KOLODA retweeted
October. Crypto. In a nutshell.
"though I walk through the valley of the shadow of death, I will fear no evil: for thou art with me; thy rod and thy staff they comfort me"
November cannot come soon enough.
Listen to this 10 times...the time to sell was in June. But go ahead, bear up AFTER breadth bottomed.
🚨 MORGAN STANLEY CIO MIKE WILSON ON WHEN THE STOCK MARKET CORRECTION ENDS:
"The average stock is done... it's been a really nasty correction since the start of June"
What's been weighing on stocks:
"The momentum unwind... concern around the sustainability of the AI CapEx... a couple wars going on... midterm election anxiety"
His timeline:
"I think we're in the final innings of this, but we still gotta get through the next probably 2 to 3 weeks"
Then:
"I think we can still finish the year pretty strongly and definitely into next year" 👀
KOLODA retweeted
Nomura desk: Levered ETF selling now $41.2B , 2nd highest on record - Only Jun 5th 2026 was higher at -$51B
I know I said I would buy the dip, I have not deployed any capital into this. Need some semblance of stabilization. This is not it!
Complete capitulation by markets...and first evidence of size transacting on darkpool. Has been quiet all day.
$SPY
Last few times $QQQ was this far below the bollinger band. That trend line is not impossible.
If you feel like throwing up watching the markets last two days...
Good...let that feeling flow through you.






















