NFA Live! Bond Yields Surge, Crypto Stalls, & is AI Overhyped?

On Bitcoin

Changed since their last video: days moved waiting to sideways.

Views

• Next days (next 1–7 days): Sideways (timeframe is our reading): I I think it could go high enough just to, you know, kind of stall stall things out for a little bit. ▶ 23:08 The call was right: 82.5k when said, 81k on 15 Oct 2026 (−1.8%).
• Next weeks (next 2–6 weeks): Waiting on a level: that's probably your next big catalyst one way or the other. ▶ 22:25

If this, then that

• If The inflation report comes in really hot, then no target given (next weeks): If it if it comes in really really hot, then that would probably be a really negative thing for for crypto. ▶ 22:27
• If The inflation report comes in soft, then no target given (next weeks): if it comes in soft, then perhaps that could help give it a boost. ▶ 22:41

Their own position: Not said.

On Ethereum

Priced against another coin, not dollars · not counted.

Views

• This cycle (next 6–18 months): Leans down: I guess is it it it's more like uh it's for half the cycle or something where restrictive policy takes back over and we see Bitcoin do better than altcoins. ▶ 24:41

Their own position: Not said.

Dates named

• Next week's inflation report, undated: I I think that the the thing next week that people will be watching is the uh the inflation report, right?