Market Analysis - Bitcoin experienced volatility in December due to a sharp macro shock triggering a market-wide selloff [1] - Rising Japanese bond yields and yen strength contributed to the Bitcoin crash [1] - Cascading liquidations and weak support amplified the dip into a flash crash [1] Macroeconomic Factors - The market is influenced by upcoming PCE data, rate-cut expectations, the ending of Quantitative Tightening (QT), and Coinbase premium flipping positive [1] Layer-1 Debate - Discussion around Monad's controversial launch and the risks associated with low float, questioning the necessity of another Layer-1 blockchain [1] Key Indicators - Analysis of CME outage, institutional news, top performers, and Technical Analysis (TA) [1]

Meta Platforms (NASDAQ: META ) has been a surprising victim of the recent market selloff. The company might be exposed to a potential recession, but investors may be overlooking its dominant position in online advertising and its enviable profit margins. Moreover, there are clear signsJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriente ...

Market Overview - The recent market selloff has affected nearly all sectors, driven by fears related to trade wars, tariffs, and economic uncertainty, yet it may present investment opportunities for stocks near support levels or perceived discounts [1] MercadoLibre - MercadoLibre, Inc. is Latin America's largest e-commerce and fintech platform, operating in 18 countries and connecting millions of buyers and sellers [2] - Despite a strong Q4 2024 earnings report, MercadoLibre's stock has fallen over 11% from its 52-week highs, attributed to broader market weakness rather than company fundamentals [3] - Q4 2024 revenue reached $6.1 billion, a 37% year-over-year increase, surpassing Wall Street's estimate of $5.9 billion; net income surged to $639 million, exceeding the forecast of $402 million [4] - The gross merchandise volume hit $14.5 billion, up 56% when adjusted for currency fluctuations, while Mercado Pago processed $58.9 billion in payments, a 33% increase [4] - The stock is returning to a key support zone, suggesting a potential buying opportunity for investors [5] PayPal - PayPal Holdings is one of the largest fintech companies globally, but its stock has recently declined, down nearly 19% year-to-date [6][7] - The Q4 2024 earnings report showed revenue growth of 4% year-over-year to $8.37 billion, beating analyst estimates, with net income at $1.2 billion and adjusted EPS of $1.19 [8] - PayPal announced a $15 billion share buyback program, indicating confidence in its cash flow, which increased by 40% to $2.1 billion for the quarter [9] - Despite solid earnings, the stock dropped nearly 10% post-earnings due to concerns over slowing growth in branded checkout and lower transaction take rates [10] - Currently trading below its 200-day moving average and near a support zone around $65, PayPal may be an attractive buy-the-dip candidate for long-term investors [11] Conclusion - Both MercadoLibre and PayPal have demonstrated strong earnings yet are trading at potential discounts, making them worthy of consideration for investors seeking quality stocks with solid fundamentals and promising technical setups [12]