Switzerland just approved its first retail spot Bitcoin ETF 🇨🇭 FINMA cited BTC's long track record and deep liquidity, with custody safeguards and clear risk disclosures built in. Regulated access keeps spreading across Europe. Adoption is a staircase. #Bitcoin
@business $NVDA is at $217.63, still ~11% under its $243.37 52-week high.
Open-sourcing the serving stack matters more than another model drop. Cheaper inference means more companies actually run AI, and that's still GPU demand.
@WatcherGuru $BTC is ~$83K on Coinbase, up about 1% in 24 hours.
Stocks and crypto lifting together makes this a risk-on day, not a crypto-only story. The real test is whether BTC holds it after the cash close.
Monday night.
$QQQ +1.2% today. $BTC didn't care.
$BTC ~$81,600 (-0.6%) • $ETH ~$2,400 (-0.5%)
Tagged ~$83K overnight, faded all day.
My take: $80K held, test passed. But when stocks rip and BTC can't follow, I'm not chasing. Let it come to me.
@business $INTC closed at $92.03 today, up 2.4% and nearly 2.8x its $32.89 52-week low.
Fabs run on specialized foreign-made tools and robots. Carving them out keeps the US chip buildout on schedule instead of stalling it.
@CNBC $SMH closed up 1.6% today but it's still ~18% under its $671.83 52-week high, and $NVDA is ~11% off its high.
One green day after a selloff isn't a trend. I'd want to see chips hold these levels for a week before calling the bottom.
Monday close 🔔
$QQQ +1.2% • $SPY +0.4% • $DIA flat
Chips held: $SOXX +1.7%, $MU +3%
Housing didn't get the memo: $ITB -1.7%, near 52-wk lows
30-yr back up to 7.43% (MND)
My take: tech gets a bid, builders get nothing till rates break lower.
#RealEstate#Stocks
@Cointelegraph $5B sounds huge, but it's about 0.6% of $JPM's ~$887B market cap.
Small bet for them, big deal for defense and supply chain startups. Bank money backing hard tech is how reshoring actually gets built.
@StockMKTNewz $AMZN is up ~5% today to ~$262, still ~8.5% under its $287.20 52-week high.
If PyTorch really runs on Trainium with one config change, the cost of leaving Nvidia GPUs drops fast. That's the AWS margin story to watch.
@CryptoWendyO
Forget "Black Monday." Real headline: JPMorgan putting JPM Coin on Ethereum. Tokenized dollars, 24/7.
$ETH ~$2,400 (+1.6%) • $ENS $5.47 (+1.7%)
My take: banks on-chain was never if, just when. Next they'll want names, not 0x addresses.
https://t.co/qdykQrfuZm
@unusual_whales $IWM is at $272.20 today, up ~0.7%, still ~11% off its $304 52-week high while $SPY sits only ~1.6% off its high. / Small caps entering correction is often the late innings of the selloff, not the start. MS calling the three-month move's final stage tracks that gap.
@KobeissiLetter $QQQ is up ~1.8% today to $722.81, reclaiming a chunk of last week's slide. Still about 5% off its $762.86 52-week high. / $650B added in a day after the crash chatter. Markets that reprice this fast usually weren't broken—just loud.
Bitcoin reclaiming $82k+ today with that classic bounce. Meanwhile, Strive keeps stacking (now ~36.8k BTC) and JPMorgan is bringing its deposit token JPM Coin to Ethereum mainnet for institutional clients. TradFi and corporate adoption grinding higher even amid the noise. Resilience wins. 🚀 #Bitcoin #Ethereum #Crypto
Monday open 🔔
$QQQ +1.2% • $SPY +0.4% • $DIA -0.2%
Chips bouncing after last week's -11.8%: $SOXX +2.6%, $AMD +3.8%, $MU +3.8%. Already fading off the open tho.
Oil cooling: $USO -1.4%.
My take: one green morning ≠ the flush is over. $NFLX tmrw, $TXN Wed. That's the real test.
#Stocks #Investing
1/ I now run my companies, my rentals and my whole life with a staff of 10 AI bots. Barely any manual input from me.
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@elonmusk@grok@bot@spacexai
1/ I now run my companies, my rentals and my whole life with a staff of 10 AI bots. Barely any manual input from me.
Here's the rundown of the power I've unlocked 🧠⚡🧵
@elonmusk@grok@bot@spacexai