infinityhedge
The Week Ahead | @infinityhedge Macro: *Nvidia AI Summit on 12 *Earnings: SoftBank, Spotify on 12 *Earnings: Cisco, Tencent on 13 *U.S. CPI on 13 *Fed Chair Powell Speaks on 14 *Japan GDP (QoQ) (Q3) on 14 *Earnings: Alibaba on 15 Crypto: *HYPE Users mustβ¦
The Week Ahead | @infinityhedge
LAST WEEKs US SPOT ETFs FLOWs:
*BTC: +$1.67B
*ETH: +$515M
Macro:
*SpaceX: The sixth flight test of Starship is targeted to launch on 19
*Nvidia Earnings on 20
Crypto:
*Nov 20: FTX co-founder Wang is set to be sentenced in a New York court.
*Nov 20: FTX's motion for a settlement with Caroline Ellison, seeking her assets for creditors, will be heard in court.
*Nov 20: Court hearing on 3AC's motion to amend its claim against FTX, seeking to increase the amount from $120M to $1.53B.
*Nov 20: Court hearing to approve FTX's $228M settlement with Bybit, allowing FTX to recover to $175M in digital assets and sell $53M in BIT tokens.
*Truth Terminal [GOAT] roadmap and official website to be released this week
Earnings/Charts/Articles β¬
LAST WEEKs US SPOT ETFs FLOWs:
*BTC: +$1.67B
*ETH: +$515M
Macro:
*SpaceX: The sixth flight test of Starship is targeted to launch on 19
*Nvidia Earnings on 20
Crypto:
*Nov 20: FTX co-founder Wang is set to be sentenced in a New York court.
*Nov 20: FTX's motion for a settlement with Caroline Ellison, seeking her assets for creditors, will be heard in court.
*Nov 20: Court hearing on 3AC's motion to amend its claim against FTX, seeking to increase the amount from $120M to $1.53B.
*Nov 20: Court hearing to approve FTX's $228M settlement with Bybit, allowing FTX to recover to $175M in digital assets and sell $53M in BIT tokens.
*Truth Terminal [GOAT] roadmap and official website to be released this week
Earnings/Charts/Articles β¬
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MicroStrateegy acquired about 51,780 bitcoins for ~$4.6 billion in cash between November 11, 2024 and November 17, 2024.
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infinityhedge
*BIDEN ALLOWS UKRAINE TO STRIKE RUSSIA WITH LONG-RANGE MISSILES: NYT *EARLIER PUTIN SAID: "IF WESTERN MISSILES STRIKE RUSSIA THEN NATO IS IN DIRECT CONFLICT WITH RUSSIA" KREMLIN: IF WESTERN WEAPONS ARE FIRED DEEP INTO RUSSIA, THIS WILL NOT BE UKRAINE DOINGβ¦
RUSSIA'S FOREIGN MINISTER: KYIV'S USE OF LONG-RANGE MISSILES TO ATTACK OUR TERRITORY WOULD MEAN DIRECT INVOLVEMENT OF US AND "ITS SATELLITES" IN HOSTILITIES AGAINST RUSSIA; IN THIS CASE RUSSIA'S RESPONSE WILL BE ADEQUATE AND TANGIBLE: MINISTRY
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BLACKROCK'S SPOT BITCOIN ETF $IBIT OPTIONS WILL LIST AS SOON AS TOMORROW: ERIC BALCHUNAS
*OCC CONFIRMS IBIT OPTIONS TO LIST AND TRADE ON TUESDAY, NOV. 19: TheBlock
*OCC CONFIRMS IBIT OPTIONS TO LIST AND TRADE ON TUESDAY, NOV. 19: TheBlock
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DONALD TRUMPβS SOCIAL MEDIA COMPANY IS IN ADVANCED TALKS TO BUY BAKKT, A CRYPTOCURRENCY TRADING VENUE: FT
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TRUMP TO MEET PRIVATELY WITH COINBASE CEO BRIAN ARMSTRONG: WSJ
*TRUMP EXPECTED TO DISCUSS ADMINISTRATION APPOINTMENTS WITH BRIAN ARMSTRONG: WSJ
*TRUMP EXPECTED TO DISCUSS ADMINISTRATION APPOINTMENTS WITH BRIAN ARMSTRONG: WSJ
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infinityhedge
*BIDEN ALLOWS UKRAINE TO STRIKE RUSSIA WITH LONG-RANGE MISSILES: NYT *EARLIER PUTIN SAID: "IF WESTERN MISSILES STRIKE RUSSIA THEN NATO IS IN DIRECT CONFLICT WITH RUSSIA" KREMLIN: IF WESTERN WEAPONS ARE FIRED DEEP INTO RUSSIA, THIS WILL NOT BE UKRAINE DOINGβ¦
UKRAINE MAKES FIRST ATACMS STRIKE INSIDE RUSSIA: RBC-UKRAINE: BBG
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Microsoft and Atom Computing will launch a commercial quantum computer in 2025: TC
*They plan to deliver quantum computers to commercial customers in 2025
*They plan to deliver quantum computers to commercial customers in 2025
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BIDEN OFFICIAL: RUSSIA HAS BEEN SIGNALING NUCLEAR INTENTIONS
*US NOT SURPRISED BY RUSSIA NUCLEAR ANNOUNCEMENT
*US INDICATES IT WON'T RESPOND TO RUSSIAN NUCLEAR DOCTRINE MOVE
*US NOT SURPRISED BY RUSSIA NUCLEAR ANNOUNCEMENT
*US INDICATES IT WON'T RESPOND TO RUSSIAN NUCLEAR DOCTRINE MOVE
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RUSSIA'S LAVROV: RUSSIA'S POSITION IS THAT NUCLEAR WAR WON'T HAPPEN
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TRUMP TEAM MULLS CREATING FIRST-EVER WHITE HOUSE CRYPTO ROLE: BBG
TRUMP'S AIDES VETTING FOR CRYPTO POST, PEOPLE FAMILIAR SAY
TRUMP'S AIDES VETTING FOR CRYPTO POST, PEOPLE FAMILIAR SAY
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infinityhedge
TRUMP TEAM MULLS CREATING FIRST-EVER WHITE HOUSE CRYPTO ROLE: BBG TRUMP'S AIDES VETTING FOR CRYPTO POST, PEOPLE FAMILIAR SAY
BRIAN BROOKS, FORMER EXECUTIVE AT BINANCEUS AND COINBASE, INTERVIEWED FOR WHITE HOUSE CRYPTO CZAR ROLE AND POTENTIAL SEC CHAIR POSITION
*CHRIS GIANCARLO EYED FOR "CRYPTO CZAR" ROLE, FOX NEWS SAYS: BBG
*CHRIS GIANCARLO EYED FOR "CRYPTO CZAR" ROLE, FOX NEWS SAYS: BBG
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NVIDIA Earnings in 20 minutes or at 4:20PM ET
Estimates:
*Rev.: $33.2B
*EPS: $0.75
*Outlook: January Q Rev. of $37.1B and EPS $0.82
*The options-implied move for Nvidia shares the day after earnings is about +/- 8%, That would equate to close to a $300B swing in market value
Note: According to strategists at Bank of America, the report carries more risk for the benchmark than the next Federal Reserve meeting or inflation data.
Estimates:
*Rev.: $33.2B
*EPS: $0.75
*Outlook: January Q Rev. of $37.1B and EPS $0.82
*The options-implied move for Nvidia shares the day after earnings is about +/- 8%, That would equate to close to a $300B swing in market value
Note: According to strategists at Bank of America, the report carries more risk for the benchmark than the next Federal Reserve meeting or inflation data.
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*NVIDIA 3Q ADJ EPS 81C, EST. 74C
*NVIDIA 3Q REV. $35.1B, EST. $33.25B
*NVIDIA 3Q DATA CENTER REVENUE $30.8B, EST. $29.14B
*NVIDIA SEES 4Q REV $37.5B PLUS OR MINUS 2%
*NVIDIA 3Q REV. $35.1B, EST. $33.25B
*NVIDIA 3Q DATA CENTER REVENUE $30.8B, EST. $29.14B
*NVIDIA SEES 4Q REV $37.5B PLUS OR MINUS 2%
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SUI BLOCKCHAIN DOWN, NOT PRODUCED ANY BLOCK IN THE PAST 45 MINUTES
*UPDATE: SUI BLOCKCHAIN BACK ONLINE AFTER 2 HOURS AND 30 MINUTES OF DOWNTIME
*UPDATE: SUI BLOCKCHAIN BACK ONLINE AFTER 2 HOURS AND 30 MINUTES OF DOWNTIME
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RUSSIAN AMBASSADOR TO UK TELLS SKY NEWS: UK DIRECTLY INVOLVED IN WAR IN UKRAINE
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MICROSTRATEGY DOWN 10% AFTER CITRON RESEARCH REVEALS A SHORT POSITION
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infinityhedge
MICROSTRATEGY DOWN 10% AFTER CITRON RESEARCH REVEALS A SHORT POSITION
EARLIER: CITRON RESEARCH: WHILE CITRON REMAINS BULLISH ON BITCOIN, WEβVE HEDGED WITH A SHORT $MSTR POSITION
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*MICROSTRATEGY ERASED OPENING GAINS, NOW DOWN 20%
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