Woetoe

$NVDA at $204. Caught between the 50-day MA at $208 and the June swing low at $199.
Break $208 and the path to $232 opens. Lose $199 and the chart structure breaks.
Vera chips ship in August. China sales reopening. Story intact.
Waiting for the chart to agree.

$XLM up 15% this week while everything else just drifts.
Stellar. Cross-border payments, stablecoin rails, IBM partnerships nobody talks about.
BTC -2%. ETH +2%. XLM +15%.
This is what rotation looks like when money hunts whatever still moves.

Ethereum Foundation just lost its co-executive director. Second senior departure this year.
$ETH at $1,694. Down 66% from the ATH. Approaching the cycle low at $1,506.
At some point, leadership rot and price action start telling the same story.

$MSTR at $116. Down 78% from the $543 ATH.
Year low sits at $104. That's 11% away.
Bitcoin recovered from $59K to $67K this month. The stock went from $160 to $116.
Nothing below $104 on the chart.

$SOL UPDATE.
Entry $67 on Jun 13. Hit $73.75 on Monday. Now $68.56.
Gave most of it back. Still above entry.
Target $84. Stop $58.90. Nothing changed.

$SOL UPDATE.
Entry $67 on Friday. Now $72.15.
Target $84. Stop $58.90. Nothing changed.
Patience.

$META at $600. Down 25% from the ATH at $796.
Llama 4 beats OpenAI on benchmarks. Threads is growing. AI in every product.
Every metric points up. The stock says 25% less than six months ago.
When does execution finally overpower the multiple compression?

$UNI up 23% today.
Yesterday at $2.88, I said "above $3.50 the chart changes."
Now $3.54, and through it.
DeFi front-runs the alt rotation every cycle. The $4.17 local ceiling is next.

$MSTR at $122. Down 77% from the November ATH at $543.
Bitcoin went from $59K to $65K this week. The stock barely moved.
Strategy holds bitcoin directly. The leveraged proxy isn't tracking the underlying.
The premium is gone. That was the whole trade.

Since May 15: Nasdaq +2%. S&P +2%. $BTC -11%.
But BTC hit -18% at the June 5 low, held $59K, and is already recovering.
Stocks crept up 2%. Crypto swung 18% down — and is bouncing back.
Crypto just moves more. That's the whole point.

Fear & Greed at 23. Still Extreme Fear.
$BTC hit $67.3K yesterday. Highest in three weeks.
Price broke out. Sentiment didn't follow.
Usually one catches up to the other quickly. Which one is right?

$SPCX four days in:
$135 IPO to $211.
The new Nvidia or the top signal of the cycle?
Drop your honest call.

$SOL UPDATE.
Entry $67 on Friday. Now $72.90.
Target $84 intact. Stop $58.90 still valid.
Trade working. Touching grass.

$UNI up 23% this week while BTC gained 7%.
DeFi usually moves first when the alt rotation wakes up after a BTC leg up.
Or it's just a week.
At $3.08 now. Above $3.50 the chart changes.

Coinbase CEO says $BTC bottomed at $60K.
Standard Chartered called the same at $59K two weeks ago. Both called it loud.
JPMorgan called the bottom in May 2022. Right before Luna crashed 99%.
If Armstrong's right: $70K next. If wrong: you know the playbook.