Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.
Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become speculative excess.
Fundstrat’s Tom Lee is watching the ETH/BTC ratio near 0.0286 as a signal for Ethereum to outperform Bitcoin and spark a broader crypto rotation. The
Bitcoin trades near $64,115 as Strategy’s mNAV hits bottom 1% of historical readings and Saylor teases another BTC purchase. Full price analysis and key levels
Robinhood Chain hit 7.6M daily transactions within 11 days of launch, nearing Base’s 9.2M — but a free gas subsidy expires in September, making Q4

Yemen’s response to airspace breach may escalate regional tensions, impacting US-Iran diplomacy and global trade through Red Sea routes. The post Yemen vows response to
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