Panic Drop Podcast

Happy Monday all!If you missed the past 24 hours in crypto and stocks, here's your full recap:🚨 Major Headlines & Market Moves 🚨- $BTC is trading around $74,824, down about 1.3% in the past 24 hours.- About $1B was liquidated from the crypto market in just 10 minutes, with Bitcoin briefly falling under $74,000 and over $1B liquidated across the past 24 hours.- Michael Saylor hinted at another Bitcoin announcement today: "Connecting the dots."- Strive's CEO also hinted at buying more Bitcoin, saying "The hurdle rate is orange."- Nvidia's board launched an independent investigation into CEO Jensen Huang's relationship with a suspected Chinese spy, after he admitted an affair in a letter to employees.- Nvidia shares fell about 3.7% after hours on Hyperliquid, with the NVDA perp dropping below $180.- Kalshi traders now see a 34% chance that Jensen Huang leaves as Nvidia CEO before July 2027.- Jensen Huang also said China is not an enemy and called US chip policy a mistake.- President Trump says the US stock market lost $3 trillion in a single day after the midterm elections.- Democrats plan to block President Trump's $1.5 trillion military budget.- The US Treasury is set to buy back up to $95B of debt over the next 3 months.- Data center construction spending has surged 90% over the past year to a record $96.5B, while voters are increasingly pushing back against new data centers.- Big tech CapEx as a share of revenue is at record highs: Meta 43%, Microsoft 39%, Google 34% and Amazon 27%.- Value stocks (up 24%) are beating growth stocks (down 6%) by over 30 percentage points in 2026, which would be a record spread, even wider than in 2000.- The UK rejected calls to slow down AI development.- Earnings this week: Constellation Energy, KKR, Monday.com, Take Two, Hims & Hers and The Trade Desk today, CoreWeave, On and Sea on Tuesday, and Cisco, Applied Materials, Nu Holdings and Nebius on Thursday.📊 Altcoin Market Updates 📊- ETH is trading around $2,137, down about 4.3% in 24 hours.- Altcoins have lost roughly $200B in market cap, and 70% of Binance listed altcoins now trade below their 200 day moving average, according to a CryptoQuant analyst.- Vitalik Buterin says ETH as a store of value makes much more sense than ETH as a fee burning token, adding that the value of ETH comes from elsewhere.- Solana co-founder Toly agreed that you can't focus on fees as the product, while a GM Capital VC called Vitalik a "wacko" over the store of value take.- StarkWare's CEO says Starknet going L1 is even more urgent after the Glamsterdam delay; Ethereum's next upgrade was paused after auditors found it could leave some contracts vulnerable.- Binance re-enabled HYPE and APT withdrawals, with more assets and networks to be restored in phases as security checks are completed.- Senator Blumenthal gave Binance, Tether and Trump family crypto firms until January 4 to hand over records for investigations.- ZachXBT says Percolator rugged holders of its old token: the Solana perps team dropped its Pump.fun token to raise $250K for a new one via MetaDAO, with no airdrop or swap for old holders.- ZachXBT also called Canada a bottom three jurisdiction globally, after the US Treasury sanctioned 8 Canadian OTCs linked to Iran.- SOL is trading around $87.4, down about 1.8% in 24 hours.- XRP is trading around $1.11, down about 4.7% in 24 hours.- BNB is trading around $687, down about 1.2% in 24 hours.- DOGE is trading around $0.0696, down about 2.3% in 24 hours.- HYPE is trading around $74.5, down about 3.5% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!$BTC $SPY $QQQ $OIL $SMHLooking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here: https://panicdrop.kit.com/5dayaltcoincourseAvoid 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.Skip the work - Copy my portfolioNot 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.Book Portfolio Strategy CallConnect with me on:🟦 Linkedin: Timothy Assi🟪 Instagram: @panic_drop⬛ X: @timoassi📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Sunday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨* $BTC is trading around $75,847, roughly flat over the past 24 hours.* Kalshi traders currently forecast Bitcoin could go as low as $71,000 this month.* An entity bought about $228M worth of Bitcoin, according to Arkham.* BlackRock ETF clients sold about $403M of Bitcoin and about $91M of ETH.* The US reportedly approved Nvidia chip sales to Chinese firms with empty offices and suspicious ties.* Google’s SpaceX stake is about 95% of its disclosed stock portfolio.* China’s gold holdings rose to 78.30 million fine troy ounces at the end of October, up from 77.47 million at the end of September.* Elon Musk says California’s extreme taxes and regulations forced SpaceX and Tesla to move operations to Texas.* Bitcoin (down about 13%) and gold (down about 6%) are the two worst performing major assets so far in 2026, something not seen before in any calendar year.* From the November 5 correction low, the S&P 500 is about 6% below its all time high and the Nasdaq 100 about 15%; Nvidia is down about 26%, TSM about 28%, AMD about 39%, Broadcom about 41%, Micron about 48%, Applied Materials about 57%, Lam Research about 58%, Intel about 64% and Sandisk about 66%.* Over the last 10 years, Nvidia is up about 11,159%, Bitcoin about 10,587%, AMD about 6,745%, Tesla about 2,720%, Apple about 1,269%, Microsoft about 918%, Google about 636%, Amazon about 588%, Meta about 410% and the S&P about 313%, while gold is up about 199%, US inflation about 39% and US bonds about 16%.* Berkshire Hathaway bought back $9.6B of stock in Q3, up from $4.5B in Q2, and holds about $357B in cash and short term securities. It was a net seller of stocks again (about $0.4B) and operating earnings were down 6%.* A big earnings week is coming from November 9 to 13, with reports from Rocket Lab, Take Two, AST SpaceMobile, CoreWeave, Rigetti, Nebius, Cisco, Applied Materials and Nu Holdings.* Two solo miners mined Bitcoin blocks today and received over 3.1 BTC each, worth over $230,000.📊 Altcoin Market Updates 📊* ETH is trading around $2,235, down about 0.2% in 24 hours.* The share of 2026 midterm winners that are pro crypto has risen to 69.5%, according to Stand With Crypto.* OKX’s CEO told users to avoid transferring funds directly from MEXC to OKX, saying MEXC funds may be frozen and accounts investigated, with OKX acting ahead of FinCEN’s 30 day transition period.* Binance named Justin Yek as CFO, replacing Kai Ng, who is leaving for a new venture.* Kepler Wallet reported unauthorized transactions on some Google and Apple login accounts and paused social login; recovery phrases and hardware wallets were not affected. This follows Web3Auth pausing its embedded wallet service over a security issue.* Binance founder CZ warned that apps can’t protect users from operating system vulnerabilities and urged everyone to update their OS immediately, flagging a Windows Paint flaw that can allow remote code execution without authentication.* Elon Musk said a viral claim that he called out Binance’s 80% crypto market share is made up, and that he never wrote anything like that.* SOL is trading around $89.1, down about 0.9% in 24 hours.* XRP is trading around $1.16, up about 0.8% in 24 hours.* BNB is trading around $696, up about 0.2% in 24 hours.* DOGE is trading around $0.0712, down about 0.8% in 24 hours.* HYPE is trading around $77.2, down about 2.8% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$BTC $SPY $QQQ $OIL $SMHLooking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here: https://panicdrop.kit.com/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Saturday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨* $BTC is trading around $75,830, roughly flat after briefly falling under $75,000.* US stocks closed mixed as tech rebounded: the S&P 500 rose 0.3% to 7,377, the Nasdaq gained 1.1% to 24,579, and the Dow fell 0.5% to 51,286.* Semiconductors led the bounce, with the SOX up about 4.2% after Thursday’s worst session in six years; Nvidia gained about 3% and AMD about 11%.* US employers added 165,000 jobs in October and the unemployment rate fell to 4.1%, both better than expected, with August and September revised up by 84,000.* Kalshi traders put about a 78% chance on a Fed rate hike in December after the hot jobs print.* The US Treasury is banning crypto exchange MEXC from the US financial system over about $16B in transactions tied to Iran, North Korea and Russia.* A final Labor Department rule that would ease crypto, private equity and real estate in 401(k)s reached the White House for review.* OpenAI raised $11B at a $1.25 trillion valuation.* Anthropic plans to IPO before Thanksgiving at a $1.5 trillion valuation, per the FT.* US intelligence finds Nvidia CEO Jensen Huang had a romantic relationship with a Chinese spy, according to the FT.* BlackRock ETF clients sold about $105M of Bitcoin and about $75M of ETH.* Strive disclosed $509M in net income and added 28,000 BTC in Q3, bringing its Bitcoin treasury to 43,124 BTC worth about $3.26B.* Apple and Meta rejected OKX plans to tokenize their stocks, bringing the total of companies blocking tokenization to 67.* High beta, high momentum and meme stocks are down about 21%, 27% and 57% from their 2026 peaks and now underperform the S&P 500 on the year.* Intel is down about 54% over the past 30 days, losing over $310B in market value.* Elon Musk says SpaceX revenue this quarter will be substantially higher than NASA’s entire annual budget.📊 Altcoin Market Updates 📊* ETH is trading around $2,243, up about 0.6% in 24 hours.* Russia’s central bank officially approved Bitcoin, Ethereum and USDT trading for retail investors starting November 17.* China’s central bank halted Solana’s Shanghai event before it started and is investigating crypto advertising there.* South Korean crypto exchange Gopax halted withdrawals following a hacking threat.* Binance says it aims to reopen $HYPE withdrawals by the end of next week, along with INJ, APT, Plasma, NEAR and LTC.* Enter_Elysium, a Hyperliquid L2 by Kinetiq, launches mainnet on November 9.* Markets.xyz announced spot trading going live on November 9 across Hyperliquid L2, HyperEVM, Solana, BNB Chain and the Robinhood Crypto chain.* Morpho says gold backed loans are live on Coinbase for US users outside New York, borrowing stablecoins against tokenized gold on Base.* Gnosis Pay detected unauthorized access to the system powering its branded cards; funds were not affected and containment began within two hours.* A former FBI agent pleaded guilty to stealing $2.47M in cryptocurrency using wallet credentials obtained from FBI investigations.* Coinbase CEO Brian Armstrong said stablecoins allow anyone in the world to hold US dollars and send money globally in seconds for less than 1 cent.* Coinbase’s VP of US Policy said more Democrats are coming into Congress that are pro crypto than ever before.* Democrats are discussing tougher cryptocurrency laws after winning the US House and Senate.* Near Intents refused to process over 500 million quotes from the Binance hackers.* SOL is trading around $90.0, up about 0.5% in 24 hours.* XRP is trading around $1.15, down about 4.3% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$BTC $SPY $QQQ $OIL $SMHLooking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here: https://panicdrop.kit.com/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Friday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨* $BTC is trading around $75,705, down about 6.0% in 24 hours.* Over $3T was wiped from the US stock market, with the S&P 500 falling 4.4%, its biggest down day since April 2025, the Dow dropping 1,646 points (-3.1%) and the Nasdaq sinking 5.2%.* The Nasdaq officially entered correction territory, down about 11% from its October high.* The VIX spiked 70% higher, the 3rd largest one day percentage increase since 1990.* Magnificent 7 stocks sold off hard, with Tesla down about 9% and Nvidia about 6.5%, while SpaceX and Tesla lost over $420B in combined market value.* Bitcoin fell under $77,000 as roughly $870M in leveraged crypto positions were liquidated in a few hours.* Fidelity ETF clients sold about $200M worth of Bitcoin.* El Salvador bought another Bitcoin and now holds 7,827 BTC worth about $593M.* US Spot Bitcoin ETFs saw $74.6M in net inflows.* Strategy is estimated to have raised enough capital via STRC to buy about 279 BTC, more than half of daily mined supply.* Anti crypto Senator Elizabeth Warren is expected to become Chair of the Senate Banking Committee.* The White House is reviewing a new SEC proposal to ease broker dealer rules for crypto assets.* Hyperliquid filed for regulatory approval to bring perps futures trading to US customers.* Bank of England hiked rates by 25 bps to 4.00%, its first hike since 2023.* South Korea’s KOSPI crashed 9% and triggered a circuit breaker, while Japan’s Nikkei 225 officially entered a bear market.* Value stocks are outperforming Growth by over 30 percentage points in 2026, on track for a record spread.* Semiconductor stocks are down about 37% since the end of June.* Cloudflare NET beat with revenue of $782.5M (+39% YoY) and raised full year guidance by about $97M.* Airbnb ABNB beat with $4.87B in revenue and authorized a new $12B buyback.* Today Moderna, Humana, Vistra and Charter report before the open.📊 Altcoin Market Updates 📊* ETH is trading around $2,230, down about 8.2% in 24 hours.* Europe’s largest asset manager Amundi launched a tokenized equity index fund on Ethereum.* BlackRock and other ETF issuers bought a combined $53M worth of ETH.* Samsung Wallet launched USDC trading and transfers for 82 million compatible Galaxy devices in the US.* South Korea delayed crypto taxes until 2029.* Binance and founder CZ subpoenaed Shark Tank’s Kevin O’Leary in the $1.76B FTX lawsuit.* Solana Labs unveiled Leap, a mobile trading app for tokenized stocks, ETFs, commodities, currencies and crypto.* Pump.fun mentioned prediction markets for the first time and is hiring a prediction markets BD.* SOL is trading around $89.4, down about 7.1% in 24 hours, after briefly falling under $90.* XRP is trading around $1.20, down about 8.0% in 24 hours.* The XRP Ledger fixed a disclosed bug that could have led to the creation of new tokens.* HYPE is trading around $77.8, down about 7.0% in 24 hours, and remains excluded from Binance’s recovery withdrawals after 8 days.* Kraken parent Payward and its clients bought AAVE tokens in a DeFi investment push.* Loopscale paused activity after an attack targeting its SOL and USDC Genesis vaults, saying affected vaults were made whole.* jtx_trade launched tokenized US and international equities with live pricing from Backpack and Ondo.* BNB is trading around $692, down about 3.3% in 24 hours.* DOGE is trading around $0.072, down about 7.0% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$BTC $SPY $QQQ $OIL $SMHLooking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here: https://panicdrop.kit.com/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Thursday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨- $BTC is trading around $80,550, up about 5.2% in 24 hours.- Bitcoin broke above $81,000 as $320M in shorts were liquidated from the crypto market in just 30 minutes.- Fidelity bought $236.7M worth of Bitcoin.- Jack Dorsey’s Block added 120 Bitcoin in Q3 and now holds 9,237 BTC worth about $739M.- Strategy’s STRC preferred stock is back at its $100 par for the first time since May, opening the door for more Bitcoin buying.- Stand With Crypto says 68.2% of 2026 midterm winners are pro crypto, with 245 pro crypto candidates elected so far.- Michael Saylor says support for Bitcoin reserves now crosses party lines, as Florida’s new Republican governor Byron Donalds and Texas Democratic senator James Talarico both back strategic Bitcoin reserve legislation.- House Democrats are discussing a crypto market structure bill for next Congress that would revive their Clarity Act provisions and add ethics rules restricting crypto activities of President Trump and other federal officials.- Democrats also plan to investigate the crypto industry’s financial ties to President Trump and his family.- Russia’s largest stock exchange, the Moscow Exchange, will start trading Bitcoin on December 1.- Morgan Stanley, with $10T in client assets, becomes one of the first major banks to tokenize US stocks and bonds on the blockchain.- Coinbase opened regulated access to global crypto options and perps for US institutions through Coinbase Prime, powered by Deribit liquidity.- A US judge allowed stock perps trading to continue.- US stocks added $1.2T in a single day after Democrats won control of Congress, with tech stocks alone gaining over $750B.- The Dow closed up 1,516 points (+2.93%), the S&P 500 rose 1.70% and the Nasdaq gained 1.93% as Treasury yields and oil fell.- Brent crude oil dropped 10% after the election result.- Goldman Sachs says the Democratic wins could threaten 45% of US data center expansion.- Sweden hiked rates for the first time since 2023 to 2.00%, as global inflation keeps rising.- AppLovin APP posted record revenue of $2.185B, up 55% YoY vs $2.08B expected, with an 84% adjusted EBITDA margin.- Arm ARM beat with $1.443B in revenue vs $1.37B expected, as licensing revenue jumped 50% to $773M.- Qualcomm QCOM beat with $10.44B in revenue, automotive hit a record $1.99B (+89% YoY) and it signed a multi year deal to help SpaceX build a nationwide 5G network.- Coherent COHR beat with $2.37B in revenue, Datacenter and Comms grew 79% YoY and it signed a PhotonLink agreement worth about $20B over 5 years.- MercadoLibre MELI grew revenue 45% to $10.75B, but EPS of $8.83 missed the $9.27 estimate.- Snap SNAP fell about 10% after hours as revenue of $1.722B and 495M daily users both missed estimates.- Trump Media DJT hit another all time low and is now down 97% from its peak.- Today ConocoPhillips, Cigna, Cardinal Health and Sony report before the open.📊 Altcoin Market Updates 📊- ETH is trading around $2,428, up about 7.7% in 24 hours.- Bitwise’s CIO says crypto is showing incredible signs of maturity, with TRUMP and WLFI getting hammered while BTC, ETH and SOL are doing fine.- The TRUMP coin crashed over 20% as Democrats prepare to investigate President Trump’s crypto ventures.- Circle CRCL, the issuer of USDC, cut about 5% of its workforce, with $9.1M in restructuring costs.- Stripe now lets US businesses send stablecoin payments directly to crypto wallets in over 160 markets.- BNB is trading around $716, up about 4% in 24 hours.- SOL is trading around $96.3, up about 5.8% in 24 hours.- Schroders, a $1.1T asset manager, brought its emerging market bond fund to Solana through Centrifuge, its first deployment on Solana.- Solana cofounder Toly called memecoins and JPEGs “digital slop, same as a loot box in an iOS game”.- Solana privacy protocol Privacy Cash paused deposits after the Binance hack while it strengthens wallet screening.- XRP is trading around $1.31, up about 4.2% in 24 hours.- HYPE is trading around $83.7, up about 1.2% in 24 hours.- Aero, the merged Aerodrome and Velodrome exchange, is coming to a Hyperliquid L2 on day 1, after leading all DEXs in tokenized stock volume with a 28.3% share over the past 7 days.- Aave listed tokenized SpaceX stock on its V4 market on Base, so users can now borrow USDC against it.- Pump.fun added AVAX tokens, after adding Monad, X Layer, TON, Arbitrum, Polygon and NEAR in the past 2 weeks.- DTCC, BlackRock, JPMorgan and Uber joined the Canton ecosystem as its first token launchpad went live.- DOGE is trading around $0.077, up about 4.9% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Wednesday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨- $BTC is trading around $76,650, down about 0.3% in 24 hours.- Democrats won both the US House and the Senate in the midterms, taking control from Republicans.- CryptoQuant says Bitcoin has gone higher 12 months after every US midterm election since 2010.- Stand With Crypto’s Executive Director says the US is on track to have the most pro Bitcoin Congress in history.- Binance says the $6.3B hack started when hackers posed as a fake company, interviewed one of its engineers and had him download an “assignment” with malicious code onto his work computer.- Binance says the attacker then used an internal AI tool to gain control over its wallets, and that it has no cyber insurance coverage for the hack.- Binance says it detected and prevented 57 other North Korea linked cyber threats this year.- Binance now sees hourly deposits exceeding withdrawals, with 24 hour net inflows of $1.82B.- Kim Yo Jong rejected talks with the US over the Binance hack, calling the case “the tip of the iceberg” of US hostile policy.- ZachXBT says the suspected EU institution exploited for over $133M is French bank Credit Mutuel Arkea.- South Korea is considering requiring crypto exchanges to keep around 99% of customer assets in cold wallets, up from 80%.- BlackRock moved 7,244 BTC worth $558.6M and 63.6K ETH worth $143.6M to Coinbase Prime.- Kalshi traders now see Bitcoin going as high as $83,000 this month.- Bhutan’s Gelephu Central Bank has been cleared to hold Bitcoin and crypto alongside traditional reserves.- The CFTC approved perpetual futures trading on individual US stocks for the first time.- Nvidia NVDA passed Apple again as the world’s most valuable company at $5.0T vs $4.85T.- AMD beat with $13.38B in revenue, up 45% YoY, and $2.09 adjusted EPS, with Data Center up 97% and Q4 guidance of about $17B vs $16.29B expected.- Arista ANET posted its fastest revenue growth since its IPO with $3.66B vs $3.34B expected, and the stock rose 7% after hours.- Super Micro SMCI reported record revenue of $19.95B vs $17.53B expected, but gross margin fell to 12.7%.- Amazon spent $76B on property and equipment in Q3, up 122% YoY, pushing free cash flow negative by $33.5B.- Amazon, Google, Microsoft and Meta spent a combined $202B on CapEx in Q3, up 108% YoY.- Australia hiked rates for the 5th time this year to 4.85%.- China’s STAR 50 tech index has crashed 42% since its June high after 10 straight weekly declines.- Today McDonald’s, Uber, Novo Nordisk, CVS and Datadog report before the open, with ADP jobs data and ISM Services also in focus.📊 Altcoin Market Updates 📊- ETH is trading around $2,258, roughly flat in 24 hours.- Binance re enabled withdrawals for 34 more Ethereum assets and 22 Solana tokens, including ENA, SHIB, PUMP, JUP, BONK, WIF, PENGU and RENDER.- Vitalik Buterin opened Devcon in India, while Paradigm’s CTO criticized the Ethereum Foundation’s Devcon keynote.- BNB is trading around $689, down about 1% in 24 hours.- SOL is trading around $91.2, down about 1.2% in 24 hours.- Solana Mobile launched a SKR buy and burn program funded by its validator and Seed Vault wallet fees, burning over 1.1M SKR since October 15.- XRP is trading around $1.26, up about 0.6% in 24 hours.- HYPE is trading around $82.9, down about 0.8% in 24 hours.- Hyperliquid’s co-founder says high quality tokenized real world assets “would be quite interesting”, hinting at tokenized shares of big companies.- DOGE is trading around $0.0735, down about 1% in 24 hours.- Justin Sun’s lawyers moved to sanction World Liberty Financial WLFI for not disclosing it is a UAE citizen until months into the case.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$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/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Tuesday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨- $BTC is trading around $76,900, down about 1.9% in 24 hours.- North Korea says it is not responsible for the $6.3B Binance hack, and Kim Yo Jong calls the US stance on it a “political provocation”.- Elliptic says 44% of the $6.43B stolen from Binance has now been frozen or seized.- Binance completed the zero knowledge proof for its October 31 proof of reserves snapshot, so users can verify their balances are backed at least 1:1, with another snapshot planned for November 4.- Brazil’s largest crypto exchange, Mercado Bitcoin, suspended deposits and withdrawals after a security incident reportedly worth over $40M, saying clients suffered no losses.- ZachXBT says an EU entity is suspected of losing over $106M from multiple centralized exchange accounts on November 1.- The Bitcoin Fear & Greed Index fell to “fear” for the first time since August after the Binance hack.- Over $100M in longs were liquidated in one hour as Bitcoin slipped under $77,000.- Strategy bought 810 BTC worth $63M and Strive bought 124 BTC, a combined 934 BTC worth $72.6M.- Coinbase increased its holdings to 18,000 BTC to celebrate Bitcoin’s 18th birthday, a treasury worth about $1.4B.- Tether CEO Paolo Ardoino says the company now owns about 150,000 BTC worth over $11.5B.- Polymarket now shows a 71% chance that Bitcoin will be above $80,000 this month.- Bitcoin closed above its 50 week moving average for the 7th week in a row.- The SEC released new guidance clarifying how securities laws apply to crypto assets.- New Jersey dropped its lawsuit against Coinbase, so users there can resume crypto staking after more than 3 years.- Brent crude oil fell 5% on reports that the US and Iran are nearing a deal, while gold and silver added a combined $440B.- Apple AAPL beat with $114.5B in revenue vs $113.4B expected and $2.10 EPS vs $1.99, with iPhone sales up 17.5% to $57.6B.- Palantir PLTR beat with $2.31B in revenue, up 96% YoY, and $0.44 adjusted EPS, as US commercial revenue overtook government for the first time and full year guidance was raised.- Marvell agreed to acquire Lumentum in an all stock deal with a $115B implied enterprise value.- Anthropic’s amended S-1 shows $33.2B in revenue in the first 9 months of 2026, up over 1,200% YoY.- The NYSE added 4 more transfer agents, including Broadridge, Computershare and Equiniti, for its new tokenized trading venue.- Today is US midterm Election Day, with AMD, Arista and Super Micro reporting after the close.📊 Altcoin Market Updates 📊- ETH is trading around $2,255, down about 2.1% in 24 hours.- A wallet spent 65.61M USDT to buy 28,603.8 ETH.- BNB is trading around $696, down about 2.3% in 24 hours.- SOL is trading around $92.3, down about 3% in 24 hours.- Securitize launched trading for 13 new tokenized stocks on Solana, including Salesforce, GameStop, Exxon Mobil and Lockheed Martin.- XRP is trading around $1.25, roughly flat in 24 hours.- XRP Ledger is fixing a security flaw that could have allowed the unauthorized creation of new stablecoins.- Kalshi traders now forecast XRP reaching $1.40 this month.- HYPE is trading around $83.6, down about 5.2% in 24 hours.- Hyperliquid prediction market Outcome passed $10M in daily trading volume for the first time.- DOGE is trading around $0.074, down about 2.3% in 24 hours.- NEAR dropped below $4.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$BTC $SPY $QQQ $OIL $SMHLooking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here: https://panicdrop.kit.com/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Monday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨- $BTC is trading around $78,500, up about 1% in 24 hours.- Binance has re-enabled withdrawals for BTC, ETH, USDT, USDC, BNB, XRP and SOL, with more assets and networks coming back in phases as security checks are completed.- Binance says it processed $4.65B in withdrawals and $1.01B in deposits since reopening, a net outflow of about $3.64B or 2.1% of its $171B in assets, and says withdrawal volumes are now stabilising.- The US Secret Service says it is continuing to investigate the $6.3B Binance hack.- Chainalysis says North Korea linked hackers are now moving stolen Binance funds onto Solana after draining $500M from Tron wallets.- Binance co-founder Yi He denies claims that a Binance engineer had a romance with a North Korean spy before the hack: “This story is more dramatic, but not true.”- Binance also warns that claims of a “$150 compensation” for the withdrawal suspension are fake.- BTCPay Server is receiving reports of hot wallets on its servers being swept by unauthorized attackers, and tells anyone running an instance to shut it down until the investigation is done.- Crypto liquidations in October totaled $12.5B, with $9.2B in longs and $3.3B in shorts.- Michael Saylor hints at another Bitcoin announcement today: “We found room for even more orange.”- Strive’s CEO also hints at buying more Bitcoin: “New engine activated.”- Kalshi traders now see a 70% chance of the Fed raising rates by 25bps in December.- Core PCE, the Fed’s preferred inflation measure, has now been above the 2% target for 67 consecutive months.- China’s central bank injected 541 billion yuan ($81B) through overnight reverse repos at 1.25%.- China’s Communist Party calls for a tougher crackdown on corruption involving cryptocurrencies.- Polymarket now shows a 71% chance of a Democrat sweep in the US midterms on November 3, the highest odds to date.- S&P 500 profits are on pace to surge 35% this year, with another 15% gain expected in 2027.- Apple is now the only Mag 7 stock outperforming the S&P 500 this year, trading just 2% below its all time high.- Apple AAPL reports today after the close, with the Street expecting $113.4B in revenue and $1.99 EPS.- Palantir PLTR also reports today after the close, with the Street expecting $2.22B in revenue and $0.42 adjusted EPS.- 50 major US companies, including Nvidia, AMD, Intel, Oracle and Costco, now oppose having their stocks tokenized on the planned exchange from OKX and ICE.📊 Altcoin Market Updates 📊- ETH is trading around $2,302, up about 1.6% in 24 hours.- The ETH funding rate hit its lowest level since the June 2026 bottom.- BNB is trading around $712, up about 1% in 24 hours.- SOL is trading around $95.2, down about 0.3% in 24 hours.- Solana Mobile says a malicious “SKR Claim” app asking for seed phrases was live on the Solana dApp Store for one hour after unauthorized portal access, and it has now been removed and the bug patched.- XRP is trading around $1.26, up about 0.5% in 24 hours.- HYPE is trading around $88.2, roughly flat in 24 hours.- DOGE is trading around $0.076, up about 0.5% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$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/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Sunday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨- $BTC is trading around $77,700, up about 0.8% in 24 hours.- The FBI has officially confirmed that North Korea is responsible for the $6.3B Binance hack.- Binance says it has already covered 90% of the losses, and all BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD and ZEC balances are now fully backed 100%.- Binance will resume withdrawals in phases within the next few hours, for the first time since the hack.- President Trump says he is “not concerned” about the Binance hack: “We’ll talk to North Korea about it.”- Binance founder CZ says he has no interest in fighting Elon Musk: “Let’s fight the North Korean hackers.”- October was the worst month for crypto hacks in history with about $6.5B stolen, and roughly $2.8B to $3B of the Binance loot has been frozen.- BlackRock and other spot Bitcoin ETF issuers sold a combined $643.3M worth of Bitcoin on Friday.- Bitcoin closed Halloween around $77,400, compared to about $110,000 on Halloween last year.- The Bitcoin whitepaper turned 18 years old yesterday.- Bitcoin (down 11.7%) and gold (down 10.2%) are the two worst performing major assets so far in 2026, something never seen before in any calendar year.- “Uptober” ended in the red: Bitcoin down 7.3%, Intel INTC down 45.3%, Reddit RDDT down 35.6%, AMD AMD down 17.5%, Micron MU down 16.9%, Meta META down 15.2% and Nvidia NVDA down 10.4%.- Russia’s Moscow Exchange will offer crypto trading across all trading sessions starting December 1st.- Amazon’s AWS revenue over the last 12 months ($161B) was higher than the total revenue of 476 companies in the S&P 500.- Microsoft’s Azure growth accelerated to 48%, but $10B of quarterly revenue is tied to OpenAI, quarterly capex hit $45B and free cash flow fell 27%.- The US economy has now been in an expansion for 77 months, versus an average of 67 months since 1949.- Another massive earnings week ahead: Apple AAPL and Palantir PLTR on Monday, AMD and Shopify SHOP on Tuesday, Uber UBER, AppLovin APP and MercadoLibre MELI on Wednesday, and Cloudflare NET and Airbnb ABNB on Thursday.📊 Altcoin Market Updates 📊- ETH is trading around $2,266, up about 1.3% in 24 hours.- An Ethereum reorg caused THORChain to trigger an emergency pause, halting swaps on 12 of its 13 chains and delaying the laundering of the stolen Binance funds, according to Chainalysis.- Security researchers are now urging THORChain to block North Korean transactions, calling the FBI statement a clear warning shot.- BNB is trading around $705, up about 0.4% in 24 hours.- SOL is trading around $95.5, down about 0.5% in 24 hours, after an 18.8% drop in October.- Solana Breakpoint heads to London from November 15 to 17, its first European edition, with a “Token Supercycle” theme.- XRP is trading around $1.25, up about 0.6% in 24 hours, after a 16.2% drop in October.- Canary ETF clients bought $922K worth of XRP.- Tokenized stocks hit a $4.64B market cap, the same level stablecoins reached in March 2020 before growing 64x.- Starknet stakers voted 93.52% in favor of researching a move from Ethereum Layer 2 to an independent post-quantum Layer 1.- HYPE is trading around $87.9, down about 1.1% in 24 hours.- Elysium, a new Layer 2 that uses HYPE as its gas token, launches its mainnet on November 9.- DOGE is trading around $0.076, up about 0.4% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!BTC SPY QQQ OIL SMHLooking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here: https://panicdrop.kit.com/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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

Happy Saturday all!If you missed the past 24 hours in crypto and stocks, here’s your full recap:🚨 Major Headlines & Market Moves 🚨- $BTC is trading around $77,100, down about 1.4% in 24 hours.- Blockchain investigators at TRM Labs say North Korea’s elite hacking unit TraderTraitor is behind the $6.3B Binance hack, officially the largest crypto hack in history.- Binance set aside $6.34B of company funds to cover all user losses, with $5B already held in the exact tokens stolen and $3B still frozen: “We will weather this storm.”- Binance founder CZ calls the hack a “major disaster for the industry,” adding “It hurts, but we survive.”- The Binance hacker has also been linked to earlier exploits at Bitget and Phemex.- President Trump says he is looking into the Binance hack: “They say they have it pretty much under control. We’ll see.”- The CFTC proposed new security rules for crypto exchanges, and Chair Mike Selig wants to offer exchanges a federal registration option.- $1.68B was liquidated from the crypto market in 24 hours, wiping out 254,045 traders.- Whales bought 2,573 Bitcoin worth $202M on the dip, according to Arkham.- US spot Bitcoin ETFs have now seen $440.8M in net inflows over the past four trading sessions.- Franklin Templeton launched two new ETFs, FBEQ and FIBT, with 95% exposure to stocks and 5% to Bitcoin, reinvesting stock dividends into Bitcoin.- $1.8T was wiped out from the US stock market on Friday, with the Nasdaq down 2.9%, the S&P 500 down 1.8% and the Dow down 1.1%.- October ends with the Nasdaq down about 5%, the S&P 500 down about 1% and the Dow up about 2%.- Intel $INTC plunged about 29% on Friday after its weak Q4 guidance.- Reddit $RDDT crashed about 30% after its CEO revealed Google AI search is sending significantly less traffic to the platform.- Other big losers on Friday: Roblox $RBLX down 20%, Illumina $ILMN down 19%, SanDisk $SNDK down 15%, Arm $ARM down 12.7% and Dell $DELL down 12.5%.- Crypto stocks got hit harder than Bitcoin itself, with Coinbase $COIN down 12.5%, Strategy $MSTR down 10.3%, Circle $CRCL down 9.1% and Robinhood $HOOD down 8.4% during the session.- Apple $AAPL passed Nvidia $NVDA as the world’s most valuable company, at $5.0T vs $4.9T.- Big Tech is on track to spend about $730B on capex in 2026, with Amazon alone expecting $220B while its trailing free cash flow has fallen to minus $42.4B.- Energy was the bright spot as ExxonMobil $XOM and Chevron $CVX beat estimates, with Exxon planning another $20B in buybacks for 2027.📊 Altcoin Market Updates 📊- $ETH is trading around $2,236, roughly flat in 24 hours.- The US Secret Service is working with Circle to identify, freeze and recover the funds stolen from Binance.- The Binance hacker apparently sent about 8M $NEWT and 17 other tokens, worth about $3.5M, straight into the NEWT token contract by mistake, where they are now permanently locked.- Synthetix recovered the $SNX stolen in the Binance hack and will send it back on request.- Jupiter Lend says a liquidity crunch is delaying withdrawals amid the hack fallout, while stressing it has zero exposure to Binance and all funds are safe.- Velocity, the rebranded Drift Protocol, paused new deposits to keep stolen funds out, saying it has not been hacked.- Flap says its official website was hit by a DNS hijacking, and users are warned not to connect wallets or sign transactions until further notice.- Indian exchange CoinSwitch says it is experiencing a temporary technical issue, while user funds remain safe.- $BNB is trading around $702, down about 2.1% in 24 hours.- Titan Builder flipped Hyperliquid in 7 day revenue.- $HYPE is trading around $88.7, down about 3.7% in 24 hours.- The Intel perp on Hyperliquid dropped 28% after Intel’s weak Q4 guidance.- Ondo launched 7 tokenized “intelligent portfolios” on Solana, including 3 powered by BlackRock, covering AI leaders, Mag 7 and crypto, and income.- $SOL is trading around $95.8, down about 1.4% in 24 hours.- Bitwise and Franklin ETF clients bought a combined $8.43M worth of $XRP.- $XRP is trading around $1.24, down about 0.7% in 24 hours.- Polymarket launched gold and silver price markets worldwide, with 15 minute, hourly and daily trading.- Vitalik Buterin says he left X for Firefly, citing toxicity on the platform.- $DOGE is trading around $0.075, down about 1.1% in 24 hours.If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!$BTC $SPY $QQQ $OIL $SMHLooking to profit from altcoins? Here’s a FREE 5-day email course!Get instant access here: https://panicdrop.kit.com/5dayaltcoincourseAvoid 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📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.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