🟠 Strategy buys again: +196 BTC for $22M

Michael Saylor sticks to his plan: while the market panicked below $110K, Strategy added another 196 BTC. The deal totaled $22.1M at an average price of $113,048.

📊 Current holdings:

— 640,031 BTC
— Total cost basis: $47.35B
— Average price: $73,983 per coin

Yes, this is one of Strategy’s smallest weekly buys lately — a clear slowdown in pace. But Saylor remains calm: “After the current resistance and macro pressure, BTC will climb smartly again by year’s end.”

So while retail shivers in fear, Saylor keeps stacking.

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🟠 Durov: Telegram runs on Bitcoin, not Premium

Lex Fridman’s interview turned out deeply personal. Pavel opened up again — and at times, in unexpected ways.

📉 In 2018, he survived an attempted poisoning. He lost vision, breathing, almost died. Since then, he lives with the thought that every day is a bonus.

For freedom of speech, he left Russia and created Telegram. He’s ready to risk even his life if censorship is at stake. He doesn’t rule out Telegram being blocked in Russia. He still codes himself and selects engineers through contests. The team has just 40 people — and zero bureaucracy.

Telegram became profitable only in 2024: 15M Premium users bring in $500M a year. Durov’s salary is just $0.3. But what keeps him afloat personally isn’t Telegram — it’s Bitcoin: “It’s what allowed me to survive.”

Maximum asceticism: 300 push-ups and 300 squats a day, no alcohol, no coffee, no pills.

TON lives its own life inside Telegram. After the SEC hit, the community drives the project. Gifts proved the monetization model, with celebrity collaborations on the way.

🗣 And the finale: “Bitcoin will be worth $1 million.”

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🟠 Uptober: Bitcoin Heats Up Again

BTC kicked off October with +4%, trading at $119,450 — a 7-week high. It broke above the $117.5K resistance and is now testing $120K. If that level breaks, the path to new highs opens.

📊 Daily recap:

— Crypto market cap +3.5%, now $4.16T
— BTC dominance = $2.37T, surpassing Amazon
— October is historically the best month: gains in 10 of the last 12 years

🔥 The trigger? Weak U.S. labor market data. Poor hiring → higher odds of a Fed rate cut on Oct 29. CME already shows 99% odds of -0.25%.

🗣 Analysts agree: Bitcoin is increasingly sensitive to monetary policy. Traditional indicators are faltering, while BTC is being pitched as “insurance against economic uncertainty.”

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🟠 Strategy: $77.4B in Bitcoin — bigger than some countries’ GDP

Michael Saylor is back in the headlines. Bitcoin has returned to $120K, and Strategy’s treasury valuation has soared to a record $77.4B. To put it in perspective — that’s more than the market cap of BNY Mellon, Barclays, or Deutsche Bank, and on par with the GDP of Uruguay, Sri Lanka, and Slovenia.

📊 Treasury data:

— 640,031 BTC (3.2% of circulation)
— +11,085 BTC in the past 7 weeks
— Latest purchase: 196 BTC on Monday
— 48% of all BTC held by companies (1.32M BTC across 266 firms)

🔥 The comparison sounds absurd but holds true: $77B = 2.5M cars at $30K each or 385K homes at $200K. And this is just one company.

Let’s not forget: they started in 2020 with $250M — and an immediate $40M unrealized loss. Today the portfolio is worth $77.4B. Saylor didn’t just “hodl” — he built a private digital central bank.

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🟠 Bitcoin at $150K? Analysts say — get ready for a breakout

BTC has broken a new all-time high at $125,700, and the market is now gearing up for the next leg of the rally. “The next move to $150K+ has already begun,” writes CrediBULL Crypto.

📈 Key levels:

— The $108K–$118K range is a “blessing zone” for re-entries
— Above $125K, Bitcoin enters price discovery mode
— The next technical target sits at $150K

🔥 What’s driving the market:

— The U.S. government shutdown is pushing investors away from the dollar into BTC
— The DXY index has dropped 12% YTD, its worst performance in decades
— Spot Bitcoin ETFs saw $3.2B inflows this week — the second-highest in history

📊 Historically, October is a bullish month for BTC, with gains in 10 of the last 12 years, and Q4 traditionally delivers new highs.

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🟠 Gold → $4,000 means Bitcoin → $644,000?

VanEck ran the numbers: if gold trades at $4,000 per ounce, the “equivalent price” of Bitcoin should be $644K. Half of gold’s market cap — that’s the target for the next halving cycle (2028).

📄 Context:

— Gold is up 50% YTD, driven by the weakening dollar and ongoing trade wars
— Bitcoin is “lagging,” but historically gold rallies first
— Younger investors increasingly prefer BTC as a digital store of value instead of gold bars

💬 Matthew Sigel from VanEck: “We expect Bitcoin to reach half of gold’s market capitalization after the next halving.”

💬 Peter Schiff, as usual, grumbles: “Bitcoin is still 15% below its peak in gold terms.”
But according to Theya, the “fair value floor” is already $1.34M.

Irony: gold is back in fashion for the boomers — while the youth are mining their own gold, block by block.

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🟠 100 Days to “Explosion”: Bitcoin Tightens to the Limit

The market is holding its breath. Bollinger Bands on the weekly chart are now the tightest in Bitcoin’s history — meaning one thing: a volatility explosion is inevitable.

📊 What analysts say:

— Tony “The Bull” Severino: “Bitcoin is on the edge — either a parabola or the end of the bull run.”
— Historically, such compressions resolve within 70–100 days
— A breakout upward = a new phase of price discovery
— A breakdown = the start of a mature bear phase

Right now, BTC is hovering near the upper band (~$126K) but lacks a decisive push.
Severino warns of potential “head fakes” — false breakouts that shake out both bulls and bears.

🔥 Meanwhile, Rekt Capital insists: “The cycle is still alive.”

“If the peak were already in, it would be the shortest bull run in history — which means it’s not,” he writes.

Bottom line: the market is wound like a spring. 100 days to decide — will the parabola begin… or is another crypto winter ahead?

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🟠 Peter Brandt: “One more drop — then to ATH”

The classic chartist is back.
Peter Brandt believes Bitcoin could reclaim $125K as early as next week — but first, another “shakeout” is likely.

🗣 Brandt:

“Either a shakeout followed by a quick new ATH, or a break of the parabola — in that case, we’d drop back to $50K–$60K.”

🤔 What happened:
— On Friday, Bitcoin plunged from $121K to $102K after Trump’s announcement of 100% tariffs on China
— Over $19B in liquidations
— BTC has since rebounded to $112K

💬 Charles Edwards (Capriole):

“This is a reminder that even 1.5x leverage can be deadly. But the outlook remains simple: up.”

💸 Arthur Hayes, in his signature tone:

“Powell just declared the end of QT. Load the truck and buy everything.”

📊 Macro favors the bulls:
— U.S. inflation at 2.9%, labor market weakening
— Fed is almost certain to cut rates again
— Pav Hundal: “This is the perfect zone for Bitcoin.”

Bottom line: short-term turbulence is just noise.
The main trend is alive — and the market is gearing up for another leg higher.
We just need to survive one last shakeout.

Satoshi Tweeted🔑

🟠 Bitcoin Stalls Below $117K — Correction Possible Without a New Catalyst

Glassnode warns that without a fresh catalyst, the market could drift lower.
BTC is trading around $110,800, about 5% below the key $117K level.

📉 Glassnode:

“Without a new catalyst, the market risks moving toward the lower range. Rising profit-taking among long-term holders suggests demand fatigue.”

🗣 Shubh Varma (Hyblock Capital):

“This month will be volatile. Likely range — $116K–$120K. But most probable scenario is consolidation after the sell-off.”

📊 ETF inflows remain strong — a 9-day streak totaling $5.96B, with spot volumes steady. The market still has liquidity inflows, but lacks a clear driver for the next rally.

💸 Potential catalyst — the Fed.
There’s a 95.7% probability of another rate cut on October 29, and loose monetary policy has almost always been bullish for crypto.

🗣 Matt Mena (21Shares):

“With liquidations behind us and monetary easing ahead, market structure looks increasingly constructive. By year-end, Bitcoin could push toward $150K.”

Meanwhile, Arthur Hayes and Joe Burnett are looking further — calling for $250K by the end of 2025.

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🟠 Bitcoin Falls to $105K — Banks Back in the Game

The 2023 scenario is repeating itself: U.S. regional bank troubles are once again shaking the crypto market. Bitcoin has dropped below $106K, marking a 15-week low.

📉 What happened

— Shares of U.S. regional banks are plunging, just like in spring 2023
— Back then, BTC crashed below $20K before sharply rebounding
— Now we see a similar pattern: fear, liquidations, and panic

🗣 Ted Pillows:

“$BTC lost the $108K level. The next support is only around $101–102K. If we fail to reclaim $110K — expect more pain.”

Analysts warn of a potential “direct slide to $98K” if buyers don’t step back in.

💬 SuperBro:

“If Bitcoin can’t hold, it may fill last week’s wick and drop toward the 50-week MA.”

📊 Gold Hits Records — but Schiff Won’t Stop Talking
Peter Schiff, as always, plays his part:

“Gold will reach $1M before Bitcoin does.”

He called the situation not just de-dollarization but de-bitcoinization.
Yet, some traders disagree — they expect a rotation from gold into BTC soon.

🗣 Jelle:

“It’s natural to see profit flow out of gold — that’s how the market always works.”

Bitcoin stands on the edge again, but history knows how this ends: first panic, then rebound — and everyone’s “back in the market.”

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🟠 Coinbase: 67% of Institutions Expect a Bull Market in the Next 6 Months

Institutional investors are turning optimistic again. According to a Coinbase Institutional survey, two-thirds of respondents believe Bitcoin will continue to rise over the next six months.

📊 Key findings:

— 67% of institutions are bullish on BTC in the 3–6 month horizon
— 45% think the market is already in the late stage of a bull cycle
— Only 27% of retail investors share that view

🗣 David Duong (Coinbase):

“The crypto market still has growth potential. We’re seeing steady liquidity and a strong macro backdrop.”

💰 Who’s buying the dip:
— BitMine, chaired by Tom Lee, purchased 379,000 ETH ($1.5B) after the recent drop
— Michael Saylor’s Strategy hinted at new BTC purchases, already holding $69B in Bitcoin

Despite corrections in equities, DAT company crypto treasuries remain stable — a sign of long-term confidence.

📈 What’s next:
Coinbase expects:
— Two more Fed rate cuts
— Economic stimulus from China
— Major funds shifting cash back into the market

Bottom line: Liquidity, macro support, and institutional demand all point to the bull cycle still being alive.

But when it comes to altcoins, Coinbase advises caution — the focus remains on Bitcoin.

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