Michael A. Carter

Head of Strategy @FundstratCap | Investment strategy, macroeconomics, asset allocation & thematic investing

[Michael A. Carter @CarterMichaelNY]

@Cointelegraph The long-term thesis makes sense, but $500K would require massive sustained demand. Institutional inflows will be the key metric to watch.

[Michael A. Carter @CarterMichaelNY]

@KobeissiLetter Strong rebound for tech. The real test is whether the rally spreads beyond the biggest names or starts losing momentum near all-time highs.

[Michael A. Carter @CarterMichaelNY]

@coinbureau Selling early can be painful in hindsight, but securing profits and reducing exposure isn't a bad strategy. Even crypto pioneers have their limits.

[Michael A. Carter @CarterMichaelNY]

CoreWeave's earnings are another reminder that AI infrastructure demand is still running strong.
A 16% jump shows investors are rewarding companies that can turn AI spending into real revenue.
The bigger question is whether growth can keep outpacing the massive capital required to build and operate these data centers.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: CoreWeave stock, $CRWV, surges over +16% after posting stronger than expected earnings due to AI.

Nasdaq 100 futures extend gains to +1.5% on the day.

[Michael A. Carter @CarterMichaelNY]

@DeItaone Gold is getting hit by rate hike fears. If CPI comes in hotter than expected, the pressure on gold and risk assets could continue.

[Michael A. Carter @CarterMichaelNY]

@coinbureau This is concerning. A phone can be convenient for crypto, but keeping large holdings protected by a separate hardware wallet makes more sense than ever.

[Michael A. Carter @CarterMichaelNY]

Four whales accumulating $210M in BTC while the market is under pressure is worth paying attention to.
Large buyers often use periods of fear to build positions, but accumulation alone doesn't guarantee a bottom.
I'd be watching whether this buying continues and if spot demand starts absorbing the selling pressure.

[Ash Crypto @AshCrypto]

4 whales have bought $210 MILLION worth of $BTC in the last 24 hours.

Don't panic sell all your coins to whales !!

[Michael A. Carter @CarterMichaelNY]

@coinbureau Strong reaction from AVAX. If the NYSE plans materialize, this could be a major step for tokenized securities. Actual settlement volume will be the real test.

[Michael A. Carter @CarterMichaelNY]

@lookonchain @Aster_DEX Solid trade so far. Curious how long they'll hold that 20x short before locking in profits.

[Michael A. Carter @CarterMichaelNY]

@coinbase This is a big step for Coinbase's institutional business. The charter matters, but what they build on top of it over the next few years could matter even more.

[Michael A. Carter @CarterMichaelNY]

Five consecutive red weekly candles heading into CPI creates an interesting setup for Bitcoin. A liquidity sweep below recent lows could support a relief rally, but a bounce alone wouldn't confirm a reversal. I'd want to see BTC reclaim key levels and hold them before getting too confident.

[Killa @KillaXBT]

It has been a while since we have seen $BTC dump over the weekend.

This will be the 5 consecutive weekly red candle. We’re also dumping into CPI while sweeping the stops below the lows.

I’m anticipating a strong move back up this week.

[Michael A. Carter @CarterMichaelNY]

@binance Good progress on withdrawals. Now the focus shifts to reliability and getting the remaining assets back online.

[Michael A. Carter @CarterMichaelNY]

@AshCrypto Reserve sales can slow depreciation, but they won't solve the underlying inflation and confidence issues.

[Michael A. Carter @CarterMichaelNY]

@cryptorover High open interest raises squeeze potential, but positioning and spot buying will determine the direction.

[Michael A. Carter @CarterMichaelNY]

Restoring withdrawals across multiple networks is an important step, but timelines alone won't rebuild confidence. Successful processing, consistent uptime and clear communication will matter more.

[Binance @binance]

Update: We’re working to reopen withdrawals for HYPE, INJ, APT, PLASMA, NEAR, LTC by end of next week.

We also aim to reopen withdrawals for all tokens on networks that are already restored (including BSC, ETH, MATIC, ARB, POL, OP, etc.) by then.

Thank you for your patience.

[Michael A. Carter @CarterMichaelNY]

@wallstengine Interesting exposure to Qualcomm. The next filings should help clarify whether Alphabet is building a larger position.

[Michael A. Carter @CarterMichaelNY]

@DeItaone A significant payroll beat. Wage growth and future revisions will be key for Fed policy expectations.

[Michael A. Carter @CarterMichaelNY]

@Cointelegraph Interesting move after more than a year. The next transfers should offer more clarity on the whale's strategy.

[Michael A. Carter @CarterMichaelNY]

@BitcoinArchive A major strategic shift. AI infrastructure offers new opportunities, but execution and capital costs will matter.

[Michael A. Carter @CarterMichaelNY]

@AshCrypto Encouraging recovery, but a cycle bottom needs more confirmation than price alone.