Important Week Ahead

DAILY MARKET OVERVIEW

Something’s Stirring

👋 Hey, Crypto Enthusiasts! The charts are starting to whisper, that something might be brewing. Let’s dive in.

This week is shaping up to be a busy one:

• The Fed meets to update markets on rates and policy.

• Earnings roll in from some big crypto names like MicroStrategy (MSTR), Coinbase (COIN), and several Bitcoin miners.

• Plus, there’s renewed chatter out of China about the tariff situations

All of this comes as the crypto market itself begins to wake up, with Bitcoin and Ethereum quietly showing the first signs of renewed momentum.

🟢 Bitcoin has been holding up surprisingly well after the recent pullback. Buyers keep stepping in where they need to, which shows that confidence is still there. The market feels like it’s tightening, waiting for a reason to move. Currently BTC is facing resistance between $116k - $117k if it manages to break above and hold , it would further confirm it’s strength.

Ethereum looks a bit stronger. It’s inching higher and seems closer to a breakout than Bitcoin. Historically, when ETH starts moving, it often drags the rest of the market with it. If it can hold its current pace and push past resistance, we might see that pattern repeat.

🔴 Altcoins are still lagging behind. Most need a decent pop before they look attractive again, so for now the focus stays on BTC and ETH. Once they make their move, the rest of the market will likely follow, but until then it’s a patience game.

Outside of crypto, gold has cooled off after its big run, and the dollar is showing a bit of strength. Normally that mix can make traders cautious, but lately crypto hasn’t been reacting in the usual way. Stocks remain strong too, which keeps overall sentiment positive and leaves room for crypto to breathe.

All in all, the market feels like it’s setting up for something. It’s not there yet, but you can feel the energy building. This isn’t the time to rush or overtrade. It’s the time to stay alert, keep your eyes on Bitcoin and Ethereum, and be ready to move if the breakout finally comes.

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SOCIAL SENTIMENT

Narratives Driving the Market

At the moment, there are two strong narratives driving the market.

🕵️ The first one is privacy coins.

Projects like ZEC, DASH, ZEN, and RAILGUN have performed extremely well under this theme, with ZEC leading the way, doing a 10x from its bottom.

So far, this trend looks solid, with prices holding up after the initial pump, but it’s already seen a big run and might be entering the later stages of the narrative.

🤖 The newer narrative making waves on crypto X is x402.

What is x402?

x402 is a new payment method based on the HTTP code 402, which means “payment required.”

You’ve probably heard of 404 (not found) - this is similar, but instead of showing an error, it enables crypto payments directly through an HTTP request.

Here’s how it works:

The server requests payment, and the client (a user or AI agent) pays using stablecoins like USDC.

This is a big deal for AI agents - before, they couldn’t easily pay for APIs or data. Now they can do it autonomously, without human or developer involvement.

Major players like Google API and Cloudflare already support x402, proving it’s more than just hype.

The technology itself will likely stick around for years - but the meme tokens trying to capitalize on the name? Probably not.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Mt. Gox Delays Repayments to 2026
Mt. Gox has postponed its creditor repayment deadline by another year to October 2026, citing incomplete repayment procedures.

Japan Launches First Yen-Backed Stablecoin
JPYC Inc. introduced Japan’s first legally recognized yen-pegged stablecoin, backed 1:1 by yen deposits and government bonds.

JPMorgan Values Coinbase’s Base Token at $34B
JPMorgan estimates Coinbase’s potential Base network token could reach a $34 billion market cap as onchain monetization grows.

Kyrgyzstan Launches Stablecoin and Plans CBDC
Kyrgyzstan unveiled a BNB Chain stablecoin and announced plans for a national CBDC and state crypto reserve with CZ’s support.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Bitcoin Bull Market Support Band (27.10.2025 Summary)

Benjamin Cowen says Bitcoin had a strong weekly close, reclaiming key technical levels. He emphasizes that with limited time left in the four-year cycle, Bitcoin can’t afford extended dips below major support lines. This bounce back is a positive signal - but the clock is ticking.

Benjamin’s Outlook – Key Points

• BTC reclaimed the bull market support band – After briefly dipping below, Bitcoin closed the week back above the 20-week SMA (~$113.4K), a bullish sign late in the cycle

• Holding the 50-week MA is critical – Cowen warns that two weekly closes below this level (~$113K) would signal the end of the market cycle

• Dominance creeping higher – Bitcoin dominance has been quietly increasing, now near 59%. Cowen expects a sharp move once it crosses 60%

• Liquidity narrative tied to the Fed – Markets are speculating that the Fed could end quantitative tightening soon, potentially helping BTC

• Market structure is weakening – Each cycle leg sees deeper retests of prior highs, signaling reduced strength. Losing the next key level (~$125K) could mark a shift

• Seasonality has been unreliable – Despite weak equity seasonality, Bitcoin has held up. Cowen advises watching structure more than seasonal trends

Final Takeaway
Cowen sees the bounce as encouraging but urges caution. If Bitcoin stays above support, there’s still time for another leg higher. But if it loses key levels soon, it could mean the top is in for this cycle.

Ivan on Tech – BITCOIN PUMP: IT IS A BIG TRAP!! (27.10.2025 Summary)

Ivan says Bitcoin has officially flipped bullish on both the daily and weekly timeframes. But while the technical trend looks positive, he warns that the timing could be deceptive. With the four-year cycle nearing its end, this move could either lead to a new all-time high or become a classic late-cycle fakeout.

Ivan’s Outlook – Key Points

• Bull trend confirmed on daily and weekly – After weeks of hesitation, Bitcoin started a new uptrend on Friday, which could last 5–20 days

• Next test: $120K resistance – Bitcoin must break above $120K to confirm strength. Failure to do so after bullish news could signal weakness

• CME gap could cause pullback – Ivan notes an unfilled CME gap below $116K that may be closed before the next leg higher

• Santa rally setup still possible – If the Fed ends QT and signals rate cuts at the next meeting, it could trigger a major Q4 rally

• Altcoin caution still warranted – Despite a few strong performers like Zcash, Ivan is sticking with large, liquid coins due to ongoing volatility

• Zcash is the standout – Up over 600% since its weekly trend flipped in May, Zcash has remained in a bullish trend with no major corrections

• Late-cycle derisking is key – Ivan is 70% in the market and 30% out, and says the sidelined capital will stay out for the rest of the cycle

Final Takeaway
Ivan is cautiously optimistic. The bull trend is real, but this late in the cycle, traders need to be smart with risk. He’s watching for confirmation above $120K and says the next few days will reveal whether this is the start of a new leg up or just a well-timed trap before the cycle ends.

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