Markets just got a reminder that Washington still controls the levers
Congress delayed crypto market structure legislation and Robinhood and Coinbase lost billions in market cap instantly HOOD down 7.8 percent COIN down 6.5 percent
This isn’t about fundamentals it’s regulation risk in action Crypto stocks trade like growth tech until policy changes then they trade like political footballs
When policy uncertainty moves faster than earnings price discovery becomes chaos
🚨 MARKET FOCUS TRUMP DISCLOSES INVESTMENTS ALIGNED WITH POLICY IMPACT
President Trump has disclosed holdings in municipal and corporate bonds tied to companies directly affected by his administration’s policies.
Notable exposure includes Netflix amid an ongoing antitrust battle CoreWeave supporting the US AI and data center expansion GM reshoring production as tariffs take effect Boeing promoted on the global stage Occidental Petroleum aligned with the administration’s energy agenda
This highlights how policy direction and capital allocation often move together at the highest levels of government.
🚨 MARKET FOCUS HIGH TAXES ARE DRIVING CAPITAL FLIGHT
The buyer behind a 21M Las Vegas area penthouse says lifelong residence in California ended due to rising taxes I just felt a little bit like I wasn’t wanted
This isn’t just a housing story it’s a capital migration trend High net worth individuals are voting with their wallets relocating to tax friendly states with lower regulatory pressure
🚨 MARKET FOCUS: THE NFT HYPE ERA IS OFFICIALLY OVER
Five years ago, Beeple’s Everydays sold for $69.3M, igniting a global digital gold rush. Today, NFT market volume is down over 90% from its peak, and even blue-chip collections face liquidity challenges.
While select rare pieces still hold value, the market has clearly shifted away from speculation.
In 2026, utility, rights, and real-world integration matter more than hype.
This unstoppable $9 billion BlackRock ETF has beaten the S&P 500 every year since 2001: Here are the top 10 holdings of iShares Expanded Tech Sector ETF ($IGM): 1. 🇺🇸 Nvidia: 9.05% 2. 🇺🇸 Microsoft: 8.70% 3. 🇺🇸 Apple: 8.56% 4. 🇺🇸 Broadcom: 7.41% 5. 🇺🇸 Alphabet Class A: 4.81% 6. 🇺🇸 Meta Platforms: 4.66% 7. 🇺🇸 Alphabet Class C: 3.85% 8. 🇺🇸 Netflix: 2.37% 9. 🇺🇸 Palantir Technologies: 2.35% 10. 🇺🇸 Advanced Micro Devices: 2.23% Source: iShares data BlackRock is the world’s largest asset manager, with $13.5 trillion in AUM. Around $5 trillion of that total is spread across over 1,600 exchange-traded funds (ETFs) managed by the company’s iShares subsidiary. iShares Expanded Tech Sector ETF ($IGM), has a concentrated portfolio of technology stocks that includes many of the giants leading the artificial intelligence (Al) race. It soared by 27.5% in 2025, comfortably outpacing the 16.4% return in the S&P 500.
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Applied Digital stock is up +18% in the last 48 hours, as it officially transitions from "crypto miner" to "AI backbone." Here is the breakdown of why the market is repricing the stock right now: ✅ Earnings Smash: Revenue for fiscal Q2 2026 hit $126.6M—a 250% YoY increase—crushing Wall Street’s $89M estimate. ✅ The "AI Factory": Its Polaris Forge 1 campus is now fully energized and delivering 100 MW to major AI cloud provider CoreWeave. ✅ Hyperscaler Deals: The company recently signed a $5 billion, 15-year lease with a major U.S. hyperscaler. It’s also in advanced talks for an additional 900 MW of capacity. ✅ The Short Squeeze: With short interest previously sitting at ~27%, the massive revenue beat triggered a cascade of short covering, fueling the vertical move to near 52-week highs ($37.68). ✅ Strategic Spin-off: Investors are cheering the news that APLD will spin out its cloud compute segment into a new entity called ChronoScale. The bottom line: Applied Digital isn't just building data centers anymore; it’s securing a $16B+ revenue backlog at the heart of the AI boom.
🚨BREAKING: Lionel Messi mentioned drinking wine with Sprite, then Coca-Cola stock jumped +4.5%. That’s over $12.9 BILLION in market value in just 3 days.
🚨 MARKET FOCUS:Tether has just minted another $1 billion USDT!
Fresh liquidity is hitting the market, signaling that massive buying power is ready on the sidelines. Historically, inflows boost trading activity and drive momentum for Bitcoin and altcoins. Liquidity leads, and price often follows.