🟠 #Bitcoin dropped back to ~$81.5K, the average price US ETF buyers paid.
Spot bitcoin:native ETFs bought $1.08B from Oct 19 to 21. On Oct 22 the price slid to $81.4K and $635M left in one day.
🚀 @BlackRock bitcoin:native ETF just had its biggest day of 2026: +$665M. Ethereum ETFs bled for a 5th day.
IBIT hasn't had a day this big since October 2025.
Spot Ethereum ETFs have lost $389M since Oct 14.
📈 Five weeks after the Fed's first rate hike since 2023, Bitcoin is up 7% and gold is down 6%.
On Sept 16, 2026 the Fed raised its rate by 0.25% to 3.75–4.00%.
🚀 @jpmorgan ranks Bitcoin #1 for the next 10–15 years.
For the first time, bitcoin:native is in JPMorgan's long-term forecast. It expects 10% a year, more than any other asset.
Others on the list, per year:
• Private equity: 9.8%
• US large caps: 7.5%
• Gold: 5.5%
JPMorgan also expects #Bitcoin to swing 3x more than gold.📈
📈 Every #Bitcoin crash since 2011 ended on the same line.
@CryptoMichNL sees $1M Bitcoin this cycle. The chart he shared: all five crash bottoms since 2011 sit on one line. By 2030 it is at $193K. His math: a $1M $BTC top, then a −80% crash, lands right on it.
Who calls $1M BTC by 2030:
• @CathieDWood: $1.5M
• @jack, @brian_armstrong, @CryptoHayes: $1M
• @saylor: $1M is “inevitable”
.@BitMNR is 63K $ETH from 5% of Ethereum. Then it stops buying.
@fundstrat holds 6.04M ETH, 4.9% of supply. Lee says buying stops at 5%.
🔥At this pace, Ethereum's biggest buyer is done in 5 weeks.
💧Portfolio "Bitmine Ethereum Treasury"
dropstab.com/p/bitmine-ether…
One @SpaceX share for every US kid. That's 1% of Musk's stake.
@elonmusk posted it a day after Anthropic pledged $48B to a public fund. Shares go out next year. ~73M kids at $SPCX $148 is $10.8B. ⚡️
💧 Track Elon Musk Stock Portfolio
dropstab.com/p/elon-musk-sto…
🚀 @Solana gets 85× faster on Wednesday. solana:So11111111111111111111111111111111111111112 is still −64% from its ATH.
Alpenglow replaces the consensus Solana launched with. It switches on Oct 21 at ~15:00 UTC: transactions go final in ~150 ms instead of ~12.8 seconds. @Ethereum still takes about 15 minutes.
🚀 Brent touched $110. Hyperliquid traded more oil than Solana.
Oil perps did $433M in 24 hours, 16% of all TradFi volume on @HyperliquidX:
• BRENT: $210M traded, $107 (+4.1%)
• WTI: $223M traded, $98.9 (+3.3%)
📉 Two red Octobers in a row? #Bitcoin hasn't had that since 2011–2012.
October 2025 closed at −4.0%. October 2026 is −2.2% so far: bitcoin:native opened the month at $83.6K and trades at $81.7K, with two weeks to go.
Since 2013, 10 of 13 Octobers were green. The average one: +19.8%.
near:native more than doubled in 30 days: $2.33 → $5.31 (+128%).
$BTC did +9% over the same stretch.
The catch: NEAR is still −74% from its $20.47 ATH (Jan 2022). Getting back takes another 3.9x.
🚨 MSCI just set the date. Bitcoin treasuries can be kicked out of its indexes.
New rules apply after the close on Nov 30. The list of flagged firms drops on Nov 11. In MSCI's May test run, two big names were on it:
@Strategy: 848,249 BTC ($69.65B), +$5.30B in profit
@Metaplanet: 44,000 BTC ($3.61B), −$864M underwater
What the big names expect for bitcoin:native:
• @CryptoHayes: ~$125K by year-end
• @StanChart: $100K, maybe after a dip to $50K
• @fundstrat (BitMine): new ATH, up to $250K. 2027 "maybe one of the biggest rallies we see in our lifetime"
🇺🇸 The US sent free money 3 times.
Next round: $5,000 per person
💵 bitcoin:native 30 days after each check:
$1,200 (Apr 2020): +40%
$600 (Dec 2020): +23%
$1,400 (Mar 2021): +4%
Now Trump promises $5,000 to every adult if Republicans win Congress on Nov 3.
• ~$1.3T. More than all 3 COVID rounds combined
• Spring 2027 at the earliest
• @Polymarket: 4.5% it happens
🚀@BitwayOfficial jumped from #47 to #19 in a month.
$BTW: +248% in 30 days and a new all-time high today.
Market cap: $5.56B, now above Bitcoin Cash, Litecoin and Avalanche.
Crypto traders picked SK Hynix over Nvidia.
Last 7 days on Hyperliquid:
$SKHY: $1.04B traded
$NVDA: $531M
• Memory chips are 36% of all volume on @HyperliquidX TradFi markets.
• Open interest in SK Hynix is $311M. That's 3x Nvidia and second only to the S&P 500.
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