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BREAKING: 🇺🇸 BNY, the world’s largest custodian bank with $59 trillion in assets, is moving fund transactions on blockchain. BlackRock is among the first to move on-chain

The macro rotation from growth to value is entering its second phase. Key signal: 10Y/2Y spread inversion resolving. Positioning accordingly.

The Clarity Act is delayed but the SEC is still moving forward with rules on Tokenized
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$ETH is heading to 20k.

NVDA Breaking Out Again

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The Big Seller Behind Bitcoin Miners Could Be Nearly Done
Citadel has unwound more than 80% of the risk it acquired from Situational Awareness. The fund's latest filing showed nearly $1.99 billion in Bitcoin miner positions, including major stakes in Core Scientific, Riot Platforms and IREN.

Bitcoin is a hedge against $40T U.S. debt, Dalio says
Billionaire investor Ray Dalio has renewed his support for holding gold and some Bitcoin as U.S. federal debt has crossed $40 trillion, and BTC has rallied toward $80,000. Ray Dalio, writing in an X post, said the U.S.

Two Years of Friday Paydays: The 44% Fund Has Kept Its NAV and Beaten Half of Wall Street
The Roundhill Innovation-100 0DTE Covered Call Strategy ETF (CBOE:QDTE) just cleared its second birthday, and the fund has done exactly what it promised: a Friday paycheck almost every week, a headline distribution rate near 46% on trailing distributions of $13.24 per share, and a share price that has actually drifted higher rather than melting.

Coldcard Adds New Security Measures After $130 Million Bitcoin Exploit
Coinkite's latest firmware requires users to add their own randomness when generating wallet seeds and fixes additional security issues uncovered during a three-week review.

Daniel Rubino on Foldable iPhone & AAPL Long-Term Expectations
Apple's (AAPL) iPhone 17 did better than expectations, but @WindowsCentral's Daniel Rubino tells investors not to expect many changes for iPhone 18. The biggest change: foldable phone, which he sees facing some challenges as that corner of the market has plenty of new and established competitors.

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The macro rotation from growth to value is entering its second phase. Key signal: 10Y/2Y spread inversion resolving. Positioning accordingly...
The Clarity Act is delayed but the SEC is still moving forward with rules on Tokenized
NVDA Breaking Out Again
NVDA Bull Case Revisited: Why the 18% Consolidation Was Multiple Compression, Not Deterioration
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The Clarity Act is delayed but the SEC is still moving forward with rules on Tokenized
BREAKING: 🇺🇸 BNY, the world’s largest custodian bank with $59 trillion in assets, is moving fund transactions on blockchain. BlackRock is among the first to move on-chain

The macro rotation from growth to value is entering its second phase. Key signal: 10Y/2Y spread inversion resolving. Positioning accordingly.

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