Mintttch🐣

Uncle Jerome Powell's term as Fed Chair has ended after serving a full 8 years since 2018 . Throughout these 8 years, it has been one of the toughest periods for the Fed - The COVID-19 pandemic that halted the economy - U.S. inflation soaring to the highest in 40 years - And the rising interest rate cycle that pressured the stock market, housing, and loans . One of the most talked-about points was that initially Powell viewed inflation as “transitory” but eventually had to raise rates aggressively to bring inflation down . However, he will remain as a Fed Governor to help maintain continuity of monetary policy until 2028 . And the person the market will watch next is Kevin Warsh who will take over as the new Fed Chair . Many will be watching how interest rates, inflation, and the Fed's independence will change under the new leadership

Bitcoin has returned to touch $82,000 again . After news that the Senate Banking Committee is moving forward to approve the Crypto Clarity Act . The key point of this law is to help clarify regulations in the crypto market especially the role of regulatory agencies and the status of digital assets

Someone turned $120 into nearly $900,000 from $ETH (but it took 10 years). . The story is this wallet bought ETH during the Ethereum presale in 2015 with just about $120, which at that time bought around 400 ETH. . Then the wallet owner quietly held on for almost 10 years. . Recently, this wallet started moving, sending 50 ETH to a new wallet and depositing another 350 ETH into Bitstamp. . From $120 back then, it increased 7,500 times, reaching nearly $900,000 today. . Holding for almost 10 years without selling is amazing 🤣 But missed the ATH, otherwise it would have been even more satisfying

📊Trading Journal For anyone who still has trouble recording Trading Journals and tracking trading statistics, I recommend trying out the Dashboard I created. Or maybe friends can develop and improve it further, which I would be very happy about. My style is inspired by My Fxbook, a website for tracking Trading Statistics. The Dashboard includes: 🔸Set up account: After creating the Main Account, we divide it into Sub-Accounts for Spot or Future trading. 🔸Deposit page: For future deposits into any Sub-Account, so the deposit history is recorded. 🔸Create transaction page: This is the New Order page. 🔸Calculation page for Futures traders, offering 2 types of Stop Loss options: Fixed % and ATR. You need to select the ATR Multiplier to determine how many times the ATR is used in the calculation. 🔸API integration: Supports 4 sources - Binance, Kucoin, Bybit, and Coingecko. If no API is available, you can choose Manual mode and enter data daily in the Price Update Tab. This means you can add any Asset or coin manually without needing API data. 🔸Import trading history is supported but must match the Platform's Template. You can download the Template first, then use AI to convert your old trading history into the Dashboard's Template before uploading. You can validate all transactions before unchecking the box to enable the "Import" command and then upload the data. Installation commands for macOS: curl -fsSL | bash Installation commands for Windows: irm | iex The Dashboard runs on localhost on your own machine. If you close it and want to run it again to update data, open Terminal or Windows Powershell, navigate to the folder where you installed the dashboard, and run: ./dev.sh (for macOS) .\dev.ps1 (for Windows) My GitHub: Feel free to test and try it out. I hope it will be useful. Note: All images shown in each section are Mock Up Trading Transactions to demonstrate how the Dashboard displays results.

$NVDA is now so large that its market capitalization exceeds the GDP of almost every country in the world. . NVIDIA's value is greater than the economy of every country except only the USA and China. . Based on the latest market cap figure of $5.5 trillion

In case anyone is still confused about what "Photonics" actually contains inside? And why recently people have started to see it as potentially another important backbone of the new AI infrastructure I tried to summarize the supply chain of "lasers + optical components" used in AI Data Centers in an easy-to-understand way. First, you need to know... when big GPU clusters from $NVDA or $AVGO need to communicate (send data), they have to get faster and faster. Copper currently used is hitting its limit because it consumes power, generates heat, and transmits data slowly. Eventually, the world is moving towards "data transmission by light," which we know as Photonics. And this is where photonics immediately becomes very important. So I want to lay the foundation for everyone to understand that from upstream to downstream, there are about 6 main phases. 1. Raw Materials -> Uses "Indium" + special wafers. The problem is... China holds about 70% of the world's Indium. -> This means geopolitical risk starts right at the upstream, and this is the first bottleneck of photonics (which is why $AXTI surged 8260% within 1 year). 2. Laser Die / Chip (Laser) This is the heart because the laser must be - powerful - stable - very low noise - fast data transmission There are not many companies that can really do this, including -> $LITE -> $COHR -> SiTime -> $AAOI I see this as a major chokepoint because it’s extremely difficult to make. 3. ELS Module (Laser Module) Combining multiple lasers together Simply put, it allows "multiple colors of light" to run simultaneously in one fiber. Why? To massively increase bandwidth. Companies that do this include -> $LITE -> $COHR -> $AAOI -> $POET -> SiTime Whoever controls the module well has the chance to control the entire system flow. 4. Integration / Packaging This phase is highly underrated and not many pay attention to it. Simply, it’s about connecting - laser - silicon photonics - fiber with precision below "1 micron". Even a slight error can destroy the signal. Companies involved are -> $TSM -> ASE Technology -> Sumitomo Electric -> $GLW -> SENKO The bottleneck here is purely precision manufacturing. 5. CPO Assembly This phase fully enters the era of “Co-Packaged Optics,” known as a supercycle (if you haven’t read my article, please do). It means placing the optical engine directly next to the ASIC. Instead of long cables like before, this helps - reduce latency - lower power consumption - boost bandwidth Main companies are -> $NVDA -> $AVGO -> Ayar Labs -> Celestial AI The bottleneck here is packaging capacity + foundry. 6. Finally, the ecosystem (software) -> No matter how good the hardware is, if the software + network stack isn’t ready, everything fails. -> This is why $NVDA’s ecosystem is so strong because once customers are locked in... switching costs are extremely high. In summary Photonics is not just about lasers, but it has a very long supply chain from -> raw materials -> chips -> modules -> packaging -> systems -> and this doesn’t even include testing yet. Each phase has its own "bottleneck." Find it, and you might discover the next $AXTI (if you find it, let me know 555+). Right now, whoever controls the chokepoints has the chance to take a big slice of the sector’s cake. This is why recently the market has been increasingly hunting for optical / photonics / CPO because AI doesn’t just need GPUs to invest in; there’s a lot more money flowing into other areas...

CertiK releases the Skynet DPRK Crypto Threats Report about crypto threats from groups linked to North Korea . The shocking figure is from 2016 to early 2026 DPRK-linked actors are estimated to have stolen about $6.75 billion in crypto from 263 incidents . But the scarier point is they don’t attack most frequently but when they do, the damage is huge . In 2025, these groups accounted for only 12% of all incidents but about **60% of the total stolen value** . And in 2026, the trend hasn’t stopped just in early 2026, DPRK-linked activity accounted for around 55% of global crypto losses . What this report clearly shows is most attacks don’t start from smart contracts . They usually start from “people” . fake job offers posing as VCs phishing fake repos fake job interviews or even infiltrating as IT workers in project teams . The Ronin case started from a fake LinkedIn job offer Bybit wasn’t hacked via smart contracts but attacked through supply chain and UI where users signed transactions believing they were legitimate Drift was described as a long-term operation over several months involving physical social engineering and relational infiltration . This shows that state-level hackers’ game is not like ordinary attacks . They don’t just look for bugs but study people study teams study processes and wait for the weakest point in defenses . The report also says that after the Bybit incident within 1 month, over **86%** of stolen ETH was converted to Bitcoin through mixers, bridges, DEXs, and OTC brokers . This means it’s not just a “stealing team” but a whole money laundering system operating as an industry . In short crypto security today doesn’t end with auditing smart contracts . It requires protecting people teams supply chains system access rights hiring and organizational work behavior . Because sometimes the most costly weakness may not be the code . But the person who accidentally clicks the wrong link accepts a fake job opens the wrong repo or trusts the wrong person . And in 2026, this may get even harder because the report warns that AI-generated personas, deepfakes, IT worker infiltration, and attacks via developer tools like VSCode / IDE workflows may become new attack arenas . So the crypto world may need to rethink security is not just a technical issue . It’s also about organizational culture