Bitcoin has almost printed five consecutive red monthly candles, following the largest volatility spike of the cycle. In our latest newsletter piece, _Checkmate 🟠🔑⚡☢️🛢️ examines why the path of least resistance from here is likely chopsolidation, and what that means for market

Only 5% of days lower on STH-MVRV. It’s just really cheap here not sure what else to say. $BTC

Metallica is coming to the Sphere in October. Break out your credit cards.

Everyone is asking: "Is Jane Street why Bitcoin isn't at $150k?" As expected, the answer is trickier than the question. But it's also more structurally unsettling than the conspiracy theory itself—and once you understand the actual mechanics, you won't be able to unsee them👇

The speed of AI replacing software jobs is simply breathtaking. Wait a minute…

If Bitcoin sees no counter-trend relief rally, and instead continues the downtrend to sub $50k (into March/April), the possibility this type of action induces an early 4 Year Cycle low is real. Again just possibilities, but extreme price action can/does force premature ends to

🇮🇹NewPrinces $NWL.MI back above €21 with strong volume - a level it hadn’t seen since October (the Princes IPO drama) 🟢The momentum building around the stock over the past few weeks has been outstanding, and technically it has a clear path to reach the key March 31 date near

Morgan Stanley says $GOOGL is backing JVs to buy TPUs and lease them out, mirroring $NVDA GPU neocloud model. Every 1M units sold could add ~$0.50–$1.20 to 2027 EPS (~4–8%).

There’s no single fix for the data center power bottleneck, but my top stock pick for 2026 addresses the most urgent one: time-to-power — helping bring new data centers online faster through on-site, behind-the-meter generation. $BE $NVDA io-fund.com/ai-stocks/bloo…

FYI bitcoin is the most oversold ever on the weekly timeframe. At $65k in 2026

Robots have become so accurate that they can carry out surgery on an egg without breaking it.

$NVDA 10 years ago: • $0.77/share (split-adjusted basis) • 22x earnings • Gaming GPU company where data center biz was a rounding error $NVDA today: • $177/share • 22x earnings • GPU engine of the new AI economy with $216B revenue & ~90% from data center For a decade,

🇨🇳 China now generates 40% more electricity than the US and EU combined.

Is Traditional Software Engineering Dead? “Does this mean that traditional software engineering is dead? Absolutely not. Software engineers—even the ones who are not necessarily tuning or training AI models—these are now among the most leveraged people on earth. Sure, the guys

Bear markets are a process of transferring coins from weak hands back to strong hands at cheaper prices. The question is: how do we know when that process is complete? In our latest newsletter piece, _Checkmate 🟠🔑⚡☢️🛢️ explores the supply mechanics which form a bear market floor, and

$ASML plans to expand beyond its EUV roots moving into several new chipmaking equipment categories. The company is targeting advanced packaging, building tools that glue and connect multiple specialized chips together.

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$PLTR Peter Thiel filed to sell 2,000,000 shares for $280,000,000 ($140/share): sec.gov/Archives/edgar…

“The point of getting rich is so you don’t have to work with people you don’t like or get along with people you don’t want to.” — Charlie Munger

Better action out of bitcoin last couple of days. Closing above here could signal a long awaited counter-trend rally. Spurred on by a strong reversal on yesterdays selloff in equities. Real trench fight.