Public feed

Trump put tariffs on imported drones. Signed yesterday, effective September 3. Anything over 25 kilograms or carrying thermal imaging gets hit at 100%. Smaller drones get 25%. Allies get 15%.

The reason given is national security. We buy too many drones and drone parts from overseas, mostly China, for something the military now depends on. The tariff is meant to force that production back home.

Whether it works long term is a different conversation. What matters this morning is that every foreign drone in this market just got more expensive, and the domestic makers didn't have to do anything to gain the advantage.

Kratos (KTOS) is the one we know best. The stock has been in a slump all year, working off a huge run from last year. Support has held around $50. It's up about 3% this morning, sitting right at its 200-day moving average. Clear that and turn it into support, and the year's damage starts to repair. Above there, $70 is the next base.

Red Cat (RCAT) has the same story on the chart.

The 3-2-1 Crack spread is the best barometer to understand whether a move in crude oil prices is genuine or fake - based on that, the move in the past 48 hours is pretty fake

Not surprisingly, diesel prices remain very elevated,

$SPX Wedges

$SPX is testing the upper trendline, are we looking at a throwover and potential reversal?

There have been two clear downside tests at the lower boundaries of both smaller and larger wedges.

Will these tests turn into more buy-the-dip opportunities, or could they fail?

What happens if Test 2 doesn't hold? Where do you think $SPX could be headed next?

Remember, gaps are magnets.

NDX Short Cycles

• Short cycles for NDX
• Similar for SPX and SOX

-> Likely a weakness next week

The biggest $MAGS holding is T-Bills at 53.4%

Are you buying $MAGS to participate in Magnificent 7 stocks?

If yes, you are mistaken.

$MAGS holds mostly T-Bills and corporate bonds

Normality a spike in the KDP High Yield is mega bearish. This time not. Misprint? Or are markets ignoring credit?

UPDATE: altcoin gems "The next $PUMP"

--------------

--------------

--------------

$MET - Meteora

Satu-satunya kandidat yang berpotensi menjadi $PUMP berikutnya adalah $MET

Mereka sama-sama memiliki mekanisme "buyback" walaupun $MET tidak sebesar atau semasif $PUMP? tapi layakndi coba.

Dari postingan sebelumnya: $MET naik +25% dan belum terlalu signifikan di banding $PUMP

Saat ini ? saya pikir area masuk yang lumayan oke. Dan best buy ketika $MET ada di box abu: 0.14-0.12.

Saat ini, bisa masuk sedikit dulu jika tertarik dengan $MET !! dan jika $MET berhasil menjebol: 0.179 maka ?

Next target berikutnya: 0.24-0.31.

Altcoin gems: target 20-40% 💎

----------------

----------------

----------------

$YB

Jika kalian ingat DeFi $CRV ?

sebelumnya $CRV kan naik kencang, sudah saya post disini dan di semua tempat.

Nah ini ada satu yang menarik $YB

jadi $CRV sama $YB itu ibarat kata: kakak dan adik.

Versi jelasnya:

Kesamaan $CRV dan $YB:

• Sama-sama proyek DeFi.

• Sama-sama menggunakan konsep veToken / token locking.

$YB punya hubungan langsung dengan Curve, karena dibangun oleh founder Curve, Michael Egorov (sama).

Keduanya berfokus pada efisiensi yield dan likuiditas.

Intinya: $YB bisa dibilang membawa banyak DNA Curve $CRV ke generasi DeFi berikutnya.

Siklus lalu $CRV berhasil

kalau siklus kali ini apakah $YB akan berhasil ?

Mirip: $MORPHO saat ini

dan $AAVE siklus lalu, jadi bisa di pertimbangkan buat altcoin $YB

Tambahan:

Ada whales mulai rotasi altcoin dia sebelumnya ke $YB (hari ini), dan wallet dia saat ini ada $5M $USDT

Besides a large trader rolling his puts into Nymex crude oil futures options into September expiry, nothing big in the options market yesterday, with roughly equal call and put options volumes (perhaps why the crude oil price crush faded)

Nevertheless, the upcoming options expiry remains skewed on puts and that might weight on the price unless a new catalyst is strong enough to drive the price higher sending more puts OTM / more calls ITM and cause market makers delta hedging rebalancing that can support the upward move

UPDATE: altcoin gems $INX naik +26%

---------------

---------------

---------------

$INX sudah naik +26% dalam waktu 1 hari

selamat buat yang ambil $INX kemarin.

Btw, kalo profit di $INX ? share dong 👌🏻

UPDATE: altcoin gems 20-80% 💎

---------------

---------------

---------------

$ENA mulai bounce !!

salah satu DeFi yang banyak di akumulasi "Smart Money" termasuk mantan dev exchange @CryptoHayes lagi akumulasi $ENA

NOTE: Portofolio sub juga hold $ENA