-
-
SerenityOct 29, 2025 at 01:03 pm
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return.Buckets Mag7 contracts: $CRWV, $NBIS
, $WULF, $CIFR
With compute: $IREN
, $BITF Speculative: $WYFI, $GRRR
, $SLNH Miners pivoting to x.com/aleabitoreddit…
-
Sun LiaoOct 17, 2025 at 06:13 pm
-
VenuSep 29, 2025 at 11:25 am
-
Cantonese Cat🐱🐈Sep 10, 2025 at 09:36 am
-
Cantonese Cat??Apr 02, 2025 at 03:36 am
-
Cantonese Cat??Feb 23, 2025 at 09:34 am
- Crypto Clarity Act, SEC, and CFTC: A New York State of Regulation
- Sep 14,2026 at 12:05pm
- Oil Surges, Bitcoin Holds Steady, Gold Watches as Fed Decision Looms
- Sep 14,2026 at 12:05pm
- Clarity Act Passage Odds: Conflicting Figures Cloud the Forecast
- Sep 14,2026 at 11:45am
- House Ways and Means Schedules Crypto Tax Bills Review, Focus on Mining and Staking Clarity
- Sep 14,2026 at 11:35am
- Clarity Act, Polymarket, Clarity Act Odds: A Shifting Legislative Landscape
- Sep 14,2026 at 11:35am
- Bitcoin Price Nears Bull Market Signal: Key Insights on Bitcoin's Bull Market Signal Amidst Shifting Cycles
- Sep 14,2026 at 11:35am



