Notes

All time high close in $SPY the S&P
$SPY
We've got some more 5X ETF filings. These are for S&P 500, Nasdaq 100, and Russell 2000.
$SPY $QQQ
+1.7%
$IWM
BREAKING: This politician was literally trading leveraged positions on companies they legislate on. Representative Rob Bresnahan bought over $1750,00 in option positions in $SPY, $IWM, $QQQ all calls, on September 15th, expiring on the 19th. They are literally day trading.
$SPY $IWM $QQQ
+1.7%
BREAKING: This politician was literally trading leveraged positions on companies they legislate on. Representative Rob Bresnahan bought over $1750,00 in option positions in $SPY, $IWM, $QQ all calls, on September 15th, expiring on the 19th. They are literally day trading.
$SPY $IWM $QQ
Gapped up back into the channel and held it as support. Smells like a trap. $SPY
$SPY
🔥 大毛来啦!快去撸!同时 @BlockRock_win 体验专为 Web3 交易者打造的下一代二元期权策略! 💰 BlockRock 将连续 10 天每天送出 500 美元! 这 500 美元将在 SPY 二元期权中进行实时交易—— 一旦盈利最高 20 倍! 🤑 🎁立刻进入下方引用的官方推文,关注@BlockRock_win ,点赞 ❤️ + 转发 🔁 此帖子,评论你对明天 $SPY 的预测(📈 上涨或📉 下跌),在评论中留下你的 ERC20 钱包地址,即可参与抽奖!每天送500美元啊!快去吧! ⚡ BlockRock 是由WLFI 与中东基金 Aqua1 foundation孵化的RWA 金融衍生品平台,致力于将股票、债券、ETF 等非实物资产代币化,并在链上构建高效的衍生品与流动性市场。 相关报道: https://t.co/RBRW2XW9IO
$SPY
$SPY update: The uptrend is broken, indeed the dead cat bounce will happen. But this downtrend is not finishing yet until I see the bottom reversal candle on daily or weekly chart, just don’t catch the knife. Nfa.
$SPY
Silver, $SLV, is at its highest in decades. In 1 month, $SPY is only up nearly 4%, for comparision.
$SLV
+3.08%
$SPY
⚠️WHERE ARE WE NOW? $SPY $QQQ
$SPY $QQQ
+1.7%
BREAKING: The SEC and FINRA are investigating trading by companies who added crypto treasuries. I want you to know this happens regularly. Unusual Whales has showcased some of these trades. There are countless examples in the market, all the time. Remember, someone always knows. Here are some examples from tariff related news, for example:
$QQQ
+1.7%
$TQQQ $SPY
Powell has stopped speaking. $SPY dropped throughout his speech.
$SPY
GM⚡️Crypto stocks are cooking lately 🚀 Everyone’s chasing $MSTR & $COIN.. but trading them through old-school brokers? Pain! Fees, FX, market hours, you name it! Here's the alpha: @bitgetglobal x @OndoFinance just dropped tokenized stocks like $AAPL, $TSLA, $NVDA, $MSFT, $SPY! ✅ 24/7 trading ✅ USDC pricing (no FX risk) ✅ Zero gas Now you can ape into Tesla on a Sunday or catch NVDA earnings at 2AM without waiting for Wall St to wake up 😮‍💨 They’re even running a competition (#50) with 200 AAPLon up for grabs. Max 3 AAPLon each, just by trading these stocks. 🎁 Take a look at the list of equities that are available for trading 👇 Feels like the real bridge between TradFi & DeFi is finally happening. Who’s in? 👀 🔗 https://t.co/IwaSTivLQB #RWA #OnchainStocks #BitgetCompetition #Bitget
$MSTR
+274.5%
$COIN
-10.98%
$AAPL $TSLA
+602.83%
$NVDA
+5.46%
$MSFT
-12.08%
$SPY
不得不说,#ONDO 开了币股平台以后,数据增长很快!@OndoFinance 📊TVL快突破15亿美金了! 📊币股平台 Ondo Global Markets 达到了8000万美金! 今天我们见证了 #AI 热,明天我们将会见证 #RWA 热,拭目以待吧!这个周期您一定要布局这两个赛道!🧐
$AAPL $TSLA
+602.83%
$SPY $AAPLon
+3.28%
$USDC
-0%
$TSLAon
-2.29%
JUST IN: AppLovin $APP, Robinhood $HOOD, and Emcor $EME have been now announced to join the S&P 500 $SPY $SPX
$APP
-33.49%
$HOOD
-32.33%
$EME $SPY $SPX
-16.59%
#RWA 结构性拐点时刻正在到来,这就如同当年特斯拉进军中国电动车市场一般,一条鲶鱼,开始净化整个 #RWA 叙事和合规性。 #Ondo Global Markets 的上线,这是“美股上链”的一次真正大动作,更佳是一次结构性拐点,和当年稳定币带来美元流动性类似。只不过这次不是美元,而是美股证券。如果说稳定币是 #DeFi 的基础货币,那 #Ondo 可能便是 #RWA 的“基础资产层”。 以前很多项目也试过做“美股代币化”,存在最大的痛点是:流动性差、价格偏离、规模太小、只能在封闭平台内玩。结果玩的人少,机构也不敢碰。 这次 #Ondo 的玩法不一样。它把 100+ 美股和 ETF(比如 $AAPL 、 $TSLA 、 $SPY 等等)直接带上 #ETH,而且背后是美国注册的券商 + 托管机构真的持有这些股票,等于说代币背后有实打实的证券资产托底。第三方还每天审核,确保储备没问题,设计上还考虑了破产隔离。这点对机构很关键,不然没人敢投大钱。 更重要的是 #Ondo 解决了一个老大难:流动性。它不是在链上自己“造一个市场”,而是直接继承了美股交易所的深度和价格。换句话说, $AAPL 在纳斯达克多少价格,链上的 $AAPLon 基本就多少价,中间套利空间很快被抹平,不会出现 10%、15% 的溢价怪象。对我来说,这才是“真金融”。 🎯再看功能层面: ✅24/7 转账,想转给谁都可以,完全点对点。 ✅24/5 铸造/赎回,基本贴合美股交易时间。 ✅可用于 #DeFi,这点我十分看重。以后 $AAPL 、 $TSLA 这些股票不仅能持有,还能抵押借贷、放流动性池、甚至组合进 onchain 资产管理工具。 如果你把稳定币想成“美元的代币化”,那 #Ondo 就是把 美股证券做了同样的事情。它的野心就是 Wall Street 2.0 —— 把华尔街搬上链。 整体来看,暂时还未有跟 #ONDO 代币的经济模型关联逻辑,假如后期有回购或者销毁等代币的价值捕获,无疑将会对 #ONDO 币价产生重要刺激。另外,对于散户来说,尤其是非美地区投资者,以前很多人想买美股,受制于开户、监管、地域、门槛,现在可以直接链上买美股。等于说,只要你会用钱包,就能“零摩擦”接触美股。这是巨大的增量市场。再者对机构来说,机构最关心三点:合规、规模、风险控制。#Ondo 通过券商托管、第三方审核、破产隔离,基本把风险结构搭好了。而且它有 OUSG、USDY、Flux、Ondo Bridge 的积累,已经证明过自己在 #RWA 这块有执行力。另外我最看好的是对 #DeFi 生态融合,一旦美股被带入 #DeFi,玩法就会极大丰富。想象一下:用 $AAPLon 做抵押借 $USDC ,再拿 $USDC 去撸链上收益,或者用 $TSLAon 做杠杆 ETF,这些原本只能在华尔街才能玩的游戏,现在链上用户也能玩。#ONDO 作为我们长期配置的代币品种,作为 #RWA 龙头叙事,依旧值得重点关注和留意🧐
00:00:4
$AAPL $TSLA
+602.83%
$SPY $AAPLon
+3.28%
$USDC
-0%
$TSLAon
-2.29%
BREAKING: Stanley Druckenmiller (Duquesne family office) just filed their new 13F. They sold out of their Tesla $TSLA position, added $SPY and $IWM calls. Can see full activity at the link:
$TSLA
+602.83%
$SPY $IWM
最近美股机构的13F报告集中披露,巴菲特公司伯克希尔,逆势抄底了联合健康(#UNH)深受瞩目,受此消息刺激,联合健康股价在今天盘前大涨10%,收回300美金以上。我决定今晚跟一手巴菲特的操作。🧐 今天在看美股机构13F报告时候,发现一个挺有意思的现象——市场大部分人避之不及,可巴菲特、David Tepper、文艺复兴、Michael Burry、沙特PIF这些大佬都在抄底。伯克希尔甚至是时隔14年重新杀回医疗保险板块,一口气买了504万股,价值15.7亿美元。 为什么我决定今晚跟一手呢?因为这帮老狐狸肯定不是为了短线博反弹,而是觉得这公司在被错杀。 📊先看 #UNH 基本面: 规模:美国最大医疗保险公司,2024年收入4003亿美元,净利润144亿美元,这规模在美股医疗板块里基本是“航空母舰”级别。 盈利能力:过去15年,分红每年都涨,而且盈利稳定——这是典型的“防御型现金牛”。 估值:现在的股价回到2020年的水平,市盈率只有12倍——这种龙头公司在正常市场环境下,保守预估20倍不算离谱。 我举个最直观的栗子🌰: 如果2003年底你花1万美元买了 #UNH,哪怕算上最近的暴跌,今天这笔钱大约还能变成10万美元,中途分红全程上调。要是暴跌前收益表现更佳,预估是18万美元。这种长期稳定复利能力,是真正的机构偏好标的。 📝#UNH 为什么暴跌? 这波下杀不是因为财务崩了,而是市场对风险的预期陡然升高: 1️⃣潜在刑事调查:司法部在查它,虽然公司说“充满信心”,但这种事一旦升级,可能影响合同、信誉。 2️⃣业绩指引暂停:7月公司直接取消年度业绩展望,还甩锅说“医疗需求激增导致环境突变”,这会让投资者觉得不确定性大增。 3️⃣高层变动:CEO Andrew Witty突然辞职(个人原因),临危换回老将Hemsley。换帅往往是风险信号,尤其是遇到监管风暴时。 4️⃣政策压力:美国政府削减医疗支出,医疗成本上涨,这对保险公司是双杀。 5️⃣网络安全和公众形象:网络攻击、CEO被枪杀这种黑天鹅事件,虽然和核心财务没直接关系,但对品牌和舆论压力不小。 我的抄底逻辑,其实很简单,首先肯定是这些大佬开始抄底了,给了我充足的信心支持。另外估值的确是便宜,虽然利空也不少,刑事调查、指引暂停、政策不确定性,这些事对股价冲击,已经实质性表现出来,也算消化的七七八八了,毕竟股价从600+跌下来的。 因为我个人是偏好价值长线投资,假如您跟我一样,是那种5年以上视野的价值投资者,这种时刻往往是布局的好机会。因为 #UNH 的基本盘——医疗保险的刚需性、行业龙头地位、庞大会员基础——没变。美国人口老龄化趋势还在,长期医疗需求只会更高。所以中长期来看,是相对确定性比较高的! 我觉得现在买 #UNH 有点像2008年买强生(#JNJ)——短期麻烦多、市场不爱,但长线可能是最甜的果子。跟随大佬们,用时间和耐心等市场情绪修复。🧐
$BABA
+8.89%
$PDD $BIDU $JD $NVDA
+5.46%
$MSFT
-12.08%
$GOOGL $UBER $META
+35.64%
$SPY $IVV $IEMG
桥水清仓中概股的新闻,今天在各个金融群炸锅了,毕竟我也是买了桥水在中国的基金,华润创意桥云9号,今年业绩十分突出,有40%+回报率。但突然主体基金清仓中国的策略,让人始料未及! 我们仔细研究了Ray Dalio 这次 Bridgewater 2025年二季度的13F报告,简单一句话来看:老爷子这是彻底“弃船”中国互联网股,转头一头扎进了美股 AI 巨头的怀抱。 1️⃣彻底撤出中国互联网 Bridgewater 直接清仓了 $BABA 、 $PDD 、 $BIDU 、 $JD ,套现大约 11.3 亿美金。 这不只是“减仓”,这是“清空冰箱”式的退出。 在我看来,原因可能有三: • 中国经济复苏不及预期,消费、出口两头承压 • 政策不确定性高,尤其是平台经济监管阴影尚存 • 美股这边 #AI 赛道收益率太诱人,机会成本太高 换句话说,Dalio 不是觉得中国没潜力,而是觉得短期内资本效率太低,不如直接把钱放到能立刻跑起来的赛道,尤其是 #AI 领域。 2️⃣重仓 #AI 和美股科技巨头 这季度的增持动作可以用“暴力”来形容: • $NVDA 加了 154%,一下多了 5.52 亿美金,现在成了第三大持仓 • $MSFT 加了 3.93 亿 • $GOOGL 加了 4.18 亿 • 甚至 $UBER 也猛加 5.31 倍 这个组合直接把 #AI 核心硬件( $NVDA )+ AI 应用平台( $MSFT 、 $GOOGL 、 $META )绑成一个战车,明显是押注未来 3-5 年的 #AI 基础设施浪潮。而且 $Uber 也很有意思,说明他们看好 #AI 在出行、物流等实际场景的渗透。 3️⃣ETF 还是核心底仓,但开始“修剪” 虽然 $SPY 、 $IVV 、 $IEMG 还是大仓位,但 Dalio 这次减了 SPY 21.9%,套了 4.52 亿美金。 这是一种“从大水池里舀水出来,倒进 #AI 桶里”的操作。ETF 作为被动收益的底仓还在,但加了更多主动进攻型仓位。 整体思考来看,目前A股3700点,恒生25270点,标普500 6468点,美股目前历史高位,如此大力度加仓美股,撤出中国市场,说明以桥水为代表的外资,短期在中国市场看不到正向回报,就不占着资金池。而此刻这种历史高位,全面加码 #AI 赛道,把资金集中到最具确定性、最受资金追捧的核心标的上,这种抓大放小的策略,也是值得深思。作为全天候策略,依旧保留ETF被动敞口,用ETF来保底,防止单一赛道波动太大。投资组合上,攻守平衡,既追 #AI 大趋势,又保留防守余地!值得学习借鉴🧐
$BABA
+8.89%
$PDD $BIDU $JD $NVDA
+5.46%
$MSFT
-12.08%
$GOOGL $UBER $META
+35.64%
$SPY $IVV $IEMG
Look at this. Block $XYZ flow was opened OTM all in one transaction, kept held for weeks. $XYZ was announced to join $SPY, the stock was up 10%. These wildly OTM calls expiring in months now ITM. Trader made millions. Unusual.
$XYZ $SPY
Here’s an example of traders knowing about a move before it happens. Block $XYZ has opened flow OTM all in one transaction, kept held for weeks. $XYZ is announced to join $SPY, the stock up 10%. These wildly OTM calls expiring in months now ITM. Trader will make millions. You can see flow traders using Unusual Whales caught the move, and signaled it beforehand! Come join the best software to never miss market moves!
$XYZ $SPY
$SPY 🚨 New from Unusual Whales: Team just dropped this week’s educational newsletter — and it’s a must-read. 🔥 This edition covers what I call the Price-to-Premium Theory and how to spot bullish premiums using Unusual Whales tools. 🐋📈 📬 Subscribe now to get the weekly
$SPY
📌 Crypto Market Update (July 14, 2025): BTC reaches ATH at $123K, consolidating near $120K (+10% in 7 days). ETH dominance at 9.7%. CMC Fear & Greed Index at 70 (Greed), Altcoin Season Index at 32. Memecore (+185%) and Pudgy Penguins (+88%) top weekly gains. Altcoin momentum surges: Stellar (+88%), Mog (+81%), Algorand (+61%), Hedera (+53%). Pump(.)Fun’s $600M ICO revives meme interest; Binance’s bonding curve launch boosts altcoin buzz. Institutional demand continues to power BTC: 🔹 MetaPlanet adds 797 BTC ($93.6M) 🔹 MicroStrategy adds 4,225 BTC ($472.5M) 🔹 $IBIT is the 3rd most traded ETF today after $SPY and $QQQ 🔹 ETH ETFs sees +$900M inflows last week BTC consolidates at $121K, support at $115K–$118K, and targets $130K. Dominance at 63.7% hints at an altcoin season by Oct–Nov. Analysts differ on regular vs. super cycle. Memecoin momentum may be peaking as stablecoins and RWAs gain attention. 65% of users expect a regular cycle; 35% are betting on a super cycle. 🎧 Watch the full weekly crypto forecast below for deeper insights into these trends ⬇️
$IBIT
-95.65%
$SPY $QQQ
+1.7%
Feeding frenzy in $IBIT today, 3rd most traded ETF today after $SPY and $QQQ (normally it's 15-20th spot). While we on topic of punching above weight, check out all the leveraged semi conductor ETFs. Wow. Degens are out in full force today.
$IBIT
-95.65%
$SPY $QQQ
+1.7%
This is interesting. A politician, Rob Bresnahan, has literally been trading leveraged positions while in office. He made numerous covered call options plays, such as Berkshire, $BRK.B, expiring $340 06/202025, S&P500, $SPY, $455 call expiring 06/20/2025 & much more. Unusual.
$BRK.B $SPY
$SPY +60% Day Trade On Call options without looking at a chart. I used Unusual Whales Market tide Net puts dropped, volume stayed positive and strong, net calls flipped green—tested calls, secured 60% ROI fast. Learn to use the Tools here:
$SPY
If interested in understanding 351 Exchanges, highly recommend this conversation w/ @AstoriaAdvisors Bruce Lavine... He does an excellent job of explaining the basics. Plus, @ToddRosenbluth & I offer our top 3 ETF stories so far this year, along w/ a few under-the-radar ones.
$VOO $SPY $SPMO $VFLO $LCOR
Say you wanted to know the risk of any given stock? For example $MSFT. You could see it versus $SPY, the historical beta, sharpe ratio, P/L distribution, and much more on Unusual Whales. Join here:
$MSFT
-12.08%
$SPY
The market at the moment is mainly long puts, and abandoning calls. Shorting $SPY, $UNH, and $TSLA are the top negative contributors to the market tide.
$SPY $UNH $TSLA
+602.83%
Say you wanted to know the risk of any given stock? For example $MSFT. You could see it versus $SPY, the historical beta, sharpe ratio, P/L distribution, and much more on Unusual Whales. Join here:
$MSFT
-12.08%
$SPY
Platform now picking up a rising wedge on $SPY daily... Trouble brewing? 👀
$SPY
$SPY 593C 6/13 whale taking profits 6.71 to 8.78 Nice trade @unusual_whales
$SPY
Market $SPY and futures $QQQ have exploded higher after President Trump's global tariffs were blocked by the US trade court. Futures up 1.33% in after hours!!! Link:
$SPY $QQQ
+1.7%
This trader turned $1.2 million into nearly $20 million. Right before close, in the FINAL MINUTES of the market, traders bought MILLIONS in $SPY calls, the largest volumes of days. These calls were all OTM, expirying the next Wednesday & Friday (!!!). The $580 calls went 1400% in one day. Unusual. See more: https://t.co/flHg4vOCXh
$SPY
Send this to the friend who swears trendlines don’t work. $SPY
$SPY
This Weeks Economic Calendar👇 $SPY $QQQ $IWM
$SPY $QQQ
+1.7%
$IWM
This trader turned $1.2 million into nearly $20 million. Right before close on Friday, in the FINAL MINUTES of the market, traders bought MILLIONS in $SPY calls, the largest volumes of days. These calls were all OTM, expirying the next Wednesday & Friday (!!!). The $580 calls went 1400% in one day. Unusual. See more: https://t.co/flHg4vPaMP
$SPY
This trader turned $1.2 million into nearly $20 million. Right before close on Friday, in the FINAL MINUTES of the market, traders bought MILLIONS in $SPY calls, the largest volumes of days. These calls were all OTM, expirying the next Wednesday & Friday (!!!). The $580 calls went 1400% in one day. Unusual. See more: https://t.co/flHg4vOCXh
$SPY
Good morning to everyone:
$SPY
Bulls reclaimed the 200-day SMA with authority today. $SPY | $QQQ
$SPY $QQQ
+1.7%
Good night to everyone:
$SPY
Sign in to Coinnx