The floodgates are open. Circle was an ideal lead blocker. I doubt this is the last filing one we see over the next couple of months

Either CRCL rerates lower or COIN rerates higher. Either way, something's got to give.

A day early on the rotation but I'll take it

Other AI/HPC names followed CORZ lower, but imho CORZ trading lower has more to do with the lack of borrow in CRWV. Think it creates a good opp here for the rest of the cohort

Pour one out for the guys who sold in may and went away

I think it might be time for the OG DAT to show off a bit

Yeah i don't think he resigns. But if he does, you probably want to buy that BTC candle with two hands

I've been called worse tbh

Looks like we are getting a re-vote

You didn't have to get into PUMP ICO to capitalize on the memecoin launchpad trade

BTC / TLT after this headline

Holding is fine for some. Trading is fine for others. Key is to identify a system that works best for you that optimizes for acquiring the most btc over the long term for yourself and your progeny

Funding rates getting hot for the first time in a long time

SOL CME futures did >$1B in volume yesterday

A nice shout out to stablecoins from the TBAC today

The obvious takeaway from META and MSFT earnings is that the AI capex cycle still has a lot of juice left, and companies w AI infra assets should continue to benefit (looking at you AI/HPC miners + GLXY)

This speech, and the directives outlined in it, are insanely encouraging for the industry and financial markets in general sec.gov/newsroom/speec…

Dissenters looking good here

Part of growing up is realizing that the bid that sends eth to 10k will come from the people that have no idea how to spell ethereum

Arms race continues. Huge deal for WULF