BeInCrypto TH

In brief
Jack Dorsey’s “no moat” post echoes a leaked 2023 Google internal memo
Michael Saylor replied that Bitcoin is a moat
Elon Musk replied that Sparta never had a moat
Read the original story: What Does Jack Dorsey Mean by “There Is No Moat”? Elon Musk and Michael Saylor Weigh In, by Phil Haunhorst at th.beincrypto.com

In brief
Bank of England officials are taking their most hawkish stance since early 2023, according to Bloomberg’s model
Investors expect a 0.25-point rate hike to 4% at the Nov. 5 meeting
A vote margin of just two votes brought the Bank of England close to raising rates in line with other countries

In brief
Nearly 92% of U.S. gold miners are trading below their 50-day average. Is the bottom in, or is it near?
Gold mining stocks fell much harder than gold over the past week. What’s behind this gap?
Sell-offs this deep have previously sparked double-digit market rebounds. Will the Fed allow it to happen again?

In brief
Goldman Sachs says one currency is better suited to hedge against AI-driven volatility
Japan's Nikkei 225 index has fallen 14% from its peak after being sold off due to AI
Economists expect both the Bank of Japan and the Fed to raise interest rates in December

In brief
CoreWeave shares plunge by more than a third in October amid debt concerns
The Nvidia-backed company began as an Ethereum mining operation called Atlantic Crypto
Can its roughly $52 billion in debt withstand higher borrowing costs?

In short
Bitcoin falls below USD 80,000 after Benjamin Cowen points to two bearish factors
Seven steps remain, starting with the Fed’s October 28 decision and inflation data
The plan is invalidated if Bitcoin returns to USD 83,000 first. Can the bulls get there first?

In brief
Investors punish Big Tech for both increasing and cutting AI spending, MetLife analyst says
Meta fell 7% on Oct. 22 after capital spending exceeded operating cash flow
Four U.S. tech giants report earnings this week, but it remains unclear what kind of results will be considered good

In brief
Bonn scientists turned blood cells from an 80-year-old into stem cells under 20 years old.
The rejuvenation took place in a petri dish over 100 days, with no patients involved.
Pharmaceutical companies, VCs, and tech founders are pouring in billions of dollars, racing to test it in humans first.

In brief
Microsoft, Alphabet, and Amazon announce quarterly earnings on October 28 and 29
Microsoft forecasts Azure will grow 44% to 45% this quarter
Alphabet shares fell 7.1% after its latest report, despite net income topping expectations
Read the original story: 3 Big Tech earnings reports to watch as U.S. AI spending continues to surge, by Kamina Bashir at th.beincrypto.com

In Brief
Trump rules out an immediate attack on Iran, WTI crude prices fall nearly 1%
WTI traded at USD102.38, about 53% above pre-war levels
Goldman Sachs says Brent has a nearly USD 25 war premium. Will it decline?
Read the original story, “Trump Calls Off Iran Attack, But Can Oil Stay Above USD100?” by Darryn Pollock at th.beincrypto.com

In brief
Jim Cramer recommends that retail investors buy an S&P 500 index fund
He claims his former hedge fund returned 24% annually, compared with 8% for the index.
Who should keep picking stocks, according to Cramer, and why?
Read the original story, “Cramer Beat the S&P at His Hedge Fund but Recommends Retail Investors Invest in Index Funds,” by Darryn Pollock at th.beincrypto.com

In brief
Bitcoin and gold rank last among Thailand’s 21 major assets in 2026.
Commodities are up 52.5% this year, while U.S. large-cap stocks have gained 12.3%.
The Fed’s rate hike in December increased the cost of holding both.

In brief
Musk reveals lenders have nearly stopped lending to AI data center companies alone
CoreWeave bond yields surged to a high of 15.76% this week
SpaceX says it has closed $40 billion in debt. Why can it borrow?
Read the original story: Elon Musk reveals that more than 200 AI cloud giants in the US are at risk of disappearing. Will CoreWeave survive? By Lockridge Okoth at th.beincrypto.com

In brief
AI tenants charge US builders USD 5 million a day in penalties if work is delayed
A one-year delay could force SoftBank’s SB Energy to pay 640 days’ worth of additional rent
Investors are hesitant about the company’s USD 50 billion IPO. Who else is at risk?

In brief
Goldman Sachs changes its view on the KOSPI after defending it amid months of selling in South Korea
The bank believes chip stocks are pricing in overly pessimistic earnings expectations
Samsung and SK Hynix report results as the KOSPI index nears a bearish signal

In brief
Fed week begins Wednesday, with the odds of a December rate hike at 84%
Thursday’s PCE inflation is expected to come in at 3.7%, nearly double the Fed’s target
$11 billion worth of Bitcoin options expire—where will the price go?

In Brief
Robinhood, Coinbase, and Strategy report third-quarter results from October 27 to 29
Analysts expect Coinbase to post a loss, while Robinhood turns a profit
Strategy has already disclosed a $20.91 billion profit from Bitcoin
Read the original story, “3 Stocks to Watch This Week as Earnings Season Impacts Crypto,” by Kamina Bashir at th.beincrypto.com