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Market update

today was a bond-market day wearing an equity-market costume. The 10-year spiked to its highest since 2002 in the morning and took everything down with it — the S&P fell 0.7% at the lows before a strong $39B auction brought yields back down and stocks clawed back to finish nearly flat, with the S&P closing at 7,801.77, down just 0.22%. But don't let the flat close fool you: small caps fell 1.3%, the average stock equal-weight lost 0.8%, and it was narrow megacap leadership doing all the work. The 2pm Fed minutes leaned hawkish — most officials see another hike as likely this year — so the ceiling on rallies stays in place until yields cooperate. After the close, $APLD printed a monster revenue beat $341.9M vs ~$116-135M expected with base rent stepping up on schedule, which is a second straight counterpoint to the deployment-pushout fears and gives AI infrastructure a positive backdrop into tomorrow. Watch the 10-year around 5.30%: below it the relief trade continues,

The Downside of What I Do

Unfortunately, I have been saying a few things:

Huge macro correction

Tons of massive cycles coming to an end all at>

Largest degree bear market ever in stocks

First secular bear Bitcoin

Metals take a hit at first

Oil goes nuts

Money pours into the dollar

Possible war

But what I didn't realize I might be predicting, was the fucking plague

The second death was confirmed. Russian citizens are freaking out and media is saying the gov is covering it up

The US is demand Russia provide intel and is in violation of global laws

This isn't a joke

Even if this isn't that BAD from a casualty standpoint, this could be that bad from a PANIC standpoint

Now, just like I was saying. If we have a stock market bubble, bonds breaking, metals already pumped, Bitcoin is weak, alts are dead... omg there was never any chance Bitcoin found a bottom

Now what happens is, the magnitude of the collapse is such a shocking VIBRATION, future cycles will likely be alters for some time, as volatility is so

Trading Levels

$COIN $186 — Sitting right on the 200-day at $185, so this is a make-or-break zone. Reclaim $187 opens $192–195; lose $185 and $180–181 comes back into play. I want confirmation before adding. - Trading setup

$GOOGL $345 — Back above all major MAs after the flush to $335, with $344–345 now the key support. Hold that zone and $355 becomes the next target. The 200-day at $339 is the bigger line underneath. - My LT

$SPY $775 — Trend remains bullish above all EMAs, with momentum improving. $777.50–778 is the breakout zone; a daily close above $778 can open new highs. $762–766 is the pullback support area.

$SPCX $172 — Blue-sky breakout continues after clearing $170 with strong momentum. $175 then $180 are the next levels, while $164–165 is now the key breakout support. Don’t chase the premarket spike; let it settle and hold. - Trading/ LT

$TSLA $381 — Breakout confirmed above $375–376, with $386 next and $393 (200-day) after that. Old resistance at $375–376 should now act as