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Bitcoin rose 2.3% to ~$81,400 as Asian chip stocks surged on SK Hynix’s record Q3 results, with the KOSPI +6.63% back above 6,000. The Fed announces at 18:00 UTC with a 92% hold probability; Warsh’s press conference is the event. October ETF flows are nearly flat after a $176M inflow Tuesday. $10.9B in Bitcoin options expire Friday with max pain at $78,000 (~4% below spot) and a 0.53 put/call ratio. Pepe +9.4%, HYPE +6%, ZEC +5%. Alphabet and Microsoft report tonight; Amazon Thursday; Apple November 2. Galaxy’s Thorn says the bear market ended in June; $76,540 is his invalidation line.Bitcoin Climbs Back Above $81,000 as Every Major Token Rises Before the Fed; Pepe Jumps 9% and October ETF Flows Turn Nearly FlatBitcoin +2.3% to ~$81,400 after dipping below $80,000 Monday for the first time in over a week. HYPE +6% to ~$81, ZEC +5% to ~$1,300, DOGE +4%, BNB +3% to ~$760, SOL +3% to ~$$102, XRP +3% to $1.32, ETH +2% to ~$2,360. Pepe +9.4% tops the CoinDesk 100; Arkham reported wallets it links to Tron’s Justin Sun hold ~$51M of the token. Altcoin Season index: 60 (up from 57). Futures: volume +7.5% to $163.2B, OI +1.3% — little new leverage added. Bitcoin funding 0.0090%, ETH 0.0079% (near the 0.01% baseline). On Deribit, Bitcoin’s 1-week put-call skew fell below 1% from nearly 10% a week ago — short-term downside hedging is easing, though longer-dated skews still favor puts. October ETF flows near flat after two consecutive inflow days ($176M Tuesday) following a $774M two-day exit last week.Amazon and Apple Earnings Preview: The AI Spender and the AI HedgeAmazon (reports Thursday): Q3 revenue guided $197-202B (+9-12% YoY vs Q2’s 20%, mostly timing — Prime Day moved to Q2); operating income $22.5-26.5B. AWS grew 37% to $42.2B in Q2 (fastest in 18 quarters), backlog $496B (+$132B in one quarter). CEO Jassy: AWS 2027 capacity “largely sold out,” a “good chunk of 2028 sold out.” Morgan Stanley (Brian Nowak, Overweight, target $350): forecasts 47% AWS growth in 2027; UBS (Stephen Ju, Buy, target $348): 46% AWS operating margin in 2027 vs consensus 38%. Morningstar caution: Q2’s 39.4% margin partly reflected low non-depreciation costs in a sold-out market while depreciation rose 67%. Trailing 12-month free cash flow: -$7.6B. Apple (reports November 2): guided fiscal Q4 revenue growth 9-11% (below prior 12% consensus), iPhone “mid-teens” (vs prior 17.6% estimate). iPhone 18 Pro first three weeks: +3.1% vs 17 Pro globally, +29% China, -4% US, -27% Japan. Morgan Stanley: setup “slightly challenging,” expects Apple to guide December low-to-mid single-digit growth. Apple trades at ~36x earnings, highest since January 2008, roughly twice Nvidia’s. BTIG’s Krinsky: an AI trade rebound would coincide with Apple pulling back toward its 50-day MA.KOSPI Surges 6.63% Back Above 6,000 as SK Hynix Results Spark an Asian Chip Rally; Kioxia Jumps 13.8%, TAIEX Gains 2%SK Hynix: record Q3 revenue and operating profit + shareholder return program >₩100T ($75.3B) — stock +10.89% to ₩1,487,000. Samsung +9.01% to ₩242,000. KOSPI +374.1 points to 6,012.44, triggering a buy-side sidecar for a second consecutive session. Foreign investors and institutions net bought ₩815.83B and ₩960.79B respectively; retail sold ₩1.8T — the same institutional-buys/retail-sells pattern that has defined every KOSPI bounce since June. Nikkei +685.82 points (+1.08%) to 63,954; Kioxia +13.76%, Tokyo Electron +4.42%, Advantest +3.16%. TAIEX +2.04% to 47,035; MediaTek +6.94%, TSMC +1.04%. Hang Seng +0.23%; Standard Chartered +7.64% post-results; 2x leveraged SK Hynix product in Hong Kong +21.86%. Shanghai Composite +0.91%, ChiNext +3.4%.Memory and Chip Stocks Lead US Early Gains as SK Hynix Rises 8%; Robinhood Falls 8.4% After Its ResultsSK Hynix US-listed shares +8.11%, SanDisk +5.03%, Micron +4.40%; ARM, Intel, Marvell, AMD each +~2%; optical names Credo and Coherent +2%+. Seagate -3.23%. Nasdaq 100 futures +0.54%, S&P 500 futures +0.11%, Dow futures -0.21%. Crypto-linked: BitMine +1.41%, MARA +0.99%, Strategy +0.81%. Robinhood -8.42% after Tuesday after-hours results. SpaceX +0.81%. Alphabet and Microsoft report after today’s US close — their guidance on AI capex is the second-order read that matters more than the top-line beat for crypto, since Goldman Sachs measured AI HY credit spreads as the primary transmission channel from tech earnings to crypto this month.$10.9 Billion of Bitcoin Options Expire Friday With Max Pain at $78,000, About 4% Below Spot135,000 Bitcoin options (~$10.92B notional) expire on Deribit at 08:00 UTC Friday, October 30. Put/call ratio: 0.53 (roughly one put per two calls). Max pain: $78,000, ~4% below spot at ~$81,400 — the strike at which the most option value expires worthless. Ether options: ~$776M notional, max pain $2,500 (above current ~$2,360), put/call 0.77. The $78,000 max pain level aligns with 10x Research’s stated condition for holding longs (above $78,000) and Galaxy’s $76,540 invalidation line — two independently derived downside markers converging in the same zone. The 0.53 put/call ratio confirms the directional shift noted in story 1: short-term downside hedging has eased from the week’s peak, with call OI now twice put OI into Friday’s expiry.