US Treasury equities portfolio off to a good start

BREAKING: Intel stock, $INTC, surges over +30% after Nvidia announces a $5 billion investment in the company.
The investment will be used to jointly develop custom data centers and personal computing products.

The Kobeissi Letter

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Institutions are the driving force behind this market cycle.
The four major cryptocurrencies—BTC, ETH, SOL, and BNB—have all hit new highs, but only BTC and BNB have continued to rise by over 40% since breaking through their all-time highs. SOL achieved a breakthrough earlier this year thanks to Trump's coin issuance, while ETH experienced a revaluation mid-year driven by DAT buying, though neither has yet reached a new high.
The Federal Reserve cut interest rates last night. How far can this institutional-led market trend continue?
1. The Logic of Institutional Allocation in the Three Major Cryptocurrencies
The positioning of a crypto asset directly determines its long-term value, and different positionings correspond to different institutional...

The Fed’s rate cut ignited an institutional bull market: BTC soared, ETH revalued, can SOL take over?

Key takeaways:
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Dogecoin shifts from a memecoin to a mainstream asset with REX-Osprey’s Dogecoin ETF launch.
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DOGE price bullish megaphone pattern targets $1.40.
Dogecoin (DOGE) price traded at $0.2...

How high can DOGE price go as first Dogecoin ETF goes live?

Strategy (MSTR) is approaching its 200 day simple moving average (200SMA), a widely followed technical indicator that smooths out price action by calculating the average closing price over the past 20...