The Fed held rates steady tonight, but the market hasn’t yet breathed a sigh of relief. Rates remain at 3.75%-4.00%, as expected, with a 10-2 vote. Both dissenting voices advocated for an immediate additional 0.25% rate hike 📌. The Fed emphasized that the economy is still growing strongly, investment remains robust, and inflation is still elevated. Bitcoin surged to around $81,000, while the 10-year bond yield rose above 5%. The market therefore does not view this as a sign of easing. What I’m closely watching is that the market now assigns an 86% probability of a rate hike in December. Sometimes markets react with an immediate price spike after news breaks—but interest rates are a constant gravitational force that gradually weighs on all risk assets 🌍. Source: https://t.co/dchrWw6cyb

🤯 Good morning! Last night, the market delivered contrasting verdicts on AI big tech companies. Microsoft’s stock rose about 3.8% after hours, as Azure grew 48%, exceeding market expectations 💙 Alphabet’s stock dropped around 7%, despite Google Cloud growing 103% and generating $30.7B in revenue ☁️ I think this clearly reflects just how harsh the AI market has become right now. Even with strong growth in Google Cloud, overall revenue slightly missed estimates, and EPS was pressured by an $8.7B investment loss. The market is now looking at the full picture: How much revenue is AI actually generating? Is the core business still strong? Can profits and cash flow support massive CapEx? AI still carries a premium—but that premium must be proven with numbers every quarter 📊 Source: https://t.co/4dsTPZrguC

🤯 Anthropic is about to IPO with figures that made me pause for a moment. 🟢 First-half revenue: $16.3B 🟢 Net loss: $80.7B 🟢 Compute commitments exceeding $600B 🟢 Market valuation could reach $1.5–2T 🤖 The $80.7B net loss sounds staggering, but most of it stems from accounting charges related to convertible bonds—not actual cash burned by the company. The real business picture is even more compelling: operating loss has shrunk to $693M, and adjusted operating income has turned positive at $1.62B. What I find more significant than the revenue numbers is that Anthropic is revealing the true cost of competing to build frontier AI. While AI grows more powerful every day, behind it lies hundreds of billions of dollars in compute contracts with Amazon, Google, and other providers 🏗️. Anthropic’s IPO will thus be a major test for the market: how much do investors truly believe AI can generate cash flows fast enough to keep pace with skyrocketing infrastructure costs? Source: https://t.co/z1lK1srukm

🚀 Terra Classic Core v4.1.1 is now LIVE. Consensus was reached last night, bringing the chain through the v14_4 upgrade successfully. This release fixes an issue that could leave an account’s transactions permanently stuck. A small bug with a very real impact. 🧵 1/3 #LunaClassic #TerraClassic #LUNC

🚨 Stock markets are closed, but crypto is already reacting to global market shifts. Bitcoin:native has dropped below $80,000 to around $79,700—the lowest level in over a month 📉 Ethereum:native, Ripple:native, and Solana:So11111111111111111111111111111111111111112 are all down approximately 3–4%. What I’m watching closely: The U.S. is withdrawing personnel from multiple embassies and military bases in the Middle East, following intelligence suggesting Iran may be preparing to target U.S. personnel. As the risk of war compounds with Brent crude oil surging past $116 per barrel 🛢️, Markets immediately begin factoring in inflation, interest rates, and risk assets. This weekend, crypto is like a market leaving its lights on—showing us the fear before Monday 👀 Oil, gold, and equities next week warrant close attention. Source: https://t.co/hFKKJPOc9D

📉 Last night, the market faced multiple sharp declines simultaneously: Nasdaq -2.6% Chip stocks -6.7% Meta -7% Oil rose to its highest level in five months 🛢️ On one side, investors are beginning to ask: When will the massive AI investments finally break even? 🤖 On the other, rising tensions in the Middle East have sparked concerns that energy supply chains could be disrupted, and higher oil prices could reignite inflation. I see this as a day when the market is weighing the hope of growth against rising costs of capital and energy ⚖️ In periods like this, with multiple layers of risk overlapping, preserving portfolio ammunition is more important than rushing to act 🌱 Source: https://t.co/YW94qUloqE

When the French recently protested over the cost of living, the parliament was considering a proposal that could make converting crypto to stablecoins even more expensive 💸 The parliament narrowly voted 38 to 37 in favor of a measure that could require taxable recognition of gains of up to 31.4% when converting eligible crypto into stablecoins 🪙 If fully approved through the budget process and implemented on January 1, 2027, selling Bitcoin to hold stablecoins could become a taxable event—even if the funds never enter a bank account. I believe this is significant, because during volatile markets, stablecoins serve as a safe haven for many traders ⚠️ This proposal can still be amended or removed in upcoming stages, but amid rising pressure over the cost of living, any new tax measures are especially sensitive. Thailand is luckier in this regard, as digital asset trading has been exempt from taxation for five years. Source: https://t.co/vOIQPeYwnm

₿ JPMorgan has issued its first 10-year Bitcoin forecast 📈 It projects an average compounded return of 10% per year, compared to gold’s 5.5% per year 🟡 What I find most interesting is that Bitcoin is now being included in JPMorgan’s long-term asset allocation documents 🏦 JPMorgan also estimates Bitcoin’s volatility at as high as 55% and considers its correlation with other assets still too unstable for standard portfolios. The 10% annual return is merely a forecast, not a guaranteed outcome ⚠️ But the fact that Wall Street is now building 10-year models for Bitcoin shows it’s being taken far more seriously than before. Source: https://t.co/OYladGeJ6C

🟢 Today’s heatmap is almost entirely green—seeing this makes me want to play a Bull Run anthem 🌕😂 BTC has returned to around $83.5K, up 2.44%. ETH is up 3.4%. XRP is nearly up 5%. BNB, SOL, HYPE, and ZEC are all following suit 📈 My personal favorite, terra-luna:native, is also showing some green. I’m smiling, but I’m not rushing to buy new positions yet—just one green day doesn’t mean much 😅 The crypto market is incredibly good at giving hope—and equally good at testing discipline. In the end, the winners are those who survive the long haul without blowing up their portfolios. Here’s to sustained green momentum 🚀 If it turns red tomorrow, I hope we’re still in the game 🌱

🤯 For every $100 in Stablecoin transferred on blockchain, $73 flows through TRON! Data as of Q3 2026 shows TRON commanding a staggering 73% share of Stablecoin transfer value, while Ethereum follows in second place at 15%. This figure is particularly striking, as TRON is rapidly becoming the primary infrastructure for moving dollar-denominated value on blockchain 🌍 Here are Q3 2026 highlights: 💵 $92.7B in USDT value on TRON set a new all-time high, accounting for over 50% of the total USDT market supply. 💰 $82.7M in protocol fees for the quarter—second highest behind Hyperliquid. 💳 27.5% market share in crypto card transaction value—the highest among all blockchains, with this market growing 60.5% QoQ. 🏦 $5.7B in TVL, up 26.6% from the prior quarter. What I find most compelling is that while total USDT supply across all chains has remained relatively stable at around $184B, TRON has increased its market share to over half—meaning this growth comes from actual market share capture 📈 Institutional access to TRX is also expanding, with futures offerings from Bitnomial, the Canary Staked TRX ETF, and custody services from Anchorage and Paxos. For me, the 73% figure is the most telling—it reflects which blockchain people are truly choosing to move Stablecoins on. If Stablecoins become the global payments system, TRON already has a powerful, established user base 🚀 #TRON #TRX #USDT #Stablecoin #TGF #TronGlobalFriends @justinsuntron @trondao @trondao_tha