Public feed

BIG NEWS: Ethena x BlackRock.

$ENA is bullish for institutional adoption!

BlackRock’s Aladdin, the investment management platform used by some of the world’s largest financial institutions, supports firms managing over $20 trillion in assets (absolutely crazy).

This integration makes it much easier for institutional asset managers already using Aladdin to gain exposure to Solana ($SOL) within their existing portfolio management and risk systems.

Congratulations to @ethena! This is an important first step that strengthens the protocol’s utility and opens the door to broader institutional adoption in the future.

DeFi: @ethena

Gold (GC) Cycle Price Targets

·         I have been talking for several months about a cycle trough in July.

·         My reading of the cycles is one more down-up sequence before a low of sorts is established in July.

The next target for the 40W cycle is shown below; GC may bounce from there, though I have another longer cycle target in the 3400-3500 area.

Summer Rally?

• July summer rallies have been a tradition.
• Will dominant NDX cycles spoil the party this year?
• According to the 3 dominant NDX cycles, July could be red for the stock market.
• Maybe a bounce in late July and early August

US Dollar Speculators vs Cycles

• Speculators are extremely bullish on USD, just as the cycles turn.
• This pattern keeps repeating. They will never learn.
• The Hurst nominal 40-week cycle (actual 35 weeks) is about to roll over.

When Nifty stagnated for 2 years, This is what happened after that

Historical data shows strong rebounds:

- 1 year returns ranged 5-50%

-3 year CAGRs 7-40% across 10+ periods

Between May 2024-26, Nifty returns ~2% CAGR

Sources Data- Edelweiss AMC

Magnificent Seven 16-Week Cycle

• $MAGS is oversold and due for a bounce
• It is in the 16W (Hurst nominal 20W) cycle trough range
• This cycle can provide about 8W +/- bounce, though under pressure from the nominal 40W cycle pointing in the opposite direction
• Then a confluence of nominal 20W and 40W cycle troughs in Oct-Nov'26 should align with a low of significance in $MAGS price

Software Sector ETF (IGV) Analysis

• IGV is oversold and can bounce toward August, then down into early 2026.
• The decline from Sep'25 was an impulse in five waves, and the bounce since Apr'26 was in 3 corrective waves
• The expected multi-week bounce should again be corrective, then impulsively down
• The best-case scenario is the black count with a target in the 60s
• The worst-case scenario is the red count leading to much lower levels over several years
• Even under the black count, IGV can go much lower over 4 +/- years; black (C) can be Primary-A of a much bigger correction, with a Primary-B bounce into 2028 and Primary-C down into 2030.

Short NQ and NDX Cycles

• Let's examine closely NQ and NDX, short cycles first
• NDX short cycles are aligned with the positive seasonality toward the 4th of July
• NQ short cycle could provide an upside bias toward late July; it is somewhat puzzling that they are not closely aligned
• However, L+VL and S+L+VL cycle composites are pointing down and they may suppress short cycle and left-translate them
• I will show the three dominant NDX and NQ cycles next

VW 2008 Short squeeze vs today's crude oil

long silver - daytrade

That's what we wanted to see on Mission (AVO)... Good signal. 8/20 setup with insider buying... That's as good as it gets.