Space Chads and Holiday Hangovers

Most of the street enjoyed their long Juneteenth weekend. Bitcoin's supply shock dynamics are accelerating. With $6 trillion in options expiring this Triple Witching Friday, buckle up buttercups - chaos is fucking everywhere and the opportunities are nuclear.

📈 HOT PLAYS & EMERGING TRENDS

AST SpaceMobile (ASTS) - This Play Fucks The space connectivity dream that actually works is having its moment. When CTB goes parabolic, shorts are getting their faces ripped off. Abel Avellan is apparently minting millionaires while building actual satellite infrastructure for remote connectivity. This isn't just another space meme - the business case for satellite-to-phone coverage is bulletproof. Risk/Reward: Galaxy brain territory if you believe global connectivity is worth more than current market cap.

Circle (CRCL) Short Setup - Absolute Chad Move Fresh IPO priced at $150+ with a 296 P/E ratio and $15M revenue somehow valued at $44B. This is LUNA-level regard pricing. Smart money is loading puts from 2-week to 2026 expiries because the math is absolutely bananas. They collect risk-free treasury yields while issuing stablecoin tokens, but any confidence crack turns this into a crater. The bear thesis writes itself: massive overvaluation meets potential liquidity crunch. Risk/Reward: Asymmetric short with legendary upside potential.

$HYPE Token Accumulation - Speculative Territory Protocol auto-buys $2-3M daily regardless of market conditions, creating artificial price floors. After a 20% correction from ATH, degens are backing up trucks expecting low-30s entry points. This is pure DeFi casino mechanics, but the constant buy pressure is real. Risk/Reward: Momentum play with built-in support, but still casino-grade speculation.

💰 FINTECH & CRYPTO

Bitcoin's Supply Shock Getting Real Fidelity dropped some galaxy brain research: coins unmoved for 10+ years are entering "ancient" status faster than daily issuance (566 BTC/day vs 450 mined). Over 17% of total supply is effectively dead, projected to hit 30% by 2035. This isn't just diamond hands - it's structural supply destruction that amplifies every demand surge. When institutions start competing for the remaining liquid supply, shit gets exponential.

Crypto Security Wars Escalating Iranian exchanges getting hit by military operations, Hypersphere VC partner loses life savings to Zoom phishing, and hardware wallet tampering fears spreading like wildfire. The scammers are evolving faster than security, and bigger institutional adoption means bigger targets. Not your keys, not your coins isn't just philosophy anymore - it's survival.

Ohio's Bitcoin Rights Bill House Bill 116 exempts crypto transactions under $200 from state capital gains tax and protects mining operations. Small potatoes individually, but state-level adoption momentum is building. Regulatory arbitrage opportunities emerging as states compete for crypto business.

🛰️ SPACE & FUTURE TECH WATCH

Rocket Lab (RKLB) Starship Boost Play Every SpaceX explosion drives "buy more RKLB" sentiment. When the 800-pound gorilla stumbles, the scrappy alternative benefits. Not sophisticated analysis, but sometimes obvious trades print the hardest. RKLB positioning as the reliable alternative to SpaceX's explosive development cycle.

LUNR Bagholders Getting Restless Intuitive Machines holders frustrated over lack of movement despite sector momentum. "Still $20k down smh" captures the mood perfectly. Not all space plays are created equal - some have actual catalysts, others just have dreams.

TECH CORNER

AMD's AI Chip Offensive New Ryzen AI PRO processors powering Dell devices, plus AI 300/200 series launches ahead of CES 2025. One regard threw $120k at shares yesterday, down $2.5k but diamond handing for the "worth a million by 2035" thesis. The AI PC transformation is real, but execution separates winners from bagholders.

Google's Hidden YouTube Dominance YouTube "completely blew Netflix out of the water for active, repeat viewers last quarter." While GOOGL faces a potential $4B fine, the underlying engagement metrics are absolutely crushing it. The platform's dominance is accelerating, not slowing. Calls being loaded for the inevitable recognition pump.

🔥 MARKET CHAOS & OPPORTUNITIES

Triple-Witching Nuclear Friday Over $6 trillion in options expiring - "unprecedented" levels according to multiple sources. SPY max pain dynamics, QQQ sitting $29 above max pain at $500, and volatility about to go absolutely bananas. This setup screams for sharp moves and dealer re-hedging chaos. Position accordingly or get steamrolled.

Iran/Israel Macro Theater White House reportedly giving Trump 2 weeks to decide on Iran strikes, airlines suspending Middle East routes. Oil volatility expected but consensus is this won't escalate to full war - China needs that oil more than they hate anyone. Trade the volatility, not the headlines.

⚡ QUICK HITS

• AMD AI chip offensive continues with CES 2025 positioning - AI PC transformation gaining momentum • Google/YouTube dominance accelerating despite regulatory pressure - engagement metrics crushing Netflix • TikTok ban extension another 90 days with zero progress on actual solutions • 16 billion password "breach" confirmed as aggregated old data, not fresh hacks • Kroger (KR) puts gaining traction on labor strike authorization