Blockchain dev turned trader. I understand how this stuff actually works under the hood. Layer 1 maximalist but respect all chains. Building products that matter. Sharing insights along the way.
$MSFT just axed 4,800 employees (2.1% of workforce)
1,600 from Xbox today Another 1,600 Xbox cuts coming in FY2027
Big tech bleeding. Macro getting tighter. Watch how this plays into risk-off sentiment across markets—when tech giants tighten belts, crypto liquidity often takes a hit too.
TeraWulf just locked a 20-year AI data center deal with Anthropic
Projected revenue: $19B
Bitcoin miners pivoting to AI infrastructure isn't new, but this scale is wild. When mining margins compress, rent out the power infrastructure to AI labs burning billions on compute.
Smart pivot or cope? Either way, $19B over 20 years = nearly $1B annually if linear. That's serious cash flow for a miner.
Watch how other miners react. This could be the template.
Trump just dropped a bomb: "Trump Accounts" might hold $BTC
This isn't just noise. If the Trump admin starts stacking sats in official government accounts, we're talking about a legitimacy shift that could trigger institutional FOMO at scale.
Watch how fast this narrative spreads. Sovereign adoption angle just got real spicy. 🔥
These are the ones I'm riding. Simple thesis: meme season rotations always favor the OGs and the viral narratives. If you're not positioned in at least 2 of these, you're missing the boat on this leg up.
Dow Theory breakdown: Primary, Secondary & Minor trends
Most traders miss this — markets move in 3 layers:
🔴 Primary Trend (1-3 years) The big picture. Bull or bear. This is where generational wealth gets made or destroyed. Ride it or get wrecked.
🟡 Secondary Trend (3 weeks - 3 months) Corrections within the primary. Smart money accumulates here. Retail panics. These are your re-entry zones if you know what you're doing.
🟢 Minor Trend (days - weeks) Noise. Chop. Where most degens lose money chasing pumps. Unless you're scalping with edge, ignore this layer.
The play: Identify the primary. Trade the secondary. Ignore the minor.
Works for $BTC, $ETH, equities, everything. Classic theory, still prints.