Welcome to Nofinity

• Fear & Greed Index still at extreme fear despite a big crypto rebound – a lagging indicator.
• Massive layoffs in tech: Oracle (-25,000), Cognizant (-15,000), Meta (-7,000), PayPal (-5,000), etc. – structural shift due to AI.
• Oracle at risk: Credit default swaps rising due to ties with OpenAI; Chinese AI models add pressure.

• Bitcoin hits 5-week high (+13% in July), technical indicators have been bullish for weeks.
• MVRV Z-Score flashes another optimal DCA window – similar to late 2018, March 2020, and Oct/Nov 2022.
• Bitcoin ETFs see 5 consecutive green days, BlackRock buying heavily. Every $1B inflow boosts BTC price by ~3%.
• Ethereum ETFs returning (~$38M/day), Solana ETFs stabilizing.
• XRP (+10%) and Cardano strong, HYPE (HYPE) weak – unclear correlation.

• MicroStrategy hasn't bought Bitcoin in 4 weeks, selling stock to fund dividends. Annual yield drops from 23% to 5.8%.
• Jack Mallers (Strike) steps down as CEO of 21 – new treasury firms like Juice and Adam Back's project emerging.

• $5.8B tokenized assets on Solana in Q2 2026 – +100% QoQ.
• 96% of tokenized equity trading occurs on Solana, including new stocks like Intel.
• Solana even enables commodity trading (e.g., short oil via blockchain).

• Nvidia could produce 1,000 Vera Rubin racks per day – potentially $630B per quarter. Demand is infinite, but memory may become a bottleneck.
• Micron (MU) benefits: BofA adds to best ideas list. China's KIMI K3 requires 1.4 TB of high-bandwidth memory per instance – driving demand through 2030.
• Micron revenue follows Nvidia's with a lag – if margins are similar, market cap should follow. Analyst sees price target of $1,600 (currently ~$800).
• Larry Fink (BlackRock) emphasizes: memory is the new bottleneck – AI and crypto are not bubbles.

• Tesla launches Robo-Taxi in Tampa and Orlando (plus Miami) – three Florida cities. Over 2,000 Cybercabs built but not yet active.
• Q2 earnings upcoming: fear of negative free cash flow due to massive factory construction. Stock at ~$380 – cheap entry for DCA.
• Stock performance: Nvidia +8%, Meta +9%, Apple +4%, Tesla -1% (weak week).

• No bubble visible – as long as bottlenecks (memory, compute) exist, growth remains real.
• Bitcoin in the 65k range is massively undervalued per Gabor (OG): No ETFs or friendly regulators in 2021, everything different now.
• October through December expected to be very good – summer doldrums ending.
• DCA into BTC and Tesla is strategically recommended (not financial advice).

Summary follows...

Summary follows...

Summary follows...

Summary follows...

Summary follows...

• Sentiment echoes a new bull market with strong upward price action, especially for Bitcoin, which is approaching the $80,000 region.
• The weekly trend reversal is confirmed as price has broken above the 200-day moving average.
• Caution is advised, however, as price enters a resistance zone between $80,000 and $82,000. A retest of the $60,000 area is possible.
• Analysts expect consolidation before a potential further move higher.

• Zcash (ZEC): Strong upward momentum; focus on breakouts after a sweep of a base/low. Potential price target: over $1,000.
• Pump.fun: Waiting for consolidation to find a long entry.
• ENA: Potential entry after a pullback into the $13-14 zone.
• Hyperliquid (HYPE): Waiting for a retest of the $70 level, then looking for a reclaim and continuation of the uptrend.
• Memecoins (Robin Hood Ecosystem): The rotation is extremely fast. Currently, Cash Cat is the favorite, but the strategy is to buy dips after a breakout.

• Caution: A pure uptrend is not guaranteed. The trader employs a long-term strategy (accumulation) combined with short-term momentum trades.
• Risk Management: Stop-loss is essential. Every trade is defined with a clear invalidation (e.g., a close below a previous low).
• Focus: Currently focusing on a small basket of 5-6 assets to avoid information overload.
• Portfolio Building: The best entries are during periods of calm and stability, not after a strong pump. Bitcoin is seen as a long-term asset (target: $500,000).

• Treasury Bond buybacks (Scott Bessant) are driving Bitcoin and Gold as non-yielding assets.
• Equities (stocks) are correcting, however, due to higher interest rate expectations and valuation issues.
• Bitcoin ETFs show strong inflows, supporting demand.
• MicroStrategy did not buy this week, suggesting a natural upswing without artificial demand.

• The market shows real strength, but entering a resistance zone requires discipline and stops.
• Momentum trades (breakouts) and dips can be profitable.
• Important: No blind buying at highs; wait for good entries with clear risk parameters.