Crypt Topia

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Crypt Topia

Crypt Topia

@KRYPTTOPIA

Daily technicals + fundamental deep dives. Tracking $BTC and stocks. Turning stocks & crypto noise into actionable insight

Inscrit le Kasım 2023
88 Abonnements2.9K Abonnés
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
$BTC is at a critical technical and fundamental turning point, where it could either break out toward higher price levels or experience a significant downward correction. If the current demand (48.9k - 65.7k price level) fails to hold, then price would likely drop down to take
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
@business Brazil always looks scary heading into elections. And it always looks cheap. The question is whether you trust the fundamentals more than you fear the politics. Spoiler: the investors who answered yes in prior cycles got paid.
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Bloomberg
Bloomberg@business·
Investors should get pickier with Brazil stocks as economic growth is set to cool and the nation heads toward a polarized presidential vote, says XP bloomberg.com/news/articles/…
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
@CNBC Kontoor is the anti-hype trade. No AI. No crypto. No meme momentum. Just Wrangler jeans, Helly Hansen jackets, a $1B asset sale, and 30% revenue growth. And it trades at 14x earnings while the S&P averages 26x.
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Scarab
Scarab@ScarabOfficial·
@KRYPTTOPIA @Vivek4real_ It's actually well over $100 Billion that Nvidia has allocated for investments. They are being very pragmatic with their choices, and are re-evaluating as each month goes by.
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Vivek Sen
Vivek Sen@Vivek4real_·
JENSEN HUANG, CEO OF NVIDIA, IS TELLING YOU WHERE THE AI MONEY IS FLOWING. NVIDIA HAS DEPLOYED OVER $45 BILLION INTO JUST 8 COMPANIES. HERE'S WHERE THE MOST IMPORTANT COMPANY IN AI IS PLACING ITS BETS: • OPENAI — $30 BILLION • CORNING (GLW) — $3.2 BILLION • IREN — $2.1 BILLION • MARVELL (MRVL) — $2 BILLION • LUMENTUM (LITE) — $2 BILLION • COHERENT (COHR) — $2 BILLION • COREWEAVE (CRWV) — $2 BILLION • NEBIUS (NBIS) — $2 BILLION FOLLOW THE CAPITAL.
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
@jimcramer This is the same man who last week said SpaceX would double to $4 trillion. Now the market can’t handle another hyperscaler offering. Both things came out of the same mouth in the same week.
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Jim Cramer
Jim Cramer@jimcramer·
This market cannot handle another hyperscaler offering without taking a big hit right now
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
Arthur Hayes on Hyperliquid: March: “ $HYPE going to $150 by August” May: “No other project hands as much back to token holders” June 6: $700M token unlock hits June 7: Hayes dumps entire position June 8: “TradFi competition will pressure the model” The man who invented perps in 2016 just rang the bell at the top. Watch the buyback model closely.
CoinMarketCap@CoinMarketCap

LATEST: ⚡ Arthur Hayes says Hyperliquid’s fee-driven HYPE buyback model could face pressure as TradFi exchanges and major crypto venues move into the perp market.

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Crypt Topia
Crypt Topia@KRYPTTOPIA·
@CoinMarketCap The timeline here is brutal. March: Hayes writes $150 $HYPE target essay. June 1: HYPE hits $75 ATH. June 6: $700M token unlock. June 7: Hayes dumps his entire position. June 8: Warns about TradFi competition. He was right on the way up. Now he’s explaining why he left.
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
LATEST: ⚡ Arthur Hayes says Hyperliquid’s fee-driven HYPE buyback model could face pressure as TradFi exchanges and major crypto venues move into the perp market.
CoinMarketCap tweet mediaCoinMarketCap tweet media
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
Everything hitting markets at once today: ⚔️ Israel-Iran most serious escalation since April ceasefire 🛢️ Brent crude at $97.49 (+$4.40) 🚢 Houthis threatening Red Sea shipping 🧠 AI rotation pulling capital from crypto 🚀 SpaceX $75B IPO in 3 days 🪦 Fed still hawkish This is the most crowded risk-off calendar in years. Cash is not the worst place to be right now.
CNBC@CNBC

Oil prices rose Monday amid heightened tensions in the Middle East as Iran and Israel traded strikes, raising concerns over a fragile ceasefire and an extended conflict. Read more: cnb.cx/43kNscI

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Crypt Topia
Crypt Topia@KRYPTTOPIA·
Israel struck in apparent defiance of Trump. Iran retaliated in three waves. Houthis fired at Israel AND threatened Red Sea shipping. All of this on the same Monday that $Bitcoin is already down, SpaceX is IPO-ing Thursday, and markets are pricing rate cuts that may not come. The timing could not be worse for risk assets.
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CNBC
CNBC@CNBC·
Oil prices rose Monday amid heightened tensions in the Middle East as Iran and Israel traded strikes, raising concerns over a fragile ceasefire and an extended conflict. Read more: cnb.cx/43kNscI
CNBC tweet media
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0xMarioNawfal
0xMarioNawfal@RoundtableSpace·
WE’RE SO BACK LFG
0xMarioNawfal tweet media
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
@CoinMarketCap The SpaceX angle is the one most people are missing. Institutions need cash for a $75B IPO allocation. Bitcoin is liquid. $Bitcoin gets sold. This isn’t a crisis of confidence. It’s a calendar problem. June 12 passes. The headwind disappears.
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
LATEST: 📊 AI rotation, tech IPOs, quantum fears, and Strategy's BTC sale have all weighed on Bitcoin at once, with no single catalyst driving the drop, according to NYDIG.
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
Nvidia deployed $45B across 8 companies. $30B went to one. Jensen says he backs all AI companies equally. The capital allocation says he has a favorite. Everything else; Corning, Marvell, Lumentum, CoreWeave, is infrastructure to make OpenAI’s models run faster and cheaper. Follow the capital. Then follow where it flows.
Vivek Sen@Vivek4real_

JENSEN HUANG, CEO OF NVIDIA, IS TELLING YOU WHERE THE AI MONEY IS FLOWING. NVIDIA HAS DEPLOYED OVER $45 BILLION INTO JUST 8 COMPANIES. HERE'S WHERE THE MOST IMPORTANT COMPANY IN AI IS PLACING ITS BETS: • OPENAI — $30 BILLION • CORNING (GLW) — $3.2 BILLION • IREN — $2.1 BILLION • MARVELL (MRVL) — $2 BILLION • LUMENTUM (LITE) — $2 BILLION • COHERENT (COHR) — $2 BILLION • COREWEAVE (CRWV) — $2 BILLION • NEBIUS (NBIS) — $2 BILLION FOLLOW THE CAPITAL.

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Crypt Topia
Crypt Topia@KRYPTTOPIA·
That’s 5 sectors that win when oil stays high. Save this thread. Share it with someone who’s only watching $BTC right now. Follow @KRYPTTOPIA for BTC + stock analysis built for US, UK & EU investors. 🌍 $SPX $BTC
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
5. Pipelines & infrastructure: $ET $WMB When oil is expensive, the pipes that move it become toll roads. Steady cash flow, high dividends. Great for UK/EU investors who want USD exposure with lower volatility.
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
Oil is above $90 and it’s not going anywhere fast. Here are 5 stocks that thrive in a high-oil environment relevant for #US, #UK & #EU investors 🧵👇
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Crypt Topia
Crypt Topia@KRYPTTOPIA·
What JPMorgan actually said vs the headline: 🚨 Headline: JPMorgan turns cautious on crypto 🔍 Fine print: • Weak sentiment = bullish contrarian signal • Strategy expected to buy $32B BTC in 2026 • CLARITY Act still the H2 catalyst • $Bitcoin below $87K mining cost = historically bullish The bank that called crypto dead in 2017 is now writing 10-page reports analyzing Strategy’s dividend runway. That’s not bearish. That’s deep.
CoinMarketCap@CoinMarketCap

LATEST: 🏦 JPMorgan is turning cautious on crypto, warning Strategy’s cash reserves cover just 6.3 months of dividends and giving the CLARITY Act less than 50% odds of passing.

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