Market Signal Briefing

Solana-based exchange-traded funds (ETFs) are seeing a steady wave of investor demand, marking their fourth consecutive day of inflows amid what analysts are calling a “capital rotation” away from Bitcoin and Ethereum. This shift highlights how traders are diversifying their portfolios toward high-growth altcoin opportunities as Bitcoin and Ether consolidate following months of strong gains.

Zcash is back in the spotlight. The privacy-focused cryptocurrency, built on zero-knowledge proofs, has seen its price skyrocket from $50 to $420 in just weeks. Now, Electric Coin Co. (ECC)—the team behind Zcash and its Zashi wallet—is rolling out an ambitious roadmap for the final quarter of 2025, aiming to make private swaps smoother, wallet security tighter, and user experience more refined.

What’s in ECC’s Q4 2025 Roadmap?ECC’s fourth-quarter roadmap outlines four main priorities designed to boost privacy, usability, and transparency in Zcash’s evolving ecosystem. The key initiatives include:

Ephemeral addresses for every swap: Each ZEC swap using the multichain NEAR Intents protocol will generate a new temporary address, making it harder to trace transactions and improving overall privacy.Automatic transparent address generation: A new transparent address will be created each time funds are received, minimizing address reuse and improving anonymity.Hardware wallet improvements: Keystone hardware wallet users will gain the ability to resync their devices more easily.Multisig wallet support: ECC will add Pay-to-Script-Hash (P2SH) multisig wallet functionality in Keystone, and use one such wallet to manage developer funds more securely.ECC’s statement summed it up clearly: their focus this quarter is on “reducing technical debt, improving privacy and usability for Zashi users, and ensuring smooth dev fund management.”

Why This Roadmap Matters for Zcash UsersZcash’s identity has always been about privacy, but balancing privacy with usability has been a constant challenge. The Q4 updates aim to close that gap. By introducing ephemeral addresses and automated address generation, ECC is tackling the long-standing issue of address reuse that can undermine user anonymity.

The move to enhance hardware wallet compatibility, particularly for Keystone users, signals ECC’s push toward more reliable self-custody solutions—a vital part of privacy-focused ecosystems.

Zcash’s Explosive Growth and Market ShiftZcash isn’t just evolving technically—it’s dominating the market again. The token’s price surge to $412 according to CryptoTicker Zcash Price page marks a massive comeback, with its market capitalization recently overtaking that of Monero, another major privacy coin.

This price rally parallels a boom in the token’s shielded supply. According to ZecHub, over 4.1 million tokens are now held within Zcash’s Orchard privacy protocol, the latest version of its zero-knowledge system. Most of that growth happened after mid-September, showing renewed confidence in private transactions.

The Bigger PictureECC’s roadmap builds on earlier milestones this year, like Zashi’s decentralized off-ramp for shielded ZEC (launched August 28) and the decentralized on-ramp (“Swaps”) released October 1. After temporarily disabling the Coinbase on-ramp over privacy concerns, ECC is now doubling down on fully private and decentralized alternatives.

The combination of technical improvements and a strong market rebound paints a clear picture: Zcash is positioning itself as the leading privacy coin for the next generation of Web3 transactions.

If ECC delivers on its Q4 roadmap, Zcash could cement its reputation as the most user-friendly privacy coin on the market—without sacrificing the cryptographic rigor it’s known for. In an era of increasing surveillance and centralized control, that’s exactly the kind of project the crypto world needs right now.

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Quick Facts:

1️⃣ $BSOL and $GSOL have recorded nearly $200M in inflows within a week of launch, marking one of the strongest ETF debuts in crypto history.

2️⃣ The massive investor interest signals confidence in crypto’s long-term potential, with recent sideways action likely just a healthy consolidation phase.

3️⃣ Now’s the time to look at the best altcoins to buy, like $HYPER, $PEPENODE, and $TRUMP.

The first-ever staking-enabled spot Solana ETFs from Bitwise ($BSOL) and Grayscale ($GSOL) launched within a day of each other last week and have taken the market by absolute storm.

Put together, they’ve recorded nearly $200M in inflows since launch, and that doesn’t even include their seed capital.

That said, it’s worth mentioning that $BSOL, which launched on October 28, a day prior to Grayscale’s $GSOL, currently dominates this two-player party with over $197M in net inflows.

$BSOL, by the way, pulled in a staggering $69.5M in inflows on its very first day, making it the biggest crypto ETF launch since Ethereum.

What a week for $BSOL, besides the big volume, it led all crypto ETPs by a country mile in weekly flows with +$417m. It also ranked it 16th in overall flows for the week. Big time debut – Bloomberg Senior ETF Analyst Eric Balchunas

According to Eric Balchunas, the fact that $GSOL launched a day after $BSOL caused it to lose some steam, as investors poured into the first available opportunity.

Even so, $GSOL’s $2.2M in cumulative net inflows is impressive, especially considering it carries a higher 0.35% fee, compared to 0.2% for $BSOL.

Such strong investor interest in a product that makes crypto more accessible to the public is a clear sign that there is undoubtedly huge demand for these tokens.

This also means that despite the last few weeks of sideways action across the crypto landscape – whether that’s Solana, Bitcoin, or Ethereum – it’s only a bump in the road.

In all likelihood, it’s a healthy consolidation phase where crypto is resting and gathering steam before its next major rally.

Now, if you want to get positioned before the larger bullish trend resumes, consider investing in low-cap, under-the-radar altcoins that could 10x, 100x, or even 1000x your investment.

Here are our top three suggestions for the best altcoins to buy now.

1. Bitcoin Hyper ($HYPER) – Bringing Real-World Utility to Bitcoin with Solana-Like Speed
Bitcoin Hyper ($HYPER) allows you to ride Bitcoin’s foray into real-world utility and potentially make life-changing returns in the process.

That’s because $HYPER is building a new Layer-2 solution that will bring Solana-like speeds, low fees, and Web3 support to Bitcoin.

It will do so by integrating the Solana Virtual Machine (SVM), which will empower $HYPER to execute thousands of transactions simultaneously, as long as they’re unrelated.

On top of that, developers on Bitcoin will also be able to use $HYPER to build smart contracts and decentralized applications, finally opening the door to Web3 and DeFi on Bitcoin.

So, if you buy Bitcoin Hyper, you’ll be able to access high-speed DeFi trading apps, DAOs, governance, lending, staking, swapping, and gaming dApps on Bitcoin – without having to leave Bitcoin’s secure environment.

It’s worth noting that a non-custodial canonical bridge will power seamless interaction between Bitcoin’s Layer-1 and Hyper’s Layer-2 networks.

It’ll lock your original Bitcoin and mint an equivalent amount of Layer-2 compatible tokens, allowing you to seamlessly access the SVM-powered Web3.

The best part? Bitcoin Hyper is currently in presale, which means you can grab it for a super low price of $0.013205.

And according to our $HYPER price prediction, those who get in now could make a staggering 1,400% ROI by the end of 2026.

2. PepeNode ($PEPENODE) – Unique Mine-to-Earn Cryptocurrency Project

PepeNode ($PEPENODE) is offering a never-before-seen way to engage in crypto mining. Its gamified mining ecosystem, albeit virtual, offers real rewards.

All you have to do is buy $PEPENODE tokens, furnish the empty virtual server room you get with meme nodes, and create the perfect mining setup to rank as high as possible on PepeNode’s mining leaderboard.

When PepeNode’s TGE (token generation event) completes and its virtual mining simulator goes live, rewards in the form of free $PEPENODE, $PEPE, and $FARTCOIN tokens will be distributed to the top players on the leaderboard.

The best part about PepeNode is that, unlike traditional crypto mining, it’s extremely affordable and doesn’t require any technical know-how to get started.

The only caveat is that you’ll need to experiment with different combinations of meme nodes, since each one carries unique characteristics, mining capabilities, and compatibility factors.

Currently in presale, PepeNode has already raised over $2M from early investors, with each token priced at just $0.0011272.

Based on our $PEPENODE price prediction, a $100 investment today could turn into $642 by the end of 2026, and potentially $2,300 by the end of 2030.

3. OFFICIAL TRUMP ($TRUMP) – Donald Trump’s Personal Meme Coin Preparing for a Leg Up

OFFICIAL TRUMP ($TRUMP) absolutely skyrocketed immediately after listing, coming from nowhere to become the 5th biggest meme coin in the world.

However, since then, Donald Trump’s declining popularity among market participants, largely due to his tariff wars, has led to a steady decline in $TRUMP’s price.

Now though, in light of the U.S.’s latest trade deal with China and Donald Trump’s pro-crypto moves, most notably his pardoning of the hyper-popular Binance founder CZ, a strong revival has taken place in his own meme coin, which is now up over 40% in the last 10 days.

Most importantly, $TRUMP has now broken out of a long-drawn downward-sloping resistance line and looks primed for a strong rally – one that could take it to around $24, representing a massive 220% gain from current levels.

Fancy some PolitFi meme coin action? Buy $TRUMP on Binance today.

Recap: With spot Solana ETFs posting record-breaking inflow numbers, the stage is set for low-cap coins to ride the trend. Top choices include Bitcoin Hyper ($HYPER), PepeNode ($PEPENODE), and OFFICIAL TRUMP ($TRUMP).

Disclaimer: Invest in crypto only after doing your own research. The market is highly volatile and unpredictable. None of the above information is financial advice.

Authored by Krishi Chowdhary, Bitcoinist – https://bitcoinist.com/best-altcoins-to-buy-us-spot-solana-etfs-see-200m-inflows-first-week

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

Dogecoin’s latest two-week chart analysis suggests the cryptocurrency could be gearing up for a new explosive rally. According to trader and market analyst Trader Tardigrade, the Relative Strength Index (RSI) for Dogecoin has settled at levels similar to those seen before price rallies in the past two years or so. 

This technical observation is based on Dogecoin’s steady uptrend along a long-standing support line since 2023 and points to its price action currently being in a possible early stage of accumulation before another leg upward.

Dogecoin RSI Now Showing Pre-Breakout Signals
The RSI is an indicator that has consistently aligned with Dogecoin’s strongest rallies in this cycle. According to the current 2-week candlestick setup shared by Trader Tardigrade, the RSI is currently trading stable within the same low range that has preceded Dogecoin’s previous upward rises since 2023. 

Each of the three major RSI dips, as shown on the price chart below, has coincided with price retests of the red ascending trendline. This event is notable because the first two dips were followed by significant upward movements in the Dogecoin price. Right now, the present RSI position is at its third dip, and it can be inferred that the meme coin may once again be approaching a launch point similar to those that led to past price surges.

The long-term support trendline drawn from mid-2023 has acted as a reliable price base for Dogecoin’s recovery cycles. Price action has tested this line multiple times without breaking below it, and this has led to the creation of higher highs and higher lows. 

Dogecoin 2W Candlestick Price Chart. Source: Trader Tardigrade On X

Although Dogecoin broke below the trendline in the middle of October, this breakdown was very brief with a long wick. Based on Dogecoin’s price action in October, the most recent interaction with this trendline is just above $0.17. This latest interaction has been highlighted with stability above this price level, and this is another early sign of technical strength.

DOGEUSD currently trading at $0.18. Chart: TradingView
What To Expect If The Pattern Holds
If this recurring structure between RSI and price maintains its consistency, Dogecoin could be about to embark on its third notable bullish run since early 2024. The most possible scenario is another rally that plays out over multiple weeks, as seen in the past two rallies.

The last rally saw the Dogecoin price just around $0.5 in December 2024. Therefore, another rally from this point will see the creation of another higher high above $0.5 at least. The projection within the analyst’s chart, which is based on how the last rally plays out, points to a target around $0.8.

At the time of writing, Dogecoin is trading at $0.1877, up by 0.5% in the past 24 hours. Reaching $0.8 will translate to new all-time highs and a 228% increase from the current price level. 

As long as the RSI holds its current base and the price stays above the ascending support, the sentiment surrounding Dogecoin may gradually shift from consolidation to rally alongside the rest of the crypto market.

Featured image from Unsplash, chart from TradingView

Elon Musk, the Tesla billionaire whose electric car company holds more than $1 billion worth of bitcoin, has again warned the U.S. is hurtling toward bankruptcy (just as U.S Treasury secretary Scott Bessent issued a surprise bitcoin endorsement).

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Musk, who has set crypto alarm bells ringing by moving some of the near-$1 billion worth of bitcoin he also controls via his rocket company SpaceX, helped U.S. president Donald Trump back into the White House last year with his dire warnings of imminent financial catastrophe.

Now, as traders brace for the “mother of all” Federal Reserve pivots, Musk has warned it’s not possible to solve the U.S. debt crisis without growing the economy at a fantastic pace—something that bitcoin supporters think will blow up the bitcoin price.

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Forbes‘This Is A Signal’—U.S. Treasury Secretary Sparks Wild Bitcoin Speculation As Traders Brace For Price ShockBy Billy Bambrough

MORE FOR YOU

Tesla billionaire Elon Musk, the founder of Tesla and SpaceX, has warned the U.S. is heading for bankruptcy—something many bitcoin supporters think could turbo-charge the bitcoin price.

Anadolu Agency via Getty Images

“It would be accurate to say that even unless you could go like super draconian … on cutting waste waste and fraud which you can’t really do in a democratic country then …. there’s no way to solve the the the debt crisis,” Musk told podcaster Joe Rogan.

U.S. debt has skyrocketed in recent years following huge government spending through the Covid-era and lockdowns, with interest rates that were rapidly hiked to rein in inflation adding to the cost of servicing the ballooning $38 trillion U.S. debt pile.

“The interest on a national debt is bigger than the entire the entire military budget and growing. This is crazy,” Musk told Rogan during their marathon three-hour conversation.

Musk, who joined the Trump administration via his Doge department of government efficiency, dramatically fell out with president Donald Trump earlier this year over Trump’s signature tax and spend bill that’s expected to add trillions of dollars to the national debt over the next decade.

Musk then confirmed speculation his new America Party would adopt bitcoin, calling the U.S. dollar and other so-called fiat currencies that aren’t backed by assets, “hopeless.”

However, Musk appears to have since all-but given up on the idea of preventing the U.S. from falling into “bankruptcy” via cost-cutting.

“Even if you implement all these savings, you’re only delaying the day of reckoning for when America becomes goes bankrupt,” Musk said. “I came to the conclusion that the only way that the only way to get us out of the debt crisis and to prevent America from going bankrupt is AI and robotics. We need to grow the economy at a rate that allows us to pay off our debt."

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Forbes‘Get Ready’—Countdown To The ‘Mother-Of-All’ Fed Pivots Begins As The Bitcoin Price Suddenly SoarsBy Billy Bambrough

The bitcoin price has rocketed higher over the last few years, rising along with the soaring U.S. debt pile.

Forbes Digital Assets

The spiraling U.S. debt pile topped $38 trillion last month, up, $500 billion in October alone, according to analysts with The Kobeissi Letter.

“It is a horrible, no good situation,” Anthony Pompliano, a bitcoin and crypto influencer and the chief executive of Professional Capital Management, wrote in an emailed note.

“The only thing I know to do is opt-out of the broken system with some portion of my economic value. The higher the national debt goes, the higher bitcoin will go. And it doesn’t appear either of them will stop any time soon.”

On Sunday, Nov. 2, bitcoin is coasting along at $110,896 to $111,087 over the past 60 minutes, securing a market cap of $2.21 trillion and churning out a 24-hour trading volume of $32.63 billion. The intraday price range flirted between $109,713 and $111,129, teasing breakout watchers but ultimately keeping its cards close to the vest.

Compounding dividends can lead to life-changing returns.

It can be fun to bet on small, speculative growth stocks to make quick bucks in the market. But if you want to sleep easier at night, look for well-established, dividend-paying companies that can give you a reliable income for years or even decades into the future.

Let's explore some reasons why Realty Income Corporation (O +0.59%) and Phillip Morris International (PM 0.99%) could make excellent long-term buys.

Image source: Getty Images.

Income Realty Corporation
It is often said that real estate is one of the most reliable investments because everyone needs a place to live and do business, and the world isn't making any new land -- unless, of course, the Arctic melts or something. That said, betting on this industry can be challenging because of issues like property taxes, repairs, and bad tenants. Real estate investment trusts (REITs) like Realty Income Corp allow investors to bypass these challenges while getting exposure to the upside.

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The company holds a diversified portfolio of commercial real estate assets, boasting a significant allocation to relatively safe industries like grocery stores, dollars stores, and auto repair shops, which can maintain demand even in a bad economy. This characteristic can make the company's operations somewhat recession-resistant, which is a crucial advantage in this increasingly uncertain economy.

Realty Income further boosts its safety through triple-net leases where the tenant is responsible for property-level operating costs like property taxes, insurance, and maintenance. This strategy helps protect Realty Income from inflation while making its revenue streams more predictable long term.

With a forward price-to-earnings (P/E) multiple of 37, Realty Income trades at a sharp premium to the S&P 500 average of 22. But you get what you pay for, and the company's size and track record make it stand out from smaller, less established alternatives. Realty Income sweetens the deal with a market-trouncing dividend yield of 5.5%, which it has managed to increase 131 times since its initial public offering (IPO) in 1994.

Phillip Morris International
It may seem hard to believe now, but during the mid-20th century, the tobacco industry generated explosive cumulative growth, akin to big tech today. While those days of heady expansion are over (mainly because of regulation and increasing health consciousness), the industry is still a cash cow because of its relatively low costs, brand stickiness, and addictive nature. Phillip Morris aims to future-proof its business through an aggressive pivot to alternative forms of nicotine.

As of the third quarter, smoke-free products accounted for a whopping 41% ($4.4 billion) of Phillip Morris's net revenue. And this side of the business enjoys encouraging growth drivers from Iqos, its proprietary heated tobacco platform. The recent acquisition of Swedish Match further strengthens Phillip Morris's position in the smoke-free segment and has expanded its global distribution network, especially in the U.S. market.

With a forward price-to-earnings (P/E) multiple of 18.8, Phillip Morris shares trade at a reasonable valuation, which is a big plus for fundamentals-focused investors because it leaves room for future growth. And when it comes to dividends, the company also stands out with a dividend yield of 4.01% compared to the S&P 500 average of just 1.13%.

Don't underestimate compounding returns
It can be tempting to hunt for the next explosive stock that promises to make you a millionaire overnight. But volatility is usually a two-way street. And over the long term, the stock market has averaged a yearly return of 10% despite all the ups and downs. With that in mind, investors can benefit from buy-and-forget stocks built to stand the test of time.

With dividend yields of 5.6% and 4% annually, Realty Income Corporation and Phillip Morris International take you halfway to the market's average return, while also offering significant potential for capital appreciation because of their stable, recession-resistant business models.

The problem with bubbles is you never know when they will pop or how long the fallout will linger.

Investment bubbles have distinct phases, with the last one being the most painful. Indeed, the excitement can get so fevered that a bubble's collapse can be deep and even take the entire market down along with it. It looks like artificial intelligence (AI) may be a building bubble, with Nvidia (NVDA 0.20%) the poster child for the technology.

Will Nvidia be a safe bet even if the AI bubble deflates?

What does a bubble look like?
Broadly speaking, there are five different phases to an investment bubble. Using artificial intelligence as the example here, displacement was when the new technology came on the scene. The boom has been taking place, as investors rush in to buy AI-related stocks, bidding up their prices. Euphoria is the next stage, which is when investors start to make irrational decisions in the belief that AI-related stocks can only go up.

Image source: Getty Images.

It's worthwhile to take a quick pause here, because there are very clear signs that AI is in this stage. An example is Opendoor Technologies (OPEN +5.86%), which had fallen into penny stock land not too long ago. It was even forced to plan a reverse stock split to regain compliance with exchange listing rules. At least, until the company brought in a new CEO who just so happened to talk about using AI to turn the house-flipping company's fortunes around.

Despite nothing at all having actually been changed at the company when he talked about using AI, the stock skyrocketed just on the incoming CEO's comments. That's the type of thing that happens when a bubble is in the euphoria stage.

The fourth stage of a bubble is the peak. It is hard to know when this comes along, but it sounds like what it is. Stock prices reach a point where investors start to question whether the good times can continue, and a few start to take profits. That is often, sometimes quickly, followed by the final stage of collapse. This is when the rest of the market follows the early money out the door, and stock prices plunge.

At this point, AI hasn't reached stages four and five, with stage four being more of a point in time than an actual lengthened period of time.

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Will Nvidia avoid the pain?
Nvidia is at the core of the AI revolution with its high-tech computer chips in high demand. They are the "brains" that power AI. AI will always need high-powered chips, so it may seem reasonable to think that Nvidia can weather the AI bubble popping. That's not likely.

The problem with bubbles is that investors get so excited that they are willing to buy just about anything and pay just about any price. Still, you could easily argue that Nvidia's valuation isn't outlandish right now, perhaps highlighting that the stock's price-to-earnings ratio is actually below its five-year average. That fact probably won't matter when the peak is reached and the bubble collapses. That's because in the collapse, investors will sell anything related to AI just to get out of the investment theme.

Greed pumps the bubble up and fear deflates it. But as is so often true on Wall Street, these emotions swing the pendulum to the extreme. And even good businesses lose massive amounts of value that can take decades to rebuild.

Take Cisco Systems (CSCO +0.27%) as an example. The dot.com bubble burst at the turn of the century. Some 25 years later, the stock still hasn't regained its peak valuation. Even if Nvidia avoids that outcome, it is highly unlikely it will be able to sidestep the AI collapse that will happen when the bubble finally deflates. In fact, given the increasing importance of AI-related stocks to the performance of the broader market, Wall Street will be lucky if it avoids a deep and painful bear market.

To put a number on that, Nvidia, Apple (AAPL 0.31%), and Microsoft (MSFT 1.51%) make up 21% of the S&P 500 (SNPINDEX: ^GSPC). That's just three of the 500 or so stocks in the index, and they all have an AI component to them. Technology, meanwhile, accounts for nearly 35% of assets. If AI goes south, it is unlikely that Nvidia will avoid the pain, and it is highly likely that there will be a bear market, too.

There's no way to know when the bubble bursts
The big problem here is that there's no way to know when the AI bubble will burst. Bubbles have a habit of lasting longer than you believe possible. If you own Nvidia and have large profits in the stock, the best course of action may be to simply take some money off the table by selling a portion of your position. That way, you lock in some gains but still allow yourself the opportunity to participate if the stock keeps rising.

Just prepare yourself for the bubble bursting, which could come at any time and happen very, very quickly.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

The semiconductor bellwether's latest quarterly report points toward a bright future and the potential for more upside in the coming year.

ASML Holding (ASML 1.49%) is one of the most important companies in the global semiconductor supply chain. It makes the machines that help chipmakers and foundries print advanced chips that power several artificial intelligence (AI)-focused applications, ranging from data centers to smartphones to computers to cars, among other things.

The Dutch company has clocked respectable gains of 49% on the stock market in the past year, though it is worth noting that almost all of those gains have arrived in the past three months. ASML stock struggled for traction last year owing to various factors such as the ban on the sale of its machines to China, followed by the tariff-fueled trade war and the slower-than-expected recovery in certain semiconductor niches.

However, the stock has picked up impressive momentum of late thanks to its improving 2026 outlook. But will it be able to sustain this trajectory over the next year?

ASML is now confident of achieving growth in 2026
ASML stock took a big hit a year ago after the company's guidance for 2025 disappointed investors. The chip bellwether said its revenue for this year would land between 30 billion euros and 35 billion euros, which was the lower half of its original guidance range of 30 billion euros to 40 billion euros.

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Again, investors were spooked earlier this year when ASML said it couldn't "confirm" if it would report growth in 2026. Management's cautiousness was driven by macroeconomic and geopolitical concerns, which can be attributed to tariff-related concerns. However, ASML changed its tone when it released its third-quarter results recently.

The company stated in its press release that it "does not expect 2026 total net sales to be below 2025." That's not surprising, as ASML has witnessed a nice pickup in the value of orders it received last quarter. Its net bookings, which refer to system sales orders for which the company has received written authorizations, came in at 5.4 billion euros last quarter. That was a major improvement over the year-ago period's bookings of 2.6 billion euros.

It is worth noting that two-thirds of ASML's bookings were for its extreme ultraviolet (EUV) lithography systems last quarter, coming in at 3.6 billion euros. That's a massive leap from the year-ago period, when ASML received 1.4 billion euros worth of orders for its EUV machines.

It is easy to see why the demand for the company's EUV systems has shot up remarkably. These machines enable chipmakers and foundries to manufacture advanced chips using small process nodes below 7 nanometers (nm). The chips that are being used in AI data centers, smartphones, and computers are all manufactured on process nodes measuring 3nm to 5nm in size.

That's the reason why foundry giant TSMC, which is one of ASML's customers, got 60% of its Q3 revenue from fabricating 3nm and 5nm chips for its customers. Another point worth noting is that 87% of TSMC's revenue last quarter came from selling chips for high-performance computing and smartphone applications.

The good part is that both of these markets are on track to grow nicely in 2026. Market research firm Gartner forecasts an increase of 51% in shipments of generative AI smartphones next year. Meanwhile, Citigroup is now expecting AI infrastructure capital spending by big tech companies to hit $490 billion in 2026, compared to its prior estimate of $420 billion.

That would be a big increase over 2025's estimated big tech capital expenditures of $364 billion. This heavy spending is going to be a tailwind for ASML as it is likely to receive more orders for advanced chipmaking equipment. In fact, TSMC pointed out on its latest earnings call that 70% of its $41 billion capital spending for 2025 will be directed at advanced process nodes.

As such, it won't be surprising to see ASML eventually upgrading its guidance for 2026 in the coming months.

Investors can expect the stock to head higher in the coming year
ASML's median 12-month price target is $1,140, as per 40 analysts who cover the stock. That points toward a potential jump of 7% from current levels. Consensus estimates are projecting an increase of just 5% in ASML's earnings in 2026, which would be a step down from its estimated 2025 earnings growth of 28%.

But then, investors should note that 17 analysts have raised their earnings expectations for 2026 in the past month. The company's improving order inflow and the solid spending that's expected on AI chips used in data centers and other devices next year should allow ASML to continue building its momentum and clock stronger growth than what analysts are expecting.

So, don't be surprised to see ASML exceeding its 12-month price target in the next year, which is why it would be a good idea to continue holding this AI stock in anticipation of more upside.

GM's EV sales could take a hit in Q4, but a cheap stock price and decent dividend should keep GM stock safe.

In case you hadn't heard, General Motors (GM +0.61%) had a fabulous third quarter.

Non-GAAP (adjusted) earnings came in well above expectations, and sales, while down 0.3% year over year, also topped forecasts from Wall Street analysts. GM scored $48.6 billion in total sales for the quarter, and then raised guidance for the rest of this year.

GM sold 710,000 vehicles in the U.S. in Q3 -- the best result of any automaker. Year to date, sales are up 20% year over year at 2.2 million vehicles. All things considered, "no one is in a stronger position for a changing U.S. market than GM," according to GM North American President Duncan Aldred.

And part of the reason for that is the Chevrolet Equinox electric SUV.

Introducing GM's most successful EV
Excluding only models from Tesla, GM's Chevy Equinox has become "the best-selling EV in the U.S.," says electric cars news site Electrek. The Equinox EV has real sales momentum, scoring more than 25,000 sales in Q3 alone -- nearly as many as it sold in Q1 and Q2 combined.

Partly, this was a function of EV shoppers rushing to place their orders before the federal government shut down its EV income tax credit at the end of the quarter. But it's also a function of the vehicle's quality. As Electrek points out, the Equinox EV boasts a 319-mile range fully charged (that's roughly equivalent to the range of Tesla's Model Y electric SUV), but has a starting MSRP under $35,000 -- $5,000 less than the cheapest Model Y available.

Even without much help from "incentives," says Electrek, the Equinox EV "has been GM's biggest hit," moving 25,085 units in Q3 alone, thanks largely to its average sales price beating those of most other top-selling EVs.

But for GM, this good news is about to turn into some bad news.

Taxes and credits and recalls (oh my!)
GM's most obvious problem with the Equinox is also one of the biggest reasons the SUV sold so well in Q3. The $7,500 government tax credit that encouraged car shoppers to bite the bullet and buy a new Equinox EV before the credit expired at the end of Q3... has now expired. Removing this government incentive is almost certain to diminish demand for the Equinox EV -- indeed, for all EVs -- in Q4 and beyond.

But it turns out Chevrolet has a second problem with the Equinox EV, above and beyond rebate quirks and U.S. tax law: Just last week, the U.S. National Highway Transport Safety Administration announced a recall on the Equinox EV.

In a notice dated Oct. 16, NHTSA announced the recall of 22,914 Cadillac Optic and Chevrolet Equinox EV vehicles from the 2025-2026 model years. (Also built by GM, but at the luxury Cadillac division, the electric Optic SUV is essentially an upgraded, premium version of the Equinox EV, sharing the same platform and the same battery technology.)

GM sold 4,886 Optiqs in Q3, by the way. Add these to the 25,085 Equinoxes sold in the quarter, then divide the total into the 22,914 Optiqs and Equinox EVs recalled... and effectively 76% of GM's Q3 sales of these two models just got recalled.

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What it means for General Motors stock
Now the good news is that this isn't necessarily GM's fault. According to NHTSA, it's recalling only Optiq and Equinox EVs "equipped with 21-inch Continental all-season tires," because "one or more of these tires may experience partial or full tread detachment." That makes it sound like this is a problem caused by the tires' manufacturer, Germany's Continental AG, and not by GM.

It also doesn't sound like a particularly difficult problem to fix, as NHTSA says all a car owner needs to do is bring the affected EV into a GM dealership to have the tires examined and replaced if necessary -- free of charge. So not much more complicated or time consuming than a tire rotation.

Still, getting tagged with a recall notice may take some wind out of GM's sales and depress sales of the Equinox temporarily -- at a time, right after the expiration of the government tax credits, when sales were already bound to be slow.

So what does this mean for GM, and for GM stock investors? Up until the recall announcement, analysts polled by S&P Global Market Intelligence were expecting GM to book $185.8 billion in sales this year, and earn $8.77 per share on those sales. A sharper-than-expected slowdown in EV sales on GM's most popular EV could blunt those numbers a bit.

All this said, with GM stock selling for less than 8 times earnings, expected to grow earnings 8.5% annually over the next five years, and paying a modest 0.9% dividend yield, the stock looks cheap to me. Even in the face of this recall announcement, I think it's probably safe to continue to own GM stock.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

The company has a daring plan to produce critical metals from the seafloor, but it might not be worth the wait.

After jumping more than 50% in the first two weeks of October, shares of prospective deep-sea minerals company The Metals Company (TMC 0.70%) have tumbled 36.1% over the last two weeks:

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The stock is still up more than 500% this year. Is it likely to climb even higher, or will it continue to sink like a rock to the bottom of the ocean? Here's what investors need to know.

Poly what nodu-who?
The Metals Company is aptly named. It's focused on collecting, processing, and refining metals from the Pacific Ocean seafloor.

Specifically, The Metals Company is focused on "polymetallic nodules." Tons of these potato-sized rocks are just laying around on the Pacific Ocean seafloor. They may look unremarkable, but they're rich in the metals manganese, cobalt, nickel, and copper. While none of these metals are "rare earth" elements, they have plenty of industrial uses -- particularly in electric vehicle (EV) batteries.

The nodules are particularly prevalent in the Clarion-Clipperton Zone (CCZ), which stretches from just south of Hawaii to just southeast of the Baja California peninsula on the west coast of Mexico. The Metals Company is proposing to collect, refine, and sell the metals from nodules in this area.

Waiting for the green light
You'll notice I said, "proposing to collect, refine, and sell." That's because The Metals Company hasn't actually launched any commercial operations yet.

The CCZ is located in international waters, and is regulated by the International Seabed Authority (ISA), a United Nations affiliate. Currently, The Metals Company has exploration contracts from the ISA for two areas of the CCZ, but it doesn't have any contracts to actually collect the nodules. Nor does it have any permits to build processing facilities for the nodules on land. In other words, the company is highly speculative, and it hasn't released any recent news that suggests it's anywhere near turning this idea into a viable business.

So why has its stock soared?

A Chinese counterweight
Remember, the four important metals in polymetallic nodules are copper, cobalt, nickel, and manganese. Copper, cobalt, and nickel are all considered critical metals by the U.S. and other major world economies. China is the world's leading producer of refined manganese, cobalt, and copper, and the second-largest producer of refined nickel after Indonesia.

So when China announced on Oct. 9 that it was tightening export controls on rare earth elements like neodymium -- a critical component in industrial magnets -- the world got spooked. Manufacturers that rely on Chinese metals, including big tech companies and defense contractors, became concerned about possible global supply chain disruptions. This caused stocks of mining companies to jump in anticipation of potential higher demand from non-Chinese sources.

The Metals Company saw a particularly big jump, likely due to speculation that competition with China would speed up the permitting process for a potential non-Chinese source of critical minerals. However, in the subsequent weeks, the White House has made conciliatory comments and expressed optimism about cutting a trade deal with China, and The Metals Company's stock has declined 36.1%.

Will the stock go higher?
There are reasons to believe that China's recent threats to withhold rare earth elements has made the world -- including U.S. and ISA regulators -- more sympathetic to approving new sources of critical metals.

The problem for The Metals Company is that even if it acquires all the necessary permits, it doesn't own a fleet of ships, seafloor excavation equipment, or processing facilities to smelt the various metal ores from those rocks. It currently has an agreement with contractor Allseas for use of a single ship through the end of 2026, and a similar agreement with Japanese smelter PAMCO to process nodules in exchange for 1.3 million tons of the first 3 million tons of nodules collected. But even The Metals Company estimates commercial production won't even begin until Q4 2027, and won't fully scale until 2043. That's a long time to wait to see if this investment will pay off.

So, no, unless the U.S.-China trade talks that are set to be held later this week go really badly, resulting in a sudden global shortage of a metal TMC does plan to mine (like copper or manganese), a rebound seems unlikely in the short term. And even if a short-term rebound happens, long-term success is far from guaranteed.

A seasonally potent earnings report along with a likely theatrical blockbuster and a new theme park attraction will keep Disney moving this month.

Walt Disney (DIS +0.77%) has a lot on its plate as we head into Thanksgiving later this month. The iconic media stock finds itself trading only marginally higher in 2025. It enters November negotiating with YouTube TV to gets ESPN, ABC, and other of media networks back on the live TV streaming service.

Unlike last year -- when Disney put out the year's three highest grossing films worldwide -- it has just one of the nine top draws in 2025. It's still the world's most prolific theme park operator, but its closest rival just reported a big jump for its gated attractions business last week on the strength of a new bar-raising destination.

Can a new Disney World experience, encouraging financial results, and a fresh theatrical release get it back on track? Let's take a closer look at some of the dates that Disney investors will want to circle in November.

Image source: Disney.

1. Nov. 7
Theme parks may stir up nostalgia, but they are never supposed to be time capsules. The experience needs to evolve to exceed rising price tags and expectations, and that brings us to the official opening of "Zootopia: Better Zoogether" at Disney's Animal Kingdom in Florida next weekend.

Based on Disney's popular Zootopia animated franchise, the animated 3D show has in-theater effects replicating confetti launches, stampedes, and spitting animals. It replaces "It's Tough To Be a Bug," one of the few remaining attractions from when Disney World's fourth theme park opened 27 years ago.

There are much bigger changes coming to Disney World's gated attractions in the years to come. However, as the world's most-visited theme park resort starts to gear up for the popular holiday season, it's always good to have something new for guests to experience.

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2. Nov. 13
Zootopia-related events will serve as bookends this month. The meaty center in this sandwich will be Disney's fresh financial results. There's a lot riding on the fiscal fourth-quarter results that the House of Mouse will be reporting on the morning of Nov. 13.

Wall Street pros aren't holding out for much. Analysts are modeling $27.8 billion in revenue, a less than 1% year-over-year increase. The bottom-line outlook isn't better. The $1.03 a share profit that the market is expecting is a 10% decline. A silver lining here is that Disney has come through with double-digit percentage earnings beats in each of the three previous quarters.

What was holding Disney back this summer? It fared better on the theatrical front last year with Inside Out 2 and Deadpool & Wolverine. On the theme park front, rival Comcast (CMCSA +1.88%) opened the Epic Universe theme park at its Universal Orlando resort in May -- minutes away from Disney World. Comcast announced financial results on Thursday, turning heads with a 19% increase in revenue for its theme parks business for the first full quarter for Epic Universe operations. Will those gains come at the expense of Disney World's tourist magnets or did an uptick in tourist counts benefit the leader?

There are also some big questions to answer with Disney's streaming business. Did Disney+ hold up under the threat of cancellations over the short-lived Jimmy Kimmel suspension? Are subscribers on board with the full-featured ESPN streaming service that launched in August? One thing that happened after the quarter came to a close was subscription prices going up again. Will Disney offer any color on potential churn following the Oct. 21 price hike?

Disney is a bellwether of entertainment stocks. In less than two weeks, its own earnings season appearance will be required reading or hearing for all industry investors.

3. Nov. 26
A weak year at the multiplex should get a boost in the final few weeks of the year. Zootopia 2 hits theaters on Thanksgiving Eve. Avatar: Fire and Ash will premiere in December, a lock to be the biggest film among this year's theatrical releases.

Zootopia 2 should draw well. The original animated feature came out in 2016, one of just four movies to top $1 billion in ticket sales worldwide that year. It's also probably worth mentioning that three of the four biggest movies of 2024 -- from any studio -- happened to be animated sequels. It's the right film at the right time to boost Disney in a year that hasn't gone right as often as investors would like.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

The gold (XAU) market continues to respond to shifts in the United States’ macroeconomic and policy environment. The price briefly dropped below the $4,000 per ounce mark but quickly recovered to close the week above that level. The decline from the record high of $4,380 appears to reflect profit-taking at year-end rather than a shift in fundamentals.

Broader economic signals continue to support the long-term bullish case for gold. These include trends in labour markets, consumer confidence, liquidity conditions, and geopolitical risks. This article examines recent market developments and their likely impact on gold prices.

Fed Cuts Rates but Signals Pause
The Federal Reserve reduced the target range for the federal funds rate by 25 basis points to 3.75%-4.00%. However, Chair Jerome Powell quickly dampened hopes of another cut in December. He stated, “A further reduction in the policy rate at the December meeting is not a foregone conclusion,” adding that there is “a growing chorus among officials to at least wait a cycle,” signalling a deliberate pause.

This cautious stance is not unwarranted. Labour market data indicate slowing momentum. It is found that the ADP’s new four-week average showed only 14,250 private-sector job gains as of October 11, 2025. At the same time, the Chicago Fed projects that the unemployment rate will rise to 4.35% in October, signalling a slow but steady deterioration in labour conditions. Slower job growth supports lower interest rates, which serve as a tailwind for gold.

However, Powell’s reluctance to promise more cuts undermines some of that support in the near term. The gold price continues to consolidate around $4,000 key level, following this shift in sentiment, as traders begin to reassess how far the Fed is willing to ease.

Confidence Falls While Inflation Expectations Increase
Consumer confidence metrics present a troubling outlook. The chart below shows that the Conference Board’s headline index dropped to 94.6 in October. This level is the lowest reading since the onset of the pandemic.

On the other hand, the expectations index dropped to 71.5. Historically, readings below 80 have preceded recessions. This index has remained below that threshold since February, indicating persistent pessimism about the economy’s trajectory.

Moreover, inflation expectations remain elevated. The chart below shows that the University of Michigan’s one-year and five-year inflation expectations held at 4.6% and 3.9%, respectively. This aligns with the University of Michigan’s earlier report and supports gold’s inflation-hedge narrative. When consumers expect higher inflation while also losing confidence in economic growth, gold prices tend to benefit.

These indicators suggest that despite short-term volatility in the gold market, the price is adjusting rather than reversing.

Liquidity Cracks Begin to Surface
The market liquidity metrics present a mixed picture. The Chicago Fed National Financial Conditions Index dropped to -0.549, indicating loose financial conditions. This environment would support equities over gold. However, the deeper indicators show a different picture.

Chair Jerome Powell confirmed that the Federal Reserve will end its quantitative tightening program on December 1. The decision aims to ease growing pressure on liquidity. The drop in bank reserves has started to strain short-term funding markets. Over the past three years, the Fed has reduced its balance sheet by $2.4 trillion. However, the impact on liquidity is only now becoming visible.

The chart below shows that a $29 billion injection into the banking system last week signals mounting pressure.

The headline liquidity indicators suggest an easy environment, but the gold market is beginning to price in what lies beneath. The Fed’s urgent decision to end QT and inject $29 billion into the system reveals a liquidity fragility in the banking sector. This fragility is not yet visible in broad indexes but is reflected in the behaviour of central banks.

When central liquidity weakens and policy pivots begin to form behind the scenes, gold gains strategic appeal. Investors recognise that even with loose financial conditions on paper, the system is shifting toward intervention. This pre-emptive support signals deeper risk and reinforces gold’s role as a hedge against structural cracks, not just inflation or rate cuts.

Recession Risks Grow Across Key Economic Indicators
Economic growth is slowing beyond just the Fed and financial markets. The chart below shows that the Philadelphia Fed’s coincident economic activity index is approaching recessionary territory. Declines below 2.5% typically occur just before a recession begins. These signals indicate growing downside risks, given the weak labour growth and consumer sentiment.

On the other hand, recent developments in international trade have also contributed to short-term fluctuations in gold prices. A temporary agreement between the US and China led to reduced trade restrictions and improved commodity flows.

This included lower tariffs and delays in specific export controls. While the announcement helped ease market tensions, the limited scope and duration of the deal raised questions about its long-term impact. As a result, gold prices reacted to the initial optimism and the underlying uncertainty.

Some analysts suggest that the recent trade agreement provides short-term stability rather than a lasting solution. Ongoing uncertainties in global trade continue to weigh on market sentiment. In these environments, gold attracts increased interest as a safe-haven asset.

The easing of trade restrictions in the technology sector has provided short-term relief to the market. However, broader uncertainties persist regarding global supply chains and long-term competitiveness. In this environment of unresolved uncertainty, gold remains a preferred store of value.

Gold and Silver Price Patterns Signal Long-Term Breakout Potential
Gold Holds Ascending Channel as October Correction Finds Support
The gold chart below shows that the price has been trading within a long-term ascending channel since the first quarter of 2023. Gold held this structure for several months before breaking above the channel’s resistance in September 2025. It then reached the extension zone near the $4,400 level, peaking at $4,380 in October.

October is a seasonal period for corrections in gold, and the price pulled back sharply from this resistance zone. It declined toward the ascending channel support near the $3,890 level.

After hitting support, gold formed a candle wick, signalling strong buying interest around that zone. The consolidation in October suggests that gold is forming a bullish base between October and November. This could prepare the market for a strong rally into the new year.

As long as the price holds above the $3,700 region, the bullish structure remains intact. However, a breakdown below $3,700 may open the door for a deeper correction. The next support zone lies between $3,400 and $3,500, before the uptrend is likely to resume in the months ahead.

Gold-to-Silver Ratio Weakens: Silver Poised to Outperform
The gold-to-silver ratio chart shows a long-term upward trend within two ascending channels. The ratio dropped in 2020 during extreme volatility, and price action shifted into a steeper second channel.

The sharp corrections followed each spike toward the upper boundary. The latest peak near 105 was rejected at resistance, and now the ratio is falling back toward the lower boundary. This pattern suggests the recent move may form a bear flag, indicating a possible breakdown. If the ratio falls decisively below 75, it may signal that silver (XAG) is set to outperform gold in the coming cycle.

A falling gold-to-silver ratio usually favours silver over gold. It means silver prices may rise faster than gold, or gold may stall while silver catches up. Historically, these shifts occur during periods of reflation, industrial expansion, or increasing inflation hedges. If the ratio breaks the lower channel, targets could extend toward 64 or even 30 in the long run.

Silver Approaches Historic Breakout After Decades-Long Formation
The above discussion is also confirmed by the silver chart below. It shows a powerful long-term bullish setup, forming a massive cup-and-handle pattern that spans decades. The price is now testing the upper resistance zone near $50, which has capped major rallies since 1980 and 2011.

The rounded base and repeated retests of this resistance indicate substantial accumulation and structural strength. A confirmed breakout above the $50 level would mark a historic shift, potentially unlocking a rapid move toward much higher levels.

This breakout could mark the beginning of a multi-year silver bull run, based on the pattern formation. This move would likely be supported by rising industrial demand, inflation hedging, and silver’s growing strength relative to gold.

Bottom Line
Gold continues to reflect a balance between monetary caution and underlying economic fragility. The Fed’s measured policy stance, along with a slowing labour market and fading consumer confidence, signals a shift in the economic outlook. These factors suggest the U.S. economy is entering a period of soft growth and mild liquidity stress.

While short-term volatility persists, the end of QT and early signs of intervention in the banking system suggest that the Fed may soon lean toward a more accommodative stance. This environment strengthens gold’s long-term position as a hedge against policy uncertainty and weakening real yields.

At the same time, silver’s technical strength adds a new dimension to the precious metals outlook. The gold-to-silver ratio is trending lower, and silver’s decades-long cup-and-handle formation points to a potential historic breakout. If silver clears the $50 resistance zone in 2025, the metal could enter a multi-year bull cycle driven by industrial demand, inflation resilience, and its relative undervaluation.

Overall, gold and silver remain well-positioned for the next phase of the commodities uptrend. Gold offers stability and protection, while silver provides growth and performance. Therefore, a correction in both metals during October and November should be viewed as a buying opportunity for the next phase of growth.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

SummaryThe Direxion Daily S&P 500 Bull 2X Shares ETF aims to deliver twice the daily return of the S&P 500 Index.SPUU and other leveraged ETFs experience "drift" or decay, especially in volatile or sideways markets, eroding long-term returns.Historical data shows SPUU outperforms in bull markets but suffers significant capital erosion during choppy periods due to negative drift.SPUU is best suited for active traders and tactical strategies, not for long-term buy-and-hold investors. georgeclerk/iStock via Getty Images

Direxion Daily S&P 500 Bull 2X Shares ETF (SPUU) is a lesser known competitor of ProShares Ultra S&P500 (SSO): both aim to provide twice the daily return of the S&P 500 Index

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TLT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

According to macro analyst Jordi Visser, dormant bitcoin is moving again and new buyers are stepping in. Visser spoke on Anthony Pompliano’s podcast and wrote about the trend on Substack, saying old holders are slowly selling while fresh investors pick up coins on dips. He compared what’s happening to an IPO (initial public offering), where early backers cash out and ownership spreads to a wider group.

Price Action Has Been Flat And Frustrating
Bitcoin traded between $109,000+ and $110,500+ over the last seven days, a range that has left traders impatient. Reports show the Crypto Fear & Greed Index returned “fear” readings since Wednesday and averaged fear during the prior week. Yet every pullback has been met by buyers, which suggests accumulation is taking place even as sentiment reads poorly.

Network Signals Remain Strong
Visser pointed to several industry signals as evidence that this is not a collapse. ETF approvals keep arriving, the bitcoin network hashrate has hit new highs, and stablecoin activity is growing.

It was a busy week with many macro catalysts (Us-China, Fed, Mag7 earnings and Zelle/Stabledoins). Pomp and I go through it all and how the last two months look for assets. https://t.co/1mv6FCNYGF

— Jordi Visser (@jvisserlabs) November 1, 2025

Those facts are being cited by analysts who argue the market is redistributing holdings rather than unraveling. In other words, supply is moving from long-idle wallets into hands that buy on weakness.

What This Means For Volatility
Based on Visser’s view, the current phase could continue for some time. He estimates an IPO-like cycle can last about six to 18 months in traditional markets, and while bitcoin moves faster, the process may still stretch toward the six-month mark on his timeline.

When distribution finishes, one likely result is lower volatility, because ownership will be scattered across more participants instead of concentrated among early believers.

BTCUSD currently trading at $110,786. Chart: TradingView
No Loud Signal Expected To Mark The Shift
Reports have disclosed that the change may not start with a big breakout or collapse. Instead, the market could simply stop grinding and begin a clearer move as distribution completes.

That lack of a single trigger is frustrating for traders who want a clear sign, but it is familiar to anyone who has watched post-IPO stocks settle after lock-up expiries.

A Measured Take On The Market
Visser’s interpretation is cautious rather than bullish hype. He does not promise a rapid rally. He points to steady on-chain activity and institutional interest as the backbone supporting his thesis.

Featured image from Pexels, chart from TradingView

Rebeca Moen
Nov 02, 2025 08:25

LTC price prediction points to $135-150 target by December 2025, with technical indicators showing bullish MACD momentum and positioning above key moving averages.

LTC Price Prediction Summary
• LTC short-term target (1 week): $106-110 (+5-9% from current levels)
• Litecoin medium-term forecast (1 month): $135-150 range (+34-49% upside potential)
• Key level to break for bullish continuation: $106.98 immediate resistance
• Critical support if bearish: $83.36 must hold to maintain uptrend

Recent Litecoin Price Predictions from Analysts
The recent wave of analyst predictions reveals a cautiously optimistic consensus for Litecoin's near-term prospects. Most short-term LTC price prediction models converge around the $99-102 range for early November, with Changelly targeting $100.85 and CoinCodex projecting $102.00 by October 30th.

However, the most compelling Litecoin forecast comes from Blockchain.News, which stands out with a significantly more bullish medium-term target of $135-150 within 4-6 weeks. This prediction carries high confidence and aligns with the current technical setup showing bullish MACD momentum and neutral RSI with upside potential.

The consensus among analysts suggests modest short-term gains, but the medium-term outlook presents substantial upside potential, with PricePredictions.com even projecting an ambitious LTC price target of $357.96 by November 2025, though this appears overly optimistic given current market conditions.

LTC Technical Analysis: Setting Up for Bullish Breakout
The Litecoin technical analysis reveals a compelling setup for continued upside momentum. At $101.00, LTC is trading near the upper Bollinger Band with a %B position of 0.92, indicating strong bullish pressure but approaching overbought territory in the short term.

The MACD histogram reading of 1.1891 confirms bullish momentum is building, while the RSI at 52.00 remains in neutral territory, providing room for further upside before reaching overbought conditions. Critically, Litecoin is trading above its 200-day SMA ($100.84), confirming the overall bullish trend remains intact.

The moving average configuration shows LTC above both the 7-day SMA ($97.96) and 20-day SMA ($95.57), though it remains below the 50-day SMA ($104.89). Breaking above the 50-day SMA would provide additional confirmation of the bullish thesis and open the path toward the $106.98 immediate resistance level.

Trading volume of $51.8 million on Binance provides adequate liquidity support for the current price action, though increased volume would strengthen conviction in any breakout move.

Litecoin Price Targets: Bull and Bear Scenarios
Bullish Case for LTC
The primary LTC price target in the bullish scenario targets the $135-150 range within 4-6 weeks, representing a 34-49% upside from current levels. This target is supported by several technical factors:

For the bullish case to unfold, LTC needs to break above the immediate resistance at $106.98, followed by a sustained move above the 50-day SMA at $104.89. The ultimate prize lies in challenging the strong resistance at $135.99, which sits just above the 52-week high of $130.91.

The path higher would likely involve intermediate stops at $110-115 and $125-130 before attempting the final push toward $150. Each level break would need confirmation through increased volume and sustained momentum.

Bearish Risk for Litecoin
The bearish scenario for this Litecoin forecast would trigger if LTC fails to hold the critical support at $83.36. A break below this level could accelerate selling toward the strong support at $52.71, representing a potential 48% decline from current prices.

Early warning signs of bearish reversal would include a break below the 200-day SMA at $100.84, followed by a decline through the 20-day SMA at $95.57. The lower Bollinger Band at $89.08 represents the first major support zone to monitor.

Risk factors include broader crypto market weakness, regulatory concerns, or failure to maintain the current bullish momentum as indicated by the MACD histogram.

Should You Buy LTC Now? Entry Strategy
Based on current technical conditions, the answer to buy or sell LTC leans toward a measured accumulation strategy. The optimal entry zone sits between $98-102, allowing investors to capitalize on any short-term pullbacks while maintaining exposure to the bullish breakout potential.

For risk management, a stop-loss below $95 would limit downside to approximately 6-8% while preserving capital for better entry opportunities. More aggressive traders might consider stops below the 200-day SMA at $100.84.

Position sizing should reflect the medium-term nature of this LTC price prediction, with a 2-4% portfolio allocation appropriate for most investors. The risk-reward ratio favors the bulls, with potential upside of 34-49% against downside risk of 15-20% to major support levels.

LTC Price Prediction Conclusion
This LTC price prediction carries medium-to-high confidence for the $135-150 target within 4-6 weeks, supported by bullish MACD momentum, neutral RSI with upside room, and positioning above key moving averages. The short-term path likely involves consolidation around current levels before the next leg higher.

Key indicators to monitor include the MACD maintaining bullish crossover, RSI staying below 70 to avoid overbought conditions, and volume confirmation on any breakout above $106.98. Failure to hold above the 200-day SMA at $100.84 would invalidate the bullish thesis.

The timeline for this Litecoin forecast suggests initial movement toward $110-115 within 1-2 weeks, followed by the push toward $135-150 by early December 2025. Investors should remain patient for pullbacks to the $98-102 zone for optimal entry opportunities.

Image source: Shutterstock

ltc price analysis
ltc price prediction

Cardano, one of the world's leading proof-of-stake (PoS) blockchains, is preparing for a major transformation that could redefine its network security and performance. The upcoming upgrade, called Ouroboros Phalanx, marks a critical step in Cardano's long-term roadmap, targeting one of the most complex challenges in decentralized systems—how to maintain fairness and randomness in validator selection while boosting efficiency.

Ethereum co-founder Vitalik Buterin has opined that incorruptibility is the blockchain's most important property.

The billionaire prodigy has once again amplified the ZKSync project on social media, which serves as the scaling solution for the Layer-1 network. ZK-rollups help to dramatically reduce gas fees and speed up transactions.

The ZKSync Atlas upgrade, which was launched earlier this October, makes it possible to process up to 30,000 transactions per second (TPS).

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Earlier, Buterin opined that ZKsync had been doing a lot of underrated and valuable work within the ecosystem.

Is Ethereum actually incorruptible?That said, JAN3 CEO Samson Mow, one of the most vocal Bitcoin enthusiasts, argues that the ship had already sailed with Ethereum Classic (ETC), the original chain that did not implement the DAO hard fork back in 2016 following the infamous hack.

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Some Bitcoin proponents also took issue with Ethereum's premine and the lack of a supply cap.

Other critics also took issue with the fact that the blockchain had ditched proof of stake.

One commentator has also noted that Ethereum heavily relies on Layer-2s, which makes it rather vulnerable. "Ethereum L1 is practically incorruptible. But L2s are not there yet. And since Ethereum’s long-term strategy relies on L2s, we cannot call Ethereum fully incorruptible until they mature," one commentator said.

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Posted: November 2, 2025

Key Takeaways
Why is Bitcoin steady near $110K even as leverage drops?
Because speculative bets are gone, but strong spot demand and rising stablecoin liquidity are holding prices firm.

Why does China’s $47 trillion money supply matter?
Because liquidity from China could fuel Bitcoin’s next major rally.

Bitcoin [BTC] looks like it’s slowing down, but there’s more.

Yes, price is cooling near $110K. But borrowing is going down, liquidity is piling up, and the flow of money around the world is shifting. If the next major capital wave doesn’t come from Wall Street, it may come from the East.

And that shift could define where BTC goes next.

Leverage has been cleared
Bitcoin’s flat price near $110K may have traders worried, but don’t be quick to judge!

Source: CryptoQuant

Since September, Open Interest across major Futures exchanges has dropped. This meant leverage had been flushed out without a major price breakdown.

Now this is important, as it shows that speculative excess has been removed, yet Spot demand has supported the price.

Source: CryptoQuant

On top of that, the Spent Output Profit Ratio (SOPR) hovered near 1.0, confirming that traders sold near cost basis instead of panic levels. Market participants appear to be holding steady rather than chasing short-term profits.

Meanwhile, the total Stablecoin Supply rose to $158.8 billion, showing that sidelined liquidity is waiting for deployment.

And on that note…

China’s liquidity overtakes the U.S.
China’s M2 Money Supply has crossed $47 trillion, while the U.S. sat near $22 trillion – a $25T gap!

Source: Alphractal

This is a structural difference, and it didn’t happen overnight.

Since the GFC in 2009, China has leaned on aggressive credit expansion to keep growth and exports running. The U.S. slowed expansion after 2021, but China kept pushing liquidity into its system.

That divergence is now visible in the data and in markets.

So far, Bitcoin has trended closer to China’s liquidity curve than America’s. The bigger story here is that the gap has never reversed since 2009!

If liquidity is fuel, is the East set to rise?
Global markets still anchor every narrative to the Fed, but the charts show that China’s liquidity mattered just as much. Stocks and crypto have often reacted more to marginal liquidity from China.

Source: Alphractal

So if the next injection wave comes from Beijing instead of Washington, market leadership could shift. Crypto (especially BTC) is one of the most sensitive global liquidity barometers.

More money moving around in China could give markets a hidden boost. This is one that U.S. analysts aren’t really taking into account.

If capital rotates East, crypto could become one of the first markets to price it in!

Bitcoin price is capped by a massive supply zone between $110,000 and $112,500, stalling the breakout attempt.Whale accumulation is rising again, with the 30-day whale address count turning net positive for the first time since August 31.The bullish setup stays valid above $106,200, but a drop below $103,500 would invalidate the pattern and hand control to sellers.Bitcoin (BTC) started November quietly, holding steady near $110,350 after a flat 24 hours. The Bitcoin price chart still points to a possible reversal as the pattern remains intact — a structure that usually signals a major upward shift.

But despite that, BTC has failed to break out. On-chain data explains what’s keeping the move stuck and what could finally change it.

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Cost Basis Heatmap Shows Why the Breakout Is StuckBitcoin’s cost basis distribution heatmap — a chart showing where investors last bought their coins — highlights why BTC keeps struggling near current levels.

Between $110,000 and $112,500, there’s a heavy supply zone where about 434,000 BTC were last accumulated. These dense clusters often act as resistance, as many traders who bought at these levels look to sell when prices revisit their cost basis.

One Of The Three Key Supply Clusters (Orange Zones): GlassnodeWant more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

The heatmap helps identify where big pockets of holder activity are concentrated, showing which price levels act as support or resistance.

Another Key BTC Cluster: GlassnodeSponsored

This particular supply wall between $110,000 and $112,500 has been capping BTC’s rally attempts for a week. In the price chart — which we’ll come to later — the same level also aligns with an important technical marker, reinforcing the validity of this range.

Until Bitcoin closes firmly above $112,500, the reversal pattern remains valid but paused, waiting for a clear catalyst.

Whales Might Be Preparing to Change ThatWhales may be the ones bringing that catalyst. On-chain data indicates that large wallets holding between 1,000 and 10,000 BTC are resuming accumulation.

The 30-day whale address count change has turned positive (+6) for the first time since August 31, suggesting accumulation has resumed after months of dormancy.

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Meanwhile, the total number of whale addresses dipped to a three-month low on October 27 but has been climbing since, now sitting around the same level last seen on October 3.

Bitcoin Whales Are Back In Action: GlassnodeThis increase shows renewed confidence from big players, a trend that often appears before price breakouts. The dashboard tracking these wallets also includes exchange, ETF, and custodian addresses, giving a broad view of institutional activity.

If this steady rise continues, it could help BTC absorb the selling pressure around $112,500, setting the stage for a potential breakout.

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BTC Price Chart: Bullish Setup, Waiting for a Trigger?Technically, Bitcoin still trades inside a clear inverse head and shoulders formation. A daily close above $116,400 would confirm the breakout, paving the way for targets at $122,000, $125,900, and $130,800.

Adding to this bullish setup, the Relative Strength Index (RSI) — a tool that measures buying and selling strength — shows a bullish divergence.

Between October 22 and October 30, Bitcoin’s price made lower lows while RSI made higher lows. This move often signals a trend reversal and the start of upward momentum.

Please note that on the BTC price chart, $112,590 is the key resistance level. This level validates the breakout-stalling theory pushed forth by the cost basis heatmap. For BTC, this $112,500-$112,590 zone might be the most crucial one in the near-term.

Bitcoin Price Analysis: TradingViewHowever, if Bitcoin breaks below $106,200, the breakout structure that remains intact may begin to lose shape. A further drop under $103,500 would invalidate the entire bullish pattern, confirming that sellers have regained full control.

Disclaimer

In line with the Trust Project guidelines, this price analysis article is for informational purposes only and should not be considered financial or investment advice. BeInCrypto is committed to accurate, unbiased reporting, but market conditions are subject to change without notice. Always conduct your own research and consult with a professional before making any financial decisions. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

Nov 02, 2025 at 09:48 // Price

XRP's price retraced and retested the 21-day SMA support level after the recent breakout. XRP price analysis by Coinidol.com.

XRP long-term analysis: bullish

On October 25, the bulls broke through the 21-day SMA barrier but were unable to keep the price above the 50-day SMA barrier. But XRP's price is expected to resume its upward trend after retesting and holding above the 21-day SMA support. On the upside, if the bulls break above the 50-day SMA, the bullish momentum will continue to the high of $3.20. Subsequently, XRP could rise further to a high of $3.64.

However, if buyers are unable to push the price above the 50-day SMA level, the crypto will remain constrained to a narrow range. XRP is currently valued at $2.52.

Technical indicators:  

Resistance Levels – $2.80 and $3.00

Support Levels – $1.80 and $1.60

XRP indicator analysis

Following a breach of the 21-day SMA, the cryptocurrency price bars remain between the moving average lines. The moving average lines have a downward slope, indicating a downtrend. On the 4-hour chart, the moving average lines show that XRP is continuing its sideways movement above the current support. The price bars are represented by Doji candlesticks, causing the altcoin to remain range-bound.

XRP/USD daily chart - November 1, 2025

What is the next direction for XRP?

The XRP price has remained sideways above the $2.20 level but below the resistance at $2.70. The cryptocurrency price has retested the moving average lines after dipping below them. Price movement has been limited by the dominance of Doji candlesticks. XRP's bullish trend will resume if buyers keep the price above the $2.70 barrier.

XRP/USD 4-hour chart - November 1, 2025

Disclaimer. This analysis and forecast are the personal opinions of the author. The data provided is collected by the author and is not sponsored by any company or token developer. This is not a recommendation to buy or sell cryptocurrency and should not be viewed as an endorsement by Coinidol.com. Readers should do their research before investing in funds. 

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