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adding to silver long

Taken a small position in INJ.

Flipping the 200d EMA, ready to move higher - in the footsteps of NEAR.

Targeting roughly $8.

Coins to watch into the weekend:

NEAR is the new leader while HYPE and ZEC cool off - but those two could give good re-entry points and take charge again

ONDO & INJ seem interesting to me from a continuation standpoint, both are trying to flip 200d EMA into support today.

Not on this chart, but VVV could get continuation too - currently trying to flip local highs.

Do so successfully, and I expect the three of them to step more into the spotlight again next week.

META Daily Chart Cycles

• META has a cycle trough in October.
• Many stocks I looked at have cycle troughs in October; Exceptions that I noticed are NVDA and TSLA, which I think have cycle troughs in late August or so.

Big up day in Softbank on the back of the OpenAI IPO announcement. If the valuation of OpenAI is much higher that where Softbank has invested lately, then this is bullish. On the other hand, does the IPO, and that of xAI show that debt markets are closed off to LLM makers? If Oracle starts to perform better, or Softbank hits new ATH, then I cover.

Bitcoin BTCUSD Weekly Bearish Engulfing & BTC CME Candlestick Comparison

On the left, we have BTC CME Futures, and on the right we have BTCUSD Coinbase.

We are going to start with Coinbase on the right. This is a Bearish Engulfing

These can be a bearish reversal pattern and tends to work fairly well. They lead to reversals roughly 65% of the time

Based on my observations in Bitcoin over time, these aren't usually tops. They're short-term reversals. that eventually a higher high is made from. More often than not they're like warning sign that a reversal is coming, less so there is one

It is still a very bearish signal and we might have seen the top. I tend to think one more push up to really confuse things because a lot of people still see this as having topped

Bitcoin CME on the left shows a the wick on the current weekly hammer touching the topside of the weekly candle from several weeks before

This is right where the Bollinger Band basis is. Below there this should head to new lows next. H

With NVIDIA earnings after the bell today, I shot a quick video on what to expect. It's not about the chips. It's about the infrastructure war underneath all of it.

NVIDIA is no longer competing against AMD. It's competing against Amazon. Against Google. Against Anthropic. Against every customer it built dependent on it. The largest company on the planet reports tonight and Wall Street is going to spend twelve hours obsessing over revenue, margins, and Blackwell demand.

We are focusing our attention on what's underneath all of that...

Paying close attention to ZEC here.

Lots of strength recently similar to HYPE, with a nice S/R flip at the moment.

Hold it and we're looking ready for expansion into uncharted territory.

$NIO Long Continuation

NIO is one of the tradfi plays that we have been discussing on the WOLF trader talk spaces pretty consistently. It recently pulled back and moved below previous month low and has now moved back above that. Notice it also filled the daily gap.

Let's see if we can get the full move up!

MTAR Technology is now 3x in 6 months

Market cap up from 7700cr to 23000cr

Have ran up too much in short time. All those who are holding can book profits as valuation comfort has reduced and possibility of a re-rating is very less.

The post important meeting between China and Russia in the last 20 years:

This should be the start of a multi-year gas bull market. 20 BCF of gas needed for LNG terminals, datacenters and reindustrialization.

MOVE INDEX

·         MOVE measures expected volatility in the U.S. Treasury bond market over the next 30 days. In other words, it tells you how much the market expects 10-year (and other) Treasury yields to swing around in the near term.

·         It is expected to calm down toward July, then we could see increased volatility toward October, as per the estimated cycle composite.