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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong third-quarter results and upbeat outlook for AI and compute expansion are driving attention, with analyst upgrades and Tesla merger discussions adding to the rally. Traders are weighing that growth story against concerns about high capital spending, valuation and a large share unlock.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs post-earnings selloff is centered on weaker-than-expected guidance and a reduced advertising outlook, despite an earnings beat; analyst downgrades and concerns about slowing growth and competition have added pressure. Traders are divided between expecting further declines and viewing the drop as an overreaction and a buying opportunity.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives upsized SATS preferred-stock offering has closed, and traders are focused on using the proceeds to expand its Bitcoin treasury, alongside recent Bitcoin purchases and a Bitcoin rally. Bulls see growing Bitcoin holdings as supportive, while critics argue the preferred dividends and ongoing share issuance create financing costs and dilution risk for common shareholders.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

The finalized GENIUS Act rules for stablecoin issuers are being viewed by traders as a positive regulatory development for Circle and USDC, alongside chatter about a Citi upgrade. The community is largely bullish on the rebound, though some are debating whether the breakout can hold.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets selloff is being discussed around upcoming earnings, with traders speculating that AI spending could rise sharply and debating whether AI competitors threaten Search advertising. Some see that risk as outweighing growth in Cloud, while others view the weakness as a buying opportunity and expect AI and Cloud demand to support the business.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia and precautionary closures of similar coasters during the investigation are fueling concern about safety, legal exposure, and possible damage to attendance. Traders are also focused on the companys heavy debt and weak financial outlook, while some see the selloff as a buying opportunity or potential short-squeeze setup.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Traders are linking the semiconductor rebound to SpaceX commentary that AI compute demand is exceeding available capacity, alongside upbeat AI-demand guidance from Super Micro. Bullish views see sustained AI infrastructure spending supporting chip demand, while bears remain concerned about debt, spending returns and whether the recent selloff signals a broader AI-trade unwind.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline toward new lows is driving concern about its losses, unit dilution from distributions paid in units, and whether the quarterly payout is sustainable; traders are looking to upcoming earnings for clarity. Some bulls point to IEPs CVR Energy stake and high short interest as potential support, while skeptics argue those factors have not reversed the prolonged slide.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros raised preliminary quarterly outlook, citing stronger AI-server demand and improved gross-margin expectations, is driving attention. Bulls view the update as evidence of accelerating growth, while skeptics point to execution, cash-flow and credibility concerns and frustration that the stock has given back some of its gains.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is drawing attention after a sharp, high-volume selloff broke a closely watched support level; some traders speculate about an undisclosed catalyst, but the messages do not confirm one. The discussion also reflects broader weakness in Chinese equities, with bearish frustration competing against value-focused buying and calls to accumulate.

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Bitcoin Is Jordi Visser's ‘Most Asymmetric Bet Ever’ As Tokenization Threatens To Upend Hedge Funds

Cryptocurrency

Visser wrote that tokenization meant "the destruction of hedge funds," and said hedge funds were already reaching out to ask what it meant for them.


VanEck Sees Bitcoin Reaching $500,000 As Gold Benchmark Supports Long-Term Upside Case

VanEck’s Matthew Sigel said Bitcoin is in an early recovery, with gold as the benchmark for its rise. 


Fidelity Macro Chief Jurrien Timmer Says Bitcoin Bull Market Is Back, Targets $300K By 2029

Bitcoin is far above Timmer's important $60,000 support level but still around 33% below its all-time high of $126,198 in 2025.


This Bitcoin Signal Has Flashed Just 4 Times In History, And The Prior 3 Coincided With Bear-Market Bottoms — Here’s What To Know

Bitcoin’s rebound above $80,000 puts focus on whether demand and longer-term technical levels could support further gains.

Bitcoin Sentiment Hits 2-Year High As Spot Demand Rises: Is A Market Turn Coming?

Bitcoin sentiment hit its strongest level since March 2024 even as the token stayed below $80,000 and spot momentum weakened. 


Bitcoin Rally Faces Fresh Risks From Fed, Oil, Yen And Bond Markets As Spot Demand Weakens  

Bitcoin's correlation with gold is at a six-year high, according to Bitwise, suggesting investors are using it as a hedge against U.S. fiscal threats.


Bitcoin’s ‘Coiled Spring’ Setup Has Economist James Thorne Bullish On The ‘Next Big Trade’

Economist James Thorne said his risk capital was in Bitcoin, though he flagged that a socialist-aligned Congress after the 2026 midterms could change his bullish thesis.


Eric Jackson Says Tom Lee Is Right About Bitcoin Leading Stocks – But The Signal Is Too Noisy To Bet On

Jackson said the pattern is statistically real but too noisy to provide a reliable trading edge over simply buying and holding stocks.


Bitcoin Printed A Death Cross For The First Time In Three Years – Why Analysts Think It Could Signal A Bottom, Not A Crash

Bitcoin showed recovery in August, but weak trading activity means the rally still needs confirmation.



Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth

Veteran investor Lawrence Lepard expects the Fed to be forced into another round of money printing, which he says could happen in 16-18 months.


VanEck Bitcoin ETF - VanEck Bitcoin Trust Beneficial Interest

Neutral Sentiment

<ul class="summary-bullets"><li>Jordi Visser called <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> "the most asymmetric bet I've ever made in my life" on Galaxy's podcast on Friday.</li><li>He said tokenization will push markets toward round-the-clock trading, so prime brokers could remark on hedge fund portfolios on weekends when liquidity is thin.</li><li>He pointed to Korea's plan for full tokenization by 2027, saying investors would want to trade on Korean prices around the clock to hedge their US portfolios.</li></ul>Wall Street veteran Jordi Visser called Bitcoin (BTC) "the most asymmetric bet I've ever made in my life," adding that the next big disruption from crypto could land on hedge funds.Speaking on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=G-HqvP7pjVk">Galaxy's Galaxy Brains podcast</a> on Friday with Alex Thorn, Galaxy’s (GLXY) Head of Firmwide Research, Visser said his Bitcoin bet was not about the next two or three years, but depended on what he thought would be “happening to all fiat assets relative to something that has no fundamentals.”<h2 class="st-heading-2">Why Tokenization Could Upend Hedge Funds?</h2>Visser, who is a former hedge fund manager, said that hedge funds were already calling him about tokenization. "They're reaching out on what tokenization means," he said, adding that the callers were names most people would recognize.He explained tokenization meant "the destruction of hedge funds,” because they traded around the clock. In a 24/7 market, prices would keep moving through the weekend. Visser said that meant a hedge fund's entire portfolio could be marked lower on a Sunday, when liquidity was thin, and prime brokers that lend to the fund would notice.Lenders "know that the price is different and they know that the P&amp;L you're going to have is different," he said. "It puts a much bigger microscope on risk management."<h2 class="st-heading-2">Why Korean Markets Matters</h2>Visser pointed out that the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-price-tom-lee-korea-stock-market-crash-crypto/cZxBQGjRBo1">Korean market could force</a> the shift, as it wanted full tokenization by 2027, and its stock market was heavily tied to the memory chip makers at the center of the AI trade.&nbsp;US hedge funds already checked Korea's KOSPI index first thing in the morning, he said. If Korean stocks traded 24/7, investors would want to hedge their US portfolios at the same time.&nbsp;"So I challenge anyone who says it isn't going to happen," Visser said. "It might take longer than we all think, but again, we're at zero right now."<h2 class="st-heading-2">Bitcoin Needs A 635% Rally To Reach Visser's Price Target</h2>Previously, Visser has made many bullish calls on Bitcoin. Last month, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=SjJxrTal_Sk">said</a> AI-driven demand and tokenization, combined with Bitcoin's scarcity, could push the apex cryptocurrency's price to $600,000 to $1 million if the crypto market expands toward $100 trillion.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> was trading at $81,612, down by 0.7% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bearish’ zone, while chatter around it stayed at ‘low’ levels over the past day.&nbsp;For Bitcoin to reach the lower band of Visser’s prediction, it would need to rally 635% from its current levels.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/apple-iphone-duo-demand-tracking-solidly-aapl-stock-best-week-september-launch/cZxk5cQRBtf">Apple's iPhone Duo Demand Tracking 'Solidly Out Of The Gate', Says Analyst As AAPL Stock Caps Off Best Week Since September Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, 'Bitcoin' coins are displayed on a graphic chart showing an upward trend, with the label '$100K,' in Ankara, Turkiye on November 23, 2024. (Photo by Hakan Nural/Anadolu via Getty Images)

Wall Street veteran Jordi Visser called Bitcoin (BTC) "the most asymmetric bet I've ever made in my life," adding that the next big disruption from crypto could land on hedge funds.

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