Picks and shovels plays of the photonics boom
$LITE | Lumentum: lasers for silicon photonics transceivers and CPO
$TSEM | Tower Semiconductor: silicon photonics foundry
$BESI | BE Semiconductor: hybrid bonding and packaging equipment for photonics
$VECO | Veeco: manufacturing equipment for photonic and optical chips
$AIXA | Aixtron: tools used to grow photonic materials like GaAs and InP
$SIVE | Sivers Semiconductors: laser chips and arrays for optical links and silicon photonics
$AXTI | AXT: InP, GaAs, and Ge wafers for optical devices
$COHR | Coherent: lasers, photodiodes, and other optical

Recent fortune isn't in crypto, it's in stocks
Not much to say about it
Been shorting altcoins and the market drops today
But it actually went up a few points instead
😂 shorted Tesla and bought some FIGR and ended up winning on both sides
I'm out of ideas, bro

Onchain identity just leveled up.
CrymboTech is now live on Aptos—bringing native identity that moves with transactions.
Verified. Decentralized. Privacy-preserving.
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The easiest way to know if the market is cheap or expensive.
One number. Free. Updated every week.
Go to Google.
Type "S&P 500 PE ratio Yardeni."
Click the first result.
Here is how to read it.
PE above 20-22:
Market is a little expensive. Future returns likely muted. De-risk a little. Less bullish options. Keep powder dry.
PE around 17-19:
Historical average. Fair value. Keep building the base portfolio & allocating options on ultra compelling setups.
PE below 14:
Market is cheap. Deploy capital. Sell portfolio secured puts. Buy calls. Keep ratios in check.
PE ratio is not the end all be all

$BNB
Entry Zone: 635 – 642
Targets: TP1 655 • TP2 670 • TP3 685
Stop Loss: 628
BNB pulling back to MA7 (~641) and prior range support after topping near 680.

also got to eat hot babaâ€"or hot food
(Note: "粑粑" (baba) is a colloquial Chinese term for food/meals, particularly warm/cooked food. The translation captures the casual, warm tone of the original.)

Never thought Bitcoin would boost the BTC/gold ratio in this way.
A tribute to gold!

$TAO
Attention‼️ Friends who caught the short 270, did you enjoy the meat?

Markets were waiting for rate cuts.
Now there’s a 27% chance of rate hikes this year.
The Fed is starting to worry that oil and energy disruptions could push inflation higher again, and the markets are not liking this at all.

🐋 WHALE WATCH: Pay attention to the revenue not the noise.
Hyperliquid just generated over $2,000,000 in fees in a single day.
Why this matters:
1. First time a decentralized perp DEX has consistently sat at the top of the total crypto revenue leaderboard.
2. Proves the HIP 3 RWAs/Commodities expansion is working Oil and Gold perps are fueling the fire.
3. Most of this value is accruing directly back to the ecosystem.
The king of the on-chain orderbook.

【$BTC】No Position, 4H Volume Contraction/Consolidation with Depth Imbalance/Main Force Outflow
$BTC Buy-side depth is 47.8% thinner than sell-side, with main force capital continuously flowing out. 4-hour volume has contracted to 1/3 of previous levels, with price repeatedly testing near the Bollinger Band lower band. While MACD histogram bars are narrowing, they remain below zero. This volume contraction under depth imbalance often signals a reversal ahead—when risk/reward is unclear, the best strategy is to wait.
🎯Direction: No Position🛡️Strategy: Wait for price to clearly break above 700

Pay attention to this $WAXP Light position first with a portion. Tomorrow the daily level should still produce a strong bullish candle.

【$ZETA】Long, 4H Breakout/Funding Support/Negative Funding Rate Play
$ZETA On the 4-hour level, volume and price surge together breaking the previous high, with stable open interest—this is real money entering. Negative funding rate reaches -0.21%, but there's massive order book depth around 0.0574, putting shorts at risk of a squeeze. After the MACD golden cross, momentum has slightly converged, but EMA20 and EMA50 have formed a bullish alignment with solid support below.
🎯Direction: Long🛡️Strategy: Batch take-profit, guard against pullbacks⚡Entry: 0.0551 - 0.0565🛑Stop Loss: 0.0549🚀Target

Do you know why $BTC is holding up better than the $SPY??
BTC is down 45% from the top
SP500 is down 6.9% from the top
Everything is relative

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Just looking at BTC's peaceful times, I didn't notice that US stocks had such a day with this triple witching today....
Nasdaq and S&P 500 both broke through levels..

🚨 U.S. SENATORS JUST REACHED A DEAL WITH THE WHITE HOUSE THAT RESOLVE CRYPTO STABLECOIN YIELD ISSUES WITH BANKS
MASSIVE STEP FOR CRYPTO 🚀

Most people in crypto are chasing pumps.
Smart money is chasing positioning.
They’re not asking:
“Will this 2x?”
They’re asking:
“Will this still matter in 2–3 years?”
Big difference.
Because narratives change fast:
AI → RWAs → Gaming → Memes → repeat.
But infrastructure?
It compounds quietly.
That’s why moves like this matter:
@Mastercard just spent ~$1.8B on a stablecoin infrastructure company.
For a business doing ~$40M revenue.
45x.
Sounds expensive?
It’s not.
That’s not a purchase…
That’s positioning.
They’re not buying earnings.
They’re positioning for where money moves next.
We’re shift