S&P 500 is set to close 8 consecutive 6M candles in green.
This has only happened once before.
During the dot-com bubble, $SPX closed 11 such candles in green and then crashed 51%.
Calling BIP-110 an "attack on Bitcoin" is backwards.
If BIP-110 passes:
• Supply stays at 21 million.
• Proof of Work is unchanged.
• Wallets, Lightning, multisig, and self-custody work exactly as before.
• No coins are confiscated.
• No addresses are censored.
The primary effect is that large arbitrary data used by Ordinals, Runes, and similar protocols would no longer be valid.
That's not an attack on Bitcoin's monetary system.
It's a debate over what belongs on Bitcoin.
A lot of people who do not have the skill or psychological makeup to successfully actively manage their own money sold Bitcoin and treasury companies over the last couple weeks. Not everyone will make it in this game long term. RIP to all the good people we lose along the path.
Bitcoin is actually a new form of money that is being adopted in front of our eyes.
The adoption is a near perfect power law. In 17 years we have gone from zero to 5% of US M2.
In another 10 years, Bitcoin will exceed M2.
$RDW --- In June, the U.S. Missile Defense Agency (MDA) advanced the $542 billion Golden Dome next-generation national missile defense initiative. As a core aerospace & defense supplier, sell-side analysts project $RDW will phase into the program and secure initial contract awards by late 2026.
$RDW has completed development, testing and customer delivery of its flagship MANUS lunar robotic arm prototype. The system is engineered for payload handling and offloading on future crewed lunar missions, further cementing its critical tier-1 supplier status within NASA’s industrial ecosystem.
1.Pick-and-Shovel Play for Full-Spectrum Space Infrastructure
Unlike speculative launch-focused space startups that rely solely on launch vehicle narratives, Redwire specializes in foundational orbital infrastructure. Any operator targeting space access — SpaceX, Blue Origin, NASA, and U.S. military branches alike — depends on Redwire’s product suite: Roll-Out Solar Arrays (ROSA), satellite antenna systems, in-space additive manufacturing hardware, and spacecraft digital twin software. It stands as a universal critical component supplier spanning the entire space value chain.
2.Dual Growth Engines: Commercial Space + National Defense
Its latest quarterly earnings highlight a successfully diversified revenue mix. Q1 total revenue hit $97 million, split between $52.7 million from commercial space operations and $44.3 million in defense tech sales. Amid heightened global geopolitical tensions, rising defense budget allocations provide a rock-solid baseline for recurring top-line growth.
3.Record-Setting Contract Backlog with Massive Long-Term Pipeline
$RDW ’s contracted order backlog has climbed to an all-time high of nearly $500 million, a figure that even exceeds its full-year annual revenue guidance. Meanwhile, its total prospective program pipeline tops $10 billion. Consistent on-time delivery will lock in multi-year, highly predictable revenue visibility for the firm.
40 years from now folks will be telling their grandchildren: “I remember way back in June of 26’ this candle unlike any I ever saw before that happened in the last minute of the cash open! It caused widespread emotional duress & heart palpitations.” 🤣
I also think it will outperform Strive. The idea that ASST "out innovated" MSTR is ridiculous.
Both STRC and SATA are extremely high cost of capital. This is the blind leading the blind.
But at least MSTR has scale.
I've held $RKLB through:
- one 50% drawdown
- three 40% drawdowns
There is no other way to get multi bagger gains.
Even with the pullback, my first purchases are +2000%. I'm glad I trimmed in 130s tho 😂😂
$RKLB This the place to accumulate again after such bounce with good volume.
Stock still keeps the rising channel that started in late 2024. No reason to cut unless this channel is lost.
Silver still trying...Here is the inside joke: "Tarnished slut" was the name my very good trading buddy gave to SI when GC was leading years ago. "Wire" is what the floor brokers in NY called copper in old days. "Buy me 2 of the wire".