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🧠 BBX | Crypto × Equity × RWA Connecting crypto intelligence with equity markets — from data to execution. 🔗 https://t.co/F3gJSAUqfy
Web3 & Wall Street 2.0
Joined May 2024
"Double Whammy": War Fears & Sticky Inflation 🚨 The markets are closing out February in a state of high-alert. Between red-hot PPI data and escalating US-Iran tensions, we are seeing a violent rotation into hard assets: - PPI Shockwaves: Jan Core PPI doubled expectations at
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Despite a stellar Earnings Report, $NVDA dropped 5.5% on Feb 26th. The market is no longer looking at revenue beats, it's looking at "Moat Erosion" and "CapEx Fatigue." Key signals: 🔹 The Moat: Meta & Google just inked a multi-billion deal for Google TPUs. AMD is moving in
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🇺🇸 The US Pentagon has reportedly delivered what it calls a “final” proposal to Anthropic, pushing for unrestricted military deployment of its AI before a Friday deadline. What’s at stake: • Defense officials have floated labeling Anthropic a “supply chain risk” if it refuses
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$NVDA Q4: $68.1B Revenue. 75.1% Margin. 73% Growth. 🚀 The "AI Bubble" narrative leaked. We’ve officially moved past the speculative phase and entered the era of The Sovereignty of Compute. Here’s the reality Wall Street is missing: • Data Center is the new Oil: $62.3B in a
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Anthropic is no longer an AI startup, it’s the new OS for Global Finance. The shift of Anthropic from "AI Destroyer" to "Strategic Infrastructure" is recalibrating the entire Equity market. 1⃣ From Disruption to Empowerment Anthropic is no longer trying to "take over"
🚨 Anthropic just rolled out Claude Cowork with 10+ enterprise plug-ins — connecting AI directly to investment banking, HR, design, and research workflows. This isn’t a demo. It’s AI moving straight into core business operations. No wonder traditional software stocks are feeling
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🚨 Anthropic just rolled out Claude Cowork with 10+ enterprise plug-ins — connecting AI directly to investment banking, HR, design, and research workflows. This isn’t a demo. It’s AI moving straight into core business operations. No wonder traditional software stocks are feeling
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All eyes are now on $NVDA’s Q4 Earnings (Feb 25). 🛰️ It’s the ultimate litmus test: Can Jensen Huang prove AI still generates ROI for software, or is the $600B Capex a "Bubble in the making"? With $NVDA at a 5-year low forward PE (24x), the hardware is cheap, but the software
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Feb 23 Market Watch: The AI Moat is Evaporating. 📉 Why are $V, $IBM, and $MSFT bleeding? The Citrini Report just flipped the narrative from "AI Growth" to "Systemic Panic." Data suggests AI-driven structural shifts could spike US unemployment to 10.2%. $V (-4.6%): Fear of AI
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Weekly Macro Recap: 📉 Growth & Policy: US GDP slows to 1.4% while the Admin pivots on trade. Following the SCOTUS ruling, a new 15% global baseline tariff is announced, fueling inflation fears. ⚔️ War Risk: Middle East conflict probability hits 90%. Regional naval build-up
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🚨BREAKING: Trump announces an immediate hike in global tariffs from 10% to 15%, criticizing the Supreme Court ruling as “anti-American.” #Trump #tariff
🚨 Gold hits $5,100 as the Tariff War hits a constitutional crisis! 1⃣ The Supreme Court’s ruling against Trump’s “emergency” tariffs just opened a $175B+ hole in the US Treasury. Market reaction? PURE CHAOS. 2⃣ Trump isn’t backing down—invoking Section 122 for a NEW 10%
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🚨 Gold hits $5,100 as the Tariff War hits a constitutional crisis! 1⃣ The Supreme Court’s ruling against Trump’s “emergency” tariffs just opened a $175B+ hole in the US Treasury. Market reaction? PURE CHAOS. 2⃣ Trump isn’t backing down—invoking Section 122 for a NEW 10%
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Walmart > Big Tech? 🤔 Yesterday’s earnings just confirmed $WMT as the new safe haven. ✅ $1 Trillion Valuation ✅ Beat on Top & Bottom line ✅ $30B back to shareholders While everyone was looking at Silicon Valley, the real AI revolution was happening in the grocery aisles.
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Feb 18th Market Watch: Fed "Hike" Threat & The V-Shape Trap Content: The FOMC Minutes just threw a hawkish curveball. 🦅 Market "rate cut" euphoria is officially dead as the Fed puts rate hikes back on the table if inflation stays sticky. Key Market Movements: - The "Fake"
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