Crypto, stocks & market intelligence. đź“Š I'm Adam, an active investor & options trader sharing market insights, technical setups & trends. No hype.
Texas, USA
Joined January 2021
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CryptoGossip retweeted
If stocks can close out the day strong like this, then a daily cycle low is in, and likely a weekly.
Setting up for a potential big upside breakout off such negative sentiment. Or in the least, provide a firm defensive line to respect.
🚨 SPACEX: A $37 BILLION QUESTION
Anthropic reportedly plans to exit its SpaceX AI compute agreements by mid-2027.
Why this matters:
• Anthropic accounted for 34.5% of SpaceX’s Q3 revenue.
• Its compute agreements are worth approximately $3.1B/month at full capacity.
• That’s $37.2B in annualized revenue potentially at risk.
SpaceX could redeploy those GPUs to other customers or its own AI operations, but replacing that revenue won’t necessarily be automatic.
Neither company has confirmed the reported exit.
For $SPCX investors, the real question isn’t whether Anthropic leaves.
It’s whether SpaceX can replace its largest customer without sacrificing revenue or margins.
Something worth watching closely. đź‘€
#SpaceX #Anthropic #AI
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🚨 A major battle over the future of stock trading is unfolding.
Coinbase, Kraken, Kalshi and other trading firms are backing the CFTC in a legal fight over perpetual futures on U.S. stocks.
Traditional market participants are challenging the approvals.
Imagine trading stock futures without expiration dates.
This could become a major battleground between crypto-native exchanges and Wall Street.
$COIN
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While crypto prices struggle, something interesting is happening behind the scenes.
$SECZ just reported a record $5 BILLION in average tokenized assets, up 39% YoY.
Now it’s acquiring River One to move into asset-backed financing and has authorized a $50M buyback.
The bigger story may not be token prices. It may be traditional finance moving onchain.
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🚨 TSMC just approved up to $1 BILLION in investments across OpenAI and Anthropic.
The company manufacturing the chips powering the AI boom now wants equity exposure to the companies driving that demand.
An interesting evolution: TSMC isn’t just supplying the AI revolution anymore. It’s investing in it.
$TSM $NVDA $GOOGL
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CryptoGossip retweeted
We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas → singulus.com/2026/11/10/spac…
Join me on OpenSea and get 10% off token swap fees: opensea.io/r/CryptoGossip (code NZD3HN)
đź‘€ COINBASE JUST GOT ANOTHER FOOT IN THE BANKING SYSTEM.
PNC Bank is piloting USDC payments for corporate clients through Coinbase.
Businesses can receive USDC and have it converted into dollars.
The interesting part isn’t crypto speculation. It’s whether stablecoins can make corporate payments faster and more efficient without requiring companies to hold crypto.
That’s a real-world adoption test worth following.
Source: reuters.com/legal/transactio…
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CryptoGossip retweeted
Thank you to @GrantYun2 for trusting us with a second release, and to @opensea for collaborating on Sections. Thank you, as always, to our collectors and community for continuing to support artists working with generative and interactive systems. ✨
To celebrate the release, Grant has kindly offered 30 free mints. Anyone from the community can participate. Please share this post and reply with your ETH wallet address, and we will add you to the list of eligible wallets. We will select the 30 wallets by Tuesday, November 17 at 1:00 PM ET.
Once selected, you can mint in the Community Mint on Wednesday, November 18 at 12:50 PM ET. Good luck, everyone!
🗓️ Public mint Wednesday, November 18, 1:00 PM ET
🚨 THE NYSE IS MOVING TOWARD BLOCKCHAIN-BASED STOCK TRADING.
Avalanche has reportedly been selected to support its proposed 24/7 tokenized-stock infrastructure.
But here’s the question I find more interesting:
If Wall Street starts using blockchain technology to settle stocks, does that actually create demand for the underlying crypto token?
Adoption of the technology and investment value of the token aren’t necessarily the same thing.
That’s the distinction worth watching.
Source: investors.com/news/nyse-stoc…
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CryptoGossip retweeted
Stocks looking to print a daily cycle low, and with it, possibly a major weekly cycle low. The weekly count being revised of late on recent price action.
🚨 $TSLA TERAFAB: THE BIGGER OPPORTUNITY MAY NOT BE TESLA.
Nikkei reports Elon Musk’s Terafab is targeting 1 MILLION wafers/month by 2032:
• 700K memory wafers
• 300K logic wafers
That’s an enormous potential semiconductor buildout.
The picks-and-shovels winners to watch:
$LRCX — Etching & deposition
$AMAT — Chipmaking equipment
$KLAC — Inspection & yield
$ASML — Lithography
Here’s the twist: $MU could benefit from AI memory demand, but Terafab could eventually become a competitor.
My take: Equipment suppliers may be the cleaner way to play this ambition.
Watch for actual equipment orders. That’s where the opportunity gets real.
đź‘€ BITCOIN ETFs JUST ERASED THEIR 2026 NET INFLOWS
U.S. spot BTC ETFs lost $1.28B last week, leaving year-to-date flows approximately $914M negative.
Here’s the interesting part:
ETFs created a new channel for Bitcoin demand—but also an easy way to reduce exposure during market stress.
The question isn’t whether one day turns green.
It’s whether sustained buying returns after this reversal.
Source:
theblock.co/news/markets/202…
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🚨 U.S. TREASURY TARGETS MAJOR CRYPTO EXCHANGE
FinCEN has ordered U.S. financial institutions to stop processing transfers involving MEXC, alleging at least $16B in illicit transactions over five years.
Here’s what interests me:
MEXC reportedly handles more than $1B in daily trading volume.
If restrictions cut off access to U.S. financial institutions, where does that liquidity go?
Toward regulated exchanges like Coinbase? Further offshore? Or out of crypto entirely?
That’s the market impact worth watching.
Official source:
home.treasury.gov/news/press…
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🚨 $NVDA — Jensen Huang is now at the center of a growing Chinese espionage controversy.
The Financial Times reports U.S. intelligence believes Huang had a romantic relationship with a woman suspected of working for Chinese intelligence.
Congress has requested a closed-door briefing on Nov. 18.
Nvidia denies sharing sensitive information. The allegations remain unproven.
The bigger question for investors: Could this intensify restrictions on Nvidia’s AI chip business with China?
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🚨 $95 BILLION Treasury buyback. Bullish for stocks and Bitcoin?
The U.S. Treasury plans to repurchase up to $95B in debt over the next quarter.
Here’s what matters:
• Improves Treasury market liquidity
• Could ease pressure on bond yields
• Potential tailwind for $QQQ, tech and $BTC
But this is NOT QE or $95B in newly printed money.
The real signal? Watch the 10-year Treasury yield. If yields fall and liquidity improves, risk assets could benefit.
A potential tailwind, not a confirmed market bottom.
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CryptoGossip retweeted
Holding Apple for over 15 years taught me this. (Not a lot of shares but never sold, since my grandpa gave me these shares) Your best $SPCX returns start when you:
1. Stop trading it. Fully.
2. Stop rotating. Jumping from SpaceX to the AI name of the week is gambling and you know it.
3. Look at how people actually got rich on Apple. $1,000 at the iPhone launch is about $78,551 today. They held through -61%, -44%, -39% and two -31%s.
4. Understand what makes SpaceX valuable. Rockets, Starlink, compute, chips and Grok. It owns many of the key layers.
5. Watch who's holding. Ask whether these are people who will still hold in 5 years.
6. Ask what else gives you launch, a global network and AI in one ticker. The list is short.
7. Once you get that, you can hold for years. That's where life-changing money can be made.
Not a trade. A position
$SPCX
