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Alfonso’s Daily Note,
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Metals in Motion

July 11, 2025

Metals are on the move this week — and in a big way.

Silver, Copper, Palladium, Platinum… All printing fresh breakouts at the same time.

Gold kicked things off last year. It’s been stair-stepping higher for months, leading the charge. But recently, it’s cooled off — and now the rest of the complex is following suit.

Silver’s breaking out from a massive base and pushing into territory we haven’t seen in over 13 years.

 

We think 50 is on the table — and it could get there fast.

Copper’s part of this conversation too. Always has been.

We don’t call it Dr. Copper for nothing — it’s a key read on growth and the global economy.

And this week? It just logged its best single-day gain in history.

 

Big moves like this usually mean one of two things:

A blow-off...

Hot Corner Insider

Steve Cohen's Point72 Ups Its $CLDX Stake to 6.70%

July 11, 2025

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Celldex Therapeutics $CLDX – Point72 Asset Management bumped its 13G stake from 3.95% to 6.70%.

That’s a big add from Steve Cohen’s shop. Smart money leaning in hard on biotech as the sector tries to base out.

We’re watching. 

📌 The Joint Corp $JYNT – Skylands Capital filed a 13G, increasing its stake from 4.96% to 5.10%.

A subtle move, but crossing that 5% line is never casual. This is a niche healthcare play seeing steady accumulation.

Here’s The Hot Corner, with data from July 10, 2025:

 

Click the table to enlarge it.

...
Alfonso’s Daily Note,
All Star Charts Premium

Crypto’s Next Leg

July 10, 2025

Bitcoin is breaking out to new all-time highs, and the broader crypto complex looks ready to follow.

I’m focused on the most important charts and levels.

BTC has been gearing up for a move all year long. Consolidating. Coiling. Digesting gains. Building up energy for the next leg higher.

Sentiment is nowhere near what we’ve seen in past cycles. And that’s a good thing.

For us, it all starts with one level: Bitcoin above 110K. That’s the line in the sand. That’s where we get aggressive.

Currently, BTC is resolving higher from a textbook bull flag at its old highs.

 

The breakout is on— I think we’re heading toward 150K.

Ethereum’s telling a similar story. It’s been coiling just like Bitcoin, and appears to be resolving higher now.

 

ETH is reclaiming the VWAP anchored to the all-time highs, which...