Sweep1

LG Electronics up 8% Samsung up 4.5% in one day
people are writing it off as an Iran trade but it's not
Samsung is up over 100% this year and LG just printed one of its best single days in months
lower oil means lower costs for two of the world's biggest electronics exporters
ai and computing supercycle

Taiwan's central bank just sat down with the bitcoin policy institute to talk about holding bitcoin as a reserve asset
this is not a small thing
Taiwan has $602 billion in foreign exchange reserves and over 80% of that is sitting in US dollar assets
The argument being made is simple if China ever blockades Taiwan those dollar reserves could be frozen overnight
Bitcoin cant be seized it cant be blocked and it doesnt answer to any government
a 1% allocation alone would be billions going into bitcoin

WE ARE SO BACK

In 2022 I bought an Alien Frens NFT for ~$10,000 because I thought it was bullish they were gonna send merch to holders
Today the NFT is worth $35
The hoodie they sent is literally worth more than the asset itself
We really convinced ourselves this was the future of finance 😂

BlackRock is launching a Bitcoin ETF that pays you monthly income
ticker is $BITA. live on Nasdaq this week
what's actually scary about it, is that this product wins in a bear market
it pays you best when Bitcoin goes nowhere or drops. so it quietly attracts buyers who are rooting against a bull market on the asset they own
that is a strange incentive to put in front of Bitcoin holders
here is how it works
it holds spot BTC and shares of their own $47B IBIT fund. every month it sells call options on up to 35% of those holdings and pays you the premium as cash
that premium is not free money. yo

$TROLL on Solana is the best looking meme chart out there and you can't convince me otherwise

$ASTEROID pumped 3x from $20M MC -> $67M MC after the mascot was spotted on the CNBC LIVE of spacex SPCX launch
It is now back to $40M MC, the narrative is ASTEROID being the mascot and it isn't
Which is why this catalyst isn't strong enough for me to rotate back into

japans nikkei just hit a new all time high at 69,700
added over $465 billion in a single session, one of the biggest single day gains in years
BOJ hiked rates 4 times before and each time markets took a hit globally
All eyes on tomorrow 👀

The Iran peace deal just moved the fear and greed index
from extreme fear to fear
That might not sound like much but last week this index was at 14 out of 100 now its at 22 and climbing
Bullish week ahead

Billions of dollars are leaving BOTH USDT and USDC
I'd understand USDT due to the EU delistings... but USDC?
USDC is fully MiCA compliant. Every dollar leaving USDT should be landing in USDC
None of it is because USDC and USDT pay holders 0% while tokenized T-bills pay 4-5%
For a decade, holding a stablecoin meant eating that 0% as the price of being in crypto
That trade is now dead and stablecoins are adapting for yields

OK CAN WE TALK ABOUT WHAT WENT WRONG WITH THE ENTIRE DESIGN INDUSTRY
CAUSE WHAT THE FUCK ARE THESE DIABOLICAL CREATIONS

What should I do with this space?

THREE BANKS RAISED THEIR PRICE TARGET ON THE SAME STOCK IN 72 HOURS
Cantor to $2,500. Barclays to $2,250. JPMorgan modeled $95 earning per share by 2030
Because of this $KLAC IS UP 27% in one WEEK. AI SUPERCYCLE

Genuinely concerning

SPACEX $SPCX IS NOW LIVE ON NASDAQ

I sold my $ASTEROID bag at a -$50,000 loss around 2 weeks ago
Today asteroid is trading at $29M MC
This is why you follow your plan, even if you're in a loss...