Big Money is focused hard on crypto, specifically:

🟢 $BTC 🟢 $ETH 🟢 $SOL

By tracking asset rotation through machine learning/charts/fundamentals, we follow what Big Money is doing.

We've launched Big Money Crypto to help you get ahead of the curve. www.cestriancapitalresearch.com/big-money-cr...

3. Several companies are now raising equity and debt in order to acquire Ether quantities at scale, ranging from small $50-100m raises up to multi-hundreds of millions of dollars raises.

For the full free article on the above and for more free research, see the link in our bio.

2. The only way to pay for transaction processing on the Ethereum network is to obtain and pay with the Ether #cryptocurrency.

Recap of what’s happening in the #Ether market:

1. The #Ethereum #blockchain is likely to be dominant as the system of record for higher-value tokenized assets, like real estate, positions in private market funds, etc.

- Tokenization Accelerated. Tokenization - which means creating digitized claims on ownership and/or other rights as regards assets - has already begun, but the GENIUS Act brings this into the mainstream.

For more free research and the full article on the above, see the link in our bio.

- Blockchains Institutionalized. Larger established blockchains are now acceptable databases of record for the asset management industry. Due to their ability to store more fields than the #Bitcoin blockchain, #Ethereum and #Solana are likely to benefit disproportionately.

- Stablecoins Legitimized. GENIUS Act gives stablecoins an on/off ramp for US dollar value to be ported across to markets denominated in crypto. Collateral comes in the form of US dollars and/or US Treasuries, so demand for dollars/Treasuries should also rise

Well, then what is, and why?

$ETH is in a powerful move up, a result of competitive accumulation by the above.

This Wave 3 up may reach between $3950-4500 before taking a breath.

Disclosure - Long $ETHE, $BMNR, $SBET and other members of the Ether complex.

See link in bio for our full note on the above and more free research

Read our full $TSM analysis here www.cestriancapitalresearch.com/taiwan-semic... and for more free research check out the link in our bio

In short, $TSM is a freight train which will be slowed down by nothing short of (i) a global downturn and/or (ii) a Chinese physical or political annexation of Taiwan.

Price has run up some 85% from the April lows; risk-conscious asset managers may take profits somewhere between $230-$290/share

Here is our article www.cestriancapitalresearch.com/asml-q1-2025... on Q1.

Stay tuned to this thread for breaking analysis on Q2.

For our full research article on the state of markets and more free research, visit the link in our bio

ATH last Thursday, a modest down day Friday,

let’s see if Trade Wars II does give air cover for a selldown. Only time will tell…