The crypto market is as quiet as if someone pulled the plug this weekend, with $BTC playing dead below 70,000. Rather than wild-guessing where the market goes this weekend, let’s lay out next week’s three big “reveals.”
First up: $NVDA earnings after Tuesday’s close. The first report of the post-Jensen era—Jensen Huang suddenly resigns, CFO Kress steps in temporarily, and the news hit the stock with a round of after-hours selling. How the whole AI narrative gets priced depends on how this test is answered. Those AI-themed coins in crypto had better start thinking about how to position themselves.
Second, also on November 17, the Central Bank of Russia officially gives the green light to crypto trading on exchanges. The source is Coinbase’s weekly report; there aren’t many details, but the words “a major power’s regulatory shift” carry plenty of weight. I’ll dedicate a post to this tomorrow.
The third isn’t on the calendar—it’s at sea. Things haven’t been quiet around the Strait of Hormuz this weekend: an oil tanker hit a mine and exploded, multiple sites inside Iran were bombed, and missiles flew back and forth. The war premium doesn’t take weekends off. Oil prices will likely catch up when markets open Monday, and any wobble in oil prices means the Fed will have to recalculate. No risk asset gets to sit this one out.
My take: next week’s keyword is “reveal.” Before the results are in, positioning is worth more than opinions. Weekend liquidity is thin, and wicks love to catch out the impatient—keep your hands off the buttons. NFA DYOR
#比特币 #英伟达财报 #俄罗斯央行 #霍尔木兹 #NextWeekCalendar
First up: $NVDA earnings after Tuesday’s close. The first report of the post-Jensen era—Jensen Huang suddenly resigns, CFO Kress steps in temporarily, and the news hit the stock with a round of after-hours selling. How the whole AI narrative gets priced depends on how this test is answered. Those AI-themed coins in crypto had better start thinking about how to position themselves.
Second, also on November 17, the Central Bank of Russia officially gives the green light to crypto trading on exchanges. The source is Coinbase’s weekly report; there aren’t many details, but the words “a major power’s regulatory shift” carry plenty of weight. I’ll dedicate a post to this tomorrow.
The third isn’t on the calendar—it’s at sea. Things haven’t been quiet around the Strait of Hormuz this weekend: an oil tanker hit a mine and exploded, multiple sites inside Iran were bombed, and missiles flew back and forth. The war premium doesn’t take weekends off. Oil prices will likely catch up when markets open Monday, and any wobble in oil prices means the Fed will have to recalculate. No risk asset gets to sit this one out.
My take: next week’s keyword is “reveal.” Before the results are in, positioning is worth more than opinions. Weekend liquidity is thin, and wicks love to catch out the impatient—keep your hands off the buttons. NFA DYOR
#比特币 #英伟达财报 #俄罗斯央行 #霍尔木兹 #NextWeekCalendar