Jona7
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Jona7
DCA & HODL
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StrategyAuthorizes$2BBuyback
Citrini Research believes that Hyperliquid ($HYPE ) remains an “attractive” target with strong cash flow and buyback mechanism (>90% of fees to fund, >$2B repurchased).
$BTC
$SOXL
Citrini Research believes that Hyperliquid ($HYPE ) remains an “attractive” target with strong cash flow and buyback mechanism (>90% of fees to fund, >$2B repurchased).
$BTC
$SOXL
#YenHitsFourDecadeLowVsDollar
Morgan Stanley opines that memory shortage is due to supply constraints, not weak demand; maintains overweight on semiconductor sector. AI infrastructure bottlenecks remain the core driver; related supply chain companies will continue to benefit.
$PIVX
$TQQQ
$SNDKB
Morgan Stanley opines that memory shortage is due to supply constraints, not weak demand; maintains overweight on semiconductor sector. AI infrastructure bottlenecks remain the core driver; related supply chain companies will continue to benefit.
$PIVX
$TQQQ
$SNDKB
#GoldHoldsDecline
Deutsche Bank raised inflation forecast; expects the Fed to hike twice in 2026 (total 50bp), lifting the federal funds rate to 4.1%, and does not rule out a July move. AI and energy cost increases remain key inflation drivers
$POWR
$MANTA
$XAU
Deutsche Bank raised inflation forecast; expects the Fed to hike twice in 2026 (total 50bp), lifting the federal funds rate to 4.1%, and does not rule out a July move. AI and energy cost increases remain key inflation drivers
$POWR
$MANTA
$XAU
#SuperMicroTaiwanRaidedInChipSmugglingProbe
$NVDAB announced a bond issuance to expand AI capacity, with FAB10 advanced process themes heating up. Micron ($MUB ) hit a new all-time high driven by strong memory demand and supply constraints. Earnings season enters a critical window, with tech giants generally beating expectations.
$SPCX continues surging post-listing with market cap climbing rapidly; FAB10-related supply chain names have become the new market hotspot. Apple’s deepened AI platform collaboration with Google Gemini continues to reverberate.
$NVDAB announced a bond issuance to expand AI capacity, with FAB10 advanced process themes heating up. Micron ($MUB ) hit a new all-time high driven by strong memory demand and supply constraints. Earnings season enters a critical window, with tech giants generally beating expectations.
$SPCX continues surging post-listing with market cap climbing rapidly; FAB10-related supply chain names have become the new market hotspot. Apple’s deepened AI platform collaboration with Google Gemini continues to reverberate.
#SupremeCourtBlocksTrumpFromRemovingFedCook
Markets are watching the final data prints before the Fed’s July meeting. Recent inflation expectations have eased somewhat, but labor market and consumer credit outlooks remain cautious.
Deutsche $BANK raised its 2026 inflation forecast and now expects the Fed to hike twice this year (total 50bp), lifting the federal funds rate to 4.1%, with a possible July move not ruled out. Data will directly shape the policy path.
$MSTRB
$RE
Markets are watching the final data prints before the Fed’s July meeting. Recent inflation expectations have eased somewhat, but labor market and consumer credit outlooks remain cautious.
Deutsche $BANK raised its 2026 inflation forecast and now expects the Fed to hike twice this year (total 50bp), lifting the federal funds rate to 4.1%, with a possible July move not ruled out. Data will directly shape the policy path.
$MSTRB
$RE
#DowHitsRecordClose
US-Iran negotiations continue to make phased progress, with preliminary frameworks reached on Hormuz Strait transit and energy supply issues. Trump stated the conflict will end soon, and Iran has sent positive signals. Easing tensions have lowered energy risk premiums, putting short-term pressure on oil prices. A final agreement would further ease global supply chain concerns.
$SCA
$SUNDOG
$PePe
US-Iran negotiations continue to make phased progress, with preliminary frameworks reached on Hormuz Strait transit and energy supply issues. Trump stated the conflict will end soon, and Iran has sent positive signals. Easing tensions have lowered energy risk premiums, putting short-term pressure on oil prices. A final agreement would further ease global supply chain concerns.
$SCA
$SUNDOG
$PePe
SupremeCourtRulesPresidentsCanFireSECCFTCCommissioners
$BTC spot ETFs have seen outflows for 7 straight weeks - $7.8 billion total, $1.8 billion just last week
$TRUTH
$DMC
$BTC spot ETFs have seen outflows for 7 straight weeks - $7.8 billion total, $1.8 billion just last week
$TRUTH
$DMC
#TechRallyLiftsDowToRecord
Vitalik Buterin talked about obfuscation tech that could turn programs into unbreakable black boxes
Could replace many cryptographic mechanisms and enable fully private voting and trustless services - but current computation needs would take longer than the age of the universe to run
$ETH
$FLY
$MAGMA
Vitalik Buterin talked about obfuscation tech that could turn programs into unbreakable black boxes
Could replace many cryptographic mechanisms and enable fully private voting and trustless services - but current computation needs would take longer than the age of the universe to run
$ETH
$FLY
$MAGMA
The 48 Laws of Power (Robert Greene)
Law No. 7 states: "Get others to do the work for you, but always take the credit."
The Strategy: Utilize the wisdom, knowledge, and legwork of other people to further your own cause.
The Benefit: It saves you valuable time and energy while giving you an aura of divine efficiency and speed.
$SHADOW
$BEETS
$Anon
Law No. 7 states: "Get others to do the work for you, but always take the credit."
The Strategy: Utilize the wisdom, knowledge, and legwork of other people to further your own cause.
The Benefit: It saves you valuable time and energy while giving you an aura of divine efficiency and speed.
$SHADOW
$BEETS
$Anon
Grayscale research head says Strategy should just sell over $3 billion in Bitcoin to clear nearly all its cash obligations for the next two years
Raising STRC dividend by 50bps adds $100M in obligations but won't restore market confidence - selling solves it directly
$LAVA
$VSN
$MSTR
Raising STRC dividend by 50bps adds $100M in obligations but won't restore market confidence - selling solves it directly
$LAVA
$VSN
$MSTR
It is reported that $NFT trader Machi is dumping Bored $APE s at a loss just to fund his $ETH leverage trades
Sold 34 BAYC for $514k taking a $631k loss - one sale was at -90% from his original buy price. Meanwhile he keeps getting liquidated on Hyperliquid
Sold 34 BAYC for $514k taking a $631k loss - one sale was at -90% from his original buy price. Meanwhile he keeps getting liquidated on Hyperliquid
OilReclaims$70
CZ pushed back on Forbes valuing him at $108.9 billion - more than $BILL Gates
Net worth supposedly grew $47B this year while the crypto market dropped over 50% - even CZ questioned the logic of that math
$CHECK
$CTR
CZ pushed back on Forbes valuing him at $108.9 billion - more than $BILL Gates
Net worth supposedly grew $47B this year while the crypto market dropped over 50% - even CZ questioned the logic of that math
$CHECK
$CTR
#PBOCSetsOvernightLiquidityRateBelowForecasts
Overall Institutional Outlook is that Short-term risk asset environment sees marginal improvement on US-Iran de-escalation, Korea’s mega chip investment, and affirmed Fed independence. Geopolitics cooling supports lower oil and higher risk appetite; the Korea plan provides a long-term semi/AI catalyst.
$PBRon
$TROLL
$PIPE
Overall Institutional Outlook is that Short-term risk asset environment sees marginal improvement on US-Iran de-escalation, Korea’s mega chip investment, and affirmed Fed independence. Geopolitics cooling supports lower oil and higher risk appetite; the Korea plan provides a long-term semi/AI catalyst.
$PBRon
$TROLL
$PIPE
#ChinaBlacklists40MoreJapanEntities
Michael Anderson of Framework Ventures believes the next phase of crypto opportunities may lie in becoming financing infrastructure for capital-intensive industries such as AI, robotics, and energy.
$ZEREBRO
$BARD
$JASMY
Michael Anderson of Framework Ventures believes the next phase of crypto opportunities may lie in becoming financing infrastructure for capital-intensive industries such as AI, robotics, and energy.
$ZEREBRO
$BARD
$JASMY
#KoreaKOSDAQRulesRiskCryptoTreasuryFirmDelisting Mow argues this cycle’s bottom has formed and the traditional 4-year halving cycle is breaking with accelerated market rhythm; spot ETF-driven institutional inflows have changed market structure, making current price zones characteristic of a cycle bottom.
$OBOL
$APU
$ZETA
$OBOL
$APU
$ZETA
#SaylorHintsStrategyBitcoinBuy
Arthur Hayes remains bullish on the Hyperliquid ($HYPE ) ecosystem but is seeking more asymmetric opportunities; believes it is time for an options DEX like Hypercall ($SYN ) to truly challenge Deribit. Purchased 6.16M SYN (~$2.2M) from FlowDesk. On the $BTC cycle, expects a possible drop to ~$40k in coming months amid divided views.
Arthur Hayes remains bullish on the Hyperliquid ($HYPE ) ecosystem but is seeking more asymmetric opportunities; believes it is time for an options DEX like Hypercall ($SYN ) to truly challenge Deribit. Purchased 6.16M SYN (~$2.2M) from FlowDesk. On the $BTC cycle, expects a possible drop to ~$40k in coming months amid divided views.
#USFuturesRise
South Korean President Lee Jae-myung announced today Samsung and SK’s “three major projects” investment plan exceeding 1,000 trillion KRW (~$650 billion) over the next 10 years, including chip industry cluster development in the southwest Honam region. Called a “historic achievement” to solidify Korea’s key position in the global AI chip supply chain.
$JCT
$ACT
$SPX
South Korean President Lee Jae-myung announced today Samsung and SK’s “three major projects” investment plan exceeding 1,000 trillion KRW (~$650 billion) over the next 10 years, including chip industry cluster development in the southwest Honam region. Called a “historic achievement” to solidify Korea’s key position in the global AI chip supply chain.
$JCT
$ACT
$SPX
#OilPriceRises
Gavekal reports low probability of a Trump-pressured Fed leading to runaway inflation. Kevin Walsh’s appointment as Fed Chair and reappointment of 11 regional Fed presidents have significantly reduced concerns over damaged monetary policy independence; the early June FOMC emphasized price stability commitment, surprising participants who expected a more dovish stance. This view supports USD and Treasury yields stability, lowers extreme policy risk premiums, and provides neutral-to-positive support for risk assets.
$SLX
$UB
$O
Gavekal reports low probability of a Trump-pressured Fed leading to runaway inflation. Kevin Walsh’s appointment as Fed Chair and reappointment of 11 regional Fed presidents have significantly reduced concerns over damaged monetary policy independence; the early June FOMC emphasized price stability commitment, surprising participants who expected a more dovish stance. This view supports USD and Treasury yields stability, lowers extreme policy risk premiums, and provides neutral-to-positive support for risk assets.
$SLX
$UB
$O
#USIranAgreeToHaltAttacks
US-Iran agree to cease mutual attacks and plan a meeting this week in Doha, Qatar focused on resolving Hormuz Strait disputes. Trump previously threatened to restart military action if Iran violates the ceasefire again. Iran’s Foreign Minister stated the Hormuz Strait will be under full Iranian supervision for the next 30 days. De-escalation signals are clearly positive for risk assets, pressuring oil prices lower and intensifying short-term volatility in safe-havens like gold, while overall risk appetite improves. Improved outlook for Hormuz Strait reopening directly eases oil supply tightness concerns.
$LAB
$CAP
$AWE
US-Iran agree to cease mutual attacks and plan a meeting this week in Doha, Qatar focused on resolving Hormuz Strait disputes. Trump previously threatened to restart military action if Iran violates the ceasefire again. Iran’s Foreign Minister stated the Hormuz Strait will be under full Iranian supervision for the next 30 days. De-escalation signals are clearly positive for risk assets, pressuring oil prices lower and intensifying short-term volatility in safe-havens like gold, while overall risk appetite improves. Improved outlook for Hormuz Strait reopening directly eases oil supply tightness concerns.
$LAB
$CAP
$AWE
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