MONEY Nike

Il trading è davvero semplice — ma non facile
La maggior parte dei trader non fallisce a causa della strategia.
Falliscono a causa della psicologia, del rischio e dell'ego.
Ecco cosa conta davvero:
🧠 1. Fissa Prima il Tuo Mindset
Smetti di cercare di arricchirti questo mese
Accetta la casualità
Accetta l'incertezza permanentemente
Separa l'autovalutazione dal PnL
Accetta che non catturerai mai ogni movimento
FOMO = auto-sabotaggio
Pensa in anni, non in giorni
📉 2. Ossessionati per la Gestione del Rischio
Rischia meno di quanto desideri
Poi taglialo a metà
Non spostare mai gli stop più lontano
Rispetta la perdita massima giornaliera

MASSIVE $885M position in Bloom Energy, which specializes in portable energy turbines for AI data centers. This single position is about 20% of the entire fund.

• Large SHORT position on Infosys. He is betting AI tools like Claude Code and Codex will replace outsourced IT work.

• Added another $300M to his CoreWeave position, bringing the total to about $700M. Someone has to run all those GPUs.

• Aggressively pivoting into electrical and energy infrastructure, which is currently one of the biggest constraints for AI growth.

• Sold hundreds of millions worth of NVIDIA and Intel positions.

• Buying Bitcoin mining companies and repurposing them for AI data centers, including Cipher and Bitdeer.

• The fund is up $1.5B in the last three months alone, about +35% last quarter.

• Now owns roughly 10% of Core Scientific, essentially a leveraged bet on CoreWeave.

He outperformed the S&P 500 by 8× in the fund’s first six months.

Solana led major tokens with a 10.8% bounce, while ether reclaimed $2,000 and bitcoin climbed back above $66,800 ahead of traditional futures opens on Sunday.
WHAT TO KNOW:
Crypto prices rebounded sharply Sunday, with bitcoin climbing about 5% to $66,843 after briefly dropping below $64,000 on Saturday amid U.S. and Israeli strikes on Iran.

Traders interpreted Iranian state TV's confirmation of Supreme Leader Khamenei's death as increasing the odds of a shorter conflict, fueling gains led by Solana, ether and other major tokens.

Despite the weekend surge, weekly performance remains mixed and the rally is seen as fragile, with thin liquidity and upcoming moves in oil, equities and bonds likely to determine whether crypto's bounce holds.
Solana led the recovery among majors, surging 10.8% to $86.42. Ether rose 7.5% to reclaim $1,994, putting it back within touching distance of $2,000 for the first time since Thursday. Cardano added 6.7%, dogecoin gained 6.5%, XRP rose 5.6%, and BNB climbed 4.8%.

The weekly picture is messier, however. Bitcoin is still down 1.6% over seven days, XRP has lost 2%, and dogecoin is off 2.5%. Solana and ether are the only majors that have clawed back into the green on the week, up 1.7% and 1.1% respectively.

The weekend volatility has been enormous but net movement has been small, which captures the broader story of a market whipsawing on global headlines without actually going anywhere.

The bounce looks convincing on a 24-hour chart but fragile in context. Saturday's sell-off happened on thin weekend liquidity. Sunday's rally happened on the same thin liquidity, just in the opposite direction.

The real test arrives in hours when equity futures, oil, and bond markets reopen and institutional capital has its first chance to react to Saturday's events.

The Polymarket's ceasefire contract gives a 78% chance of a U.S.-Iran ceasefire by April 30 and 61% by March 31, as reported earlier Sunday.
$SOL
$XRP
$ETH

🔹 1. Una nuova roadmap “Strawmap”
Vitalik ha delineato un piano audace e a lungo termine per la scalabilità
roadmap per Ethereum che va ben oltre le idee precedenti, puntando a migliorare drasticamente le prestazioni senza compromettere la decentralizzazione
🔹 2. Layer Base più Veloce (L1)
Invece di fare affidamento principalmente sui rollup di Layer-2, Vitalik vuole aumentare drasticamente il throughput e la velocità di finalità del layer base:
Il tempo di slot (produzione del blocco) potrebbe essere ridotto da ~12 secondi a soli ~2 secondi.
La finalità (il tempo fino a quando una transazione è completamente sicura) potrebbe scendere a 6–16 secondi.

JPMorgan said the long-awaited Clarity Act would bring regulatory clarity, boost institutional participation and accelerate tokenization across U.S. crypto markets.

What to know:

Bitcoin is range-bound, ether is underperforming, and volumes are thin, leaving the digital assets market stuck in a rut.

The stalled Clarity Act would split SEC/CFTC oversight, ease compliance for certain tokens and allow limited capital raises, but Senate delays and industry divisions have left the bill in limbo.

JPMorgan analysts said a clear regulatory framework could unlock institutional participation, deepen liquidity and potentially drive a significant upside move in crypto market
$BTC
$BITCOIN
$USDC

The death of Iran's supreme leader opens the door to regime change, and markets are pricing in a shorter period of tensio
WHAT TO KNOW:
Bitcoin rebounded to about $68,000 on Sunday, erasing most of its war-driven losses after Iranian state media reported that Supreme Leader Ayatollah Ali Khamenei was killed in U.S. and Israeli airstrikes.

Khamenei's death creates a sudden power vacuum in Iran, where a temporary leadership council will govern until the Assembly of Experts selects a successor on an uncertain timeline.

Traders appear to be betting that the leadership turmoil increases the odds of de-escalation, driving a sharp, thin-liquidity rally in bitcoin that broader oil and equity markets will test when the open

$BITCOIN
$USDT
$USDC

News of a misconduct investigation against Axiom has created anxiety among investors.
Whenever a major company comes under investigation, market uncertainty tends to increase.
In such cases, three outcomes are generally possible:
• Temporary panic
• Regulatory tightening
• Long-term transparency improvement
Investors should focus on facts rather than emotions.
Short-term volatility is possible, but the long-term impact will depend on the results of the investigation
$USDC
$AMZNon

Dopo il recente declino nel mercato delle criptovalute, i segni di un rimbalzo stanno iniziando ad apparire.
Quando l'Indice di Paura e Avidità mostra paura estrema, storicamente questi sono spesso i punti in cui il denaro intelligente inizia a entrare nel mercato.
Un rimbalzo del mercato di solito avviene a causa di tre fattori principali:
Condizioni di ipervenduto
Notizie macroeconomiche positive
Acquisti istituzionali
Tuttavia, ricorda che non ogni rimbalzo si trasforma in un mercato rialzista.
Investi sempre con una ricerca adeguata e una forte gestione del rischio
$C
$GOOGLon
$BTC

The crypto market is currently giving significant attention to FOGO coin$. After being listed on Binance, it has quickly become a hot topic of discussion. Investors are closely monitoring its future potential and market movements. Before investing in any cryptocurrency, it’s important to do your own research, as market volatility is very common. Will FOGO become the next breakout coin? Only time will tell! 🚀#FOGO

The crypto market is currently giving significant attention to FOGO coin. After being listed on Binance, it has quickly become a hot topic of discussion. Investors are closely monitoring its future potential and market movements. Before investing in any cryptocurrency, it’s important to do your own research, as market volatility is very common. Will FOGO become the next breakout coin? Only time will tell! 🚀#fogo