ZECIn this [214:40] video, I'll go over why I bought LIT, [253:20] bought back Zcash, and where I think we [287:59] are in the cycle.
Notthreadguy·other·Jul 15
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LITLIT climbs as Lighter turns real trading revenue into permanent supply cuts, retiring tokens at a pace that outstrips every rival perp exchange and puts a scarcity bid under the coin.
Notthreadguy·other·Jul 15
▼-2.0%
HYPEMore gold, oil and equity perp volume routes to the leading on-chain venue, feeding a fee buyback that keeps bidding its token while the alt field bleeds out.
Notthreadguy·other·Jul 15
▼-1.9%
ZECZcash bounces off the June washout and runs harder than before, with paperhands flushed out and only conviction holders left as the privacy re-rating and recovery catalysts stack up.
Notthreadguy·other·Jul 15
▼-2.5%
RDDTThe scarcer real human writing gets, the more a trusted archive of it is worth, and Reddit owns the biggest one while AI labs line up to pay for access.
Notthreadguy·other·Jul 15
▼-1.1%
SOLAnything cool that happens on chain happens on Solana first, it's the bleeding edge, and users keep ending up back there even when they don't try to.
Notthreadguy·other·Jul 15
▲+8.3%
MUThe memory trade is rolling over hard, down 27 percent from the top in two weeks with every bounce getting sold into oblivion.
Notthreadguy·other·Jul 15
·-0.4%
BTCBitcoin is quietly up while memory stocks bleed 30 percent, and its two biggest fears just got defused, so the rotation into crypto may be starting.
Notthreadguy·other·Jul 15
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PUMPThe one crypto product that keeps surviving every cycle is the meme-coin machine, and the market is pricing it like it already died.
Orangejuice Btc·x·Jul 15
▼-0.9%
BTCA $40M permanent-capital company backed by Lyn Alden and Jeff Booth is routing its treasury into Bitcoin, treating it as the monetary reserve for a long-term business acquisition vehicle instead of cash or debt.
Negligible Capital·x·Jul 15
·+0.2%
KHCPackaged food is being hollowed out by Ozempic, with forward earnings multiples cut in half and dividends being slashed as consumers simply eat less processed food.
Negligible Capital·x·Jul 15
·+0.5%
GOOGLGoogle's $135B Anthropic stake gets a public price tag as IPO investor meetings kick off, making the AI bet visible on Alphabet's balance sheet for the first time.
Walter Bloomberg·x·Jul 15
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CLCrude oil falls as Iran comes back to the table, threatening to flood markets with barrels that US sanctions have kept locked away for years.
MP·x·Jul 15
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XYZ100QQQ is compressing into a descending wedge just below all three moving averages, a setup that often resolves lower, making puts a smart hedge against existing long positions right now.
MP·x·Jul 15
·—
XYZ100QQQ stalled at 747.83 and is now coiling in a descending triangle right below all three moving averages, a classic topping pattern that prints puts profits if the wedge breaks down.
degentrading·x·Jul 15
·-0.5%
BABAAlibaba is up 25% from the bottom call and the September options have already paid off, with the recovery thesis playing out faster than expected.
degentrading·x·Jul 15
▲+0.8%
AAPLApple reaches all-time highs as the Mag 7 carry the entire index, with nothing breaking the momentum at the index level.
jbulltard·x·Jul 15
▲+0.9%
INTCIntel has dropped from $142 to $100 in a textbook downtrend, with every moving average sloping down and stacked above price, and $100 round-number support now under pressure.
Negligible Capital·x·Jul 15
·-0.4%
AVGOApple hunting chip companies lifts Broadcom most directly. Already locked into a $30B+ partnership with Apple through 2031, Broadcom is the go-to custom silicon shop every AI hyperscaler relies on, and Apple's M&A push only cements that demand.
Negligible Capital·x·Jul 15
▲+0.8%
AAPLApple goes chip-shopping for AI, and that's a new all-in signal on its own hardware roadmap. With $130B in cash and The Information confirming the hunt, the market reprices Apple as an aggressive AI hardware player, not a laggard.
Cav·x·Jul 15
·+0.0%
ETHETH is setting up for a major reversal after printing a rare 2-week bear trap below key support, a pattern that last appeared at the 2020 cycle low before an explosive move higher.
goodalexander·x·Jul 15
▼-0.8%
GOOGLGoogle's search monopoly cracks as OpenAI builds a product that simply works better, threatening the advertising empire that is nearly all of Alphabet's revenue.
Negligible Capital·x·Jul 15
·+0.4%
NVDANvidia getting hit as the heart of the momentum flush, with Goldman's high-beta momo index down over 6% and AI chip factors fading hard from the open on July 15.
RJC·x·Jul 15
▲+0.7%
AAPLApple is buying its way into AI chips, targeting on-device model compression for iPhone and server-grade silicon to challenge Nvidia, a structural upgrade cycle the market hasn't fully priced in.
Flood·x·Jul 15
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XYZ100Nasdaq is rolling over, price action is flashing distribution, the pattern where big players quietly unload into retail buyers before a drop.
high cagr·x·Jul 15
▼-0.9%
AAOI800G/1.6T output is set to quadruple by year-end as Pearland breaks ground, and AAOI says 2026 revenue is capped only by what it can build, not what customers want.
Midnight Captl·x·Jul 15
·-0.3%
NVDAVera Rubin is on track at giant production volumes, Jensen Huang said directly, erasing the delay narrative that had been hanging over NVIDIA's next-gen AI chip cycle.
tolks·x·Jul 15
·—
GOLDGold is failing to perform despite the conditions that should make it shine, with war resumption acting as an unexpected drag instead of a tailwind, as crypto captures all the store-of-value flows.
RJC·x·Jul 15
·+0.0%
BXBlackstone just launched a $1.5 billion AI company with Anthropic, giving it a direct monetization engine for enterprise AI across hundreds of portfolio companies, a new growth vector no rival alt-asset manager has matched.
jbulltard·x·Jul 15
▼-0.6%
METAMETA has room to run to $1,020 and beyond, with an $80 million institutional put sale at that strike locking in a $635 effective cost basis and a 3-year monthly bull flag forming right at the 21-month moving average.