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“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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The anti-AI propaganda machine is fully engaged now with @nbcsnl carrying the torch.
The propaganda is everywhere now from @netflix documentaries, to @billmaher and @TheDailyShow.
The anti-AI propaganda machine is fully engaged now with @nbcsnl carrying the torch.
The propaganda is everywhere now from @netflix documentaries, to @billmaher and @TheDailyShow.
The propaganda is everywhere now from @netflix documentaries, to @billmaher and @TheDailyShow.
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@DavidSacks is spot on.
Going the @BernieSanders route for banning AI is self-sabotage and is rooted in history.
@DavidSacks is spot on.
Going the @BernieSanders route for banning AI is self-sabotage and is rooted in history.
Going the @BernieSanders route for banning AI is self-sabotage and is rooted in history.
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Weird, all these doomer articles are from...@nytimes
I'm sure it's just a coincidence, right?
Weird, all these doomer articles are from...@nytimes
I'm sure it's just a coincidence, right?
I'm sure it's just a coincidence, right?
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https://dillinger.io an open source project I've been building for free for 15 years and now, the trenches are gonna pay me for all the work I put in?
Let's see.
https://dillinger.io an open source project I've been building for free for 15 years and now, the trenches are gonna pay me for all the work I put in?
Let's see.
Let's see.
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$Meta has been the most bought megacap this week and is on track for its third-largest week of institutional call buying in two years.
Institutions added $603M of net call exposure over four sessions, while gross call turnover is running 243% above last week.
$Meta has been the most bought megacap this week and is on track for its third-largest week of institutional call buying in two years.
Institutions added $603M of net call exposure over four sessions, while gross call turnover is running 243% above last week.
Institutions added $603M of net call exposure over four sessions, while gross call turnover is running 243% above last week.
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Mag7 stocks broke out to new highs after recent Fed hike.
$MAGS
Mag7 stocks broke out to new highs after recent Fed hike.
$MAGS
$MAGS
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The blocking of personal AI assistants like @grok Bot, @meta Muse, etc. has begun.
So far banks, hotels, docs as a service, etc. are all blocking the browsers of these bots.
Anyone else see this?
The blocking of personal AI assistants like @grok Bot, @meta Muse, etc. has begun.
So far banks, hotels, docs as a service, etc. are all blocking the browsers of these bots.
Anyone else see this?
So far banks, hotels, docs as a service, etc. are all blocking the browsers of these bots.
Anyone else see this?
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Tough to have a market top with everyone rushing to cash.
Tough to have a market top with everyone rushing to cash.
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Consumer cash pile is $22.62T, with checking accounts at $6.34T
It totaled $22.62T in 2026Q2, up from $14.71T in 2019Q4.
Consumer cash pile is $22.62T, with checking accounts at $6.34T
It totaled $22.62T in 2026Q2, up from $14.71T in 2019Q4.
It totaled $22.62T in 2026Q2, up from $14.71T in 2019Q4.
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Dispersion
The SOX is roughly 14% below its June high, yet only three of its 30 members are closer to their own highs.
Ten are still more than 30% below their 52-week peaks, with the average stock down around 26%.
Dispersion
The SOX is roughly 14% below its June high, yet only three of its 30 members are closer to their own highs.
Ten are still more than 30% below their 52-week peaks, with the average stock down around 26%.
The SOX is roughly 14% below its June high, yet only three of its 30 members are closer to their own highs.
Ten are still more than 30% below their 52-week peaks, with the average stock down around 26%.
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The largest and most reliable price-insensitive bid is going quiet.
85% of corporates turn off their buybacks by week-end just as CTAs are set up to sell.
The largest and most reliable price-insensitive bid is going quiet.
85% of corporates turn off their buybacks by week-end just as CTAs are set up to sell.
85% of corporates turn off their buybacks by week-end just as CTAs are set up to sell.
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CTA flows go asymmetric into October
The systematics are loaded to sell on the way down and barely a bid on the way up.
Per @GoldmanSachs, a down >2 Std Dev move triggers heavy selling to "-184.4b," while the up-market scenarios cap out around +88.7b to +89.9b.
CTA flows go asymmetric into October
The systematics are loaded to sell on the way down and barely a bid on the way up.
Per @GoldmanSachs, a down >2 Std Dev move triggers heavy selling to "-184.4b," while the up-market scenarios cap out around +88.7b to +89.9b.
The systematics are loaded to sell on the way down and barely a bid on the way up.
Per @GoldmanSachs, a down >2 Std Dev move triggers heavy selling to "-184.4b," while the up-market scenarios cap out around +88.7b to +89.9b.
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@glassnode Bitcoin MVRV crossed back above its 365-day average, the same cross seen in 2019 and 2023
Glassnode says bitcoin has triggered the same momentum setup that appeared at the start of the last two bull markets.
bitcoin:native
@glassnode Bitcoin MVRV crossed back above its 365-day average, the same cross seen in 2019 and 2023
Glassnode says bitcoin has triggered the same momentum setup that appeared at the start of the last two bull markets.
bitcoin:native
Glassnode says bitcoin has triggered the same momentum setup that appeared at the start of the last two bull markets.
bitcoin:native
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Global blockchain-based fixed-income issuance reached €4.8bn in 2025, up 48% from 2024.
A Finadium study estimated that using blockchain-based intraday repo for 15% of activity could reduce intraday liquidity buffer needs by 8–17%.
DTCC is the next big test.
@DeutscheBank says DTCC to launch its tokenization service in Oct 2026, covering Russell 1000 constituents, ETFs tracking major indices, and US Treasury bills, notes and bonds.
Global blockchain-based fixed-income issuance reached €4.8bn in 2025, up 48% from 2024.
A Finadium study estimated that using blockchain-based intraday repo for 15% of activity could reduce intraday liquidity buffer needs by 8–17%.
DTCC is the next big test.
@DeutscheBank says DTCC to launch its tokenization service in Oct 2026, covering Russell 1000 constituents, ETFs tracking major indices, and US Treasury bills, notes and bonds.
A Finadium study estimated that using blockchain-based intraday repo for 15% of activity could reduce intraday liquidity buffer needs by 8–17%.
DTCC is the next big test.
@DeutscheBank says DTCC to launch its tokenization service in Oct 2026, covering Russell 1000 constituents, ETFs tracking major indices, and US Treasury bills, notes and bonds.
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WTI crude oil net positioning is at 12m highs, with the 4wk change at +2 standard deviations.
Shorts were reduced faster than longs came off, leaving a still-meaningful long bias.
— @jpmorgan
WTI crude oil net positioning is at 12m highs, with the 4wk change at +2 standard deviations.
Shorts were reduced faster than longs came off, leaving a still-meaningful long bias.
— @jpmorgan
Shorts were reduced faster than longs came off, leaving a still-meaningful long bias.
— @jpmorgan
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@jpmorgan Positioning Intelligence says equity positioning is still cautious even after the rebound.
Global equity net positioning dipped to the 9th percentile, with short exposure still at 12 month highs > 2 sigmas.
The 1 month change in North American net risk is now < -2 sigmas.
Lots of shorts, with very few longs means any meaningful risk on catalyst could send stocks flying.
@jpmorgan Positioning Intelligence says equity positioning is still cautious even after the rebound.
Global equity net positioning dipped to the 9th percentile, with short exposure still at 12 month highs > 2 sigmas.
The 1 month change in North American net risk is now < -2 sigmas.
Lots of shorts, with very few longs means any meaningful risk on catalyst could send stocks flying.
Global equity net positioning dipped to the 9th percentile, with short exposure still at 12 month highs > 2 sigmas.
The 1 month change in North American net risk is now < -2 sigmas.
Lots of shorts, with very few longs means any meaningful risk on catalyst could send stocks flying.
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Treasury vol is exploding.
Equities vol, $VIX, is under 16.
This won’t last.
Treasury vol is exploding.
Equities vol, $VIX, is under 16.
This won’t last.
Equities vol, $VIX, is under 16.
This won’t last.
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Up Volume vs. Total Volume (Up and Down Volume) ratio is approaching a trade-able low for equities.
Up Volume vs. Total Volume (Up and Down Volume) ratio is approaching a trade-able low for equities.
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BitwiseFilesFinalNEARSpotETFProspectus
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🟣 Bitwise just gave Wall Street NEAR exposure with something most ETF headlines won't mention: an exit clock...
#bitwisefilesfinalnearspotetfprospectus
The Bitwise NEAR ETF has cleared registration and NYSE Arca has approved its listing. Its prospectus says the trust intends to stake 100% of its NEAR under normal conditions and retain about 67% of the staking rewards.
Sounds almost perfect:
NEAR exposure + staking yield.
But there's a trade-off.
Staked NEAR isn't instantly liquid.
The protocol requires 2–4 epochs to unstake, with epochs targeted around 12 hours. Bitwise therefore expects normal redemptions to be around T+2, while warning that stressed conditions can extend the process.
That's the part I find fascinating.
An institutional wrapper can turn staking yield into a portfolio feature —
but it can't turn blockchain finality into instant liquidity.
So the metric I'd watch isn't just ETF inflows.
It's how much NEAR stays staked versus how the fund handles redemptions during volatility.
That's where the institutional model gets tested.
Not financial advice. Staking rewards are variable and redemption timing can extend under adverse conditions.
$NEAR $BTC $ETH
#BitwiseFilesFinalNEARSpotETFProspectus #Near #CryptoETFMania #altcoins
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