Over the past 70+ years, the $SPX has never posted a negative return one year after U.S. midterm elections. $BTC has a shorter history, but the trend is equally impressive: on average, +53.7% over 12 months following the last three midterm elections. Elections took place yesterday. Draw your own conclusions.

$GOOGL, 1D If Google continues issuing additional shares and bonds at this pace, this scenario seems entirely plausible. https://t.co/SmZXDZNjRy

November 3 is Election Day in the U.S., and the market is already on edge. Volatility is guaranteed. Bears are preparing to short on the news, while bulls are waiting for a pullback to re-enter. The key is not to miss the moment. It’s going to be interesting.

The U.S. is urgently evacuating diplomats from the Middle East. What do you think of $BTC's reaction? Oil at $120+ may be closer than it seems. Monitoring.

In the end, the central bank sent a strong signal. The pause could be prolonged.

And again, a pause and 14%. No surprises.

The only upside to this whole rate hike saga is that the rules of the game are now definitively clear, and the market will begin pricing in these new realities.

Traders are currently pricing in a 50% chance of an Fed rate hike in October—Bloomberg

The first unpleasant episode for $BTC is already behind us. The drop below $75k, triggered by the failure of the CLARITY Act and rising yields, did not escalate into a crash. Now, the main test is the Fed’s rate decision today. It could be much more painful, but surprises—such as a more dovish tone—are also possible.

Today was a good day. The rain only slightly spoiled the weekend vibe.