The funny part is when $BTC blasts through 126K.
You will never see it trade under 100K again.
The math checks out, especially if this cycle bottomed after -54%. BTC only needs to test 150K+ this cycle for the bear-market retrace to potentially be just 40โ45%.
So whoeverโs been mindlessly TWAP selling this range, I can assure you, youโll be buying my bags when BTC is 0.15M per coin.
Well would you look at that ๐
We flagged Vistra Energy below Pelosi's original buy
Yesterday, the U.S. government announced a $4.2B loan to upgrade 3 of Vistra's nuclear plants tied to AI data center demand
โข Price when Pelosi bought: $170
โข Price of $VST then: $141
โข Price now: $158
Still below her entry, but climbing
@MSrossm4572 Classic tension between demographic necessity and fiscal strain. A shrinking local workforce forces Europe into dangerous tradeoffs between labor import and budget deficits.
XP Inc. popping 15%+ premarket to hit new 52-week highs! A classic combination of compressed valuations, strong earnings fundamentals, and positive Brazilian macro tailwinds.
https://t.co/6BHHOSHDSu
@ReallyMe61@GrayBeardPCG Paying school taxes is about making sure that the future doctors, engineers, and pilots who will serve you 30 years from now actually have the professional skills they need! Itโs all about the workforce of the future.
As you hear rates are going to take down everything and people telling you weak breadth is confirming, the simplest place to look and see if the market is discounting rate sensitivity or investors fears about broader market problems are to look at staples and utilities. SPX over XLP made new highs the past week as did Financials over Utes. Staples outperforming SPX has been a great breadth signal over the last 25 years for confirmation of coming risk. See DotCom bubble. Ford, GM, Homebuilders, Real Estate etc are going down (rate sensitive) while NDX over SPX 3 week RoC is its best since 2023 aside from coming out of the Iran depths in March. If you are worried because of the new fresh bear porn, watch XLP over SPY for a warning. Currently it is flashing green light and real risk is a bounce in breadth.
The ETF bid is gone again.
It came back in late August, ran for just over three weeks, and has already flipped to net redemptions.
The ETFs bought during and after the rally, but are not currently buying the bitcoin:native dip.
@yudream90@TheSCIF@realDonaldTrump@JDVance Expecting an 'America First' political movement to prioritize Korea's interests shows a complete misunderstanding of their foreign policy platform. 'MAGA' isn't a charity.
Good morning from the Big ๐! TDC Convergence Forum is officially underway, bringing together industry leaders for candid conversations focused on the convergence of traditional finance and digital assets. Stay tuned for more. ๐งต