The best time to buy BTC is during the US midterm elections 💸

The final bear market dump in every cycle occurs right before the autumn midterm Congressional elections, this year, they take place on November 3.

Spent yesterday evening digging into the topic of uranium for potential investment 📈. After all, if we're facing a colossal demand for data centers, both for 🤖 and for storing our files in the cloud in general, we’re going to need more and more energy.

🚀 In reality, uranium is facing a much tighter supply deficit than oil. All past surplus inventories, such as Soviet warheads under the "Megatons to Megawatts" program and excess stockpiles following the Fukushima disaster, have been completely exhausted. Building a new uranium mine in Western countries takes anywhere from 5 to 10 years.

There are currently 70 new large-scale reactors under construction globally, 39 of which are in China. In the US, zero large reactors are being built due to sky-high costs and chronic construction delays.

Small Modular Reactors (SMRs) 💡

Data centers trained on AI models require uninterrupted 24/7 power, something solar and wind farms simply cannot deliver on their own. Big Tech (Microsoft, Amazon, Google, Nvidia) is actively entering into direct power purchase agreements (PPAs) with nuclear operators.

There is a growing view that the future of US nuclear energy lies in small modular reactors (SMRs) and microreactors (like the project by Oklo), which can be placed right next to power-hungry AI data centers, bypassing the fragile and overburdened power grid.

It sounds awesome 😎, but for now, these companies are still in the licensing stage with the US Nuclear Regulatory Commission (NRC). Their mass commercial rollout won't begin until closer to 2028–2030.

Should we break down the uranium sector in detail? 👍

China accounts for 28% of global manufacturing – a 3-fold growth since 2004 😉

For comparison:
▪️ USA – 17%
▪️ Eurozone – 15%
▪️ Japan – 5%

And now China has learned to produce lithography machines for chip manufacturing.

Since 2022, the US has shown great dynamics: the policy of bringing manufacturing back home and financial pressure on Beijing worked. In response, China is narrowing the tech gap and preparing for round two of the standoff 😤

A prompt that teaches AI to generate crypto trading signals. It automatically finds and evaluates top gainers and losers, then builds a risk-adjusted trading plan 🤩

What it does:
• Identifies top gainers and losers within the CoinMarketCap top 100
• Performs technical and fundamental analysis
• Evaluates news catalysts and risk levels
• Delivers actionable trading recommendations

The prompt:

You are a crypto market analyst and short-term trader. Use live data.
SELECTION
Review CoinMarketCap ranks 1–100. Ignore ads, promoted rows, stablecoins and wrapped assets. Select exactly six coins: the three largest 24h gains and three largest losses. Preserve CMC percentages; state retrieval date, time and zone.
If the full top 100 cannot be verified, stop. Never guess.
EXCHANGE PRIORITY
For each coin, use the first active spot market:
Binance TOKEN/USDT
Bybit TOKEN/USDT
Coinbase TOKEN/USD
Coinbase TOKEN/USDC
Use one exchange/pair per coin. Never mix exchanges.
DATA FALLBACK
Use sources in order:
Public exchange API
Official exchange chart/page
TradingView for the same exchange and pair
Mark unavailable metrics N/A and continue. Missing indicators, order-book or derivatives data must not cancel the analysis.
Minimum data for a forecast:
current price;
recent 4H and 1D price history;
24h volume or reliable volume proxy;
visible local highs and lows.
If this minimum exists, you must provide trend, support, resistance, verdict, entry confirmation, invalidation and targets.
If it does not, keep the coin, research its catalyst and state:
“Forecast unavailable: insufficient market data for technical analysis”.
If fewer than four coins receive a forecast, stop: market-data coverage was insufficient. Do not publish a catalyst-only report.
CATALYSTS
Prioritize 24–72 hours; expand to 30 days only for relevant events.
Check official sources first, then reputable media and reliable on-chain sources.
Verify token identity/date. Label claims CONFIRMED FACT, REASONABLE INFERENCE or UNSUPPORTED SPECULATION.
If no credible catalyst exists, say so. Never invent reasons or present correlation as causation.
TRADING ANALYSIS
For every supported coin assess:
price, 24h/7d/30d performance and CMC market cap;
24h volume, volatility, 4H and 1D trend;
key support and resistance;
RSI(14), MACD(12,26,9), EMA20/50/200 when available;
spread and ±1% order-book liquidity when available;
open interest, funding and liquidations only with a reliable perpetual market.
Use closed candles. Distinguish rebounds/short squeezes from fundamental improvement.
Assign BUY, SELL/REDUCE or WATCH.
Give scenarios for 2–3 days, 1–2 weeks and up to 1 month.
Include logic, entry confirmation, invalidation/stop, targets, holder action, new-buyer action and key risks.
Do not chase a vertical pump. Flag liquidity, volatility, concentration, unlock and manipulation risks.
RISK CHECK
Check today, the next 72 hours and next month for Fed/FOMC, CPI, PCE, payrolls, major rulings, large unlocks, exchange events and security incidents.
End with:
TRADE-TODAY RISK WARNING
If an event is imminent, give exact date/time/zone, explain risk and say whether to avoid new positions or reduce size. Otherwise say none is imminent.
OUTPUT IN RUSSIAN
Snapshot: coin, ticker, rank, 24h change, gainer/loser, exchange and pair.
Compact section per coin: catalyst, setup, horizon verdicts, entry, invalidation, targets, holder/new-buyer action and risks.
Best risk/reward candidate, highest-risk coin and final warning.
Use exact dates and working links. Separate facts from inferences. Recommendations are conditional. Be concise.

Recommendations:
🔵 You can customize the prompt by tweaking asset selection logic, exchanges, and other parameters.
🔵 The prompt saves time on research and analysis, but do not follow its recommendations blindly. Use it strictly as a framework for your own analysis and trading decisions.

Save and test it out 👍

☢️ Following up on the uranium sector post. For now, I’ve singled out the URA ETF (uranium miners + reactor & component manufacturers). It’s currently in a 36% correction 📉 – not interesting yet, I’m waiting for a 50–65% dip.

🔹 There’s also the URNM ETF (pure-play mining and physical uranium). It’s down 40%, still not attractive enough. Needs to drop further, especially since it’s purely a bet on physical uranium itself, so who knows how it’ll perform isolated from the broader industry.

🔹 The Company – Cameco. It holds the largest allocation in both URA and URNM portfolios (up to 20–24%). This is the fundamental backbone of the entire Western uranium industry... Currently in a 30% correction. Still waiting.

🔹 Microreactors
The whole microreactor narrative requires a deeper dive and honestly feels like hype right now. Even though companies like OKLO (microreactors) have dumped hard, they have zero earnings – it’s a pure speculative bet on placing reactors near data centers 🖥️

So for now, we wait for a better entry point, plus we’ll need to check the overall market macro context later on.

What do you guys think about the microreactor play? Sounds promising or nah? 🕑

Trump has backed down on Iran once again, canceling new massive strikes because he was urged to do so and promised that the Strait of Hormuz would be opened.

This is an almost textbook play on the TACO indicator. Remember us mentioning that Donald would go for de-escalation by the end of July? On July 26, Trump ordered a halt to strikes on Iran, and by August 2, he was already talking about a new peace deal.

What convinced Donald:
▪️ A 60% probability of a Fed rate hike at the next meeting
▪️ 30-year Treasury yields hitting their highest level since 2007
▪️ The US Strategic Petroleum Reserve shrinking for 18 consecutive weeks, now at its lowest since 1983
▪️ Retail investors setting a record for daily sales of US tech stock – $316M

Markets will definitely love this de-escalation, and Monday is expected to be green, but so far there is no confirmation of real negotiations or moves toward peace. What we are seeing now is Donald manipulating market sentiment to keep the US economic situation afloat.

And manipulation can reverse at any moment, triggering wild volatility. For instance, if Iran hits US tankers or military bases again, Donald will be forced to respond 😱

Tweet volume for Bitcoin and Ethereum is at an all-time low. The last time we saw a lull like this was right before the 2021 bull run.

Overall, everything adds up. The only real question is: which crypto projects will actually survive to see it? 😱

AI revenues aren’t growing fast enough to cover the investments 💸

The Economist calculated that at the current rate of AI investment, companies would need to generate $2.5 trillion in annual revenue just to break even. That’s more than the combined revenue of the entire tech sector.

Right now, the total AI revenue for Anthropic, OpenAI, Google, Microsoft, SpaceX, and Meta sits at around $150 billion.

Interestingly, AI usage peaked in mid-2025; since then, the percentage of employees using AI in companies has dropped from 46% to 33%. Rather than an outright abandonment of AI, this data likely reflects a shift toward free models, which are more than enough for the simple tasks most employees face.

💬 OpenAI and Anthropic might go public before the end of this year, which means they’ll have to show real AI revenue. And it’s crucial for those figures to look realistic in terms of return on investment.

Oil prices are plummeting, the S&P 500 is hitting a new all-time high, and Bitcoin is, as always 🕯

U.S. Treasury Secretary Scott Bessent confirmed progress in negotiations with Iran; the Strait of Hormuz may indeed be fully reopened tomorrow.

🔴 Brent crude – $80 (↓3.78%)
🟢 S&P 500 – 7 674 (↑0.98%)
⏺ BTC – $64 012 (↑0.89%)

⚠️ Iran continues to demand control over the Strait of Hormuz, along with the right to charge tolls for passage.

But if Trump figures out how to spin this as yet another victory and agrees to this concession, then oil will rebound to $70, the fund will continue to rise, and BTC will have a chance for a local rally to $67k.

Donald won’t let us down, will he 🇺🇸

Following up on the Palantir post: back in 2022-2023, no one believed in the company either, and then the stock surged by 3 200% 🔼

In this post about the Palantir stock, people wrote to us saying that it’s overheated, has a crazy P/E ratio, that the admin is dragging people into the stock market at all-time highs, and so on 🕑

They advised us to pay attention to IBM instead, claiming the price looks good right now. OK, challenge accepted 🤔

Comparing IBM and Palantir clearly illustrates the classic battle between a mature, debt-burdened value company and an aggressive, hyper-efficient growth company.

Below is a detailed breakdown of the key metrics for both companies. Spoiler: lots of text 👇

1. Financial Health. In this category, Palantir is the undisputed winner, boasting one of the safest balance sheets on the market.

• Cash-to-Debt: PLTR: 37.87, IBM: 0.13. For every dollar of debt, Palantir has nearly $38 in cash and cash equivalents, whereas IBM has critically low cash relative to its debt burden ($7.17 billion in cash vs. $58.73 billion in long-term debt).

Palantir effectively carries no debt burden, while IBM relies heavily on debt financing.

• Debt-to-Equity: PLTR: 0.03 (minimal debt level). IBM: 1.90 (high reliance on borrowed capital).

• Growth Rates. Palantir shows overwhelming superiority when it comes to business scaling dynamics: Revenue Growth (1-year): PLTR: +62.7%, IBM: +6.6%. EBITDA Growth (1-year): PLTR: +348.6%, IBM: +35.0%.

2. Profitability & Capital Efficiency. Palantir leads in return on sales, but most importantly, Palantir generates economic value far more efficiently. Operating Margin (%): PLTR: 38.13%, IBM: 18.39%.

Palantir's software business model enables it to keep over 42 cents of operating profit for every dollar of revenue, whereas IBM's figure is half that.

3. Capital Efficiency (ROIC vs WACC). Palantir's Return on Invested Capital (ROIC) stands at an astronomical 151.19% against a Cost of Capital (WACC) of just 14.65%. The business is generating massive added value. IBM: ROIC is 8.71%, which is less than its Cost of Capital (WACC at 8.83%).
IBM is effectively operating in the negative when it comes to creating economic value, as its return on investment doesn't even cover the cost of raising capital.

The only area where IBM wins is dividends:
Dividend Yield: IBM: 2.92%. PLTR: 0.00%. Palantir pays no dividends, reinvesting all profits back into technology development—which is completely fine for a business like this. Who needs a measly 3% a year from IBM anyway?

� IBM is a textbook representative of conservative value. It is bought purely for a predictable dividend stream and stability, but beating even the S&P 500 index with it is unlikely.

� Palantir is a powerful growth driver. It has an impeccable balance sheet and phenomenal growth rates. Could Palantir drop by 30%? Easily—and if it does, that just means it's time to buy more. In fact, I'm waiting for it.

Could it deliver multi-fold returns (multi-bagger) and outperform other companies? Given this momentum, it would be foolish to think otherwise ✊

The number of users looking to stake ETH is mirroring the 2023 trend right before the surge from $1 600 to $4 900 🤑

If history repeats itself, Ether will see a parabolic rise, though the price could drop below $1 700 before the pump kicks off.