Alan Trading EN @AlanTradingEN

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Last 24h recap: yesterday I told you tonight's close would settle $80,000. Tuesday's close: $80,910. +$759 in a single day. It's the first green close since last Wednesday, after five days of decline. And the highest since Friday. On Tuesday at 8:15 AM ET, BTC climbs back above $80,000. It hasn't gone back below since. According to CoinDesk, it rises with the Nasdaq, while oil slips back under $100. High at $81,300 at 5:30 PM ET. Overnight, it holds above $80,600. 🪙 CRYPTO BTC, writing this at $81,150, +1.7% since yesterday. Fear & Greed 51. It's back above 50, still in neutral territory. ETH $2,363, +2.1%. XRP $1.34, +3%. SOL $102, +2%. DOGE +3.1%. ZEC $1,323, +8.5%, the biggest gain of the bunch. 📡 DESK DATA Liquidations: $144M over the last 24h, including $103M of shorts. This time, the shorts paid. Open interest rises to $54.9B, vs $54.3B yesterday. The BTC crowd is 66% long, vs 70% yesterday. On ETH, 75%. Funding: neutral on BTC. BTC spot was buying all day Tuesday: ×1.6. This morning, 23rd reading: buying, ×1.6. ETFs: yesterday I promised you Monday's full number. It's confirmed: +$110.3M, IBIT only. That ends two sessions of outflows. Tuesday, first number: +$24.5M, IBIT not published yet. Preliminary. On ETH: +$33.1M Tuesday, first number. By the way, Coinbase says it wasn't hacked: one of its vendors leaked the contact details of some of its customers. Funds are not affected. ⚡ TODAY'S TOPIC: A "SHORT AND INTENSE" CAMPAIGN, AFTER NOVEMBER 3 Yesterday, Trump said it was getting to be decision time. The Wall Street Journal gives a timeline: → The US has told several Gulf countries to prepare for a "short and intense" campaign against Iran, after the November 3 midterms. → Trump hasn't decided yet. A Patriot battery is leaving Texas, an aircraft carrier arrives in November. → The same day, at a rally, Trump says the war "is going to end very soon". → In Iran, the Supreme Leader met his security chief to discuss the conditions for ending the war. No deal. → The Houthis claim they hit Ras Tanura, Saudi Arabia's biggest refinery. Riyadh doesn't confirm. December Brent: $113.88 at Tuesday's close, -1.7%. This morning, after Ras Tanura, it's back up to $115.40, +1.3%. Why it matters for us: yesterday I told you the next Iran headline could settle it before the Fed. If the WSJ timeline holds, the big risk is pushed past November 3. Tonight, the Fed is in charge. 🌍 MACRO → Wall Street: on Tuesday, the S&P 500 gains 0.6%, the Nasdaq 1.2%. The driver: chips, +3.6% on the semiconductor index. → Asia: this morning, Korean stocks gain more than 6%, lifted by SK Hynix's record profit. The Nikkei gains 1.6%. → US consumers: confidence rebounds to 91.7 in October, vs about 81 expected. → Yields: the US 10-year stays at 4.99%. → Gold: around $4,060. → Israel: with 31% of votes counted, Netanyahu's camp has 59 seats. A majority is 61. Final result not before Thursday. 👀 WHAT I'M WATCHING Today at 2 PM ET, the Fed. A hold is priced at 93%. The real topic is Warsh at 2:30 PM ET: markets see a December hike at 84%. If he confirms it, yields and the dollar go up, and BTC has already shown it doesn't like that. If he cools things down, the pressure eases. Tonight, after the US close, Microsoft and Alphabet earnings. Tuesday's high, $81,300. Above, $82,300. Below, $80,000. Thursday at 8:30 AM ET, US GDP and PCE inflation. Then the ECB. Friday at 4 AM ET, nearly $11B of BTC options expire. The same day, December Brent expires. What about you, tonight: does Warsh confirm the December hike, or does he cool things down?

BREAKING: The US has told several Gulf Arab countries to be prepared for a "short, intense military campaign" after the US Midterm elections, per WSJ. Details include: 1. There are "a growing number of indications" that the US and Israel are readying to launch a new round of heavy combat operations against Iran, WSJ reports 2. The US Military is sending an additional Patriot system to Israel 3. US forces in the region have been restocking munitions and aircraft are preparing for strikes 4. "We may do another little Epic Fury," Trump said this week Oil prices are rising on the news.

BREAKING: Netanyahu says Israel has 'unprecedented' chance to eliminate Iran threat 🔴 LIVE updates: aje.news/smbodj?update=…

#Bitcoin $81,000 !!!

JUST IN: Ripple $XRP and Robinhood $HOOD officially announce strategic partnership to expand stablecoin adoption.

BREAKING: Iran says tanker has caught fire after hitting mines east of Strait of Hormuz 🔴 LIVE updates: aje.news/eagzzb?update=…

My desk tracks all of this live 👉 t.me/alantradingena…

Last 24h recap: yesterday I told you Monday's close would settle $80,000. Monday's close: $80,151. Above, by $151. But it's $3 below Sunday's: the lowest close since September 17. In 24 hours, BTC crossed $80,000 about twenty times. At 9:10 AM ET, Anthropic files for its IPO. Wall Street goes up. BTC goes down, to $79,451 at 9:30 AM ET. According to CoinDesk, the money is going to AI: the same day, Meta launches a $95B capital raise. Overnight, around 10:15 PM ET, BTC drops back below $80,000. This morning, Asia bounces hard, and BTC doesn't follow. 🪙 CRYPTO BTC, writing this at $79,800, -0.3% since yesterday. Fear & Greed 48. It slips below 50, still in neutral territory. ETH $2,314, -0.2%. XRP $1.30, +1.4%: Ripple just got final approval for its national trust bank in the US. SOL $100, -0.5%. DOGE +1%. ZEC $1,220, +1.3%. 📡 DESK DATA Liquidations: $135M over the last 24h, half longs, half shorts. Nobody won. Open interest climbs back to $54.3B, vs $53.7B yesterday. The BTC crowd is 70% long. On ETH, 77%. It's not letting go. Funding: neutral on BTC. BTC spot was buying on Monday afternoon: ×1.4. This morning, 22nd reading: neutral. ETFs: yesterday I promised you Friday's full number. It's confirmed: -$137.9M, including -$110.3M for IBIT. Monday, first number: +$110.3M, IBIT only. Preliminary. On ETH: -$88.6M Monday, including -$104.7M for ETHA. By the way, Strategy didn't buy any BTC last week. Its stack stays at 848,517 BTC. That ends a five-week buying streak. Strive, on the other hand, bought: 6,182 BTC for $511M. It climbs to 43,000 BTC, 1,000 BTC away from second place, behind Strategy. ⚡ TODAY'S TOPIC: "GETTING TO BE DECISION TIME" On Monday, the mediation in Tehran went nowhere: → Saudi Arabia, Pakistan and Turkey met Iran's president. No deal: they "continue the dialogue". → Iran answers that the US is "not serious" and confuses negotiation with dictation. → Trump, Monday: "it's getting to be decision time". In the evening, at a rally: the ceasefire was "a waste of time". → According to CNN, the US military can launch major operations within 96 hours of a Trump order. → Overnight, Saudi Arabia says it intercepted 3 Houthi missiles aimed at its Eastern Province, the oil region. December Brent still eases: $115.81 Monday, $114.70 this morning. That contract expires on Friday. After that, we'll follow January, around $110. Why it matters for us: on Saturday, an evacuation headline is what broke $80,000. Today, Trump keeps both doors open, and BTC stays glued to the level. The next Iran headline could settle it before the Fed does. 🌍 MACRO → Wall Street: on Monday, the S&P 500 gains 0.7%, the Nasdaq 0.8%. The driver: AI, with Anthropic's filing and Meta's raise. → Asia: this morning, Korean stocks gain 3.6%, the Nikkei 2.1%. → Yields: the US 10-year stays at 4.99%. → Wednesday's Fed: markets price a hold at more than 90%. For December, a hike is seen at nearly 80%. → Gold: around $4,030. → Israel votes today. First exit polls tonight at 4 PM ET. 👀 WHAT I'M WATCHING $80,000: tonight's daily close, at 8 PM ET. Below, Saturday's low, $79,221. Above, $82,300. Wednesday at 2 PM ET, the Fed. At 2:30 PM ET, Warsh's press conference. Wednesday evening, Microsoft and Alphabet earnings. Thursday at 8:30 AM ET, US GDP and PCE inflation. Friday at 4 AM ET, nearly $11B of BTC options expire. Monday's full ETF number.

JUST IN: 🇺🇸 Ripple officially receives full US regulatory approval to operate as a national trust bank.

BREAKING: Brazil's stock market collapses nearly -30% and the Brazilian Real loses -10% after President Lula da Silva is unexpectedly re-elected. Brazil's stock market has lost over $200 billion of market cap today.

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JUST IN: Claude AI developer Anthropic officially files for IPO under ticker $ANT.

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JUST IN: Tom Lee's 'BitMine' buys 10,452 $ETH worth $24 million.

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Strategy has repurchased $205M of $STRC. As of 10/25/26, we hold 848,517 $BTC and $5.1B of USD Assets. $MSTR strategy.com/press/strategy…

Strive acquired 6,182 $BTC for $511.4M at an average cost of $82,732 per bitcoin, bringing total holdings to ₿43,000. - Cash and marketable securities increased by $187.7M to $554.6M. - Established a $1B $SATS ATM program. $ASST $SATA $SATS

JUST IN: 🇺🇸🇯🇵 $13.3 trillion Vanguard purchases $7.5 million worth of shares in Japanese Bitcoin treasury company Metaplanet.

📅 THIS WEEK'S AGENDA (October 26 to November 1) Every Monday, I give you the dates that can move Bitcoin 🗓️ The one to watch this week: Wednesday 2 PM ET, the Fed rate decision. The full agenda in 1 image, keep it handy 👇

My desk tracks all of this live 👉 t.me/alantradingena…

Weekend recap: on Friday I gave you a reference for the weekly close, $82,116. Sunday's close: $80,154. A third red week in a row. It's also the lowest close since September 17. Saturday, at 10:15 AM ET, BTC breaks below $80,000. According to the Wall Street Journal, the US is evacuating staff from its embassies and bases in the Middle East: US intelligence fears Iranian attacks on Americans. At 11:15 AM ET, BTC hits $79,221, its lowest since September 18. $404M of longs liquidated in 4 hours. Sunday, BTC climbs back above $80,000, nothing more. Overnight, it drops below again, down to $79,369. This morning, it's dancing on the level. 🪙 CRYPTO BTC, writing this at $80,000, -2% since Friday. Fear & Greed 50. Still neutral, like Friday. Fear isn't here yet. ETH $2,318, -3.5% since Friday. XRP $1.28, -2.9%. SOL $101, -3.4%. DOGE -3.3%. ZEC $1,204, -1.6%. 📡 DESK DATA Liquidations: $148M over the last 24h, including $107M of longs. The big flush happened on Saturday. Open interest is at $53.7B, vs $54.2B on Friday. The BTC crowd is still 69% long. On ETH, 77%. It keeps buying the dip. Funding: neutral on BTC. BTC spot sold all weekend: ×1.15 Saturday, ×1.08 Sunday. This morning, 21st reading: buying, ×1.4. ETFs: on Friday I promised you Thursday's full number, with IBIT. Here it is: -$635.6M, including -$254.1M for IBIT. The biggest one-day outflow since June 25. Friday: -$137.9M, including -$110.3M for IBIT. Still a preliminary number. On ETH: -$110.6M Thursday, +$4.4M Friday. ⚡ TODAY'S TOPIC: FINISH THE WAR OR MAKE A DEAL This weekend, Trump is hesitating in public: → Friday, on Iran: "do we want to finish it off or do we just want to let it wither?" → Saturday, the State Department cuts staff in Jordan, Lebanon, Qatar and the UAE. → Sunday: "do I make a deal with them, or do I finish them off?" Then in the evening: "there will not be a strike today." → Meanwhile, Qatari mediators, then Saudi, Turkish and Pakistani officials, are in Tehran. Brent ended Friday at $116.72, its highest in nearly six months. This morning, it's back to $115. Why it matters for us: on Saturday, an evacuation headline is what broke $80,000. As long as the war can restart from one Trump message, every weekend is a risk. 🌍 MACRO → Wall Street: on Friday, the S&P 500 loses 0.5%, the Nasdaq 0.2%. A second down week. → Yields: the US 10-year stays just below 5%, at 4.99%. → Wednesday's Fed: Polymarket gives a 4.5% chance of a hike. For December, 76.5%. → US consumer sentiment: 48, a five-month low. Households expect 4.7% inflation over the next year. → France: Moody's keeps its rating, when markets expected a downgrade. → Gold: around $4,000, its lowest since mid-July. → Asia: this morning, Korean stocks drop 1.5%, the Nikkei 0.8%. 👀 WHAT I'M WATCHING $80,000: BTC is dancing on it. Above, $82,300, lost on Thursday. Wednesday at 2 PM ET, the Fed. At 2:30 PM ET, Warsh's press conference. Wednesday evening, Microsoft and Alphabet earnings. Thursday at 8:30 AM ET, US GDP and PCE inflation. Friday's full ETF number. What about you: Wednesday's Fed, just a formality, or the real trigger of the week?

BREAKING: Brazil’s stock market falls -20% after President Lula da Silva is unexpectedly re-elected.