I still remember posting my first update here, not knowing if anyone would read it. Today, we're celebrating a community of 90,000 people.
This milestone isn't just a number. It's thousands of conversations, shared insights, market discussions, lessons learned, and friendships built along the way.
To everyone who followed, commented, shared, or simply took a moment to read my posts, thank you. Your support, feedback, and engagement are the reason this journey has been so rewarding.
We've explored opportunities, navigated volatility, celebrated wins, and learned from setbacks together. And we're only getting started.
90K is not the destination, it's another step forward.
$203M Liquidated in One Hour as Crypto Market Sees Sharp Sell Off
A wave of volatility swept through the crypto market, triggering over $203 million in liquidations within just one hour.
• Total liquidations reached $203 million in the past hour. • Long positions accounted for $196 million of liquidations. • Short liquidations totaled just $6.88 million. • Bitcoin (BTC) liquidations hit $86.08 million. • Ethereum (ETH) liquidations reached $59.8 million.
The data highlights a heavily one sided market, with bullish traders absorbing the vast majority of losses as prices moved sharply lower. The scale of long liquidations suggests many leveraged positions were caught offside during the sudden downturn.
I’ve been seeing $HEMI closely after the recent recovery from the 0.0068 area. The chart is now pushing above 0.0100 with strong momentum, reclaiming the EMA200 and attracting fresh volume.
As long as HEMI holds above the 0.0090–0.0095 zone, bulls remain in control. A clean break above 0.0104 could open the door for another attempt toward higher resistance levels.
Momentum is back, but the next move depends on whether buyers can defend the breakout.
I’ve been watching $MOVR after its explosive breakout from the $0.62 low, and the chart is now consolidating above the EMA200 despite heavy volatility. The sharp rejection from $1.17 cooled momentum, but buyers are still defending higher levels.
i think MOVR remains bullish while holding above $0.92. A breakout above $1.05 could trigger another attempt at the $1.17 high. If support fails, a pullback toward the EMA200 around $0.83 would be the next area I'd watch.
Bitcoin Holds Above $80K as Markets Await Fed Chair Warsh at Jackson Hole
Bitcoin remains above the $80,000 level as investors turn their attention to Federal Reserve Chair Kevin Warsh's upcoming Jackson Hole speech, which could shape expectations for rates, liquidity, and risk assets.
• Bitcoin has continued its rebound, trading above $80,000. • Market participants are closely watching Warsh's comments on inflation, interest rates, and liquidity conditions. • Analysts attribute much of Bitcoin's recent strength to liquidity driven factors rather than fundamental demand alone. • Increased purchases of long term U.S. Treasuries and efforts to lower long term yields have helped support risk assets. • Fed policy signals following Jackson Hole may determine whether Bitcoin's rally can extend further. • CIO Mark Connors expects Warsh to focus on Fed framework reforms, including inflation measurement and communication strategies. • Connors also believes the Fed is unlikely to raise interest rates before the U.S. midterm elections.
Bitcoin and other risk assets often react strongly to changes in liquidity expectations. If markets interpret Warsh's comments as supportive of easier financial conditions, crypto could benefit from increased capital flows. Conversely, a more hawkish tone could pressure risk assets and test the durability of Bitcoin's recent move above $80,000.
Nvidia Surges 7% After Strong Earnings, Reinforces AI Growth Outlook
Nvidia shares jumped more than 7% after the company delivered stronger than expected earnings and issued optimistic guidance, boosting investor confidence in the long term growth of artificial intelligence.
The chipmaker expects revenue growth of approximately 70% for fiscal 2028, while CEO Jensen Huang stated that actual demand could be even higher. Huang described AI as having reached an "inflection point," citing the rapid expansion of AI labs, startups, open model ecosystems, and physical AI applications worldwide.
The earnings report helped ease concerns about AI spending and returns on investment, with Nvidia emphasizing greater visibility across its supply chain and sustained demand for large scale GPU infrastructure.
Investors responded positively, pushing Nvidia's stock above $225 and lifting other semiconductor companies, including Marvell, Arm, and Intel.
Nvidia also highlighted diversification beyond major hyperscale customers, reporting that its AI Cloud, Industrial, and Enterprise (ACIE) segment generated $40.3 billion in quarterly sales, up 138% year over year.
Separately, reports indicate Nvidia has agreed to acquire AI platform Hugging Face for approximately $12.9 billion, a move that would expand the company's presence beyond hardware into the broader AI software and model ecosystem.
I’ve been watching $TMX since its listing, and the chart is behaving like many newly listed tokens: explosive price discovery followed by volatility and consolidation. After peaking near $0.20, TMX has cooled into a range around $0.13–$0.15.
My view is that TMX is still in price discovery mode, so volatility remains high. Holding above $0.125 keeps the structure intact, while a break above $0.16 could restart momentum toward the previous high near $0.20. Risk is elevated compared with established coins due to the recent listing and limited trading history. #ZECBreaksKeyResistanceUp75.5%
Iran and Oman Unveil Hormuz Shipping Corridor Plan
Iran and Oman have agreed on a framework to restore navigation through the Strait of Hormuz.
• Plans include a temporary joint maritime passage through the strait. • Both countries will cooperate on a mine clearing operation. • The initiative aims to restore safe shipping after recent regional conflict. • Iran and Oman said the framework respects both nations' sovereignty and maritime rights. • The proposal is designed as a phased roadmap toward normalizing traffic.
The Strait of Hormuz is one of the world's most critical energy chokepoints. Any progress toward reopening shipping routes could ease pressure on global trade, energy markets, and regional maritime security.
I’ve been watching $BMT since it reclaimed the EMA200, Price exploded from a long accumulation range and is now consolidating near the session high after a nearly 50% move.
I think that the Bulls remain firmly in control while BMT stays above $0.021. A breakout above $0.0238 could extend the rally toward $0.025–$0.028. After such a sharp move, some volatility is expected, but the trend remains bullish unless support breaks.
I’ve been watching $BTC as it tests the psychological $80,000 level, and the chart still looks constructive. After a strong rally from the low $60k range, price is consolidating just below resistance while staying comfortably above the EMA200.
My view is that Bitcoin remains bullish while holding above $77k. A clean breakout and close above $80k could open the path toward $82k–$85k. If rejected, a pullback toward $76.5k would still look like a normal consolidation within the broader uptrend. #BTCReaches$80000 #cryptofirst21 $PORTAL
I think Bulls remain in control while MORPHO holds above 2.64. A breakout above 2.75 could open the door to the 2.90–3.00 zone. If momentum cools, a pullback toward 2.58 would still look healthy within the current uptrend.
My view is that The trend remains bullish while SPK stays above 0.0222. If buyers can break and hold above 0.0236, the next area I would watch is 0.0250–0.0260. A rejection at resistance could lead to a healthy pullback toward support before the next move.
Anthropic is preparing for an initial public offering that could raise more than $100 billion, potentially valuing the company at around $2 trillion. If achieved, it would become the largest IPO in history, surpassing SpaceX's recent record setting public debut.
Key points:
• Anthropic is reportedly targeting a $2 trillion valuation. • The company plans to raise over $100 billion through its IPO. • Anthropic was valued at roughly $900 billion in its latest private funding round. • The firm reportedly submitted its listing application in June. • Current investor meetings are focused on demonstrating business strength, revenue growth, and long term AI demand.
Investors are now watching whether public markets are willing to support trillion dollar valuations for companies building the infrastructure behind the AI economy.
Among today's Alpha movers, three projects caught my attention:
🔹 $CYS (Cysic) +16% Building ZK infrastructure that aims to make proof generation faster and more accessible. As demand for scalability grows, projects reducing computational costs could become increasingly important.
🔹 $UAI (UnifAI Network) +14% Focused on AI infrastructure and decentralized intelligence. The AI narrative continues attracting capital, but long term value will depend on real usage and ecosystem growth.
🔹 $EDGE (edgeX) +8.7% Aiming to improve the trading experience with a high performance decentralized trading platform. Liquidity, execution quality, and user retention will be key metrics to watch.
Trump Says U.S. Is “Making a Fortune” From Tariffs
U.S. President Donald Trump defended his tariff strategy during a rally in Myrtle Beach, arguing that trade duties are generating significant economic benefits for the United States
• Trump said the U.S. is “making a fortune with tariffs.” • He claimed his trade policies have made the U.S. “rich as hell.” • The president stated that foreign companies are increasingly investing and building operations in the United States. • Trump highlighted what he described as $19.2 trillion in investment commitments flowing into the U.S. economy. • He once again called tariffs his “all time favorite word,” signaling continued support for protectionist trade measures.
The remarks reinforce Trump's long standing view that tariffs can boost domestic industry, attract foreign investment, and strengthen the U.S. economy. The comments also suggest trade policy is likely to remain a central theme of his economic agenda.
Standard Chartered Says Bitcoin Could Retest $126K by Year End
Standard Chartered’s Geoff Kendrick says Bitcoin’s recent recovery has strengthened enough that the bank’s previous $100,000 year end target may now be too conservative.
• Bitcoin could retest its previous all-time high near $126,000 before year end. • The latest rally has been driven largely by short liquidations. • Spot Bitcoin ETF inflows have started recovering, adding potential demand. • Low market open interest could leave room for new investors to re enter if BTC continues rising. • Kendrick said the current setup creates a risk that his previous $100,000 target is too low.
The shift is notable: $100,000 is no longer being viewed as an ambitious ceiling, while a retest of Bitcoin’s previous record is becoming a more realistic scenario.
🇺🇸 U.S. Inflation Cools to 3.4%, But Fed Rate Debate Continues
The latest U.S. CPI data showed annual inflation easing to 3.4% in July, down slightly from 3.5% in June, matching market expectations.
• Headline inflation fell to 3.4% year-over-year, while monthly CPI rose just 0.1%. • Core inflation eased to 2.5%, signaling slower underlying price pressures. • Falling gasoline prices helped cool inflation, although energy costs remain significantly higher than a year ago. • The Federal Reserve has kept rates at 3.50%–3.75%, but policymakers remain divided on whether another hike will be needed. • Markets are increasingly pricing in a pause at the September FOMC meeting, though inflation remains above the Fed's 2% target.
While inflation is moving in the right direction, persistent energy costs, geopolitical tensions, and labor market weakness continue to complicate the outlook. The next inflation report could play a major role in determining whether the Fed stays on hold or resumes tightening later this year.
Iran Takes Hardline Position on Hormuz Reopening, Demands Full U.S. Concessions
Tensions in the Middle East are rising after Iran signaled a tougher negotiating stance and linked any reopening of the Strait of Hormuz to the fulfillment of its demands.
• Iran says the Strait of Hormuz will remain closed until the U.S. accepts all of Tehran's conditions.
• A major military leadership reshuffle has strengthened hardline figures within Iran's security establishment, signaling a more confrontational approach.
• Pakistan has intensified diplomatic efforts and is engaging with Tehran in an attempt to help mediate the crisis.
• The U.S. continues to enforce maritime restrictions in the region, with reports of military incidents involving vessels near the blockade zone.
• Attacks on commercial shipping in the Gulf of Oman and surrounding waters have increased concerns over regional security and global trade flows.
The developments highlight the growing complexity of the Hormuz crisis, with diplomacy, military pressure, and energy security all converging as global markets watch for signs of either escalation or a negotiated breakthrough.