Bitcoin Jay

hodl since 2017

[Bitcoin Jay @notlooking2push]

Yep. Listen to everyone telling you #bitcoin is going to let you jump on board at 3k. Because that’s just what $btc does, Let’s everyone get on board. The train will leave the station when most are still in line. Bitcoin will reach 50k eoy.$ltc $etc $xrp $dgb

[Altcoin Daily @AltcoinDaily]

uh oh, crypto holders... history is repeating!!

[Gavin McHugh @gavinmchughh]

Going for glory parlay:

Jags ML
Lions ML
Steelers ML
Rams ML
Broncos ML
Commanders ML

putting in this a frame after it comes home.

🪑

[Andy @andyyy]

Revenue meta & store of value barbell.

Been preaching this for about a year now, it’s the only way…

[The Kobeissi Letter @KobeissiLetter]

Yesterday's earnings call with Reddit's CEO will be referenced for years to come.

Reddit, $RDDT, is now down -42% in 8 trading days.

AI has disrupted search, and the internet more broadly, forever.

Our thoughts on this are included below.

[The Kobeissi Letter @KobeissiLetter]

The "stealth" bear market is in full-swing.

While the Nasdaq 100 erased -$4 trillion in 25 days, the "S&P 500 Excluding AI" hit a RECORD high on Friday.

AI stocks fell over -13% in October while the S&P 500 Excluding AI gained+8%.

What's happening? Let us explain.

(a thread)

[Christopher Inks @TXWestCapital]

As I keep saying, you should be paying attention.

This is the plausible source of forced selling and strengthens the de-grossing ("mechanical unwind") explanation.

If stocks absorb this estimated selling and hold their lows, then that's meaningful evidence of demand. If they rebound after the close-related pressure passes and hold the recovery next session, then that strengthens the washout case.

https://t.co/9bCmqV41Ol

[Ansem 🐂🀄️ @blknoiz06]

Q4 market thoughts

october 28th, 2026

[Route 2 FI @Route2FI]

BTC struggles to hold $80k, and I'd be lying if I said it doesn't bother me a bit. Boring, choppy markets like this are where most people get chopped up. I don't feel like this is a good market to add much risk, so for now the only position I have open is a 2x lev $ENA.

A few reasons to like $ENA here:

-The major unlocks are past us. 1.5B tokens ($362M) unlocked on October 5 for early investors.
-Emissions to bootstrap USDE ended
-ENA is highly reflexive --> bullish markets --> more money earned on basis --> higher token price --> higher yield --> more TVL --> repeat
-ENA buybacks soon

NFA & DYOR.

Follow my profile on @phantom to see trades in real time, and sign up to get 10% off 3 months' trading fees with my code:

https://t.co/puxns01Sh0

[Arthur @arthur0x]

Great call and agree.

[The Wolf Of All Streets @scottmelker]

It's time to get out of crypto and other risky assets and park money in Treasuries.

Bloomberg Intelligence's Mike McGlone says stocks are at record highs and everything else just follows them, so it's time to play it safe

"This time last year was right about when cryptos peaked. That was basically Q4 2025."

"We have the highest 30-year rates in like 3 decades. We have the highest gold price versus a basket of Treasuries in 4 decades. We have the highest stock market cap to GDP on an end of the year basis in 100 years."

"That's all that matters. We are complete stock puppets."

"Stay away from high volatility, highly correlated assets, including metals. It's the same chart as the S&P 500."

"Look at cryptos. Same chart as S&P 500, except the only way for them to go up is stocks have to go up."

"Just get out and hide in Treasuries. Be willing to miss a little bit. This is the time."

[Yan @YanPeronn]

In case you didn't watch sports last night:

>🏀Luka Doncic dropped 52 points

>🏀WNBA revealed game 6 of the FINALS is set to play in a 3500 seat gymnasium cuz they double booked the normal stadium with an ATL Hawks game

>⚽️Real Madrid beat Barcelona 2-1 in the El Clásico off a late Mbappe goal

>⚽️Man Utd got humiliated AGAIN, this time losing 3-0 to Bournemouth
-They are 1 point above relegation

>🏎️Ted Cruz got booed by the Texas crowd while handing Kimi Antonelli the US GP trophy (vid in replies)

>🏀Jalen Williams went down with a gruesome leg injury and got stretchered off (vid in replies... viewer discression advised)

>🏈Seahawks beat the Chiefs 20-3 & handed KC its first loss of the season
-JSN put up 9 rec, 150 yds & a TD
-Super Bowl MVP Kenneth Walker got held to 36 yds by his old team & walked off the field without shaking anybody's hands

>🏒Canucks fans booed Quinn Hughes in his return to Vancouver & chanted "HE'S NOT SIGNING"(vid in replies)
-The crowed erupted when Hughes got dropped by a body check
-Hughes had a goal & an assist in the Wild's 4-2 win

>🏈Kendal Daniels sealed Atlanta's win vs undefeated 49ers with an INT
-Last week he got stretchered off the field after scary injury

>🏈Lions beat the Packers 20-17 on a walk-off FG after an onslaught of bad penalty calls against Green Bay

>🏈Bengals beat the Ravens 35-13 after being down 13-0 at half
-Bengals put up 5 unanswered TDs in the 2nd half

>🏈Rest of NFL Scores (I also did a full NFL recap earlier)
-Steelers 16-10 Saints
-Bucs 43-13 Panthers
-Dolphins 28-25 Jets
-Giants 27-21 Texans
-Browns 27-24 Titans
-Vikings 16-10 Colts
-Broncos 30-16 Cardinals
-Rams 35-21 Raiders

>🏈Cam Skattebo called for unnecessary roughness cuz he trucked a defender (vid in replies)
-Then put up his first career 100-yd game as Giants beat Texans

>🏈Packers, Seahawks, Broncos & Vikings were reported to be considering a trade for Jonathan Taylor
-Taylor called out people who talk about his trade rumors on social media
-His wife did the thing on the line above just 2 days ago

>🏈Azeez Al-Shaair announced he'd wear the name of Fatima Al-Bayook, an 8 y/o girl killed in Gaza, on his eye black vs the Giants

>🏈SEC fined South Carolina $500K for their fans rushing the field vs Tennessee

>🏀Knicks lost to the Magic & fell to 0-3
-Only the 69-70 Celtics & 11-12 Mavs also started 0-3 after winning the chip

>🏀Jalen Suggs went down with bad knee injury

>🏀Embiid asked reporters to "put pressure" on the Sixers to let him play tonight, they sat him anyway & lost to the Pistons 106-93

>⚽️Inter beat Fiorentina 2-1 scoring in the 91st & 97th minute to go top of Serie A

>⚽️Bayern beat Freiburg 3-1 in their first game since Kompany collapsed at training

>⚽️I did a full football recap on my account earlier if you wanna check it out

>🏁Kyle Larson won at Talladega for his first ever superspeedway win

>🎾Medvedev beat Basilashvili to win the Almaty title

>🏒Canadiens beat the Jets 2-1 outdoors in the Heritage Classic

>Let me know what I missed

If you love sports but don't have time to watch every game — I post one of these recaps every night... Follow me pookie

[Bitcoin Jay @notlooking2push]

@TheFlowHorse Yes I’m max levered short. Just for the next few days or week tho. East trade

[James E. Thorne @DrJStrategy]

Let’s listen to an expert on the claims that Bitcoin is going to zero. 👇

[Joel Lorenzi @JoelXLorenzi]

Asked if the staff talks to Buzelis after a scenario like last night, when he sat in the fourth, Tiago Splitter said "I think we're making this a bigger deal than it should be. It’s just part of basketball. Not having a great night, you play less. It’s not a big deal. He’s gonna bounce back.”

[Joel Lorenzi @JoelXLorenzi]

After their best half of the season, Bulls let go of rope in 3Q, outscored 40-20. Mounted a comeback behind Caleb Wilson’s late play, but ultimately dropped to 1-2 this season. Wilson finished with 30 points and 14 rebounds (9-11 FTs) and was a +14 in four-point loss.

[The Rollup @therollupco]

Is ethereum:native getting left behind?

Mike Silagadze, CEO of EtherFi, doesn’t think so, and his reasoning has nothing to do with price.

“I still think it’s the only credible decentralized censorship resistant blockchain. I don’t know if there’s anything else out there that realistically comes close.”

When institutions decide where to keep serious capital, he says, they choose Ethereum because it’s the safest place to be.

@MikeSilagadze @ether_fi

[Willy Woo @willywoo]

Peter is immensely valuable to the BTC community as a counter signal.

This post alone gives odds of BTC bouncing off 80k at 70%.

[Anthony Pompliano 🌪 @APompliano]

I spoke with @jvisserlabs this week to break down @chamath's claim that bitcoin is going to zero, the real quantum computing risk, the historic hedge fund unwind, and why AI is now smarter than all of us.

We also discuss using AI as a life coach, genetically modified war dogs, and why Eli Lilly ($LLY) could become the biggest company in America.

YouTube: https://t.co/aB5RONp6yp
Spotify: https://t.co/3PDD8tynHH
Apple: https://t.co/FANjc5kAyR

TIMESTAMPS:
0:00 - Intro
1:01 - Chamath says bitcoin is going to zero (is quantum a real threat?)
10:55 - Marc Andreessen on why people over 35 fear new technology
14:30 - The historic hedge fund unwind & what’s driving the AI sell-off
20:03 - AI is now smarter than you (using Grok to sell real estate)
23:57 - Top law schools are banning AI & what it means for your kids
28:48 - Active vs passive AI usage & running a company on AI agents
34:06 - How to use AI as a weekly life coach
39:53 - Building shared AI memory
43:28 - Warp Sciences, Palmer Luckey & genetically modified war dogs
46:21 - Why Eli Lilly will become the biggest company in America

[The Kobeissi Letter @KobeissiLetter]

We are in a “stealth” bear market.

For the first time in history, nearly 60% of the S&P 500’s components are in a bear market, while the index trades 3% away from a record high.

We think this is a historic opportunity.

@TKL_Adam joins @cvpayne on Fox Business to discuss our view.

[Christopher Inks @TXWestCapital]

Had such a great response to my long-term $ADA chart the other day, so I thought I'd post my long-term $XRP chart. If the large triangle is correct, which it appears to be, then that would be wave 4 which led to wave ((i)) of 5 at the ATH. The pullback into the yearly S1 pivot suggests a wave ((ii)) flat correction. That gives us a minimum expected wave ((iii)) target of ~5.78 followed by a projected wave ((v)) of 5 target at ~6.91. We could see a blow off top which would overextend those targets, but we should at least expect price to reach them if the count holds up.

Bring on the hate...