Key Events | Oct19-Oct23 MONDAY, OCT 19 Canada’s September CPI, 5:30 AM PT. CME plans to launch BCH and UNI futures, pending regulatory approval. TUESDAY, OCT 20 U.S. housing data: September housing starts and building permits at 5:30 AM; pending home sales at 7:00 AM. Key earnings include $NFLX, $GE and $GM. WEDNESDAY, OCT 21 $META and $TSLA earnings are the week’s main corporate events. Crypto markets will also watch Solana’s Alpenglow upgrade and the AERO/VELO merger. THURSDAY, OCT 22 U.S. initial jobless claims, 5:30 AM PT. Key earnings include $PG, $HON, $SPOT and $LMT. FRIDAY, OCT 23 U.S. October flash manufacturing and services PMIs, 6:45 AM PT, followed by the final University of Michigan consumer sentiment reading at 7:00 AM.

Key events | Oct 12–16 PT Mon, Oct 12 Evernorth ($XRPN) is expected to begin trading on Nasdaq. Upbit also ends trading support for RVN. Tue, Oct 13 JPMorgan ($JPM), Goldman Sachs ($GS), and Citi ($C) report earnings. Kalshi may end its liquidity incentive program. Wed, Oct 14 The U.S. September CPI takes center stage. Bank of America ($BAC), Morgan Stanley ($MS), and ASML ($ASML) report. Anthropic is also scheduled to meet with potential investors. Thu, Oct 15 U.S. retail sales, PPI, and jobless claims are due. TSMC ($TSM) holds its Q3 earnings conference. Fri, Oct 16 Fed Chair Warsh is scheduled to speak at the IMF–World Bank meetings.

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Serenity @aleabitoreddit has been digging into Korea’s AI supply chain. But some of the most interesting names may simply be too small to talk about publicly. I went down the rabbit hole and found 7: $90M–$1.9B market caps. HBM. Photonics. Testing. Materials. Some are already on his radar. Others fit the same supply-chain thesis. Here’s the map 🧵👇 First, the names Serenity has actually touched: 🔥 $138080 OE Solutions — ~$0.25B Photonics / EML / CW Laser 800G/1.6T, EML and CW lasers → direct exposure to AI data center optics and CPO. → Serenity disclosed a position. 🔥 $093370 Foosung — ~$1.05B WF₆ / Specialty Gas WF₆ is critical for tungsten deposition. The thesis: memory expansion + potential supply constraints = bottleneck exposure. → Direct Serenity research; no position disclosed. 🔵 $322310 AUROS — ~$0.09B HBM / Advanced Packaging Metrology Hybrid bonding requires increasingly precise overlay control as packaging complexity rises. → Serenity previously owned it, then reduced exposure as hybrid-bonding timelines slipped. Then there are the names further down the same supply-chain rabbit hole: 🟡 $104830 Wonik Materials — ~$0.30B Specialty Gases Samsung + SK Hynix supplier. Advanced DRAM/NAND → higher specialty-gas consumption. 🟡 $089030 Techwing — ~$1.29B HBM Testing HBM Cube Prober exposure. More stacked layers → greater testing complexity + higher yield-control value. 🟡 $357780 Soulbrain — ~$1.89B Semiconductor Chemicals High-purity etching and cleaning chemicals. More complex memory processes → greater material intensity per wafer. ⚪ $317330 Duksan Techopia — ~$0.19B Semiconductor Precursors HCDS, SiCl₄ and other deposition materials tied to DRAM/NAND capex. The real hunt isn’t for “the next SK Hynix.” It’s one layer deeper: AI → HBM → Advanced Packaging → Testing → Materials → Photonics Then look for the intersection of: Small Market Cap × AI Revenue Inflection × Supply Bottleneck The best picks-and-shovels businesses often sell something that represents only a tiny fraction of the final chip’s cost. But if that component becomes scarce, billions of dollars of downstream capacity can get held up. That’s what makes Korea’s AI semiconductor small-cap supply chain worth digging into. 🔥 Direct — explicitly researched / owned 🔵 Weakened — researched, but thesis weakened 🟡 Thematic — closely aligned with the research thesis ⚪ Candidate — supply-chain extension

BREAKING: Michael Burry is shorting the AI boom. His $NVDA + $PLTR puts once topped $1B in notional exposure. And his shorts now span the AI stack. The bet? Depreciation. Debt. Overcapacity. Here’s Burry’s AI Big Short — and what he thinks breaks first. 🧵

The U.S. government may have made one of the best trades of the decade. In 2025, it invested $8.9B in $INTC at $20.47/share. Sep. 21 close: $121.78 That’s roughly: +495% price appreciation ~$43.9B theoretical gain But Intel wasn’t the only strategic investment. I followed the government money. Here’s where it went next 👇

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SEC Innovation Exemption Bags The SEC’s Innovation Exemption opens a regulatory pathway for tokenized U.S. equities to enter onchain market structures. Following the stack from Tokenization → Exchange → Settlement → Oracle → Liquidity → Credit, here are 7 stocks + 13 crypto assets on my watchlist. Data as of Sep. 21, 2026, 17:00 UTC+8. Performance is measured from Sep. 17, the day the Innovation Exemption was issued. STOCKS LIST $SECZ | Tokenization / RWA | +21.6% Securitize. One of the most direct tokenization infrastructure plays on this list, focused on bringing traditional securities onchain. $COIN | Exchange / Infrastructure | +11.7% Coinbase. Trading, custody and institutional infrastructure — with a potential long-term evolution from a crypto exchange into an Onchain Capital Markets Gateway. $HOOD | Retail Distribution | +9.1% Robinhood. A unified retail gateway for stocks, options and crypto, making it a natural distribution-layer exposure to TradFi → Onchain. $BLSH | Crypto Exchange | +9.8% Bullish. Institutional crypto trading infrastructure, with exposure to growing institutional trading and liquidity demand across digital markets. $CRCL | Stablecoin | +7.9% Circle. The USDC issuer. Its key exposure isn't tokenized stocks themselves, but the potential growth of Onchain Dollar Settlement infrastructure. $MSTR | Crypto Treasury | +16.4% Strategy. Less about tokenization infrastructure and more about regulatory clarity → institutional adoption → BTC demand. Think Crypto Asset Beta. $BMNR | Crypto Treasury | +8.7% BitMine. ETH treasury exposure and a second-order proxy for Ethereum's role as a programmable settlement layer. CRYPTO LIST $BTC | Monetary Asset | +6.3% Less directly tied to tokenized equities, but a major proxy for broader Institutional Crypto Adoption as U.S. regulatory clarity improves. $ETH | Settlement | +9.0% The programmable settlement layer for smart contracts, tokenized assets and stablecoins — core infrastructure for the Onchain Capital Markets thesis. $SOL | Execution | +11.6% High-throughput, low-cost execution infrastructure with natural exposure to high-performance onchain financial markets. $LINK | Oracle | +12.0% The data and interoperability layer connecting TradFi with blockchains. Tokenized equities still need prices, corporate actions and real-world data delivered onchain. solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 | Oracle / Market Data | +8.9% Real-time financial market data infrastructure, mapping directly to the growing demand for low-latency price feeds in onchain markets. $UNI | AMM / Liquidity | +32.3% One of the most interesting structural proxies. The SEC framework explicitly brings permissioned AMMs / liquidity pools into the tokenized-securities experiment. solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R | AMM / Solana | +13.3% Solana-native liquidity infrastructure. If more financial assets migrate to Solana, liquidity venues become a critical part of the stack. solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN | Aggregator / Trading | +24.8% A major Solana trading and liquidity aggregation layer — essentially an Onchain Liquidity Aggregation play. $AAVE | Credit | +15.6% A second-order beneficiary of tokenized-asset financialization: Assets → Collateral → Lending → Onchain Credit ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 | RWA / Tokenization | +14.7% One of the clearest crypto-native RWA exposures, mapping directly to the long-term migration of traditional financial assets onchain. $BP | Exchange / Distribution | +66.2% The Backpack ecosystem token, representing crypto-native exchange, wallet and distribution infrastructure. $AVAX | Blockchain Infrastructure | +46.6% Institutional / RWA blockchain infrastructure, with exposure to customized execution environments for bringing financial assets onchain. $ARB | Scaling / L2 | +27.6% Ethereum scaling exposure. If more financial activity settles within the Ethereum ecosystem, L2s can provide the lower-cost execution layer. From Sep. 17 → Sep. 21, the strongest performers on this watchlist were: $BP +66.2% $AVAX +46.6% $UNI +32.3% $ARB +27.6% solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN +24.8% $SECZ +21.6% One important distinction: Performance after the Innovation Exemption ≠ performance caused by the Innovation Exemption. Four days is far too short to establish causality, especially with the broader crypto market moving at the same time. What matters more is the infrastructure underneath this watchlist: Tokenization → Distribution → Settlement → Execution → Oracle → Liquidity → Credit If traditional securities increasingly become programmable onchain assets, these are the layers that need to be rebuilt — and potentially repriced. I’ll keep tracking this watchlist as the Onchain Capital Markets thesis develops. “Exposure” refers to our industry-chain mapping, not SEC endorsement of any company, protocol or token. Not investment advice.

The SEC just opened the door to putting the U.S. stock market onchain. And I don't think the market fully understands what happened. On Sept. 17, the SEC issued its “Innovation Exemption.” For the first time, eligible tokenized U.S. stocks can trade onchain through: → Public blockchains → Smart contracts → Permissioned AMMs → Liquidity pools This is not another “crypto-friendly” headline. It is the beginning of an experiment to rebuild parts of U.S. capital market infrastructure onchain. At GoBull Research, we went through the SEC documents. Here’s what changed — and the stocks + crypto assets most exposed to it 🧵

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