Rocket Ships and Regulatory Simps

The Fed just rolled out the red carpet for banks to play crypto without begging for permission slips, while our space degenerates are still turning lunch money into retirement funds. Meanwhile, the regard community discovered that sometimes the most boring plays - like theta gang strategies during bull markets - can actually print harder than your latest 0DTE YOLO.

📈 HOT PLAYS & EMERGING TRENDS

CLBR Merger Arb - The Galaxy Brain Play We've Been Tracking Remember that mystery CLBR play from our last newsletter where regards were going 100% portfolio allocation with zero DD? Well, the S-4 filing we mentioned is now approaching its endgame. July 15th vote and July 17th merger timeline creates classic merger arbitrage with defined catalysts. One user holding 3,400 shares at $15 plus 45 calls split between July/August expirations.

The Setup: Defined timeline merger with institutional backing Risk/Reward: Classic arb play if you believe the deal closes Position: This either prints or teaches expensive lessons about merger risk

CORZ Options Explosion - Technical Analysis Actually Worked Absolute legend turned technical analysis into massive gains after CoreWeave news catalyst. Started position 6/5, held through 50%+ drawdowns by averaging down, then news triggered the face-ripping rally. The conviction to hold through that pain and keep adding? That's either insider knowledge or diamond hands forged in the fires of Mount Doom.

0DTE Credit Spreads: Statistical Suicide with Style One unemployed regard recovered from -$33K by playing 0DTE SPXW call credit spreads at 6150/6155 levels, betting against new ATHs. The strategy worked despite being "stressful during a bull market," demonstrating that even in raging bulls, technical resistance provides profitable fade opportunities for diamond hands. This is the evolution of the SPY credit spread madness we've been tracking - defined risk with nuclear upside until one bad tweet obliterates everything.

RKLB LEAP Legends Still Getting Paid  Remember when we flagged RKLB's defense pivot gaining institutional steam? Well, some absolute unit just turned $336 into $14K with LEAP calls - a clean 40-bagger from August 2023 when this was still "just another space meme." The $0.56 entry at $14 stock price is now printing tendies with successful launches and another mission tomorrow. Multiple users targeting $50 in coming weeks, comparing momentum to ASTS's nuclear run we've been tracking.

🖥️ TECH CORNER

Tesla Robotaxi Reality Check Continues Day 3 of Austin robotaxi service showing "dangerous glitches and safety interventions." The core issue remains: "only cameras and no Lidar is a big issue. They will always have phantom breaking." For put holders: "Don't buy puts until the massacre starts. Wait for the fall then jump onboard."

OKLO Gets Cramer Kiss of Death Jim Cramer endorsed nuclear play OKLO, immediately triggering inverse-Cramer sentiment. Multiple users noted the company has "0 revenue" and "won't make money for years," despite Sam Altman connections. When Cramer likes your nuclear stock, it's time to reassess.

NVDA 8-Year Legend Shares Next Plays One patient legend held NVDA from $2.50 cost basis (split-adjusted) for 8 years, achieving 4,000% returns. The original thesis came from "neckbeards on Reddit harping about GPUs" around 2017. Now considering ASTS and HOOD as the next 8-year plays. Sometimes the best DD comes from the most unlikely sources - and this legend's track record speaks for itself.

💰 FINTECH & CRYPTO

Fannie/Freddie Crypto Mortgage Mandate is Nuclear FHFA ordered Fannie Mae and Freddie Mac to consider crypto as mortgage collateral - but only crypto "stored on a U.S.-regulated centralized exchange." This basically forces everyone onto platforms like Coinbase while legitimizing crypto as real financial infrastructure. One mortgage underwriter noted they've "been using crypto for years," but this formalizes it systemically.

Coinbase's Government Partnership Pays Dividends COIN helped execute the Secret Service's largest crypto seizure at $225M, showcasing their blockchain analysis capabilities. While some community members called them "government dick-suckers," this cooperation strengthens their regulatory moat exactly as we predicted. When institutions need clean hands for crypto exposure, Coinbase becomes the obvious choice.

XRP Legal Drama Creates $2B Arbitrage Judge Torres denied Ripple's motion to expedite their SEC case, causing XRP to dump $2B in market cap within an hour. The alpha: Ripple can't sell directly to US institutions due to ongoing injunction, forcing institutional buyers to hit the open market. As one user noted, this is "more bullish honestly" since it creates natural buying pressure.

Altseason Timing Intel from Veterans Consensus among crypto OGs points to October-December for the next altseason, following historical patterns. One 8-year veteran: "Oct - dec just like the past," while another flagged March pumps "1 year after the Halving." Current Bitcoin dominance is face-ripping alts, creating accumulation opportunities for patient money.

Kraken Wins EU License Secured MiCA license from Central Bank of Ireland, positioning alongside Coinbase for European expansion 

Ethereum Foundation Finally Gets Smart Major strategic shift - the Foundation is borrowing against their ETH and staking it instead of selling. This removes constant selling pressure that's been suppressing price action. Meanwhile, ETH hit 24.45 million transactions in 7 days (new ATH), but price remains dogshit. The disconnect is nuclear - either the market's completely wrong or we're about to see violent catch-up moves.