Market feels good this AM with risk marginally bid sentiment improved after Trump seeking to ease trade tensions with China, with a new round of US-China trade talks set for this week market will be watching CPI Friday which is set to release despite the gov shutdown

So how is Coinbase going to explain this to their shareholders.. marketing spend? 🤡 congrats Cobie + Ledger 🇺🇸 big win for you guys excited to see what Up Only brings

Echo may help plug a hole for Coinbase that helps them assist in the exchange game of coin listings think about how Binance created ‘feeder platforms’ before ‘graduating’ to be listed on Binance - this helps plug that gap

BTC is near its 200-day moving average feels like wobbles remain too fresh in risk takers minds so may be an escalator back up rather than an elevator remain of the view that we see chop for now before santa clause rally in December

Well this explains BNB/BNB season...

Next week (Oct 28th) will be a pivotal moment for the government shutdown because air flight controllers will stop getting paid this is exactly what helped end the last (and longest) gov shutdown and it may again in the meantime all the data economic we will get is CPI tomorrow

Bit of a bounce back today with CPI data coming in softer than expected - locking in a 25bp rate cut at next week's FOMC meeting on Wednesday Will be continuing to watch for how trade talks progress with China next wk in addition to any potential government shutdown resolution

Markets looking good to start off the week with positive trade talk news big tech earnings on the docket in addition to the FOMC watching for any new gov shutdown news which would kick off a release of eco data and continue crypto talks in DC (market structure + SOL ETF)

This week marks one of the most pivotal periods for global markets in 2025 - multiple high-impact catalysts converge -Corporate earnings (3 of 7 mag7 tom and 2 on thurs) -FOMC tomorrow (do we get the end of QT?) i'm positioning for the potential blow off top into year end

Crypto never sleeps but ethics do wsj.com/finance/curren…

So many discussions around whether AI is a bubble or not recently You’re right to remain skeptical because the profits aren’t even there yet but even if this is a bubble and productivity increase doesn’t follow with rising profits I don’t think we’re at the top just yet

*AMAZON INKS $38 BILLION DEAL WITH OPENAI TO SUPPLY NVIDIA CHIPS *AMAZON JUMPS 6.1% ON DEAL TO SUPPLY OPENAI WITH NVIDIA CHIPS

Just aped some founders packs from Football.Fun as they release their new American football version of the game Hit or miss on this let’s see how fast the FCFS sells out Higher supply this time around but market feels better today so they might end up doing well

Democrats are caving in on Obamacare and breaking the government shutdown as things are pointing towards the government reopening markets are looking to recoup from some of the recent volatility early November chop continues to set markets up nicely for a December santa rally

Once the government reopens economic data will finally start to be released again.. since Oct CPI + jobs data will never be released, December 5th will mark the first BLS employment report since September with a soft print a likely catalyst for renewed optimism for rate cuts

$NVDA vs $ETH & $BTC Crypto dumped harder on the way down and is also lagging on the rebound

The rise in unemployment continues to come from the young worker cohort and the elderly with only a small increase on the prime-age front

Positioning is now clean and policy is again pointing to an accommodative Fed sentiment is slowly shifting as we enter the strongest seasonal window of the year - Thanksgiving week thru year end

NASDAQ vs $BTC