Quite a few sub $500M and sub $100M AI power developers that the market does not have on their radar yet with larger operating power footprints that market is giving them credit for $NUAI $SLNH $BGDE $ANY

$ONDS This has been a tough one to chart but I think I'm beginning to see more clearly what the market wants to do. Given how volatile market has been and this has found support w/o a breakdown below the 0.786 fib it tells me (for now) this is the floor ~$6.92 The triangle consolidation pattern I've drawn is what I'm expecting and this can take some time to play out. Keep in mind that the only reason this stock became interesting to everyone was the 22x it put off the low in 2025 Drones and autonomous technology is the future and the allocation to these high-risk setups should be treated as such with no more than 1-2% of capital

$BKKT Bakkt This week we got a breakout. Now we're backtesting the breakout and forming a higher low. Next move I think takes us into the cloud and past 10-12+

Big news from OG Advisory Group. We’re excited to welcome Robert Harrington as Strategic Advisor to OG. Robert currently serves as Head of Tech, AI Infrastructure & Digital Assets Equities at Cantor Fitzgerald and brings deep experience across institutional capital markets and emerging technology. His perspective will strengthen OG’s work with public and pre-IPO companies. Read the full announcement ↓ globenewswire.com/news-relea…

Extremely excited to have Robert Harrington from Cantor join our OG team as a strategic advisor! Few industry leaders in the AI Infrastructure and Digital Assets space are as connected and have as much experience as he does. His perspective will be invaluable!

AI investors are only just now discovering regulatory uncertainty. Bitcoiners were born in it. Molded by it.

@DigipowerX / US Data Centers 70 MW Alabama AI data center update ⚡️ #Ai #infrastructure #dgxx #usdc

$LMND needs some time This was another stock where too many on X were in the name thinking they found another easy multi-bagger. It's an insurance tech company, nothing too special and had already done a 3x in < 1 yr I see it killing more time and forming a longer falling wedge before a breakout

$OPEN Been patiently waiting to buy this one. I've been interested for few months felt there was still too much retail FOMO as if the stock didn't have a massive 20x impulse last year. I don't take positions when a name is crowded What's funny is that we could be seeing a similar bear trap setup again, with a massive deviation below prior support before a V-shaped reversal. Its not likely for a pattern to repeat like that in such a short time frame but imo the business has been sufficiently de-risked both fundamentally and price-wise Will be starting a position

Many of you think think technical analysis is astrology (it's not), but here's 10 years of price data on the $VIX and the current range it's been in and where volatility has typically entered the market I expect some volatility in traditional equities in next 1-3 months

Imagine an entrepreneur in another country earning in stablecoins who can move part of those savings directly into tokenized US equities, hold them in the same digital wallet, and eventually use those assets as collateral elsewhere onchain without the traditional maze of local brokers, banking rails and market hours. That is where this gets interesting.

$VIX has been relatively quiet for a few months but it's getting to the range where it might make sense to play some hedges and a sign that volatility could return for the next few weeks

The internet made information global long before financial markets became global and now that gap is beginning to close. Tokenizing public equities is interesting because ownership itself starts becoming portable, programmable and accessible through networks that do not care where you live. Capital markets have historically been organized around borders and layers of intermediaries. Open networks introduce a very different architecture, a market that can increasingly function continuously and assets that can move globally with far less friction. Money became digital decades ago. Now the infrastructure of ownership is becoming digital too.

All dips at this point are for buying

I've made an outrageous amount of slides over the past month Some of them made it and some of them didn't But here are the ones that repeatedly appear in my dreams An inside look from the Bitwise PowerPoint Desk 🧵👇

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