Sector

Crypto

Everything our editor has picked under this sector, best first.

25 stories

@SowingAlphaSeed 7h ago 8 clicks

Farmer on X

@GrumpierBTDay @FrontRangeHQ @maxwellhouse99 Have you tried "$CRCL min_faves:1 -filter:mentions -filter:hashtags" ?

@ChrisCamillo 7h ago 9 clicks

Chris Camillo on X

@treygurr also said the move was to go all in on $HOOD the second crypto showed life

Perpetual Futures and CME: What the Early Data Shows

CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.

CME $101B

First Strike Research 11h ago

@SowingAlphaSeed 29h ago 1 click

Farmer on X

@ridireresearch Why $PURR instead of $THYP?

@pennycheck Aug 27 2 clicks

⚽️📡 on X

$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ

FUFU 2026-08-27

BitFuFu: A $93 Million Liability No One Can Explain

FUFU $220M

Dorine Cherop Aug 27 1 click

@stockgutter Aug 26 4 clicks

SG on X

@DeepSailCapital $FFAI deserves consideration for that title. Pivot from EV to crypto to web3 to AI to humanoid robots to.....

@SowingAlphaSeed Aug 21 1 click

Farmer on X

@nkreu113r Somewhat at odds with $DXYZ up like 50% this month.

@leevalueroach Aug 21 2 clicks

Lee Roach on X

$BTC is at $77k. You can just buy hated stuff and tell the market to suck your balls. https://t.co/ZmzYHBZLoA

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…

IREN $15B

Yet Another Value Blog Aug 18 14 clicks

AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…

MSFT $3.8TAMZN $2.8T

Steve Eisman Aug 14 10 clicks

@ChrisCamillo Aug 12

Chris Camillo on X

@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…

SCHW $190BLPLA $29B

Steve Eisman Aug 10 14 clicks

@junkbondinvest Aug 7 1 click

junkbondinvestor on X

Strategy ($MSTR) has $15bn of preferreds, all yielding 10%+ Here's a quick summary of the situation > ~$22bn of debt + preferred vs. ~$54bn of BTC > Current interest/dividend obligation is now $1.75bn+ per year > $6bn+ of converts (1st tranche putable beginning in '27); all busted > Saylor beginning to sell $BTC and has a $4bn USD reserve which funds 2+ years of fixed obligations > Most junior preferred, $STRD, trading at 64 cents / 15.8% > Most senior preferred, $STRF, trading at 96 cents / 10.6% Is there a relative value trade here? My thoughts below

@orrdavid Aug 2 2 clicks

David Orr on X

I give it 50%+ chance that $BTC bitcoin trades for under $1k by 2032, probably a bit sooner.

@orrdavid Aug 1 4 clicks

David Orr on X

@FixedIncQuant @nickgiva1 $IBIT has a $46 billion AUM.

CME's Stock Is Cheap for the Wrong Reason

CME Group trades at 21.7 times trailing earnings versus a 25.1 times 12-month average, despite near-record futures volume and 94%…

CME $101B

First Strike Research Jul 28

@BrokenMoats Jul 15 1 click

Broken Moats on X

Someone really going to need to explain how Stripe buying $PYPL is also bullish for $XYZ? Venmo now gets unlimited funding, a direct consumer facing application for the biggest player in payments, and the optionality of their checkout/pos business if they want to scale and invest aggressively their for that (like pushing their stable coin initiative that would be well received by retailers). Would think the correct framework for this deal is it is net negative the entire payment space as a new entrant has new pathways to compete and disrupt ($TOST, $STNE $FOUR etc included)

@RagingVentures Jul 9 1 click

Raging Capital Ventures on X

Kalshi looking at rolling out perpetual futures…. Perps are super interesting, à la Hyperliquid / $PURR, and have the potential to be very disruptive across the capital markets ecosystem https://t.co/L0JHZdJu4O

@marginofdanger Jul 4 2 clicks

marginofdanger on X

Is anyone looking at these busted digital treasury companies? A quick glance suggests a bunch of them are trading at 50%+ discounts to NAV with otherwise clean balance sheets. Will they all merge in stock for stock deals? Or convert into ETFs? $BRR $XXI $BMNR

@BrokenMoats Jul 1 1 click

Broken Moats on X

$hood perps announcement today is leverage^3 .......what could go wrong? perhaps some lessons from the bucket shops, and leverage dynamics of the 29' crash should be heeded. Their GoT theatrical announcement today and the $BX Taylor swift Christmas videos are going to age extremely well when the cycle busts