Breaking: President Trump has disclosed more than 1,000 trades in June totaling up to $263M
Recent purchases include: • Visa, $Visa(V.US), Berkshire Hathaway, $BRK.B, Mastercard, $Mastercard(MA.US), and Cintas, $Cintas(CTAS.US)
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🌟🌟🌟If you are looking for proof that Crypto Winter has melted, the fundamental data points to 3 catalysts:
1. Bitcoin spot price has jumped, hitting a USD 72,500 baseline.
2. The Clarity Act has gained traction in the US Congress.
3. The world's largest asset managers including BlackRock, Visa, Mastercard and DTCC are actively launching institutional tokenisation infrastructure. With real world assets, corporate bonds and money market funds being absorbed in the blockchain pipeline, the technological foundation of global finance is being permanently rewritten.
$iShares Bitcoin Trust ETF(IBIT.US)is a good way to get back into the crypto market. It tracks the physical spot price of Bitcoin and its fund manager is BlackRock, the largest asset manager in the world.
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Featured☕️ [Task Coins Giveaway] Daily Market Talk — Walmart Crashes 9% as Moderna's Rally UnravelsTwo of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
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$XL2CSOPHYNIX(07709.HK) is temporarily slightly underwater, holding a total of 4000 shares.
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Speedrun | Upcoming Events This Week - [July 27 - July 31, 2026]
Stay informed on events/news for the coming week.Market Overview & Sentiment> AI Trade Correction: High-beta AI names have faced a sell-off since early June, and the Philadelphia Semiconductor Index has experienced downward pressure. > Seasonal Headwinds: Moving into August, historical data from BofA notes that the August–to–October period tends to be the S&P 500's worst 3-month stretch (averaging -0.02%), making this week's earnings and economic data critical for the market's near-term direction. Geopolitics (Iran Conflict Update)> De-escalation: The U.S. temporarily halted planned escalations against Iran due to concerns over depleting the Pentagon's Middle East stockpile of Patriot interceptors and air defense munitions. > Ceasefire Stance: Iran responded by stating it will halt its attacks for as long as the U.S. does. > Political Pressure: With the midterm elections only two months away, the administration faces high incentives to secure a lasting deal to prevent prolonged energy market volatility. Earnings Calendar Highlights> Heavyweight Releases: This is the most important earnings week of the quarter, featuring reports from major hyperscalers, Apple, Amazon, Microsoft, and Meta, alongside bellwethers like Mastercard, Visa, Coca-Cola, UPS, Qualcomm, and Arm. > Hyperscaler CapEx Focus: Following Google's recent quarter—which featured a beat on earnings but triggered its first quarter of negative Free Cash Flow (FCF) due to surging CapEx—investors will be closely watching whether competitors follow suit in aggressive AI spending. > Apple & Pricing Power: Apple reports following recent consumer device price hikes driven by higher memory costs; markets will look for signs of potential demand destruction. Economic Calendar Highlights> Fed Interest Rate Decision (Wednesday): The Federal Reserve is widely expected to hold interest rates steady at 3.75%. Attention will center on the post-decision press conference regarding inflation trends and policy outlook. > GDP & Inflation (Thursday):Core PCE: The MoM change is anticipated at 0.1% (down from 0.3% last month). GDP Growth Rate (Advanced): Estimated to come in at 2.3%, slightly ticking up from the previous 2.1%.Link in replies 👇Long image
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Stripe + Advent is taking advantage of PayPal's fallen market value to attempt an acquisition of a direct relationship with consumer which they current lacked (being in B2B). Doing this could boost profit margin as they could route transactions internally through strip and PayPal and bypass Visa and MasterCard, this saving fees.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the CrownBig rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
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$Circle(CRCL.US) getting hit again as a new stablecoin backed by Visa, Mastercard and BlackRock comes after USDC. this is the whole risk with Circle. the tech isn't the moat, distribution is, and now the payment giants want the pie for themselves. not touching it until we see whether USDC market share actually holds up.
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Piper Sandler Bill Carcache initiates coverage on Visa, Block, Affirm, Capital One, Mastercard, American Express, PayPal
$Block(XYZ.US) $Affirm(AFRM.US) $Capital One Financial(COF.US) $Mastercard(MA.US) $American Express(AXP.US) $Visa(V.US) $Paypal(PYPL.US)
