We prepare for the next move rather than predict it. My focus is on price action, market direction, momentum, and the bigger picture behind daily moves.
$BTC is on pace for its first back-to-back annual loss ever: down 6.34% last year and 16.5% so far in 2026.
The catch: hot CPI, $201M in spot ETF outflows Monday, and $IBIT on a 7th straight losing day.
$MSTR $COIN
Two red years: warning or gift?
@dailychartbook@ExponentialView 42 quadrillion inference tokens in October, up 7.2x from a year earlier, is a steep demand curve. Does the ExponentialView data show how much of that came from the top providers versus smaller ones?
Dan Ives just said:
"We believe Nvidia's $NVDA value is $300 per share with Jensen as CEO and $225 per share without Jensen as CEO. The stock will clearly be under pressure with this fluid news but the reality is its a dark day for Nvidia, but the company will navigate this turmoil and get through to the other side and remain a core foundational piece of the AI Revolution"
30-40 years from now, we will still be talking about the events that have transpired these last few days.
Will go down in the history books for sure.
The fall from grace will be studied in all economic classes.
…and in HR classes. Lol
Just a monumental event.
@Cointelegraph MSCI's November 2026 Global Standard review, posted today, lists $MSTR as a deletion from the MSCI USA Index, effective at the Nov. 30 close. As Cointelegraph notes, Strategy is not required to reduce its bitcoin holdings.
@StockMKTNewz The quote still calls $NVDA foundational to the AI Revolution. Which upcoming operating metric would best show demand is holding up independent of leadership headlines?
I'm going to say this out loud.
Something about the Jensen Huang story doesn't sit right with me.
Reports suggest US officials knew about the intelligence concerns as far back as 2025.
A classified memo reportedly circulated in early 2026.
And now, suddenly, the whole world is talking about it.
We've seen powerful CEOs lose their positions after old controversies became public.
Intel's Brian Krzanich.
BP's Bernard Looney.
Boeing's Harry Stonecipher.
Wynn Resorts' Steve Wynn.
Different circumstances. Similar consequences.
I'm not saying someone orchestrated this. There's no evidence of that.
But I keep coming back to the same question.
If this information was known behind closed doors for so long, what changed?
And why is it all coming out NOW?
$NVDA