Public feed

$PEPE is up +21%, following the strong momentum from $BONK and $FARTCOIN.

Today, $PEPE rallied 21% from my OTL entry, even though I allocated only 1% of my @SliceApp portfolio to the trade.

July is starting to look like the month where memecoins take the spotlight again.

The big question now: Will $PEPE break out of its Falling Wedge pattern?

If it does, the move could be explosive.

As for memecoins that haven’t made a significant move yet, I’m still watching:

• $WIF
• $PENGU
• $GOAT
• $MOODENG

I’ve already shared my OTL thesis on all of them previously.

The memecoin rotation may just be getting started.

Gambling mode ON $THE ?

"just buy a little bit, take a risk."

The S&P 500’s long-term internals are flashing warning signs most people are ignoring.

Cap-weighted vs equal-weighted correlation just hit a record low of 78% (average is 96%).

At the same time, the High-Low Logic Index is extremely elevated.

Historically, this combination has preceded nasty corrections.

Goldman Sachs Research says gold should rally in the 2nd half of 2026 as 45% of the 76 central banks expect to increase their own gold reserves over the next 12 months.

I agree. There will be Gold O'clock time soon.

Has the Semiconductors Index Peaked?

Cycles think so.

What is your assessment?

🚨 BREAKING: $SUI is launching a public Mainnet experiment on July 4.

Anyone will be able to log in with just an email and send fully sponsored transactions through “tunnels” as the network attempts to reach 1,000,000 TPS.

If successful, this could become one of the most ambitious real-world performance tests ever conducted on a live blockchain.

I run an experiment on X

I shared a post with the inverted long-term WTI chart, hiding the reference to it and the prices, and I asked my audience on X a simple question: whether they believed that chart was bullish or bearish. 60% replied bearish and 40% bullish.

However, if you look at the money managers' surveys asking whether people are bearish or bullish on oil ~90% will answer bearish (and they are positioned accordingly)

This proves how the current oil prices are almost entirely driven by expectations based on a misleading mainstream narrative that we know is totally detached from any fundamental

Update: $GRIFFAIN

Price is currently trading at a key support zone (green area), which has acted as a strong base multiple times in the past.

As long as this support holds, the probability of a rebound remains high, with potential upside following the path shown on the chart.

A simple stop-loss is placed at the red level ($0.0061). If price closes below that level, the bullish setup is invalidated.

Low risk, attractive reward. As long as support holds, I remain bullish on $GRIFFAIN.

Why I Bought $PYTH 👇

• It’s part of the Solana ecosystem $SOL, which I believe still has strong long-term growth potential.

• The team has started using protocol revenue to support token buybacks through the PYTH Reserve, creating a direct link between network adoption and token demand.

• Major token unlock pressure is largely behind us. While some scheduled unlocks remain, the next significant unlock event is not until 2027, reducing near-term dilution concerns.

• Pyth is one of the largest oracle networks in crypto, providing real-time market data across more than 100 blockchains and hundreds of applications.

Because of these factors, I believe $PYTH still offers an attractive risk/reward profile for the medium to long term.

Not financial advice. Always do your own research (DYOR).

🚨 First Update: Memecoin Gems — $FARTCOIN 💎💨

A retail / mini whale has accumulated and is holding 1.4M $FARTCOIN, worth approximately $177K USDT.

This isn't a major whale wallet — it's a public participant, just like most of us. 😄

On the other hand, there's also a whale with a $1.75M portfolio actively accumulating this sector.

Current holdings:

• 9.94M $FARTCOIN ($1.23M)
• 68.19M $PENGU ($463K)
• 47.31M $PUMP ($65K)

The majority of this portfolio is allocated to $FARTCOIN, suggesting the highest conviction is in this coin compared to $PENGU and $PUMP.

From a technical perspective, $FARTCOIN still appears significantly undervalued on both the 3D and 1W timeframes.

Current Price: $0.12
Previous ATH: $2.50
Invalidation: Below $0.08

At the very least, the coin still has upside momentum from current levels, and the risk/reward setup looks attractive to monitor.

Wallet: 👇🏻
https://arkm.com/explorer/address/CRcheT7YEMRS6TzFEyxDEC8urw57YL4voiESdV2xkMv2

Personally, I think it makes sense to start building a s

Crude Oil Market Update

The EIA reported another large draw of crude oil for a total of 9.3m barrels for the week ending on the 26th of June, of which 5.5m barrels are SPR, confirming the US continues to hemorrhage crude oil inventory while crude oil prices continue to go down.

The mainstream narrative, heavily influenced by messaging coming unilaterally from the US government, continues claiming that crude oil is now flowing out of the Strait of Hormuz. So far, we don't see any meaningful drop in US exports whatsoever, though, which remains elevated at almost double the pre-war level.

The most important piece of information in this report was the confirmation that Cushing inventories are now at tank bottoms. As you can observe in the last table, crude oil inventory draws were reported in all PADDs, including the Midwest, while Cushing was the ONLY build. Clearly, crude oil was shifted into Cushing to keep it operational. Now the big question is how long can this continue before all othe

🚨 Super Bullish for $ENA.

Robinhood has chosen Ethena as the core infrastructure for its new on-chain crypto earn product.

This means:
• Ethena’s products become the primary collateral.
• Integration with Robinhood Chain.
• The first decentralized lending product available directly inside the Robinhood app.

This isn’t just another partnership it’s a major step toward bringing DeFi to millions of mainstream users.

Very bullish for $ENA.

Nike (NKE) Update

Nike (NKE) already reported its Q4 FY2026 earnings yesterday (Tuesday, June 30, 2026), after market close. Key Details from the Report:

• Earnings beat expectations.
• Revenue slightly beat estimates but showed ongoing challenges (especially in Greater China).
• Stock reacted negatively in after-hours trading due to cautious guidance but bounced today.
• I think circle-v will be an ending diagonal as shown
• That is, an a-b-c down will likely complete the pattern and provide a long opportunity

Where Are Treasury Yields Headed?

10-year Treasury yields are forming a multi-year triangle pattern.

Once wave E of the triangle completes, likely in Q1 2027, 10-year yields should break out to new highs, marking the final thrust from the triangle.