Exactly at the same time last year, $ASML Q2 earnings miss ended the "AI" rally.
Will history repeat itself??? Source: Mac10
The sp500 yesterday
Source: Brew markets
Will the -500 days / + 500 days hashtag#trading strategy on bitcoin work again this time?
At the time of this writing, hashtag#Bitcoin 500 day strategy is still on track. 1) Buy Bitcoins 500 days Before Halving 2) Hold & Do Nothing 3) Sell 500 Days After Halving 4) Repeat Last halving was on April 20th. This would imply an intermediary top on the 17th of August 2025. Source: Mags @thescalpingpro
$VIX seasonality last 20 years.
If we are to see a spike, should be any day now. Just simply basing off seasonality. Source: Heisenberg @Mr_Derivatives
Pop n drop... Powell canned odds from 20% to 40% to 20%
Source: Mike Zaccardi, CFA, CMT, MBA
This is the 12-month return potential of some of your favourite AI-related stocks calculated based on spread between consensus price target and current share price.
Consensus seems to be missing the Palantir story, at least for now (this is a partial list) Source: David Ingles, Bloomberg
The U.S. Senate has approved the GENIUS Act with an overwhelming bipartisan vote.
👉This marks the first time the Senate has ever cleared a major piece of crypto legislation after years in which key Democratic members blocked the advancement of such legislation. 👉The bill heads to the House of Representatives, where its next steps remain uncertain while leading lawmakers work out a strategy for passage. The overwhelming bipartisan passage of the U.S. Senate's hashtag#stablecoin bill, with a 68-30 final vote that saw a huge surge of Democrats joining their Republican counterparts on Tuesday, sets a new high-water mark of hashtag#crypto policy efforts in the U.S. as the legislation now heads to the House of Representatives. The major Democratic backing for the Guiding and Establishing National Innovation for U.S. Stablecoins of 2025 (GENIUS) Act helps give it momentum as it lands in the other chamber, where House lawmakers can either vote on it as written or pursue changes that will require a final round in the Senate before it can head to President Donald Trump's desk. As written, the bill would set up guardrails around the approval and supervision of U.S. issuers of stablecoins, the dollar-based tokens such as the ones backed by Circle, Ripple and Tether. Firms making these digital assets available to U.S. users would have to meet stringent reserve demands, transparency requirements, money-laundering compliance and regulatory supervision that's also likely to include new capital rules. Source: coindesk
Cost Basis Heatmap shows investors stepped in aggressively on the dip
They accumulated ~196.6K $BTC between $116K–$118K. That’s over $23B in value added near the local top, signalling strong conviction and possible positioning for further upside. Source: Glassnode
