Koen | Markets & Startups

29y/o Entrepreneur.
Crypto & macro investor since 2017.
Trying to make sense of the changing world.

Let's grow together!

[Koen | Markets & Startups @koencrypto]

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The conflict in Iran has people fearing an energy crisis.

Crude Oil +8%
Natural Gas +6%

What is happening in the market? What are the effects on inflation and energy security?

US bond yields have shot up, triggering a flight to safety similar to what we saw during the COVID crash.

Even gold and silver sold off 3.5% and 6% respectively.

The closure of the Strait of Hormuz in Iran and the halt of Qatari LNG production, have made oil and natural gas futures go parabolic.

People are worried about inflation, and energy security.

See this thread for how to read and trade this.

$WTI $LNG $WENS $XLE $GLD $SIL $SPX

[Koen | Markets & Startups @koencrypto]

@StockSavvyShay Jevon’s Paradox

[Koen | Markets & Startups @koencrypto]

@JesseCohenInv The FED meeting

[Koen | Markets & Startups @koencrypto]

@fiscal_ai Micron will soon be a $1T company

[Koen | Markets & Startups @koencrypto]

Operating profits for $MU have exploded.

Gross margins have reached 74% for Micron, given extreme scarcity in memory chips and a push into HBM for AI applications.

[Koen | Markets & Startups @koencrypto]

The numbers of $MU are out of this world!

Q2 2026 Earnings:

Revenue: $23.86 billion, soaring 196.4% year-over-year. 

Adjusted EPS: $12.20 per share, crushing analyst estimates of $8.66. 

Management provided optimistic Q3 guidance, forecasting revenue around $33.5 billion.

The memory supercycle is far from over.

Despite the earnings beat, Micron is down 3% in the after market..

[Koen | Markets & Startups @koencrypto]

@StockSavvyShay @fiscal_ai 74% margins are out of this world.

Scarcity drives margins..

[Koen | Markets & Startups @koencrypto]

@Investingcom How is it down??

[Koen | Markets & Startups @koencrypto]

@RihardJarc The memory super cycle seems to be far from over, and $MU is leading the pack.

[Koen | Markets & Startups @koencrypto]

@Mindset4Money_X Insane that it’s down 3% in the after market after such numbers.

[Koen | Markets & Startups @koencrypto]

@ecommerceshares And still the stock is down in the after market.

Unbelievable!

[Koen | Markets & Startups @koencrypto]

@TheSkayeth Don’t fight the fed

[Koen | Markets & Startups @koencrypto]

@Sam_Badawi I think the stock market often overreacts to Google beta launches. This won’t kill $FIG or $ADBE

Look at the history of products that were cancelled by $GOOGL

It’s hard to move the needle in a 3-4T company.

[Koen | Markets & Startups @koencrypto]

@StockSavvyShay $NBIS and $IREN are critical holdings for the AI infrastructure build outs.

Hyperscalers depend on them in the build out.

[Koen | Markets & Startups @koencrypto]

@FluentInQuality Interesting how $NVO was first to market with their weight loss drug but completely lost their edge.

[Koen | Markets & Startups @koencrypto]

$HYPE becoming the everything exchange. This is the most solid crypto project out there.

Hyperliquid has just started trading $SPX (SP500) perpetuals contracts.

This is the promise of 24/7 low fee global trading.

Recently they have launched contracts for Silver, Gold, and Oil too.

RWAs (real world assets) now make up about 30% of trading volume on the decentralised crypto exchange.

More assets will launch soon, preventing people to shift between multiple brokerage accounts.

[Koen | Markets & Startups @koencrypto]

@RoundtableSpace Hyperliquid slowly becoming the everything exchange.

Being up while the market is down is a huge vote of confidence.

[Koen | Markets & Startups @koencrypto]

@StockSavvyShay Figma is down 8% on the news!

You think that’s justified?

[Koen | Markets & Startups @koencrypto]

@KobeissiLetter This is a massive arbitrage opportunity for US oil producers.

[Koen | Markets & Startups @koencrypto]

@brewmarkets As long as the conflict in Iran persists, interest cuts will remain uncertain.