2 ideas from this batch

Saylor flips from buyer to seller as record ETF outflows mount — short Bitcoin proxies

The announcement from Saylor's Strategy that it may sell up to $1.25 billion in Bitcoin fundamentally flips the company from a price floor to a source of massive overhead supply. This comes at the exact moment when spot Bitcoin ETFs are see

Warsh Fed meets $80 oil as Yen craters — long USD/JPY momentum trade

Japan relies on imports for nearly 90% of its energy, meaning every tick higher in oil prices directly drains yen from the economy. With Iran actively seeking control of the Strait of Hormuz, oil supply is structurally threatened, ensuring