Risk appetite is broadening across BTC, ETH, SOL, NVDA, AMD and MU while rates, oil and volatility stay the main macro cross-currents. BTC is trying to hold a breakout above 82K, with ETF inflows as the key near-term driver for a move toward 90K, while ETH, SOL and HYPE are already pushing higher. The late segment shifts to single-name setups: ORCL is treated as debt-heavy despite cheap valuation, CRCL is flagged for another leg higher on USDC economics, and the video ends on a hard sell of fundamentals-only thinking in favor of TA for entries, adds and exits.
BTC is up 12% over the period cited but down today; SOL is up 19%, ETH 11.5%, HYPE 20%, NVDA 5%, AMD 19%, MU 14% and TSLA 6% over the referenced week.
The US 10-year yield is spiking; since March, long-term rates are up 30% against $40.1T of US debt and more than $120T of future debt, with Brent back from July’s $70 to $103 and diesel shortages framed as a global market stress.
VIX mean-reverted from above 18 to 15, with a short-VIX setup described as playable when it spikes above the 200-day red line on the chart.
BTC had to clear 82K last week; it broke through and ran to nearly 90K, while a prior call said BTC would hit 90K in October if the ETFs played nice.
BTC ETFs pulled in $2.7B in the last four days; if inflows reach $5B between those four days and end-October, BTC is expected to reach 90,000.
BTC is described as around 85.3K and fighting resistance near 87.3K, while 82K is now framed as the long-term chart support zone that could flip into support if defended.
BTC/gold broke away from the green-line trajectory about a month ago, went sideways into about August 15, then surged over the last month and is now nearly back on the expected 12- to 24-month path.
ETH is now nearly $2,700 after a $1,500 'killbox' at end-June; it is still running strong even with a sell flag, and Vitalik’s 5-year finality plan from 17 minutes to 32 seconds is called not going to fly.
SOL handles 70% of all blockchain transactions, shot to nearly 120, tagged 119 resistance and pulled back to about 114; 112 is the next level, 148 the next major target, and that move is expected in a month or two.
MSTR did an ATM last week and again this week; it is treated as a BTC proxy with a $153-$164 gap that normally fills, and the earlier panic near $80 is contrasted with the stock not dying.
STRC was near 99, dipped slightly, then returned near 99; reclaiming 100 used to matter more, but confidence is expected to rise as BTC rises.
CLSK has a sell zone at level 4 around 1530 while trading near 1480, and the trend is turning down on the sell signal even as miners pivot to HPC and sell less BTC.
TSLA still has a channel to $400, backed by sold-out cars, Megapacks selling 'like hot cakes,' a Nvidia tie-up, and an order for 2,500 semi-trucks; the key technical line is 380, with 350/380/sub-380 framed as the buy area.
SpaceX has an unlock tomorrow; 155 was the resistance, 158 the ceiling that missed by $3, and the stock is currently around 148 with 145 or a bit below as the likely sell-off zone from the 135-155 range.
NVDA’s 231 call was called nailed; it is now around 225, has a buy signal and uptrend, and is expected to accumulate toward a 230 breakout and then 240-250+ in a new ATH range despite insider-selling chatter.
SK Hynix fired a buy signal around 1.86M, trades at a PE of 4, and is expected to rise 60% back to a new all-time high by year-end or Q1 at the latest.
MU broke through 0.69 faster than expected, bringing forward a Q4 blastoff; the upside path is back to 1500-1600-600, with 1250 cited as the all-time high reference.
AAB added nearly 50% in a week, but it is framed as a volatility play that may be out of juice and is lagging revenue growth.
MRVL is said to be smashing through level five with a buy signal and uptrend, with a 228 market cap today and a 'trillion dollar company in the making' path implying 4.5x within a year or two.
AMD hit 614 after a 580 range-rider limit, making a 6% breakout to an ATH and possibly looking a little toppy on the 4-hour.
GOOGL bottomed at 325 two weeks ago, rolled over on a sell signal, and is criticized for leaving the frontier-model race to focus on compute; 325 to 400 is still framed as 23% upside and a nibble zone.
PLTR fell below a hedged 171 level, then ripped to about 192; it carries a 157 P/E, earnings have doubled from 21 cents/share in Q3 2025 to 41 cents/share now, and the ATH target is circa 207.52.
AVGO has a buy signal back toward level five; the 1-year target is 520, about 46% above the current area, with 300/310/320 suggested as leap strikes.
Copper is making new all-time highs; a buy reference is 6.50, with 6.94 and 'seven bucks' both cited as near-ATH levels.
GME at $24.78 is described as a squeeze with a running-out-of-steam signal, not a buy there, but a possible short if it reaches level 3 at $32.
LRCX was expected to be bought at 260, but it ripped to 307 in pre-market within a week; chasing is rejected and a pullback is preferred.
Neptune Digital Assets via MPPPTF is said to trade 5.97% under asset value and hold 420 BTC, about 163,000 SpaceX shares and 37,000 SOL, with 54% of the bag in BTC and 37% in SpaceX.
Neptune is framed as more attractive than an ETF or index because it bundles SpaceX, BTC and SOL, and if BTC keeps rallying or SpaceX returns to 200+, the setup should do well.
ESLX is said to be 50% down and cheap, but 'cheap isn't good'; the ticker is unfamiliar and not even found in TradingView.
ORCL is feared for its debt load: 97% utilized compute, lots of off-balance-sheet financing, and 169B of debt make a cheap valuation less attractive than buying MU, MRVL, SKHEX, ALAB, TSLA or SpaceX instead.
CRCL was previously called a 130 stock; now it is framed with a buy signal around 80-84, a level-five target at 107, and then 130, with a one-year target around September 2027 or earlier because it prints money and mints USDC.
USDC is claimed to be minted on SOL, and CRCL is expected to be making a lot of profits very soon.
The closing framework is that fundamentals identify what to buy, but TA times the trades, entries, layered adds and profit-taking.
The final claim is that without TA, survival would mean 'living in a box in the street.'