I learn, explore, analyze, and invest in Crypto, Web3, I’m also interested in financial speculation and share my journey, insights, and lessons along the way.
Well, it’s October 11. I’m looking at the charts, drinking my coffee, and thinking something weird is going on. The market is schizophrenic: the Bitcoin ETF saw **$119 M$ in inflows** last Tuesday (after -$90 M$ the day before), but BTC then fell back below $84,000 $ shortly afterward [reference:0]. Meanwhile, Ether ETFs have seen **6 straight sessions of outflows**, with $202 M$ fleeing on Tuesday.
Translation: people are buying the BTC dip but panicking about ETH. Classic.
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The thing nobody is paying enough attention to
Ethereum just launched Glamsterdam on the Sepolia testnet on October 6. It’s the biggest scalability upgrade since the Merge. The gas limit is going from 60M to a target of 200M. And nobody’s really talking about it because everyone is obsessed with prices.
Raoul Pal put it better than I could: "A strong dollar and high yields are stifling liquidity. But as soon as AI takes a breather, money will flow back into crypto."
And he adds something I think is being underestimated: "The economic activity generated by AI agents is more likely to flow toward #Ethereum and #solana than toward Bitcoin."
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The line that made me smile this week
Arthur Hayes posted something I read three times: "The market has to climb a 'wall of worry.' In 2017, it was the block-size war; in 2020, Covid; in 2023, FTX... In 2026, it’s FUD around AI and crypto."
And he concludes bluntly: "Money will be printed, positions will rise."
I don’t know if that’s wisdom or cope. Probably both.
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The thing I’m keeping in mind
CZ said a few weeks ago: "Every dip is an opportunity." He later clarified that it was probably luck, and that he’s "only right slightly more than 50% of the time, because I’m always bullish."
While everyone’s panicking over the ETH dip, Glamsterdam is rolling out on Sepolia and BTC ETFs are swallowing 119M$ in a single day. As Hayes puts it: “the market has to climb a wall of worry”—we’re right in the middle of it, and builders don’t give a damn. #Ether #crypto #bnb
Once, I tried to make up for a loss by taking another trade.
Instead of simply accepting my loss and moving on, I wanted to win it back quickly. As a result, I forced an entry I probably wouldn’t have taken with a clear head.
And things got worse.
That day, I understood something simple: when you trade to recover a loss, you’re no longer trading the market. You’re trading your emotions.
Since then, I’ve tried to see a loss as the price of learning, not as a debt the market owes me.
The market doesn’t know I’ve lost. It owes me nothing. And trying to win it back at all costs can end up costing far more than the initial loss.
The 3 essential takeaways
so you can navigate well this week that opens the door.
1 The calm before the storm (or before the pump) Alright, let’s not pretend: this Sunday’s market is a bit like a rainy Sunday afternoon. Bitcoin is flirting with $85,000 without really knowing whether it wants to go up or down. It briefly touched $87,000 at the start of the week before pulling back into a narrow range. The Fear & Greed index is at 65, so “greed” but a soft kind of greed—not the kind that makes you sell your car to buy PEPE.
$ALICE $GTC After a correction, it can sometimes rebound by +25%, +50%, or even +100% from its lowest point. 📈 But these are not rules: history shows that each cycle has its own dynamics. The two altcoins, Alice and Gtc, want to prove what? Let's observe together
thank you , very much for not taking the time to read the cycles , if they can take 2 minutes for that , they can gain 5 years of market experience
Jeeva_jvan
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BTC pulls back toward 84K$, but US spot ETFs have still managed to capture ~347 M$ yesterday. The price is slowing down; institutional capital keeps flowing in: who will eventually set the pace for the market?
I still see a lot of people coming into crypto looking for the next x10, even though the fundamentals remain unclear. Not a magic course. Just a return to fundamentals. Bitcoin is first and foremost a decentralized network. Not a company, not a product. Its supply is limited (21 million), its operation relies on proof of work, and its value comes mainly from collective trust and its use as a store of value. Bitcoin ETFs have simply made this asset accessible to traditional investors through regulated vehicles. When money flows into these ETFs, it supports the price, but it doesn’t change what Bitcoin is.
The crypto market rebounds mainly thanks to the return of flows to Bitcoin ETFs and a rapid rotation into altcoins after the Fed. For now, it looks more like a relief rally than a clear signal of a durable recovery.#MarketNews
Web3 is advancing so fast that it’s impossible to know everything.
In the past few days, I discovered 3 projects that made me want to dig deeper:
1️⃣ $ARC An infrastructure-focused project and stablecoins. 👉 What caught my attention: its ambition around real use cases for on-chain finance.
2️⃣ $Canopy A project exploring the meeting between AI and blockchain. 👉 What interests me: seeing how AI can make access to Web3 development easier.
3️⃣ Linera A Layer-1 infrastructure with a particular approach to scalability. 👉 What made me want to explore: their different vision for building faster, more efficient Web3 applications.
💡 But discovering a project ≠ investing in the project.
Before putting my money into an asset, I want to understand what I’m buying: 🔎 the product 🔎 the team 🔎 the tokenomics 🔎 the investors 🔎 the risks 🔎 and above all… the real problem being solved.
It reminds me of a lesson from The Richest Man in Babylon: the 4th law of gold.
👉 Gold escapes the person who invests it in things they don’t know or don’t understand.
That’s exactly why I prefer to do my own research (DYOR) before taking action.
I’m not sharing these projects as financial recommendations. I’m sharing them because I’m exploring them myself.
And you? 👇 Which Crypto/Web3 project did you recently discover that made you want to do your own research?
📉 Why do we always forget this part of the market? I came across this chart and it made me reflect. BTC, altcoins, stocks… the scenario changes, but the emotions often come back: Optimism → euphoria → anxiety → panic → discouragement → hope. What’s most interesting for me isn’t even the price. It’s our behavior. When the market is up, I sometimes feel like buying because “everyone’s winning.” When it drops, I start doubting my decision. And when nobody wants to talk about it anymore… that’s often when I begin observing calmly again. I don’t think this chart can predict the next move. But I do think it raises a real question: Do we really analyze the market… or do we simply react to our emotions? What do you think? Crypto, altcoins: at what point are you most likely to make a mistake? 👀 Informational content. DYOR. #Marketpsychology
This is what I’ve been doing over the last 15 days. 👇🏽
I took some trades without having a really clear objective.
Sometimes I saw +50% and didn’t exit, telling myself it would go up even more. And a few hours or days later… the trade would come back into the red. 🥲
It reminded me of something simple: before entering a trade, you need to already know what you want to get out of it.
No need to look for the perfect top. The most important thing is to have a plan.
I’m sharing this because I think a lot of people can relate to this. 📈➡️📉