Company Positioning - OKX is positioning itself as "The New Money App" [1] - The company is now available in the US [1] Marketing & Branding - The company uses a riddle-like approach to generate curiosity about its identity [1]

Market Trends - Nasdaq and S&P 500 achieved their highest monthly and weekly close in history [1] - The cryptocurrency market, including Bitcoin, is expected to follow the upward trend [1] Cryptocurrency Market - Cartels are currently suppressing cryptocurrency prices [1] - The suppression of cryptocurrency prices is not expected to last indefinitely [1]

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Global Expansion & Community Building - Solana's global presence is expanding with builders gathering worldwide at @superteam Build Stations, including locations from London to Belgrade to Kathmandu [1] - Solana is engaging students on 30 campuses through @collegexyz_ to introduce them to crypto [1] - Solana is actively engaging in mainland China with APAC Accelerate, promoting high-performance crypto [1] Community & Future Vision - Solana emphasizes a community-driven approach, highlighting that it is built by the people, together, and for all [2] - Solana positions its future as dependent on its community members [2]

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Core Insights - PayPal Holdings (PYPL) reported strong Q3 2025 results, with both earnings per share (EPS) and revenues exceeding expectations, yet the stock price fell by 7% post-announcement [1][2] Financial Performance - PayPal's Q3 net revenues reached $8.42 billion, a 7.3% increase year over year, surpassing the consensus estimate of $8.26 billion [3] - Non-GAAP EPS was $1.34, reflecting an 11.7% year-over-year increase and exceeding the Zacks Consensus Estimate of $1.19 [3] - Total Payment Volume (TPV) grew by 8.4% to $458.09 billion, while transaction margin dollars increased by 6% to $3.87 billion [3] - Active accounts rose by 1% year over year to 438 million [3] Guidance and Share Repurchases - The company raised its full-year guidance for non-GAAP EPS to $5.35-$5.39, up from $5.15-$5.30, and reaffirmed free cash flow guidance at $6-$7 billion [4] - PayPal completed $1.5 billion in share repurchases during Q3, totaling $5.7 billion over the past four quarters, with projections of approximately $6 billion in share repurchases for 2025 [4] Market Reaction and Concerns - Despite strong earnings, the market expressed skepticism regarding the sustainability of growth drivers, particularly due to softer consumer discretionary spending in Europe and the U.S. [5][6] - Payment transactions decreased by 5% to 6.3 billion, influenced by changes in product and merchant mix, as well as foreign exchange hedges [6] - Transaction losses increased by 50% year over year, primarily due to a rise in fraud incidents [7] Growth Drivers - Venmo's TPV grew by 14%, with revenues increasing by 20%, indicating strong momentum in digital payments [10][11] - Venmo's user base is expanding, with nearly 100 million active accounts and a significant increase in debit card usage [12] - Branded checkout TPV grew by 5% on a currency-neutral basis, despite global macroeconomic challenges [13] Strategic Initiatives - PayPal signed a two-year agreement with Blue Owl Capital for $7 billion in "Pay in 4" loans and partnered with Google for enhanced digital commerce experiences [14] - The company is exploring AI-powered commerce experiences and has integrated its stablecoin PYUSD across platforms [15] Valuation and Market Position - PYPL shares have declined 19.9% year to date, attributed to increased competition in the fintech sector and broader macroeconomic pressures [16] - PayPal shares are currently trading at a forward P/E of 11.91X, significantly lower than the industry average of 20.70X and competitors like Visa and Mastercard [18] Estimate Revisions - The Zacks Consensus Estimate for 2025 earnings is $5.29 per share, indicating a 13.8% growth over 2024, with a projected increase to $5.81 per share in 2026 [19]

Market Outlook - The job market in America is a key factor for stock performance, with expectations that stocks will continue to rise as long as it remains stable [1] Investment Strategy - The investment strategy includes a significant allocation to gold, cash, and high-growth stocks, indicating a diversified approach [2][6] - Gold is viewed as a long-term cyclical asset, with recent macroeconomic factors such as declining Fed rates and geopolitical issues contributing to its value [3][4] Asset Correlation - Bitcoin and cryptocurrencies are not seen as replacements for gold, as they have different market behaviors and correlations, particularly with tech stocks [5][6] Key Holdings - Palantir is highlighted as a major holding, with strong revenue and earnings growth, despite its high valuation [7] - Meta has experienced volatility but remains a long-term investment, with recent stock weakness viewed as an opportunity to buy more shares [8][11] - Texas Pacific Land (TPL) is noted as a smaller but significant holding, operating as a royalty and landowner company primarily benefiting from oil and gas production [12][14]

Michael Cuggino, Permanent Portfolio Funds president, joins 'Power Lunch' to discuss why stocks should keep moving higher, bitcoin and gold's recent move higher and much more. ...