gergo.bardocz

reposting brilliance💡

[nic carter @nic_carter]

everyone I know that is actually putting compute in the ground tells me the following:

- credit is very much available, LTVs have dipped for some but there is no "credit freeze".
- no concerns whatsoever about offtake demand. as robust as it has ever has been.
- not particularly concerned about the politics. can work around moratoria. believe incentives will prevail and cities and states won't walk away from billions in tax $. there will always be pockets of power available.

[Just a Dude Who Invests @DudeWhoInvests]

PETER LYNCH TALKS ABOUT WHAT TO DO WHEN THE STOCK MARKET PULLS BACK

[Matt Lira @MattLira]

The data centers will get built.

Compute will be brought online.

The rockets will launch.

Autonomous cars will ship.

Orbital networks will scale.

Science will advance.

Diseases will be cured.

[Joe Consorti @JoeConsorti]

Chamath says Bitcoin goes to zero. @Jason says dump it now.

Jason has said Bitcoin would fail 33 times since 2018. Buying $1,000 of BTC every time he said it would be worth ~$181,000 today.

I went through every claim, line by line, and debunked it all.

[Bob Loukas 🗽 @BobLoukas]

Bitcoin appears to be confirming the new cycle here. These events provide a really clear and clean setup.

The upside target is around 30 to 45 days, room for a good advance. It is however not guarantee of a major upside move, but provides an excellent anchoring point because a loss of the recent lows ($79,600) is a level where you would want to get very defensive.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: CYPHERPUNK LEGEND ADAM BACK JUST PERFECTLY EXPLAINED WHY THE #BITCOIN BOTTOM IS IN LIVE ON BLOOMBERG

BIG BANKS ARE NOW RECOMMENDING "2-4% ALLOCATIONS, SOME EVEN ABOVE THAT"

"THE 200-WEEK MA JUST RECENTLY CROSSED $65,000"

"HISTORICALLY, THIS IS WHEN BTC STARTS TO APPRECIATE AFTER A BEAR MARKET"

BUY THE DIP WHILE YOU STILL CAN

THE BULL IS LOADING 🚀

[InvestAnswers @Investanswers]

$SPCX Earnings key Alpha: #1 Revenue was $14.58B vs $12.87B consensus, beating even the highest Street estimate ($13.9B) by almost $700M. Compute grew from 1.4 GW to 1.7 GW.

[gum @gumsays]

yes it is possible this was a false start to the bull run

just remember last cycle started with a fake tweet from coin telegraph and BTC still went from $16K to $126K

what matters is what price does, not what you think about it

[SolanaFloor @SolanaFloor]

BREAKING: Solana surpassed all L1 and L2 chains in app revenue in Q3 2026.

This marks the 10th consecutive quarter Solana has led all chains in app revenue.

[TheSonOfWalkley @TheSonOfWalkley]

ELON MUSK SAYS — PEOPLE HAVE “NO IDEA” HOW MUCH COMPUTE IS NEEDED FOR A.I. 👀 $TSLA

Bullish AMD and Nvidia !

[vibhu @vibhu]

This is it. The mainstream crypto adoption moment we've been waiting for:

Samsung, the world's biggest phone maker, is bringing stablecoins to their users. And those stablecoins are on @solana.

250 million devices per year, and over a billion devices globally. All with access to digital money.

Now, anyone with a Samsung phone can use crypto, and it just works magically in the background.

Instant, fast, secure, and it works anywhere in the world.

[SolanaFloor @SolanaFloor]

🚨BREAKING BIG: @Samsung, the world’s largest smartphone maker, partners with @Solana to bring cross border $USDC transfers to Samsung Wallet on 82M Galaxy devices in the U.S., starting from the last week of October.

[mert @mert]

panic is unbecoming of a man

don't get psyop'd into thinking the world is ending bc WWIII, AI, or oil

the algo combined with desperate click-addicts makes all seem worse than it really is

do not confuse sensationalized awareness with destiny

there are and have always reasons to be pessimistic, but the ppl who win are the ones who found reason to be optimistic

let's win

trillions

[Dr. Brian Hoeflinger, MD @drhoeflinger]

I’m a retired brain surgeon and I wanna tell you why you feel like life is passing by. I just need one minute to explain this to you so hang in there.

Repetitive daily routines stop the brain from recording clear detailed memories. When every day looks the same, your brain does not track time the same as a clock does. It tracks change. If nothing new happens then days, months, and years start to blur together.

This is know as Time compression. When life lacks variety, your brain compresses past days together, making it feel like time is sped up.

To stop feeling like life is passing you by, add new experiences to your life. Break routine habits, like changing your daily home routine, taking a different route to work, or trying a new hobby.

Schedule small trips or plan new adventures so your days do not blend together.

Practice mindfulness by staying fully focused on what you are doing right now and not trying to race off to the next task.

Keep a journal and write down happy memories or memorable parts of the day before you go to sleep.

Take deep, calm breaths when you feel anxious or rushed to return your focus to the moment.

You can and you will retrain your brain to not feel like life is passing you by by following these few simple measures.

[SolanaFloor @SolanaFloor]

BREAKING: U.S. spot @Solana ETFs recorded their strongest week of 2026, with over $153 million in net inflows, a new yearly high.

Track here: https://t.co/8nZJxjLBBF

[gergo.bardocz @dnci91]

@mert Thanks Mert! 🥳

[mert @mert]

AFTER 500 CALLS IN THE PAST FEW HOURS WE GOT ALL THE VOTES IN THE LAST SECONDS AND PASSED THE DISINFLATION PROPOSAL BY A LITERAL HAIR

THANK YOU TO EVERYONE WHO WAS OPEN TO CHANGING THEIR MIND

LETS GOOOOOOOOOOOOOO WE DID IT

SOL $1,000

[gum @gumsays]

BREAKING: SOLANA DISINFLATION PROPOSAL PASSES, FLIPPED IN THE LAST 5 MINUTES BEFORE END OF VOTE

66.7% NEEDED 67% FOR

INSANE LAST FEW MINUTES

[gum @gumsays]

$SOL inflation and token burn proposals will likely pass this week thus making $SOL an EXTREMELY MORE APPEALING ASSET TO OWN

This is a clear catalyst for breaking $104 which is the final barrier of HTF resistance that it needs to break before all hell breaks lose

[Ryan Rossi | Horse @TheFlowHorse]

Probably an important reminded for anyone feeling FOMO right now in crypto, and anyone forcing trades right now.

I’ll start by saying I am in the camp that thinks this Bitcoin move looks more like the start of a larger trend than another short-lived bounce.

That’s great because when Bitcoin trends, the entire crypto market opens up with it. You get more continuation trades, cleaner pullbacks, stronger leaders, and eventually more rotation into other names. A huge opportunity set for all timeframes. Everyone from scalpers to swing traders will have too many opportunities to keep track of.

But as a caveat I would try to remind anyone fomoing to not confuse last week with what every week should look like from here.

The first move out of a dead market is often violent because price has to reprice quickly. After that, it is normal for things to cool off, chop sideways, pull back, and let momentum, funding, and positioning reset.

Do not confuse the speed of the first move with the speed of the entire trend.

The crazy volatility people remember from crypto bull markets usually comes later, when leverage, speculation, and participation really start building on each other.

Onchain right now might be a different story between @fomo and @Pumpfun action, but for all the big liquid stuff, it’s far different imo.

Early in a trend, things can actually be much more orderly:

Strong move → consolidation → pullback → continuation.

Crypto has been bad for long enough that people are trained to treat every move like they need to chase it before it disappears.

If the larger trend is actually changing, that is the habit you need to get rid of.

The goal is not to chase every green candle. It is to recognize that the environment may have changed, stay involved, and take advantage of the resets.

If this is a real larger trend, there should be plenty more opportunities ahead and last week would certainly not be the only one.