Market rotation is becoming hard to ignore: AI/pure-tech leaders are losing some sponsorship while financials and fintechs are attracting fresh flows. Leadership may be shifting from narrative duration to earnings/valuation leverage.
Tom Lee is getting absolutely laughed at for his bet on Ethereum.
Good.
Thinking 10 years ahead isn’t always appreciated.
History is full of business titans who were laughed at for seeing the future too early:
Elon Musk: “Electric cars are weak & lame."
Jeff Bezos: “Selling books… online? Stocks down 99%”
Jensen Huang: “GPUs are just for video games.”
Steve Jobs: “Touchscreen? App marketplace? Smart?”
Jack Dorsey: “A 140-character social network? Who would use it?”
These visionaries weren't crazy.
They were just early.
Ethereum is a nascent industry exploding with growth.
Don’t be so quick to bet against technology.
Don't be so quick to count crypto out.
PREDICTION: $SOFI WON'T SEE BELOW $15 AGAIN
Oil is down to $90s. Iran war is nearing completion, confirmed by US, Iran, Pakistan.
Inflation will turn around DOWN as energy gets cheaper again. In the fall, rate cuts are back on board.
$SOFI EOY $35-$45
What will it take for $Sofi to get to $25?
Honest answer is a lot more people buying the stock vs just posting about it 5 times per day.
That’s the reality. We need more buyers than sellers. It’s kind of how the stock market works.
@shaguncrypto Invest in various stocks. Not ETF. In fact buy several fintechs that have stable businesses. And keep diversifying. Invest and forget doesnt work. You have to keep churning money to keep it growing.
$SOFI - SoFi Technologies Inc.
“SOFI just became the first U.S. national bank to launch its own stablecoin. Most fintech companies could spend a decade trying and fail.”
SOFI just became the first U.S. national bank to launch its own stablecoin.
SoFiUSD is now:
→ Live on Ethereum AND Solana
→ Available inside the SoFi app to ~15M members
→ Integrated with $MA - Mastercard's global payment network for settlement
→ Regulated under the OCC and Federal Reserve — not a crypto cowboy
Every crypto startup in the world wishes they had this.
But you can't replicate a national bank charter.
You can't replicate $40.2B in FDIC-supervised deposits.
You can't replicate regulatory trust earned over years.
The GENIUS Act framework SoFi is operating under gives bank-issued stablecoins a structural compliance advantage that pure-play crypto issuers will spend years trying to match.
This isn't a product launch. It's a regulatory moat.
(Not financial advice.)
India's crypto tax experiment may be backfiring. 🇮🇳
A parliamentary panel has reportedly questioned whether the country's 30% crypto tax and 1% TDS are pushing traders offshore instead of increasing tax revenue.
Nearly $61 billion in crypto trading volume leaves India every year as traders migrate to foreign platforms.
The crypto industry has been arguing for years that the 1% TDS hurts market activity by locking up capital and making active trading uneconomical.
Industry groups have repeatedly called for TDS rationalisation and clearer regulations.
Meanwhile, India remains one of the world's largest crypto adoption markets and has 20- 25 million active crypto investors
Now let's see how the government handles this situation.
Source: TechTimes
@nicrypto Digital assets need regulatory clarity, and the CLARITY Act is a major step in that direction. The first country to establish clear rules will gain a significant advantage. If someone is going to lead this space, I'd rather it be the U.S. than a country we trust far less.