Nicholas Allen

The infrastructure of convenience.

[Nicholas Allen @BlackMask84]

I almost missed this... then I looked past the diplomacy headline. The real signal is where investment wants to go next, and Canadian minerals are back in focus.

#nolimits #omegle #momson $MU $GMM $IVN

[Christopher Adams @mane_gulab]

Here is the part of the Canada-Saudi story that could matter long after the diplomatic headlines fade.

Canada is actively looking for new sources of mining capital.

Prime Minister Mark Carney announced more than C$1 billion in commercial agreements with Saudi Arabia while opening deeper cooperation across critical minerals, energy, AI, defence, LNG, hydrogen, renewables, and carbon capture.

He also plans to bring Canadian pension funds to Saudi Arabia to pursue additional investment opportunities.

That is the real angle.

Canada has mineral assets.

Saudi Arabia has one of the world’s largest pools of investment capital.

And both governments want to build economic relationships outside their traditional lanes.

For $NRED / $NREDF, this strengthens the broader environment around Canadian critical-minerals companies.

- Wilmac provides NovaRed with copper-gold exploration exposure in British Columbia.
- MetalCore adds an AI-driven approach to geological analysis and target generation.

The important point is not that NovaRed is named in the agreements.

It is that international capital is being directed toward the same intersection of Canadian mining, critical minerals, and technology where NovaRed is positioning itself.

$PTON $LUNR $ENPH

[Vivek Sen @Vivek4real_]

MICHAEL SAYLOR SAID LIVE ON CNBC THAT BITCOIN BOTTOMED AT $60,000 AND THAT WE ARE ABOUT TO GO PARABOLIC SOON

“WE ARE MOVING INTO SPRING.”

“WE WILL RALLY FROM HERE.”

HE KNOWS WHATS COMING 🚀

[Ted @TedPillows]

Spot is offloading $BTC again.

First a perp-driven pump and now spot selling.

I don't like this.

[Ash Crypto @AshCrypto]

$600,000,000,000 added to the US stock market in last 2 hours as President Trump said US-Iran talks will continue.

[Killa @KillaXBT]

$BTC

Literally 9 Mondays in a row, BTC dropped a 2.5%.

If we follow the exact same pattern again, Monday would be the date to observe next week.

If we continue consolidating around this upper 64K region, we could see Monday's high form around 65–66K next week.

On the other hand, if we start breaking down before then, Monday's high could end up being a lower high instead, so keep an eye on it.

[Crypto Fergani @cryptofergani]

The entire crypto market is about to explode.

All you need to do is be patient

[Nicholas Allen @BlackMask84]

This smells like early rotation... AI headlines got the first wave, but copper supply might be where the next chapter gets interesting. NRED is why I’m digging.

#nolimits #momson #omegle
$NVO $AMC $RMSG

[Caroline Gourdin @CGourdinPF]

I’m going to be honest with you, copper at $6.27/lb matters more than another AI headline today.

Why?

Because AI, data centers, grids, EVs and renewables all point back to the same bottleneck: physical copper supply.

Bernstein raised its 2026 forecast to $12,419/ton and still sees supply deficits emerging toward the end of the decade. At the same time, mine production guidance cuts and U.S. stockpiling are tightening the physical market right now.

That is the setup where $NRED makes sense to me. Wilmac gives NovaRed 16,078 hectares in British Columbia, while MetalCore AI works on smarter target generation.

Market commentary only.

$IBM $CPSH $ERO

[CryptoJack @cryptojack]

BREAKING:

Someone just opened a $57,500,000 Nasdaq 100 long with 20x leverage.

[Pavel Durov (Parody) @DurovPD]

The biggest altcoin rally of this cycle could be just around the corner.

ALTSEASON IS COMING.

[Whale Insider @WhaleInsider]

JUST IN: Crypto investors realized $10,000,000,000 in net losses over the past 30 days.

[Quinten | 048.eth @QuintenFrancois]

Every 4 years you get a generational buying opportunity between the 200 & 300 WMA

[CryptoReviewing @CryptoReviewing]

Bitcoin survived a 83% drawdown in 2018 and a 78% drawdown in 2022.

A similar decline this cycle would put $BTC at around $25,000.

As long as Bitcoin stays above $62,000, there’s a decent chance of a relief rally.

If that level fails, the next move could be violent.

[Shib Spain @ShibSpain]

A HUGE $BTC PUMP IS COMING

Are you ready for this?

🚀🚀🚀

[Killa @KillaXBT]

The 25K–30K range last cycle is the equivalent of the 70K–80K range this cycle.

Re-accumulation before expansion.

The first leg off the bear market lows is always the one everyone fades. Everyone calls it a "bear market rally."

In reality, it's just re-accumulation before the next leg higher.

When this plays out, remember this.... don't be short.

And if we get one last round of manipulation below the lows, don't panic, abuse it. Take advantage of it. Buy as much $BTC as you can.

The biggest opportunities are usually disguised as the moments of maximum doubt.

[Bull Theory @BullTheoryio]

BREAKING: Strategy's recent $216 MILLION Bitcoin sale did NOT come from its newly approved $1.25 BILLION BTC Monetization Program.

According to VanEck's Matthew Sigel, the sale was classified as a dividend payment, meaning the monetization program remains completely untouched.

That means Strategy still has the full $1.25 BILLION reserve-building selling capacity available.

This suggests Strategy has multiple ways to sell Bitcoin, not just through the monetization program.

[Michael Saylor @saylor]

I joined @kornelijalaura at the @xapobankapp Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money.

Fix the money, fix the world. $BTC

00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world”
01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation
02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over
04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin
06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets
12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit
15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains
18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet
19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets
22:32 — Stress testing $STRC through deeper Bitcoin drawdowns
25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin���s downside volatility
27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds
30:34 — The builder roadmap: “If you want to make money, make the money”
32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money
36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens
41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit
43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation
44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital
46:01 — Why current market conditions may be a strong entry point for Digital Money builders

[Crypto Fergani @cryptofergani]

BUY. ALTCOINS. MEMECOINS. NOW.

$BTC.D DEATH CROSS FOR THE FIRST TIME IN OVER 5+ YEARS

WE ARE ABOUT TO MAKE STUPID AMOUNTS OF MONEY

[Crypto Rover @cryptorover]

If Richard Wyckoff were alive today, he'd be starting to look at $BTC around here.

We're almost there.

[Nicholas Allen @BlackMask84]

The market is sleeping on this... or maybe it’s just early. NREDF caught my eye because the copper cycle and AI buildout are starting to overlap. What happens when more people connect those dots?

#nolimits #omegle #momson $PLTR $LUNR $LUN

[Monica Lam @lajjs18128735]

Red day? Perfect setup for people who actually know what they’re holding.

The market sees a red candle. I see copper, AI infrastructure, data centers, power demand, chips, grids, and the bigger critical minerals shift happening right in front of us.

AI doesn’t run on vibes.
Data centers need power.
Power needs copper.
Chips need copper.
Grid upgrades need copper.

That’s why I’m still locked in on $NRED / $NREDF.

Add MetalCore into the story - AI-driven mineral exploration, copper-gold exposure, and a North American critical minerals angle - and this becomes way more interesting than one ugly trading day.

Blood on the street? I’m not shaken.
Buy the dip. HODL. hold!

$CLF
$TOVX
$AVEX

[Jesse Olson @JesseOlson]

$BTC hit one of four targets within a bear market.

One could make the case this bounce is over with price forming another lower high.

Target one -> Price above trending dots -> Price below blue line

Trending dots as support is your last hope for a continued bounce.