$AVGO beat $ORCL free cash flow per share in the last 5 years. In the last 10 years, $AVGO turned 43% of revenues/share to free cash flow/share. Photo credit: Instructables

JPM: expect $AVGO backlog to be front end loaded vs evenly spread. Believe new customer for $1B order is ARM. Street is forgetting demand from new foundation models flush with VC cash.

Jerome Powell’s Hoover speech tonight was far more important than markets realize — and it just flipped the macro backdrop in a way that directly benefits crypto. Here’s the real takeaway, without noise: Powell opened by stating that the U.S. economy now stands “on firmer

Comparing mNAV values to today's prices: $BMNR 0.73x (discount) $MSTR 1.05x (premium) $MARA 1.43x $BLSH 2.75x $GLXY 6.62x $RIOT $3.14x $HUT 2.93x Source: Coingecko

Ethereum’s Next Big Catalyst: Why Tokenized Assets Could Send ETH Parabolic w/ @SharpLink Co-CEO @joechalom ETH at $3K feels scary. ETH with trillions of assets moving onchain feels inevitable. Joe explains how institutional staking, restaking, and tokenization could turn

$1.7 Trillion Citi Bank says the 'liquidity squeeze' for #bitcoin is ending. "Going forward the liquidity squeeze for #bitcoin should improve between now and year end."

💥BREAKING: COINBASE CEO SAID LIVE ON CNBC THAT THE BITCOIN CRYPTO MARKET STRUCTURE BILL IS ABOUT TO PASS! MAJOR MOVES INCOMING FOR THE CRYPTO SPACE.

Treasury Sec Bessent last Friday: compared to $7.5T MMF, $300B stablecoin market could grow tenfold to $3T by 2030 thanks to Genius Act. $ETHA Also support easing enhanced supplementary lev ratio eSLR and expanding clearinghouse participants 👀 💪

World powers have long clashed over tungsten, also known as wolfram; in World War II, for example, the Allied countries sought to strangle Spanish #tungsten flows to Nazi Germany.  $FWZ.v https://t.co/HHQIeVOuO8

#Lynas post-earnings shows signs of new #RareEarths supply chain emerging. (1) strong pricing power, not anchored to China benchmarks. (2) govts supporting price floors ala $MP (3) New LT supply agreements for key categories, including magnets coming. Let's go $LYSCF 🏇

Coinbase: Oct'25 inflows into digital-asset ETPs remain healthy and decoupled from price action. $IBIT net flows +$4.27B, $ETHA +$874M. Institutional portfolios are driving capital formation, as seen in new positions in $BMNR. 🐣🐥🐔

Apologies for the long post. On Nov. 7, I was the guest of honor at the Marine Corps ball for Littoral Distribution Company A, 6th Distribution Support Battalion, CLR-4 down in Savannah, GA. Following my speech, I didn’t expect a standing ovation. I didn’t expect Marines to

Coinbase: Ethereum leads on 7-day net smart money inflows with momentum building over the past 30 days.

Let’s Clarify the Situation- China’s Ministry of Commerce just confirmed new export restrictions. On Oct 26, MOFCOM announced that tungsten, antimony, and silver will be added to China’s Key Export Supervision Catalog beginning November 2025. Exports will now require quota

Heard it at the $GOOGL call this week and had to check, which fintech was the most widely mentioned in the last 30 days this earnings season. Not $HOOD, $COIN, Stripe. It's $PYPL

President Trump has been laser focused since the day he came into office on rare earths. He recognized this sector as a strategic vulnerability for the United States. China controls about 70% of mining and 90% of refining. The Trump administration is determined to fix this by

WSJ: “Phase One” trade deal signed in early 2020 obligated China to buy more soybeans from American farmers—something Beijing largely failed to fulfill. A Phase Two never materialized. My take: watch what they do, not what they say.

China has not exported rare earth compounds or metals in tariff lines fully covered by export controls to the United States since April 2025. While attention has focused on magnets, compounds and metals are also critical for U.S. industries. See Silverado’s new infographic 👇

Major $TUNGF milestones are a game changer for future tungsten security 🇺🇸💪 ✅ Underground rehab DONE 💎 Capital raise DONE 🔬 New onsite milling strategy initiated Ima Mine coming online in 2026 as the 1st North America producer of tungsten.🚨

New rare earth supply chain emerging.. we are never going back. $MP $LYSCF $TUNGF https://t.co/wrHyqRHmh8 via @WSJ