Last week’s AI selloff wasn’t a crash — it was a rotation. But two bills landed at once: the AI capex bill and the first real AI credit bill. Our read on the week ahead — Apple, midterms, chip earnings, jobs — and the three ways it could break. Through My Asian Lens · Market Snapshot The AI Capex Reckoning As of Monday, 2 November 2026 (pre-US open). Figures through the Friday 31 Oct close, plus Monday's Asian tone. One-page visual summary — the full snapshot at a glance. Assumptions: "The week" means Mon 2 – Fri 6 Nov 2026. US data releases run on schedule. The Iran-oil and AI-credit backdrops persist but do not escalate into a system-wide event. Probabilities below are our judgement, not a forecast — treat them as medium-low confidence. Executive summary Observation Big Tech's Q3 earning

Hey Tigers 🐯! Bitcoin has rebounded substantially since July. But crypto trading activity has yet to follow with the same strength. For $Coinbase Global, Inc.(COIN)$, that creates an interesting earnings setup. US Tiger Research Team, maintains a BUY rating and $250 price target, even as the firm reduces its near-term earnings forecasts. The question for investors: Can Coinbase’s shares anticipate the next crypto recovery before trading volumes confirm it? Here is how Tiger’s thesis fits together—and where the numbers still look challenging. 1️⃣ The Setup: A Recovery in Prices, but Trading Remains Soft There are two different recovery signals here. Revenue is still expected to decline sequentially and remain substantially below the

4 · News & My Investing Muse The news that moves prices ● The Fed pauses, December loads. Two officials wanted a hike now; every economist polled expects one on 9 December. Treat the pause as a comma, not a full stop. ● Midterms Tuesday. All 435 House seats, a third of the Senate. The market question is narrow: who writes tax and tariff law for two years. History says divided government suits stocks and the fuss fades within days. Both sides call it existential. Figure 12 — The midterm stakes as one side frames them (Elon Musk, X, 30 Oct 2026). ● Oil above US$100 is the common thread. Iran’s supply disruption sits behind the expected RBA and BoE hikes and behind the Fed’s two dissenters. Follow the chain to its human end — dearer oil means dearer diesel, fertiliser, freight and food. A

BK Trading — Weekly Market Preview Week of Monday 2 – Friday 6 November 2026 The week in short. Rates are still going up — the Fed held at 3.75–4.00% but December is near-certain; keep rate-sensitive bets small. America votes Tuesday — don’t trade the night; the calmer days after the count are the better moment. Palantir reports Monday evening — our teaching case in a stock priced for perfection. Confidence: high on the schedule (confirmed dates); medium on the Australia/UK rate rises (~90% priced, not promised); low on anything marked as an estimate — flagged at the end. 1 · Economic Calendar The Fed held and called it a decision, not a pause. Warsh kept the rate at 3.75–4.00% in a 10–2 vote; Cook and Hammack wanted a rise now. When officials dissent that way, the next move is more likely

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Trading requires patience, discipline, careful analysis and guts.

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I would lean towards waiting for clearer evidence of a recovery rather than buying COIN purely in anticipation of higher trading volumes. However, Coinbase’s latest results make the investment case more interesting than a simple bet on crypto prices.

yes i will buy coins before trading volume recovers. it is bound to recover at some point of time.

Crypto will claim the top in a matter of time

Coinbase’s biggest opportunity may no longer be simply riding Bitcoin’s next rally. Despite weaker industry trading activity, Q3 Adjusted EBITDA rose 60% QoQ to $333 million, while Subscription and Services contributed 49% of net revenue. Its crypto trading market share also climbed to 10.7%, marking four consecutive quarters of gains. More importantly, prediction markets have surpassed $200 million in annualized revenue. Stablecoins and derivatives could make Coinbase less dependent on retail trading cycles. However, investors should not confuse accounting profits with sustainable growth. Q3's $719 million net income included substantial crypto investment gains. My view: COIN deserves a bullish long-term outlook, but I would avoid chasing before recurring earnings confirm the recovery. T

Trading requires patience, discipline, and careful analysis. I learned to manage risks, control emotions, follow my strategy, and make better decisions based on market movements.

Trading requires patience, discipline and careful decision-making. Success is not about making quick profits, but managing risks, learning from mistakes and staying consistent.

Coin will tank even more during crypto winter where can they get their revenue from and with all the hacking going on who will trust them too might as well keep in cold wallet

Coin will tank even more during crypto winter where can they get their revenue from and with all the hacking going on who will trust them too might as well keep in cold wallet