The Bitcoin narrative is changing right in front of us. 👀 Nasdaq correlation: 60%+ → 33% Gold correlation: now above 50% Read that again. Bitcoin is becoming less correlated with traditional risk assets while becoming more aligned with the asset that has been used as a store of value for centuries. For years, the market treated BTC like a high-beta tech asset. When liquidity tightened, BTC got hit. When Nasdaq rallied, BTC often followed. But the relationship is changing. Bitcoin is slowly separating itself from the traditional risk-on trade and starting to establish its own identity. If BTC continues moving closer to gold’s role while maintaining its fixed supply and digital nature, the market may eventually stop valuing it like a tech stock and start valuing it as a scarce global asset. That would be a completely different game. We’ve spent years hearing the “digital gold” narrative. Now we’re starting to see the behavior behind it. Bitcoin may not be the next Nasdaq but Bitcoin can be the next gold. 🟠

Looks like $ASTER has finally started making its move. 👀

This is bigger than an earnings print. We’re watching AI infrastructure become one of the defining capex cycles of this generation, and $NVDA is still sitting at the center of it. The pace of AI spending is still accelerating. Because at this scale, maintaining this kind of momentum would tell us something much bigger: The AI buildout is nowhere near mature yet. Tonight’s $NVDA numbers could set the tone for the entire AI trade from here.

Shill me some projects that are still under the radar. Unique narrative with the market cap below 10 million. I'll check them out.

Bulls are winning. Another $1.5B+ wiped out over the past 24 hours. Short positions: $1.22B Long positions: $235M Over the past 48 hours more than 5 billion gone. 🫡