GM! $BTC's holding ~$80K 📊 I went through the markets today and rounded up some notable macro headlines, so you don't have to 👇 - BTC sentiment is split into 3 camps. Arthur Hayes says he's sold everything and is waiting for clearer signals. Benjamin Cowen remains bearish unless BTC reclaims $83K. Meanwhile, Galaxy Research believes Bitcoin has already bottomed and entered an accumulation phase. → Short-term conviction is weakening, but long-term bulls haven't disappeared. - Strive just bought another 6,182 BTC, bringing their total holdings to 43,000 BTC. Strategy repurchased another $205M in STRC and still holds 848,517 BTC. → Price may be moving sideways, but corporate interest in BTC is still there. - The Fed meets on Oct 27–28, followed by preliminary Q3 GDP and September PCE data on Oct 29. → If inflation remains hot, risk assets, including BTC, could face more pressure. - Anthropic has filed for a Nasdaq IPO under the ticker ANT. SpaceX also secured a financing commitment of around $40B for GPUs and related equipment. → Capital is still pouring into compute, chips, and AI infra. - But #AI returns remain concentrated in Big Tech. Apollo sees little evidence of meaningful financial gains from AI across corporate America outside the major tech companies. → The hype is massive, but monetization remains limited. - AI is also putting pressure on employment. Microsoft just introduced a voluntary exit program for eligible employees. → AI isn't just a growth story. It's also about cost cutting, workforce restructuring, and operational efficiency. I find the market pricing in 2 different realities. On one side, Bitcoin is holding around $80K, with long-term buyers still accumulating. On the other, macro uncertainty remains high, while AI is attracting massive capital despite ongoing questions about valuations and actual returns. Are you bullish or bearish atm? 🤔