Michael-G

Thailand goes live today with domestic BTC/ETH spot ETFs — local asset managers, SEC-approved custodians, no wallet management required. Adoption isn't a revolution anymore. It's plumbing: brokers, tickers, and risk-disclosure forms. https://t.co/8ry4twntOS

a16z just laid off most of its 34-person portfolio recruiting team (Axios, today). Airtable cut "a large part" of its team this week too. Read the pattern: overhead gets cut everywhere, even inside the firms preaching AI abundance. The shortage was never people — it was the right people.

$80,400. Bitcoin is defending that floor for the third time in eight days. September CPI came in hot — 3.7% y/y vs 3.6% expected, core 2.6% vs 2.5%. Fed October hike odds spiked near 47%, then eased. The 10-year yield briefly pushed above 5.3%. Gold is rebounding. Altcoins are bleeding harder — ETH…

Getty Images is filing for bankruptcy. Stock down ~99.9% since its SPAC debut. The company that once licensed the world's visual memory, killed by AI image generation. It sued Stability AI for scraping its library. The disruption moved faster than the lawsuit.

Futures green (NQ +1.3%, ES +0.7%) after the worst tech week since June. But semis fell 8 straight — longest streak in 16 years. A Sunday NVDA/AVGO bounce isn't a bottom, it's an audition. This week's big-tech earnings are the jury: does guidance say AI capex has legs?