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Felix Jauvin: ICE, the NYSE's parent, is investing in TradeXYZ to bring Hyperliquid perps onshore for US traders. Felix has been a Hyperliquid fan since early days and says the team has exceeded his expectations. The hard part is compliance. Citadel and other TradFi names are Milk Road Crypto @milkroaddaily Nov 6 48:07 Bad news for the economy could become good news for Bitcoin. @fejau_inc sees growth peaking as the energy crisis and slowing AI investment weigh on the economy. Markets are pricing more Fed hikes, but a slowdown could flip those expectations toward rate cuts. That could be the
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The Strategy number to watch is not the latest weekly buy. As of Nov 1, the company held 849,327 BTC at an average purchase price of $75,451, including fees, per its Nov 2 Form 8-K. That average is historical cost across the whole stack. It is not a forced-sell level, and it is read image description
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BlackRock crossed the 5% line in Canton Strategic Holdings. A Schedule 13G shows it beneficially owned 4,819,281 shares, or 6.0% of the Nasdaq-listed company, as of Sept 30. The filing was accepted Oct 27. Canton Strategic Holdings runs a Super Validator on the Canton Network. read image description
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TLDR Alex Thorn (Galaxy): Democrats flipping both chambers reshapes crypto and AI politics, but he still does not expect major crypto market-structure bills to move. AI policy and local data-center fights look more active. Democrats flipping the House and Senate locks in divided read image description Alex Thorn @intangiblecoins Nov 6 Article Democrat Victory Alters Landscape for Crypto, AI Democrats won both the U.S. House and Senate by wide margins, guaranteeing divided government for the second half of President Trump’s second term. Democrats flipped seven Senate seats (with two still
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Bitcoin could be the next big trade after AI. @LynAldenContact says the AI trade is showing signs of exhaustion after a massive run. And here's the interesting part: AI stocks don't need to crash. They just need to stop being the market's "fastest horse." That's when
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