Notes
When we buy 90k range remember
1) GTA 6 is coming - gaming tokens are gonna rally eg $gala , $axs , $xai , $beam
2)Its summer - people are gonna be out n about . Music NFT concert tokens and video streaming tokens $audio , $theta
3)Last leg before bear market - mainstream tokens $LTC , $XRP , $XLM , $doge
4) Memes that rally during game coin rally - $floki , $shib , $NPC
5) Tech tokens - AI tokens eg $FET , $RENDER
6) Largest gainers from last cycles - $TeL , $trump
Add it to the watch list !
MARKET HIGHLIGHTS
CONSUMER
🔸 Lululemon ( $LULU): Q4 adj. EPS $6.14 (est. $5.85); revs +13% y/y to $3.61B (est. $3.57B). Q1 comp sales +3% (+4% constant dollar). Q4 Americas comps flat; Intl +20%. Sees Q1 EPS $2.53-$2.58 (est. $2.78) & revs $2.34B-$2.36B (est. $2.39B).
🔸 Oxford ( $OXM): Q4 adj. EPS $1.37 (est. $1.27), sales $391M (est. $383.94M). Guides Q1 sales $375M-$395M (est. $401.18M), EPS $1.70-$1.90 (est. $2.79). Sees FY revs $1.49B-$1.53B (est. $1.54B), EPS $4.60-$5.00 (est. $6.81).
ENERGY, INDUSTRIALS & MATERIALS
🔸 AAR ( $AIR): Q3 adj. EPS $0.99 (est. $0.96), revs +20% y/y to $678M (est. $699.13M). Adj. EBITDA +39% y/y to $81M; margin 12% (10.3% prior). Op margin 10.5% (5.8% y/y).
🔸 Argan ( $AGX): Q4 EPS $2.22 (est. $1.15), EBITDA $39.3M (est. $19.4M), revs $232.5M (est. $197.5M).
🔸 KULR ( $KULR): Q4 EPS ($0.02) in line, op. inc. ($3.54M) (est. $3.046M), revs $3.37M (est. $2.901M). Bitcoin holdings $20.28M (as of 12/31/24).
🔸 Nippon ( $NPSCY)/US Steel (X): Offering more investment to Trump admin to close $14B merger – Semafor.
🔸 Schneider ( $SNDR): Downgraded to Neutral at BofA, tgt cut to $25 (from $34) on weaker demand, tariff uncertainty, and pricing pressure.
FINANCIALS
🔸 Voya ( $VOYA): Downgraded to Underperform at BofA, tgt cut to $71 (from $79). Estimates imply $7.10-$7.90 EPS for 2025 (vs. est. $8.14).
HEALTHCARE
🔸 Beam ( $BEAM): FDA clears NDA for BEAM-302 (alpha-1 antitrypsin deficiency).
🔸 CureVac ( $CVAC): EU patent upheld with amendments.
🔸 Kodiak ( $KOD): Q4 EPS ($0.84) (est. ($0.88)); cash runway into 2026.
TECH, MEDIA & TELECOM
🔸 CoreWeave ( $CRWV): 37.5M share IPO at $40, below $47-$55 range; reduced from 49M shares.
🔸 Braze ( $BRZE): Acquires OfferFit for $325M (cash & stock).
🔸 Civeo ( $CVEO): Approves share buyback up to 10%.
MORNING BID
🔸 QXO ( $QXO) is in talks to buy Beacon Roofing Supply (BECN) for $11B ($124.35/share in cash).
🔸 Uber ( $UBER) & Lyft ( $LYFT) dominate North American ride-hailing, but Bolt aims to challenge them, per The Information.
🔸 Xpeng ( $XPEV) plans to mass-produce its modular flying car by 2026, said Chairman He Xiaopeng.
🔸 Yum China ( $YUM) appointed Adrian Ding as CFO, removing his interim title after a search following Andy Yeung’s resignation.
🔸 Franco-Nevada ( $FNV) Q4 adj. EPS $0.95 (est. $0.89), revenue $321M (+6% y/y, est. $304.44M); expects 2025 revenue to rise 25%+ with gold at $2,800/oz.
Upgrades:
🔸 Grainger ( $GWW), Fastenal (FAST) → Outperform (from Market Perform) at William Blair.
🔸 Knight-Swift ( $KNX) → Neutral (from Sell) at Citigroup.
Downgrade:
🔸 Sherwin-Williams ( $SHW) → Hold (from Buy) at Jefferies.
🔸 Beam Therapeutics ( $BEAM) prices 16.2M shares at $28.48 each.
🔸 DexCom ( $DXCM) gets FDA warning after inspections but sees no material impact on FY25 revenue.
🔸 Nordisk ( $NVO) reports REDEFINE 2 trial met its primary endpoint, showing significant weight loss with CagriSema in 1,206 patients over 68 weeks.
🔸 Trevi ( $TRVI) Phase 2a RIVER trial: Haduvio reduced 24-hour cough frequency by 67% (57% placebo-adjusted, p<0.0001).
🔸 Cognizant ( $CTSH) shares rose as Mantle Ridge built a $1B+ stake, seeing them as undervalued (WSJ).
Upgrades:
🔸 DocuSign ( $DOCU) → Neutral (from Underweight) at JPMorgan.
Deals:
🔸 NVent ( $NVT) to buy Avail’s electrical products for $975M, expects EPS boost in year one.
🔸 Perion ( $PERI) expands buyback program to $125M.
🔸 Taiwan Semi ( $TSM) Feb revenue NT$260.01B (+43% y/y, -11% m/m); Jan-Feb total NT$553.30B (+39% y/y).
A whale sold $PEPE and $BEAM at a loss of over $14M, then bought 5.35M $ONDO($6.26M)!
The whale spent $9.18M to buy 261.6B $PEPE and sold for $2.12M, losing $7.05M!
The whale also spent $11.11M to buy 531.7B $BEAM and sold for $4.1M, losing another $7.01M!
Then he spent 6.26M $DAI to buy 5.35M $ONDO.
Address:
0x6555e1cc97d3cba6eaddebbcd7ca51d75771e0b8

List of altcoins I have been accumulating, holding, and am bullish on:
- $ETH
- $SOL
- $KAS
- $SUI
- $AIOZ
- $ENA
- $BEAM
- $ONDO
- $TIA
- $PEPE
- $RENDER
- $FET
- $BRETT
- $TAO
- $PENDLE
- $APT
- $MOVE
I will scale more into small caps later this cycle.
What coins am I missing? 👇
据 Tokenomist 统计,未来 7 天内单笔大额解锁的有 $ARB $MRS $ID $APE $QAI $ADA $ENA $MURA $PIXEL $PRIME $EIGEN $KARRAT $ACE $CATI 等.
未来 7 天内线性大额解锁的有 $SOL $WLD $TIA $TAO $AVAX $DOGE $SEI $NEAR $DOT $SUI $FIL $ARKM $ENS $ATOM $JTO $BEAM 等。解锁总价值超过 8.43 亿美元。
$ARB
-2.07%
$MRS -24.42%
$ID +2.13%
$APE +1.13%
$QAI -4.47%
$ADA -0.79%
$ENA -6.69%
$MURA $PIXEL -2.84%
$PRIME -5.45%
$EIGEN -2.19%
$KARRAT -5.24%
$ACE -4.6%
$CATI +7.39%
$SOL -1.56%
$WLD -1.65%
$TIA -3.18%
$TAO +1.16%
$AVAX -0.51%
$DOGE -1.19%
$SEI +0.16%
$NEAR -0.08%
$DOT +0.26%
$SUI -6.46%
$FIL +0.27%
$ARKM -1.43%
$ENS +2.07%
$ATOM +0.49%
$JTO +2.66%
$BEAM -2.67%
I’m buying $XBG here at $0.26 💎
It will be one of the biggest gaming tokens of the cycle and the next $BEAM, $SUPER!
team at @XBorgHQ is insanely packed and got crazy tokenomics & ideas going! 🤫
I think it can 50x from here if they get the right CEX listings.

发现了一个新的赛道,我在 $0.22 的价格买了点他就是 $XBG 媲美 $BEAM 和 $SUPER 的存在!
目标价格:$1
牛市初期可以期待布局一下,等待几个月后的收获成果。
该项目最近的融资补充了他们之前筹集的资金,参与融资的有以太坊基金会、ESL、FaceIt、France Esports、Aave、Yield Guild Games、Moralis 等公司的高管,阵容强大!
下面是几个利好预期:
一级 CEX 上市:XBG 将于未来几个月在顶级交易所上市。
合作伙伴公告:XBorg 将很快宣布与顶级电竞战队(如 Team Liquid、Ninjas in Pyjamas、Team BDS 等)、游戏品牌和内容创作者的新合作。
创新产品发布:XBorg 即将推出新型创新产品。
全球 XBG 增长活动:XBorg 将与创作者、社区和 Alpha 群组合作,发起全球性增长活动,扩大持币者群体。

Agree with Ellio here
Gaming coins are violently being slept on. I think gaming heats up massively in 2025
Already seeing pro gamers begin to dabble in crypto gaming & streaming
$KARRAT
$SUPER
$NEURAL
$CAH
$BEAM
my fav gaming tokens rn
Am I too late to buy? Did the ship sail is the question everyone has in mind.
These are some narratives that aren't started yet and you may wanna look at them.
Bitcoin layer 2s : $STX, $API3, $RIF, $MERL
Interconnecting bridges : $PYTH, $AXL
Ultra low caps on mainstream L1s : $GLMR, $AURORA, $VELO
NFT and NFT market places : $BLUR, $APE
GAMING TOKENS : $AXS, $ILV, $MYRIA, $EGLD, $BEAM, $XAI
Not so mainstream L1s : $Sui (still severally undervalued ) , $TIA
$ETH Based tokens - $ENS, $LDO
Next 6 months are crucial to make money and bull run is only getting started!
Top 10 Gainers in the last 7D among Top 100 #crypto 👇
$APE
$DOGE
$BEAM
$WLD
$WBT
$ENA
$LTC
$JUP
$GALA
$MOG
Bought any of these this week? 🤔
https://t.co/bp2aJXG3dJ

Check out the Weekly Leading Sectors on #KuCoin and their Trending Coins (October 15, 2024) ⤵️
🔥 Base Meme - $BRETT, $DEGEN
🔥 DePIN - $BDX, $IOTX, $IO, $GRT, $IOTA
🔥 Binance Launchpad - $SUI, $BEAM, $ENA, $MANTA

盘点以下工作量证明 (PoW) 共识机制的加密货币排名不分先后:
(pow才是币圈本来该有的样子)
比特币 $BTC :最初也是最知名的加密货币,它通过其挖矿过程普及了 PoW。
比特币现金 $BCH :比特币的一个分支,旨在维持更大的区块大小以加快交易处理速度,仍然使用 PoW。
莱特币 $LTC :通常被称为比特币黄金中的白银,莱特币使用不同的挖矿算法,但仍然采用 PoW。
Zcash $ZEC :Zcash 以其隐私功能而闻名,它允许默认情况下私密的屏蔽交易,并且它使用 PoW。
门罗币 $XMR :专注于隐私,门罗币将 CryptoNight 算法用于其 PoW 机制,以确保交易不可追踪和不可链接。
Ravencoin $RVN :Ravencoin 专为资产创建和转移而设计,使用 KAWPOW 算法,该算法具有 ASIC 抗性。
DigiByte $DGB :它的 PoW 使用多种算法,包括 SHA256、Scrypt 等,旨在提高安全性并减少中心化。
Grin $GRIN :Grin 以其提供隐私的 Mimblewimble 协议而闻名,其 PoW 使用 Cuckatoo32 算法。
Beam $BEAM :另一种基于 Mimblewimble 的加密货币,使用 Equihash 进行 PoW。
$POWR :虽然它主要以其用于可再生能源交易的区块链而闻名,但它可能仍然使用 PoW 机制来达成共识,但这在提供的数据中并未得到明确证实。
$SMH :在作为具有智能合约功能的 PoW 代币的背景下提到。
$QUBIC :因将 PoW 与人工智能相结合而闻名,表明它是一种基于 PoW 的加密货币。