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$GraniteShares 2x Short COIN Daily ETF (CONI.US)$ $Coinbase (COIN.US)$ $GraniteShares 2x Long COIN Daily ETF (CONL.US)$ Those who shorted are making a killing, while those who went long are losing big
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$Bitcoin (BTC.CC)$ doesn’t just move crypto… it moves stocks too.
When BTC rallies or pulls back, certain equities tend to amplify the move. Here are the main categories to watch:
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🏦 Bitcoin Treasury Plays (High Correlation)
These companies hold Bitcoin on their balance sheet — so their stock often acts like leveraged BTC exposure.
• $Strategy (MSTR.US)$ – MicroStrategy
• $Tesla (TSLA.US)$ – Tesla (historical BTC holdings impact sentimen...
When BTC rallies or pulls back, certain equities tend to amplify the move. Here are the main categories to watch:
⸻
🏦 Bitcoin Treasury Plays (High Correlation)
These companies hold Bitcoin on their balance sheet — so their stock often acts like leveraged BTC exposure.
• $Strategy (MSTR.US)$ – MicroStrategy
• $Tesla (TSLA.US)$ – Tesla (historical BTC holdings impact sentimen...

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$99SMART (5326.MY)$ Only by experiencing downturns can we see greater heights! Hold on, hold on—victory is still within sight! Keep it up! The closing price today should be 3.7, right?🤣😂😅💥👊
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I'm Steven. Today's topic comes back to Crypto and Crypto-related Stocks. ![]()
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Yet first of all, let's take a soul-searching question before we begin: Do you think the crypto sell-off is over?
In our previous note - Panic or Opportunity? Using COIN and MSTR Options to Trade Crypto's Crash, we argued that after the 2022 crypto crisis, Bitcoin’s price behaviour has become more stable. Absent a new “crypto meltdown” or a major fundam...
Yet first of all, let's take a soul-searching question before we begin: Do you think the crypto sell-off is over?
In our previous note - Panic or Opportunity? Using COIN and MSTR Options to Trade Crypto's Crash, we argued that after the 2022 crypto crisis, Bitcoin’s price behaviour has become more stable. Absent a new “crypto meltdown” or a major fundam...
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$SoFi Technologies (SOFI.US)$ is long term compelling, the hawkish economic reality delivered by the latest data (PPI & Retail Sale) is a fundamental headwind for the stock and the broader fintech sector.
Hawkish data, not in favor of rate cut.
In summary: The news is that the Fed wants to cut, but the economy's data doesn't seem to need it, making the December decision highly contentious.
Will the Fed come out to reassure us again?
What do you think?
Hawkish data, not in favor of rate cut.
In summary: The news is that the Fed wants to cut, but the economy's data doesn't seem to need it, making the December decision highly contentious.
Will the Fed come out to reassure us again?
What do you think?

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