โถ๏ธ Fed power shift in play
Yesterdayโs spotlight was on Trumpโs push to remove Fed Governor Lisa Cook, a move that could flip the balance of power inside the Fed.
๐ก If Cook is out, Trump-appointed Governors would hold 4 of 7 seats (excluding Powell)
๐ก That would give Trump the majority on the board for the first time in history
๐ก With Trump calling for 300 bps of rate cuts, this shift could open the door to aggressive easing
๐ก Cookโs term runs until 2038, making this challenge unprecedented
The Fed has never faced a political reshuffle like this, and the outcome could define the next chapter for US rates and markets.
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Yesterdayโs spotlight was on Trumpโs push to remove Fed Governor Lisa Cook, a move that could flip the balance of power inside the Fed.
๐ก If Cook is out, Trump-appointed Governors would hold 4 of 7 seats (excluding Powell)
๐ก That would give Trump the majority on the board for the first time in history
๐ก With Trump calling for 300 bps of rate cuts, this shift could open the door to aggressive easing
๐ก Cookโs term runs until 2038, making this challenge unprecedented
The Fed has never faced a political reshuffle like this, and the outcome could define the next chapter for US rates and markets.
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๐ AMD vs Nvidia โ AI divergence
AMD reported Q2 data center revenue of $3.2B yesterday, up just 14% YoY, not much in an AI market chasing exponential growth.
๐ก Nvidia earnings due today
๐ก Street looking for $45B+ revenue
๐ก $40B+ from data centers, +50% YoY
AMD is steady, Nvidia is parabolic.
Tonightโs print is more than one stock, itโs a stress test for the whole AI trade.
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AMD reported Q2 data center revenue of $3.2B yesterday, up just 14% YoY, not much in an AI market chasing exponential growth.
๐ก Nvidia earnings due today
๐ก Street looking for $45B+ revenue
๐ก $40B+ from data centers, +50% YoY
AMD is steady, Nvidia is parabolic.
Tonightโs print is more than one stock, itโs a stress test for the whole AI trade.
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JUST IN: The European Union plans to eliminate tariffs on US industrial goods to address President Trump's requirements. In return, the US may reduce tariffs on cars imported from the EU.
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๐ False breakouts and liquidity traps
A breakout isnโt confirmed by price alone, itโs confirmed by liquidity.
The common pattern:
๐ก Price breaks a key level with high volume โ everyone piles in
๐ก Retrace happens on thinner volume โ looks harmless at first
๐ก Positions unwind fast โ reversal wipes out late buyers
Whatโs really happening: large players use the breakout to unload size into eager breakout traders. Once that liquidity is absorbed, the move has no fuel, and price collapses.
False breakouts matter because they show whoโs trapped. When volume and follow-through donโt align, itโs often a signal of smart money exiting, not entering.
Lesson: watch the quality of volume, not just the candles. A clean breakout without sustained liquidity is often the setup for the next dump.
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A breakout isnโt confirmed by price alone, itโs confirmed by liquidity.
The common pattern:
๐ก Price breaks a key level with high volume โ everyone piles in
๐ก Retrace happens on thinner volume โ looks harmless at first
๐ก Positions unwind fast โ reversal wipes out late buyers
Whatโs really happening: large players use the breakout to unload size into eager breakout traders. Once that liquidity is absorbed, the move has no fuel, and price collapses.
False breakouts matter because they show whoโs trapped. When volume and follow-through donโt align, itโs often a signal of smart money exiting, not entering.
Lesson: watch the quality of volume, not just the candles. A clean breakout without sustained liquidity is often the setup for the next dump.
๐ฐ Powered by Startups
CryptoFlash
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๐ Nvidia vs the world
$NVDA would need another $800B in market cap to surpass the entire Nikkei, the worldโs second largest stock market.
Itโs already bigger than the GDP of Germany, the UK, France, and Italy.
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$NVDA would need another $800B in market cap to surpass the entire Nikkei, the worldโs second largest stock market.
Itโs already bigger than the GDP of Germany, the UK, France, and Italy.
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๐ป Peter Schiff does it again
In 2018, he warned Bitcoin could fall to $3,800. Yesterday, he said the next stop is $75K.
๐ก BTC dropped below $109K, down 13% in two weeks
๐ก Schiff calls for $75K as the next target, just under MSTRโs average cost
๐ก Same man once said even $750 would be โexpensiveโ
Some things never change: Bitcoin climbs, Schiff stays bearish, and the market keeps ignoring him, until one day it doesnโt.
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In 2018, he warned Bitcoin could fall to $3,800. Yesterday, he said the next stop is $75K.
๐ก BTC dropped below $109K, down 13% in two weeks
๐ก Schiff calls for $75K as the next target, just under MSTRโs average cost
๐ก Same man once said even $750 would be โexpensiveโ
Some things never change: Bitcoin climbs, Schiff stays bearish, and the market keeps ignoring him, until one day it doesnโt.
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Less but better trades = more wins
Less stocks on your watchlist = more focus
Less risk per trade = more calmness
Less technical indicators = more signal clarity
In trading, less is more.
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Less stocks on your watchlist = more focus
Less risk per trade = more calmness
Less technical indicators = more signal clarity
In trading, less is more.
๐ฐ Powered by Startups
CryptoFlash
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๐ Japan flips the script
For the first time in 48 years, Japanโs core CPI has moved above the US.
July came in at 3.4% vs 3.1% in the US - one of Japanโs highest readings since the 1980s.
Core inflation has now sat above the BoJโs 2% target for 40 straight months. Yields followed: the 30-year JGB just hit 3.24%, the highest ever.
After decades of deflation talk, Japan is now exporting inflation, and staring down a restructuring itโs avoided for half a century.
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CryptoFlash
For the first time in 48 years, Japanโs core CPI has moved above the US.
July came in at 3.4% vs 3.1% in the US - one of Japanโs highest readings since the 1980s.
Core inflation has now sat above the BoJโs 2% target for 40 straight months. Yields followed: the 30-year JGB just hit 3.24%, the highest ever.
After decades of deflation talk, Japan is now exporting inflation, and staring down a restructuring itโs avoided for half a century.
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CryptoFlash
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JUST IN: Analysts raise target prices for NVIDIA.
โข JPMorgan increased its target to $215 from $170.
โข Rosenblatt adjusted its target to $215 from $200.
โข Benchmark set a new target at $220, up from $190.
โข BofA Securities raised its target to $235 from $220.
โข Citi lifted its target to $215 from $170.
โข Jefferies increased its target to $205 from $200.
โข KeyBanc now aims for $230, up from $215.
โข DA Davidson raised its target to $195 from $135.
โข Truist Securities increased its target to $228 from $210.
The series of target price increases could signal positive investor sentiment, potentially boosting NVIDIA's stock value.
CryptoFlash
โข JPMorgan increased its target to $215 from $170.
โข Rosenblatt adjusted its target to $215 from $200.
โข Benchmark set a new target at $220, up from $190.
โข BofA Securities raised its target to $235 from $220.
โข Citi lifted its target to $215 from $170.
โข Jefferies increased its target to $205 from $200.
โข KeyBanc now aims for $230, up from $215.
โข DA Davidson raised its target to $195 from $135.
โข Truist Securities increased its target to $228 from $210.
The series of target price increases could signal positive investor sentiment, potentially boosting NVIDIA's stock value.
CryptoFlash
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๐ฅ Silverโs supply crunch
Unlike past cycles, producers arenโt ramping up despite higher prices. Decades of underinvestment mean there are no major new mines coming online to ease the squeeze.
๐ก Mexico is the โSaudi Arabiaโ of silver, supplying ~25% of global output
๐ก Production there has been in multi-year decline
๐ก No new projects on the horizon to shift supply
The imbalance isnโt just about silver, other metals face the same shortage. Thatโs why this mining cycle could run longer and harder than previous ones.
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Unlike past cycles, producers arenโt ramping up despite higher prices. Decades of underinvestment mean there are no major new mines coming online to ease the squeeze.
๐ก Mexico is the โSaudi Arabiaโ of silver, supplying ~25% of global output
๐ก Production there has been in multi-year decline
๐ก No new projects on the horizon to shift supply
The imbalance isnโt just about silver, other metals face the same shortage. Thatโs why this mining cycle could run longer and harder than previous ones.
๐ฐ Powered by Startups
CryptoFlash
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JUST IN: Nvidia's CEO Huang is discussing with the Trump administration the sale of advanced Blackwell AI chips to China. He is ready to offer the US government a portion of those sales and desires US tech to become a global benchmark akin to the US dollar.
CryptoFlash
CryptoFlash
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๐ฅOUR ALPHA PRIVATE COMMUNITY IS NOW OPEN โ 4 DAYS ONLY
Weโre opening the gates again until Sunday midnight.
White Horse is our private Telegram group, built by the teams behind Trade Watcher and Crypto Insider.
Itโs a tight focus group where we trade, share ideas, and track real market shifts together.
Inside, youโll find:
๐ธCrypto
โก๏ธ Trend tracking, narrative flows, and mindshare recaps
โก๏ธ Swing setups on coins from the top 200 CMC
โก๏ธ High-risk meme plays and early on-chain bets
๐ตTradFi
โก๏ธ Macro bias and weekly outlooks
โก๏ธ Mid-term setups on FX, indices, and metals
โก๏ธ Stock insights from a guy who sees it before the crowd
๐ช $45/month โ fixed for early members
The price will go up with the next wave, but those who join now keep this rate for good.
CryptoFlash
Weโre opening the gates again until Sunday midnight.
White Horse is our private Telegram group, built by the teams behind Trade Watcher and Crypto Insider.
Itโs a tight focus group where we trade, share ideas, and track real market shifts together.
Inside, youโll find:
๐ธCrypto
โก๏ธ Trend tracking, narrative flows, and mindshare recaps
โก๏ธ Swing setups on coins from the top 200 CMC
โก๏ธ High-risk meme plays and early on-chain bets
๐ตTradFi
โก๏ธ Macro bias and weekly outlooks
โก๏ธ Mid-term setups on FX, indices, and metals
โก๏ธ Stock insights from a guy who sees it before the crowd
๐ช $45/month โ fixed for early members
The price will go up with the next wave, but those who join now keep this rate for good.
CryptoFlash
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๐ต Buffett now makes $138 every second - in dividends
Berkshire Hathaway earns $4.37B a year from dividends, thatโs $364M per month, $12M per day, $498K per hour, and $138 every second without selling a single share.
๐ก Biggest checks: Coca-Cola ($816M), Chevron ($811M), Bank of America ($707M), Apple, AmEx, Kraft Heinz
๐ก Smaller but steady: Occidental, Moodyโs, Chubb, Verizon, US Bancorp, Verisign
๐ก Core principle: own businesses with โeconomic moatsโ - brands, ecosystems, and pricing power
This constant cash flow gives Buffett unmatched optionality - reinvest, buy back stock, or simply wait.
Compounding isnโt flashy. Itโs Coca-Cola paying you for 40 years straight while the rest of the market chases fads.
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Berkshire Hathaway earns $4.37B a year from dividends, thatโs $364M per month, $12M per day, $498K per hour, and $138 every second without selling a single share.
๐ก Biggest checks: Coca-Cola ($816M), Chevron ($811M), Bank of America ($707M), Apple, AmEx, Kraft Heinz
๐ก Smaller but steady: Occidental, Moodyโs, Chubb, Verizon, US Bancorp, Verisign
๐ก Core principle: own businesses with โeconomic moatsโ - brands, ecosystems, and pricing power
This constant cash flow gives Buffett unmatched optionality - reinvest, buy back stock, or simply wait.
Compounding isnโt flashy. Itโs Coca-Cola paying you for 40 years straight while the rest of the market chases fads.
๐ฐ Powered by Startups
CryptoFlash
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Most people are trying to find an answer in a box.
Few seek the answer outside of the box.
And even fewer understand that there is no box.
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Few seek the answer outside of the box.
And even fewer understand that there is no box.
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Your crypto wallet with zero fees!
๐ผ Revo Wallet
๐ No hidden charges or commissions
๐ Up to 28,2% APY on USDT staking โ only for new users
๐ธ $15 for every friend who starts staking
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๐ฒ Open Revo in Telegram โ start earning from your crypto today!
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๐ผ Revo Wallet
๐ No hidden charges or commissions
๐ Up to 28,2% APY on USDT staking โ only for new users
๐ธ $15 for every friend who starts staking
๐ช Supports USDT, BNB, ETH, SOL, and more
โก๏ธ Instant transactions and easy asset management
๐ฒ Open Revo in Telegram โ start earning from your crypto today!
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๐ฐ US tariff revenues hit record highs
Customs duties have quietly become one of Washingtonโs biggest cash machines.
After โLiberation Dayโ in April, monthly tariff revenue exploded from $8B to nearly $28B by July.
๐ก Tariffs now bring in $136B YTD, making them the 4th-largest federal revenue source after income taxes, social security, and corporate tax.
๐ก Still, it barely dents the picture: the US deficit sits at $1.6T, and annual interest payments alone are $841B.
๐ก Trump floated the idea of using tariff windfalls to โpay down debtโ โ or even pay out a dividend to Americans.
Tariffs are finally meaningful in size, but theyโre a drop in the bucket compared to US spending.
The bigger story is what happens if revenues keep climbing toward the โhalf-trillion to trillionโ level hinted by Treasury.
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CryptoFlash
Customs duties have quietly become one of Washingtonโs biggest cash machines.
After โLiberation Dayโ in April, monthly tariff revenue exploded from $8B to nearly $28B by July.
๐ก Tariffs now bring in $136B YTD, making them the 4th-largest federal revenue source after income taxes, social security, and corporate tax.
๐ก Still, it barely dents the picture: the US deficit sits at $1.6T, and annual interest payments alone are $841B.
๐ก Trump floated the idea of using tariff windfalls to โpay down debtโ โ or even pay out a dividend to Americans.
Tariffs are finally meaningful in size, but theyโre a drop in the bucket compared to US spending.
The bigger story is what happens if revenues keep climbing toward the โhalf-trillion to trillionโ level hinted by Treasury.
๐ฐ Powered by Startups
CryptoFlash
๐ฏ8๐6๐ค6๐4๐3
๐ฅOUR ALPHA PRIVATE COMMUNITY IS NOW OPEN โ 3 DAYS LEFT
Weโre opening the gates again until Sunday midnight.
White Horse is our private Telegram group, built by the teams behind Trade Watcher and Crypto Insider.
Itโs a tight focus group where we trade, share ideas, and track real market shifts together.
Inside, youโll find:
๐ธCrypto
โก๏ธ Trend tracking, narrative flows, and mindshare recaps
โก๏ธ Swing setups on coins from the top 200 CMC
โก๏ธ High-risk meme plays and early on-chain bets
๐ตTradFi
โก๏ธ Macro bias and weekly outlooks
โก๏ธ Mid-term setups on FX, indices, and metals
โก๏ธ Stock insights from a guy who sees it before the crowd
๐ช $45/month โ fixed for early members
The price will go up with the next wave, but those who join now keep this rate for good.
CryptoFlash
Weโre opening the gates again until Sunday midnight.
White Horse is our private Telegram group, built by the teams behind Trade Watcher and Crypto Insider.
Itโs a tight focus group where we trade, share ideas, and track real market shifts together.
Inside, youโll find:
๐ธCrypto
โก๏ธ Trend tracking, narrative flows, and mindshare recaps
โก๏ธ Swing setups on coins from the top 200 CMC
โก๏ธ High-risk meme plays and early on-chain bets
๐ตTradFi
โก๏ธ Macro bias and weekly outlooks
โก๏ธ Mid-term setups on FX, indices, and metals
โก๏ธ Stock insights from a guy who sees it before the crowd
๐ช $45/month โ fixed for early members
The price will go up with the next wave, but those who join now keep this rate for good.
CryptoFlash
๐10๐9๐คฉ8๐7๐3๐ค2๐ฏ1
JUST IN: The U.S. reported July's core PCE price index showed an increase.
โข The annual rate rose to 2.9%, the highest since December 2024.
โข The core PCE monthly rate climbed to 0.3% from 0.1%.
โข The overall PCE annual rate remained at 2.6% with a monthly increase of 0.2%.
This increase in the core PCE rate could heighten inflation concerns, potentially influencing monetary policy and impacting financial markets.
CryptoFlash
โข The annual rate rose to 2.9%, the highest since December 2024.
โข The core PCE monthly rate climbed to 0.3% from 0.1%.
โข The overall PCE annual rate remained at 2.6% with a monthly increase of 0.2%.
This increase in the core PCE rate could heighten inflation concerns, potentially influencing monetary policy and impacting financial markets.
CryptoFlash
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๐ฆ Central banks flip from Treasuries to gold
For the first time since 1996, foreign central banks now hold more gold than US Treasuries in their reserves.
๐ก Gold holdings as a share of reserves have been climbing steadily for a decade, while Treasury allocations keep shrinking.
๐ก The 1970s showed what happens when this trend accelerates โ a structural shift in global finance.
๐ก This marks a break from the dollarโs dominance as the โrisk-freeโ asset, with gold regaining its role as the anchor of reserves.
This isnโt just about metals.
Itโs a sign of global rebalancing, away from US debt, toward hard assets.
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CryptoFlash
For the first time since 1996, foreign central banks now hold more gold than US Treasuries in their reserves.
๐ก Gold holdings as a share of reserves have been climbing steadily for a decade, while Treasury allocations keep shrinking.
๐ก The 1970s showed what happens when this trend accelerates โ a structural shift in global finance.
๐ก This marks a break from the dollarโs dominance as the โrisk-freeโ asset, with gold regaining its role as the anchor of reserves.
This isnโt just about metals.
Itโs a sign of global rebalancing, away from US debt, toward hard assets.
๐ฐ Powered by Startups
CryptoFlash
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