Dual Assets

Tuesday March 31 Market Recap -OpenAI raises $122B at $852B valuation -Despite the current market correction and Anthropic leading the AI race, OpenAI continues to raise at higher and higher valuations. Not surprised if $1T valuation is hit this year. -Iran says they will not accept a ceasefire and demands a full end to war across the region amongst other demanded guarantees. Now both US and Iran are signaling an end to the conflict and markets had a vicious rally today, erasing all the losses from the last couple of trading days. -Before you get too excited, SPX is still in a downtrend, and a lot of today's rally could be attributed to quarter end rebalancing. We need to see real confirmation of a peace deal and markets can have a sustained rally. -S&P500 closes 2.9% higher, NASDAQ climbs 3.8% #stocks #investing #trading

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Monday, March 30 Update: 🚨 Trump pivots on Iran, while the DOL opens the door for 401(k) crypto 1/ 🕊️ War Off-Ramp: Trump says he’s willing to end the war even if the Strait of Hormuz remains closed. Futures are rallying on the news. #Trump #Iran 2/ 🚢 The Reality: Even if the military pulls out, Polymarket prices only a 14% chance of the Strait reopening by mid-April. The supply chain damage is "structural." 📉 #Oil 3/ 🏦 401(k) Revolution: The Dept of Labor proposed a rule today to let retirement plans easily add crypto, private equity, and real estate. This is the ultimate "long-term" bid for digital assets. 🇺🇸 #Bitcoin 4/ 💎 ETH vs BTC: Tom Lee’s BitMine ($BMNR) bought a massive 71,179 $ETH last week. Meanwhile, Michael Saylor stayed quiet with 0 buys. 📉📈 The institutional landscape is shifting under our feet. 🚀 #Crypto #BreakingNews #Web3 #FinTech #ETH #Strategy #Markets2026

Monday March 30 Market News Recap -Trump said Iran gave US 20 boats of oil to pass through Strait of Hormuz -Markets are starting to believe Trump's tweets less and less. Every "TACO" tweet bounce is sold off and the bounces are getting weaker. Still no deal has been made. US oil surges above $106/barrel -With one day left in the month, it's unlikely oil prices close above $110/barrel (16% chance) tomorrow unless drastic escalation happens overnight. -S&P500 closes down 0.4%, NASDAQ declines 0.7% #stocks #oil #trading #markets

Friday Crypto Brief: ⚡ From HODLing to Homeownership. 🧵 1/ 🏠 BTC Mortgages: @Coinbase & Fannie Mae partner with @Better to launch Bitcoin-backed mortgages. Pledge BTC/USDC for down payments and keep your upside. #Bitcoin #RealEstate 2/ ⛏️ $MARA Moves: Marathon Digital sells 15,133 #Bitcoin ($1.1B) to repurchase debt. Strengthening the balance sheet for an AI & energy pivot. ⚡ #MarathonDigital 3/ 💎 Saylor Status: Despite $MARA selling, the market isn't flinching on @Saylor. Polymarket odds of Strategy selling BTC: 0%. Conviction is the only currency that matters. 🛡️ #MSTR Infrastructure is growing, even in a bear market. 🚀 #Crypto #BreakingNews #Web3 #FinTech #BTC #RealEstate2026

Thursday Market Alert: 🚨 Tech tumbles and the war deadline shifts. 🧵 1/ 📉 Tech Bloodbath: $META falls -8% as a landmark court ruling finds the firm negligent in user protection. The NASDAQ sinks 2.4%, officially entering "correction" territory. #Meta #Nasdaq 2/ 🏛️ Trump Update: After the bell, Trump announced a 10-day extension for Iran deal talks. Planned strikes on energy infrastructure are paused until Monday, April 6th. #Trump #Iran 3/ 🔮 Polymarket Watch: The odds of a March ceasefire have cratered. Traders are now betting on April for a potential breakthrough. 📉 4/ 📊 Closing Bell: • S&P 500: -1.8% • NASDAQ: -2.4% The "soft landing" feels further away than ever. 📉🛢️ #Markets #BreakingNews #Economy2026 #Oil #SP500 #FinTech

Wednesday March 25 -Iran rejects Trump's "15-point peace plan" and oil prices rise back above $90/barrel. -Iran's conditions for an end to the war include: 1. Immediate end to attacks and assassinations on Iran 2. Establishment of "concrete guarantees" against future US attacks 3. "Clear determination and guaranteed payment" for war damages 4. International recognition of Iran's "authority" over Strait of Hormuz 5. An end to the war across all fronts, including for all Iranian proxies in the region -Markets are pricing in chances of ceasefire with every conflicting headline. Chances of ceasefire decreased with Iran's rejection headline today. -SP500 closes up 0.5%, NASDAQ rises 0.7% #stocks #markets #oil #investing #geopolitics

Wednesday, March 25 Crypto Brief: ⚡ Banks 1, Stablecoins 0? 1/ 📉 Circle ($CRCL) Tanking: Shares down 20% this week. The latest Clarity Act draft bans passive stablecoin yield to prevent "bank deposit flight." The big banks won this round. 🏦 #Circle #ClarityAct 2/ 🏛️ NYSE x Securitize: The New York Stock Exchange is officially building a 24/7 tokenized securities platform. Real-world assets (RWA) are the new priority for legacy finance. ⛓️ #NYSE 3/ 🍊 Saylor Stays Long: Strategy ($MSTR) added another $76.6M in #Bitcoin last week ($74,326 avg). The institutional "buy the dip" engine is still running. #BTC 4/ 🚀 $EDGE TGE: EdgeX launches March 31. Polymarket traders price just a 16% chance of a $1B FDV. Bear market sentiment is keeping expectations in check despite @HyperliquidX’s success. 📉 #EdgeX Is $EDGE the sleeper hit of March? 🚀 #Crypto #BreakingNews

Tuesday March 24 market recap -Iran begins charging ships up to $2M for safe passage through the Strait of Hormuz -US is seeking one month ceasefire with Iran to hold talks -The U.S. and a group of regional mediators are discussing the possibility of holding high-level peace talks with Iran as soon as Thursday -Trump says Iran gave US a significant prize worth tremendous amount of money related to Strait of Hormuz -The market is still skeptical but its seems likely a real ceasefire can happen soon -SP500 closes 0.4% lower, NASDAQ down 0.9% #stocks #oil #iran #markets #trading

Monday, March 23 Update: 🚨 Trump reveals potential Iran ceasefire terms 1/ ⚛️ Nuclear: Iran must end enrichment and surrender all uranium stockpiles. 2/ 🚀 Missiles: Tehran must agree to a "low key" weapons program. 3/ 🚢 Hormuz: The Strait must reopen immediately to restore oil flow. 🛢️ Trump: "If they carry through... it will end the conflict. They want to make a deal. We want to make a deal too." 🤝 The Odds: Polymarket prices a 6% chance that Iran ends enrichment by EOM. The market remains highly skeptical. 📉 #BreakingNews #Iran #Trump #Geopolitics #Oil #Markets2026

Monday March 23 Market Recap🗞️ -Over the weekend on Saturday, Trump declared the US will obliterate Iran's power plants if Iran does not open the Strait of Hormuz within 48 hours. This set up the posturing needed for deescalation to follow. -Today, early in the morning. Trump says the US and Iran "have had very good and productive conversations regarding a complete and total resolution" of the Iran War. Trump has postponed any and all strikes against Iranian energy infrastructure -The chances of a ceasefire by end of March jumped today. -Markets loved the headlines today, and oil down under $90/barrel -SP500 closes 1.1% higher, NASDAQ up 1.4% #StockMarket #Trading #Investing #MarketRecap #Finance #Geopolitics #Oil #SP500 #Nasdaq #BreakingNews

Friday Market Alert: 🚨 The war is starting to show up in the data, and it’s not pretty. 🧵 1/ 📈 Inflation: U.S. expectations hit 5.2%. The energy shock from the Iran conflict is flowing through to every sector. 2/ 🏛️ Fed Pivot? Forget it. Futures are now pricing in potential rate HIKES. Polymarket shows a 21% chance of a hike in 2026, up 6% this week. #Economy 3/ ⛽ The Pump: Gas prices +45% in 4 months. 4/ 🏠 Mortgages: Rates hit new 2026 highs as the 10-year yield rips. 5/ 📉 Gold: Down 20% from record highs as the dollar regains strength. Fear is high, and the "soft landing" is officially off the table. 📉 #Markets #BreakingNews #Inflation #Oil #Trump #Fed

Market recap for Friday March 20🗞️ -US Pentagon is sending up to 2,500 Marines and more warships to the Middle East. But shortly after market close, Trump says the US is considering winding down its military efforts against Iran. So which is it, President Trump? -Traders on Polymarket are pricing in only a 13% chance of US ending military operations against Iran before end of March -US 12 month inflation expectations have surged to 5.2%. Markets are now pricing in rate HIKES instead of cuts. Gold and Silver and stocks are selling off hard as bond yields rally. -Super Micro Computer $SMCI crashes over 30% today after its co-founder was charged with smuggling $2.5B worth of Nvidia AI chips to China -SP500 closes 1.5% lower, NASDAQ down 2% #stocks #markets #trading #inflation #oil #news #finance

Thursday, March 19 Crypto Brief: ⚡ One bill away from a bull run? 🧵 1/ 🏛️ Clarity Act: Lawmakers are in the room today. Stablecoin yields are the final hurdle. The White House says the clock is ticking. ⏳ #ClarityAct 2/ 🔮 Polymarket: 62% chance of a 2026 signing. This is the catalyst the industry is betting on. #Regulation 3/ 🏦 State BTC: North Carolina officially introduces a bill for a Strategic #Bitcoin Reserve. 🇺🇸 #NC 4/ 📉 Bear Market Pain: Gemini (-30%) and Crypto.com (-12%) announce more layoffs today. The "lean" era is here. 💼 Survival of the fittest. 🚀 #Crypto #BreakingNews #Web3 #FinTech #Markets2026 #BTC

Thursday March 19 Market Recap -Everyone is hoping the Iran War resolves quickly. No one likes higher energy prices and markets are trading inversely to oil. SPX put its intraday lows in when oil prices sold off from $100 per barrel intraday highs. -Traders on Polymarket are pricing in a 68% chance we have already seen the closing highs of $100 for crude oil in March -Gold and Silver prices take a hit because rate cuts are priced out due to rising inflation and rising energy prices from the Iran War. Gold tapping $4500/oz and Silver tapping $66/oz at intraday lows before reversing up. -S&P500, NASDAQ close down 0.3% #stocks #oil #trading #markets #investing #news #dualassets

Wednesday, March 18 Crypto Brief: ⚡ 1/ 📉 Macro: Strikes on Iranian oil infrastructure are dragging down global markets. #Markets 2/ 🔮 Polymarket: 45% probability that $BTC touches $45k in 2026. Bearish sentiment is rising. #Bitcoin 3/ 🏛️ Hyperliquid: Official S&P 500 perpetuals are now live on @HyperliquidX via S&P Dow Jones Indices. ⛓️ 4/ 🤖 AI Agents: @Coinbase & @Cloudflare launch x402 to standardize AI-to-AI stablecoin payments. Kraken has officially paused its IPO plans due to market volatility. 🛑 #Crypto #BreakingNews #Web3 #FinTech #BTC

Wednesday March 18 Market Recap -As expected, Fed pauses rate cuts today. Chair Powell says near term inflation expectations have risen due to rising oil prices from the Iran War and higher energy prices will push overall inflation up. The Fed is signaling a long pause in rate cuts. -Fed guidance projects only one rate cut in 2026, and one in 2027, although these may change as things develop. -Traders on Polymarket are pricing in the odds of 1 rate cut this year at just 33%, despite Fed guidance. Traders may expect more cuts than guided from a deteriorating labor market. Inflation must remain tempered or stagflation will be a major concern -US February PPI inflation rises to 3.4%, which is above expectations of 2.9%. Core PPI inflation rises to 3.9%, above expectations of 3.7%. Inflation concerns are rising again and this data does not yet include the Iran War -SP500 and NASDAQ close down 1.4% #stockmarket #stocks #investing #trading #finance #FOMC #Fed #markets

Tuesday, March 17 Crypto Brief: ⚡ 1/ 🏛️ FOMC Countdown: Fed decision tomorrow. BTC showing massive strength as traders brace for the volatility. #FOMC 2/ 🔮 Polymarket Sentiment: 89% chance $BTC holds >$72k post-Fed. Confidence is high. #Bitcoin 3/ 🌎 PayPal: $PYUSD stablecoin officially expanded to 70 countries today. 💳 4/ ⚖️ LANDMARK CLARITY: SEC & CFTC joint guidance confirms most crypto assets are NOT securities. This is the green light the industry needed. 🇺🇸🚀 The "uncertainty" era is over. 🚀 #Crypto #Web3 #BreakingNews #FinTech #BTC #SEC

Tuesday March 17 Market Recap🗞️🎧 -Given the recent spike in oil prices, inflation is a concern. So, the Fed is unlikely to cut rates, but may give more dovish guidance in their dot plots due to recent poor jobs data. -Traders on Polymarket are pricing in a 99% chance of no change in rates. -Back to war headlines, the US is set to ease sanctions on Venezuela to "unlock" more oil amid the Iran war. Most NATO allies reportedly have said they do not want to get involved in the war with Iran. -S&P500 closes up 0.3%, NASDAQ rises 0.4% #FOMC #stocks #investing #markets #finance