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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

A reported major Binance security breach is driving Bitcoin discussion and a sharp selloff, with traders debating whether exchange-related concerns could spread across crypto or are being mistaken for a flaw in Bitcoin itself. Some see the pullback as a buying opportunity, while others warn of further downside and weakened confidence in exchanges.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels quarterly report and weaker-than-expected outlook are driving the selloff, with traders focused on prolonged PC-market weakness and manufacturing constraints despite stronger data-center results. The community is split between calling the drop an overreaction and buying the dip, and warning that the weak guidance points to continued business pressure.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks strong quarterly results, higher outlook and announced 8-for-1 stock split have been met with a sharp selloff, which traders link to broader weakness in chip and AI stocks after Intel and Amazon reports. The community is divided between dip-buyers focused on AI-driven data-center demand and skeptics concerned about risk-off sentiment, profit-taking and the cyclical outlook for memory pricing.

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

Strategys Q3 results sparked debate because a headline earnings beat was driven by Bitcoin mark-to-market gains while revenue missed, and the CFO transition added uncertainty. Traders also linked pressure on MSTR to Bitcoins selloff amid reports of a suspected Binance hack; bearish concerns over dilution and preferred dividends competed with dip-buying optimism.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples unusual resilience and gains while other mega-cap and AI stocks sell off have traders debating whether it has become a safe-haven, anti-AI rotation play, aided by its comparatively restrained AI spending. Bears argue the valuation is stretched and question demand and product quality, while the stocks run-up into earnings has raised concerns about whether results can meet expectations.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook sparked a selloff as slight misses and heavy AI infrastructure spending, which pushed free cash flow negative, overshadowed accelerating AWS growth. Traders are divided between viewing the spending and cash burn as a threat to returns and treating the strong cloud business as a reason to buy the dip.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Weak Amazon and Intel results, alongside concerns that heavy AI infrastructure spending may not deliver returns, are driving a broader tech-led pullback in the S&P 500; rising oil and geopolitical worries are adding to risk-off sentiment. Traders are split between expecting further downside and treating the selloff as a buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Amazon and Intel earnings and outlooks, coupled with renewed concern that Big Techs heavy AI spending may not deliver returns, are weighing on QQQ and other tech stocks. Traders are split between viewing the selloff as an AI-bubble unwind and seeing a dip-buying opportunity, with some also citing rising oil and geopolitical uncertainty as added pressure.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits earnings reaction centers on a weaker-than-expected fourth-quarter outlook, slowing user growth and declining Google search referrals, alongside plans to test a logged-in-only experience. Many traders fear the changes could further reduce traffic and undermine growth, while others view the selloff as an overreaction to otherwise strong quarterly results and see a buying opportunity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations and management raised its full-year delivery outlook, with the R2 ramp drawing attention. Traders welcomed the improved outlook but debated persistent cash burn and vehicle profitability, while some were frustrated that the share-price reaction seemed muted.

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Turning Point Therapeutics is a clinical-stage structure-based drug design company for the discovery and development of precision medicines for cancer and other diseases.  They focus on the design of novel chemical identities for established oncogene drivers with secondary resistant mutations, newly identified disease-driven targets, and potential targets regulating the tumor microenvironment and tumor immunity.

Turning Point Therapeutics Inc

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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