Oil is rising. Trump rejected Iran’s proposal while still talking about negotiations. Treasury yields are climbing. Index futures are slipping. And yet the bond selloff is still being largely ignored by the markets. The question is: how long can they keep ignoring it? We’re starting the week with PCE on Wednesday, ISM data and, most importantly, the US jobs report on Friday, plus a full lineup of Fed speakers. Thursday brings October. Time to find out what the “October surprise” has in store. 🐻

Bitcoin 👉 $ 750,000 Ethereum 👉 $95,000 Time to get richer? 🤡

🚨 | Bitget may have been hit for $170M+. Massive suspicious outflows are being reported on-chain. The situation is still developing, so don’t assume anything is confirmed yet. But take this as a reminder: Stop keeping your entire portfolio on CEXs. Not your keys. Not your coins. One incident is all it takes. 🐻

🇺🇸 | Interesting what Trump comes up with next. Maximum market manipulation and squeezing out the last gains… or total chaos? RCP: Democrats +8.3 on the generic congressional ballot. Polymarket: 67% for Democrats to take the Senate. 93% for the House. The GOP is losing ground not just in swing states, but in places that have historically been Republican strongholds. If this trend holds, November could bring political paralysis for the MAGA administration, congressional investigations and a brutal fight over every move. Trump still has a few weeks to change the game.

The bond market is sending a message. 🐻

Watch #Bitcoin in the $78,750–$80,000 range. Watch the reaction. It will tell you what comes next.

I love those who brag about their profits today but could never give accumulation ranges in advance. Who actually managed to identify good buying zones when everyone was screaming “supercycle”? 🤔 Remember, money likes silence. If you trade and make money, you don’t need to announce it. I don’t like these news-driven, manipulated pumps. Having a private opinion is one thing. Making money in the market is another. And I don’t talk about the latter because I don’t need the attention.

Looks like a successful bull trap, judging by the X timeline. I’m 100% certain we’ll see $BTC below $70k before the end of 2026.

Binance is under federal fire again. Manhattan prosecutors and the DOJ Criminal Division are examining whether the world’s largest exchange knowingly let Iran-linked transactions through instead of cutting them off. Binance talks about “zero tolerance.” The problem is they already sang that song once. Less than three years after the settlement: a $4.3 billion penalty, a guilty plea to money laundering and sanctions violations, CZ out of the job, and an independent monitor whose job was to watch exactly this. And during that “cleanup,” internal investigators and the press described more than a billion dollars flowing from Binance accounts into an Iran-linked network. In April, Senator Blumenthal asked the DOJ what that oversight actually caught. This is not an indictment yet. For the market, it is worse: a reminder that after a record fine, crypto’s biggest on-ramp is still stuck on the same question. If “compliance after the settlement” looks like this, the next regulatory wave will not be about innovation. It will be about whether the whole sector is a sanctions-evasion machine with a nice frontend.

Now that everyone has flipped bullish and is going all-in without even thinking about DCA because “the train has left the station”… That’s exactly when it’s time for a correction. This is how you know we’re forming a bull trap.

Would you be surprised if there were another “staged” attempt on Trump’s life? 🤔 Save this post. It might come in handy soon.

Did you manage to buy the local top by following your favorite influencers screaming “UP ONLY”? 🤔

Final phase to lure the sheep in before the bloodbath and a new low in November? 🤔

Open interest at $BTC ~$85k is back at levels last seen when #Bitcoin was almost $116k. When they drain the pool, we’ll see who was swimming naked. Don’t be a sheep. 🐑 Think for yourself. 🧠

Trump just hit a career-low 32% approval. But the real story is inside the GOP. Republican approval just dropped from 82% to 73% in one week. For the first time, more Republicans disapprove than approve of his handling of the cost of living: 51% vs. 44%. Iran and surging fuel prices are hitting the exact issues Trump campaigned on: lower inflation and ending wars. Midterms are six weeks away.

Would you really be surprised if Trump, knowing he was going to lose the midterms, created a serious problem or temporary crisis, then positioned himself as the only person who could solve it if he kept full control? 🤔 You can already see the analogy with the actions we’ve watched from Trump since the beginning of his second term. Watch the narrative. 🐻

The market has basically wiped out the shorts for now, while more than $11B in positions are stacked up for liquidation around $73k. Don’t forget: nobody ever went broke taking profits.