There’s no need to panic as money exits U.S. tech stocks. What matters is how Bitcoin responds to this shift. While AI and tech stocks face sharp sell-offs and Bitcoin comes under pressure, the more critical question is whether BTC can hold its key support levels—this reveals the true strength of the market. I’m not assuming money will flow directly from AI into crypto. What I’m closely watching is: as selling pressure intensifies in traditional markets, how resilient will Bitcoin remain? If BTC holds above $80,000 and risk appetite rebounds, a new upward foundation for crypto could emerge. But capital flows will be dictated by price action and fund movements—not by the mere exit from AI. From my perspective, the key question is: when risk appetite returns, where will capital choose to go? We all know that over the past two years, crypto—and especially altcoins—has consistently ranked at the bottom. Yesterday’s loser… Today’s opportunity… Tomorrow’s leader… The cycle.. 🔁

Solana is undergoing a critical test today, Alpenglow. The update aims to reduce transaction finality time from approximately 12.8 seconds to 150 milliseconds. This is about more than just speed. Alpenglow is transitioning Solana’s consensus mechanism from TowerBFT to Votor, changing how validators vote and how the network reaches agreement on transactions. For SOL investors, three critical questions arise: Around 17:50 UTC: Will the transition complete smoothly? To what extent will the 150ms target be achieved under real network conditions? Will faster finality increase adoption of applications on Solana? One additional detail: If the total number of transactions decreases after the update, do not interpret this directly as a decline in network activity. The way validator votes are recorded has changed, so data comparisons will also change. For solana:So11111111111111111111111111111111111111112, the real event is not the announcement of the update—but the verification of the promised performance in real-world usage. Technical success matters. Whether this translates into an impact on SOL’s price will be determined by market conditions and post-update data.

To understand Ethereum’s future, look not only at its price but also at how much ETH is secured within the network. In the third quarter of 2026, staked ETH reached a record of 43.8 million—35.9% of the total supply. This means a significant portion of ETH is not merely held, but actively contributing to the security and operation of the Ethereum-native network. I encourage you to think long-term and ask yourself: As Ethereum becomes a foundational infrastructure for finance and tokenization, how will network usage and ETH’s role within this system evolve? Because Ethereum’s future won’t be shaped only by how many people buy ETH, but by how much economic activity takes place on the network.

Again, news of an agreement between the U.S. and Iran. The 20th time. Is it real peace? A political move before the election? Or are there other calculations on the table? Who knows? But one thing is clear in the crypto market: For traders who react to headlines, shift positions with every headline, and can’t manage their emotions, this news flow is a BUY signal. The market swings constantly between hope and fear with each new headline. Sometimes the most expensive mistake isn’t being in the wrong position—it’s believing every headline and abandoning your own plan. That’s why you need a plan—and the willpower to stick to it.

BTC WEEKLY CHECKUP BTC responded strongly from the $59K zone to $86.7K. It is now around $82.7K. Is there enough momentum to continue the rally? Price: Must reclaim $84.2–84.5K. Resistance at $86.7K. Key support below at $80.9K. Liquidations: Significant liquidity clustered above $84–84.5K. The $80–80.5K zone stands out below. CVD / Spot CVD: Overall flow remains negative. Although spot CVD shows slight recovery, strong buying confirmation is still absent. Open Interest: Declining. Leveraged positions are reducing as the market clears some positions. Long / Short: Net short positioning remains high. A rally could trigger short squeezes, but resistance levels must be broken first. BTC.D: Rose above 60.27%. As Bitcoin strengthens relative to altcoins, this movement is prompting pullbacks in altcoin markets. USDT.D: Reacted upward from its support band—a cautious signal for the crypto market. DXY: Retreated from last week’s high of 102.60. Macro conditions appear more favorable for BTC. The dollar is retreating, and short positions still dominate. However, spot buying has yet to confirm the upward move. If $84.5K is breached, $86.7K re-enters focus. If $80.9K is lost, a correction may test the strong support at $79.5K. This week’s test for BTC isn’t just about capturing liquidity—it’s about demonstrating the strength to hold these levels.

BTC Weekend Plan Our daily analysis remains unchanged. A 4-hour close above 84,266 will shift our 4-hour market structure to positive. The support level at 80,912 has been tested four times—it should be interpreted as both strong and weakened. Our magical zone between 0.618 and 0.66 serves as strong support. Price has shown us a lower low structure, indicating buyers are stepping in at that level—though no confirmation yet. When price reaches this zone, don’t hesitate to act—manage your risk. Below 0.79, a long position with a 0.5 target offers a scalp opportunity. For those considering shorts: Be aware that 84,300 is resistance. If you want to minimize risk exposure, consider placing stop-losses above 86,700 and gradually averaging your position between these levels. Weekend plan: Two-way approach. Have a great weekend!

The real issue in markets may not be high bond yields, but the inability to feel at ease even as rates decline. The U.S. 10-year yield is falling, but if stock markets aren’t benefiting from this, there are two possibilities: Either the pressure on rates is easing, or investors are fleeing risky assets and seeking safety in bonds. In one scenario, relief is beginning; in the other, fear is growing. The difference between the two won’t be shown by interest rates themselves, but by how markets respond.

Today, we will monitor the U.S. CPI data. A data point below expectations could support a decline in bond yields. With a result close to expectations, the market’s reaction will be decisive. A data point above expectations will reignite interest rate pressures. Additionally, the Treasury’s long-term bond buyback may provide technical support to the market, but it will not eliminate high inflationary pressures. Today, it’s more important to be prepared for the market’s reaction to the data than the data itself.

For the crypto market to ease, oil must fall below $95. Oil prices are driving up energy costs and increasing the risk that the Fed will delay interest rate cuts. If oil retreats below $95 and inflationary pressures ease, expectations for rate cuts will strengthen, opening a new upward momentum for the crypto market—from Bitcoin to altcoins.

Bessent spoke. Now, eyes are on Fed members. According to Bessent, the Fed’s goal is not to halt the economy, but to keep inflation under control. He also noted that markets have confidence in the new Fed chair. However, the key question is whether interest rate policy will change as inflation slows. At 8:00 PM, Barkin, known for his hawkish stance, will speak; at 11:00 PM, Collins will speak. What matters most for Bitcoin is how these statements shift interest rate expectations. Messages to come later tonight could influence the market’s directional search.