No, the ISM is not everything and it doesn't mean up only yet necessarily, but it IS a necessary condition for strong crypto prices over time (as is liquidity). Liquidity will rise faster soon too, which creates reflexivity.Economy gud, crypto gud.https://t.co/ROP7v1mLOW ...

Core Insights - NSSC reported earnings per share (EPS) of $0.38, surpassing estimates of $0.33, and showing a year-over-year increase from $0.28 [2][6] - The company achieved record net revenues of $48.2 million for Q2 fiscal 2026, a 12.2% increase compared to the same period last year [3][6] - Recurring Service Revenue (RSR) accounted for approximately 50% of total revenue, with RSR increasing by 12.5% to $23.8 million [3] Financial Performance - The gross profit margin improved to 58.6%, up from 57% in the previous fiscal year's quarter, indicating strong demand for NSSC's products [4][6] - NSSC's current ratio stands at 6.74, reflecting strong liquidity and the ability to cover short-term liabilities [4][6] - The company has a price-to-earnings (P/E) ratio of 33.32 and a price-to-sales ratio of 7.89, indicating market valuation of its earnings and revenue [5] Revenue Breakdown - Equipment revenue rose by 12% year-over-year to $24.3 million, contributing to the overall revenue growth [3] - RSR's growth to $23.8 million highlights the increasing importance of service offerings in NSSC's revenue model [3] Capital Structure - NSSC maintains a low debt-to-equity ratio of 0.033, demonstrating a conservative approach to debt in its capital structure [5]

Core Viewpoint - Nicholas Hoffman & Company has significantly increased its investment in the Vanguard 0-3 Month Treasury Bill ETF (VBIL), acquiring 1,411,985 shares valued at approximately $106.59 million, indicating a strategic move towards low-risk, short-term investments [1][2]. Company Overview - The Vanguard 0-3 Month Treasury Bill ETF aims to provide a liquid, low-risk investment option for short-term cash management by tracking U.S. Treasury bills with maturities under three months [6]. - As of February 2, the ETF's price was $75.64, with net assets totaling $4.64 billion and a dividend yield of 3.6% [4]. Investment Strategy - VBIL focuses on maintaining a portfolio with minimal interest rate risk and high credit quality, appealing to risk-averse investors and institutions [6]. - The fund operates as a passively managed investment vehicle, seeking to track an index of U.S. Treasury bills with maturities of three months or less, emphasizing capital preservation, liquidity, and stable income [9]. Recent Transaction Impact - The recent purchase by Nicholas Hoffman & Company means that VBIL now constitutes 3.15% of the fund's 13F assets under management (AUM) [3]. - The fund's expense ratio is low at 0.06%, and it recently offered a 30-day SEC yield of 3.56%, highlighting its appeal as a low-risk investment option [10]. Portfolio Composition - Nicholas Hoffman & Company's largest positions remain focused on equities, with a significant portion of assets in broad U.S. and international stock ETFs, alongside a 9% allocation to Berkshire Hathaway [11]. - The allocation of just over 3% of AUM to ultra-short Treasurys like VBIL reflects a balanced approach rather than a cautious stance [11]. Market Context - Holding liquid assets like VBIL allows for quick capital movement when investment opportunities arise, suggesting a strategy of patience with optionality rather than a definitive market call [12].

I think the crypto market has taken it much worse than we expected. >> My recommendation is a smaller balance sheet. >> We can get to 40,000 40,000.>> Um why the cryptocurrency market is getting absurd as we get several different reasons why the crypto market is crashing. >> Generally speaking, a Bitcoin winner is 12 to 18 months long. And these are well understood technical features.So at 76,000 from 125,000 which was the peak, we can get to 40,000. In fact, we're one, two, three, four straight months of r ...

This was a classic weekend wash out that's now hitting equity markets today in the session. But Bitcoin briefly trading at that 74k level on light liquidity before bouncing back. The trigger was really macro.Markets turned defensive after Kevin Worsh was tapped to lead the Fed with investors reading it as a potentially hawkish shift, one that could mean tighter liquidity. The dollar strengthened and pressure spread across risk assets like tokens along with precious metals. Now, in crypto, that shock quickly ...

RT Naga Avan-Nomayo (@JeSuisNaga)Bitcoin has now closed FOUR consecutive months in the red, the longest bearish streak since 2018.💥 Largest long liquidation wave since October.⏱️ Six days.💸 $5B liquidated₿ $1.7B from bitcoin futures alone📉 The recent low of ~$74,500 means a drawdown of roughly 41% from October 2025 highs.🧭 Analysts say the pressure isn’t crypto-specific; it’s just part of a wider reset as markets reprice liquidity, rates, and risk.The flow data confirms this caution as well.📤 Crypto investm ...

Something crazy just happened in the crypto space. We got a big update from Woo Blockchain regarding an update regarding account monitoring with Binance founder CZ unfollowing Salana co-founder Tli on January 31st. Earlier the same day, Toli reposted an article in which the OKX founder criticized Binance. Previously, some community members had suggested that Binance as a platform should treat all ecosystems equally rather than primarily prioritizing BNB chain. Now, the repost in question is this one. And ye ...

Core Insights - The market has experienced a significant downturn, with over $10 trillion in market value lost from gold and silver in just three days, indicating a major episode of wealth destruction in modern metals [2][3] - Spot gold prices fell below $4,500 per ounce, a decline of nearly $1,000 in three trading days, while silver dropped below $72, marking a nearly 40% loss from recent highs [3] - The decline in gold and silver market capitalization was approximately $7.4 trillion for gold and $2.7 trillion for silver, surpassing the total market value of the cryptocurrency market [3] Market Dynamics - The sudden market movements occurred without a clear catalyst, raising concerns about liquidity, monetary policy, and the role of traditional safe-haven assets [4] - The Federal Reserve's anticipated balance-sheet contraction, as indicated by incoming Fed Chair Kevin Warsh, is contributing to market repricing, suggesting reduced liquidity for various asset classes [5] Impact on Crypto Market - The cryptocurrency market has also been affected, losing over $430 billion in market value within four days, reflecting fears of a liquidity-driven unwind across asset classes [6] - Both Bitcoin and Ethereum have experienced significant declines, with overall crypto sentiment deteriorating rapidly [6]

Bitcoin closes four consecutive months red as stocks and gold markets reprice liquidity, rate outlook: analysts https://t.co/hTJDPbFY2G ...

people expected some sort of blowoff top this year. You have these massive positive factors, the Bitcoin ETFs, but the reality is you have a lot of uncertainty in the market right now. Bitcoin is is kind of the the perfect liquidity fire alarm and it soaks it up.If there's too much, it soaks it up and it goes up a lot. And by the way, when there's not enough, it's also more sensitive than gold. It goes down more.We're getting closer to what I think is going to be a trigger event that's going to lead to the ...