According to @KobeissiLetter, the Dodge Momentum Index surged 60% year over year in September to the highest level on record, signaling exceptional strength in the U.S. non-residential construction pipeline (source: @KobeissiLetter). According to @KobeissiLetter, the index is a leading indicator that typically tracks projects from planning to groundbreaking within 9–12 months, providing traders with a timing gauge for upcoming construction activity (source: @KobeissiLetter). According to @KobeissiLetter, growth was led by a 75% YoY spike in institutional projects such as healthcare and public buildings and a 53% YoY jump in commercial activity driven by data centers and retail, highlighting AI-driven data center demand as a core catalyst (source: @KobeissiLetter). According to @KobeissiLetter, the index also rose 3% month over month in September, extending an uptrend after 5% in August and 21% in July, reinforcing momentum in the planning pipeline (source: @KobeissiLetter). According to @KobeissiLetter, the author links the acceleration to AI’s growing real-economy impact, which traders can align with the index’s 9–12 month lead time when assessing exposure to AI-related construction and infrastructure flows; no specific cryptocurrencies are cited in the source (source: @KobeissiLetter). (Source)

According to Onchain Lens, whales are opening $ASTER short positions with 3x leverage on HyperLiquid. According to Onchain Lens and hyperbot.network trader data for wallet 0x9eec98D048D06D9CD75318FFfA3f3960e081daAb, wallet 0x9ee deposited $13.3M and holds an $ASTER short currently valued around $52M, with an open order to further increase the position. According to Onchain Lens and hyperbot.network trader data for wallet 0xBADBB1de95b5F333623EbEcE7026932fa5039eE6, wallet 0xBAD deposited $3.8M for an $ASTER short position valued at $18M. (Source)

According to @StockMKTNewz, Microsoft spent $35B, Amazon $34B, Google $24B, and Meta $19B on capital expenditures last quarter, totaling over $100B, with more than $250B across the first three quarters of 2025, source: The Wall Street Journal as cited by @StockMKTNewz on Nov 2, 2025. WSJ reports these outlays are primarily aimed at AI infrastructure and data center buildouts, indicating sustained demand for advanced compute and power capacity, source: The Wall Street Journal as cited by @StockMKTNewz. NVIDIA has disclosed that hyperscaler AI investments are a key driver of its data center revenue growth, linking elevated hyperscaler capex to GPU supplier demand, source: NVIDIA Form 10-Q and Q2 FY2025 earnings commentary. Several Bitcoin miners have added non-Bitcoin revenue via AI and HPC hosting tied to this infrastructure demand, including Core Scientific’s multi-year agreements with CoreWeave announced in June 2024 and TeraWulf’s HPC hosting expansion, source: Core Scientific press release dated June 3, 2024; TeraWulf Q2 2024 shareholder update. (Source)

According to the source, Romania has banned access to Polymarket after approximately $600 million in crypto election betting volume, as stated in an X post on Nov 2, 2025. The source did not cite an official notice from Romanian regulators or Polymarket, and no enforcement details were provided in the post. Per the source, if accurate, such a ban would restrict Romanian users from trading on the venue, with any liquidity impact unquantified in the source. (Source)

According to @pedrouid, WalletConnect Pay will enable crypto payments everywhere, expanding the product scope beyond simple wallet login functionality. Source: @pedrouid on X, Nov 2, 2025. The post explicitly states that connecting a wallet will be more than just a login, signaling an official push by WalletConnect toward on-chain payments. Source: @pedrouid on X, Nov 2, 2025. No release timeline, supported assets, or merchant and network details were disclosed in the announcement, so traders should wait for follow-up specifics before positioning based on this product update. Source: @pedrouid on X, Nov 2, 2025. Key trading-relevant items to monitor in upcoming official updates include supported chains and assets, fee structure, checkout UX, and any compliance or merchant integration notes, which were not provided in the initial post. Source: @pedrouid on X, Nov 2, 2025. (Source)

According to The Kobeissi Letter, this week’s key events are ISM Manufacturing PMI on Monday, Palantir PLTR earnings Monday, AMD earnings Tuesday, ADP Nonfarm Payrolls Wednesday, and MI Consumer Sentiment Friday, with about 20% of S&P 500 companies reporting, source: The Kobeissi Letter on X, Nov 2, 2025. The Kobeissi Letter also reports the US government shutdown has reached day 33, source: The Kobeissi Letter on X, Nov 2, 2025. Crypto traders can align risk around these scheduled catalysts and closely monitor BTC and ETH during the event windows highlighted by the source, source: The Kobeissi Letter on X, Nov 2, 2025. (Source)

According to the source, crypto market sentiment remains fearful even after a major China deal announced by Donald Trump on Nov 2, 2025 (source: the source’s social post on Nov 2, 2025). According to the source, conditions are described as "still scared," and no quantitative sentiment metrics or price levels were provided (source: the source’s social post on Nov 2, 2025). (Source)

According to @AltcoinDaily, Barry Silbert stated that Bittensor (TAO) "has the potential to be as transformative as Bitcoin," signaling a high-profile endorsement that can shift trader attention toward TAO (source: @AltcoinDaily on X, Nov 2, 2025). Empirical research shows celebrity and influencer tweets can trigger statistically significant abnormal returns and volume in crypto within minutes to hours, implying potential short-term volatility and momentum opportunities for TAO after such statements (source: Blockchain Research Lab, Ante 2021). Bittensor describes TAO as the native asset that incentivizes a decentralized machine learning network, aligning the token with the AI-crypto narrative that traders track for sector flows and liquidity (source: Bittensor documentation). (Source)

According to @AltcoinGordon, a Bitcoin dominance crash is coming and altseason has been postponed, not canceled, outlining a rotation thesis between BTC and altcoins shared on X on Nov 2, 2025, source: @AltcoinGordon on X, Nov 2, 2025. For trading, this view suggests caution on altcoins until a confirmed reversal in BTC dominance, with focus on BTC.D, ETHBTC, and TOTAL3 to validate any shift toward altseason, source: Binance Academy, TradingView charts BTC.D, ETHBTC, TOTAL3. The post includes no timeframe or price/level targets, so confirmation may rely on observable signals such as a lower high and breakdown in BTC.D alongside strength in ETHBTC and broad-based gains in TOTAL3 before rotating into alts, source: @AltcoinGordon on X, Nov 2, 2025; TradingView. Rising BTC dominance historically aligns with BTC outperforming altcoins, while falling dominance often precedes altseason, making the BTC.D trend a key risk indicator for allocation decisions, source: Binance Academy. (Source)

According to @AltcoinDaily, a federal judge has dismissed the crypto-related lawsuit against Logan Paul, with the court stating that "No reasonable juror could find Logan’s statements misleading or fraudulent" (source: Altcoin Daily on Twitter, Nov 2, 2025). Traders can track market response to this legal outcome by monitoring price action, liquidity, and volatility in creator-linked crypto assets and NFT segments cited by the report’s context (source: Altcoin Daily on Twitter, Nov 2, 2025). (Source)

According to @CryptoCoinCoach, TIA is forming a clean falling wedge with signs of early accumulation after weeks of compression, highlighting a potential breakout setup for technical traders, source: @CryptoCoinCoach on X, Nov 2, 2025. (Source)

According to @AltcoinDaily, traders are urged to remove coins from centralized exchanges immediately and hold them in self-custody to reduce counterparty risk, signaling a defensive risk-management stance (source: @AltcoinDaily on X, Nov 2, 2025). For active market participants, moving assets off exchanges will temporarily limit ability to place on-exchange orders until funds are redeposited, which can impact execution timing and access to liquidity during fast markets (source: @AltcoinDaily on X, Nov 2, 2025). The post does not provide specific exchange names, timelines, or market data; it is a broad call to prioritize private custody today (source: @AltcoinDaily on X, Nov 2, 2025). (Source)

According to Altcoin Daily, Bitcoin (BTC) finished October in the red, marking the first negative October in more than six years (Source: Altcoin Daily, X, Nov 2, 2025). The same source reports that since 2013, November has delivered an average BTC return of 42.51%, identifying it as Bitcoin’s historically strongest month for gains (Source: Altcoin Daily, X, Nov 2, 2025). Based on that seasonality, the source adds BTC could surpass 160,000 dollars in November if history repeats, presenting a bullish scenario to watch for traders (Source: Altcoin Daily, X, Nov 2, 2025). (Source)

According to @CNBC, Advanced Micro Devices (AMD) and Palantir Technologies (PLTR) are set to report earnings in another busy week, indicating a packed U.S. earnings calendar for traders to watch, source: CNBC. (Source)

According to @CNBC, Warren Buffett is avoiding share repurchases even as Berkshire Hathaway lags the broader market, highlighting a cautious stance on valuation-driven buybacks. Source: CNBC. Buffett has reiterated that Berkshire will only repurchase shares when they trade below intrinsic value and when liquidity remains ample, shaping the timing and scale of any buybacks. Source: Berkshire Hathaway 2023 Annual Report Letter to Shareholders. Reduced repurchase activity removes a mechanical source of demand that can support per-share metrics and absorb supply, a dynamic tracked by the S&P 500 Buyback Index methodology monitored by traders. Source: S&P Dow Jones Indices, S&P 500 Buyback Index Methodology. Berkshire has maintained significant cash and U.S. Treasury bill balances in recent filings, signaling a preference for liquidity over buybacks when valuations are not compelling. Source: Berkshire Hathaway Form 10-Q, recent quarters. For crypto-focused traders, shifts in equity buyback activity and liquidity preference can feed into broader risk sentiment, with cross-asset correlations between equities and crypto rising during stress episodes. Source: IMF Global Financial Stability Report 2022. (Source)

According to @business, Australia’s sovereign wealth fund posted a 13.7% return for the 12 months through September, with performance supported by equities and alternative assets (source: @business, Nov 2, 2025). For traders, the report highlights leadership from equities and alternatives that crypto participants may monitor for broader risk sentiment read-throughs as reported by @business (source: @business, Nov 2, 2025). (Source)

According to @business, US stocks have boomed since Donald Trump’s re-election, driven by an AI-led rally and heightened volatility rather than the initially anticipated drivers (source: Bloomberg/@business). According to @business, leadership from AI-related equities and a volatility-defined tape characterize the advance, shaping near-term sector rotation and risk management for traders (source: Bloomberg/@business). According to @business, crypto market participants can monitor how this equity-led AI narrative and elevated volatility regime guide risk appetite and liquidity conditions across digital assets (source: Bloomberg/@business). (Source)

According to @business, Apple will kick off its 50th anniversary year with a nearly 140 billion dollar quarter, with the topic discussed by Mark Gurman in the latest Power On newsletter; source: Bloomberg @business X post dated Nov 2, 2025; Bloomberg Power On newsletter. This revenue level would exceed Apple’s prior quarterly revenue record of about 123.9 billion dollars from fiscal Q1 2022, a key benchmark for AAPL traders when calibrating expectations and positioning; source: Apple Investor Relations FY2022 Q1 press release; Bloomberg @business X post. The source highlights additional coverage on release timing for iOS 26.1 and an iPad mini revamp, which traders often track as product cycle catalysts, though no direct cryptocurrency market impact is cited by the source; source: Bloomberg @business X post; Bloomberg Power On newsletter. (Source)

According to the source, a Nov 2, 2025 social media post states Michael Saylor said "Orange is the color of November," which the post frames as a hint of additional BTC accumulation; source: the cited social media post dated Nov 2, 2025. There is no accompanying MicroStrategy or SEC disclosure confirming a new BTC purchase at the time of the post; source: absence of any filing referenced in the post and MicroStrategy’s standard practice of reporting buys via Form 8-K. For trading, watch for official MicroStrategy announcements, MSTR price reactions, BTC spot order book imbalances, and large on-chain transfers to known MicroStrategy-associated wallets as potential confirmation signals; source: prior MicroStrategy purchase disclosures and subsequent market and chain data observed via Form 8-K filings, exchange order books, and blockchain explorers. If confirmed, additional corporate buying can reduce circulating supply and support near-term BTC bid depth; source: historical impact around prior MicroStrategy accumulation events documented in company disclosures and contemporaneous market data. (Source)

According to @WatcherGuru, Michael Saylor hinted at additional Bitcoin (BTC) buying by stating "Orange is the color of November" on X on Nov 2, 2025 (source: WatcherGuru on X, Nov 2, 2025). The post provides no details on purchase size, timing, or whether any buy would be personal or via MicroStrategy (MSTR), and it cites no SEC filing or on-chain evidence confirming a transaction (source: WatcherGuru on X, Nov 2, 2025). As such, the message functions as a sentiment signal rather than a verified purchase disclosure at this time (source: WatcherGuru on X, Nov 2, 2025). (Source)