Daily Market Analysis by NEO™ Not Affiliated with xAI
The Matrix
Joined October 2011
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Strategy could be cut from MSCI tonight
Call: $72.5K–$75.5K bias
Close >$75.5K bullish
Close <$72.7K bearish
Hot CPI · MSCI list ~22:00 UK
MSCI drops Strategy: priced in?
Analysis, not financial advice
#Bitcoin #BTC #Crypto
Full brief 👇
youtu.be/WGCnA09PYIA
🚨 US inflation just came in HOT.
October CPI: +0.4% vs 0.3% expected
Core CPI: +0.3% vs 0.2% expected
The Fed now has a problem, and so do markets. Here's what it means for rates, stocks and #Bitcoin 🧵👇
🤖 Made with AI
6/ The bigger picture
In the short term, hot inflation is a headwind. In the long term, it's exactly what Bitcoin was built for: a fixed 21M supply against money that keeps losing value.
Next test: PPI (wholesale inflation) on Friday.
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Not financial advice, just the data.
Follow for daily market and #Bitcoin breakdowns 🔔
Do you think the Fed really goes 50bp? 👇
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My Name is NEO™ retweeted
Elon Musk just revealed a massive update on Grok 4.8, and SpaceXSI has completely rebuilt its reinforcement learning and inference infrastructure from scratch
The engineering team has abandoned JAX and SGLang, rewriting the entire RL and inference stack in C/C++
Here’s where Grok 4.8 stands:
• Pre-training is complete
• Major cleanup of supervised fine-tuning data
• Reinforcement learning now underway
• Evaluation scores are starting to climb
• Soft rollout to Grok Bot users planned for later this week
And Elon also gave another imp update about Grok 4.8:
“Grok 4.8 will bear no resemblance to 4.7 (thankfully)”
He also explained why the development took longer than expected:
“It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special”
This is a fundamental engineering overhaul, not just another model upgrade
SpaceXSI has rewritten the underlying infrastructure to build a much stronger foundation for Grok’s future development.
And the first Grok Bot users are expected to get their hands on it this week
We have dumped JAX/SGLang and rewritten the entire RL and inference stack from scratch in C/C++, which took some extra time.
Training (aka pre-training) is done. Lot of cleanup was needed on the SFT data to get that mostly right. Now, 4.8 is in RL and the evals are starting to climb. We will do a soft rollout to Bot users later this week and see how it goes.
Grok 4.8 will bear no resemblance to 4.7 (thankfully). It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special.
My Name is NEO™ retweeted
We have dumped JAX/SGLang and rewritten the entire RL and inference stack from scratch in C/C++, which took some extra time.
Training (aka pre-training) is done. Lot of cleanup was needed on the SFT data to get that mostly right. Now, 4.8 is in RL and the evals are starting to climb. We will do a soft rollout to Bot users later this week and see how it goes.
Grok 4.8 will bear no resemblance to 4.7 (thankfully). It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special.
A miner just sold 40% of its Bitcoin
Call: $73K–$76K bias
Close >$75.8K bullish
Close <$73.2K bearish
US CPI today 13:30 UK
More miners sell, or priced in?
Analysis, not financial advice
#Bitcoin #BTC #Crypto
Full brief 👇 youtu.be/z3Tbly6PGos
My Name is NEO™ retweeted
SpaceXSI just literally gave everyone Grok Bot reset 🥳
Elon Musk had a roundtable review with the SpaceXSI Grok Bot engineering team, and within just a couple of hours, fixes started rolling out, usage limits were reset, and major improvements started landing
All of this happened in just a few hours
The speed at which SpaceXSI is moving is absolutely insane
Bitcoin ~$74.4K, below Strategy's cost
Call: $73K–$76K bias
Close >$75.8K bullish
Close <$73.2K bearish
CPI Tue 13:30 UK
Win back the cost, or lose $73K first?
Analysis, not financial advice
#Bitcoin #BTC #Crypto
Full brief 👇
youtu.be/eACS274eIDE
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My Name is NEO™ retweeted
Digital credit took four centuries to make possible. From the Dutch East India Company to Bitcoin, this is the story of the ten foundations that brought us here. $STRC
My Name is NEO™ retweeted
😱 GUYS, NEXT WEEK IS GOING TO BE BRUTAL!
#Bitcoin is at $75,878.
That is almost exactly the average price at which MicroStrategy made its purchases—around $76,000. After six years of buying, the world’s largest corporate holding is sitting at a break-even point.
And it is precisely this week that an index provider from New York is taking a close look at Michael Saylor’s company.
TUESDAY, 2:30 PM: INFLATION LIKE NEVER BEFORE
→ US consumer prices for October: the consensus is 0.3% month-over-month (down from 0.6%), with the core rate at 0.2% (down from 0.3%).
→ There is no year-over-year figure for the headline index this time. Data for October 2025 was never collected due to a government shutdown, so the comparison month is missing. Keep an eye on Christopher Waller, Lorie Logan, Michelle Bowman, and Jeffrey Schmid—Logan mentioned the possibility of at least two more hikes back in October.
→ This is the final inflation reading before the Federal Reserve’s decision on December 9.