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AVGO feels like a good company and a bad place to be too confident

AVGO feels like a good company, but also not a place to get too comfortable I was watching the discussion around AVGO and both sides kind of make sense. One side is basically saying the business is still solid. AI revenue is real, infrastructure demand hasn’t gone away, and the …

Citi Cuts BTC Forecast as Standard Chartered Backs Morpho Over BTC, ETH

Citi Cuts Bitcoin Forecast as Standard Chartered Backs Morpho Over BTC, ETH

Nvidia offers start-up customers chance to swap compute power for revenue share

Trump Earned More From Cryptocurrency Than Coinbase as Supreme Court Expands Regulatory Power

Trump Earned More From Crypto Than Coinbase as Supreme Court Expands Regulatory Power

As Stablecoins Lead Crypto Investment Themes, Bitcoin Is No Longer The Favorite Child

BTC around $60K: is this a real support test, or just the first leg lower?

BTC being around $60K feels like more than another random range level. The setup I’m watching is pretty simple: * Spot ETF flows were still negative into late June * The July 28–29 FOMC meeting could change risk appetite again * BTC is sitting near a major psychological and technical …

A reminder as scam volume climbs

Your recovery phrase should only ever exist in two places, on your device screen during setup, and on paper you physically control. Never a website, never an app text box, never pre printed in the box a wallet shipped in. If a device arrives with a seed phrase already filled …

HUBS (& CRM) - A short write up

HubSpot ( HUBS ) is a marketing software as a service platform - competing with SalesForce ( CRM ). HUBS is down 53% YTD. Revenue up 23% YOY (5 Y CAGR 28%) and operating income up from -23M to +29M YOY (1Q2026). Asset/Liabilities is 2,1x and Income/Liabilities is 0,025. HUBS …