cryptotreasurydivides

Good morning.

THE SEPTEMBER FLUSH MAY COME — BUT NOT YET. 👀

I’m still expecting a sharp shakeout this month.

But first, I think the market could have one more push higher.

The setup:

Push higher → build confidence → FOMO kicks in → flush.

If that plays out, these are the levels I’ll be watching:

🟠 $BTC → $74K
🟣 $ZEC → $750
🔵 $ETH → $2,350
🟢 $SOL → $95
⚫ $HYPE → $73

Not predicting the exact path.

Just preparing for the levels that matter.

Stay patient. Stay liquid. 🫡
#CryptoTreasuryDivides #USStrikesTargetsNearHormuzAndJask

Memory chips are getting hot 🔥

Samsung & SK Hynix inventory is reportedly below 10 days, while AI demand keeps exploding. With HBM4 production squeezing DRAM capacity and hundreds of thousands of GPUs coming online, the supply shortage could get even tighter.

Chip stocks are already rallying, and the market is betting on a bigger shortage ahead. 📈

$SKHYNIX $SNDK $MU #AI
#CryptoTreasuryDivides
#CLARITYActSept15

$BTC / $ETH / $SOL
DIFFERENT MOATS
$BTC's moat is monetary credibility.
SETH's moat is economic coordination.
$SOL's moat is execution speed.
Bitcoin makes the rules hard to change.
Ethereum makes capital and applications composable.
Solana makes on-chain activity increasingly fast enough to feel real-time.
Different moats.
Different users.
Different reasons to matter.
#CryptoTreasuryDivides
#CLARITYActSept15