The Great Crypto Rotation is here.Those who believe the 4 year cycle is gonna repeat are selling now.If we survive this and the 4 year cycle is dead then they will buy back higher when they realize the New Crypto Realities.Crypto is here to stay.The Kobeissi Letter (@KobeissiLetter):Gold versus crypto:Beginning at 10:30 PM ET, gold and crypto began trading in complete opposite directions.Ether fell as much as -10% as gold extended its run into record territory.This marks one of the biggest divergences betwe ...

🔥 FACT: $1B worth of gold would weigh ~8.4 metric tons.A Ledger weighs 34 grams.Which one do you choose? https://t.co/fGss2TULR8 ...

🔥 FACT: $1B worth of gold would weigh ~226 metric tons.A Ledger weighs 34 grams.Which one do you choose? https://t.co/NTeYWKNB25 ...

The third argument I wanted to talk about is um anti- bitcoin argument is bitcoin lacks intrinsic value. So Peter shift said something like bitcoin has no intrinsic backing like gold. It relies solely on collective belief or adoption.Your rebuttal was bitcoin's intrinsic value derives from its secure decentralized proofof work network, immutability of its ledger, instant auditability and digital scarcity making it verifiable and trust minimized compared to physical assets requiring third-party validation. U ...

RT Bitcoin Archive (@BTC_Archive)"Gold is just bitcoin that can't be sent over the internet."- Edward Snowden https://t.co/KUoqNzsqtX ...

Stock Upgrades and Price Targets - Bayer 将特斯拉评级上调至跑赢大盘，目标价从 320 美元上调至 548 美元，上涨空间超过 20% [1] - CrowdStrike 的目标价从高盛的 492 美元上调至 535 美元 [8] Tesla's Future Prospects - 特斯拉的未来在于自动驾驶、免费自动驾驶和 Robo taxis [3] - 特斯拉的 Optimus 机器人项目也备受关注，其未来发展潜力巨大 [4] Gold Market Analysis - 花旗银行对黄金的目标价为 3800 美元，Jeff Gunlock 和德意志银行认为可能达到 4000 美元 [5] - 黄金今年迄今已上涨 40%，是自 1979 年以来表现最好的一年 [5] Company Performance - Nico Eagle 股价今年迄今上涨超过 100%，股息平均每年增长 25% [6] - Freepoint Macaran 对黄金的敞口约为 20%，主要业务是铜，预计铜市场供应紧张 [7] - Palo Alto 的收益增长 26%，收入增长 16%，其新的平台战略开始奏效 [12] Cybersecurity Sector - CrowdStrike 将 27 财年的净新增年度经常性收入提高到 20%，超出预期的 11% [9] - 赛博安全 ETF (CIBR) 创下历史新高，表明市场对赛博安全领域的乐观情绪 [12] - 赛博安全比人工智能更重要，因为人工智能并不安全 [10]

TeraWulf Inc. (NASDAQ:WULF) is one of the stocks on Jim Cramer’s radar. Inquiring about the stock, a caller asked if there is an upside going forward. Cramer remarked: “No, no. Terawulf is just kaput. We want to go elsewhere. We do not have to mess with that low quality. We like high quality, high quality only on Mad Money.” Photo by bitcoin executium on Unsplash TeraWulf Inc. (NASDAQ:WULF) is a digital asset technology company engaged in the development and operation of bitcoin mining facilities. The ...

The SEC approved three exchanges’ request to speed up how quickly they can list exchange-traded products that hold spot commodities like gold or Bitcoin https://t.co/rIFxuwrpQH ...

RT Bitcoin Magazine (@BitcoinMagazine)JUST IN: Gold hit a NEW ALL-TIME HIGH above $3,700💥Bitcoin is next 🚀 https://t.co/15OpU8KBOE ...

Federal Reserve and Economic Projections - The Senate confirmed Stephen Meyer as a temporary Fed member, raising concerns about potential conflicts of interest due to his dual role in the White House [2][3] - The market is currently pricing in a 25 basis point rate cut, with speculation about a possible 50 basis point cut depending on economic projections [4][6] - The summary of economic projections will be crucial in determining future rate movements and inflation expectations [5][8] Market Reactions and Trends - Equity markets are moving higher as yields on 10-year, 20-year, and 30-year bonds decline, indicating a favorable rate environment [6][7] - The dollar is weakening, reaching its lowest point since July, which typically signals aggressive rate cuts [7] - Gold prices are hitting record highs, driven by its role as an inflation hedge and the ongoing purchases by central banks [10][11] Labor Market and Inflation Concerns - There are concerns about labor market weakness, which may influence the Fed's decisions moving forward [20] - The potential for persistent inflation remains, with wage growth needing to outpace inflation for positive economic outcomes [15][16] Oracle and TikTok Deal Speculation - Oracle's stock is experiencing upward momentum due to speculation about its involvement in a potential TikTok deal, positioning it as a key player in US-China trade discussions [26][28] - Other social media stocks, such as Meta, are not facing significant downward pressure, indicating a broader market optimism [29]