Caroline Gourdin

Not always right, always responsible. $VEON $HL $ASTS

[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

[Cup @cryptocupra]

BELIEVE ME OR NOT.

$ETH IS ABOUT TO GO PARABOLIC.

AND WHEN IT DOES,

ALTCOINS WILL FOLLOW.

ETH STRENGTH = LIQUIDITY ROTATION INTO ALTS.

HOLD STRONG

[borovik @3orovik]

ETH is sitting at just $1,700 right now

Robinhood, a $100B company just launched an ETH L2, meaning demand for ETH will increase

You need ETH to use on Robinhood chain

With 28 million users, this is super bullish!!

[Documenting Saylor @saylordocs]

Buy Bitcoin 500 days before halving

Sell Bitcoin 500 days after halving

I'm Shocked this worked!

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: $200 billion VanEck expects Bitcoin to be "materially higher" in a year 👀

VanEck's Matthew Sigel is "advising clients to gradually build their Bitcoin positions over the coming months." 🚀

[Ash Crypto @AshCrypto]

BREAKING : 🇺🇸 BlackRock ETF has sold $59,160,000 worth of Bitcoin.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Tokenized equities saw a record $3.4 billion in volume for the month of June.

This marks +279% month-over-month growth and +1,400% year-over-year growth.

The growth was primarily driven by SpaceX's record IPO and surging demand for 24/7 trading.

Furthermore, the Solana network now accounts for over 90% of volume traded in these assets.

A substantial amount of this volume growth has been driven by Jupiter, the largest onchain platform in the world, which has seen MoM volume growth of +56%, with ~60% of tokenized equity volume happening during off hours and weekends.

Tokenized asset growth is exploding.

[zerohedge @zerohedge]

"A generational transfer in free cash flow is taking place: BofA

[Vivek Sen @Vivek4real_]

THE BITCOIN REVERSAL WILL BE BRUTAL FOR BEARS.

A FACE-MELTING RALLY IS COMING 🚀

[Binance @binance]

Global finance doesn't have to mean one global currency.

Over US$5B in non-USD stablecoin trading shows growing demand for digital assets that combine local familiarity with blockchain efficiency.

The future is local currencies moving on global rails.

[XuanQuan @XuanquanBTC]

🚨 $XAUUSD Weekly Update: Extreme Volatility! 📉📈
Gold just put on a masterclass in market drama. After an aggressive bearish waterfall from its $5,516 peak straight down to the $3,368 floor, the buyers have officially entered the chat.
Key Takeaways:
📉 The Drop: A massive bearish extension pushed prices off a cliff, driving the RSI(14) down near the oversold territory (~30.40).
🔋 The Bounce: We are seeing a massive green rejection candle, squeezing shorts and slamming price right back up to the $4,012 zone.
🎯 Watch Levels: Immediate overhead resistance sits at $4,227 - $4,442. The key support floor to hold is now $3,368.
If this weekly candle closes with this massive lower wick, expect a corrective rally to test higher resistance.
Are you buying the dip or waiting for a retest? 👇

[Heisenberg @Mr_Derivatives]

Futes:

[Michael Saylor @saylor]

After a decade of blockspace fears and non-monetary-use panics, Bitcoin still has no spam problem. Fees are 1 sat/vB: anyone can move any amount globally with immediate processing for ~$0.30. The free market has always solved Bitcoin’s blockspace challenges. $BTC

[Cup @cryptocupra]

BUY. ALTCOINS. NOW OR REGRET

ALTSEASON 3.0 IS LOADING HEAVILY

START: AUGUST 2026
END: NOVEMBER 2026

ENJOY THE PARABOLIC PUMP
IF YOU WANT TO KNOW WHICH COINS IM HOLDING

JUST FOLLOW ME WILL REVEAL WITH THE NEXT POST!

[CRYPTO THRO @CryptoThro]

We saw one of the biggest #bullruns after the COVID crash.

The last 6 months have been even worse than that crash.

That’s why I’ve never been more bullish.

Go long, Stay long.
#Bitcoin going to 2x to 3x.
#Altcoins going to 10x to 100x.

If you still haven’t followed me, you might regret it.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Investment research firm Brownstone says Bitcoin sellers are exhausted and recent price action may be proof of a bear market bottom 👀

"This is known as a bullish divergence. It tells us sellers are getting exhausted. The people who wanted out have sold."

Bullish 🚀

[Just a Dude Who Invests @DudeWhoInvests]

Days like today in the stock market are where the real wealth is built.

[Crypto Rover @cryptorover]

🚨 BITCOIN JUST FLASHED A RARE SIGNAL.

The last time this happened, $BTC rallied over 600%.

[Shay Boloor @StockSavvyShay]

$NVDA finally making its move 👀

[Caroline Gourdin @CGourdinPF]

YOU SAW THIS? AI is moving from software hype into infrastructure reality. Data centers need power, grids and copper. That’s why NREDF caught my eye.

#nolimits #omegle #momson $HCA $CDNS $EXPE

[Frederic Gruyelle @FGruyelle]

SK Hynix is showing how intense the AI supply chain has become.

The company is moving toward a U.S. public trading debut as demand for high-bandwidth memory keeps exploding. Reports point to demand running at 7x the available shares, with SK Hynix aiming to raise around $28B.

That is serious capital chasing AI memory.

But the bigger story goes beyond semiconductors.

HBM sits next to GPUs to help AI systems run faster. Those systems live inside data centers. Data centers need huge amounts of electricity, cooling, transmission capacity, and grid upgrades.

That brings copper right back into the conversation.

For $NRED / $NREDF, this is the macro connection I care about: AI growth creates physical infrastructure demand, and physical infrastructure needs critical minerals.

Wilmac gives NovaRed copper-gold exposure in BC.

MetalCore adds an AI-driven exploration angle.

The AI trade starts in chips, but the infrastructure layer reaches into copper.

$CMPS $DFTX $AMC