BTC is down 11% from its peak! Could the U.S. midterm elections bring an absolute bottom? ☠️ @Polymarket assigns a 77% probability to Democrats winning both chambers, suggesting future CLARITY developments may not be optimistic. Notable parallels with the last midterm election (2022) include the Fed funds rate at 3.75%–4% and the occurrence of a major crypto exchange collapse (FTX in 2022). Crucially, after the sharp declines following the 2018 and 2022 midterm elections, BTC reached absolute bottoms—and never returned to those levels. 1️⃣ 2018/11/6 Midterm Election (Trump administration): Monthly drop of 50% 📉; 6 months after the low: +335% 2️⃣ 2022/11/8 Midterm Election (Biden administration): Two-day drop of 24.5% 📉; 12 months after the low: +127%

$HYPE rose nearly 20% in a single week 📈 The man who took down the Bank of England is betting on Hyperliquid! Legendary macro trader Druckenmiller @standuquesne personally endorsed @tradexyz. @HyperliquidX’s ecosystem gains another major Wall Street endorsement: trade(xyz) announces a partnership with @ICE_Markets (parent company of the New York Stock Exchange) to bring 24/7 perpetual contracts to the U.S. 💡 Who is Stan Druckenmiller? 1️⃣ 1992 Pound Crisis As chief trader for Soros’ Quantum Fund, he led the short sell of the British pound, earning approximately $1 billion and making his name overnight. 2️⃣ 30 years at Duquesne with no losing years Consistently achieved ~30% annualized returns; transitioned to a family office in 2010. 3️⃣ Not just investing—he’s actively using it “As a market participant, I am looking forward to using their innovative product to enhance my investment process.” A top macro veteran has gone from investor to user. On-chain derivatives are gaining acceptance on Wall Street.

Buy $BNC instead of $BNB? YZi Labs Takes Control of BNC! Ending the Proxy Fight, gstock:native Surges 90% in a Single Day 📈 The former treasury company of $BNB, CEA Industries, has now been renamed BNB Standard (still trading under ticker $BNC). 💡 $BNC’s positioning is further strengthened as the BNB Treasury Company. BNB Standard Governance Overhaul | Key Figures from YZi Labs Join the Board - Ella Zhang @ellazhang516 (YZi Labs Managing Partner) → Joins the Board - Alex Odagiu @odagius (Former YZi Labs, ex-Goldman Sachs) → Appointed Interim President, Now Officially Named CEO (has resigned from YZi Labs) - Matthew Roszak @MatthewRoszak → Joins the Board Matthew is Chairman of the Advisory Council at The Digital Chamber, has testified before the U.S. Congress on digital assets and blockchain, and is a co-founder of @hemi_xyz Hemi Labs. 🎯 Key Milestones Over the Past Six Months June 2026: Proxy fight resolved; Ella Zhang and Alex Odagiu join the Board, with Alex appointed Interim President. October 19, 2026: Alex Odagiu officially promoted to CEO, resigning from YZi Labs. October 26, 2026 (Scheduled): Nasdaq opening bell rung, with new CEO making debut. Within just one week, both stock and token prices have reacted: $BNC peaked at a 30% gain over three days. gstock:native peaked at a 90% gain over two days. --- Narrative Layer | GSTOCK Closed-Loop Narrative The GSTOCK and BNC governance events belong to the same narrative thread. CZ / YZi Labs invested in @GeniusTerminal → 💡 GSTOCK (backed by BNCB as its base pool) → Transaction fees accumulate to Genius Foundation → Currently accumulated approximately 170,000 shares of BNCB. This is why the market currently views $BNC as the second most closely associated token in the Binance ecosystem after $BNB.

More than doubled since October! Onchain inference market token usage surges; potential for AI inference market growth assessed. @0xJeff recently stated: “Onchain AI might accelerate 10x+ by the end of this year,” noting that current project valuations remain compressed, yet usage is growing rapidly week over week. 1️⃣ Venice ($VVV) @AskVenice A privacy-focused AI platform founded by @ErikVoorhees, featuring no storage of conversation histories and anonymous model access. @21shares recently launched a $VVV ETP in Europe, backed by physical tokens. • 500B+ tokens/day — ~100% growth since September 📈 • ARR ~$150M • Market cap: $1.19B 2️⃣ Surplus @AskSurplus An onchain inference order book marketplace where individuals with excess API credits or compute capacity list their resources for sale, enabling buyers to transact at the lowest available price. • 300B tokens/day — 150% growth since September 📈 • 4.7T tokens traded in the last 30 days • Cumulative savings: $2M • Market cap: $18M 3️⃣ Dolphin AI (POD) @dphnAI Delivers ultra-low-cost AI inference via a decentralized GPU network, emphasizing unlimited model access and high cache rates, ideal for agent workloads. Agents often resend identical long contexts — this service significantly reduces token consumption. • ~32B tokens/day one week after public API launch — doubled within days 📈 • Cumulative: 8T+ tokens • 1.6k workers 4️⃣ Bittensor @opentensor Ecosystem (Chutes + Engy) An inference subnet on Bittensor where miners provide compute power, validated through a consensus mechanism to ensure model accuracy. Recently launched the Null Consensus upgrade, increasing the subnet participant cap from 256 to up to 2,500. • Engy: ~50B tokens/day

$HYPE 90% Bullish! Consensus Indicator from CryptoQuant Analysts 💡 You can also directly view bullish and bearish insights and their sources on the page: https://t.co/23SLqpGUlG CryptoQuant aggregates insights from 878 analysts and over 1.8 million articles across platforms like X, Substack, and Seeking Alpha. The dashboard currently features 27 assets (covering crypto, U.S. stocks, index ETFs, and commodities) with consensus scores calculated by AI based on analyst opinions. To enhance accuracy, CryptoQuant assigns higher weights to analysts with a stronger track record and reduces weights for those frequently proven wrong by the market.

The U.S.-Iran war has lasted over half a year, yet the S&P 500 continues to break new historical highs? @KobeissiLetter breaks down the index components to explain why we’re now in an era of “bull and bear coexistence.” 💡 The conclusion: Once the “invisible discount” caused by pessimistic macroeconomic conditions is eliminated, a powerful upward rally will follow. Compared to market expectations at the start of the year—at least three rate cuts in 2024—the current landscape has shifted to one rate hike already implemented, with expectations of three more hikes before mid-next year, oil prices exceeding $100, and inflation nearing 4%. Even so, the S&P 500 remains at historical highs. Breaking down its components reveals that since late March, just ten stocks—$NVDA, $MU, $AAPL, $MSFT, $AMD, $GOOGL, and others—have accounted for 70% of the index’s gains. Meanwhile, 60% of the index’s components are still in “bear market” territory, down at least 20% from their peaks. This shows that the AI narrative is even stronger than most realize, enabling the overall index to rise despite worsening macroeconomic conditions.

Just 5 minutes! One sentence can get Grok @bot to generate a project introduction video for @virtuals_io. @karpathy has also stated that explanatory videos are a more efficient way to understand content than plain text. 💡 After X subscription plans were unified, it’s equivalent to a 67% discount—only $30 per month for SuperGrok (including Grok Bot) + Cursor Pro + X Premium+. Simple 2-step process: 1️⃣ Use the Grok Bot template from the @XFreeze tweet below 2️⃣ Enter the project description you’d like to see in Grok Bot and wait for the video to generate 👉 Follow Grok Bot team members @poteto, @mattyp, and @roshan_s to learn more usage tips

$SOL DAT SkyAI sells 70% of its holdings in one month ☠️! Summary of major DAT movements over the past three months. 📉 SkyAI held $381 million in $SOL mid-year at an average cost of $190, with a paper loss of -45%. 1️⃣ Strategy $MSTR - Increased holdings: sold 3,300 $BTC in early August, then bought weekly thereafter - Holds 848,250 $BTC, approximately $69 billion (4% of total supply) - Average cost: $75,444 (+7.8%) 2️⃣ BitMine $BMNR - Increased holdings: bought weekly since end of June, adding roughly 260,000 $ETH over the past three months - Holds 6.03 million $ETH, approximately $14.5 billion (4.9% of total supply) - Average cost: $3,334 (-29%) 3️⃣ Hyperliquid Strategies $PURR - Increased holdings: bought nearly every week since September - Holds 38.52 million $HYPE, approximately $3.1 billion (15% of circulating supply) - Average cost: $56 (+43%) 4️⃣ Forward Industries $FWDI - Increased holdings: purchased 949,000 $SOL between July and September - Holds 8.5 million $SOL, $880 million (1.4% of circulating supply) - Average cost: $200 (-49%)

Review the CEO’s Treasure Map! NVIDIA Launches an Open Agent Security Platform— Which Companies Hold the Keys to Humanity’s Future Information and Privacy Control? 👉 This treasure map appears directly in @JensenHuang’s own tweet, featuring giants like Anthropic, @Microsoft, and once-maligned software stocks such as @CrowdStrike and @Cloudflare. 👉 As everyone uses Agent AI to write code, build tools, and store enterprise data, the issue of sovereignty is coming to the fore. NVIDIA’s approach: Use OpenShell to control agent access permissions, and leverage Sentry on BlueField DPU to monitor and enforce security policies at an independent hardware layer. How fast and far AI can go ultimately depends on whether enterprises can trust Agents. Follow these five key companies to stay ahead in market positioning 👇

Is the semiconductor frenzy over? AI growth hits the brakes! @elonmusk, @sama support @DarioAmodei’s call to “slow down AI development.” Which categories of stocks are likely to react first to expectations of an AI slowdown? $NVDA $MU $LRCX $KLAC 🔵 Let’s look at last week’s performance: From last week’s peak to Friday’s close, key semiconductor chip and equipment stocks saw significant declines: 🔹 $NVDA: -5.2% 🔹 $MU: -4.1% 🔹 $LRCX: -3.1% 🔹 $KLAC: -2.7% It’s clear that capital is currently flowing out of overvalued semiconductor sectors (GPU, memory, semiconductor equipment). But with all three major AI players calling for “slowing AI,” will further capital exit these industries? Below are the top five semiconductor decliners in pre-market trading: $AEHR $FORM $GLW $MRVL $MXL👇