Che @Chechinsus

September could be a major turning point for crypto. The labor market, Fed expectations, Treasury yields and the dollar are all sending signals that could shape the next move. I’ll be watching the jobs data closely and sharing the key market signals as they develop. If you’re following crypto this week, stay tuned. #Bitcoin #Crypto #BTC #ETHereum #ETH #Markets #Fed #CryptoNews

@Starlink Very good x.com/Matthewi68/sta…

Investment Diary @Matthewi68

a month ago

🚨 **Trump vs. NBC: Why Investors Are Watching** Trump has called on the FCC to take action against NBC News host Kristen Welker, accusing her of misrepresenting his political record. While the FCC faces significant legal limits when it comes to regulating news coverage, the

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@TRobinsonNewEra Very good x.com/Matthewi68/sta…

Investment Diary @Matthewi68

a month ago

🚨 **Trump vs. NBC: Why Investors Are Watching** Trump has called on the FCC to take action against NBC News host Kristen Welker, accusing her of misrepresenting his political record. While the FCC faces significant legal limits when it comes to regulating news coverage, the

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@TRobinsonNewEra x.com/MatthewCrypto6…😌

Matthew Spencer CFA, CMT @MatthewCrypto66

a month ago

### 🚨 ETHENA IS LOOKING BEYOND CRYPTO **Ethena is betting that the next big yield opportunity may not come from Bitcoin or Ethereum — but from stocks.** 👀 The crypto protocol behind the roughly **$4B synthetic dollar USDe** is expanding its basis-trading strategy into **stock

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@Millanphilipose x.com/MatthewCrypto6…😚

Matthew Spencer CFA, CMT @MatthewCrypto66

a month ago

### 🚨 ETHENA IS LOOKING BEYOND CRYPTO **Ethena is betting that the next big yield opportunity may not come from Bitcoin or Ethereum — but from stocks.** 👀 The crypto protocol behind the roughly **$4B synthetic dollar USDe** is expanding its basis-trading strategy into **stock

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@WHO x.com/MatthewCrypto6…🤓

Matthew Spencer CFA, CMT @MatthewCrypto66

a month ago

### 🚨 ETHENA IS LOOKING BEYOND CRYPTO **Ethena is betting that the next big yield opportunity may not come from Bitcoin or Ethereum — but from stocks.** 👀 The crypto protocol behind the roughly **$4B synthetic dollar USDe** is expanding its basis-trading strategy into **stock

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@UN_Women x.com/MatthewCrypto6…

Matthew Spencer CFA, CMT @MatthewCrypto66

a month ago

### 🚨 ETHENA IS LOOKING BEYOND CRYPTO **Ethena is betting that the next big yield opportunity may not come from Bitcoin or Ethereum — but from stocks.** 👀 The crypto protocol behind the roughly **$4B synthetic dollar USDe** is expanding its basis-trading strategy into **stock

2 0 2 1K 0

@DEADLINE x.com/MatthewCrypto6…🤓

Matthew Spencer CFA, CMT @MatthewCrypto66

a month ago

### 🚨 ETHENA IS LOOKING BEYOND CRYPTO **Ethena is betting that the next big yield opportunity may not come from Bitcoin or Ethereum — but from stocks.** 👀 The crypto protocol behind the roughly **$4B synthetic dollar USDe** is expanding its basis-trading strategy into **stock

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Nasdaq says it will introduce a new evening trading session from 9 pm to 4 am et starting in december. Nasdaq is also engaging with regulators to offer nearly continuous trading 23 hours a day, five days a week

ETH is trading around $1,884, with a market capitalization of approximately $227 billion, while its price has been relatively stable over the past 24 hours. Against the backdrop of major cryptocurrencies gradually stabilizing, Ethereum is still trading below its recent highs, while institutional allocation to ETH continues to increase. That makes it look like a relatively attractive entry point.

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I’m watching the cycle closely. If history repeats, the next move could be closer than most expect👀📈

ᴛʀᴀᴄᴇʀ @DeFiTracer

2 months ago

$BTC HAS 53 DAYS LEFT IN THIS BEAR MARKET!! The cycle clock has never missed once 2015-2017 bull: 1,064 days 2017-2018 bear: 364 days 2018-2021 bull: 1,064 days 2021-2022 bear: 364 days 2022-2025 bull: 1,064 days 2025-2026 bear: 364 days If the pattern holds one more time

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States rethink AI data-center incentives as power costs, public backlash grow The rapid expansion of artificial-intelligence infrastructure is prompting state and local governments to reconsider the tax breaks that helped turn the U.S. into the world’s largest data-center market. Officials from Virginia to Nebraska, New York and Texas are demanding that technology companies shoulder more of the energy, water and infrastructure costs associated with their computing facilities. Some states have suspended tax incentives, imposed new fees or temporarily halted development as residents question whether data centers produce enough jobs and public revenue to justify their demands on local resources, the New York Times reported Sunday. For investors, the shift threatens to raise construction and operating costs for cloud providers, data-center developers and AI companies. New taxes, utility tariffs and permitting restrictions could delay projects or redirect investment toward states offering abundant power and more favorable policies. Utilities, power producers and companies developing independent energy systems could benefit as technology groups seek additional electricity supplies. Virginia, home to the region known as “Data Center Alley,” recently became the first state to tax data centers according to their electricity consumption. The limited levy could generate as much as $600 million during the coming year, according to state Sen. L. Louise Lucas. The measure followed an unsuccessful attempt to repeal Virginia’s sales-tax exemption for data-center equipment. Technology companies and the Data Center Coalition, whose members include Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOG)(GOOGL), opposed the broader tax proposal. Virginia’s action reflects a national debate over how the potential wealth created by AI should be divided. Advocates contend that communities shouldn’t subsidize highly profitable technology companies while absorbing higher electricity costs, environmental pressures and infrastructure demands. About 120 communities have considered or adopted temporary restrictions on data-center construction during the past two years, according to a University of Virginia tracker. Roughly 30 states also have weighed legislation related to the facilities’ power consumption. New York imposed a one-year statewide moratorium on new data-center development and plans to review its tax incentives. Illinois, Ohio and Arizona have paused some industry subsidies, while Nebraska suspended an incentive program after officials concluded that strong demand had reduced the need for public support. Texas Gov. Greg Abbott also ordered an audit of data centers’ compliance with electricity regulations, despite previously promoting the state as a leading destination for AI investment. New Jersey approved a tariff intended to ensure large electricity users contribute more toward power-system costs. The industry argues that data centers can create construction jobs, increase property-tax collections and support local economies. Loudoun County, Virginia, has used revenue generated by the industry to lower property taxes, while a Louisiana parish awarded teacher bonuses with proceeds connected to a data-center project. However, modern AI facilities generally employ relatively few people after construction while consuming far more electricity and water than earlier data centers. That imbalance has weakened the traditional argument for offering generous incentives. Major AI companies have promised to supply more of their own power and limit the effect on household utility bills. Yet the effectiveness of those commitments varies by project and location. The policy fight is likely to intensify as AI becomes an issue in the 2026 midterm elections. For the technology industry, the era of communities competing for data centers with tax breaks may be giving way to one in which companies must demonstrate a clearer economic return for their hosts, the Times reported.

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Banking giant UBS, with over $7 trillion in assets under management, has reported a more than 24-fold quarterly increase in call option exposure tied to BlackRock’s iShares Bitcoin Trust (IBIT) in the second quarter. That increase, which gives it the right to acquire IBIT shares at a later date at a set price, came as its outright IBIT holdings rose about 12%, according to a regulatory filing this week. The Swiss banking group reported calls representing 1.95 million underlying IBIT shares as of June 30, up from 80,000 three months earlier. UBS separately held 407,890 IBIT shares worth about $13.6 million, compared with 364,371 shares at the end of the first quarter, according to its Q1 filing. Put option exposure, giving UBS the right but not the obligation to sell IBIT at a set date and price, moved in the opposite direction. UBS reported puts representing 143,300 underlying shares, down about 53% from 303,300 at the end of March. Its direct IBIT position also remained below the 548,614 shares reported at the end of 2025, according to its fourth-quarter filing. UBS 13-filing for IBIT. (CoinDesk) UBS 13-filing for IBIT. (CoinDesk) The disclosure also does not include strike prices or expirations, making it difficult to determine UBS’s net directional exposure from the filing alone. The increase comes as UBS expands its work around client access to digital assets. Earlier this year, the bank started preparing to offer select private banking clients in Switzerland access to bitcoin and ether trading. The filing does not say whether those client initiatives drove the increase in IBIT options. The positions could also reflect dealer hedging, market-making activity, discretionary client portfolios or proprietary exposure.

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@MatthewCrypto66 Risk appetite is definitely picking up

@_LGraham I like the focus on multiple drivers here. PPI matters, but oil, yields, ETF flows and geopolitical risk can all change the market reaction quickly

@DrVincents6 Great point on market breadth.

A stronger Russell 2000 suggests investors are becoming more willing to move further out on the risk curve. If that behavior persists, it could create a favorable backdrop for higher beta assets, including crypto

Ash Crypto @AshCrypto

2 months ago

The money rotation has officially started. 🇺🇸 The Russell 2000 just hit a new all-time high of 3,067 for the first time in history. This is GIGA bullish for ETH and Alts because historically they always follow Russell to new highs. Money is now flowing from mega-cap stocks to

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