Crypto | Equities | Macro Charts, trades & market takes. Contributor @BlockhavenHQ Markets by day. Tequila by night.
Joined February 2019
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Trade Alts retweeted
Visa (NYSE: V) is a great business. But is it a great investment at this price?
Our $365.04 reference value sits below the November 12 close of $420.31, yet we rate it 3/5 BALANCED.
Much of the gap comes down to two judgments: required returns and how quickly growth fades.
blockhaven.substack.com/p/vi…
ALT Blockhaven Research Deep Dive chart, V, published 11-09-2026. Where the price sits against the three cases. Downside case: $237.26; Reference case: $365.04; Upside case: $462.33. The dashed line is the historical November 9, 2026 settled close of $422.16; the valuation close of 11-02-2026 was $425.51 and is not drawn. The November 12, 2026 settled close of $420.31 is later than the chart and is not shown on it.
Trade Alts retweeted
BREAKING: The US ran a $404 billion deficit in October, the biggest October on record.
That's up 42% from $284B a year ago. Spending jumped to $773B while revenue fell to $369B, with customs receipts down to $19B from $31B.
via @USTreasury
Trade Alts retweeted
$META grew revenue 26% last quarter. Now it plans to spend $135–145B on capex this year, including finance-lease principal.
We initiated coverage at 2/5 CAUTIOUS.
The question: What will all that capital earn? 🧵
Trade Alts retweeted
$662. On the record November 2.
On November 5, $MU traded below our published reference value.
Our 2/5 CAUTIOUS rating used the October 30 close of $884.74.
The research was public before today's selloff. Read the original below.
Trade Alts retweeted
1/ Micron made $133.2bn of revenue in fiscal 2026, up from $37.4bn, with a fourth-quarter gross margin of 86.8%. At the 10-30-2026 close of $884.74 it was worth $1.001 trillion. How much of that boom is permanent?
Trade Alts retweeted
Bitcoin's white paper turned 18 today.
Oct 31, 2008: a 9-page PDF from Satoshi Nakamoto.
Today: 20.1M BTC mined, 95.7% of the 21M cap.
At about $77K, that's a $1.56T network.
The last 4.3% won't be fully mined until around 2140.
bitcoin:native $IBIT
Trade Alts retweeted
Who’s got a Black Friday shopping list?
Stocks, crypto, commodities. What are you buying after the selloff?
Bring your ideas, charts and speculative plays to the StockWizards Discord. Come share what you’re watching and compare notes.
discord.gg/NY5DXPjJ2d
Trade Alts retweeted
Banana Ball lottery closes tonight at 8:59pm PT.
Kerry Wood at 49, back on the Wrigley mound for the first time in 14 years, flipping a behind-the-back strike with the bases loaded!
Better control than half the bullpens I've bet on.
Trade Alts retweeted
Good alpha. Questionable memes.
Stocks, crypto, commodities and whatever’s catching a bid. Bring your ideas, share a chart, hang out.
Come through to the StockWizards Discord.
discord.gg/PUNgupgcmX
Trade Alts retweeted
Our teams are aware of reports of a potential security issue and are actively investigating. User funds are completely safe.
Our security teams are reviewing all relevant information with urgency, and we will provide updates through official Binance channels as soon as we have verified information.
Users should remain cautious of scams and should not trust unofficial links, messages, or requests for account information.
Trade Alts retweeted
Mortgage rates dipped again, but they're still far above where they were before the Iran strikes.
The 30-year fixed fell to 7.24% this week.
It was 5.98% on Feb 26, the 2026 low.
On a $400K loan, that's about $333 more a month than in February.
$XHB $RKT via @FreddieMac
Trade Alts retweeted
LuxxPool as of tonight:
🔵12.48 TH/s pool hashrate
⛏️366 workers online
🪙11 Scrypt chains merge mined off Litecoin
🔥0.75% fee through January.
PPLNS or solo both open.
Mine with us: luxxpool.luxxlabs.ca/