watchdog

$Circle (CRCL.US)$ bounced back above 84 after that sharp pullback. stablecoin infra is volatile but the structural story is intact 🪙

$Coinbase(COIN.US) $BitMine Immersion Tech(BMNR.US) $Strategy(MSTR.US) $Grayscale Bitcoin Mini Trust ETF(BTC.US) In a risk-on market, this can fly. But always have an exit plan

$BitMine Immersion Tech(BMNR.US) rose for two days and then fell all at once...

not adding here. lock-up expiry is coming and that's a wall of supply i don't want to stand in front of. holding my small starter position from the $135 IPO price (still green, somehow) but i'll only size up after the lock-up flushes out the weak hands. patience over fomo this time.

$Strategy(MSTR.US)  up almost 9% today as Bitcoin bounces back above 68k. The ultimate leverage play is waking up. Shorts feeling the heat with 14% of float borrowed

$Coinbase(COIN.US)  still a mess, continue waiting...

State of the Union speech, new 15% tariffs, Epstein investigation headlines - $Trump Media & Tech(DJT.US)  down only 0.7% premarket . Either all the bad news priced in at $9.89 or market just numb to this ticker.

$Intel(INTC.US)  still feels like a turnaround story, not AI winner yet 😅 Foundry investment heavy, AI roadmap adjusting, market still comparing vs $NVIDIA(NVDA.US) /$AMD(AMD.US) 

CoreWeave’s shift from crypto mining to AI compute with Nvidia backing makes it feel like cloud infrastructure 2.0, but high insider sales and execution risks are discussion points among bulls and bears alike.

ngl Intel jumping 4.4% on the 18A Xeon reveal shows there's still room for the right AI infrastructure play 🚀 NVDA can't own everything forever

$AMD(AMD.US) With all this AI news, why isn't AMD moving more?😪

$SpaceX (SPCX.US)$ lists today at 135 for a 1.75 trillion valuation, biggest IPO ever. trying for a few shares once it trades 🚀

BTC at a three month low with the longest losing streak since August, and crypto ETFs bleeding with it. risk off is real this week 🧠

the memory ETF DRAM just tracks MU and SNDK, so of course it gave back with them today. basket exposure, nothing surprising here

$Meta Platforms(META.US) Meta teaming up with Alibaba in this move is truly unexpected. I thought big tech would at least keep up appearances, but now they’re not even pretending anymore. The synthetic data push is too aggressive, and Qwen jumping in just adds to the tension. They’re milking retail investors without blinking—everyone who was hyping open source just days ago seems to have collective amnesia. From what I can see, all the major AI players are now caught in an involution over monetization paths, a far cry from the vision they preached before.