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Market Unfiltered

Market Unfiltered

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11h ago

Nvidia Lost Its Founder in a Day. The AI Trade Didn’t.

Nvidia fell 4.3% on Jensen Huang’s resignation while AMD and Broadcom each rose about 6%. The market separated the company from the man in…

Nvidia Lost Its Founder in a Day. The AI Trade Didn’t.

Market Unfiltered

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11h ago

Solana Is Down 72% From Its High. The Speed Story Was Never the Point.

Solana trades near $81, down 35% this year while Bitcoin is down 18%. The fastest chain in crypto is losing the only race that matters.

Solana Is Down 72% From Its High. The Speed Story Was Never the Point.

Market Unfiltered

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1d ago

CoreWeave Jumped 25% and Everyone Declared the AI Crash Over. One Earnings Report Doesn’t Do That.

The S&P 500 rose 1.31% and chips surged 5.7% on a single beat-and-raise. The Fed is still hiking in December, Microsoft fell anyway, and…

CoreWeave Jumped 25% and Everyone Declared the AI Crash Over. One Earnings Report Doesn’t Do That.

Market Unfiltered

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1d ago

Ethereum Is Down 32% This Year. The People Who Actually Use It Haven’t Sold.

Ether is trading near $2,065, its ETF buyers are about 35% underwater, and the selling has almost stopped. The capitulation is happening in…

Ethereum Is Down 32% This Year. The People Who Actually Use It Haven’t Sold.

Market Unfiltered

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2d ago

There Is No Inflation Rate This Month. The Fed Is Hiking Anyway.

The BLS never collected October 2025 prices, so no annual inflation number exists. The Fed meets in December with monthly data alone, and…

There Is No Inflation Rate This Month. The Fed Is Hiking Anyway.

Market Unfiltered

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2d ago

November Is Bitcoin’s Best Month. This November Is Breaking the Pattern.

Bitcoin has averaged a 34% gain in November since 2010. This year it is down 11% in a month, and the calendar is not coming to save it.

November Is Bitcoin’s Best Month. This November Is Breaking the Pattern.

Market Unfiltered

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3d ago

The Market Rallied 2.35% on Monday. It Was the Oil Price, Not a Recovery.

Brent crude has fallen more than 17% since the start of November. That is what lifted stocks on Monday, and today’s CPI report decides…

The Market Rallied 2.35% on Monday. It Was the Oil Price, Not a Recovery.

Market Unfiltered

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3d ago

Bitcoin Fell Because Nvidia Fell. That Is the Whole Story Now.

Bitcoin is at $75,000, Ether dropped about 5% in a session, and $1.16 billion in leveraged positions was wiped out. The trigger was a…

Bitcoin Fell Because Nvidia Fell. That Is the Whole Story Now.

Market Unfiltered

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4d ago

Stop Asking Your AI Questions. Give It Jobs Instead.

A chatbot answers. An agent does the work. Here are the jobs that are worth handing over first, and how to get started.

Stop Asking Your AI Questions. Give It Jobs Instead.

Market Unfiltered

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4d ago

Gold Fell 29% and Stocks Still Look Expensive. The Ratio Says So.

The S&P 500 divided by gold sits near 1.81 after the worst week for stocks since April 2025. Gold’s crash and recovery tell a cleaner story…

Gold Fell 29% and Stocks Still Look Expensive. The Ratio Says So.

Market Unfiltered

Market Unfiltered

📊 Macro & Crypto Analyst | On-chain + Volume + Macro Flows | Data > noise | I identify regimes before they are obvious | https://linktr.ee/market_unfiltered

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