Opening Bell Crypto

SpaceX just posted its first public profit — 4.4 billion — with AI Super Intelligence revenue up over 800%. Bitcoin’s riding the risk-on wave at plus 2.3%, ETF inflows returned, and JPMorgan added Bitcoin to its long-term forecasts for the first time. Oil’s the wildcard above 110 on Hormuz tensions. Full recap inside.

Oil’s surging on Iran and Houthi strikes in the Strait of Hormuz — Brent’s at a five-month high near $111. Bitcoin’s holding $81K as spot ETFs pulled $526M Monday, but weekly flows are still negative and puts dominate calls. Asia’s AI trade is cracking too: Kospi’s worst week since 2008. Full recap inside

Bitcoin rebounds off the four-week low near eighty thousand as DeFi leads and alts outperform. Oil retreats from a five-month high after Trump waives Russian sanctions, China’s GDP beats at four point five percent, and Fed Chair Warsh signals patience in Bangkok. But CoinDesk flow data shows this bounce is leverage, not spot — ETF outflows hit two twenty-nine million last week. Meta and Tesla report Wednesday, Fed meets October twenty-seventh

MSCI adopted its non-operating company rule. Strategy’s on the chopping block, but Saylor’s still buying. Bitcoin holds eighty-two K, altseason’s loading.

PPI just printed 6.3% year-over-year against a 5.3% consensus — the biggest monthly surge since March 2022, and it’s almost entirely energy from the Iran-Hormuz conflict. Core came in 5.0% versus 4.4% expected. October 28th FOMC hike odds are climbing fast. Bitcoin’s bleeding under $81K alongside a global chip selloff — Kospi tripped a circuit breaker, Samsung down 9.5%, SK Hynix down 11%. Retail sales also beat at 0.8% with core at 0.9%, so there’s no dovish escape hatch. This isn’t a crypto story. It’s a macro shock hitting everything at once. Full breakdown on Opening Bell Crypto.

CPI came in hot at 3.7% versus 3.6% expected this morning, and markets reacted fast. Stocks dumped, Treasury yields spiked, and Bitcoin held near $83,500. This is Kevin Warsh’s first real test as Fed Chair — and the next FOMC meeting is only two weeks away. Here’s what the numbers mean and what to watch next

Bitcoin swung $3,000 overnight as the Asian AI selloff triggered an $800M liquidation cascade — 170,000 traders wiped out, mostly longs. But spot buyers are already stepping in. The real question: does tomorrow’s CPI print break the range or extend it? Watch until the end for the levels that matter

Bitcoin’s stuck flat while alts rip higher ahead of CPI Wednesday and PPI Thursday. Inflation week is here — here’s what to watch before the numbers drop.

Bitcoin dumped below $81K as spot ETFs bled roughly $500 million — their worst day since June. Over a billion in leveraged longs got liquidated. Is $80K the floor? Not financial advice

Bitcoin dropped below 83,000 this morning, hitting a fresh low near 82,685, as oil surged above 104 dollars on Strait of Hormuz tanker attacks and Gulf hurricane disruptions. The FOMC minutes revealed most Fed officials see another rate hike by year-end, while September payrolls came in at just 29,000 with unemployment ticking to 4.2 percent. Roughly 700 million in leveraged longs got liquidated overnight