Panic Drop Podcast

Happy Friday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- Bitcoin trades back above $86,000

- About $110 million in crypto shorts were liquidated in a 10-minute burst.

- BlackRock ETF clients bought $195.57 million of Bitcoin.

- The Bitcoin Fear & Greed Index rose to 74, back in greed. Polymarket put a 56% chance on Bitcoin finishing the month above $90,000.

- Bitcoin closed Q3 up 39.6%, ahead of gold, the S&P 500 and silver. October has finished green in 11 of the last 16 years.

- Citi sees Bitcoin at $113,000 over the next year. The president of Coinbase Asset Management said Bitcoin could reach $300,000 by 2030, and the iTrustCapital CEO said more than half of clients have been buying Bitcoin since the $58,000 low.

- SEC Chair Paul Atkins said crypto has grown from a niche curiosity into a multi-trillion-dollar asset class, and the SEC proposed a new custody framework for investment advisers and regulated funds.

- Congress is considering rules that would let banks and credit unions hold digital assets and use blockchain. Illinois postponed a plan to tax crypto transactions whether or not they are profitable. EU regulators said they need more powers over crypto and questioned Binance over operations after an order to wind down.

- Nike fell to a 10-year low after earnings. Revenue was $11.21 billion, short of estimates, while EPS of $0.48 beat. Greater China sales dropped more than 20%, and the company guided for a high-single-digit revenue decline in fiscal 2027. The stock was down about 8% after hours.

- The average 30-year U.S. mortgage rate rose to the highest level since 2023, with prints in the 7.3% to 7.6% range. The 30-year Treasury yield sat around 5.6% to 5.7%. The Bloomberg aggregate bond index fell 2.6% in September, one of its worst months in 30 years.

- Goldman Sachs moved its forecast for the next Fed rate hike to December. President Trump said inflation is totally under control.

- President Trump said the U.S. government might take ownership stakes in OpenAI, Anthropic and other AI companies. He also told aides he expects bombing of Iran to resume by the end of November, according to the Wall Street Journal.

- China suspended fuel exports until further notice, with PetroChina canceling some gasoline and jet fuel shipments as stockpiles sit at multi-year lows. The U.S. threatened an export ban on France and Germany if they do not release emergency diesel reserves, Reuters reported.

- Amazon plans to sell $8 billion of Nvidia chips to investors, the Financial Times reported. Amazon also signed a 20-year power deal with Constellation Energy for 190 MW of new nuclear capacity and more than $3 billion of investment.

- Synopsys rose about 11% after partnerships with OpenAI and Amazon, including an AWS chip-design deal worth more than $1 billion. Onsemi revised its Synaptics takeover to $123 a share in cash, about $5.7 billion, and Synaptics jumped about 13% after hours.

- Occidental rose after Goldman Sachs upgraded it to buy, added it to the conviction list and lifted the target to $69, with oil also higher. Google unveiled Gemini 4 Argon, aimed at coding, enterprise work and cybersecurity. Micron’s outlook lifted Asian chip names overnight, including Advantest and Tokyo Electron.

- Volantis raised an $88 million Series A to attack AI’s memory bottleneck with optics. Tavus showed Griffin, a face-to-face model it says passed a video Turing test and ranked first on Nvidia’s benchmark. Putin said there is no stopping the technological progress of AI.

📊 Altcoin Market Updates 📊

- Bitwise and Franklin ETF clients bought a combined $7.24 million of XRP. The XRP Ledger crossed 10 million x402 payments, with agent payments settling through t54’s facilitator.

- Congress is looking at letting banks and credit unions issue stablecoins as part of a broader digital-asset rule expansion.

- NEAR Intents was exploited for more than $3.8 million after irregular outflows from its BSC hot wallet, according to ZachXBT. The incident was still marked as ongoing and hit multiple EVM chains.

- Phantom expanded to BNB Chain. NEAR flipped Avalanche in 24-hour DEX volume.

- Grayscale ETF clients sold $30.25 million of ZEC.

- Silverchat’s $SC token rallied more than 3,500% from launch. The token is tied to the network where $ZC is spent, referenced from Vitalik’s Novel Chapter 27.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Thursday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- U.S. spot Bitcoin ETFs recorded 9 straight days of inflows totaling $3.07 billion, while Fidelity clients sold $125.58 million of $BTC.

- U.S. M2 money supply hit an all-time high.

- The U.S. 10-year Treasury yield rose to 5.304%, the highest since May 2002, and the 30-year yield ended at 5.64%.

- The U.S. bond market fell 2.6% in September, one of the worst months in 30 years.

- Core PCE inflation was 3.0% in August, the 66th straight month above the Fed's 2% target, with at least one more rate hike expected before year-end.

- President Trump said Federal Reserve Chair Jerome Powell should be forced to resign from the board.

- The U.S. Treasury is set to buy back up to $6 billion in longer-term debt.

- The S&P 500 fell 0.5% in September, but 78% of its stocks finished lower and the equal-weight index dropped 4.5%.

- Micron posted Q4 revenue of $54.23 billion and adjusted EPS of $33.42, both ahead of estimates, with a stronger Q1 guide and an 87% gross margin.

- Jabil beat on AI demand, with revenue of $10.62 billion and a raised fiscal 2027 outlook.

- Hewlett Packard Enterprise rose after a $1.2 billion Vultr order for AMD Helios AI racks.

- Google unveiled Gemini 4, its most powerful AI model.

- A judge approved Paramount's $110 billion acquisition of Warner Bros.

- Senate Republicans introduced a crypto tax bill, and SEC Chair Paul Atkins said the agency is working on clearer rules for crypto markets.

- TD Cowen said Bitcoin is evolving from an asset into a capital markets ecosystem.

- The EU is questioning Binance over continued operations despite an order to wind down.

- Ryan Cohen bought another 450,000 GameStop shares, taking his September purchases above 2.6 million shares.

- Robinhood unveiled in-app AI agents that can research markets and execute trades, and plans 24/7 stock trading.

- Florida Governor Ron DeSantis said the U.S. should never have a central bank digital currency.

📊 Altcoin Market Updates 📊

- Visa, Stripe, Shopify, Coinbase and Mastercard backed the launch of stablecoin Open USD ($OUSD) on Solana, Base, Ethereum and Tempo, with $1 billion in launch liquidity.

- Binance Pay launched $USDT payments at PayPay locations across Japan, with more than 100 cryptocurrencies supported.

- Bitwise clients bought $5.75 million of $SOL.

- Brazil's CSD BR partnered with Ripple to mirror securities ownership records on the $XRP Ledger, starting with BTG Pactual fund shares.

- Alleged DPRK-linked attackers began shielding about 2,700 $ZEC, worth $3.8 million, from the Bitget exploit into the Ironwood pool.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Wednesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

Bitcoin held near $83,000 as higher U.S. yields and oil prices kept pressure on risk assets.

The 30-year Treasury yield rose to its highest level since 2002, while the 10-year sat near 5.25%.

U.S. spot Bitcoin ETFs posted 8 consecutive days of inflows. BlackRock ETF clients bought another $51.09 million of $BTC.

Bitcoin is on pace for its second-strongest September on record.

About 82% of Bitcoin addresses are now in profit, and the Bitcoin RSI bounced off its bottom, a setup that has often marked the start of a stronger move.

Bitwise said pensions, endowments, foundations, and sovereign wealth funds bought Bitcoin during the last bear market, and that none of the institutions interviewed were selling. One sovereign wealth fund was selling gold reserves to fund Bitcoin purchases.

$9.2 billion ETF provider HANetf launched the first euro-hedged Bitcoin exchange-traded commodity.

Tom Lee said crypto has entered a bull market.

Coinbase received CFTC approval to launch its own U.S. crypto derivatives clearinghouse.

Robinhood launched crypto and stock perpetual futures trading for U.S. traders.

Illinois released draft rules to tax crypto transactions regardless of profit or loss, starting in 2027.

The White House blamed Democrats for failing to pass the Crypto Clarity Act.

Cboe and S&P Dow Jones Indices are exploring tokenized options contracts.

The People’s Bank of China injected 833.5 billion yuan ($131.79 billion) through overnight reverse repo operations.

Australia hiked rates 25 bps to 4.60%, its fourth increase this year.

The U.S. offered up to 40 million barrels from the Strategic Petroleum Reserve. President Trump said oil prices will tumble.

Iran said it will discuss the nuclear issue only after the Strait of Hormuz issue is resolved and Washington lifts the blockade. Iran’s rial collapsed to a new all-time low.

Only 40.8% of S&P 500 stocks are above their 200-day moving average, the lowest since May 2025. Market breadth is getting thin.

Semiconductors held up better than the broader market, with $AVGO up about 2.7% and $NVDA also green.

$AMD agreed to acquire World Labs, founded by Fei-Fei Li, in an $8.2 billion all-stock deal focused on robotics and physical AI.

$FICO had its worst day since 1989, falling about 27% after FHFA moved to put VantageScore on more equal footing in mortgage pricing.

$MDB fell 18.5% after CEO CJ Desai resigned immediately to take a senior role at $META.

Nscale is going public with $103 billion in signed future revenue, though only 25,000 of 461,000 GPUs are active today. $NVDA is its supplier, investor, backstop, and customer.

OpenAI is targeting a $30 billion funding round at a $1.4 trillion valuation. It also canceled the planned GPT-6.1 Astra release after the model failed internal safety and alignment checks.

Carnival posted record results, with revenue of $8.44 billion and 2027 occupancy and pricing already at record levels.

CarMax beat estimates with revenue of $7.88 billion and adjusted EPS of $1.16.

Summit Therapeutics surged after AstraZeneca agreed to invest $2 billion and take roughly a 12% stake.

Jim Cramer said a bond short squeeze could occur.

President Trump said a new Super Intelligence Czar will be named soon.

About $193 million in long positions were liquidated across crypto in 24 hours.

📊 Altcoin Market Updates 📊

Avalanche led all chains in 30-day RWA market-cap growth with +$266 million, more than the next two chains combined. It also saw $131.2 million in tokenized stock inflows over seven days, more than all other chains combined, led by Securitize.

Brazil’s CSD BR partnered with Ripple to mirror securities ownership records on the $XRP Ledger, starting with BTG Pactual fund shares.

Binance Pay launched $USDT payments at millions of PayPay-supported locations across Japan.

Bitwise’s spot $NEAR ETF went live on the NYSE.

$ETH flipped $BTC for the highest open interest on Hyperliquid.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Tuesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

The White House blamed Democrats for failing to pass the Crypto Clarity Act.

Shein shares tumbled over 12% after a reported 67% drop in quarterly profit.

Michael Saylor’s Strategy transferred out 3,568 $BTC worth $297 million over the past 9 hours.

$531 million was liquidated from the crypto market in the past 24 hours, with 132,749 traders liquidated.

Bitcoin is on track for its fourth-best Q3 in history.

OpenAI canceled the planned release of its GPT-6.1 Astra model over safety concerns and suspended latest model training after reports of AI agents going rogue.

The United States and China reached a deal to cut tariffs on $60 billion worth of goods.

President Trump said the U.S. has surpassed Japan in steel production, called Canada worse than China to make deals with, and said inflation will be completely eliminated after the Iran war ends.

Hunter Biden said Bitcoin is going to $220,000 by 2028 and hopes Democrats change tone to support the Bitcoin industry.

Polymarket launched 15-minute Bitcoin up/down markets on its U.S. app.

Belarus approved its first two crypto banks to integrate traditional finance with crypto.

Coinbase received CFTC approval for Coinbase Clearing LLC, completing its full derivatives platform.

Nvidia added $150 billion to its buyback program and closed up 2.2% while the Nasdaq fell.

MongoDB fell 18.5% after CEO CJ Desai resigned immediately to take a senior role at Meta.

The longest-duration Treasury bond ETF is down 67% from its March 2020 peak after the 30-year yield rose from 0.8% to 5.6%.

China’s Ministry of State Security warned that crypto anonymity is an illusion because blockchain leaves a permanent trail.

Russia extended its diesel export ban until the end of October.

Bitget began a phased resumption of withdrawals after the September 24 security incident.

📊 Altcoin Market Updates 📊

$ROBDOG sits 90% below its all-time high as the community rebuilds ahead of Robinhood Chain updates.

Sunrise enabled Chainlink CCIP-powered Coinbase wrapped $ADA on Solana, with Pump.fun now supporting $ADA pairs.

GiwaTools went live on Giwa Chain testnet with AI token discovery, a launchpad, and an NFT marketplace.

ZachXBT reported that actors laundering $387 million from the Bitget exploit for alleged DPRK attackers are openly asking for help in public Discord and Telegram channels.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Monday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- More than $270 million was liquidated across the crypto market in the past 24 hours, affecting over 101,000 traders.

- Michael Saylor hinted at buying more Bitcoin and another announcement, saying “even more orange.”

- Strive CEO also hinted at buying more Bitcoin, saying to “turn amplification up some more.”

- China is considering allowing ByteDance and Alibaba to purchase new Nvidia chips.

- Nvidia’s market cap of $5.4 trillion is nearly $2 trillion higher than all Russell 2000 companies combined. Nvidia posted $193 billion in profit over the last year while Russell 2000 members collectively lost $13 billion.

- President Trump is set to host Anthropic CEO Dario Amodei at a private White House dinner.

- If Ftx had not liquidated its investments after the collapse, the portfolio would now be worth an estimated $206 billion, including large positions in Anthropic, Spacex, Robinhood, Solana and others.

- California Governor Gavin Newsom signed a law banning public officials from issuing crypto meme coins.

- Saudi Arabia’s oil exports reached their highest level since the Iran war began, rising almost 80% this month to 6 million barrels per day via a new U.S.-secured Strait of Hormuz route. Brent crude had hit $110 after a pipeline attack but prices have since eased as shipments continued.

- Average U.S. gasoline prices hit $4.48 per gallon, the highest for this point in September and 42% above year-ago levels.

- The average 30-year mortgage rate stands at 7.03%, the highest since January 2025.

- A record 34% of U.S. household wealth is now held by Americans aged 70 and older.

- Polymarket odds show Democrats favored to take the Senate (63%) and House (93%) in the midterms. President Trump’s job approval sits at 37%, the lowest of any president ahead of a midterm in available polling.

- Upcoming earnings this week include Micron on Wednesday after the close, Nike on Thursday after the close, Accenture on Thursday before the open, Carnival on Tuesday before the open, Carmax on Tuesday before the open, Jabil on Wednesday before the open, and Factset on Wednesday before the open.

📊 Altcoin Market Updates 📊

- Delrey surged 1,200% in 24 hours after repeated engagement from Maye Musk on its official account, with traders speculating it could be the next Floki.

- 102 million Zshib tokens were airdropped to Fomo users.

- The original Fastcoin developer launched on Robinhood Chain. 4% of every trade funds a treasury that buys Fastcoin every 12 minutes, and 2013 holders have 12 weeks to claim.

- Pump.fun sold 47,944 Sol worth $5.83 million.

- Fomo flipped Hyperliquid in 24-hour revenue.

- Fomo was described as the fastest-growing startup on X by follower growth over the last 90 days.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FR$SMH -day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Friday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

BlackRock ETF clients bought $162.63 million worth of Bitcoin.

U.S. spot Bitcoin ETFs took in $346.9 million yesterday, bringing net inflows over the past five trading sessions to $2.65 billion.

Bitcoin reclaimed $84,000.

Bitget confirmed over $350 million was drained from hot wallets in a major hack, later saying the incident is likely linked to North Korea. Cold wallets remain secure, user funds are covered by a protection fund of about $464 million, and withdrawals were temporarily paused during a security review.

The CFTC released updated guidance covering Bitcoin, crypto, tokenized assets, and blockchain technology.

The U.S. Treasury bought back $4 billion of its own debt, bringing the monthly total to $37 billion.

U.S. diesel prices hit a record $6.53 per gallon, up 74% since the Iran war began. The U.S. asked major refiners to voluntarily reduce diesel exports. The U.S. and Iran also discussed a deal to reopen the Strait of Hormuz.

Meta surpassed SpaceX to become the 7th-largest company by market cap at $1.96 trillion versus $1.95 trillion. $META closed +3.6% and hit a new 52-week high on the Connect 2026 story, Muse AI, and new hardware and retail integrations.

Costco reported Q4 revenue of $95.7 billion, up 11% year over year and ahead of estimates, with EPS of $6.75. Adjusted comps were +6.7% and digitally enabled comps +19.8%.

$ORCL fell about 6% after reports it invoked force majeure on its $165 billion Project Jupiter AI data center in New Mexico due to infrastructure delays.

$MGM dropped about 11% after Barry Diller’s People Inc. withdrew an $18 billion-plus takeover proposal.

U.S. Congressman Lance Gooden said Bitcoin and AI are redefining the global balance of power.

Saifedean Ammous said Bitcoin needs to reach about $150,000 before the next halving to surpass previous-era mining rewards.

Researchers proposed a framework for private transfers on Bitcoin without a soft fork.

President Trump said he wants to leave Super Intelligence exactly where it is and that China agrees. Xi said China’s door is open and welcomed U.S. firms to invest. Trump also considered allowing Chinese automakers to build electric vehicles in the U.S.

DeepSeek raised $7.5 billion at a $75 billion valuation, with annualized revenue hitting $1 billion.

Google introduced Gemini 3.8 Live with a live avatar.

📊 Altcoin Market Updates 📊

The Federal Reserve proposed a new regulatory framework for stablecoin issuers under the Genius Act.

Tether CEO Paolo Ardoino discussed Tether adoption on Bitcoin with Morgan Stanley, saying “Usdt on Bitcoin. It's coming home.”

Ondo launched Intelligent Portfolios, turning BlackRock-developed strategies into single onchain tokens (BlkhiOn, BlkdigOn, and BlkgrwOn) that eligible non-U.S. investors can access in wallets, exchanges, and DeFi apps.

OpenZeppelin, recently acquired by S&P Global, integrated its smart contract security suite with Tron.

Nasdaq selected Pyth Network to distribute Nasdaq Basic real-time U.S. equity data through the $PYTH Data Marketplace.

Six D1 college athletics teams, including Michigan, Nevada, Baylor, Memphis, Penn State, and LSU, are using Avalanche technology via Uptop to improve fan experience and loyalty.

Binance Super App launched a Fomo-like social trading app on Bnb Chain.

Binance announced a spot listing for $HYPE, after which the token dropped below $90.

$PENPE on Robinhood Chain rose 70% in 24 hours.

DoubleZero brought dedicated market-data infrastructure to Hyperliquid, offering the fastest commercially available feed covering native perps and Hip-3 markets.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FR$SMH -day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Thursday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- BlackRock ETF clients bought $166.29 million of Bitcoin.

- Fidelity ETF clients bought $143.24 million of Bitcoin.

- U.S. spot Bitcoin ETFs took in $714.7 million yesterday, and year-to-date net flows turned positive for the first time since April.

- The CFTC is using existing statutory authorities to establish a clear crypto asset market structure. Chair Mike Selig said it is go time and the agency is preparing for onchain systems, mass tokenization, 24/7 trading, and agentic finance.

- The U.S. Treasury plans to buy back up to $6 billion in longer-term debt.

- The Federal Reserve will enable cross-border transaction support through its FedNow instant payment system.

- U.S. diesel prices hit a record $6.53 per gallon, up 74% since the Iran war began. Officials are considering a 90-day ban on diesel exports to keep more supply at home, though Energy Secretary Chris Wright has rejected a full export ban.

- South Africa hiked rates 25 basis points to 7.25%, its second hike this year.

- Stocks sold off after hotter-than-expected PMI data pushed Treasury yields higher. Nasdaq fell 1.1% and the S&P 500 fell 0.8%, with Google down 3.4%, Broadcom down 2.6%, and Amazon down 2.3%.

- Palantir rose about 3% while the broader market traded lower. The FAA began deploying its AI-powered SMART system at major D.C.-area airports, and Chipotle is piloting Foundry for food safety.

- Roughly $443 million in long positions were liquidated across crypto in 24 hours, with more than 123,000 traders liquidated.

- Blockchain.com and NYSE are partnering to explore global 24/7/365 trading of tokenized securities.

- Nvidia CEO Jensen Huang said scientists should stop making AI doomer predictions, calling them hurtful and not scientific.

📊 Altcoin Market Updates 📊

- Bitwise and Franklin ETF clients bought a combined $18.04 million of XRP.

- The U.S. is considering a plan to promote dollar-backed crypto stablecoins worldwide.

- Ken surged more than 130% since launch after a Cate team member backed the project.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FR$SMH -day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Wednesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- Bitcoin reclaimed $87,000 after touching $85,000

- BlackRock and other Bitcoin ETF issuers recorded a combined $714.75 million in inflows, following nearly $1 billion into spot Bitcoin ETFs the prior day, the largest since October 2025.

- Coinbase now offers fixed-rate Bitcoin-backed loans.

- Russia's Moscow Exchange launched perpetual Bitcoin futures trading.

- Calamos Investments, with $50 billion in AUM, said Bitcoin is becoming an allocation in most portfolios, including sovereign wealth funds, and called it a great investment.

- UTXO Management said we are at the start of what could be a nice Bitcoin bull run, with price potentially in the mid-90s to low $100,000 range within 3-6 months.

- Bitcoin/gold bear markets have historically lasted about 14 months; that mark is now past and Bitcoin is rising.

- President Trump said the Iran relationship is developing and that he thinks a settlement will be reached.

- President Trump called to ban U.S. diesel exports. The U.S. is the world's largest diesel exporter.

- U.S. money supply grew 5.7% over the last year, the biggest year-over-year increase since June 2022.

- Markets were pricing in two Fed rate cuts at the start of 2026. After last week's 25 bps hike, markets are now pricing in at least one more hike before year-end.

- Bank stocks were among the weakest: Schwab fell 6.6%, J.P. Morgan 3.7%, and Citigroup about 3% as the 2-year/10-year Treasury spread narrowed and pressured lending margins.

- BlackRock said AI compute could be tokenized in the future and that AI agents will drive major demand for crypto stablecoins and blockchain payments.

- OpenAI introduced GPT-6 Sol and Luna, expanding the GPT-6 model family.

- Anthropic launched Claude Opus 5.5, the first model in the Claude 5.5 family.

- Elon Musk said AI will beat all fields by the end of next year, or 2028 at the latest.

- Palantir co-founder Joe Lonsdale said AI will make everyone really wealthy.

- Shopify rose about 7% after integrating Shop Pay with Meta’s Muse AI assistant so users can discover products and complete purchases inside the AI experience.

- On Holding jumped about 13% after unveiling 2029 targets of at least CHF 5.6 billion in sales and 22% adjusted EBITDA margin, plus a $1 billion share buyback.

📊 Altcoin Market Updates 📊

- Canada's six biggest banks launched a joint tokenized deposits project to enable 24/7 blockchain-based payments: Bank of Montreal, Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, National Bank of Canada, and CIBC.

- SoFi Bank and Mastercard launched a crypto stablecoin settlement payment network.

- Binance invested $100 million in USDC issuer Circle.

- Hyperliquid's HYPE token broke $97 for the first time.

- Zcash broke $1,600.

- The Bitwise Solana Staking ETF, the world's largest Sol ETF, recorded a new all-time high in AUM of more than $1.2 billion.

- CME Group said it will launch Bitcoin Cash and Uniswap futures on October 19, pending regulatory review.

- Near Protocol partnered with Ondo to bring tokenized U.S. stocks and ETFs onto its platform.

- East Texas A&M University students announced they built the first post-quantum security solution for the Bitcoin Lightning Network.

- Kalshi seeks approval for a prediction-market margin model designed for institutional trading.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FR$SMH -day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Tuesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

Bitcoin surged as high as $87,000, crossing its 50-week moving average in a move some called the start of a new bull market, before easing toward the mid-$85,000s in Asia.

The crypto market added about $160 billion in market cap over 24 hours as shorts were squeezed.

More than $1 billion in positions were liquidated, with shorts accounting for roughly $850 million and more than 130,000 traders hit.

Nasdaq closed up 2.8%, while the S&P 500 gained about 1.5% and the Dow rose 0.7%. Roughly $1.2 trillion was added to the US stock market.

Amd crossed $1 trillion in market cap for the first time after a roughly 10% jump. Arm rose about 17%, Intel 12%, and Meta 11%.

Oil prices fell for a fourth session and Treasury yields eased, helping risk assets.

Michael Saylor’s Strategy now holds about $8.75 billion in unrealized Bitcoin profit and the stock rallied sharply.

X is partnering with Gemini, Kraken, Coinbase, Interactive Brokers and Moomoo so users can trade crypto and stocks from the timeline.

Google and Apple are hiring crypto specialists as they expand into stablecoins, tokenization and blockchain payments.

Polymarket put a 78% chance on Bitcoin finishing the month above $87,500, and odds of $100,000 this year hit a four-month high.

October has historically been Bitcoin’s strongest month.

US unemployment has now stayed below 5% for 60 months, the second-longest streak on record.

To afford the median US home now requires about $126,000 of income against a median household income of $86,000, a 47% gap near the highest on record.

📊 Altcoin Market Updates 📊

Ethereum rose more than 4% toward $2,750.

Xrp gained around 8%, Solana nearly 8%, and Dogecoin as much as 14%.

Pepe rallied over 23% in 24 hours.

Hype broke $95.

Arb and Near are up more than 70% over the past week.

A Degen Games launchpad went live on Robinhood Chain with Chainlink.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FR$SMH -day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Monday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

The Bank of Japan hiked rates by 25 bps to 1.25%, marking the sixth increase in the cycle and the highest policy rate since 1995.

Elon Musk said there are hundreds, maybe thousands, of fraud rings of almost every nationality stealing money from US taxpayers.

The US and China officially began trade talks in New York ahead of President Xi Jinping’s visit.

China cut its US Treasury holdings to an 18-year low of $618 billion. Foreign governments are buying fewer Treasuries while hedge funds buy more, helping push the 30-year yield to a nearly 20-year high.

Saudi Arabia withdrew from a Chinese-led digital currency and blockchain payment system that aimed to reduce reliance on the US dollar.

Michael Saylor hinted at buying more Bitcoin.

Strive CEO also hinted at the public company buying more Bitcoin.

KB Home reports Tuesday after the close. Street expects $1.30B revenue and $0.90 EPS as another key read on housing demand after Lennar.

AutoZone reports Tuesday before the open with street looking for $6.71B revenue and $54.22 EPS.

Costco reports Thursday after the close. Expectations are $94.87B revenue and $6.55 adjusted EPS.

📊 Altcoin Market Updates 📊

Ethereum reached $2,700.

$PEPE holder count climbed to 590,492.

$PEPE surpassed $40 million in trading volume on Solana via Sunrise.

A family with two children was tied up at home in France after intruders targeted the father, who works in crypto. Police are investigating a crypto extortion attempt and four suspects fled.

Drake won a $1 million $USDT bet on Stake following Joshua Van’s victory at UFC 331.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com