13 years in crypto. Trading the merge of blockchains, AI agents and tokenized stocks. No paid shills. NFA.
Joined February 2026
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I've been in crypto for 13+ years.
I watched it go from a cypherpunk experiment to Apple stock trading 24/7 on Solana.
This account is where I trade, research and talk about what comes next. In public. With receipts.
The plan ↓
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is next week the ai trade's real test? it gets graded three times in 48 hours.
tue: nvidia reports.
wed night: anthropic prices its ipo.
thu: ant starts trading on nasdaq.
the two are tied together in the fine print. here's what to watch at each step.
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anthropic: 825m shares at $70 to $78 (s-1/a). pricing wednesday evening, trading thursday as ant.
the tell is the price vs the range. the ft reported bankers weighing a price above $78. our theory: a print under $70 would mean the ai selloff reached the order book.
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european equity funds took in $35.1b in the week to nov 11. biggest week since june 2021 (lseg lipper).
us spot bitcoin etfs: 7 straight outflow days, -$1.91b (farside).
risk appetite didn't die this week. it just skipped crypto.
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bitcoin tagged $66,789 on coinbase tonight. lowest price since august.
8:25 pm central on a friday. wall st already went home.
nobody sells a friday night on purpose. leverage does it for them.
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cbs sources: an update to the faa's comms network made it reboot, then crash. l3harris runs that network.
lhx closed at $272.35 and traded near $260 after hours.
never deploy on a friday. turns out it's a market rule too.
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the faa rolled its $875 million ai traffic tool out to all 22 centers on tuesday.
friday, every departure in the country got grounded.
nobody has linked the two yet. the timeline just isn't helping.
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nvidia just closed its 6th straight red week. about $1.7 trillion gone in the streak.
the internal post asking to bring jensen back has 1,600+ comments, and musk says he's signing a petition.
turns out the most valuable chip in the stack was the ceo.
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bitcoin mining difficulty is set to drop about 8.5% in the next 8 hours.
blocks are coming every 11 minutes instead of 10.
even the miners clocked out early for the weekend.
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amd ran 30% this week on nvidia losing its ceo.
then dropped as much as 10% before lunch on friday.
the ai rotation trade has the attention span of a memecoin.
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WHAT IS HAPPENING?
microsoft 365 has been down for over 20 hours. people can't get bank verification codes to send transfers.
the self-custody guys are gonna be unbearable this weekend.
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🚨PPI:
producer prices for goods are up 10.2% in a year. biggest jump since october 2022.
the headline said cooler. goods didn't get the memo.
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bitcoin lost 70k overnight and printed a $67,555 low on coinbase, its lowest daily low since aug 19.
the "manipulation" replies are loud. the numbers point somewhere more boring.
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then no bid underneath. spot btc etfs just logged 6 straight outflow days, -$1.72b from nov 5 to nov 12 (farside).
the dollar index sits at its highest since april 2025, and december hike odds rose after a hot cpi (coindesk).
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bitcoin's overnight low: $67,555.
its 200-week average on coinbase weekly closes: ~$67,750.
wicked $200 under the line and bounced to $69.1k. sunday's close decides if that was a test or a break.
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BREAKING: 🇺🇸
doj just got court approval to seize or restrain over $1,200,000,000 stolen from binance.
the other half of the $6B+ is still touring the bridges.
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