Good morning tasty fam! We hope you're all having a wonderful start to your weekend. 🍒
Markets didn’t deliver the “Uptober” fireworks we hoped for; BTC’s down about 5%, ETH’s off 8%, and volatility’s hanging around like a bad cold. But we're not sweating it.
This week, we break down why the macro backdrop is quietly turning bullish, from the Fed pausing QT to improving trade sentiment, and what setups traders should be watching into year-end.
Plus: 💥 Kyle Samani on Solana’s vision for “internet capital markets” 📊 Greg Magadini on why long delta / short vol might be the grind-up playbook you need
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