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.
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.
Trump Says Iran Should Pay Compensation for Regional Conflict Damage
Former U.S. President Donald Trump stated that future negotiations with Iran should include discussions on compensation for damage and loss of life across the Middle East.
Key points:
• Trump said Iran should be held responsible for damage and deaths in Lebanon, Syria, Yemen, and Gaza. • He claimed U.S. negotiators have been instructed to raise compensation demands in future talks with Iran. • Trump's comments came in response to reports that Iranian representatives were seeking compensation related to recent military conflict damages. • He argued that Iran should compensate victims of past regional conflicts and attacks attributed to Iranian backed activities. • The remarks add a new layer of tension to ongoing discussions between Washington and Tehran.
The statement signals a tougher negotiating stance and could complicate efforts to reach broader agreements between the U.S. and Iran, as both sides continue to exchange demands ahead of future talks.
A pullback toward the 0.0225–0.0238 zone could provide a cleaner entry opportunity while maintaining a favorable risk-to-reward setup.
As long as price holds above 0.0200, the bullish structure remains intact. Losing that level would signal weakening momentum and increase the probability of a deeper retracement.
A pullback toward the 0.00275–0.00300 zone could provide a more balanced entry for traders looking to participate in the trend while managing risk.
As long as price holds above 0.00235 and the EMA(200), the broader bullish structure remains intact. A loss of that level would increase the probability of a deeper retracement before the next potential move higher.
BROCCOLI714 has broken above its recent consolidation range and continues to trade well above the EMA(200), confirming a strong bullish structure. The steady series of higher highs and higher lows suggests buyers remain in control despite short term volatility.
A pullback toward the 0.0180–0.0192 zone could offer a cleaner entry opportunity while maintaining an attractive risk-to-reward profile.
As long as price holds above 0.0162, the bullish trend remains intact. A break below that support would weaken momentum and increase the likelihood of a deeper correction.
MUBARAK has broken out of its previous range with strong momentum and is trading well above the EMA(200), confirming a bullish market structure. The recent rally was accompanied by increasing volume, signaling strong buyer participation.
A pullback toward the 0.0180–0.0195 zone could provide a more attractive entry while allowing traders to manage risk effectively.
As long as price holds above 0.0160, the bullish trend remains intact. Losing that level would increase the probability of a deeper correction and weaken the current momentum.
COOKIE has broken above its recent consolidation range and is trading comfortably above the EMA(200), confirming a strong bullish trend. The recent 40% move was supported by rising volume, showing clear buyer interest.
A pullback toward the 0.0125–0.0132 zone could offer a more favorable entry while maintaining a healthy risk-to-reward setup.
As long as price remains above 0.0110, the bullish structure stays intact. A break below that level would weaken momentum and increase the likelihood of a deeper correction.