Today is the most critical day—it will determine whether the recent rally in AI stocks and BTC can continue. Bitcoin has been hovering around $80,000 lately, and the rhythm and atmosphere have returned to what we saw in June and July. After sitting through several days, many bearish observers have even started targeting $40,000. Since June, I’ve placed full trust in BTC ETF flows—they’ve become my highest-weighted indicator and were one of the key reasons I initially anticipated this rebound. Although there have been a few trading days this month with net outflows, the overall trend remains net inflow. This morning at 2 AM, not only is the FOMC meeting happening, but at 4 AM, Google and Microsoft will release their earnings reports, followed by earnings calls at 4:30 AM. I’ve mentioned before: I believe that if, after the FOMC, both Bitcoin and U.S. equities confirm no rate hike, the market will continue its upward recovery. Hynix’s latest quarterly earnings came in exceptionally strong, with massive demand for HBM and DRAM orders—memory is making a comeback. Now, all we’re waiting for is the results from these two tech giants’ earnings reports today to assess how effectively AI is generating near-term revenue. These days represent the final opportunity to catch the bottom—I still believe November will turn around. I’ve held firm these past few days and am continuing to wait for the rally to begin.