Лента

📊 AI bubble odds just jumped from 16% to 27%

🔵 Polymarket's rules need 3 of 6 triggers. Two are almost there.

🟩 Next up: Nvidia falling to $120.

👇 Will the AI bubble burst by June 30, 2027?

🏁 A day after Democrats took Congress, Microsoft hit a record. 🛢 Oil fell 10%, 🪙 Trump's own coin lost 17%.

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🚨 Now they want the SEC back in charge of crypto. 31 of its 39 “securities” already lost 90%+.

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After winning Congress, they're writing a market bill with a bigger SEC role. The SEC already called these coins securities: 🪙 BNB, 🪙 XRP, 🪙 SOL and 36 more, $287B together. They'd be first in line.

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🔵 Polymarket | Odds | Volume
Trump impeached by end of 2027 | 61% | $1.2M
Impeached and removed before 2028 | 24% | $30K
Clarity Act signed in 2026 | 3% | $25.0M
2028 president: Jon Ossoff | 20% | $732M

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💧 SEC list on DropsTab

🔑 Not your keys, not your coins. Unless the chain says otherwise.

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This week 🪙 Arbitrum moved the Binance hacker’s $30M. No key, no signature. Second time this year.

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🪙 Ethereum rolled back The DAO hack: 3.6M ETH, $8.2B today. 🪙 BNB Chain stopped the whole chain. 🪙 Sui froze $162M and took it.

💧 DropsTab | 💧 DropsBot | 📈 Drops Analytics

💰 Crypto VCs are having their quietest month in 2.5 years. Only $497M raised in October.

🔥 The biggest rounds this month:
Nous Research: $90M, AI
Spiko: $90M, tokenized funds
Mecka: $60M, AI

📉 The money is moving to AI. On Oct 22, a16z renamed its crypto fund to a16z Frontier.

💧DropsTab Funding Rounds

📈 Five weeks after the Fed's first rate hike since 2023, Bitcoin is up 7% and gold is down 6%.

On Sept 16, 2026 the Fed raised its rate by 0.25% to 3.75–4.00%. Higher rates usually hurt crypto and tech stocks, yet Bitcoin beat both stocks and gold.

🔵 16 of 18 Fed officials expect at least one more hike by the end of 2026. The next decision is on Oct 28, and traders have bet $50M on it on Polymarket (still open):

• Rates stay the same: 85.5%
• Another 0.25% hike: 14.5%
• A cut: under 1%

👇 Get a DropsBot alert when BTC moves or the Fed odds shift👀

➕ BTC 🚀
➕ Track Fed odds

🟩 Bitmine is 63K ETH from 5% of Ethereum. Then it stops buying.

Tom Lee's Bitmine holds 6.04M ETH, 4.9% of supply. Lee says buying stops at 5%.

At this pace, Ethereum's biggest buyer is done in 5 weeks.

💧 Portfolio "Bitmine Ethereum Treasury"

🇺🇸 The US sent free money 3 times.
Next round: $5,000 per person

⬆️ Bitcoin 30 days after each check:
$1,200 (Apr 2020): +40%
$600 (Dec 2020): +23%
$1,400 (Mar 2021): +4%

Now Trump promises $5,000 to every adult if Republicans win Congress on Nov 3.

💵 ~$1.3T. More than all 3 COVID rounds combined
📆 Spring 2027 at the earliest
🔵 Polymarket: 4.5% it happens

➕ Track $5,000 check odds in DropsBot

What the big names expect for BTC:
• Arthur Hayes: ~$125K by year-end
• Standard Chartered: $100K, maybe after a dip to $50K
• Tom Lee (BitMine): new ATH, up to $250K. 2027 "maybe one of the biggest rallies we see in our lifetime"