Core21Intel

[Core21Intel @Core21intel]

Hedge funds have Bloomberg terminals, quant teams, and private briefings.

Retail traders have Twitter and vibes.

Core21 exists to level the playing field.

Institutional signal intelligence. Built for everyone.

[Core21Intel @Core21intel]

@AdevAarons @APompliano $BRR is such a steal still

[Core21Intel @Core21intel]

Macro regime: RISK-OFF, confidence medium.

Fed hiked for the first time in three years. 10 year yield hit a 19 year high. S&P broke its 50 day average.

Tom Lee still calls for S&P 8,200 by year end. Three confirmed data points outrank one bullish call for now.

[AdevAarons @AdevAarons]

Two days ago I wrote about NEAR quietly moving over a billion and a half in private Zcash swaps.

Now I know why the timing mattered.

The SEC closed its two year investigation into Zcash in January.

Grayscale launched the first US Zcash ETF in August.

That's a privacy coin that just went from legally uncertain to fully regulated in seven months.

$ZEC went from around 40 dollars a year ago to over 1,200 today.

Shorts got liquidated on the way up, but the ETF and the SEC clearance are why it didn't stop there.

Privacy just went from taboo to ticker.

[AdevAarons @AdevAarons]

Markets say 66% chance of a rate hike this month.

One of the Fed's actual voting members just said the opposite. He's leaning toward holding steady.

Nobody agrees on what the Fed is about to do, including the Fed.

The Treasury just doubled its own bond buybacks to prop up the long end of the yield curve.

You don't run that kind of support and hike rates at the same time. A hike makes the government's own debt more expensive to carry.

The market is pricing tightening while the actual policy machinery is leaning the other way.

bitcoin:native pulled back to $78K on that exact confusion, and it's already climbing back up despite the odds still sitting at 66%. That's not what fear looks like.

Strategy isn't betting on a rate decision.

They're betting against the idea that the government can keep buying back its own debt forever without the currency it's priced in losing value.

$370 million says they're right.

[AdevAarons @AdevAarons]

Short liquidations are stacked at 80k for bitcoin:native

If we move past 80k, nothing is stopping us from going to 84k.

Are you ready?

[Core21Intel @Core21intel]

@AdevAarons That's big!!

[Core21Intel @Core21intel]

@AdevAarons 😂😂

[AdevAarons @AdevAarons]

What does this really mean?

This is just a signal.

A signal that US treasury will step in if things get out of hand.

This program start Sept. 9th and we already see yields sharply decreasing.

The narrative is probably shifting slowly.

$BTC and Crypto are perfectly placed for this shift.

[AdevAarons @AdevAarons]

It is funny because this basically already happens after-market, pre-market, and so on.

It's cool to have these after-market movements; not a big fan of a 24/7 stock market.

I actually don't think most trad guys are interested in this, either.

[AdevAarons @AdevAarons]

Russia just approved $BTC, $ETH and $USDT for public exchange trading.

The countries that spent years fighting crypto keep ending up as the ones regulating it.

Every holdout eventually writes the rulebook instead of banning the thing.

That's not adoption slowing down. That's adoption becoming permanent.

[Core21Intel @Core21intel]

@cryptokillua99 @limpcritisism Thats the key to being rich

[Core21Intel @Core21intel]

@AdevAarons Has to be ethereum:0x3c3a81e81dc49a522a592e7622a7e711c06bf354

[Core21Intel @Core21intel]

@AdevAarons Memory chips just getting started

[AdevAarons @AdevAarons]

Apple raised Mac prices this morning. It sucks because I was about to upgrade...

The AI inflation is real. AI is eating the chip and memory supply.

Regular manufacturers are now competing for what they used to get easily

That's AI inflation

And it's just getting started.

If you still think $SNDK $MU are overvalued, you are wrong

[AdevAarons @AdevAarons]

Everyone's watching the model companies

£1.7B says the real trade is who owns the compute

$NBIS is building what the AI winners will rent

[Core21Intel @Core21intel]

@AdevAarons The crypto world is done bro, move on

[Core21Intel @Core21intel]

2 dividend capture setups in the HOT window right now.

$MAIN ex-date June 8. 9 days out. 7-8% annualized yield.
$O ex-date June 10. 11 days out. 5.2% yield. 30-year streak.

Enter 3-5 days before. Sell 1-2 days before ex-date for the run-up premium.

Not financial advice.

[The Quantum Bull @QuantumBullHQ]

Taking a look across the quantum sector and we are seeing a lot of green. But what if I told you after the move today $INFQ is still under-valued? In fact @zipcharlie called the same setup when he featured @infleqtion in a recent video.

I think people are underestimating the real setup here.

The U.S. government backing was not just a one-day quantum headline.

The setup is:

1. LOI's <-- we are here
2. finalized awards (new catalyst)
3. bottlenecks get funded (new catalyst)
4. benchmarks improve (roadmaps pull forward, new catalyst)
5. the PR cycle compounds
6. the technology accelerates, leaders more clearly emerge (new catalysts)
7. quantum advantages become more obvious

If that sequence plays out, last week’s announcement may end up looking like the first of many dominos, not the main event. As @DivesTech said, we're still in the dugout of the quantum story. The first inning hasn't even started.

Almost every stock list floating around on X this year didn't even mention quantum. Big mistake.

$INFQ $RGTI $QBTS $IONQ $XNDU $QUBT $BBCQ $RAAQ $HQ $IBM
$BTQ $LAES $OONEF $QNC $ARQQ

[Core21Intel @Core21intel]

Macro regime: RISK-ON. Confidence: medium.

NVDA $91B Q2 guide. Tom Lee S&amp;P 7,300 maintained. Cybersecurity at ATH.

Headwind: Fed Chair Warsh. CPI 3.8%. Rate cuts maybe 2027.

Risk-on the tape. Cautious on the thesis.

Not financial advice.

[Core21Intel @Core21intel]

UMich consumer sentiment: 44.8. All-time low.

54.8% of consumers expect stock prices to rise. Second highest ever.

This gap started in November 2022. Exactly when ChatGPT launched.

Welcome to the AI Divide.

Regime: NEUTRAL. Both signals are real.