HOW TO PLAY $ETH: 1. Ethereum itself 2. $BMNR $SBET — Ethereum treasuries, while many more are popping up, these two are the ones that have a sizeable amount on the balance sheet and have already approved the capital to buy more. I like $BMNR more because I trust Tom Lee who is the chairman of it. 3. $HOOD — Robinhood is one of the cheapest platforms to buy Ethereum on, as more people continue to trade it, that increases trading volumes which increases transaction revenues. Robinhood is now charging upwards of 30% more on their take rate for crypto than last year (still 50% cheaper than $COIN) so more ETH trading means more crypto revenues for Robinhood. 4. $COIN — Coinbase in general does well when all crypto does well so ETH should be a tailwind for them similar to Robinhood. 5. $ETHA — Blackrock's Ethereum ETF gives 1:1 exposure to Ethereum and you can write covered calls against it, given it's from Blackrock the security of the fund is strong and has seem a big uptick in inflows over the past month.

HARVARD BUYS $120M OF BLACKROCK'S BITCOIN ETF $IBIT ironic when you realize the ivy league economic professors don't even believe in bitcoin

TRUMP FIRES HEAD OF THE IRS, BESSENT WILL TEMPORARILY ACT AS IRS COMMISSIONER AS PER THE NYT first time in history the US treasury secretary acted as the IRS commissioner simultaneously

JUST OPENED UP MY SCREEN AND THE FIRST THING I SEE IS APPLE $230 😭 best day since May, up 15% for the week my goodness…Tim Cook is a LEGEND very nice for $AAPL to participate and help the market since $NVDA $META and $MSFT have been doing most of the work this year

Q2 EARNINGS HAVE BEEN INCREDIBLE 🔥 FUNDSTRAT: - 83% of S&P 500 companies reported earnings above analyst expectations for Q2 2025. - On average, earnings beat expectations by 7.1%. - Technology had the highest beat rate at 94% with a strong 7.8% surprise and +7.2% relative return. - Consensus earnings per share rose from $62.49 to $65.67 — a 5.1% increase since June 30, 2025. When companies are beating earnings this well…macro concerns with rates/inflation/trade/etc exist but it’s hard to ignore how strong companies have been this quarter.

AS PER BLOOMBERG: - Tesla is winding down efforts with Dojo - Focusing their compute needs on Nvidia, AMD, and Samsung - Pete Bannon, VP, is now leaving Tesla after most of the Dojo team has begun to leave My take: not really a big deal. Most of the Tesla bull case has been rooted in FSD/Optimus, not Dojo. In fact, the focus on outsourcing compute/chips should only accelerate FSD/Optimus vs trying to do it in house. Elon said in 2023 there was a low probability of Dojo working. Deepens the moat on Nvidia — just easier to buy their chips vs replace them. $TSLA $NVDA $AMD

US JOBLESS CLAIMS COME IN AT +226K VS +221K EXPECTED time for a rate cut... september cut probabilities now at 91%

TRUMP & APPLE CEO TIM COOK WILL BE MAKING A JOINT ANNOUNCEMENT TODAY AFTER THE MARKET CLOSE. Apple stock best day in 3 months 😳 Cook about to kiss the ring to make sure this name participates in the bull market… $AAPL +5%

from $7 to $177

still hard to comprehend the Q2 we got from Palantir very, very few companies in history have put up a quarter like this $PLTR is now the only software company growing topline at 45% with adjusted operating margins at 45% & they did all of this by staying true to themselves