M2M
@mark_to_mkt
Fascinated by markets and human behavior around them. As with anyone trying to determine potential outcomes across a distribution, will be wrong plenty.
$CRCL lockup expiration also coming December 2nd. Going to be a buyer at some point given the opportunity in stablecoins, but going to wait for things to settle down after the lockup.
$BMNR for those still interested in crypto treasuries. Keep the December 1st warrant lockup expiry on your calendars. A lot of shares about to hit the market.
$EOSE a lot of noise around this company. No idea what to think of it fundamentally. An example of be dumb and follow price.
💯$NBIS is a good recent example. No one knew how to value it when it traded at $20. 5x in a matter of months.
$XBI leadership group; so far has held the 21D. One to monitor for market health.
$NBIS held the 50D and HVE pivot. Leader, so good market indicator. Earnings premarket Tuesday but will move with $CRWV earnings on Monday.
OPENAI ASKS US TO EXPAND CHIPS ACT TAX CREDIT TO DATA CENTERS
Still some stubborn bulls out there. Probably best to sit on your hands until this trend reverses.
DAVID SACKS: THERE WILL BE NO FEDERAL BAILOUT FOR AI
OpenAI begging for government handouts. I don’t own enough Google
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