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While crypto equities collapse (Gemini -89%, BitGo -77%, Bullish -71%), BlackRock, Goldman, JPM and Morgan Stanley just joined a UK tokenization taskforce. The speculation business is dying, not crypto.
Two sets of headlines landed in the same week and I don't think enough people are putting them side by side. Set one, the carnage in crypto-native equities: \- Gemini (GEMI) is down \~89% from its \~$37 open last September, trading around $4.19 as of July 7. \- BitGo (BTGO) …
Banks are reporting earnings this week
Six of the eight biggest banks returned 58% to 63% over the past year. The two that didn't, jpm at 16.55% and wfc at 4.42%, both report today. JPM has the best ROE of the group and the second-worst tape. Earnings are where the market decides which number was lying.
The other Lucid (not motors)
Here is my once in a lifetime Pepe Silvia post: Esophageal cancer (EC) is one of the most deadly cancers, and incidence has increased something like 400-600% since 1975 (depending on the study). It can be cured entirely when it's caught early, but it's almost never caught early because nobody …
Korean FSS confirms 350K forced liquidations. Loss porn incoming from an entire country. 🍿
CLOV Clover Health stock
**CLOV** Clover Health stock watch, pullback to 4.51 gap support area with high trade quality. Long trade TARGET 1 * Price: 5.33 Profit: 16.6% (Typical rally) * Stop/Trailing Stop: 4.36 Loss: 4.6% * P/L Ratio: 3.6 : 1 - Good TARGET 2 * Price: 5.69 Profit: 24.5% P/L Ratio: 5.3 …
Deep Dive: Where Value Accrues in the AI Stack
Where does it start? Where does it end? Where does it fork? Which layers compound value, and which get commoditized? Who owns the fulcrum assets that pivot the rest of the stack? Every era of computing has been won by the people who got the stack right. This is the …
$SPCX Shortsqueeze
Lying LA sheriff's deputy who worked as muscle for crypto 'godfather' learns fate
Trump calls for Congress to pass Clarity Act crypto bill to honor Lindsey Graham
The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.