There are two possible options of price action on #Ethereum :
1) Instant breakout of the $2550 resistance — riskier option with tight stop loss. If it happens, it makes sense to open a small LONG with the target around $2800 - $2850.
2) Liquidity hunting below the $2350. If we see a structure where Ethereum breaks the support down and quickly comes back above — it is a signal to go LONG with the heavier size. Same target.
🤖 As you might notice, AI related companies and infrastructure faces a severe repricing. Korean KOSPI index which basically represents top tech companies is down hard, President even tweets help number to prevent massive suicides 😥
The dump itself was expected, as AI stocks rallied dozens of Xses earlier this year. $SOXL demonstrates it perfectly: look how this semiconductor related fund dumps to complacency shoulder and lower! The overvalued tech sector finally cools off.
You might be confused, but this is extremely bullish for crypto! All this time $BTC was a hedge asset against AI bubble, ETFs outflows were huge. Now as repricing happens, $BTC can ditch the deadweight and finally pump to new highs! I believe that this Q4 of 2026 offers the best opportunity for long-term holders to buy crypto! #EarningsSeason #BTC☀️
🚨 JUST IN: DRAGONFLY MOVES $2.33M IN HYPE TO FALCONX
Dragonfly Capital has reportedly transferred 30,000 $HYPE — worth approximately $2.33 MILLION at the time — to FalconX, potentially in preparation for an OTC sale.
The previous 41,400-token transfer occurred roughly one month ago and was valued at approximately $3.21M.
This makes the latest movement worth monitoring.
⚠️ Important: A transfer to FalconX does NOT prove the tokens have been sold. An OTC transaction remains speculation until further on-chain or institutional evidence confirms it.
For HYPE traders, the key question is:
Is Dragonfly gradually reducing its position — or simply repositioning assets for institutional liquidity?
SpaceX has survived a significant post-IPO drawdown, recovered above its $135 offering price, and is currently outperforming Facebook's early post-IPO trajectory but remains well behind the early performance of Arm and Alibaba.
90 days doesn't establish a long-term track record.
But for one of the biggest IPOs in history, holding above the offer price after this level of volatility is worth watching.
The question now:
Can $SPCX turn this recovery into a sustained long-term uptrend or is the real post-IPO volatility only beginning?
$TSLA vs $META: WHO WILL TURN BILLIONS IN AI SPENDING INTO PROFITS FIRST?
🚨 TESLA & META EARNINGS ARE OUT — AND THIS IS EXACTLY WHY YOU LOOK BEYOND THE HEADLINE NUMBERS. $TSLA and $META just delivered two very different earnings stories. ⚡ TESLA $TSLA Tesla's revenue came in around $28B, roughly in line with expectations, while earnings came in ahead of Wall Street estimates. But the bigger story is underneath the headline numbers. Tesla generated positive free cash flow despite massive spending across AI, robotics, autonomy and manufacturing. For me, this strengthens the long-term thesis. Tesla isn't simply an EV company anymore. The market is increasingly being asked to value the company around EVs + Energy + AI + Robotaxi/Autonomy + Optimus. My view remains the same: Major $TSLA corrections are more interesting to me as potential accumulation opportunities than reasons to abandon the long-term thesis. ⚡ META $META Meta delivered $64.6B in revenue, beating Wall Street expectations. But profitability is where things get interesting. Headline earnings were heavily affected by a major legal charge, while Meta continues pouring extraordinary amounts of capital into AI infrastructure. And on the SAME DAY as earnings, another major risk hit the headlines: A New Mexico court ordered Meta to pay $25 BILLION in civil penalties following a jury finding involving Facebook's representations about user privacy and data practices stemming from the Cambridge Analytica case. Meta plans to appeal. So we have two competing forces: 🟢 Strong advertising business 🟢 Revenue beat 🟢 AI improving recommendations and advertising 🟢 Growing AI ecosystem VS. 🔴 Massive AI capital expenditure 🔴 Regulatory/legal exposure 🔴 Pressure on free cash flow 🔴 Investors demanding returns from that AI spending MY TAKE: I'm LONG-TERM BULLISH on both companies, but $TSLA currently has the more interesting asymmetric narrative for me. Meta must prove that its enormous AI spending can translate into sustainable earnings and cash-flow growth. Tesla must prove that AI, autonomy and robotics can eventually become businesses large enough to justify the expectations already embedded in its valuation. That's the real Magnificent 7 battle: WHO CAN TURN AI SPENDING INTO PROFITS FASTEST? $TSLA or $META ? #EarningsSeason #TSLA #meta #Aİ #stocks