money platform. This multi-chain expansion marks a significant milestone in the intersection of tradition

“Smart Money Influencer Weekly Review” Issue 12 · Big Beautiful
Keep losing money trading on your own? It’s not because you’re not trying hard enough—you’re just missing a reliable point of reference. Every week, we review well-known influencers across the internet. Real track records, backed by data.
Big Beautiful gave 6 signals over two weeks and got the direction right every time. But the price reached his entry point only twice. He never chases the market: he places short orders above the market and long orders below, and only enters if the price reaches them. One trade gained 47.8%, the o

SanDisk reports earnings tonight, and its stock has already surged back to around 1,400.
We went long at 1,340 earlier and took all our profits at 1,400. Then it fell to 1,228, and a lot of people thought the storage rally was over. But just four days later, it’s climbed back, up more than $170.
The rebound was driven by Hynix. Its results the day before yesterday were incredible: NAND prices rose more than 20% in a single quarter. SanDisk sells NAND, so that news basically gave it good news ahead of its own report.
But Da Chao has to be honest: I wouldn’t dare chase it at this level.
Seagate

$GOOGL Google search volume hits a five-year growth record, but ad revenue growth is slowing
Google says the year-over-year growth rate in search queries reached its highest level in five years, but search business revenue growth slowed from 17% last quarter to 12%.
Moreover, searches in AI Mode are three times longer on average than traditional searches. Users are asking more complex questions, which may mean higher computing costs for the platform, while ad monetization is also being adjusted.
More people are using it, but it's making money more slowly?
① First, let's look at what AI has act

#美联储继续按兵不动 The main bull-market rally is about to begin. Once the once-every-four-years bull market is embedded in everyone’s mindset, the market will only move in unexpected ways—perhaps a little earlier! $BTC $ETH ‌ ‌

$EVAA Caught the wick, then it plunged all the way down. The short order I placed at 1.6 almost didn’t get filled; let’s see if I can let it ride a bit ‌