AI & Crypto Alpha Drop 🔥
$11B liquidated overnight — $10B in shorts. $BTC ripped 18% in 2 days to $75k. $BNB hit $660. $ETH pushed $2400. Bears got absolutely wrecked.
$NVDA dropped $1B into Poolside, spent $6B on model dev licenses, and poached 109 engineers. Jensen's not just selling shovels anymore — he's mining the gold himself.
$SPCX tanked 6% after another 7% unlock. Starship chopstick catch for upper stage delayed. Deutsche Bank slapped a $100 sell rating on it. Ouch.
Treasury buybacks? Cope. Bessent's move barely touched yields. 10-year back at 4.69%. Deficit and inflation still bleeding. Band-aid on a bullet wound.
$AVGO backing a $600B loan for Anthropic to buy Broadcom's custom AI chips. 20 gigawatts of compute. Anthropic pays rent to cover debt. If they default, Broadcom eats it. High-stakes infra play.
$11B liquidated overnight — $10B in shorts. $BTC ripped 18% in 2 days to $75k. $BNB hit $660. $ETH pushed $2400. Bears got absolutely wrecked.
$NVDA dropped $1B into Poolside, spent $6B on model dev licenses, and poached 109 engineers. Jensen's not just selling shovels anymore — he's mining the gold himself.
$SPCX tanked 6% after another 7% unlock. Starship chopstick catch for upper stage delayed. Deutsche Bank slapped a $100 sell rating on it. Ouch.
Treasury buybacks? Cope. Bessent's move barely touched yields. 10-year back at 4.69%. Deficit and inflation still bleeding. Band-aid on a bullet wound.
$AVGO backing a $600B loan for Anthropic to buy Broadcom's custom AI chips. 20 gigawatts of compute. Anthropic pays rent to cover debt. If they default, Broadcom eats it. High-stakes infra play.