-
-
-
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…
-
-
LinOct 25, 2025 at 05:40 am
-
Sun LiaoOct 17, 2025 at 06:13 pm
-
-
- UK Court Ruling Sends Ripples: Who Owns the Gains on Stolen BTC?
- Oct 13,2026 at 12:05pm
- Standard Chartered Taps XRP Ledger for RLUSD Custody, Signaling Institutional Embrace
- Oct 13,2026 at 12:05pm
- Securitize Stock Soars on StoneX Target Hike and Innovative Platform Launch
- Oct 13,2026 at 07:55am
- Bitcoin, CPI Week, and Pepeto: Navigating Market Volatility for Potential Gains
- Oct 13,2026 at 04:05am
- Kaspa Founder, Kaspa Community, Growing Criticism: The Silent Scientist vs. The Roaring Crowd
- Oct 13,2026 at 04:05am
- Uniswap's Unichain Embraces OP Enterprise for a Supercharged Future in Interoperability
- Oct 13,2026 at 04:05am



