Listen

Description

Happy Wednesday all!

If you missed the past 24 hours in crypto and stocks, here’s your full recap:

🚨 Major Headlines & Market Moves 🚨

- BlackRock's Bitcoin ETF IBIT pulled in $664M on Monday, its strongest day since October 2025, while US spot $BTC ETFs saw $526.7M in total inflows.

- Switzerland's regulator FINMA has approved the country's first spot Bitcoin ETF for retail investors.

- JPMorgan predicts Bitcoin will outperform US stocks, gold and real estate over the next 10 years.

- Michael Saylor says the Bitcoin bull market has started after bouncing off the 200 week moving average, and that Bitcoin is "definitely" moving back into six figures.

- Fidelity Digital Assets calls Bitcoin a compelling investment "in an era of currency debasement and inflation."

- Strive's SATS has officially IPO'd on the Nasdaq, raising $630M to buy more Bitcoin and income generating assets.

- $119M in crypto short positions were liquidated in just 60 minutes as Bitcoin pushed above $83,000.

- France's parliament advances legislation to impose a 31.4% capital gains tax on crypto to stablecoin transactions.

- SpaceX $SPCX crushed Q3 with revenue up 161% to $14.6B, a $1.6B beat, as AI revenue jumped 830% and capex hit $19.6B.

- Elon Musk says SpaceX could generate $1 trillion in annual revenue by the end of 2027, and Citigroup raised its SpaceX price target to $240 from $200.

- Netflix $NFLX posted record revenue of $12.9B, but shares fell about 5% on weak Q4 guidance and an ad revenue outlook cut to $2.7B from $3B.

- Capital One $COF jumped about 6.5% after hours as profits beat and credit losses eased, while Intuitive Surgical $ISRG plunged about 11% despite strong beats.

- Salesforce $CRM is buying Braze for $5.7B at a 58% premium, sending Braze up 51%.

- GE Aerospace $GE and RTX $RTX raised their full year guidance after big beats, while GM $GM sank about 6% despite a beat and a new $20B buyback.

- AI related bond issuance has surged to $419B so far in 2026, 90% higher than all of 2025.

- China's central bank will inject up to 1 trillion yuan ($149.45B) daily through overnight reverse repos from October 21 to November 2.

- The US is set to offer Putin in person talks with Zelenskiy and Trump, according to Politico.

- Earnings today before the bell: $ABT, $TMO, $PM, $DHR and $NEE headline, with $T and $CME also reporting.

📊 Altcoin Market Updates 📊

- Crypto rallied with stocks on Tuesday, with $ETH up 2.15% and $XRP up 2.50%.

- Robinhood's crypto chain has flipped Hyperliquid in DeFi TVL.

- Kalshi now captures over 80% of monthly prediction market volume, leaving Polymarket with less than 20%.

- NEAR launches NEAR Business, a confidential multisig treasury that lets crypto teams pay, swap and allocate capital across 35+ chains.

- OpenSea's mobile app is now open to everyone, covering memes, art, trading cards and perps across 25+ chains.

- DefiLlama and Trueo launch prediction markets on protocol revenue and exploit odds.

- Bramble, a Starknet native self custody wallet built by the Starknet Foundation, goes live.

- A smart trader on Hyperliquid now holds 113,263 $HYPE worth $8.97M after $12.89M in trading profits.

- Crypto analyst Murad says, "The crypto bull cycle hasn't even begun yet."

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $SMH

Looking to profit from altcoins? Here’s a FREE 5-day email course!

Get instant access here: https://panicdrop.kit.com/5dayaltcoincourse

Avoid the mistakes killing 97% of traders.

Master the charts & time your entries using Bitcoin’s signals.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 timothy@panicdrop.com

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe