BlockDogg

📰 DAILY TAPE 📰 🚨 $1.46B EXITS CRYPTO ETFs IN ONE WEEK. BITCOIN NEAR $66K . NVIDIA CEO RESIGNS. US PRODUCER INFLATION HITS 6.5%. Wall Street finishes the week green while crypto gets crushed. That’s a divergence I wouldn’t ignore, CT! 👀 📈 WALL STREET: 🔴 Nasdaq: -0.91% 🔴 S&P 500: -0.40% 🟢 Dow: +0.09% 📊 WEEKLY PERFORMANCE • Nasdaq: +2.3% • S&P 500: +2.5% • Dow: +2.1% • Nvidia CEO Jensen Huang resigns. • CFO Colette Kress becomes interim CEO. • Nvidia earnings arrive Tuesday, November 17. • AI stocks face renewed uncertainty. The market recovered this week, but Big Tech remains vulnerable. 🪙 CRYPTO: bitcoin:native : Around $66K ethereum:native : Around $1.85K • Bitcoin suffers a double-digit weekly decline. • BTC trades at its weakest levels since August. • Weekend selling continues. • Institutional ETF flows remain negative. 📊 ETF FLOWS 🔴 BTC ETFs: -$185.4M 🟢 ETH ETFs: +$2.3M Combined: -$183.1M • BlackRock $IBIT: -$143.5M • Fidelity $FBTC: -$41.9M 📉 LAST WEEK’S ETF FLOWS 🔴 BTC ETFs: -$1.065B 🔴 ETH ETFs: -$398.9M Total: -$1.464B Bitcoin ETFs have recorded 7 consecutive trading sessions of net outflows. Nearly $1.91B has left US spot BTC ETFs during that streak. That’s the number bulls should be watching. 🏦 FED & MACRO: 🚨 US PRODUCER INFLATION: +6.5% YoY • October PPI: +0.3% MoM. • Expectations: +0.4%. • Annual PPI: +6.5%. • Fed rates: 3.75-4.00%. • US 10Y Treasury yield: Around 5.1%. • Markets lean toward another December rate hike. Monthly inflation beat expectations, but annual producer-price pressure remains elevated. Higher borrowing costs are a serious headwind for risk assets. 🛢️ OIL & POLITICS: • Brent: $95.84 • WTI: $88.56 • Both benchmarks lose roughly 2.5% for the week. • IEA warns of growing global oil oversupply. • US-Iran negotiations remain stalled. • Middle East shipping risks persist. Lower oil could help inflation, but geopolitical uncertainty isn’t going anywhere. 🧠 MY TAKE: Here’s the part that really matters. Wall Street finishes the week higher while Bitcoin gets destroyed. Nearly $1.5B leaves crypto ETFs. Bond yields remain elevated. Nvidia loses its CEO just days before earnings. That’s not a market where I’m interested in blindly buying every dip. My BTC levels: 🐂 $68K: First meaningful recovery level. 📈 $70K: Stronger confirmation if real spot demand returns. ⚠️ $65K: Losing this area could bring another wave of selling. But the chart alone won’t convince me. I want sustained ETF inflows, declining leverage and buyers showing up without relying on short squeezes. Until then, I’d rather keep capital available than chase a bounce that could disappear overnight. A 5% rebound means nothing if the market drops another 15% afterward. Here’s my biggest takeaway. Stocks are showing resilience. Crypto is showing weakness. And when two major risk markets tell different stories, I pay attention to the one losing liquidity. The next opportunity will come. I don’t need to predict the exact bottom to profit from a recovery. Survive the volatility. Keep your powder dry. Patience beats FOMO. Stay sharp, CT💪

📰 DAILY TAPE 📰 🚨 NVIDIA CEO RESIGNS. BITCOIN CRASHES BELOW $68K. $1.28B EXITS CRYPTO ETFs. US PRODUCER INFLATION HITS 6.5%. Wall Street is selling AI. Crypto longs are getting destroyed. And the Fed isn't coming to the rescue. 📈 WALL STREET | FRIDAY: 🔴 Nasdaq: Around -1.4% 🔴 S&P 500: Lower 🔴 Dow: Slightly lower • $NVDA falls after Jensen Huang's resignation. • CFO Colette Kress takes over as interim CEO. • Semiconductor index drops roughly 4%. • AMD and Broadcom face heavy selling. • US dollar hits a 19-month high. Nvidia earnings on November 17 could be another major catalyst. 🪙 CRYPTO: bitcoin:native: Fell below $68K overnight ethereum:native: Below $2K • BTC hits its lowest level since August. • $1.47B in crypto liquidations in an early-Friday 24h snapshot. • Roughly $1.31B came from longs. • ETF redemptions add to bearish sentiment. Leverage is getting wiped out. 📊 ETF FLOWS | NOV 12 🔴 BTC ETFs: -$284.1M 🔴 ETH ETFs: -$70.5M Combined: -$354.6M • BlackRock $IBIT: -$203.8M • Fidelity $FBTC: -$32.6M 📉 WEEK SO FAR | THROUGH THURSDAY 🔴 BTC ETFs: -$879.9M 🔴 ETH ETFs: -$401.2M Total: -$1.281B Nearly $1.3B in net outflows from US spot BTC and ETH ETFs across 4 trading sessions. That's serious selling pressure. 🏦 FED & MACRO: 🚨 US WHOLESALE INFLATION: 6.5% YoY. • October PPI: +0.3% MoM. • Expected: +0.4%. • Annual PPI: +6.5%, highest since 2022. • Fed rates: 3.75-4.00%. • Markets heavily favor a December rate hike. • US 10Y yield: Around 5.13%. Monthly inflation cooled, but the annual picture remains ugly. 🛢️ OIL & POLITICS: • Brent: ~$95.77 • WTI: ~$88.57 • IEA sees global oil supply moving into surplus. • Washington maintains pressure on Iran. • Shipping security around Hormuz remains a major risk. Lower crude prices may help inflation, but geopolitical uncertainty isn't going away. 🧠 MY TAKE: This is the kind of market where protecting capital matters more than proving you're bullish. Bitcoin just lost $70K. Nvidia is dealing with a leadership crisis. Bond yields remain elevated, and ETF money keeps leaving crypto. That's a dangerous combination. Here's what I'm watching. 🐂 $70K: First level BTC needs to reclaim. 📈 $73K: A more convincing recovery if spot buyers return. ⚠️ $67K-$68K: Critical area if selling accelerates. But a price bounce alone won't convince me. I want to see ETF flows stabilize, leverage cool down and real buying pressure return. The biggest trap right now is assuming something is cheap just because it dropped 20%. I'm not interested in catching every falling knife. I'd rather miss the first part of a recovery than risk serious capital chasing a fake breakout.# And with Nvidia earnings coming next week, volatility could stay elevated. The market doesn't owe anyone a bottom. Cash is a position. Patience is an edge. Survive first. Profit second. Stay sharp, CT

☕️ GM fam☕️ Bitcoin just lost $70K bitcoin:native $68.8K ethereum:native $1.93K solana:So11111111111111111111111111111111111111112 $80 $643M has left Bitcoin ETFs over the last 4 sessions. The dollar is near a 19-month high. US yields are ripping higher. And the market is suddenly pricing more Fed pain again. This is the kind of morning where leverage gets punished fast. I’m not trying to catch the exact bottom. Give me $70K back first. Until then, protect the stack and keep dry powder ready. Friday just got interesting. GM to everyone still standing.🫡

📰 DAILY TAPE 📰 🚨 NVIDIA CEO OUT. NASDAQ -1.47%. $445M EXITS CRYPTO ETFs. STRATEGY KICKED OUT OF MSCI. The AI trade is getting hit, Bitcoin is losing ground, and nearly $1B has left BTC and ETH ETFs this week. This is bigger than another red candle! 📈 WALL STREET: 🔴 Nasdaq: -1.47% 🔴 S&P 500: -0.90% 🔴 Dow: -0.11% • Jensen Huang steps down as Nvidia CEO. • CFO Colette Kress takes over temporarily. • $NVDA plunges over 12% in early trading. • AI stocks face another confidence shock. • Wednesday’s 1.6% Nasdaq rally is already under pressure. Nvidia’s technology hasn’t disappeared. But the market just lost the man who built the AI trade. 🪙 CRYPTO: bitcoin:native : Around $73K ethereum:native : Around $2K • Bitcoin struggles near multi-month lows. • BTC ETFs record 5 consecutive days of outflows. • BlackRock’s $IBIT sees its 9th consecutive session of redemptions. • MSCI confirms $MSTR will leave its global indexes after November 30. That’s another potential source of selling pressure for Strategy shareholders. It does NOT mean Strategy must sell its Bitcoin. 📊 ETF FLOWS | NOV 11 🔴 BTC ETFs: -$299.8M 🔴 ETH ETFs: -$144.8M Combined: -$444.6M • BlackRock $IBIT: -$269.7M • Grayscale $GBTC: -$39.1M • BlackRock $ETHA: -$129.8M 📉 THIS WEEK SO FAR 🔴 BTC ETFs: -$595.8M 🔴 ETH ETFs: -$330.7M Total: -$926.5M Almost $1B in net outflows from US spot BTC and ETH ETFs in 3 sessions. That’s the number crypto bulls need to pay attention to. 🏦 FED & MACRO: 🚨 INFLATION IS STILL RUNNING HOT. • October CPI: +0.4% vs +0.3% expected. • Core CPI: +0.3% vs +0.2% expected. • Fed rates: 3.75-4.00%. • US 10Y yield: Around 5%. • Markets heavily favor a 25 bps December hike. Tomorrow: October PPI at 8:30 AM ET. Another inflation surprise could shake risk assets. 🏛️ POLITICS & OIL: 🇺🇸 Democrats prepare to take control of Congress in January. • Trump signals he doesn’t need an Iran deal. • Shipping disruptions continue in the Strait of Hormuz. • Brent rebounds toward $93.40. Higher energy costs could add more pressure to an already difficult inflation outlook. 🧠 MY TAKE: The biggest risk right now isn’t just Bitcoin falling. It’s several problems hitting the market at once. Nvidia loses its CEO. Strategy loses index membership. Crypto ETF outflows approach $1B this week. Treasury yields hover near 5%. And the Fed is still fighting inflation. That’s not the environment where I want to chase every dip. My BTC levels: 🐂 $75K: First level bulls need to reclaim. 📈 $78K: A stronger recovery signal with real spot demand. ⚠️ $72K: Losing this area could accelerate selling. But I’m watching more than price. I want ETF flows turning positive, yields stabilizing and buyers stepping in without excessive leverage. Until then, protecting capital comes first. One thing I refuse to do is confuse cheaper prices with better opportunities. Sometimes the biggest edge is having enough patience to wait for confirmation. The AI trade is facing a leadership shock. Crypto is facing a liquidity test. And the Fed isn’t coming to the rescue anytime soon. Don’t trade the headlines. Watch where the money goes. Stay sharp, CT💪

📰 DAILY TAPE 📰 🚨 COREWEAVE +25%. BITCOIN BELOW $74K. $482M EXITS CRYPTO ETFs. INFLATION SHOCKS WALL STREET. AI stocks are flying while crypto struggles to find buyers. And the Fed could be about to make things even harder. 📈 WALL STREET: 🟢 Nasdaq: +1.85% 🟢 S&P 500: +1.25% 🟢 Dow: +0.10% • $CRWV: +25.3% • $NVDA: +3.8% • Semiconductor index: +7% • CoreWeave quarterly revenue: $3.66B • CoreWeave net loss: $709M That's the crazy part. CoreWeave is ripping despite losing $709M in a single quarter. AI demand is real. The question is how much investors are willing to pay for growth. 🪙 CRYPTO: bitcoin:native : ~$73.8K ethereum:native : ~$2.05K • BTC remains below $74K. • Bitcoin touched roughly $72.7K yesterday. • Crypto continues to lag the tech rebound. • ETF outflows remain a major headwind. 📊 ETF FLOWS: 🔴 BTC ETFs: -$95M 🔴 ETH ETFs: -$1.3M Combined: -$96.3M • BlackRock $IBIT: -$78.2M • Fidelity $FBTC: -$36.8M 📉 THIS WEEK SO FAR 🔴 BTC ETFs: -$296M 🔴 ETH ETFs: -$185.9M Total: -$481.9M Bitcoin ETFs have recorded 4 straight trading days of net outflows. The real buying pressure still hasn't shown up. 🏦 FED & MACRO: 🚨 OCTOBER CPI BEATS EXPECTATIONS. • Headline CPI: +0.4% vs +0.3% expected. • Core CPI: +0.3% vs +0.2% expected. • Fed rates: 3.75-4.00%. • Markets fully price a December rate hike. • US 10Y yield approached 5% yesterday. The Fed may have to tighten further just as risk assets need cheaper liquidity. US bond markets are closed today for Veterans Day. 🇺🇸 POLITICS & OIL: • Democrats set to control both chambers of Congress in January. • Several election races are still being counted. • US-Iran nuclear negotiations remain uncertain. • Brent rebounds roughly 3% toward $94. Higher energy prices could make inflation even harder to control. 🧠 MY TAKE: This is one of those markets where the headlines look bullish until you dig into the numbers. CoreWeave jumps 25% while posting a $709M quarterly loss. The Nasdaq rallies nearly 2% while Bitcoin struggles below $74K. And almost $482M leaves crypto ETFs in just 2 trading sessions. That's not a clean risk-on environment. I'm watching three things. 🐂 $75K: First level BTC needs to reclaim. 📈 $78K: A more convincing recovery if spot demand returns. ⚠️ $72.7K: Losing yesterday's low could bring another wave of selling. But the biggest signal isn't a price level. It's whether real capital starts flowing back into crypto. I want to see positive ETF flows, stronger spot demand and a market that doesn't need leverage to keep moving higher. I'm not chasing AI stocks after a 25% spike or blindly buying BTC because it looks cheap. Hot inflation and higher rates can punish both sides of that trade. A relief rally is not the same as a sustainable recovery. I'd rather miss the first part of a breakout than become exit liquidity for someone else's FOMO. Right now, Wall Street is buying growth. Crypto is still waiting for conviction. Watch the money. Ignore the noise. Stay sharp, CT.

📰 DAILY TAPE 📰 🚨 HOT CPI SHOCKS WALL STREET. US 10Y NEARS 5%. BITCOIN SLIPS BELOW $73K . $386M EXITS CRYPTO ETFs. Yesterday’s rally is fading fast. Inflation just reminded the bulls that the Fed isn’t done yet. 📈 WALL STREET: 🔴 Nasdaq: -0.90% 🔴 S&P 500: -0.71% 🔴 Dow: -0.57% • $NVDA drops around 6%. • US 10Y yield climbs to 4.988%. • US 2Y yield jumps to roughly 4.74%. • Gold falls 2.3% to around $4,044. Higher yields. Weaker stocks. Risk appetite fading. 🪙 CRYPTO: BTC: ~$73K ETH: ~$2K • Bitcoin falls below $74K after CPI. • ETH tests the $2K area. • Rising yields pressure risk assets. • Crypto ETFs remain under selling pressure. 📊 ETF FLOWS: 🔴 BTC ETFs: -$201M 🔴 ETH ETFs: -$184.6M Combined: -$385.6M • BlackRock $IBIT: -$213.2M • BlackRock $ETHA: -$119.3M BTC and ETH ETFs have now recorded 3 consecutive trading days of net outflows. The money still isn’t coming back. 🏦 FED & MACRO: 🚨 OCTOBER CPI COMES IN HOT • Headline CPI: +0.4% MoM vs +0.3% expected. • Core CPI: +0.3% vs +0.2% expected. • September headline CPI: +0.6%. • Shelter costs: +0.3%. • Food prices: +0.5%. No official annual CPI rate for October because the 2025 comparison data is missing. 📉 FED EXPECTATIONS • A December rate hike is now almost fully priced in. • A 25bp increase remains the base case. • Markets are also pricing a smaller chance of a 50bp hike. The Fed has a serious inflation problem. 🛢️ OIL & POLITICS: 🔴 Brent: ~$90.64 🔴 WTI: ~$85.41 • Oil falls to fresh 2-month lows. • Washington signals less need for additional strikes against Iran. • US sanctions and the naval blockade remain in place. • Middle East supply risks haven’t disappeared. Lower oil could help inflation later. But today’s CPI proves that cheaper energy alone won’t fix everything. 🧠 MY TAKE: The biggest warning isn’t Bitcoin trading near $73K It’s what’s happening beneath the surface. Treasury yields are surging. Tech stocks are selling off. ETF money keeps leaving crypto. And the Fed now has even less room to be dovish. That’s not the backdrop I want for an aggressive long position. My BTC levels: 🐂 $75K: First sign of stabilization. 📈 $78K: A stronger recovery case if real spot demand returns. ⚠️ $72K -$73K: The zone bulls need to defend! But price is only half the story. I want to see yields stabilize, ETF outflows slow down and buyers return without excessive leverage. I don’t care how cheap Bitcoin looks compared to last month. Cheap can get cheaper when liquidity dries up. I’d rather miss the first 5% of a recovery than become exit liquidity during another failed breakout. One green candle doesn’t fix a broken macro setup. The market doesn’t reward blind conviction. It rewards discipline when everyone else is trading on emotion. Protect capital. Watch liquidity. Don’t fight the Fed just because CT is screaming bottom. Stay sharp folks

🚨 THE NYSE JUST PICKED AVALANCHE TO HELP SETTLE TOKENIZED STOCKS! And most crypto investors are missing the biggest detail. 👀 On November 9, Ava Labs announced that Avalanche will power the core settlement ledger for an upcoming NYSE-affiliated trading platform. Here’s what’s planned: • 24/7 trading of tokenized US stocks and ETFs • Near-instant settlement • Stablecoin-based funding • Support for stocks issued across multiple blockchains But here’s the catch: The NYSE-affiliated platform will use a dedicated blockchain built with Avalanche technology, NOT simply move every transaction onto Avalanche’s public network. And the platform still needs regulatory approval. So does this mean billions in new demand for avalanche-2:native? Not necessarily. That’s where I think CT gets carried away. My take? 🧠 This is a major win for Avalanche’s technology and a strong signal that Wall Street is getting serious about blockchain infrastructure. But institutional adoption doesn’t automatically mean token appreciation. I want to see actual network usage, transaction fees and measurable AVAX demand before getting overly bullish. Wall Street is no longer just experimenting with tokenized assets. It’s building the infrastructure to trade and settle them. The technology is gaining traction. Now the token economics need to prove themselves. $AVAX ethereum:native solana:So11111111111111111111111111111111111111112 $BTC

📰 DAILY TAPE 📰 🚨 NASDAQ +2.5%. BITCOIN NEAR $74K. $1.65B DRAINS FROM CRYPTO ETFs. Wall Street is ripping while Bitcoin struggles to recover. If this is a risk-on rally, why isn't crypto joining the party? 📈 WALL STREET 🟢 Nasdaq: +2.5% 🟢 S&P 500: +1.9% 🟢 Dow: +1.6% (+805 points) • $AMD: +9.5% • $NVDA: -3.8% • Big Tech rebounds after last week's selloff. • Nvidia faces pressure amid an investigation involving its CEO. • AI infrastructure and regulation remain major market concerns. Stocks are bouncing. Crypto isn't following. 🪙 CRYPTO BTC: Around $74K-$75K ETH: Around $2.1K • BTC dropped to $73,708 late Sunday. • Lowest Bitcoin level since August. • Crypto sentiment remains weak after the US midterms. • Binance's massive security breach adds to market uncertainty. 📉 LATEST ETF FLOWS | NOV 6: 🔴 BTC ETFs: -$411.9M 🔴 ETH ETFs: -$93.3M Combined: -$505.2M • BlackRock $IBIT: -$403M • Fidelity $FBTC: +$42.8M 📊 LAST WEEK'S ETF FLOWS: 🔴 BTC ETFs: -$1.282B 🔴 ETH ETFs: -$365.2M Total: -$1.647B Nearly $1.65B in net outflows from US spot BTC and ETH ETFs in just 5 sessions. The latest complete ETF data is still from Friday. 🏛️ FED & POLITICS: 🇺🇸 Democrats win both chambers in the midterms. • The new Congress takes office in January. • October payrolls: +165K. • Unemployment: 4.1%. • Fed rates: 3.75-4.00%. • Markets price roughly 80% odds of a December rate hike. 🚨 TOMORROW: US CPI • November 10, 8:30 AM ET. • Expected inflation: 2.7% YoY. A hotter print could put more pressure on risk assets. 🛢️ OIL & GEOPOLITICS: 🔴 Brent: $94.27 (-4.1%) • Oil slides on hopes of progress in US-Iran talks. • Trump signals reluctance to resume strikes if negotiations progress. • Lower energy costs could ease inflation pressure. But no peace deal is guaranteed. 🧠 MY TAKE: The biggest red flag isn't Bitcoin hitting $73.7K. It's the fact that stocks are rallying hard while crypto still can't attract consistent buying pressure. The Nasdaq is up 2.5%, oil is falling, and investors are buying Big Tech again. Yet Bitcoin is struggling. That divergence matters. I'm not calling a bottom just because the stock market is green. Here's my setup: 🐂 $75K: First level I want BTC to reclaim and hold. 📈 $78K: A more convincing recovery if spot demand returns. ⚠️ $73.7K: Losing the recent low could trigger another wave of selling. And tomorrow's CPI could change the entire picture. I'm watching actual buying pressure, ETF flows and how BTC reacts to the inflation data. One strong candle won't erase $1.65B in weekly ETF outflows. I'd rather miss the first 5% of a rally than get trapped in another 15% drawdown. I don't need to predict the bottom. I need confirmation that buyers are back. Right now, stocks are showing strength. Crypto still has something to prove. Don't let a Wall Street relief rally trick you into thinking every risk asset is suddenly safe. Protect capital. Stay patient. Trade the confirmation... not the hype!

📰 DAILY TAPE 📰 🚨 $1.65B DRAINS FROM CRYPTO ETFs. NASDAQ LOSES 3.4%. BITCOIN STUCK NEAR $76K. Wall Street bounced Friday, but the weekly damage is real. And Tuesday's CPI could shake things up again. 👀 📈 WALL STREET | FRIDAY CLOSE: 🟢 Nasdaq: +1.09% 🟢 S&P 500: +0.31% 🔴 Dow: -0.46% 📉 WEEKLY PERFORMANCE: • Nasdaq: -3.4% • S&P 500: -2.7% • $AMD: +11% Friday • $NVDA: +2.8% Friday • Semiconductor index: +4.2% Friday Tech bounced, but one green session doesn't erase a brutal week. 🪙 CRYPTO: BTC: ~$75.8K ETH: ~$2.23K • BTC briefly dropped below $75K on Friday. • Bitcoin remains near $76K. • ETF outflows continue weighing on sentiment. • Traders are watching Tuesday's CPI release. 📊 FRIDAY'S ETF FLOWS: 🔴 BTC ETFs: -$411.9M 🔴 ETH ETFs: -$93.3M Total: -$505.2M • BlackRock $IBIT: -$403M • Fidelity $FBTC: +$42.8M 📉 LAST WEEK'S ETF FLOWS: 🔴 BTC ETFs: -$1.282B 🔴 ETH ETFs: -$365.2M Combined: -$1.647B Nearly $1.65B in net outflows from US spot BTC and ETH ETFs in just 5 trading sessions. That's a serious warning sign. 🏦 FED & MACRO: • October jobs: +165K • Unemployment: 4.1% • Fed rates: 3.75-4.00% • December rate hike odds reached roughly 80% after Friday's jobs report. 🚨 NEXT WEEK: • Tuesday, Nov 10: US CPI • Friday, Nov 13: US PPI Inflation is about to take center stage again. 🏛️ POLITICS & OIL: 🇺🇸 Democrats win control of both chambers of Congress. • Brent closes Friday at $98.32. • WTI closes at $90.83. • Brent drops roughly 17% for the week. • Renewed US-Iran tensions threaten energy markets. Falling oil could ease inflation pressure, but geopolitical risks remain. 🧠 MY TAKE: Here's what I don't like about this setup. Bitcoin is holding near $76K, but almost $1.65B just left crypto ETFs. Meanwhile, the Nasdaq lost 3.4% for the week, and a strong jobs report pushed Fed rate hike expectations higher. That's not exactly the environment where I want to blindly chase a crypto rally. I'm watching 3 levels. 🐂 $78K: First meaningful recovery signal. 📈 $80K: A stronger bullish case if supported by real spot demand. ⚠️ $75K: Losing this area again could open the door to further downside. But ETF flows matter just as much as price. One green candle means nothing if buying pressure doesn't follow through. I'm not interested in catching the exact bottom. I'd rather wait for confirmation than become exit liquidity for someone else's relief rally. And with CPI coming Tuesday, I'm keeping risk under control. The market doesn't owe anyone a recovery. Surviving the volatility matters more than predicting the next candle. Stay liquid. Stay disciplined. Patience beats FOMO.

🚨 US TREASURY MOVES TO CUT OFF MEXC OVER $16 BILLION IN ALLEGED ILLICIT CRYPTO TRANSACTIONS! And this should be a wake-up call for crypto traders. On November 6, FinCEN issued a major order targeting MEXC Global. The numbers are insane: 💰 $ 16B+ in transactions linked to suspected illicit activity from 2021 to 2026 🏦 Over $1B in daily trading volume as of September 🔒 Approximately $5B in reported exchange reserves ⚠️ US financial institutions will be prohibited from processing transfers involving MEXC, including crypto transfers. The restrictions take effect 30 days after publication in the Federal Register. MEXC says customer funds remain secure and withdrawals are operating normally. But here’s the bigger picture. An exchange can process billions daily and still face serious regulatory risks. 🧠My take? I’ve learned to look beyond trading volume, low fees and massive token listings. Liquidity, custody and regulatory compliance matter just as much. And $5B in reported reserves doesn’t automatically guarantee customer protection. The biggest threat to a crypto exchange isn’t always a hack or market crash. Sometimes it’s losing access to the financial system. Not your keys, not your coins. bitcoin:native ethereum:native

🚨 NASDAQ +1.09%. BITCOIN CRACKS $75K . $530M EXITS CRYPTO ETFs. The stock market is bouncing, but crypto is still bleeding. And the Fed just got another reason to stay hawkish. 👀 📈 WALL STREET | FRIDAY CLOSE: 🟢 Nasdaq: +1.09% 🟢 S&P 500: +0.31% 🔴 Dow: -0.46% • $AMD +11% • $NVDA +2.8% • Semiconductor index +4.2% • Nasdaq finishes the week down 3.4%. • S&P 500 loses 2.7% for the week. Tech bounced. The weekly damage remains. 🏦 FED & US ECONOMY: 🚨 October jobs crushed expectations. • Payrolls: +165K vs +65K expected. • Unemployment: 4.1%. • September jobs revised to +60K. • Wage growth: +3.1% YoY. • December Fed hike odds jumped to roughly 78%. The labor market is stronger than Wall Street expected. Good for the economy. Potentially bad for rate-sensitive assets. 🇺🇸 POLITICS & OIL: • Democrats secure the House and Senate. • Tougher AI regulation becomes a market concern. • US-Iran peace talks remain uncertain. • Tanker attacks keep supply risks elevated. 🛢️ Brent: $98.32 🛢️ WTI: $90.83 Brent lost roughly 17% this week. Lower oil could ease inflation pressure, but the geopolitical risk premium hasn’t disappeared. 🪙 CRYPTO: BTC: ~$75.7K ETH: ~$2.23K • BTC briefly breaks below $75K • Leveraged traders get hit by another liquidation wave. • Bitcoin remains under pressure despite Friday’s tech rebound. 📉 LATEST COMPLETE ETF FLOWS | NOV 5 🔴 BTC ETFs: -$430.2M 🔴 ETH ETFs: -$99.9M Combined: -$530.1M • Fidelity $FBTC: -$199.9M • BlackRock $IBIT: -$105M Bitcoin ETFs lost $869.8M across the first 4 November trading sessions. That tells me more than any bullish headline. 🧠 MY TAKE: This is exactly why I’m not chasing every green candle. The Nasdaq bounced over 1%, but BTC still couldn’t hold $75K during the session. Meanwhile, ETF investors pulled hundreds of millions from crypto, and strong jobs data pushed rate hike expectations higher. That’s a tough combination for risk assets. Here’s what mattere to me: 🐂 BTC reclaiming $78K would be an encouraging first step. 📈 Above $80K with strong spot demand, the recovery starts looking more convincing. ⚠️ Losing $75K again puts further downside on the table. But price alone isn’t enough. I want to see sustained ETF inflows, improving liquidity and buyers showing up without relying on leverage. I’d rather miss the first 5% of a genuine recovery than get trapped chasing a dead-cat bounce. The market can stay irrational longer than overleveraged traders can stay solvent. Protect capital. Respect the trend. The next bull run won’t reward everyone who blindly bought the dip. It will reward those who survived the volatility. Stay sharp, CT.

🚨 A BITCOIN MINER SOLD 20,264 BTC AND LANDED A $28 BILLION AI DEAL! And this could change the entire mining industry! Riot Platforms ($RIOT) is making a massive shift from Bitcoin mining toward AI infrastructure. The numbers are wild: • 20,264 BTC sold for $1.48 BILLION in the first 9 months of 2026 • Just 2,418 BTC remaining as of September 30 • $28 BILLION contract with Anthropic over approximately 15 years • 910 MW of planned AI data center capacity • $5.5 BILLION in estimated development costs But here’s the catch: The SEC filing reveals a potential 12% annual interest cost tied to alternative project financing if conventional financing isn’t available. And that $28B isn’t guaranteed profit. It’s expected long-term contract revenue. 🧠My take: I think we’re watching Bitcoin miners transform into AI infrastructure companies. They’re no longer just turning electricity into Bitcoin. They’re turning Bitcoin into capital for AI. But I don’t chase billion-dollar headlines blindly. Construction costs, financing and actual cash flow matter more than contract size. The real question isn’t how much BTC Riot sold.. ..It’s whether AI infrastructure will generate better shareholder returns than holding that Bitcoin. $BTC $RIOT $WULF $CORZ

🚨 WALL STREET IS SUING TO STOP CRYPTO-STYLE STOCK TRADING! And a federal judge just made things even more interesting. 👀 On November 3, the CFTC cleared the way for single-stock perpetual futures on regulated US exchanges. Think crypto-style trading applied to stocks like Apple and Nvidia: • No fixed expiration date • Leveraged exposure without owning shares • New opportunities for derivatives traders But Wall Street isn’t backing down. Cboe and Citadel Securities joined an industry lawsuit challenging the CFTC’s decision. Their argument? These contracts should fall under SEC jurisdiction as security-based swaps. And here’s the twist. ⚖️ A federal judge refused to block trading immediately but indicated the challengers were likely to succeed on the legal merits. The case is far from over.. Meanwhile, DeFiLlama reports roughly $650 BILLION in onchain perpetual futures volume over the past 30 days. That’s across crypto and other markets, not just stocks. My take?🧠 I think traditional finance has underestimated how much crypto has changed trading. But more leverage doesn’t automatically mean better markets. I’ve seen enough liquidation-driven chaos to know that easier access to leverage can destroy traders just as quickly as it creates opportunities. The real winners won’t necessarily be the platforms offering the highest leverage. They’ll be the ones attracting sustainable liquidity while managing risk. Crypto spent years copying Wall Street. Now Wall Street is fighting over trading models popularized by crypto. And this battle is only getting started. $BTC $HYPE $COIN $CBOE

📰 DAILY TAPE 📰 🚨 DOW +1,569 POINTS. BTC BACK ABOVE $80K . $127.6M RETURNS TO CRYPTO ETFs. Wall Street is ripping after the US midterms. But BlackRock’s Bitcoin ETF just lost another $201M Something doesn’t add up. 📈 WALL STREET (NOV 4 CLOSE): 🟢 Dow: +3.03% | 53,356 🟢 S&P 500: +1.58% | 7,689 🟢 Nasdaq: +1.44% | 25,737 • $MSFT +6.7% • $AMZN +6.1% • $GOOGL +3.2% • $HUT -23% • Semiconductor index -3.1% Big Tech is winning. AI infrastructure stocks are getting crushed. Thursday premarket: Nasdaq futures slip as chip stocks remain under pressure. 🇺🇸 POLITICS & MACRO: • Democrats win the House and Senate. • Political gridlock becomes the new Wall Street narrative. • ADP jobs: +86K vs +69K expected. • Fed rates: 3.75-4.00%. • October jobs report drops Friday. The market is betting on lower geopolitical risk, but that bet isn’t guaranteed to pay off. 🛢️ OIL & BONDS: 🔴 Brent fell more than 8% Wednesday. 🟢 Brent rebounds to $96.37 Thursday. 📉 US 10Y yield: 4.89% Wednesday. Oil is pricing in hopes of easing tensions with Iran. But the war isn’t over! CRYPTO: 🟠 BTC: ~$80.4K 🔵 ETH: ~$2.43K • BTC recovered from Wednesday’s low near $75.7K • BTC briefly traded above $81K • Crypto is stabilizing after heavy selling. • The recovery still needs sustained demand. 📊 ETF FLOWS (NOV 4) 🟢 BTC ETFs: +$74.6M 🟢 ETH ETFs: +$53.0M Total: +$127.6M But look closer. 🟢 Fidelity $FBTC: +$236.7M 🔴 BlackRock $IBIT: -$201.2M Same market. Two very different flows. One green ETF day doesn’t erase the recent outflows. 🧠 MY TAKE: This is where I refuse to let FOMO take over. The Dow just exploded higher. BTC reclaimed $80K .ETF flows finally flipped green. Sounds bullish, right? Maybe. But the market is still sending mixed signals. Big Tech is rallying while semiconductors struggle. Oil is bouncing after a massive selloff. BlackRock’s Bitcoin ETF is still seeing redemptions. That’s not a clean risk-on environment. My playbook: 🐂 BTC holding $80K is the first positive signal. 📈 A convincing break above $81K with strong spot volume would strengthen the recovery. ⚠️ Losing $80K again would put the recent lows back on my radar. I’m watching ETF flows, liquidity and actual buying pressure. I don’t need to catch the exact bottom. I’d rather miss the first part of a rally than get trapped buying someone else’s exit. The market doesn’t reward impatience. A green candle is not confirmation. Stay disciplined, CT. 💪

📰 DAILY TAPE 📰 🚨 DEMOCRATS TAKE CONGRESS. OIL CRASHES 9%. WALL STREET RIPS HIGHER. BITCOIN FIGHTS BACK. Yesterday was election chaos. Today is a massive relief rally. But crypto bulls aren’t out of the woods yet. 👀 📈 WALL STREET (11:36 AM ET) 🟢 Dow: +2.44% 🟢 S&P 500: +1.37% 🟢 Nasdaq: +1.44% • $AMZN jumps 6.2%. • $GOOGL gains 3.8%. • Semiconductor index drops 3.6%. • Solar stocks surge as investors price in a policy shift. The AI trade is splitting. Big Tech wins while data center operators get punished. 🏛️ POLITICS & MACRO: 🇺🇸 Democrats win both the House and Senate. • Trump signals acceptance of the midterm results. • Markets price in more political gridlock. • ADP private payrolls: +86K vs +69K expected. • October jobs report due Friday, November 6. • Fed rates remain at 3.75-4.00%. Lower political uncertainty is helping stocks, but the inflation problem hasn’t disappeared. 🛢️ OIL: 🔴 Brent: $94.29, down 8.9% 🔴 WTI: $88.54, down 7.8% Oil is getting crushed as traders weigh hopes for progress toward ending the Iran war. Lower energy prices could ease inflation pressure, but a peace deal is far from guaranteed. 🪙 CRYPTO: ₿ BTC briefly reclaimed $80K during the US session. • BTC bounced from roughly $75.6K overnight. • The crypto market has lost around $300B in value over the past month. • Binance faces the fallout from its massive hack. • Net withdrawals reached $4.72B after the exchange reopened. 📉 LATEST ETF FLOWS (NOV 3) 🔴 BTC ETFs: -$115.6M 🔴 ETH ETFs: -$85.35M Combined: -$200.9M Bitcoin ETFs have now lost around $1.16B across 3 trading sessions. Not exactly the institutional accumulation bulls were hoping for. 🧠 MY TAKE Here’s the part I’m paying attention to. Wall Street is celebrating lower oil prices and reduced political uncertainty. Bitcoin is bouncing, but ETF flows are still negative and exchange security concerns haven’t disappeared. That’s a divergence worth respecting. My playbook: 🐂 BTC holding $80K with strong spot demand would strengthen the bullish case. 📈 Positive ETF flows would give this rally more credibility. ⚠️ Losing $78K again would make me cautious about another move toward the recent lows. I’m not buying the first green candle just because the headlines suddenly look bullish. Relief rallies can be violent. So can the reversals. For me, the real confirmation comes from liquidity, sustained buying and institutional demand. A green market doesn’t automatically mean a healthy market. Trade the confirmation, not the excitement. Stay sharp, CT💯

📰 DAILY TAPE 📰 🚨 $1.04B EXITS BTC ETFs. $5.3B LEAVES BINANCE. NASDAQ JUMPS 0.83%. Wall Street is green. Crypto is struggling. And America is voting TODAY. 👀 📈 WALL STREET: 🟢 Nasdaq: +0.83% 🟢 S&P 500: +0.36% 🔴 Dow: -0.38% • Nvidia +2.3%, Micron +2.6% • Microsoft and Amazon gain over 2% • Apple -1.9% • AI stocks lead the rebound • Most S&P 500 stocks still decline Big Tech is carrying the market again. 🪙 CRYPTO: ₿ BTC: ~$77.6K ♦️ ETH: ~$2.3K 🔐 Binance update: • ~$6.3B affected by massive hack • $10.97B withdrawn over 46 hours • $5.28B in net outflows • Deposits showing signs of recovery Trust takes longer to recover than stolen assets! 📊 ETF FLOWS: 🔴 Friday BTC: -$643.2M 🔴 Monday BTC: -$398.6M 💀 $1.04B OUT IN TWO SESSIONS! Monday ETH ETFs: -$139.7M Institutional demand remains weak. 🏦 FED & MACRO: • US 10Y yield: ~4.96% • Fed rates: 3.75-4.00% • September job openings: 7.52M • US jobs report: November 6 Higher yields could pressure risk assets. 🛢️ OIL & POLITICS: 🇺🇸 US MIDTERMS TODAY! • Congress control at stake • Crypto regulation and taxes in focus • Brent crude: $103.60 (-1.1%) • US-Iran peace hopes pressure oil 🧠 MY TAKE: Nasdaq +0.83%. BTC ETFs lose $1.04B. Binance sees $5.28B in net outflows. And traders are already calling the bottom? Not so fast.. I've seen enough relief rallies to know that green candles don't guarantee a recovery. Tech is bouncing while institutional crypto demand remains weak. That's not confirmation! 🐂 Above $80K, BTC could regain momentum. 🐻 Below $76K, a move toward $72K becomes possible. I'm bullish long term, but I'm not chasing this bounce. I want stronger spot demand and positive ETF flows first! The real opportunity comes when liquidity returns, not when FOMO takes over! Survival > FOMO

GM. ☕️ BTC below $77K. bitcoin:native: $76.4K ethereum:native: $2.25K solana:So11111111111111111111111111111111111111112: $91 Bitcoin ETFs just opened the week with $399M in outflows. BTC is down again, alts are bleeding harder and risk appetite is clearly getting tested. This is where I stop caring about calling the exact bottom. I want to see BTC defend $76K and take $78K back before getting aggressive. Until then, cash stays ready. No revenge trades. No catching every knife. Survive first. Size up later. 🫡

📰 DAILY TAPE 📰 🚨 $6.3B BINANCE HACK. $4.72B IN NET OUTFLOWS. $799M EXITS CRYPTO ETFs. And Wall Street opens green. The bounce looks good. The underlying risk hasn't disappeared. WALL STREET AT THE OPEN: 🟢 S&P 500: +0.45% 🟢 Nasdaq: +0.63% 🟢 Dow: +0.78% • Tech stocks rebound after Friday's brutal selloff. • Oil plunges on renewed US-Iran peace hopes. • $AAPL and $PLTR earnings after the bell. • AI valuations remain under pressure. 🪙 CRYPTO: bitcoin:native: ~$78K ethereum:native: ~$2.3K • Binance confirms $6.3B stolen. • FBI attributes the hack to North Korean hackers. • $4.72B in net customer withdrawals since reopening. • Outflows represent around 2.8% of Binance assets. • Binance says it has raised $6B to cover losses. Massive numbers, but no evidence of a full-scale bank run so far. 📉 FRIDAY'S ETF FLOWS: 🔴 BTC ETFs: -$643.2M 🔴 ETH ETFs: -$155.7M Total: -$798.9M Nearly $800M out of US spot BTC and ETH ETFs in one session. Institutions aren't exactly rushing to buy this dip. 🏛️ MACRO & POLITICS: • Fed holds rates at 3.75-4.00%. • 2 Fed officials voted for a rate hike. • US manufacturing PMI rises to 55.5. • Factory input prices remain elevated. • US midterms tomorrow, November 3. • October jobs report Friday, November 6. 🧠 MY TAKE: Here's what bothers me. Stocks are bouncing on lower oil and hopes of peace, while crypto is still dealing with a major security crisis and weak ETF demand. That's not the kind of confirmation I want. 🧠 My focus is simple: • BTC above $80K with real buying pressure. • ETF flows turning positive. • Binance restoring normal withdrawals and market confidence. Until those conditions improve, I'd rather miss the first 5% of a rally than get trapped in another fake breakout. Green candles don't mean the risk is gone. Liquidity matters. Conviction matters. Capital preservation matters. The market rewards patience, not FOMO!

🚨 COINBASE REPORTED $719 MILLION IN PROFIT. BUT THERE'S A HUGE CATCH! The adjusted profit was just $78 MILLION. 👀 Here's what Coinbase revealed in its Q3 earnings: • $719M in reported net income • $715M in crypto investment gains, largely unrealized • $78M in adjusted net income • Total revenue down 35% year over year • Transaction revenue down roughly 43% And $COIN got hammered on Wall Street. But here's what most investors are missing. $22B in average USDC balances held in Coinbase products! $200M+ in annualized prediction market revenue Subscription and services now account for 49% of net revenue My take? 🧠 I like Coinbase's long-term potential, but I'm not confusing crypto price gains with sustainable operating profits. I've learned to look beyond impressive earnings headlines. Real growth matters. Recurring revenue matters. Cash flow matters. Coinbase is building more than a crypto exchange, but it still needs to prove that diversification can deliver consistent profits. $719M in reported profit sounds incredible. The underlying business tells a more complicated story. 👇🏼Would you rather own bitcoin:native directly or bet on Coinbase becoming the future of finance?👇🏼 $COIN bitcoin:native ethereum:native

📰 DAILY TAPE 📰 🚨 BINANCE HIT BY $6.3B HACK. $3.64B IN NET OUTFLOWS. $799M DRAINS FROM CRYPTO ETFs. Wall Street just got crushed, Bitcoin is struggling around $78K, and Binance is dealing with the fallout from the biggest crypto hack on record. This is turning into a serious test of market confidence. 📈 WALL STREET: 🔴 Nasdaq: -2.86% 🔴 S&P 500: -1.82% 🔴 Dow: -1.09% • Intel crashed 28.6% as AI spending concerns intensified. • AMD dropped 10.9% and Nvidia lost 4.2%. • Semiconductor stocks sank 7.2% on Friday. • Big Tech's AI spending is starting to worry Wall Street. 🪙 CRYPTO: bitcoin:native: ~$77.8K ethereum:native: ~$2.26K • Binance suffered a massive $6.3B hot wallet breach. • Binance says 95% of affected assets have now been replenished using replacement funds. • Withdrawals resumed in phases on Sunday. • Binance reported $3.64B in net outflows during the first 9.5 hours after reopening. • Friday's US spot BTC and ETH ETF outflows totaled $798.9M. The exchange is replacing stolen assets, but replacing funds and rebuilding trust are 2 very different things. 📊 Last week's ETF flows: 🔴 BTC: -$202.4M 🔴 ETH: -$431.4M Friday alone wiped out 4 consecutive days of BTC ETF inflows. Institutional demand needs to improve. 🏦 FED & MACRO: • Fed held rates at 3.75–4.00%. • Decision passed 10-2, with both dissenters favoring a rate hike. • Inflation remains elevated. • Markets are heading into another week of uncertainty. The Fed isn't rushing to rescue risk assets. 🛢️ OIL & POLITICS: • December Brent settled Friday at $117.64. • January Brent closed at $113.43. • Middle East supply risks remain elevated. • A tanker attack in the Strait of Hormuz added fresh concerns about energy security. Higher oil prices could make inflation harder to control. 🧠 MY TAKE: The Binance hack is massive, but the market reaction tells a bigger story. Crypto is facing pressure from multiple directions at once. ETF outflows, falling tech stocks, geopolitical risk and uncertainty around exchange security. Binance replacing 95% of affected assets is important. But I want to see withdrawals normalize and confidence return before calling the situation resolved. I'm not interested in blindly buying every dip just because Bitcoin looks cheaper. 🐂 Above $80K with strong buying volume and improving ETF flows, I would start looking for a more convincing recovery. 🐻 Below $75K, the risk of another leg down becomes much harder to ignore. For now, protecting capital matters more than chasing the next green candle. The next real move won't be determined by headlines alone. Watch liquidity. Watch ETF flows. Watch whether buyers actually show up. Patience is a position too!