Survived 4 cycles. Helping you get smarter about crypto, macro and investing.
Joined June 2008
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🚨 BITCOIN HELD $80K WHILE BIG TECH CRACKED 🚨
Here's everything that moved crypto + macro so far today:
🟠 $BTC slipped under $80K overnight, then ripped back above $81K. 24h range: ~$79.6K to $81.9K
📉 $GOOGL down ~12%, on pace for its worst day since its 2004 IPO as AI capex flipped free cash flow negative. Nasdaq -1.5%
🇺🇸 Q3 GDP came in hot at 3.4% vs 3.2% expected. 10Y eased to ~5.00%, gold slipped to ~$4,025, oil -1.7%
🏦 @federalreserve held at 3.75–4% yesterday with 2 dissents for a HIKE. CME FedWatch: ~84% odds of a December hike
💰 Spot BTC ETFs +$137M on Oct 28, nearly all into @BlackRock's $IBIT
⚡ @ICE_Markets + @tradexyz plan US-regulated 24/7 perps on @HyperliquidX. Stan Druckenmiller says he's an investor
🔔 @Strategy reports Q3 after the bell, call at 5pm ET. 848,517 $BTC on the books
Follow for more you savages
🚨 THE FED WENT HAWKISH, $BTC LOST $80K, AND WALL STREET IS SHAKING 🚨
Here's everything that moved crypto + macro today:
🏛️ Fed held at 3.75–4.00% in a 10–2 vote — both dissenters wanted a HIKE. Markets now price ~78% odds of a December hike
📉 $BTC slipped under $80K and lost its 50-day moving average. Support eyed at $77.6K and $74K
💰 Spot BTC ETFs still pulled in $286M on Oct 26–27, led by BlackRock's IBIT
🇺🇸 Sen. Hagerty: the US holds 200K BTC — and could add more once the market structure bill passes
🇹🇭 Thailand's Supreme Court ruled Bitcoin is legal property
🤡 @Jason calls Bitcoin a "dead network" and says $57K. @GrantCardone and others offered him $1M bets. He hasn't taken one
📊 $GOOGL down ~7–10% on a Q3 miss, dragging Nasdaq futures ~1.6%. $MSTR reports at 5pm ET today. PCE + Q3 GDP drop this morning
Fear, a hawkish Fed, and a loud bear calling it dead — that's what the bottom always sounds like.
What are you watching most today?
Huge ripple:native events and news yet the coin keeps dropping like a rock.
What gives?
It's annoying that I talk to multiple AI models and they aren't communicating with each other.
Feels like an odd time right now.
The S&P finished higher in 17 of the last 19 years after a midterm.
Average gain: +17.2%. Nearly 4x a typical midterm year.
2027 is that year.
$BTC has one job right now: hold 80K.
Lose it and the liquidation map points to 73K. Worst case 67K.
Scary? Sure. Unusual this early in a bull market? Not really.
In the last two days, @Ripple has been approved to be a national trust bank & they announced a massive partnership with @RobinhoodApp
And the price is DOWN for the last week.
What the heck is going on with ripple:native
Likely Anthropic’s IPO will kill Bitcoin for a little bit just like $SPCX did.
But, as always, bitcoin will come roaring back old nothings happened.
I want to believe that $XRP will hit $100 like you other mega bulls, but even the best news on the planet doesn’t move the price at all.
What’s it gonna take to see meaningful upward price action?
I put $10K into @XMoney this month. First interest payout will be in a few days.
Follow along to see if how this goes.
Bitcoin will be the last system to be hacked.
Dummies think it’ll be one of the first.
They’re just dumb.
Using this as a strategy right now.
Isn’t agents accessing bank accounts exactly what AI companies want?
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
