📈 Bitcoin rebounds while gold loses shine

Since the October 10 crash sale, Bitcoin has bounced back by +3.16%, while gold dropped by -6.42% over the same period.🤔

🐂 Tom Lee: Bitcoin, Gold & Ethereum are the new supercycle drivers

Fundstrat’s Tom Lee believes we’re entering a new financial supercycle led by Gold, Bitcoin, and Ethereum:

1️⃣ Gold leads, Bitcoin follows — if Gold hits $5,000, BTC’s fair value could reach $2M. Lee expects $200K per BTC by Dec 2025.

2️⃣ Stablecoin issuers are buying Gold, fueling demand. Tether and others are turning Gold into a key “transition asset” for the new financial era.

3️⃣ Ethereum’s 1971 moment: just as Wall Street rebuilt finance after leaving the gold standard, institutions are now migrating infrastructure to Ethereum.

💎 Bitmine holds 3.23M ETH (largest in the world), aiming for 5% of total supply. ETH could reach $21,000 if the ETH/BTC ratio recovers to 2021 levels.

Lee’s supercycle themes: AI, energy security, tech dominance, monetary shifts, longevity, and blockchain-based economic data.

📊 “CPI is out. On-chain metrics are in.”

🚀 Bitcoin jumps to $116K amid U.S.–China trade peace

BTC briefly hit $116K (now around $115K) following reports that the U.S. and China have buried the trade-war hatchet, with the Trump–Xi meeting on October 30 expected to be a mere formality 😃

This week’s focus shifts to the Fed meeting on October 29, where another 0.25% rate cut is anticipated.

Everything looks bullish — but what if the good news is already priced in? 🤔

🧢 According to Kalshi betting markets, there’s now a 59% chance that Satoshi Nakamoto = Donald Trump 🤯

Yes, the same Trump who once called Bitcoin a scam might secretly be its creator — at least if you trust degens with too much money and not enough sleep. 🤪

If this turns out true, we might soon hear:

“I invented Bitcoin. The best coin. Everyone says so.” 💰😅

It all started after Binance founder CZ suggested that Trump and Bitcoin’s creator might actually be the same person.

The crypto community went wild — memes exploded, traders rushed to bet, and bookies quickly priced the “Trumpatoshi” theory at nearly 60% odds.

🚀 Arthur Hayes has officially joined the Zcash revival cult 😎

After years of calling $ZEC pointless, the BitMEX founder now believes it can hit $10,000 (yes, really). 👀

🔥 ZEC is on fire — trading around $350 with a $5.7B market cap, even surpassing TON.

Everyone suddenly loves to call it the “second Bitcoin”, and social media is flooded with Zcash hype.

Looks like Arthur decided to bury the doubt hatchet right at the top — classic crypto timing 🧢

⚠️ Zcash faces a critical decentralization risk

According to data from MiningPoolStats, the ViaBTC pool now controls over 50% of Zcash’s total hashrate, effectively dominating block production. 🧐

Such concentration introduces serious threats to the network’s integrity:

▪️Potential 51% attacks, allowing double-spending or transaction reordering.
▪️Censorship risks, as one entity can decide which transactions are included.
▪️Erosion of trust among users and investors due to the loss of decentralization.

🔎 Analysts note that if this imbalance persists, the Zcash community may need to consider technical or governance changes — from algorithm adjustments to a possible transition toward Proof-of-Stake — to safeguard the network’s long-term security and credibility.

😵‍💫 A Fibonacci spiral perfectly aligned with Bitcoin halving cycles — each twist matching the rhythm of supply cuts and price surges.

Call it math, destiny, or just beautiful chart art — but it really looks like Bitcoin was coded by nature itself ♾️

Gold drops below $4,000 per ounce for the first time since October 12 🧐

Yesterday’s session closed at $3,981, and today the price has already slipped to $3,933. 📉

🔎Analysts had warned the asset was “overheated” — looks like the metal finally cooled off. Investors are locking in profits, and the gold rush might be taking a break.

The only question is — just a correction, or the start of a downhill slide? 🤔

🔨 Bitcoin mining companies are now earning significantly more than Bitcoin’s native yield would suggest.

The reason: many miners have started redirecting part of their computing power to serve AI workloads. 🤖⚙️

This diversification helps offset shrinking crypto margins — and shows how tightly the mining and AI industries are beginning to intertwine.

Michael Saylor just bought 390 BTC for $43.4M at an average price of $111,053 each

MicroStrategy now holds a staggering 640,808 BTC (~$73.9B). 💰

Saylor’s reasoning? Simple math and long-term conviction:

In 21 days, 95% of all Bitcoin will have been mined.
By 2035 — 99%.
After that, the world will fight over the last 1%.

After Ethereum switched to Proof-of-Stake, over 78% of new blocks once followed OFAC compliance rules, effectively censoring sanctioned addresses 🧐

Now that number has dropped to 37% — a major step toward restoring Ethereum’s neutrality. ⚖️

Looks like the network is slowly shaking off the “Big Brother” vibes and returning to its decentralized roots. 🚫👮‍♂️

💰 10x Research: Bitcoin may be too expensive for retail investors, and that could threaten the extension of the current bull cycle! 🙀

At ~$114K per BTC, analysts argue that diminishing returns and shrinking accessibility make it harder for new retail money to enter the market. 📉

While models like Stock-to-Flow predict $1M, 10x Research sees a more modest $125K top by year-end — questioning whether the “four-year cycle” idea still holds. 🤔

Meanwhile, institutions and “smart money” continue stacking BTC, while small investors are left watching from the sidelines. 🤷

📊 Trading volume on decentralized futures exchanges (DEX) surpassed $2 trillion in Q3 — a new milestone for on-chain derivatives. 🚀

The leaders of the race: Hyperliquid, Lighter, and Aster.

Looks like DEXs are no longer just “alternatives” — they’re quietly eating into CEX territory. 💵🔗

The AASI (Active Address Sentiment Indicator) is flashing a potential Bitcoin bottom signal. 📉➡️📈

🔎 The metric tracks on-chain activity and sentiment among active BTC addresses — and current readings suggest that sellers may be exhausted.

This could mark the calm before the next upward move. 🚀

💰 Institutions are deep in crypto 👀

Bitwise shared a chart showing just how many major banks and financial giants are already involved in the crypto market and blockchain tech. 🏦💻

Still think they’ll let the industry collapse that easily? Yeah, sure… 🤭

🤩 Altseason is coming… just not yet.

According to CryptoQuant, the market is currently in a moderate phase — no signs of extreme overheating. 📊

Analysts believe the true altseason will hit near the end of the cycle, once we see a strong inflow of capital — just like in 2021. 💥

So don’t panic — there’s still plenty of room to run, especially for alts. ✊🚀

🧬 Tick-tock, crypto… Quantum time is coming... ⏳

Researcher Charles Edwards warns that quantum tech could break Bitcoin’s encryption within 2 years — and he’s not alone:

🔴 Jameson Lopp (2024): 50% chance of a quantum breach in 4–9 years.
🔴 Pierre-Luc Daller-Demers (2025): 2–6 years to crack elliptic-curve cryptography.
🔴 McKinsey: “Q-Day” could arrive in 2–10 years.
🔴 Microsoft, IonQ & Meta: BTC could fall once machines hit ~2330 qubits — expected within 4 years.
🔴 US DoD (2025): crypto-breaking computers in ~3 years.

Looks like Bitcoin might soon face its final boss fight — quantum edition. ⚔️💥

🇫🇷 France wants its own Bitcoin reserve — 420,000 BTC worth ~$48B.

Eric Ciotti’s party (UDR) plans to propose a law to create a “national digital gold” reserve — about 2% of total BTC supply — to be accumulated over 7–8 years. 💰

The fund would grow through:

1️⃣ Mining with surplus nuclear & hydro energy ⚡️
2️⃣ Holding confiscated BTC 💼
3️⃣ Daily government purchases of €15M via public savings programs (Livret A, LDDS) 🇫🇷

Goal: strengthen financial sovereignty and diversify France’s reserves.

📈 For the first time ever, stablecoin transaction volume has surpassed crypto trading volume! 💵⚡️

This shift signals growing real-world adoption — from payments and settlements to everyday commerce. 🏪💳

At the same time, it boosts on-chain liquidity, showing that crypto is slowly moving from speculation to actual utility. 🌐

🇺🇸 The Fed cut rates by 0.25% to a range of 3.75–4%, but Powell’s tone was far from dovish 🫤

He hinted at a possible pause in December, said QT is nearly done, blamed the shutdown for uncertain data, and even mentioned that QE could return later — but insisted the current market “isn’t a real bubble.” 🧐

📉 Bitcoin instantly reacted, sliding to $110K — looks like Powell joined team bears today.

🇨🇳 Then came the Trump–Xi meeting, which ended twice as fast as planned and without a joint statement. BTC briefly dipped to $108K. 🙀

📈 Later, markets calmed down after reports that the U.S. will cut tariffs on Chinese goods to 47%, while China agreed to buy U.S. soybeans and keep rare-earth exports flowing for a year. 👀

Trump rated the meeting “12 out of 10,” while traders called it “better than feared.”

🚀 Robert Kiyosaki is calling for Bitcoin at $200K by the end of the year

📝 In his latest post, the Rich Dad Poor Dad author said BTC could double in price, pointing to growing investor demand and macro tailwinds. 👀

The broader backdrop looks supportive — especially after the positive outcome of U.S.–China talks, which eased market tensions.

📈 Bitcoin is already recovering from yesterday’s drop. Could a new ATH be next? 🥹