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HOW TO PLAY $ETH: 1. Ethereum itself 2. $BMNR $SBET — Ethereum treasuries, while many more are popping up, these two are the ones that have a sizeable amount on the balance sheet and have already approved the capital to buy more. I like $BMNR more because I trust Tom Lee who is the chairman of it. 3. $HOOD — Robinhood is one of the cheapest platforms to buy Ethereum on, as more people continue to trade it, that increases trading volumes which increases transaction revenues. Robinhood is now charging upwards of 30% more on their take rate for crypto than last year (still 50% cheaper than $COIN) so more ETH trading means more crypto revenues for Robinhood. 4. $COIN — Coinbase in general does well when all crypto does well so ETH should be a tailwind for them similar to Robinhood. 5. $ETHA — Blackrock's Ethereum ETF gives 1:1 exposure to Ethereum and you can write covered calls against it, given it's from Blackrock the security of the fund is strong and has seem a big uptick in inflows over the past month.

BIG TECH JUST UNLEASHED THE AI ARMS RACE • Microsoft: $120B (expected $80B) • Amazon: $118B (expected $105B) • Meta: $100B (expected $72B) • Google: $85B (expected $75B) That’s not spending. That’s warfare. Bullish for the entire picks and shovels crew: $NVDA $ORCL $ASML $ARM $CDNS and $PLTR