Will Bitcoin deliver a higher CAGR than the Nasdaq again? TBH, it doesn’t take much for Bitcoin to shut the haters up. Fade it at your own risk.

Kinda wild. 75% of U.S. banks now have some kind of active blockchain initiative, according to a new Uphold/American Banker survey. They looked at 114 banks, credit unions and neobanks. Feels like this stuff is finally moving past the “testing” stage and into actual use.

RT @great_martis: Bitcoin: To whom it may concern.✍️ A complex head and shoulders pattern looks to be in play. This majestic yet consequ…

$SPY vs Advance-Decline Line YTD

Today was only the second time in the history of SPY where ▪ "NYSE New Lows" was 12% or higher ▪ SPY was within 1.5% of all time highs And would you like to see how SPX did over the next 55 days last time? I fucking thought so. [h/t to @BenKizemchuk for the concept&data]

The business cycle displayed by a 8/12m moving average of the ISM has been driven by Ai, sucking capital away from all other themes. Slowly but surely the benefits of AI have flown through MAG7, then software… The indices benefitted, but the rest lagged. AI continues to prove a beneficial tool for most technologies, punishing those that do not align with its power while benefiting those that harvest its productivity increase. Will this prove to be lag or did the cycle break? (In my opinion, AI will ultimately benefit users and penalize frontier labs through open models. It started with an AI buildout and will likely, slowly, shift the balance of the benefits to the world through a productivity gain. Therefore, I want to align myself with themes that facilitate the realization of productivity and efficiency gains as we begin and, for some, continue to see capital rotating towards them. The 24/7, micro-transactions and diverse workflows AI will enable need an infrastructure that had reason to flourish on its own but becomes imperative for this new age. Over time I think this benefits the new rails, which not only stand to benefit most from this change but offered an immense discount to see this change unfold.) $QQQ $SPY $IWM $BTC $ETH

You know what this means… 10 codes dropping throughout the day randomly Follow and have notis on

WHITE HOUSE OFFICIAL: REPORTS OF US CONSIDERING DIESEL EXPORT BAN ARE “FAKE NEWS”

$VLO WHITE HOUSE OFFICIAL SAYS REPORT THAT US IS CONSIDERING A DIESEL EXPORT BAN IS 'FAKE NEWS'

$AMD + $BENF | Two very different trades today 👀 $AMD AMD is pulling back after yesterday’s monster run. ~$615 | -1.3% Day high: $624.69 Day low: $608.08 Volume: ~9M shares at the latest quote. Still sitting right near the highs of the recent AI run, but semis are cooling off today as the broader AI trade takes a breather. $624.69 = breakout / ATH $608 = first support Lose $608 → I’d rather wait than chase. Yesterday AMD cleared $1T market cap and closed +1.34%, so today’s pullback is more about digestion than panic. Options: AMD has a very active chain with same-day expiries. IV is elevated across today’s contracts, with ATM strikes showing roughly 80%+ IV. Options are secondary here — the stock is the trade. $BENF 🚨 Now THIS is the wild one. ~$1.97 | +400% Intraday high: $3.03 Low: $1.44 Volume: 195M+ shares The catalyst is very clear: BENF announced a plan targeting roughly $130M of disputed debt plus about $850M of preferred equity interests tied to its former CEO. The proposed restructuring could remove a major balance-sheet/ownership overhang. And the volume? Absolutely insane. About 195M shares vs. ~3.9M average volume. That’s roughly 50x average volume. $3.03 → key resistance $2.00 → psychological level $1.44 → today’s low / risk level This is message-driven small-cap momentum. Huge volume + huge move, but the stock has already shown how fast it can reverse. Position size stays small. Don’t chase the spike. And that’s the whole point of my approach: Stock first. Options second. Catalyst first. Entry second. Find it early, map the levels, then manage the risk. That’s exactly what we’re doing with the $10K → $1M plan. 📈 Want the next names early? Reply “YES” and I’ll pull you into the free group. 🔥

Attention all traders: You have one job each day Log in, make $300, log out It’s this simple, stop overtrading and being greedy We are halfway through the week, finish strong.

🔥Gold ETF demand is surging DESPITE surging real yields: Total known gold ETF holdings have risen to 100.5 million ounces, approaching the 2026 high. This comes even as the US 10-year real yield has jumped above 2.6%, its highest level since the Great Financial Crisis. The move is being driven by strong ETF demand, with the US's largest physically backed gold ETF, $GLD, and the lower-cost Gold MiniShares ETF, $GLDM, leading inflows over the past month. Chinese gold ETFs are adding further momentum, attracting +$2 billion in inflows over the past month and more than +$600 million last week alone, with the weekly pace of inflows exceeding that of US-listed peers. The strength of gold ETF demand despite higher real yields shows that investors are continuing to accumulate bullion even as the opportunity cost of holding gold rises. Gold demand is proving remarkably resilient. This is telling.

WHITE HOUSE PREPARING PLAN FOR 90-DAY DIESEL EXPORTS BAN - POLITICO -- $XLE $CVX $USO

US DIESEL FUTURES SINK MORE THAN 7% TO INTRADAY LOW

No. What's still controversial is: 1) How rate rises impact USD & therefore effective supplies of USTs to finance (foreigners have to sell USTs as USD rises - see Japan), effectively makes US $2T deficit rise nonlinearly 2) What happens to inflation in fiscal dominance when rates rise (inflation rises w/rising rates = uh oh)

Global Central Bank Update: -The Fed hiked rates for the first time since 2023, 25 bps move up to 3.75-4.00%. Signaled more hikes to come before year end.

SK HYNIX ADR IS STILL TRADING AT A INSANE PREMIUM... $SKHY is currently trading at a 38.32% premium compared to SK Hynix shares in Korea (000660)... Many investors believe it's still a buy... Some a hold... Why not nibble?

Not repeating this. Opened weak. I’m not chasing strength. Off limits today: $IREN $SNDK $AVGO into earnings If we get the dip: $MSTR $116-$122 $NVDA $210-$215 $SPCX $135-$140 $MU $905-$922 $MRVL $195-$204 $AAOI $93-$100 Set the alerts. That’s all.

I'll only say this once. This might still be the fastest way to stack a million by the end of 2026. My September list: $BABA — don’t buy $COIN — don’t buy $FUTU — don’t buy $CRCL — buy around $88–$95 $NVDA — buy $210–$218 $AMD — buy $450–$460 $IREN — buy around $33–$37 $ARM — buy $228–$236 Oil popped, tech got hit this morning, and a few of these just got dumped back into the zone. People keep asking why I don’t charge. I already made enough. I post this stuff because I like doing it. That’s why it’s free. NFA.

monday morning. september opened in the red. nobody's surprised and nobody's buying yet. the levels people were screaming for two months ago vs where the tape actually is: $MSFT $513. they wanted $550. $MU $933. they wanted $1280. $ALAB $289. they wanted $500. that's a 52-week high of $499 they're staring at in the rearview. $RKLB $63. they wanted $100. stock saw $151 in May. $MRVL $216. they wanted $270. beat earnings friday. sold anyway. $NOW $145. they wanted $200. $GOOGL $347. they wanted $510. $NBIS $209. they wanted $300. $AVGO $369. they wanted $500. $TSLA $349. they wanted $480. this is the part of the tape that separates the people who said "if it pulls back I'll buy" from the people who actually have a bid in. fear of the first red september open is doing more work than the fundamentals. $MRVL printing a beat and still getting dumped is the tell. not telling you to ape. just saying the chase prices are gone and the hesitation is still here. that combo doesn't last. watchlist stays the same. the prices got easier.