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Degens Deteriorating
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Retail investors’ buying streak continues:

Individual investors have been net buyers of US stocks in 23 of the last 26 weeks.

Last week marked the 7th consecutive weekly purchase and the largest in 5 months.

Retail investors have also recorded 24 straight weeks of net purchases in equity options, the longest streak on record in data going back to 2020.

This matches the 24-week stretch posted in 2023.

All retail has been net buyers of ETFs in 206 of 208 trading days so far in 2025.

Retail appetite for risk shows no sign of easing.

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"Your mom”

β€” White House spokeswoman Carol Leavitt posted a screenshot of her response

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😁4πŸ”₯2⚑1
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EBT Club member threatened that if her food stamps are put on hold, she and her boyfriend will steal food from grocery stores, and he will resort to violence if anyone tries to stop them.

Because nothing says personal growth like, β€œGuess I’ll just steal and threaten violence instead of figuring my life out.”Truly the mindset of champions.

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MAJOR BREAKING: US Appeals Court gives Trump the GREEN LIGHT to send the National Guard into Portland, Oregon to quell anti-ICE riots outside the federal facility

LET’S GO!

SEND IN THE TROOPS, 47!

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Gold is casually up another +$170/oz today without any material news at all.

Gold can see the future.

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More investors are betting on a 50 basis point Fed cut this year:

Open interest for Secured Overnight Financing Rate (SOFR) call options, which trade on Fed interest rates falling to 3.50% by year-end, jumped to 926,000 contracts, the highest on record.

This suggests the market is pricing in a 75 bps of cuts from the current 4.25%.

Open interest for SOFR call options on this bet has TRIPLED since July.

In other words, investors increasingly expect at least one 50 bps rate cut at either the October or December Fed meeting.

Is the Fed set to cut rates more aggressively?

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ZION CRE office portfolio: $1.7BN, 13% of total CRE exposure (24% UT, 19% WA, 18% CA, 15% AZ, 10% TX)

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Trans β€œpees” into glasses with wine?

What the f**k is that? Kids are there too … are they fully insane now?

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Israeli Harvard professor Avi Loeb is warning everyone to take their vacations before October 29th, saying the approach of the Manhattan-sized interstellar object 3I/ATLAS β€œcould change everything.”

Loeb still believes 3I/ATLAS could be an alien spacecraft and claims NASA isn’t telling the full truth about it.

Experts insist the object is nothing more than an interstellar comet.

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NEW: SOLANA CO-FOUNDER rajgokal ASKS sandeepnailwal "CAN YOU IMAGINE IF WE TEAMED UP" - AFTER THE POLYGON FOUNDATION CEO REVEALED THAT HE STARTED QUESTIONING HIS LOYALTY TOWARD ETHEREUM

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Vibe coders all switching from Claude Code to OpenAI Codex

GPT-5-high just dominates everything else out there rn

Huge leap in AI

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Many such cases, GPT-5 dominating

Took OpenAI long af, YEARS of nothing decent after GPT-4

But GPT-5 is indeed a massive leap

Realization slowly hitting

Huge AI wave inbound

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Gold is doing what Bitcoin will do next

You can clearly see a Euphoria in chart of gold while BTC is just consolidating.

Historically, gold tops and then bitcoin starts its parabolic run like we saw in 2017-2021.

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πŸ”₯2😁1πŸ’―1