I've Taken this Crypto Strategy As Far As I Can

Why I'm stepping aside  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

October 31, 2026   Teeka Tiwari Friends, For years, I’ve told you: “Let the game come to you.” It’s the philosophy that guided us through the wildest bull runs and the most brutal winters in crypto history. But over the past several months, something in this market has changed. And it led me to make the drastic decision to quit an important sector of the crypto space… For good. What does that mean for you? How would that change our relationship? Well, on Wednesday, November 4, at 8pm ET… I am going to answer those questions and give you all the details in a special strategy session I’m calling… Big T’s Big Announcement. (Click here to RSVP) I’m stepping forward to announce a major decision regarding my future in the crypto market. It is going to change the way you look at this entire asset class. And more importantly… it could determine whether you make a fortune this November, or get left behind. I’m not asking you to agree with my decision right now. All I ask is that you show up on Wednesday night with an open mind, hear me out, and judge the facts for yourself. Click here to save your seat for Big T’s Big Announcement. Let The Game Come To You! Big T In case you missed it, here’s Big T’s Digital Asset Daily The Calm Before the Vote This Tuesday, America votes. And if you own bitcoin or any other crypto, I want you paying attention to what tends to happen after the votes are counted. Bitcoin has repeatedly entered a volatile stretch after midterm elections. My research team went back through the last three midterm elections: 2014, 2018 and 2022. In the 30 days after those elections, bitcoin’s daily volatility averaged 4.24%. After presidential elections, it averaged just 2.55%. Put another way, bitcoin was about two-thirds more volatile after midterm elections.  I want to be clear about what that number means. The election did not necessarily cause those swings. All three midterms also landed around a similar point in bitcoin’s four-year market cycle. And each period had its own crypto-specific problems.  After the 2014 election, bitcoin kept sliding into a January bear-market bottom around the time of the Bitstamp hack. In 2018, the Bitcoin Cash split hit the market. And in 2022, Election Day landed right as FTX was coming apart. So I’m not telling you Tuesday’s election will make bitcoin rise or fall. I’m telling you that we are moving into a stretch that has repeatedly produced much bigger swings in this market. And that matters because of what bitcoin is doing right now. On Wednesday, I showed you something unusual happening in bitcoin. Its volatility had compressed to one of its tightest readings in two-and-a-half years. On October 19, the Bollinger Bands around bitcoin’s recent trading range were only about 6.5% apart – roughly half their recent median width. The last two times bitcoin got squeezed this tightly, the moves that followed were roughly 30% or more. One broke lower. The other broke higher. So this setup doesn’t tell us which way bitcoin will move. It tells us the market has been bottled up – and that we should be prepared for a much bigger move when it finally breaks out. Now add the election calendar. Bitcoin’s daily volatility was relatively subdued in the 30 days before each election my team studied. The bigger difference showed up after the vote. That’s the setup I care about. So, look what we have in front of us.  Bitcoin is wound tight and the midterms are days away. And after the last three midterm elections, this market got a lot more volatile. I don’t know which way the next big move goes. But I do know I don’t want to be figuring it out after the move is already underway. Could this year be different? Absolutely. Bitcoin is a much more mature asset today. Wall Street owns it through ETFs. Large institutions trade it. The market structure is different than it was in 2014 or even 2022. I don’t have a crystal ball, so I can’t tell you where bitcoin is headed next. And with only three prior midterm cycles with good bitcoin data, I’m not going to pretend this is some ironclad election rule. But it is enough for me to pay attention. Because when I see volatility compressed this tightly right before a window that has repeatedly produced bigger swings, I want to be ready before everybody else feels the need to be. And this is where Tuesday’s election becomes personal for me. Why I’m Rethinking Crypto Earlier this week, I told you I had made one of the hardest decisions of my crypto career. Today, I can tell you a little more. I’m walking away from something I’ve been doing in crypto for years. And I understand why that may sound crazy coming from me. I’ve spent more than a decade helping people navigate some of the biggest swings this market has ever seen.  I was there through the 2018 Crypto Winter, when bitcoin fell more than 80% from its peak. I was there in 2021 when China cracked down on bitcoin mining and bitcoin lost roughly 55% from its spring peak.  I was there when FTX collapsed and bitcoin plunged roughly 24% in two weeks. And I was there when bitcoin came roaring back and eventually made new highs. After a decade in this market, I’ve learned one thing: the biggest moves rarely arrive when everyone feels comfortable. Volatility does not scare me. So why would I choose now – with bitcoin wound tight and another potentially volatile stretch directly in front of us – to walk away from something I’ve done for years? That’s exactly the question I want you to ask. The midterm election did not make this decision for me. But when I look at the market we may be heading into after Tuesday’s vote, I’m more convinced than ever that I made the right choice. Over the past several months, I’ve been watching someone new on my team approach this market from a very different angle. I brought him in because I wanted another set of eyes on crypto. What I didn’t expect was that watching him work would force me to rethink something I had been doing myself for years. The more I watched, the harder it became to ignore what I was seeing. So I made my decision. And it will change the way you approach crypto from here. Hit the Pause Button We’re heading into a window where being on the right side of the next move could make you a fortune.  That’s why, if you are thinking about making a big move in crypto right now, I want you to hit the pause button. On Wednesday, November 4, at 8 p.m. Eastern, I’m going to explain what I’m walking away from, why I’m doing it now, and what it means for your money over the weeks ahead. I’ll also show you what I have been seeing behind the scenes and why it convinced me this was the right move. The special broadcast is called Big T’s Big Announcement, and you can reserve your seat right here. If you’ve followed me for years, what I’m about to tell you will surprise you.  And if you’re new to my work, let me give you a little context first. I’ve spent the past decade helping people navigate some of the biggest booms and busts this market has ever seen. I’ve built my career in crypto by staying in the game when things got ugly. That’s why the decision I’m about to share with you is such a big one for me. Hear what I have to say Wednesday night. Then decide what makes sense for your money. The election is coming. Bitcoin is wound tight. History says the weeks after midterms can get extremely volatile. And I’ve made my decision. Let the Game Come to You! Big T Share The Digital Asset Daily You currently have 0 referrals. Click to Share Or copy and paste this link to others: https://tiwariresearchgroup.com/subscribe?ref=smdz7lJ2jD   Update your email preferences or unsubscribe here © 2026 Tiwari Research Group 1607 Ponce De Leon Ave San Juan, Puerto Rico 00909, Puerto Rico

Open if you dare...

Happy Halloween, friend 🎃

We all decided to really go for it this year and came dressed in costume yesterday at the office. Gretchen and Margot did their best Grey Gardens impression as Big Edie and Little Edie, Audrey went all out as Elvis, and we even had an Austin Powers in the mix.

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In other news, we got a head start on holiday gift shopping for you this week. We also have a special travel update from Gretchen’s most recent trip to India, where she got to spend time with the girls we have the honor of supporting through our partnership with Commit2Change.

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Let’s get into it.

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🎁 THE HOLIDAY SHOP IS OPEN

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As of this week, our Holiday Shop is officially OPEN! If you like to take care of all gift shopping before the Halloween decor gets back to the attic, this is your time to shine. Here are a few collections for everyone you’re shopping for to get you started:

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• Stocking Stuffers - Those last minute goodies to get you over the gifting finish line.

• Gifts Under $50 - Proof that thoughtful and affordable can still be fabulous.

• Gifts Under $100 - A little more wow for the people who matter most. Statement pieces worth wrapping, all under $100.

• Gifts for Foodies - Accessories for people who plan their trips around the restaurants. Delicious details for anyone with a favorite order and strong opinions on the best slice.

• Gifts for Sports Lovers - Golf, tennis, and all the sporty things. For the player, the spectator, and the one who’s really there for the snacks.

• Animal Lovers - Critters, creatures, and furry-friend favorites for anyone whose camera roll is 90% animals.

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🖤 INDIA TRAVEL RECAP FROM GRETCHEN

On our recent trip to India, Margot and I took a side trip to visit the girls whose education we’re so honored to support. First, thank you to every one of you. Together, we’ve changed the lives of thousands of girls and their families. When you shop INK+ALLOY, this is where part of it goes.

The school is about four hours outside of Delhi, deep in the countryside. When we arrived, we were greeted with flowers and blessings, and learned the girls’ word of the day, which was "compassionate." With so little themselves, they were thinking about how to be kind to others. It hit hard.

We visited every class, from kindergarten up. (The girls’ math skills far outpaced ours.) When we met the oldest girls, they shared their dreams for their future: one wants to be an accountant, another a doctor, because she wants to help people. An educated girl lifts so many others up with her.

We ended the day passing out ice cream to the kindergartners. Pure, unadulterated joy. Thank you for being part of this journey. Every order helps write the next chapter for these girls.

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See Gretchen and Margot's India travel vlog HERE:

 

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Have a spooky weekend!

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XOXO,

The I+A Team

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AI Gets Audited, Plus 5 Stocks to Watch Monday

Nasdaq fell 2.8% as Wall Street questioned the AI bill. Here are 5 stocks to watch.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

October 31, 2026   |   Read online ☕ Saturday Morning Coffee The Week Wall Street Asked AI for a Receipt For most of the past two years, the market treated AI spending like a blank check: the bigger the number, the bigger the rally. This week, investors started asking what all that money is actually buying. The Nasdaq dropped 2.80% to 25,437, while the S&P 500 slipped a milder 1.26% to 7,580.07. The damage was concentrated in a few places. Technology fell 3.66% and Communication Services fell 3.80%, the only two sectors that finished in the red. The other nine all closed higher, led by Healthcare at +3.12% and Materials at +2.65%. That split is the real story. This was not a market-wide panic. The Russell 2000 actually rose 0.91% to 2,811.84, so investors were not running from stocks. They were running from one specific idea: that AI spending pays for itself, no questions asked. The headlines made that clear. The FT reported that OpenAI lowered its funding target by $10 billion, and S&P Global cut its outlook on Meta to negative, citing cash flow concerns. When a credit rating agency starts worrying about a megacap's spending, the conversation has moved beyond hype and into accounting. MILLIONAIRE MASTERCLASS INVITE: Altucher [ad] 📊 Key Numbers This Week -3.80% vs. +3.12%Communication Services was the worst sector and Healthcare the best, a nearly 7-point gap that shows exactly where money moved. $10 billionHow much OpenAI reportedly cut from its funding target, an early sign that even AI's leading company faces a tougher capital market. +0.91%The Russell 2000's weekly gain while the Nasdaq fell 2.80%, which suggests investors were selling a theme rather than leaving stocks altogether. Your Phone Is Smarter Than Your Inbox Not every market move can wait. Our text alerts deliver the ones that can't. One short alert, straight to your phone, when something is worth seeing now. No fluff. No noise. No charge. Text Me the Alerts Sponsored Content Revealed: Trump’s Dollar Reset Porter Stansberry believes Trump is replacing the U.S. dollar. Not with crypto. Not with a digital currency. Something bigger, tied to executive order 14241, and he thinks it could hit the front pages on December 14. The last reset, under Nixon, split America into winners and losers for half a century. Stansberry names the assets he says could surge. Which side will you be on? Watch the documentary before December 14 Look at who got hit hardest. Intel fell 27.31% to $65.76, Marvell dropped 15.99% to $196.40, Datadog slid 16.05% to $235.27, and Cloudflare lost 15.42% to $280.70. These are the companies that make the chips, run the networks, and monitor the software that AI depends on. If the biggest spenders slow down even a little, these suppliers feel it first. The S&P action on Meta matters more than it might seem. Credit analysts don't care about growth stories. They care about whether cash coming in can cover cash going out. A negative outlook suggests that capital spending is starting to compete with buybacks, dividends, and balance sheet strength, and equity investors rarely ignore that signal for long. Interest rates are part of this too. The 10-year Treasury eased 6 basis points to 4.93%, but that is still a high hurdle for companies whose payoff is years away. When risk-free money pays nearly 5%, investors want to see AI returns sooner rather than later. Add a hedge fund like Arini selling $800 million in debt as its losses grow, and you get a market that is quietly reducing risk in its most crowded trades. The money did not leave the market. It moved. Eli Lilly jumped 10.82% to $1,417.54, Mastercard gained 4.00% to $638.01, and SoFi surged 15.91% to $16.76. Utilities (+2.07%) and Consumer Staples (+1.66%) also caught bids. This is the pattern of a rotation, not a retreat: investors are trading promised future earnings for cash flow they can see today. Iran War Shock: What I Was Told In That Private Meeting [ad] So is the AI trade over? Probably not. One tough week does not undo a multi-year spending cycle. What has changed is the standard. Companies tied to AI now have to show returns, not just growth plans, and next week's earnings calendar will be the first big test of that. Monday brings Apple and Palantir. Tuesday brings AMD, Super Micro, and Shopify. Wednesday brings Datadog, Qualcomm, Uber, and McDonald's. Pay attention to the commentary on AI spending more than the headline numbers. If management teams sound confident about demand and margins, this week could end up looking like a healthy shakeout. If they hedge, the rotation into healthcare, financials, and defensives probably has further to run. With that backdrop, here are 5 stocks worth putting on your radar this weekend... America’s gold is still priced like it’s 1971 [ad] 📋 Weekend Watchlist DDOG — Datadog Inc. Earnings CatalystPrice: $235.27 | Week: -16.05% Datadog fell 16% heading into its November 4 earnings report, which means a lot of fear is already priced in. Its business is a direct read on how much companies are spending to run cloud and AI workloads, so this report is a live test of this week's slowdown worries. Watch for comments on usage trends from large customers and AI-native clients. A steady guide could spark a sharp relief rally, while any softness would confirm the bear case. 📍 Key Level: $280 (roughly where it started the week). Reclaiming that would erase the entire selloff. INTC — Intel Corporation Beaten Down BouncePrice: $65.76 | Week: -27.31% A 27% weekly drop is extreme for a company of Intel's size, and it made Intel the poster child for this week's selloff in chips. Moves this large often overshoot in the short term, especially when the selling is driven by sector-wide fear rather than company-specific news. AMD and Qualcomm report next week, and their results could either reinforce the gloom or give chip stocks a reason to stabilize. This is a high-risk setup that is best for watching, not chasing. 📍 Key Level: $65 is the line to watch. Holding it suggests sellers are running out of steam, while a break below opens more downside. LLY — Eli Lilly and Company Sector MomentumPrice: $1,417.54 | Week: +10.82% Lilly was the clearest winner of the rotation out of tech, gaining nearly 11% and leading Healthcare to the top of the sector rankings. It offers what investors suddenly want: real revenue growth backed by products already generating cash, rather than spending that may pay off in the future. The question for Monday is whether this is a one-week rush for safety or the start of a longer move in leadership. Keep an eye on the broader sector too, since Deutsche Bank's downgrade of Novartis to Sell shows that not every pharma name is getting a free pass. 📍 Key Level: $1,400 as near-term support. Staying above it would confirm that buyers are defending the breakout. Sponsored Content Your Free Stock Pick for Today It's not Tesla. It's not SpaceX. It's the little-known company Elon pays every time he builds anything. Every Tesla. Every Starlink dish. Every AI satellite. Now he's filed to launch 1,000,000 satellites. That could mean a 100X bigger bill. See today's free stock pick here >> SOFI — SoFi Technologies Inc. Breakout SetupPrice: $16.76 | Week: +15.91% SoFi was the top performer of the week, which says a lot because it is still a fintech, a part of the market usually sold alongside tech. Its strength fits the rotation into financials (+0.87%) and the outperformance of smaller companies. Momentum like this tends to attract more buyers, but a nearly 16% weekly jump also invites profit-taking. The key is whether it can hold most of these gains during the first few days of next week. 📍 Key Level: $16.00. Staying above it keeps the breakout intact, while a drop toward $14.50 would mean the move has fully faded. MRVL — Marvell Technology Inc. Macro PlayPrice: $196.40 | Week: -15.99% Marvell's custom chips and networking gear depend heavily on data center spending by the biggest cloud and AI companies. That made it one of the purest casualties of this week's AI doubts, and it will be among the purest beneficiaries if those doubts fade. With no earnings of its own next week, Marvell will trade on what AMD, Super Micro, and Qualcomm say about demand. Think of it as a barometer for whether the AI spending story is bending or breaking. 📍 Key Level: $200. A quick recovery above that round number would signal that dip buyers are back in AI infrastructure. The $24 trillion AI opportunity (bigger than China!) [ad] 💡 The Takeaway This week was not the end of the AI trade. It was the end of AI getting a free pass. Money moved toward companies with visible cash flow like Lilly and Mastercard and away from the suppliers of a spending boom that now has to prove itself. Next week's earnings will show whether that rotation is a pause or a new market leader taking over. 📰 Further Reading 0DTE Buyers vs. 0DTE Sellers (Ad) Most 0DTE traders buy a cheap call or put and watch it expire worthless by 4:00 PM. The seller on the other side collects cash the moment the trade opens, and only needs the market to stay away from one price. Bill Poulos built a simple 3-step plan around that side of the trade, with your max loss s... Grab your free copy here. This is an urgent warning for All American investors ... (Ad) The current economic chaos is just a preview … What's coming next could be way scarier. That's according to a strange investment secret - discovered just before the Great Depression … And it's likely to catch most Americans by surprise. If you're retired or planning to retire … If you have any kind... Click here to learn more - before it's too late! Man Gets into Cybercab…You Won’t Believe What Happens Next (Ad) This man just got inside a Cybercab, Elon Musk’s new car that has no steering wheel or pedals. What happens next will shock everyone. Click here to see this exclusive footage. DISCLAIMER: Stock Focus Report is published for informational purposes only. Market analysis, sector commentary, and stock mentions in this newsletter do not constitute financial, investment, legal, or regulatory advice. References to regulatory changes and their potential market impact are editorial opinions only and should not be relied upon as guidance for investment decisions. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Stock Focus Report is not a registered investment advisor. Always consult a qualified financial or legal professional before making investment decisions. We may receive compensation for sponsored content and affiliate links in this newsletter. Update your email preferences or unsubscribe here © 2026 Stock Focus Report | GBM Media Group, LLC 228 Park Ave S, #29976, New York, New York 10003, United States Powered by beehiiv