Su 18/10 | Daily Crypto & Macro News

Happy Sunday all! If you missed the past 24 hours in crypto and stocks, here’s your full recap: 🚨 Major Headlines & Market Moves 🚨 \- Fidelity’s Head of Global Macro says Bitcoin may be entering a new 4 year cycle bull market based on its power law patterns, adding that bull markets rarely start with a narrative. \- The Bitcoin Fear & Greed Index is holding at 55, in “Greed” territory. \- Over the last 10 years NVDA is up 13,127% and BTC is up 12,645%, ahead of AMD at 7,733%, TSLA at 2,607% and SPY at 319%. \- Apple is sitting at its all time high, while the S&P 500 is 2% below its peak, Microsoft 4%, Meta 11%, Nvidia 12%, Amazon 13% and Bitcoin 36%. \- Google’s Willow breakthrough cuts quantum computing errors by 40x, putting more focus on the quantum threat to Satoshi era Bitcoin. \- Japanese investors sold a net ¥4.5 trillion ($28B) of long term US government bonds in H1 2026, their first half year net sale since 2022. \- Canada is on track to become the third largest holder of US government debt, passing China. \- Global inflation rates are rising again, while the Fed, ECB, BOJ and BOE remain behind the curve and more rate hikes could follow. \- Commodities over the past year: heating oil up 127%, Brent crude up 80%, gasoline up 79% and WTI up 77%, while gold is down 4% and coffee down 23%. \- US home sellers now outnumber buyers by over 580K (63%), the largest gap on record in data going back to 2013. \- American boomers over 75 now hold 15 times the median household wealth of Gen Z and Millennials. \- Massive earnings week ahead: NFLX, GM and UAL on Tuesday, META, TSLA, LRCX, TXN, SAP and IBM on Wednesday, and SPOT, PG, LMT and CMCSA on Thursday, with GE Aerospace and American Express also reporting. \- Elon Musk says the new Tesla Roadster “will be sentient” and can perform its tricks autonomously. \- Ledger’s CEO dismissed hardware implant security warnings from the former Mt. Gox CEO, pointing to his Mt. Gox past. 📊 Altcoin Market Updates 📊 \- The Bank for International Settlements finds that stablecoins directly compete with traditional bank deposits. \- Less than 10% of the global population is invested in crypto. \- ETH sits 52% below its all time high and DOGE 90% below. \- Yuga Labs launches Mudwater, physical Bored Ape trading cards where every card is backed by a Solana NFT twin, with 120 BAYC art pieces across 10,000 boxes. \- The HACHI developer launches CAT while still running Hachi, after HACHI hit a $32M market cap following a Shiba Inu partnership. If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow! $BTC $SPY $QQQ $OIL 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. $BTC $SPY $QQQ $OIL *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* *📧 timothy@panicdrop.com* 🟩 *Panic Drop Podcast : on your favorite streaming app* www.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