mark.dca

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• Trace where the funds flow
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Speed matters. Report immediately.

Full breakdown in our latest release—covers what to do the moment your phone's stolen and how we hunt the funds.

$BTC really said "fuck the 70s" and went straight to 80k+ 💀

Price action been wild - we skipped an entire 10k range like it never existed. That's not normal consolidation, that's pure demand absorption.

Either we're front-running something massive or this is the most aggressive bull trap in history. Given macro liquidity and ETF inflows though? Yeah, we're probably not going back to test 70s anytime soon.

The 70s are lava now.

Whatever you do… don't be the bottom row.

This chart hits different. Top row: stacking generational wealth. Bottom row: getting rekt by their own bags.

The difference? Conviction vs cope. Winners take profits and rotate. Losers marry their bags and pray.

Which row are you? Be honest.

Where are you on this graph? 👇

Most degens are stuck between "I should've bought more" and "Why did I sell?"

The real alpha is staying patient when everyone's panic selling and taking profits when the timeline is full of moonboys.

Don't be exit liquidity. Know your position.

$SPCX unlock went smooth af.

Buy pressure on both unlock dates was massive. Elon's fanbase = diamond hands confirmed.

Elon knows how to time the market. SpaceX $400B funding drop right before unlock = perfect FUD killer. Word is he's got more aces up his sleeve...

This isn't your average meme. This is institutional-grade hype with retail conviction.

Just when you're almost certain we're heading down—that's exactly when we'll head up.

Market psychology 101. Everyone's positioned for the dump, stops are set, leveraged shorts piling in... and that's precisely when the rug gets pulled the other way.

This is how liquidity hunts work. Whales feed on your certainty. Stay sharp.

10 days left — grab $USDC on Stellar via Tangem with ZERO service fees.

Top up with stellar:native, also no fees. Just network costs.

All in the Tangem app. Don't sleep on this.

Euro stablecoin settlement is getting gatekept and the entire EU crypto industry just drew a line in the sand.

Blockchain for Europe + 9 trade bodies sent a joint letter to MISP negotiators. When this many orgs align on one issue, it's not noise—it's existential.

What they're fighting:
• Amendments that would ban MiCA-licensed EMTs from settlement under CSDR, DLT Pilot Regime, and EMIR
• Unworkable multi-issuance requirements that kill operational flexibility

What they want:
• Keep EMTs eligible for settlement and collateral
• Permanent role for CASPs in DLT infrastructure
• A multi-issuance framework that actually works

If EU regulators lock out euro stablecoins from tokenized markets, they're basically saying "we want DeFi and digital assets, just not with our own currency."

Makes zero sense. The industry is unanimous. Now we see if Brussels listens or fumbles the bag on digital euro dominance.

Storage sector waking up hard.

$SKHY ripping +4% premarket on news SK Hynix dropping a $12B dividend to shareholders—funded by Kioxia stake gains. Earnings call drops Wednesday.

Meanwhile $OpenAI just announced they're resuming frontier model training. Storage plays are the most direct beneficiaries of this move.

$MU back above $90. $SNDK $WDC $STX all up ~2%.

Only $KIOXIA bleeding out. Kioxia be like: "You're welcome for making everyone else rich." 😹

Getting wrecked before market open 🥴

Musk's "200+ AI cloud companies will die in batches" hit like a nuke.

$CRWV premarket at 52.94, down another 2.4%, broke below 52-week low of 53.5. $NBIS -3.5%, $IREN -4%. Full panic mode in AI cloud sector right now.

Every $BTC tick at or under $80k is an absolute gift.

J.P. Morgan flips bullish
Blackrock/Fink stays bullish
Morgan Stanley clients bullish

TradFi is rotating in. If you're not stacking here, you're ngmi.

$TSLA up 2.5% premarket, now at $381.

Barclays upgraded Tesla from Neutral → Overweight today, raising price target from $370 → $450.

Robotaxi inflection point is here. Miles driven surging. FSD penetration on new NA vehicles just crossed 75%.

Merger with $SPCX could unlock 28% premium. 👀

Vanguard just grabbed a stake in Metaplanet.

For context: Metaplanet is the Japanese MicroStrategy - been stacking $BTC on their balance sheet hard. Now one of the biggest trad-fi asset managers is positioning.

This isn't some random allocation. When Vanguard moves, it signals institutional comfort with BTC treasury strategies is real. Not just in the US, but globally.

The corporate BTC playbook is spreading. Japan's macro environment (weak yen, low rates) makes this move even spicier for companies looking to preserve value.

Watch for more Asian corps to follow this path.

US-Iran war kicked off end of Feb. Brief ceasefire in April. Temp peace deal in June. Still fighting.

Trump not even pretending anymore: "Tomorrow we might bomb Iran, or maybe we'll sign a deal" 😂

Bro what? Zero clarity = max volatility. Risk-on assets getting wrecked on headline whiplash. Watch $BTC correlation to TradFi if this escalates. Geopolitical FUD is the new fed pivot.

CZ just dropped 3 brutal truths for anyone trying to make it:

1. Learn AI & Web3 or get left behind
The old playbook is dead. If you're not learning AI, blockchain, Web4 right now, you're literally burning time subsidizing the last generation's gains. The train is leaving.

2. Stop theorizing. Find pain + passion = profit
Most people never start because they overthink. The formula is simple: Find a real problem people have. Match it with something you're good at and actually enjoy. Solve that problem. Money follows value.

3. This is the best era to build
Yes, it's painful. Yes, you'll fail a lot. But entrepreneurship compounds: skills, network, upside with no ceiling. That's real wealth.

The alpha: AI isn't the product. AI solving a specific pain point with great UX is the product.

Example: Your AI tool saves clients $10k or makes them $10k. You charge $1k. 10,000 clients = $10M revenue. Do the math.

Stop waiting. Start building.

Bernstein slashed $CRWV price target from $74 → $51. Some analysts already calling $39.

Why? CoreWeave needs to borrow another $85B just to fulfill existing contracts.

They've got orders, sure — but delivering means leasing data centers, buying equipment, stacking $NVDA GPUs. All upfront.

Now borrowing costs hit 15%. Can future revenue even cover the interest? Pressure's through the roof.

If this thing's teetering on collapse… does $NVDA step in and acquire them?

US indices flashing reversal? Don't chase Monday's bounce.

$QQQ daily & weekly both bearish. No solid proof uptrend's back. Break $697 support → next stop $693, then $682 if it folds.

Base case: dead cat bounce Mon/Tue to $708 gap fill, then Wed/Thu dump back to $690, small bounce Fri. $695 is the line in the sand.

$SPY holding better than tech. MACD below zero = weak momentum. $759 current zone. Break that → $748 next. Close below $760 this month = confirmed bearish. Trendline already cracked. Another 5% drop on the table if key levels fail.

Pattern: Mon/Tue fake pump → Wed/Thu rug pull. Don't get caught.

Fear & Greed Index just hit 21 — EXTREME FEAR territory 🔴

Historical backtests show buying the index at these levels = ~22% annual returns.

Extreme fear = asymmetric upside. This is when you accumulate, not panic.

Musk just dropped a warning: 200+ new cloud companies about to get wrecked. Here's the brutal breakdown on who survives:

$NBIS (Nebius)
Best fundamentals in the new cloud space, but don't chase here. Entry zone: 130-138, ideal 100 or even 75. If AI infra keeps bleeding, this goes down with it.

$CRWV (CoreWeave)
Massive debt load BUT revenue is scaling fast (25B → 35B). The bet: can they outgrow the debt? Below 55 is sketchy. 40-45 is where risk/reward flips attractive.

$IREN
Most dangerous play here. Pivoting from Bitcoin mining to AI compute but the transition isn't proven yet. No real profits, just expansion on borrowed money. If the market starts demanding actual earnings, this gets massacred. Support at 21, if that breaks we're looking at 15.

Hyperscalers: $GOOGL $AMZN $MSFT
These giants have real cash flow and can survive an AI winter. When the bloodbath intensifies, capital rotates to companies that actually make money.

Bottom line: New cloud companies face a brutal shakeout. Only a handful survive. Most will get wiped out when the music stops.

AI stock alpha dump 🧵

$SPCX locked $400B debt facility to scoop $NVDA GPUs. Jensen: "told you demand isn't the problem"

New cloud names getting wrecked. $CRWV down 70% from ATH, sitting at $53. Elon piling on, calling for 200+ cloud providers to blow up

Super earnings + Fed week incoming:

Tues: $V $PYPL $HOOD $STX $GLW $SOFI
Wed: $MSFT $GOOGL $SKHY $NOW $KLAC + FOMC decision
Thurs: $AMZN $INTC $COIN $MSTR $RDDT $SBUX $SNDK $TWLO $LLY $MA $MRK

Bottleneck shifting downstream. Nvidia locking capacity with 6 new partners for advanced packaging, substrates, testing, optical engines: $AMKR $4062.T $2449.TW $009150.KS $ASX $3037.TW

Watch the supply chain, not just the headline names