Coin Post – Money, Investments, Bitcoin

The best indicator for Bitcoin's bottom right now is the crossover of Realized Losses and Realized Profits 💸The video shows that the indicator worked perfectly in previous cycles and hasn't yet given a signal that the bottom has been reached.Analytics platforms hide Realized Losses and Realized Profits behind a paid subscription, so for you, we created a new similar indicator for TradingView (see screenshot), which you can add in 5 minutes and use completely free 🏀How to add the indicator:1. Log into your TradingView account, open the BTC/USD candlestick chart, select the 1W timeframe, and switch to a logarithmic scale.2. In the bottom right corner, open the menu (the circle icon with dots) and select "Pine Editor".3. A code window will open; clear the default template and paste the code below://@version=5 indicator("BTC Realized P/L Exact Video [Final]", shorttitle="RPL Video Final", overlay=true) //==========================================// 1. DEFAULT SETTINGS// ==========================================ema_len = input.int(59, "EMA Smoothing Length (weeks)", minval=1)spread_mult = input.float(44.0, "Line Spread (Separate yellow/blue)", minval=1.0)level_shift = input.float(0.18, "Line Level Below Price (18% of BTC)", minval=0.05, maxval=0.5)// ==========================================// 2. DATA AND EMA SMOOTHING// ==========================================sopr_raw = request.security("GLASSNODE:BTC_SOPR", "W", close)sopr_smooth = ta.ema(sopr_raw, ema_len)// Baseline below candles (18% of BTC price)base_line = ta.sma(close, 80) * level_shift// ==========================================// 3. LINE SPREAD CALCULATION// ==========================================dev = (sopr_smooth - 1.0) * spread_multprofit_line = base_line * math.exp(dev)loss_line = base_line * math.exp(-dev)// ==========================================// 4. LINE PLOTTING// ==========================================p_prof = plot(profit_line, "Realized Profit (Yellow)", color=#FFC107, linewidth=2)p_loss = plot(loss_line, "Realized Loss (Blue)", color=#2196F3, linewidth=2)// ==========================================// 5. CAPITULATION ZONES AND BUY SIGNAL// ==========================================is_capitulation = loss_line > profit_line// Red background and fill between linesbgcolor(is_capitulation ? color.new(#FF5252, 85) : na, title="Bottom Zone")fill(p_loss, p_prof, color = is_capitulation ? color.new(#FF5252, 60) : na, title="Gap Fill")// Buy signal triangle below candles at the crossover momentsignal_buy = ta.crossover(loss_line, profit_line)plotshape(signal_buy, title="Buy Signal", style=shape.triangleup, location=location.belowbar, color=#FF5252, size=size.normal)4. Click "Save" and "Add to chart" at the top of the editor.No indicator provides a 100% guarantee, but this one has worked flawlessly through all previous cycles. Save this indicator for yourself and share it with your friends 👍

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Over the past 30 years, the S&P 500 has continued to rise after reaching an ATH (All-Time High) in 13 out of 17 cases – gaining an average of +6.3% over the following six months. That is precisely what Wall Street bankers are pricing into their forecasts: between 7,900 and 8,100 points by the end of the year 🔼The story about the AI bubble being a major risk factor doesn't look convincing, as U.S. pre-tax corporate profits as a percentage of GDP have hit a record 14%. The numbers behind company stock growth may look bubble-like, but unlike in 2000, there is a solid underlying foundation in the form of hundreds of billions in investments and revenue. PrimeXBT.However, the S&P 500's path to 8,000 won't necessarily be a straight line. Here is what could go wrong:▶️ U.S. autumn congressional midterm/special elections, which traditionally trigger a market correction▶️ Escalation in the Middle East if the war spreads across the entire region. Today, Yemeni Houthis struck Saudi Arabia again▶️ A revaluation of the AI sector, despite strong revenues, Big Tech has issued $200 billion in debt bonds since the start of the year (double the amount for the whole of 2025)Where does BTC go in that scenario? If triggered, any of these factors could easily push the crypto market to a bottom below $55k. The subsequent resolution of these issues, however, could be the very positive catalyst that puts an end to the crypto winter 🤑

Buffett is buying again! Berkshire Hathaway bought more shares in Q2 than it sold for the first time in 3.5 years – totaling $19.8 billion in purchases 💸Buffett stepped down as CEO of Berkshire Hathaway, retaining his position as Chairman of the Board. Since January 1, Berkshire has been led by Greg Abel, who isn't hesitant to spend the cash reserves accumulated by Buffett – during Q2, the cash pile dropped from $397.4 billion to $365.5 billion.The last time Buffett was a net buyer of stocks was 3.5 years ago, right at the tail end of the 2022 correction; since then, the S&P 500 has gained 114%.The question is: did Berkshire Hathaway change its market strategy after the CEO handover, or has the market itself shifted to where waiting for better prices no longer makes sense? 🤑

5 short AI prompts that perform the work of a $200k hedge fund analyst▶️ Narrative Scanner – identifies and evaluates current trends in the crypto marketAct as a crypto research analyst at a top fund. Identify the 5 strongest narratives forming in the market right now. For each one give me: the 3 tokens leading it with market caps, the specific catalyst driving attention, which stage of the attention cycle it's in (insiders only / CT discovery / retail euphoria / exhausted), how much upside is realistically left, and the one event that would kill the narrative overnight. Rank them by risk-adjusted opportunity, not hype.▶️ Tokenomics Breakdown – a detailed analysis of tokenomics with a buying verdictPerform VC-level due diligence on [token]. Cover: circulating vs total supply and what % unlocks in the next 12 months with exact dates, who the top 10 holders are and their cost basis if findable, emission schedule and who receives it, whether the token has real cash flow or manufactured utility, and how insiders exit if they want to. Then give me a verdict in one sentence: would a professional buy this, farm this, or fade this, and why.▶️ Smart Money Tracker – tracks where whales deposit funds before a pumpTeach me to track smart money like an on-chain analyst. Give me a full workflow using free tools only: how to find the wallets that bought [token] before it moved, how to check what else those wallets hold right now, how to set alerts for their next moves, and the 4 patterns that separate real accumulation from a team wallet building exit liquidity. Format it as a repeatable 15-minute routine I can run every Sunday.▶️ Thesis Destroyer – tests your investment ideaHere is my trade: [entry, target, stop, reasoning]. Your job is to make me not take it. Argue against my thesis like a skeptical senior trader with 15 years of experience: the 3 strongest reasons this fails, the data I'm ignoring, what the other side of my trade knows that I don't, and exactly what price action would prove me wrong. If the thesis survives your attack, tell me the optimal way to size and structure it.▶️ Risk Assessment – creates a custom risk management system for your portfolioBuild my complete risk management system for a $[X] portfolio. Include: position sizing formula based on stop distance, maximum portfolio heat at any time, rules for when I'm allowed to add to winners, a drawdown circuit breaker that forces me to stop trading, conditions for rotating to stables, and a 5-point checklist I must pass before every entry. Make it strict enough that following it feels annoying. One page, ready to pin.Save these prompts for later, and don't forget to add a condition to answer in your preferred language before using them.Drop some serious heat 🔥 and we'll post Part 2 with 5 more prompts!

Where is the iPhone most expensive in 2026?

The number of users looking to stake ETH is mirroring the 2023 trend right before the surge from $1 600 to $4 900 🤑If history repeats itself, Ether will see a parabolic rise, though the price could drop below $1 700 before the pump kicks off.

In this post about the Palantir stock, people wrote to us saying that it’s overheated, has a crazy P/E ratio, that the admin is dragging people into the stock market at all-time highs, and so on 🕑They advised us to pay attention to IBM instead, claiming the price looks good right now. OK, challenge accepted 🤔Comparing IBM and Palantir clearly illustrates the classic battle between a mature, debt-burdened value company and an aggressive, hyper-efficient growth company.Below is a detailed breakdown of the key metrics for both companies. Spoiler: lots of text 👇1. Financial Health. In this category, Palantir is the undisputed winner, boasting one of the safest balance sheets on the market.• Cash-to-Debt: PLTR: 37.87, IBM: 0.13. For every dollar of debt, Palantir has nearly $38 in cash and cash equivalents, whereas IBM has critically low cash relative to its debt burden ($7.17 billion in cash vs. $58.73 billion in long-term debt).Palantir effectively carries no debt burden, while IBM relies heavily on debt financing.• Debt-to-Equity: PLTR: 0.03 (minimal debt level). IBM: 1.90 (high reliance on borrowed capital).• Growth Rates. Palantir shows overwhelming superiority when it comes to business scaling dynamics: Revenue Growth (1-year): PLTR: +62.7%, IBM: +6.6%. EBITDA Growth (1-year): PLTR: +348.6%, IBM: +35.0%.2. Profitability & Capital Efficiency. Palantir leads in return on sales, but most importantly, Palantir generates economic value far more efficiently. Operating Margin (%): PLTR: 38.13%, IBM: 18.39%.Palantir's software business model enables it to keep over 42 cents of operating profit for every dollar of revenue, whereas IBM's figure is half that.3. Capital Efficiency (ROIC vs WACC). Palantir's Return on Invested Capital (ROIC) stands at an astronomical 151.19% against a Cost of Capital (WACC) of just 14.65%. The business is generating massive added value. IBM: ROIC is 8.71%, which is less than its Cost of Capital (WACC at 8.83%).IBM is effectively operating in the negative when it comes to creating economic value, as its return on investment doesn't even cover the cost of raising capital.The only area where IBM wins is dividends:Dividend Yield: IBM: 2.92%. PLTR: 0.00%. Palantir pays no dividends, reinvesting all profits back into technology development—which is completely fine for a business like this. Who needs a measly 3% a year from IBM anyway?� IBM is a textbook representative of conservative value. It is bought purely for a predictable dividend stream and stability, but beating even the S&P 500 index with it is unlikely.� Palantir is a powerful growth driver. It has an impeccable balance sheet and phenomenal growth rates. Could Palantir drop by 30%? Easily—and if it does, that just means it's time to buy more. In fact, I'm waiting for it.Could it deliver multi-fold returns (multi-bagger) and outperform other companies? Given this momentum, it would be foolish to think otherwise ✊

Following up on the Palantir post: back in 2022-2023, no one believed in the company either, and then the stock surged by 3 200% 🔼

I am reviewing Palantir's report now. This company definitely deserves our attention, despite the crazy 8x growth over the last few years.Very strong financial performance across the board, from YoY revenue growth of 93% to margins. Everything is growing at a rapid pace, and there is no sign of a slowdown.What is the main difference between Palantir and other AI companies? It is essentially the creator of the "operating system for modern warfare." Their main objective is to take the chaos of fragmented data and turn it into actionable decisions on the battlefield.Unfortunately, this is our new reality—local wars. Everything is moving toward building up military strength, and budgets will be channeled into this sector. While other companies are helping us create videos with cats, Palantir is securing contracts for the military. And such government contracts always represent huge growth potential across all metrics, especially since there isn't really an alternative.There has already been a 47% correction from the peak. It makes sense to start entering with 1/4 of the planned position now. Since there is no sign of an economic slowdown yet, it looks like the stock market will continue to perform.I am reviewing Palantir's report now. This company definitely deserves our attention, despite the crazy 8x growth over the last few years.Very strong financial performance across the board, from YoY revenue growth of 93% to margins. Everything is growing at a rapid pace, and there is no sign of a slowdown.What is the main difference between Palantir and other AI companies? It is essentially the creator of the "operating system for modern warfare." Their main objective is to take the chaos of fragmented data and turn it into actionable decisions on the battlefield.Unfortunately, this is our new reality—local wars. Everything is moving toward building up military strength, and budgets will be channeled into this sector. While other companies are helping us create videos with cats, Palantir is securing contracts for the military. And such government contracts always represent huge growth potential across all metrics, especially since there isn't really an alternative.There has already been a 47% correction from the peak. It makes sense to start entering with 1/4 of the planned position now. Since there is no sign of an economic slowdown yet, it looks like the stock market will continue to perform.

I've recently gone through Palantir's report. This company definitely deserves our attention, despite its crazy 8x growth over the last few years.Insanely strong financial metrics across the board, from revenue (+93% YoY) to profit margins. Everything is growing at a rapid pace with no signs of slowing down.What's the main difference between Palantir and other AI companies? They've essentially built an "operating system for modern warfare." Their main job is to take the chaos of scattered data and turn it into actionable decisions on the battlefield.Unfortunately, this is our new reality: local wars. Everything is moving toward building up military strength, and budgets will keep flowing into this sector. While other companies are helping us generate cat videos, Palantir is locking down defense contracts, and long-term government contracts always offer huge growth potential for every metric, especially when there's practically no alternative.It has already pulled back 47% from its peak. Stepping in with 1/4 of your planned position definitely makes sense here. With no signs of an economic slowdown on the horizon, equities look set to keep performing well.I've recently gone through Palantir's report. This company definitely deserves our attention, despite its crazy 8x growth over the last few years.Insanely strong financial metrics across the board, from revenue (+93% YoY) to profit margins. Everything is growing at a rapid pace with no signs of slowing down.What's the main difference between Palantir and other AI companies? They've essentially built an "operating system for modern warfare." Their main job is to take the chaos of scattered data and turn it into actionable decisions on the battlefield.Unfortunately, this is our new reality: local wars. Everything is moving toward building up military strength, and budgets will keep flowing into this sector. While other companies are helping us generate cat videos, Palantir is locking down defense contracts, and long-term government contracts always offer huge growth potential for every metric, especially when there's practically no alternative.It has already pulled back 47% from its peak. Stepping in with 1/4 of your planned position definitely makes sense here. With no signs of an economic slowdown on the horizon, equities look set to keep performing well.

Yesterday, Spotify (SPOT) released its earnings report. It is another interesting company from a financial standpoint, despite "investors" disliking the report and the stock price falling right now. But the crowd is rarely right 😃Here we have an example of a classic and highly successful business turnaround. For a long time, Spotify was a growth stock with no net profit, but over the last two years, it has transformed into a highly efficient, profitable business with phenomenal cash flows.🔵 Spotify became the first audio platform in the world to reach 300 million premium subscribers (+9% YoY)🔵 Revenue in the latest report grew by +14% YoY🔵 Record and expanding margins: gross margin rose to 33.4%, and all other margin types are growing as well🔵 Free cash flow reached €797 million for the quarter🔵 No debt issues and a solid moat🔵 Forecasts for the next three years show double-digit growthAll of this points to a great business whose share price seems bound to grow.The current P/E stands at 38.13, while the Forward P/E is 32.71 (which is positive when declining). By classic value investing standards (P/E < 15), it is not cheap, but for an industry leader with annual EBITDA growth of 92.9%, this is a very reasonable valuation.Buying Spotify at current prices can be done through cautious dollar-cost averaging, but a 15–20% correction from current levels would offer an ideal scenario for aggressively building a position.

Yesterday, Spotify (SPOT) released its earnings report. It is another interesting company from a financial standpoint, despite "investors" disliking the report and the stock price falling right now. But the crowd is rarely right 😃Here we have an example of a classic and highly successful business turnaround. For a long time, Spotify was a growth stock with no net profit, but over the last two years, it has transformed into a highly efficient, profitable business with phenomenal cash flows.🔵 Spotify became the first audio platform in the world to reach 300 million premium subscribers (+9% YoY)🔵 Revenue in the latest report grew by +14% YoY🔵 Record and expanding margins: gross margin rose to 33.4%, and all other margin types are growing as well🔵 Free cash flow reached €797 million for the quarter🔵 No debt issues and a solid moat🔵 Forecasts for the next three years show double-digit growthAll of this points to a great business whose share price seems bound to grow.The current P/E stands at 38.13, while the Forward P/E is 32.71 (which is positive when declining). By classic value investing standards (P/E < 15), it is not cheap, but for an industry leader with annual EBITDA growth of 92.9%, this is a very reasonable valuation.Buying Spotify at current prices can be done through cautious dollar-cost averaging, but a 15–20% correction from current levels would offer an ideal scenario for aggressively building a position.

Oil prices are plummeting, the S&P 500 is hitting a new all-time high, and Bitcoin is, as always 🕯U.S. Treasury Secretary Scott Bessent confirmed progress in negotiations with Iran; the Strait of Hormuz may indeed be fully reopened tomorrow.🔴 Brent crude – $80 (↓3.78%)🟢 S&P 500 – 7 674 (↑0.98%)⏺ BTC – $64 012 (↑0.89%)⚠️ Iran continues to demand control over the Strait of Hormuz, along with the right to charge tolls for passage.But if Trump figures out how to spin this as yet another victory and agrees to this concession, then oil will rebound to $70, the fund will continue to rise, and BTC will have a chance for a local rally to $67k.Donald won’t let us down, will he 🇺🇸

AI revenues aren’t growing fast enough to cover the investments 💸The Economist calculated that at the current rate of AI investment, companies would need to generate $2.5 trillion in annual revenue just to break even. That’s more than the combined revenue of the entire tech sector.Right now, the total AI revenue for Anthropic, OpenAI, Google, Microsoft, SpaceX, and Meta sits at around $150 billion.Interestingly, AI usage peaked in mid-2025; since then, the percentage of employees using AI in companies has dropped from 46% to 33%. Rather than an outright abandonment of AI, this data likely reflects a shift toward free models, which are more than enough for the simple tasks most employees face.💬 OpenAI and Anthropic might go public before the end of this year, which means they’ll have to show real AI revenue. And it’s crucial for those figures to look realistic in terms of return on investment.

Tweet volume for Bitcoin and Ethereum is at an all-time low. The last time we saw a lull like this was right before the 2021 bull run.Overall, everything adds up. The only real question is: which crypto projects will actually survive to see it? 😱

💡 Investment idea: a household name, yet undervalued by the market 💻 Microsoft is a diversified tech giant that generates revenue from enterprise software, cloud computing, and hardware. The business is built on three main pillars: 🔵 Microsoft 365 subscriptions…Microsoft is up +25% in just a couple of days. You can see massive volume coming in. Only up from here long-term! 👍

Trump has backed down on Iran once again, canceling new massive strikes because he was urged to do so and promised that the Strait of Hormuz would be opened.This is an almost textbook play on the TACO indicator. Remember us mentioning that Donald would go for de-escalation by the end of July? On July 26, Trump ordered a halt to strikes on Iran, and by August 2, he was already talking about a new peace deal.What convinced Donald:▪️ A 60% probability of a Fed rate hike at the next meeting▪️ 30-year Treasury yields hitting their highest level since 2007▪️ The US Strategic Petroleum Reserve shrinking for 18 consecutive weeks, now at its lowest since 1983▪️ Retail investors setting a record for daily sales of US tech stock – $316MMarkets will definitely love this de-escalation, and Monday is expected to be green, but so far there is no confirmation of real negotiations or moves toward peace. What we are seeing now is Donald manipulating market sentiment to keep the US economic situation afloat.And manipulation can reverse at any moment, triggering wild volatility. For instance, if Iran hits US tankers or military bases again, Donald will be forced to respond 😱

Spent yesterday evening digging into the topic of uranium for potential investment 📈. After all, if we're facing a colossal demand for data centers, both for 🤖 and for storing our files in the cloud in general, we’re going to need more and more energy. 🚀…☢️ Following up on the uranium sector post. For now, I’ve singled out the URA ETF (uranium miners + reactor & component manufacturers). It’s currently in a 36% correction 📉 – not interesting yet, I’m waiting for a 50–65% dip.🔹 There’s also the URNM ETF (pure-play mining and physical uranium). It’s down 40%, still not attractive enough. Needs to drop further, especially since it’s purely a bet on physical uranium itself, so who knows how it’ll perform isolated from the broader industry.🔹 The Company – Cameco. It holds the largest allocation in both URA and URNM portfolios (up to 20–24%). This is the fundamental backbone of the entire Western uranium industry... Currently in a 30% correction. Still waiting.🔹 MicroreactorsThe whole microreactor narrative requires a deeper dive and honestly feels like hype right now. Even though companies like OKLO (microreactors) have dumped hard, they have zero earnings – it’s a pure speculative bet on placing reactors near data centers 🖥️So for now, we wait for a better entry point, plus we’ll need to check the overall market macro context later on.What do you guys think about the microreactor play? Sounds promising or nah? 🕑

A prompt that teaches AI to generate crypto trading signals. It automatically finds and evaluates top gainers and losers, then builds a risk-adjusted trading plan 🤩What it does:• Identifies top gainers and losers within the CoinMarketCap top 100• Performs technical and fundamental analysis• Evaluates news catalysts and risk levels• Delivers actionable trading recommendationsThe prompt:You are a crypto market analyst and short-term trader. Use live data.SELECTIONReview CoinMarketCap ranks 1–100. Ignore ads, promoted rows, stablecoins and wrapped assets. Select exactly six coins: the three largest 24h gains and three largest losses. Preserve CMC percentages; state retrieval date, time and zone.If the full top 100 cannot be verified, stop. Never guess.EXCHANGE PRIORITYFor each coin, use the first active spot market:Binance TOKEN/USDTBybit TOKEN/USDTCoinbase TOKEN/USDCoinbase TOKEN/USDCUse one exchange/pair per coin. Never mix exchanges.DATA FALLBACKUse sources in order:Public exchange APIOfficial exchange chart/pageTradingView for the same exchange and pairMark unavailable metrics N/A and continue. Missing indicators, order-book or derivatives data must not cancel the analysis.Minimum data for a forecast:current price;recent 4H and 1D price history;24h volume or reliable volume proxy;visible local highs and lows.If this minimum exists, you must provide trend, support, resistance, verdict, entry confirmation, invalidation and targets.If it does not, keep the coin, research its catalyst and state:“Forecast unavailable: insufficient market data for technical analysis”.If fewer than four coins receive a forecast, stop: market-data coverage was insufficient. Do not publish a catalyst-only report.CATALYSTSPrioritize 24–72 hours; expand to 30 days only for relevant events.Check official sources first, then reputable media and reliable on-chain sources.Verify token identity/date. Label claims CONFIRMED FACT, REASONABLE INFERENCE or UNSUPPORTED SPECULATION.If no credible catalyst exists, say so. Never invent reasons or present correlation as causation.TRADING ANALYSISFor every supported coin assess:price, 24h/7d/30d performance and CMC market cap;24h volume, volatility, 4H and 1D trend;key support and resistance;RSI(14), MACD(12,26,9), EMA20/50/200 when available;spread and ±1% order-book liquidity when available;open interest, funding and liquidations only with a reliable perpetual market.Use closed candles. Distinguish rebounds/short squeezes from fundamental improvement.Assign BUY, SELL/REDUCE or WATCH.Give scenarios for 2–3 days, 1–2 weeks and up to 1 month.Include logic, entry confirmation, invalidation/stop, targets, holder action, new-buyer action and key risks.Do not chase a vertical pump. Flag liquidity, volatility, concentration, unlock and manipulation risks.RISK CHECKCheck today, the next 72 hours and next month for Fed/FOMC, CPI, PCE, payrolls, major rulings, large unlocks, exchange events and security incidents.End with:TRADE-TODAY RISK WARNINGIf an event is imminent, give exact date/time/zone, explain risk and say whether to avoid new positions or reduce size. Otherwise say none is imminent.OUTPUT IN RUSSIANSnapshot: coin, ticker, rank, 24h change, gainer/loser, exchange and pair.Compact section per coin: catalyst, setup, horizon verdicts, entry, invalidation, targets, holder/new-buyer action and risks.Best risk/reward candidate, highest-risk coin and final warning.Use exact dates and working links. Separate facts from inferences. Recommendations are conditional. Be concise.Recommendations:🔵 You can customize the prompt by tweaking asset selection logic, exchanges, and other parameters.🔵 The prompt saves time on research and analysis, but do not follow its recommendations blindly. Use it strictly as a framework for your own analysis and trading decisions.Save and test it out 👍

China accounts for 28% of global manufacturing – a 3-fold growth since 2004 😉For comparison:▪️ USA – 17%▪️ Eurozone – 15%▪️ Japan – 5%And now China has learned to produce lithography machines for chip manufacturing.Since 2022, the US has shown great dynamics: the policy of bringing manufacturing back home and financial pressure on Beijing worked. In response, China is narrowing the tech gap and preparing for round two of the standoff 😤

📺 Just a quick reminder about Netflix (NFLX)Margins are growing, revenue is growing, cash is growing, free cash flow is growing, and there are no massive debts threatening the business. People simply aren't going to stop watching movies and shows.The company’s fundamentals are rock solid. We saw a similar sell-off back in 2022 when everyone was terrified as well 😱. Back then, it pulled back 70% from its peak; right now, it’s down about 50%. However, there's no guarantee it will drop any further, which is why I’ve already built a position in this stock 📹AI isn't ready to generate full-fledged TV series just yet. Doing that would require so many resources over the next few years that, for now, it's still way cheaper and easier to just shoot them in a studio.

Spent yesterday evening digging into the topic of uranium for potential investment 📈. After all, if we're facing a colossal demand for data centers, both for 🤖 and for storing our files in the cloud in general, we’re going to need more and more energy. 🚀 In reality, uranium is facing a much tighter supply deficit than oil. All past surplus inventories, such as Soviet warheads under the "Megatons to Megawatts" program and excess stockpiles following the Fukushima disaster, have been completely exhausted. Building a new uranium mine in Western countries takes anywhere from 5 to 10 years.There are currently 70 new large-scale reactors under construction globally, 39 of which are in China. In the US, zero large reactors are being built due to sky-high costs and chronic construction delays.Small Modular Reactors (SMRs) 💡Data centers trained on AI models require uninterrupted 24/7 power, something solar and wind farms simply cannot deliver on their own. Big Tech (Microsoft, Amazon, Google, Nvidia) is actively entering into direct power purchase agreements (PPAs) with nuclear operators.There is a growing view that the future of US nuclear energy lies in small modular reactors (SMRs) and microreactors (like the project by Oklo), which can be placed right next to power-hungry AI data centers, bypassing the fragile and overburdened power grid.It sounds awesome 😎, but for now, these companies are still in the licensing stage with the US Nuclear Regulatory Commission (NRC). Their mass commercial rollout won't begin until closer to 2028–2030.Should we break down the uranium sector in detail? 👍

The best time to buy BTC is during the US midterm elections 💸The final bear market dump in every cycle occurs right before the autumn midterm Congressional elections, this year, they take place on November 3.

🤑 6 hours until the Fed interest rate decision. This year, BTC has dropped after every rate meeting.💥 Iran launched a ballistic missile attack on a US base in Jordan. Counterstrikes against Iran—much like Trump's threatening posts—are unlikely before the Fed meeting, so Kevin Warsh isn't tempted to hike rates. The current probability of a rate hike sits at 29%.🔽 South Korea's stock market fell another 8% and is now down 35% from its peak. The sell-off was triggered by SK Hynix's revenue report, which came in below estimates, its stock tumbled 10% and is trading 52% below its peak.It makes sense to stay out of the market today to avoid getting caught in the volatility during Kevin Warsh's press conference.P.S. Two years ago, Durov was strongly urged to return under Russian protection. If he had listened, he could be facing a life sentence right now 🥷

Nvidia’s money loop threatens AI 👆Yesterday, Nvidia dropped 5% – down 17% from its peak. This happened following reports of a new $500B deal with SK Hynix and talks of a $250B investment in OpenAI.How it works:🔵 Nvidia produces and sells chips🔵 Nvidia invests money into chip buyers🔵 OpenAI and other AI companies buy chipsAlmost every chip sale is immediately recognized as revenue at the time of sale, even if the purchase itself is financed by Nvidia 👀Investors see surging demand and record revenue, unaware of how much of that amount the company effectively paid to itself – a money loop.Jensen Huang calls this story ridiculous, while the bear Michael Burry bets against the semiconductor industry, expecting the system to break.💬 Tension and high volatility in the semiconductor sector may persist until August 26, when Nvidia calms everyone down again with another record earnings report.

💸 Calculated: In just 1.5 years of his second presidential term, Trump has earned more than in the previous 60 years. And that’s despite him turning down the presidential salary.🕊 Brent crude is at $86 – down 15% since the US stopped strikes on Iran. BTC is back above $65k, and S&P 500 futures are up 0.8%. Markets aren't expecting a new peace deal just yet, but they are pricing in a prolonged de-escalation.It’s going to be an interesting week:🔵 Wednesday – Fed rate decision, Microsoft and Meta earnings🔵 Thursday – US PCE inflation data, Apple and Amazon earningsWhat's the vibe for the new week? Share in the comments 👇

Bank of America's Bull & Bear Indicator rose to 9.6 points – the highest level since December 2020:🟢 A record 54% do not believe in a global recession, with only 2% predicting a hard landing🟢 Investment allocation in US equities was increased to its highest level since December 2024🟢 82% of investors are betting on the continued rally in semiconductors. Even those who took profits on Big Tech in July are now not willing to risk shorting the market🟢 61% of respondents believe major cloud providers will not cut capex before the end of the year🟢 83% do not expect the Fed to raise rates before the US autumn elections🔴 45% view an AI bubble as the main risk💬 In the market, it's often tempting to go against the crowd and hit the jackpot, but you should never fight the trend. And for now, the trend remains intact, even if it won't be a straight line up.

This map explains the surge in oil prices 📦

Data centers in the US are projected to consume 20% of all electricity by 2035, up from 5.9% currentlyAs I mentioned earlier, the main bottleneck won't be the chips themselves, but basic transformers and everything related to powering our "casino."After dozens of hours of analysis, I've selected a few companies that look like top contenders in this space: strong contracts, solid financials, and long-term leaders in their sector 💡• Eaton Corporation (ETN) – a multinational giant in smart power management. The company produces highly complex electrical equipment: transformers, switchboards, uninterruptible power supply (UPS) systems, circuit breakers, as well as components for hydraulics and the aerospace industry.• Powell Industries (POWL) – a manufacturer of complex, custom electrical equipment: switchgear, motor control centers, and modular Power Control Rooms (PCRs) for heavy industry, energy, and data centers.• GE Vernova – the former energy division of the legendary General Electric, which spun off into an independent company in 2024. They are a global powerhouse in the energy sector.• Vistra Corp (VST) – an integrated energy company and the largest independent power producer (IPP) in the US.� Right now, they have already surged and look significantly overbought due to their vertical growth. They are on my watchlist and I'm waiting for a pullback before entering.P.S. Investing in electricity is a bet on a structural deficit that cannot be fixed overnight. It serves as an energy hedge in an AI portfolio.

Bitcoin has never dropped below its Balanced Price. Right now, that’s $38 382 🕯Hit 👍 if you're ready to go all-in if the price dips below $40k!