All things STOCKS

#19,901
#19,901
“Capitulation” seems to be mostly head fakes these days. Get more retail customers to pile in and then boom - another leg down.

Almost every IPO turns into a pump and dump. How many quickly lose half their value? The sweet spot seems to be to wait a few months, buy good businesses that have been hammered, and then ride the next pump as insider lockup periods begin to expire.
 
#19,907
#19,907
Thunder Good-Oil said:
Rotation. In 2025 the Mag 7 carried the markets. The 493 have been snoozing.

But it all comes down to earnings results and revenue growth.
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Do you think the rest of the mag 7 *****ing the bed could trigger it?

I say this because a lot of my stops triggered this week on my short term plays and I'm holding more cash than my portfolio's used to so I think I'm kind of wanting this show to get on the road.
 
#19,909
#19,909
Vol423 said:
Good grief! Who in the hell would think that the US government should bail out crypto investors.?
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Provide assistance to the CC industry? Yes. Bail out any specific coin? No.

But the US government and Wall Street can’t sit it out. It’s transformative and not going away.

The question is what are the proper valuations after speculators slow their roll and which of the thousands of coins survive. Personally I’d like to see just a handful of survivors.
 
#19,912
#19,912
DinkinFlicka said:
Do you think the rest of the mag 7 *****ing the bed could trigger it?

I say this because a lot of my stops triggered this week on my short term plays and I'm holding more cash than my portfolio's used to so I think I'm kind of wanting this show to get on the road.
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The Mag 7 probably has a Dogs of the Dow type of internal rotation going on. Each periodically has a news drop that sends it down. GOOGL was going to lose its search dominance to AI. AAPL is a one product company. TSLA’s CEO is distracted.

Unlike 3 of the 4 horsemen of the internet, I really don’t see any dropping out. Actually it looks like they’ll slowly add to the group. Broadcom is knocking on the door. Lilly after that.

Investment capital isn’t unlimited. Eventually the AI build out slows down and cash is going to move into the best of the 493. Many of them will take advantage of AI. Right now the chip makers are the biggest beneficiaries and recently software is taking hits.

Housing should eventually return as a leading industry, but more like a generation away. Health care will be an investable sector before housing if it can navigate the political climate successfully. The demand will grow, but government reimbursements will be difficult to maintain with the national debt pushing $40 trillion.
 
#19,915
#19,915
I don't know if I've seen sentiment around crypto this bearish, maybe ever. Including the other 80-90% declines it has had. Surely we're near some kind of near-term (at least) bottom.
 
#19,916
#19,916
Thunder Good-Oil said:
Rotation. In 2025 the Mag 7 carried the markets. The 493 have been snoozing.

But it all comes down to earnings results and revenue growth.
Click to expand...
I'm not a financial guy, but spending seems to now be part of the equation. Several have reported good earnings, including Google, but the forecast in spending on AI has caused people to sell.
 
#19,917
#19,917
Go aeiou said:
Crypto Investors

Some people will believe anthing.
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I've studied it a good bit lately, don't own any, but just trying to get my arms around it. First, it's cumbersome wrt getting your crypto off of an exchange and into a decentralized/cold wallet. I keep reading where people buy crypto on an exchange and then the exchange will not let them move their crypto to their cold wallet and in some cases will not let you sell your crypto. You have to write down the "keys" which are up to something like 26 words, store those in your safe or somewhere safe. If you lose those key words, misspell a word or simply don't write down one of the words, you will not be able access to your crypto. Exchanges are hackable and North Korea stole a record $2B in crypto last year from various exchanges. Also, from what I can tell, cold wallets do not work/sync with every crypto exchange out there and every exchange doesn't necessarily sell all cryptos. I'm having a harder time seeing how the general public at large will be able to function with crypto as a general currency.
 
#19,918
#19,918
Looking at some equities that have pulled back significantly that could be good buys on the rebound. SHOP, ZS, MSFT. I can see where the AI/Tech space seemed overbought, but every time it has a significant retreat, its comes back. Don't see where tech will ever be out of style. Bought a lot UPS down in the low 90s and a lot VZ in the high 30s. Sold over half my positions in both the other day. Just don't want to be overly concentrated and then end up giving up some really nice gains.
 
#19,919
#19,919
Vol737 said:
I've studied it a good bit lately, don't own any, but just trying to get my arms around it. First, it's cumbersome wrt getting your crypto off of an exchange and into a decentralized/cold wallet. I keep reading where people buy crypto on an exchange and then the exchange will not let them move their crypto to their cold wallet and in some cases will not let you sell your crypto. You have to write down the "keys" which are up to something like 26 words, store those in your safe or somewhere safe. If you lose those key words, misspell a word or simply don't write down one of the words, you will not be able access to your crypto. Exchanges are hackable and North Korea stole a record $2B in crypto last year from various exchanges. Also, from what I can tell, cold wallets do not work/sync with every crypto exchange out there and every exchange doesn't necessarily sell all cryptos. I'm having a harder time seeing how the general public at large will be able to function with crypto as a general currency.
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Weird -- I've never had any of those issues with Coinbase. I have my key stored safely but have never had to use it. I decided the volatility and potential for hacking was too much for me, made a decent profit trading primarily ETH, and got out. Plus, it's way easier to invest in a crypto ETF now.
 
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#19,920
#19,920
kiddiedoc said:
Weird -- I've never had any of those issues with Coinbase. I have my key stored safely but have never had to use it. I decided the volatility and potential for hacking was too much for me, made a decent profit trading primarily ETH, and got out. Plus, it's way easier to invest in a crypto ETF now.
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I don't recall which exchanges people were saying they had an issue with. I follow one person who is very informative and up to speed on all things crypto who did in fact dispel some of that information with Coinbase. Work with a lot of younger guys all on the crypto train. As a whole, they all seem to either really like Coinbase or Kraken
 
#19,921
#19,921
You can pretty much separate Bitcoins from crypto.

====================================

Bitcoin (BTC): The original and largest digital currency, often accounting for over 50% of the total crypto market cap.

Ethereum (ETH): The leading smart contract platform, fueling decentralized applications (DeFi).

Tether (USDT): A stablecoin pegged to the US dollar, maintaining a fixed value.

BNB (BNB): The native token of the Binance exchange, a major global platform.

Solana (SOL): Known for its high-speed transactions.

USD Coin (USDC): Another significant stablecoin pegged to the dollar.

XRP (XRP): A digital asset focused on facilitating fast, low-cost international payments.

====================================

As of early 2026, there are over 50 million total cryptocurrencies, although this figure includes millions of inactive,, or extremely low-volume projects, with only about 10,000–20,000 actively traded or significant coins. Popular trackers like CoinGecko and Investing.com list thousands of active assets.

Key details regarding the number of cryptocurrencies include:

Active vs. Total: While total created, including dead projects, has passed 50 million, only a fraction are actively traded.

Rapid Growth: The number of cryptocurrencies has grown from one (Bitcoin) in 2009 to thousands today.

Definition Matters: A, crypto coin operates on its own blockchain, while a, crypto token is built on top of an existing network, with tokens accounting for a vast majority of the, total number.

Tracking Discrepancies: Different platforms like CoinMarketCap and CoinGecko have varying, listings based on their, criteria for tracking active projects, often leading to different,,,,,, reported numbers.

The market constantly changes, with new tokens created daily while others become inactive.
 
#19,922
#19,922
are central bankers buying crypto

No, major central banks are not currently buying Bitcoin or other cryptocurrencies for their official reserves, as they're generally seen as too volatile and lacking in liquidity and regulation, but research into digital currencies (CBDCs) is widespread, with some predictions suggesting they might eventually hold Bitcoin as a reserve asset, while some commercial banks and even governments (like El Salvador) have experimented with it.

Why Central Banks Aren't Buying (Yet):

Volatility: Cryptocurrencies like Bitcoin fluctuate wildly in price, making them poor stores of value for national reserves.

Liquidity Concerns: Selling large amounts quickly without crashing the price is difficult, unlike gold or major fiat currencies.

Regulatory Gaps: The lack of robust regulation makes them risky for official monetary systems.
Speculative Nature: Many central bankers view crypto primarily as speculative assets, not stable currency or reserve assets.

What They Are Doing:

Researching CBDCs: Most central banks (around 86%) are actively researching or experimenting with their own digital currencies (CBDCs) to improve payments and financial systems.

Exploring Alternatives: Some, like the Bank of Canada, are researching cryptocurrencies, but not necessarily to buy them.

Future Outlook:

Predictions: Some financial institutions, like Deutsche Bank in late 2025, predict central banks will eventually hold Bitcoin as reserves as the market matures.

Emerging Market Interest: Some emerging market central banks might see crypto as an alternative to struggling fiat currencies or a hedge against inflation.

Key Distinction:

It's crucial to differentiate between central banks holding crypto as reserves and their work on CBDCs (digital versions of their own fiat currency) or governments like El Salvador adopting Bitcoin as legal tender.
 
#19,923
#19,923
are money center hanks banks buying crypto

Yes, many major financial institutions, including money center banks, have embraced cryptocurrencies, with some offering clients the ability to invest in, trade, and even custody digital assets. This is a significant shift from the cautious stance of previous years.

Key developments and current activities include:

Client Access Banks like Morgan Stanley, JPMorgan Chase, Bank of America, and Charles Schwab allow clients to invest in certain crypto Exchange-Traded Funds (ETFs) and other crypto-related products.

Custody Services The Office of the Comptroller of the Currency (OCC) has provided a green light for national banks to act as intermediaries and provide cryptocurrency custody services for their customers. BNY Mellon, the world's largest custodian bank, offers a digital asset custody platform.

Internal Initiatives Many large banks have their own blockchain and digital asset initiatives. For example, JPMorgan Chase launched the JPM Coin for wholesale payments, and Bank of America has explored stablecoins.

Regulatory Environment The regulatory landscape is evolving, providing more clarity and confidence for institutions to re-enter the market. The repeal of certain regulatory roadblocks (like an SEC rule) has made it easier for banks to hold crypto on behalf of clients.

Partnerships Traditional banks are partnering with crypto firms. For instance, JPMorgan Chase has a partnership with Coinbase to offer crypto access to its customers.

While the banks themselves are primarily offering access and services to clients rather than outright buying large amounts of crypto for their own balance sheets (beyond small holdings for network fees), they are heavily involved in facilitating the crypto market for their customers.
 
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