What's really moving these markets
Big Tech

Is the Mag 7 trade falling apart?

Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.

Bitcoin

Trump will get his crypto bill passed

I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a word of caution on…

Bitcoin

Bitcoin is going to $100k

Trump's opportunity to unite the country… What's behind the tech selloff? … Should you buy the dip in semiconductor stocks? … Larry Fink is now pro-Bitcoin… When will Ethereum ETFs get approved? … And why Bitcoin is going to $100k.

Walmart sets the stage for crypto payments

Walmart plans to add crypto payment options... Fidelity is about to roll out Ethereum access to institutional investors... Solana sinks after suffering its fourth major outage of 2022... And Kraken gives in to EU requests to freeze Russian operations.