GABGCX

No sugarcoating [14/10/2026]

Today, 14/10, is CPI day, and that alone explains a lot.

BTC 81,964 -2.03% - Opened at $83,714, hit $84,146 in the morning while trying to hold on, then CPI came out at 8:30. It came in hot: 3.7% year over year vs. 3.6% expected, core at 0.3% vs. 0.2% expected. BTC dropped $1,000 in an instant and hit a low of $81,893. The market is now pricing in a 49% chance of a rate hike as soon as October, up from 22% yesterday. That's what dragged everything down.

ETH 2,430 -3.61% / SOL 104 -3.59% / NEAR 4.93 -2.93% - Everything is following BTC. ETH, which saw $176M in ETF inflows yesterday, got hit again today. When the 10-year Treasury yield climbs to 5.30% and the Nasdaq falls 0.65%, altcoins can't hold up.

ZEC 1,169 -3.19% - It actually held up pretty well. After going from $16 to $1,700, a 3% drop on a hot CPI day is nothing. It's still up 70x this year.

Who's doing well?

TRX 0.3332 +1.62% - The market's most stable low-cost coin. On a day when everyone is bleeding, TRX stays in the green because it doesn't depend on foreigners; it depends on USDT. It's still the network that mints the most Tether. Boring, but it works.

WAL 0.052 +35.28% - This is the one today. Walrus, Sui's decentralized storage, built by Mysten Labs. It had been dead since May (-57% this year), then today it broke above its 20- and 50-day moving averages, with $90M in volume, up 38% to $0.0538. There wasn't any major news; it was a technical breakout plus Sui fans buying into the “Filecoin of Sui” narrative for AI. It's at $0.052, but it reached $0.055. It's the new STRK from yesterday; tomorrow it'll probably give back half its gains.

Bottom line: Hot CPI killed risk appetite. Anything in the green today is either a stablecoin in disguise (TRX) or a storage microcap nobody owns, where any buying can push it up 30%.

PPI comes out tomorrow. If that comes in hot too, we'll test $80k.

A day of profit-taking and CPI fears. BTC, which was trying to hold $84k overnight, came under selling pressure after 8 a.m. and dropped to $82,607, down 1.12%. It’s 34.5% below its 2025 peak of $126k. The reason: BTC ETFs saw $678.9M in outflows this week, with $484M on the 7th alone. Same story for ETH: $2,491, down 1.55%, marking the ninth consecutive day of ETF outflows.

In other words, institutions are pulling back ahead of Wednesday’s CPI report, on the 14th. Nobody wants to be leveraged.

Yesterday’s picks are getting hammered today:
- STRK 0.0903, -20.12% — this is what I was talking about: when a narrative pump doesn’t deliver, you pay for it on the way back down. Up 54% yesterday, now giving it all back with a 20% drop today.
- NEAR 5.164, -9.83% — even though it’s the one with revenue, when BTC sneezes, infrastructure alts catch pneumonia. It was at $5.85 yesterday.
- ZEC 1,210, -3.44% — still holding above $1,200 after that beating. A healthy pullback.
- SOL 107, -3.15%, BNB 742, -1.31% — majors are just following BTC.

Who’s in the green and why:
- RSR 0.002172, +31.72%, and GTC 0.274, +53.89%. It’s not a new fundamental development; it’s Upbit.

Upbit, South Korea’s largest exchange, listed RSR today at 14:05 KST in its KRW and USDT markets, then listed GTC in KRW and USDT at 19:30 KST. GTC hit $0.38 at one point, up 100% intraday, while RSR was up 67%, according to CoinMarketCap.

It’s a classic Korean listing pump: Korean retail piles into low caps. GTC’s volume went from $5M to $116M in one day.

The day’s summary for those following along here: full risk-off day, with volume up 88% but prices not rising — a sign that people are repositioning and taking profits. The only smart money today was rushing into microcaps listed in Korea. The rest of the market is just waiting for Wednesday’s CPI report to decide whether to test $80k or bounce back to $86k.

Did Elisa know that one day it would be her turn 🥹

$USDT 😳

Short transaction with $NEAR successfully executed

ICP rose 4.27%. But what is the ICP, exactly?

For anyone who just dropped in: ICP is the token of the Internet Computer.

Think differently from a typical blockchain. Instead of an app needing AWS, Google Cloud, and a bunch of servers, on the Internet Computer the app runs directly on the network, inside so-called "canisters".

The ICP is what powers it. The developer converts ICP to pay for computation and storage, votes in governance, and anyone who helps operate the network is rewarded in ICP. The more apps that use it, the more resource gets burned.

Why does this matter today?

Today, ICP went to US$ 3.42, up 4.27%, and the reason was threefold.

1. *Volume showed up.* US$ 5.25 million entered at once and pushed through up to US$ 3.516.
2. *AI update.* They launched the one focused on replicating AI assistant flows, and the network kept steady at 1,458 TPS. That boosted builders.
3. *The chart helped.* It crossed the EMAs 7, 25, and 99, and the MACD turned positive. It looked good for buyers.

Why didn’t it hold at 3.51?

Because it rose stretched. RSI-6 hit 82, a classic overbought signal. There were hours with more than US$ 768 thousand leaving via sales, and the price pulled back to US$ 3.34.

And there’s the point every ICP holder needs to watch: vesting. Part of the supply is still locked without a clear release schedule. When that isn’t transparent, the market always prices it in with caution—fearing a big, sudden token unlock.

Summary: the network delivered, volume came in, but the move up was too fast, and the market still demands transparency about future supply.

As always, this is educational explanation about technology and market context—not investment advice.

Why isn’t the “ETH building” taking off? Look at the front desk..

ETH rose 0.58% to 2,699 and this image explains why it didn’t go any further.

At the top of the building, they released the rooftop view: a leveraged ETF approved by the SEC. More rich people wanting to get in.

Right below, BitMine bought entire floors and removed them from the market. There are more than 6 million ETH locked up. Nearly 5% of the supply vanished from the shelf.

The elevator felt it. It went up fast, passed the 7th, 25th, and 99th floor (averages) and almost hit the top at 2,706.

But look at the front desk.

850 thousand ETH in line to return the key (Staking). 15 days of waiting. 523 thousand only via MetaMask. So many people trying to exit at the same time.

On the side, the Blast annex closed. Everyone who lived there had to go back to the main building.

And on the corner, the clerk’s office closed due to the shutdown in the US. Records for the next ETFs were put on pause.

That’s it. New rooftop coverage being sold up there, a huge line to get out down below, and the clerk’s office closed in the middle.

That’s why the building went up in value, but got congested (a chart moving sideways like a crab).

This is contextual analysis, not a buy or sell recommendation.

Bull x Bear: why do they never make peace?

A bull market is the party: everyone’s excited, buying, DJ playing “it’s going up,” price soaring.

A bear market is the hangover: everyone’s afraid, selling even their underwear, price sliding downhill.

They never make peace because they team up so everyone can profit—no, it’s not two teams. It’s two moods living in the same house and fighting all day.

Every negotiation has a buyer and a seller, but each with their own story:
- One buys thinking they found the bottom of the pit.
- The other sells because they remembered the bill, or because they want to lock in the weekend barbecue.

Would total transparency help? It would cut the gossip. But it wouldn’t make everyone profit together. Each person entered at a different time, at a different price, with a different fee.

And if everyone could see everyone else’s intent, it would turn into the opposite of chain mail: a huge sell order appears—everyone rushes to sell first and drives the price down even more. A huge buy order appears—everyone runs to buy first and the price rockets.
The market is moved by people trading, but also by news, interest rates, foreigners, a giant fund, and a lot of emotionally shaken-up sentiment. Bull and bear are just the names of the fight of the moment, who’s winning right now. It’s not a crystal ball.

We are once again in an election period, and once again I think: "Great opportunity for me to say: when are they going to start using blockchain in the election system? Use a protocol like Monero for privacy and build an auditable chain by anyone, without bureaucracy, with an eternal and immutable record of votes."

It's about this idea. I really believe I hit the sweet spot, but there’s a paradox that prevents it today (but not technically):

*Privacy vs. Audibility*

1. Regular blockchain (like Bitcoin) is auditable, but NOT private. Everyone would see who you voted for.
2. Monero is private, but NOT auditable for elections. If nobody can see who the vote was for, how do you prove that there was no fraud?

What an election needs are both things at the same time: I need to prove that my vote was counted, without proving who I voted for.

There is already a solution for this, it’s called Zero-Knowledge Proof. That’s what Zcash and some voting projects, like Vocdoni, use. You prove that you are a valid voter and that you voted, without revealing the vote.

And now comes the controversial point:
*Why aren’t they using it yet?*
1. The TSE doesn’t want to give up centralized control;
2. If the code has a bug, there’s no way to "recount" (the record is eternal, including the mistake);
3. 90% of the population wouldn’t understand how to audit, so in practice, they would continue trusting the government (but anyone who wanted to dig deeper wouldn’t face systemic bureaucracy).

Technically, it can already be done today. Politically, no one wants a system that truly can’t be tampered with.

#ZcashETFPostsFirstWeeklyOutflow$93.6M
#BitcoinRejectedAt$87K
#Monero
#Eleicoes2026

What is this, BNB?! 😳

A humble wallet

Great Friday to everyone #ETH

8 days in this retention.. What’s happening?
#ETH

It will be a long day… #ETH

Why is the #LUNC community the only one in the crypto market that behaves more like a religious sect / fandom than like investors?
I'm not talking about price. I'm talking about behavior: a narrative of redemption, a common enemy, a promise of a return to $1, and unwavering faith even after the collapse. What does psychology explain that technical analysis doesn't?

What makes #LUNC a social phenomenon rather than a financial one? We have an asset with a trillion-level supply, with no relevant development, but with a community more active than 90% of the top 20. Is this community resilience or just the effect of "I can't accept that I lost"?

#SUI Blockchain that doesn’t lag or get expensive when lots of people use it

How? It changed Ethereum’s "account" model to objects. Ethereum is a single line in a bank, everyone waiting for the teller. SUI set up multiple tellers—each thing is a separate object. If they have nothing to do with each other, they’re processed together and immediately.

This enables parallel execution → 300k+ TPS, finality in under 1 second, and a zero fee for stable transactions

The goal isn’t to be just another fast L1. It’s to be the infrastructure where real consumer apps run (games, payments, DeFi, and now the "agentic economy" of AIs that transact on their own).

Ecosystem #solana ta of congratulations today