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Bitcoin Market Cycle ROI
Benjamin Cowen· 2025-07-08 15:11
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin and we're going to be looking at the market cycle ROI. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. Again, I am traveling. Uh I'm recording a lot of these videos that you're seeing on Thursday, uh July 3rd.So, I don't know when this video is going to be released, but ...
X @Ash Crypto
Ash Crypto· 2025-07-08 14:18
BITCOIN BANANA CYCLES.- NO ONE BELIEVED IN 2013- NO ONE BELIEVED IN 2017- NO ONE BELIEVED IN 2021- AND NO ONE IS BELIEVING IN 2025BITCOIN IS GOING TO $200,000 https://t.co/FyHxdxKIMH ...
X @Andy
Andy· 2025-07-08 12:06
My market thoughts on the infra vs. apps investing cycle:The infra topics such as chain abstraction, pre-confs, intents and others have really slowed down amongst the common discourse as the infra <> apps pendulum has swung back to apps.We're very firmly in the apps part of this current iteration because we have the infra stacks to support relatively high throughput applications.This swinging of the pendulum happens every few years in crypto. Think about DeFi summer 2020 pushing the boundaries for what was ...
X @wale.moca 🐳
wale.moca 🐳· 2025-07-08 08:52
Okay hear me out, the Pumpfun TGE is to memecoins what Otherside mint was to NFTs:1) Huge raise: Otherside raised $317M USD, Pumpfun is looking to raise $600M USD, both targeting the key narrative of their cycle.2) Late cycle: Otherside mint was already towards the end of the NFT boom, the peak of the memecoin cycle is also already over.3) Competitive raise: Otherside famously had a huge gas war, I expect the Pumpfun allocation to fill up quickly as well.4) Key player behind: Yuga Labs dominated the NFT cyc ...
ON Semiconductor Stock: Short-Term Consolidation Likely, But Long-Term Setup Remains Intact
Benzinga· 2025-07-07 14:54
Core Insights - ON Semiconductor is currently in the 17th phase of its 18-phase Adhishthana Cycle, indicating a potential lack of a major high in the near future [1] - The monthly chart shows ON in Phase 7, with a significant decline pausing just above the Nirvana level, suggesting a key support zone [10] Weekly Chart Analysis - The Guna Triads in phases 14, 15, and 16 are critical for determining the potential for achieving Nirvana, but ON shows no clear signs of a bullish move [4][5] - The absence of a bullish structure indicates that Phase 18, starting August 25, 2025, is unlikely to deliver a euphoric top [5] Monthly Chart Analysis - ON is in Phase 7, marked by a decline characterized by three strong red bars followed by sideways movement and additional red bars [8][9] - The decline halted at $31.04, just above the Nirvana level of $27.23, indicating a gravitational support level during downturns [9] Conclusion and Recommendations - The weekly chart suggests ON is unlikely to reach a new major high, while the monthly chart indicates a more optimistic outlook due to the stock's alignment with key support levels [10] - Existing investors can hold, as the long-term structure remains intact, while new entrants may consider waiting until the completion of Phase 18 to avoid stagnation [11]
Bitcoin: The Importance of the 50 Week Moving Average
Benjamin Cowen· 2025-07-06 18:17
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin and we're going to be discussing the importance of the 50we simple moving average. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. The 50week simple moving average is an important moving average to to track because so long as Bitcoin holds it, you could argue the integr ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-07-05 19:10
Remember when everyone called it the Crime Cycle?Ya, about thatWatcher.Guru (@WatcherGuru):JUST IN: 🇺🇸 US Secret Service launches global operation to combat crypto scams. https://t.co/OCbaEHB7xt ...
摩根大通:年中展望_可选消费
摩根· 2025-07-04 01:35
Asia Pacific Equity Research 30 June 2025 J P M O R G A N Mid-Year Prospects Consumer Discretionary This report forms part of J.P. Morgan Australia Mid-Year Prospects series as we take stock at the mid-point of 2025 and set out our Top Picks and Least Preferred stocks for the remainder of the year. Top Pick –Harvey Norman (HVN AU, OW) Leverage to housing cycle an earnings tailwind. Harvey Norman offers late- cycle exposure to housing, driven by a category mix which is highly leveraged to housing activity, s ...
Air Lease (AL) - 2022 Q4 - Earnings Call Presentation
2025-07-03 14:27
Company Overview - Air Lease Corporation (ALC) operates as an aircraft leasing platform with approximately $55 billion in assets [9, 11, 133] - The company's aircraft utilization rate was 99.7% in Q4 2022 [10, 14] - ALC maintains investment-grade credit ratings from S&P (BBB), Fitch (BBB), and Kroll (A-) [10, 133] - The company has $6.9 billion in total available liquidity [10, 14, 108] - ALC has a diversified customer base, serving 117 airlines in 62 countries [14, 61, 133] Financial Performance - ALC's adjusted pre-tax return on common equity was 11.0% [10, 137] - The company's total assets amounted to $28.4 billion [10, 77, 133] - ALC's unsecured debt represents 99% of its debt portfolio [10, 96, 105] - The company's fixed-rate debt accounts for 91% of its total debt [10, 98, 105] - Adjusted net income before income taxes was $659.9 million in 2022 [135, 137] Portfolio and Order Book - ALC has commitments to purchase 398 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of $25.5 billion [10, 11] - The company has $31.4 billion in committed minimum future rentals [10, 61] - 90% of ALC's order book through 2024 is placed on long-term leases [10, 14, 70, 71]
Air Lease (AL) - 2023 Q4 - Earnings Call Presentation
2025-07-03 14:23
Company Overview - Air Lease Corporation (ALC) operates as a significant aircraft leasing platform with over $50 billion in assets [9, 119] - The company's fleet has a young average age of 46 years, positioning it favorably within the industry [10] - ALC maintains a high aircraft utilization rate, reporting 999% in 2023 [10] Financial Performance & Structure - ALC possesses substantial liquidity, with $68 billion available as of December 31, 2023 [10] - The company's capital structure targets a debt-to-equity ratio of 25:1 and a high percentage of unsecured debt [91] - ALC's adjusted pre-tax return on common equity was 121% in 2023 [10, 121] Market Trends & Strategy - The company is benefiting from the growing middle class, which is expected to account for 68% of total worldwide spending by 2030 [16] - ALC's order book includes 334 aircraft for delivery through 2028, with an estimated commitment of $217 billion [10, 11] - The company has a diversified customer base, serving 119 airlines across 62 countries [49, 119]