The Bull

Buying some $EDEN under 0,0880

Exchange-held supply continues to decline about 1.5% of BTC and 18% of ETH has moved off exchanges as both assets flow into ETFs and DATs, reinforcing the shift from liquid venues to institutional custody

The correlation between BTC and the Nasdaq-100 remains high at ~0.8; however, BTC reacts more significantly to Nasdaq losses than to gains. This negative performance skew is now at levels last seen in late 2022, yet we are currently sitting near all-time highs. Historically, this kind of negative asymmetry does not typically appear near market tops but rather surfaces near bottoms.

WHEN?

Since early October, U.S. Bitcoin ETFs have shown signs of weakness, with a few positive days, but mostly net outflows reaching up to -$700M per day. This trend points to a broader de-risking phase among ETF investors.

$SWELL is undervalued at $10M Buy the dip!

Longing $SWELL here! Bottom is in.

Layer projects are having fun. Buy the dip $SCR

Buying $SCR here!

$SCR LONG SETUP

$BTC Mid Term View Trendline break: BTC has just broken below its short-term ascending trendline that supported price from mid year. This suggests loss of bullish momentum and potential for correction or consolidation. Scenario Breakdown: A daily/2D close below $102,000 would confirm a short term top, opening downside targets around $94,000 → $88,000 aligning with prior structure lows and high volume nodes. Key supports: $102,000 – $104,000 → short-term retest (currently testing) $88,000 – $94,000 → medium support cluster $70,000 –$75,000 → major structural support (green block), also aligns with the post-ETF consolidation base

$ETH Mid term: Risk of deeper correction if $3,400 fails Break of trendline: The major ascending trendline has been broken decisively, signaling a shift from bullish momentum to a corrective or distribution phase. Current zone: ETH is now testing the green support block (roughly around the $3,400–$3,600 range). This was a previous accumulation and breakout area in July–August, so it’s natural to see bulls try to defend it. Scenario 1 – Bounce: A short term rebound could occur here if daily closes reclaim above $3,600. That would suggest buyers are still defending the mid term structure. Scenario 2 – Breakdown: If ETH closes below $3,400 on the daily timeframe, it opens the door for a deeper correction toward $3,050–$2,800, which is the next liquidity cluster and high volume node.

We’re not trading charts anymore we’re trading intentions of institutions They are not even hiding that they’re selling on us lol

💀

October’s always ‘supposed to be green’ and right up until the liquidation haunted house starts. The nightmare’s nearly over.

Bitcoin’s cost basis distribution shows support near $111K and heavy supply around $117K. This range defines the current battleground between recent buyers and profit-takers. A break in either direction could set the tone for the next major move.

Stablecoin use for payments jumps 70% since US regulation

JUST IN: JPMorgan to allow institutional clients to use Bitcoin & Ethereum as collateral.