🚀 $HYPE just did 3.7x since our December call. Called it at $24.31 on 12/17/25. It's printing north of $90 today, and the thesis held every step. The breakdown 👇 • Entry: $24.31 on 12/17/25 • Now: $90.79 up 273% • Supply: the 37M burn tightened float exactly as flagged. • Moat: $1B annualized buybacks still funding the bid. • Target: Cantor's $200 is now 2.2x away, not 8x. Conviction at support beats chasing all time highs. The December dip was the whole trade. Still holding, or did you trim on the way up? Long $HYPE . NFA | DYOR

🎙️ $AVGO CEO Hock Tan just answered the AI slowdown question. Amodei's essay knocked $AVGO down 4.8% Today. Cramer asked if it changes the forecast. •Tan: "No, not in the least" •FY27 $115B, FY28 $230B, both unchanged. The customer calling for a slowdown is still placing the orders. Must Watch Interview 👇

🚨 The odds say this bill is dead. Coinbase's CEO doesn't. Brian Armstrong: "pretty optimistic" CLARITY clears 60 votes at 2:15pm ET today. The breakdown 👇 • Today's vote: cloture to proceed, not final passage. • At stake for $COIN: $1.35B/yr USDC rewards revenue. •His pitch: stablecoin rewards, community Bank USDC rails, $BTC as digital gold $COIN +10% into it, the market is paying up for a bill the odds say fails. I Long $COIN. Must Watch Interview 👇

🚨 Elon just floated the sharpest AI safety idea yet. Stop letting frontier labs grade their own homework. The breakdown 👇 • The pitch: labs run adversarial tests on each other's models. • The harness: open sourced, so results are public and checkable. • The teeth: ship past a rival's warning, product liability does the rest. • The speed: a market incentive, not a UN committee, starts in weeks. • The catch: dead unless China lives with the same rule. Routes AI risk through courts and balance sheets, not treaties. Must Watch Video 👇

📉 AI stocks are bleeding. Bitcoin isn't. A 3,800 word essay from Anthropic's CEO is hitting the entire AI trade premarket. Crypto shrugged. The breakdown 👇 • Trigger: Amodei's "We Must Pace the Frontier," pub. Sat. • Nasdaq 100 futures: -1.65% since midnight UTC. • $BTC: $78,000, +1.9% over the same window. • Altman and Musk both publicly agreed within a day. • $BTC open interest: $24.8B, +2.07% • Deribit Sept basis: 5.5% vs 3.50-3.75% fed funds Crypto traded as high beta tech all year. Today it didn't. Real decoupling, or a one day correlation break? Long ETH, SOL, COIN, NBIS, IREN. NFA

📅 Next Friday is Quad Witching. Sept 18. Four derivative classes expire at once. The breakdown 👇 • Date: Fri Sept 18, third Friday • Volume: typically 2-3x normal • SPX daily range: widens 7% • Avg return: 0.72% below normal • Sept 2023 witching: S&P -1.22% Now stack it: FOMC decides Sept 16. Witching lands 48 hours later. Why it matters: witching isn't directional. It's mechanical - dealers rolling and hedging into a narrow window. But it hits a tape that just absorbed a Fed decision. Thin liquidity, fresh catalyst, forced flows. Same week.

🚨 The Fed is about to hike. Rate hike odds jumped to 85-90% after Friday's CPI, and almost nobody is positioned for a tightening cycle. The breakdown 👇 • Core CPI: +0.3% m/m vs +0.2% est. • 1 yr inflation expectations: 4.6% • Michigan sentiment: 47.8, a miss • Brent: $104, +8% on the week • 10 yr yield: brushed 5% Friday • Dow: worst week since March • FOMC: Sep 15-16, Warsh presser Why it matters: 25bp is priced in. Whether this is one hike or the start of a cycle is not. One hike, or the start of a cycle? Long equities & crypto NFA

$TRXS A staked crypto ETF starts trading today. Canary Capital's Staked Tron ETF lists on Cboe this morning under the ticker $TRXS. The breakdown 👇 • Listing: $TRXS on Cboe, live today Sep 9. • Structure: staked TRON exposure inside an ETF wrapper. • Confirmed by: Bloomberg ETF analyst James Seyffart. • Flow backdrop: of 12 ETF providers tracked Sep 8, only XRP and HBAR saw inflows. • Those inflows: $1.55M into XRP, $431K into HBAR. Staking inside a regulated wrapper is the real story. Access keeps widening even in a week when nearly every crypto product bled.

$MRVL Matt Murphy just told Cramer he's running "the Switzerland of this entire market. We work with everybody." Guides since December: • FY this year: $10B to $12B • FY next year: $13.5B to $18B • Data center: $2B in 2023 to $15B+ next year. Oct 6 Investor Day is the next marker. Must Watch 👇

🔓 NOTABLE TOKEN UNLOCK WATCH: Sep 6–12 Nearly all of this week’s supply lands on one day, in one token. The breakdown 👇 • $HYPE (Sep 6): 9.92M tokens, $797M, 2.37% of released supply, all to core contributors. • $APT (Sep 12): 14.36M tokens, $8M, community allocation. • $PUMP (Sep 12): its largest release of the month, 1.3% of market cap. • $RAIN (ongoing): linear drip, $569M across the 30 day window, 6.35% of circulating supply. The caveat that matters: Tokenomist data shows $HYPE has historically claimed far fewer tokens than projected, which softened past unlocks. Nominal ≠ sold. Does the $HYPE cliff actually move price this time?

📊 Notable Earnings Week: Sep 7 - 11 Oracle’s $638B backlog gets tested Thursday night. The breakdown 👇 • $ORCL: Thu 9/10, AMC •Adj. EPS: $1.72 vs $1.47 LY •Revenue: $19.13B, +28% YoY •RPO: $638B last quarter •Setup: $157, -25% YTD, 10% implied Also this week: • $ADBE — Thu AMC, $6.08 est, AI overhang. • $AVAV — Wed AMC, defense drone backlog. • $GME — Tue AMC, the cash pile is the story. • $KR — Fri BMO, reports right into CPI Monday closed for Labor Day. PPI Thursday, CPI Friday. Oracle is the cleanest read on whether AI backlogs convert to revenue. ORCL’s backlog or Friday’s CPI, which one are you trading?

$PANW | Nine months ago the market had $PANW “guilty and convicted of near death” AI was going to eat cyber’s lunch, breakfast and dinner. Tonight Arora told Cramer how that aged: “It seems like we’re going to have to have the feast with them.” He named the turn: Mythos. $1T of security debt built 7–10 years ago was never designed for attacks at machine speed. Q4: NGS ARR $9.10B, +63%. ~$970M net new in one quarter. Must Watch Full interview 👇

🚨 Bitcoin ignored a war headline. US struck Iranian launchers Sunday. Oil ripped, stocks fell, $BTC barely moved. The breakdown 👇 •$BTC: holding just above $78,300 •Brent: above $90/bbl, WTI near $86 •Futures: Dow -64 pts, S&P -0.1% •The strike: US hit rocket launchers on Iran’s Larak Island prepping to mine the Strait of Hormuz. •Response: Iranian state media reports attacks on US bases in Jordan. •Context: Brent swung nearly $17 across August alone. ⚠️ Developing, strike details via CENTCOM, retaliation claims via Iranian state media. For a year $BTC traded like a leveraged Nasdaq proxy. Today it didn’t. Real decoupling, or a thin end-of-month tape?

📊 The crypto ETF flows just split. Bitcoin funds snapped a nine day inflow streak. Ethereum funds extended a ten day one. The breakdown 👇 •Spot $BTC ETFs: -$201.9M on Aug 28 •Spot $ETH ETFs: inflows for a 10th straight session. •Solana products: also took in fresh capital. •August context: $924.5M for the Aug 24–28 week, over $3B for the month, strongest of 2026. •Price: $BTC just over $78,300 after tagging $81,455; $ETH near $2,450 One outflow day doesn’t break a trend. But rotation inside crypto looks nothing like an exit from it. Rotation or de risking, what are you seeing?

🚨 $PONS: $0.003 to $0.34 in six weeks. A Robinhood Chain launchpad token just cracked a $230M market cap, with real revenue behind it. The breakdown 👇 •Market cap: $230M, top 150 by cap •Price: $0.3245, +13.7% 24H, +314% 7D. •ATH: $0.3971, set Aug 30 •Revenue: $550K/day; $20.9M to creators in 47 days. •Burned: 288M of 1B supply; 80% of fees fund buybacks. •Volume: $3B+ all time, 11% of all Robinhood Chain DEX flow. Fee revenue routes into burns, so price tracks actual platform usage, rare for a two month old token. ⚠️ Uniswap’s Pools.trade now runs 50% of launchpad volume on the chain. Real fee machine, or launchpad war casualty?

📉 Jensen Huang just explained the margin reset to Liz Claman. $NVDA traded 2 points of margin for its biggest growth guide ever. •FY28 revenue: +70% vs 44% Street consensus. •Gross margin: 75% → 72–73%. •Constraint: memory and skilled labor, not demand. First Full-Year Guide in company history. Full interview 👇

Salesforce + Anthropic launched Claudeforce. Dario Amodei on the “SaaS apocalypse” fears: “We’re not interested in destroying anyone.” Positive-sum. 1+1=3. Watch 👇

$NVDA CEO Jensen Huang just ripped the band aid off. Absorbed the cost increases. Repriced the product. Reset gross margin expectations, all in one sitting. 72–73% next year. Anxiety off the table. Worth The Watch 👇

🔓 NOTABLE TOKEN UNLOCK WATCH Aug 24-28 $45M unlocking Aug 24–28 across WLD, JUP, GRASS, PORTAL, ALT, BLAST The breakdown 👇 •WLD (Aug 24): $17.1M unlock 1% of total supply, largest WLD unlock this year. •JUP (Aug 26): $11.8M cliff to Foundation/Jupuary allocations. •ALT (Aug 26): $2.4M | BLAST (Aug 26): $3.1M same day cliffs. •GRASS (Aug 28): $4.4M unlock. •PORTAL (Aug 28): $2.1M unlock. Why it matters: cliff unlocks front load sell pressure in the 48hrs around release, worth watching if you’re positioned in any of these names. Position: long JUP.

$SOL | Solana’s quietly rolling out one of its biggest infra upgrades this year. Agave 4.2: storage costs down 90%, transaction capacity up 3.3x. The breakdown 👇 •Storage cost: 90% cheaper ($0.16 to $0.016) •TX size limit: 3.3x larger (4,096 bytes) •Slot times: staged cuts toward 200ms •Next up: Alpenglow, targeting 150ms finality Cheaper storage + bigger TXs = real headroom for DeFi and DEX activity, not just a price story. Holding $SOL. NFA.