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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins sharp rebound has fueled talk of a breakout, with bullish traders attributing the move to short covering and possible institutional buying. Others call it a temporary pump and are watching resistance and support before treating the rally as confirmed.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins rebound and recent strength are driving attention to Strategy as a leveraged Bitcoin proxy, with a Citi upgrade adding to the bullish discussion. Traders are divided between expecting further gains or a short squeeze and warning that Bitcoin weakness, dilution, and MSTRs volatile price action could bring more downside.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

A sharp rebound is drawing attention, with traders focusing on WOLFs reportedly high short interest and options activity as fuel for a possible short squeeze. Bulls also point to the companys AI data-center opportunity, while bears argue its losses, negative margins and cash burn leave the rally vulnerable.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Michael Caputos appointment to the Presidents Cancer Panel and his public exchange with ImmunityBio founder Patrick Soon-Shiong have sparked speculation that the companys Anktiva cancer-therapy program could gain policy attention or face a faster regulatory path; no such change is confirmed. The sharp, high-volume rally without a company announcement has also fueled short-squeeze and institutional-buying theories, while some traders question whether the move can hold without concrete news.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is drawing attention as shares push toward record highs amid strength in AI-related semiconductors, with traders pointing to bullish options activity and a potential technical breakout. Sentiment is mostly optimistic, though some traders warn of a possible double-top or pullback, and talk of a Texas/Terafab link remains speculative.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is attracting attention as the Magnificent Seven show renewed strength and press toward fresh highs, with traders highlighting breakout setups and mega-cap leadership. The bullish momentum is tempered by concerns that market gains are concentrated in a few names, alongside debate over AI spending and whether leadership will broaden.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Toshibas reported plan to expand hard-drive capacity has sparked concerns that added competition could weaken Seagates pricing power and the tight-supply thesis behind its AI data-center storage business. Traders are divided, with some fearing a longer-term shift in HDD competition and others calling the selloff an overreaction because the ramp would take time and storage demand remains strong.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is drawing attention as shares rebound toward 52-week highs, with traders highlighting AI-cybersecurity demand and its valuation discount to larger peers; many speculate it could attract a big-tech buyer, though no bid is confirmed. Others argue the discount reflects execution and profitability risks, pointing to post-earnings concerns about guidance and large-customer additions.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

Traders are focused on XLVs technical pullback and repeated Blue Box support zones: some see buyers defending support and the broader bullish setup intact, while others expect another corrective dip. Healthcares defensive appeal and relative strength amid a choppy market add context to the discussion.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Oracles force majeure notice tied to the Blue Owl-backed Project Jupiter data center is driving concern about potential delays and reduced returns on the financing, though some traders argue it is not a cancellation and Blue Owl says the projects financial commitments are unchanged. The debate is playing out alongside optimism that redemption requests at Blue Owls private-credit funds are easing.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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