Market is capping off a downbeat week for the major averages led lower by tech which we'll talk about in a minute. Joining us this morning, David Kelly, chief global strategist over at JP Morgan Asset Management, can help us kind of digest the week and this uh Yumish print. David, I mean, we were just talking about how uh the stock market at record highs is not getting reflected in overall sentiment.No, >> absolutely. I mean, we've got we've got submarine sentiment. Uh we've got a sort of a tortoise-like ec ...

BREAKING: 🇺🇸 $4 trillion JPMorgan holds $343 million in Bitcoin ETF. https://t.co/aIAGOBVAxx ...

Investment Holdings - JPMorgan now holds 5,284,190 Bitcoin ETF shares [1] - The value of JPMorgan's Bitcoin ETF shares is $343 million [1] - JPMorgan's Bitcoin ETF holdings have increased by 64% since June [1]

it's easy to get distracted by the noise and doomposts all over CTobjective data and facts show that you should be buying the dips, however — and aggressively:- ETFs are holding and buying- JPMorgan says $BTC is now ridiculously cheap compared to gold — showing that institutional players consider it heavily discounted here- the US Government shutdown will end soon and improve liquidity conditions- crypto has a lot of catching up to do to recent equities and gold rallies- BTC Fear and Greed Index is at 'Extr ...

🔥 NEW: JPMorgan says Bitcoin looks cheap vs gold when adjusted for volatility, pointing to $170K fair value.Is Bitcoin the better play? 👇 https://t.co/wcU1dN5QRn ...

🗣️ These are the crypto topics gaining the most traction and driving markets as markets try to hang on to support levels:📈 Alcx Sapien Pump: Sapien ($SAPIEN) and Alchemix ($ALCX) are experiencing rapid price pumps, drawing attention from traders eager to capitalize on quick gains. These spikes are driven by hype and speculative buying, but caution is advised due to frequent sharp retracements and potential rug pulls. Meanwhile, privacy coins like Zcash ($ZEC) and Dash ($DASH) continue to rally, supported by ...

Market Trend - JPMorgan analysts predict Bitcoin could reach nearly $170 thousand within the next 6-12 months [1] Factors Influencing Bitcoin Price - Deleveraging in perpetual futures is cited as a factor [1] - Improvement in BTC's volatility ratio versus gold is also a contributing factor [1]

🔥 BULLISH: JPMorgan says Bitcoin is now $68,000 undervalued compared to gold after its latest dip, signaling the asset may be more attractive than gold. https://t.co/bwASI8YEeh ...

The Daily: Google to integrate Polymarket and Kalshi data in search results, JPMorgan sees bitcoin reaching $170,000, and more https://t.co/HjWOlFjOwk ...

Core Viewpoint - The lithium market is experiencing significant volatility due to geopolitical factors, particularly changes in US-China relations and China's easing of export restrictions on critical minerals, leading to a sharp decline in lithium stock prices after a previous rally [1][2]. Group 1: Market Reaction - Lithium Americas Corp. (LAC) has seen a 45% decline in stock price over the past month, attributed to shifting rhetoric from the Trump administration regarding US-China relations [1]. - Other companies in the sector also faced declines, with Standard Lithium Ltd. dropping 21%, Sigma Lithium Corp. falling 32%, and Albemarle Corp. slipping 0.08% [2]. Group 2: Analyst Insights - JPMorgan's Bill Peterson downgraded LAC during the peak of its hype but has since upgraded it back to Neutral, indicating that shares now appear fairly valued after the recent selloff [3]. - Peterson describes Thacker Pass as a flagship U.S. lithium asset, noting that its valuation has decreased from approximately 2x NPV to near 1x NPV, which better reflects execution risk and supply-demand fundamentals [4]. Group 3: Future Outlook - JPMorgan's metals team anticipates that lithium will enter a deficit by 2025, adjusting their forecast forward by four years, with long-term battery-grade carbonate prices expected to stabilize around $15,000 per ton [4]. - The narrative surrounding lithium is evolving, with LAC's stock now potentially reflecting more realistic fundamentals after a 200% rally followed by a 45% decline [5].