Tom Lee: Crypto and chip stocks have pulled back to their support levels, a rally is imminent.

Well-known trader Killa recently released a video predicting market trends around the U.S. midterm elections. His analysis summarizes the historical timeline correlation between midterm elections and Bitcoin’s bottoming: in 2014, Bitcoin bottomed roughly 70 days after the midterms; in 2018, 40-44 days post-midterms; in 2022, it bottomed almost during the midterm period itself. He believes Bitcoin could form a weekly-level bottom ahead of the November 3 U.S. midterms. Killa outlined two main scenarios: 1. Early bottom scenario: BTC forms a low before or around the midterms (possibly testing the current low, or holding above $80k), then rebounds, first testing the $80k zone, and potentially hitting $95k eventually. This would lead to a bullish fourth quarter, contrary to the widespread expectation of "post-election de-risking". 2. Classic de-risking scenario: Bitcoin rallies to a high (possibly hitting $94-$95k), then sees the typical post-election sell-off/de-risking drop observed in history (3 out of the past 4 midterm cycles followed this pattern). Killa advises investors to closely monitor price action ahead of the midterms and adjust positions accordingly: if an early bottom forms, hold bullish positions post-election; if the rally weakens after peaking, consider de-risking. He stresses that patterns are accelerating, so the historical "post-election must fall" experience cannot be simply copied. As a quantitative trader focused on BTC, Killa correctly predicted the peak of the current bull market in May 2025, and has over 200,000 followers on X. In mid-April, he shorted Bitcoin at $74,688, and switched to long positions during the broad market sell-off on June 5.

Anthropic Co-Founder Jack Clark: An internal economic model shows that if AI models permeate the economy within the next year, U.S. GDP could reach $44 trillion by 2030.

Elon Musk responded to a community user on X regarding Tesla’s new "flying" Roadster sports car, stating that the vehicle will be capable of autonomously performing various stunts and will possess "sentient abilities." Tesla will also build a circular track at its Texas headquarters—even more extreme than a Hot Wheels track—for Roadster owners to test their cars. The community user noted that the Tesla Roadster is controlled by a computer sending commands to another computer, with steering, braking, and acceleration all utilizing drive-by-wire technology. Musk replied: "True."

Crypto analyst Darkfost said in a post that Uniswap (UNI) has been facing sustained selling pressure recently, with its inflow to trading platforms hitting a year-to-date high. UNI rallied around 370% from its June low; in September, Uniswap’s total value locked (TVL) exceeded $4 billion, a new annual high, and the decentralized exchange’s trading volume also peaked at $93.6 billion. However, the strengthening fundamentals failed to stem the recent price pullback. Data shows that in late September, UNI’s inflow into Binance repeatedly reached year-to-date highs. Inflows remain active currently, but the growth momentum appears to be weakening. Darkfost pointed out that if UNI’s inflow to trading platforms continues to decline, the token may gradually form a bottom, easing the selling pressure accumulated since its recent $10.9 peak. UNI has now pulled back over 30% from that high.

Dynamic Insight’s Beating AI News Flash: DeepSeek has upgraded its V4.1 Flash model to version 1017, with updates rolled out simultaneously for its web platform, app, and API. The new model weights have been open-sourced under the MIT license. Official test results show that DeepSWE v1.1 software engineering task pass rate rose from 74.2% to 77.0%, surpassing Claude Opus 5’s 74.0%. Terminal-Bench 4.0 improved from 31.2% to 42.3%, though still lagging behind Opus 5’s 51.8%. Per DeepSeek’s published cost curve, the configuration achieving the 77% pass rate costs an average of approximately 1.3 yuan per task. It’s worth noting that the comparison benchmark here is Opus 5, not the newer Opus 5.5. A key focus of the new version is enhancing "wish-based programming" – a feature where users only provide simple requirements, and the AI independently plans and executes the entire project. DeepSeek improved this capability via reinforcement learning with self-feedback, showcasing demos including a 3D Forbidden City scene, a web-based racing game, and a Godot engine-based recreation of Portal 2. The company stated the new model reduces both task completion time and output length, with optimizations tailored for DeepSeek Harness, Tencent CodeBuddy, and WorkBuddy. Additionally, DeepSeek is opening its self-developed search engine’s Search and Fetch APIs to developers for the first time. Developers can now enable AI agents to directly search web pages and extract content. Both APIs are billed per successful request, at 5 yuan per 1,000 requests. Search requests triggered via Claude Code and Codex’s built-in web search function will be free of API call fees for the first two weeks.

，CoinShares 发布市场报告指出，美国通胀与消费数据强于预期，推动市场对美联储货币政策的预期转向鹰派，比特币及整体数字资产市场随之走弱。本周全球数字资产投资产品净流出 4.34 亿美元，显示投资者情绪在美国 CPI 数据公布后明显恶化。数据显示，美国 9 月 CPI 环比上涨 0.6%、同比上涨 3.7%，高于市场预期的 3.6%；核心 CPI 同比上涨 2.6%。同期零售销售环比增长 0.8%，远超约 0.3% 的市场预期，但剔除汽油后的零售销售仅增长 0.2%，反映部分消费增长来自能源价格上涨。报告称，通胀仍处高位、经济需求保持韧性，使美联储难以放松限制性政策。Polymarket 数据显示，截至 10 月 15 日，市场预计美联储 10 月维持利率不变的概率约为 75%，加息 25 个基点的概率约为 25%；不过，市场对年底前再次加息的预期已明显升温。CoinShares 认为，比特币短期仍面临利率预期波动带来的压力，但这并不意味着其基本面必然转弱。后续走势将取决于通胀是否降温，以及经济活动是否出现足以缓解加息压力的疲软迹象。