$ONDO took the top spot in a market that could grow into trillions. ONDO's USDY has surpassed $2.37 BILLION, becoming the largest tokenized U.S. Treasury product. With 19,500+ holders across 10+ blockchains, USDY is bringing Treasury-backed assets into DeFi, where they can be transferred and used across supported applications. The U.S. Treasury market is worth tens of trillions of dollars, yet only a tiny fraction has moved on-chain. Ondo is already leading this market, and even a small shift toward tokenization could bring billions more into USDY.

SOL/BTC correction is nearing its end. Maybe a wick below the demand zone to trap shorts before reversal.

Bitcoin is outperforming the world's biggest safe-haven assets. Gold and silver started 2026 with massive rallies, hitting new all-time highs in January, just weeks before the U.S.-Iran war began. But since then, both have suffered heavy corrections, wiping out much of their early gains. Bitcoin has also faced the same war, uncertainty and market selloffs, yet it has managed to hold up against both metals. Just look at their performance this year: • Gold: −7.4% YTD and −27% from ATH. • Silver: −23.4% YTD and −55% from ATH. • Bitcoin: −8.6% YTD and −36% from ATH. Gold is the world's largest asset at $27.9 trillion, silver ranks 6th at $3 trillion, while Bitcoin ranks 12th at just $1.6 trillion. That makes BTC 94% smaller than gold and 47% smaller than silver. Yet Bitcoin has nearly matched gold's yearly performance and beaten silver by almost 15 percentage points. And over the last 100 days, BTC has gained 25%, while both gold and silver have fallen. If BTC can compete this closely with assets worth trillions more during such a difficult year, imagine how strongly it could rally once the war ends and market conditions improve.

$BTC is approaching its key demand zone around $78K. This is where I expect big buyers to step in and trigger the next leg up above $90K.

GM ☕️ Gym time 💪

Do you want exposure to OpenAI before its IPO? $ONDO is making it possible. Starting next week, eligible Ondo Private Clients will get access to tokenized OpenAI Private Market Notes through a two-week subscription window. These notes already trade 24/7 on Ondo Perps. This is a big move. Ondo is expanding beyond tokenized stocks and bonds into private companies that are usually difficult for investors to access. If Ondo keeps bringing more private companies onchain, the opportunity could be huge. Very bullish on ONDO.

$DXY has started to look weak now. During the end of September, I called for a DXY rally and dump in the crypto market. This has happened, and now I expect DXY to dump next, which means we are close to a rally in BTC and alts.

Crypto has a big problem that still needs to be solved. Most of the world's valuable data is still locked inside banks, financial platforms and private databases. And as more institutions move on-chain, privacy and data verification are becoming increasingly important. This is where @primus_labs comes in. Primus is building infrastructure that allows real-world data to be verified and private information to be processed on-chain without exposing sensitive details. It uses two technologies: zkTLS for data verification and FHE for encrypted computation. The project already reports: • 1M+ users across its ecosystem • 10+ paying enterprise customers • $72M+ in assets covered by reserve verification • Investment from YZi Labs With RWAs, stablecoins and institutional adoption growing, infrastructure like this could become increasingly important.

The PHP security nightmare got worse. A Bitcoin server was hacked in 19 hours. A developer deliberately set up a vulnerable PHP website with a Bitcoin prize to test how easily hackers could exploit the flaws. Just 19.28 hours later, a hacker breached the server and extracted the secret key. The hacker received over $2,000 in Bitcoin. The experiment confirmed that these PHP flaws can be exploited to steal sensitive information from vulnerable servers.

$BTC has a strong demand around the $78K-$79K zone. FOMC meeting is happening this week, so I think a revisit of this demand zone could happen. After that, some consolidation and reversal is highly likely.

GM ☕️ Gym time 💪

$ONDO is growing inside a market that is getting much bigger every year. Tokenized assets have jumped from just $700M in 2021 to $38.8B in 2026, while tokenized equities are up 357% and private equity/VC exposure has more than tripled. AFME also highlighted USDY and Ondo Stocks among the leading products in their categories. A few years ago, tokenization was mostly a test. Now real money is moving onchain, and ONDO is already building across Treasuries, stocks and other markets before this gets much bigger.

ETH/BTC is down almost 14% from its local high. 3D RSI is also approaching the oversold zone and now I think it's a good time to start accumulating ETH. A few weeks ago, I said that ETH is set to underperform BTC and it happened. Now, I think ETH will soon start outperforming Bitcoin. Let's revisit this in a few weeks.

THE NEXT FEW DAYS COULD GET MESSY FOR MARKETS. Stocks, metals and crypto are already under pressure as investors deal with hot inflation, high rates and war risk. And now some major events are coming one after another. On Wednesday, the FOMC meeting takes place. A rate hike looks unlikely this time, but markets still want to know what Kevin Warsh says about the next move, especially with another hike still expected later this year. Then on November 3, the U.S. midterm election happens. Midterm years have often been volatile for stocks, and if the U.S. market gets hit again, crypto will probably feel it too. On top of that, Trump has already said the U.S. could strike Iran again after the election. Right now the market is dealing with the Fed, elections and war risk almost at the same time.

$BTC has lost its 50D MA and EMA levels. Now, Bitcoin is right at the $80K support level, and if it's lost, BTC could drop to the $78K-$79K support zone. And what after that? Well, the max downside I'm expecting is at $78K, followed by accumulation and then a reversal.

$ONDO took another big step beyond tokenized stocks. In less than a month, Ondo Intelligent Portfolios crossed $30M in TVL and grew 46% in just one week. There are already 7 portfolios covering income, growth and different themes, including 3 based on strategies developed by BlackRock for Ondo. Instead of buying everything separately, investors can hold one token that represents the full portfolio. Ondo started with Treasuries, then stocks, and now full investment portfolios. The market ONDO can go after keeps getting bigger.

$USDT.D is going up as I predicted a few days ago. I think this move has some upside left, which will mark the bottom in BTC and alts. And after that, we'll get the next legup.

OLD $ETH WHALES ARE FINALLY CASHING OUT. One early holder just exited 3,000 ETH for $7.23M after buying near $19, turning it into roughly a 128x gain. Another ICO wallet bought ETH at just $0.31 and has now started selling too, sitting on a return of more than 7,700x. These wallets held through every crash and even through ETH’s ATH. Now, with ETH still more than 50% below that peak, some of its oldest holders are finally taking profits. They could just be taking profits, or moving money into other coins with more upside.

$BTC is now at the $80,500 level. Spot is selling, so more downside could happen. All eyes are on the $80K level, and it's lost; we could see a final capitulation around $78K-$79K

$ONDO is becoming one of the biggest names in tokenization. The IMF now lists Ondo among the largest tokenized asset platforms, with around $2.9B in tokenized U.S. Treasuries and roughly $3.9B in TVL. Even more interesting, 51% of Ondo stock trading on CEXs and 56% on DEXs happens after U.S. markets close. That shows why 24/7 markets matter, and why I’m still so bullish on ONDO.