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Daily Crypto Discussion - June 25, 2026
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Micron $MU YOLO at yesterday's close ($1,090 strike call, 6/26 exp)
yesterday was hell all the way until earnings. today's open should put me near 100% unrealized gains gg and gl to all https://preview.redd.it/uvbgz0yhef9h1.jpg?width=977&format=pjpg&auto=webp&s=08ed1525f2eaff42592ac9e05b4f40203e4f1963
Fed's preferred inflation measure hits three-year high, keeping talk of possible rate hike in play
DPRO and counter UAS, kinda interesting but still a tough small cap setup
been messing around looking at drone names again and DPRO came up while i was digging into counter UAS stuff. the whole drone hype thing doesn’t really do much for me anymore. everyone already knows drones are getting used more. what’s actually kinda interesting now is the defensive side, since …
The real crypto use case wasn't DeFi or NFTs. It was waiting for AI.
Hear me out. Every crypto cycle needed an external villain to justify its existence. 2017: \*"Banks are corrupt"\* → DeFi your money 2021: \*"Artists deserve royalties"\* → NFT everything 2025: \*"You can't tell what's real anymore"\* → \*\*and this one actually sticks\*\* Here's the thing nobody wants to admit: most …
Acn/ctsh/epam/glob/infy are no longer hi-tech premium stocks. Trending down to staffing agencies with 0.3-0.6 Price/sales cap
ACN, CTSH, EPAM, GLOB, INFY are no longer being priced like high-tech premium partners. They are trending rapidly toward the valuation graveyard of staffing agencies, heading straight for the 0.3-0.6 price/sales ratio The software-adjacent multiples of the last decade have unraveled. When growth relies on linear headcount expansion, it simple …
NCRA is starting to look interesting again
I’ve been following NCRA for a while, and I think people may be focusing too much on the convertible notes while ignoring what has changed over the past few months. Here’s why I’m still bullish: ● The company is no longer just the old aquaculture story. Management is clearly trying …