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Leverage on chip stocks unwound. The economy holds strong. Bitcoin nears the end of its bear market ahead of the Clarity Act.
The Fed + a Senate vote could decide it...
Spicy Take Sunday 🌶️
15+ trades executed through the AI selloff. Melvin calls the drawdown a toll, not a warning.
What we learned from yesterday’s sell-off.
More use = less supply.
But is now reborn...
Six-month trend held at +0.30. Market breadth fell third straight week. Allocation drops to 75%.
We have two very different answers...
HOOD sold at +55%, HYPE at +135%. Capital rotated into Nebius and CoreWeave.
Let’s flip a coin...
