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QQQ & BTC

I like to treat Bitcoin like any other big-cap tech stock.

At $2 trillion in market cap, it’s not some small speculative play — it’s big enough to sit at the table with the Mag 7.

Both BTC and growth equities...

Alfonso's Daily Note
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Alfonso
EUFN

Whether you’re bullish or bearish, one thing is clear: if the world were truly falling apart, Financials would be front and center, leading the way down to zero.

That’s why I always keep a close eye on them. They’re like the market’s built-in...

Alfonso's Daily Note
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Alfonso