Combining stocks & crypto to outperform the market | Elite Pro Investor on eToro | Panic Drop Newsletter
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4 Feb 2025
Want to make it in crypto?
Hereโs everything you need to:
โข Buy altcoins in a strong uptrend
โข Avoid the most common mistakes in crypto
โข Understand why all altcoins are meme coins
Start here:
๐ฝ (1/5)
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Happy Sunday all! If you missed the past 24 hours in crypto and stocks, here's your full recap:
๐จ Major Headlines & Market Moves ๐จ
- President Trump stated that a peace deal with Iran is scheduled to be signed tomorrow, with the Strait of Hormuz set to open to all immediately after the agreement.
- Iran denied claims of an imminent deal signing and stated no agreement would be signed on Sunday, while Pakistan indicated an electronic signing ceremony could occur soon and expressed optimism about lasting peace.
- Betting odds for a US-Iran nuclear deal before November rose to 60 percent on prediction markets.
- SpaceX $SPCX beat Nvidia's record for the largest single-day market cap increase after its IPO, adding over 350 billion dollars.
- Google's reported 900 million dollar investment in SpaceX has grown to 100 billion dollars.
- Michael Saylor commented on SpaceX going public, noting that 25 percent of the Mag8 now holds Bitcoin on its balance sheet.
- The US government issued an export control directive to Anthropic, suspending foreign access to its Mythos Fable 5 AI model for national security reasons, leading to a worldwide disablement of access.
๐ Altcoin Market Updates ๐
- Tokenized SpaceX $SPCX on Solana, issued by Backpack, surpassed 50 million dollars in on-chain volume within its first 24 hours and led tokenized stock volumes, with strong liquidity and open interest on platforms like Hyperliquid.
- Bittensor $TAO rose over 13 percent following the US government action on Anthropic's AI models, with comments highlighting the importance of decentralized AI approaches.
- MetaMask reported a disruption to connectivity on multiple networks and stated its team is working to resolve the issue.
If you enjoyed this daily roundup, make sure to follow me โ I'll see you tomorrow.
$BTC $ETH $SOL $NVDA $SPY
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Understanding Bitcoinโs 4-year cycle can feel like a guessing game.
panicdrop.substack.com/
Thatโs why I break it down weekly, cutting through the noise to make it simple.
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Who is getting their steps in today?
Let's touch some grass๐
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This week in markets was absolutely insane!
Here's what happened:
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Happy Saturday all! If you missed the past 24 hours in crypto and stocks, here's your full recap:
๐จ Major Headlines & Market Moves ๐จ
SpaceX completes the largest IPO in history and begins trading on Nasdaq under ticker $SPCX. Shares surge sharply after opening well above the $135 IPO price, pushing the companyโs market cap above $2 trillion and briefly making it one of the top 6-7 largest companies in the world by market cap.
Elon Musk becomes the worldโs first trillionaire as SpaceX shares trade actively on debut day, with hundreds of millions of shares changing hands in a single session.
SpaceX discloses holdings of 18,712 BTC, instantly ranking it among the largest public corporate Bitcoin holders.
Bitcoin climbs to $64,133 after bouncing cleanly off its 200-week moving average
Standard Chartered declares the Bitcoin bear market bottom is in at $59,000 and welcomes the start of โcrypto Spring.โ
The White House signals optimism that the crypto Clarity Act can be passed by July 4th, with officials noting significant behind-the-scenes progress.
Iran and the US advance toward a potential agreement referred to as the โIslamabad Agreement,โ with Iranian officials stating that understandings have been reached on a large portion of issues and that final internal conclusions are near.
Iran emphasizes it will not surrender control of the Strait of Hormuz in any deal with the US.
Crypto derivatives platforms see explosive interest in SpaceX exposure, with Hyperliquidโs $SPCX pre-IPO perpetual futures surpassing $1 billion in 24-hour volume and hundreds of millions in open interest.
Some crypto platforms encounter issues delivering SpaceX-related products, leading to canceled campaigns and full refunds for users on certain exchanges.
The DOJ approves Paramountโs $110 billion acquisition of Warner Bros.
The US government orders Anthropic to suspend foreign access to its Mythos Fable 5 AI model over national security concerns.
๐ Altcoin Market Updates ๐
Zcash passes a comprehensive security audit conducted with Anthropicโs Mythos, with no additional serious bugs identified in the protocol.
Solana outperforms several centralized exchanges by bringing SpaceX-related trading products to market first and handling demand without downtime or service issues.
Hyperliquidโs native token reclaims the $60 level amid heavy platform activity driven by high-volume perpetual markets.
If you enjoyed this daily roundup, make sure to follow me โ I'll see you tomorrow.
$BTC $ETH $SPACEX $SPY $QQQ
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For anyone interested in listening to the daily crypto news instead of reading.
There is a podcast ๐๏ธ
๐
panicdrop.substack.com/
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$MSTR gained 29,73% on its first trading day.
Can $SPCX beat Microstrategy today?
Credit: @Bluekurtic
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SpaceX is now more expensive than Nvidia and every Big Tech name on a price to sales basis.
The multiples are striking:
โข Rocket Lab: 115.4x sales
โข SpaceX: 93.7x
โข Planet Labs: 50.4x
โข Nvidia: 24.5x
โข Microsoft: 11.3x
โข Amazon: 3.8x
SpaceX trades at nearly 4x Nvidia's price to sales.
These aren't bets on today's revenue. They're bets on what space becomes over the next decade. Huge upside, but execution has to be flawless.
Credit: LSEG
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The dot com top came when more capex stopped boosting share prices.
Per Bloomberg, the lesson from the late 1990s:
โข For years, rising capex and stock prices climbed together
โข In late 1999, capex kept rising but prices stopped responding
โข The link snapped, and the sector collapsed
Why it matters today:
โข The AI boom is also a capex story
โข So far, prices are still rewarding the heavy spending
โข The warning sign isn't more capex, it's when capex stops driving stocks higher
As long as spending and prices rise together, the trend is healthy.
Credit: Bloomberg
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How much weight are we ligging today?
Me and Elon are prepared for the biggest market launch ever
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Happy Friday all! If you missed the past 24 hours in crypto and stocks, here's your full recap:
๐จ Major Headlines & Market Moves ๐จ
- SpaceX priced its record IPO at $135 per share, raising $75 billion through the sale of over 555 million shares and hitting a $1.77 trillion valuation, with projections exceeding $2 trillion and retail orders surpassing $100 billion.
- The United States officially became the worldโs largest oil producer and exporter, surpassing Saudi Arabia.
- $1.15 trillion was added to the U.S. stock market in a single day, with the S&P 500 rallying 1.75%.
- U.S. PPI rose to 6.5%, beating expectations. For the first time since 2023, U.S. prices are now rising faster than wages.
- The ECB and Denmark each hiked rates by 25 basis points for the first time since 2023 amid rising global inflation pressures.
- BlackRock filed an 8-A form for its Bitcoin Premium Income ETF, which typically signals a launch within about one week.
- Bitcoin now has an 81% chance of pumping back above $65,000 this month according to Polymarket.
- U.S. Senator Cynthia Lummis said a Strategic Bitcoin Reserve has โgenerationalโ upside.
- CFTC Chair Mike Selig said the Clarity Act will help future-proof Bitcoin and crypto by setting clear rules and ending regulation by enforcement and opaque guidelines.
- Hungary plans to decriminalize Bitcoin and crypto trading.
- Bitcoin and Gold are the two worst-performing major assets year-to-date in 2026, while emerging markets/international stocks, small/mid caps, and value stocks have outperformed U.S. large caps and most of the Magnificent 7.
- X added โBig Chartsโ for crypto and stock tickers directly on the timeline.
- Citigroup plans to launch tokenized securities of private companies.
๐ Altcoin Market Updates ๐
- XRP was recognized in Fortune Magazineโs inaugural FortuneCrypto100 ranking of the most influential blockchain projects.
- Kalshi launched $HYPE perpetuals trading, with the token also listed on Public. Fomo separately announced perpetuals powered by Hyperliquid and Trade.xyz.
- The $MATCH token on Solana surged 55% today as the leading World Cup token ahead of the opening ceremonies.
- Coinbase introduced โCoinbase for Agents,โ enabling AI agents to autonomously execute trades, manage portfolios under guardrails, and pay for data/research tools.
- The Solana Foundation said the $SPCX IPO will be available on Solana as soon as it launches anywhere.
- Cardano co-founder Charles Hoskinson announced plans to create a well-moderated Discord for a community migration away from X to enable more positive and productive discussions.
- $SPCX pre-IPO perpetuals on Hyperliquid surpassed $150 million in open interest.
- Michael Saylor stated that confidence in Ethereum has collapsed amid intense competition from other chains and L2s, which will succeed or fail based on real utility.
If you enjoyed this daily roundup, make sure to follow me โ I'll see you tomorrow.
$BTC $ETH $SOL $SPY $OIL
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Meanwhile $ADBE holders
BREAKING: The S&P 500 closes 1.75% higher, adding $1.2 trillion in market cap, as President Trump says a deal with Iran is coming shortly.
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Traders long $OIL right now
BREAKING: US oil prices collapse below $87/barrel after President Trump cancels scheduled strikes on Iran.
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๐จ ๐๐๐ซ๐ค๐๐ญ ๐๐ฎ๐ณ๐ณ ๐๐๐๐ ๐๐๐ ๐จ
Markets are being slammed by ๐ฐ๐๐ซ, ๐ข๐ง๐๐ฅ๐๐ญ๐ข๐จ๐ง ๐๐ง๐ ๐จ๐ข๐ฅ right now.
What we're breaking down live
๐๐ ๐ฌ๐ญ๐ซ๐ข๐ค๐๐ฌ ๐จ๐ง ๐๐ซ๐๐ง ๐ซ๐๐ฌ๐ฎ๐ฆ๐ as Tehran declares the Strait of Hormuz closed
๐๐ง๐๐ฅ๐๐ญ๐ข๐จ๐ง ๐ก๐ข๐ญ๐ฌ ๐ ๐ ๐ฒ๐๐๐ซ ๐ก๐ข๐ ๐ก with CPI surging to 4.2%
๐๐จ๐ฐ ๐๐ฎ๐ฆ๐ฉ๐ฌ ๐๐๐ ๐ฉ๐จ๐ข๐ง๐ญ๐ฌ as stocks sink toward session lows
๐๐ข๐ฅ ๐ฉ๐ฎ๐ฌ๐ก๐ข๐ง๐ ๐ก๐ข๐ ๐ก๐๐ซ with Brent near $95 on supply fears
๐๐ข๐ญ๐๐จ๐ข๐ง ๐ฌ๐ญ๐ฎ๐๐ค ๐ง๐๐๐ซ $๐๐๐ as ETF outflows drain risk appetite
๐ฅ Join us live
youtube.com/live/LV9IgGIUYC8โฆ
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๐ช๐ต๐ฒ๐ฟ๐ฒ ๐ฑ๐ถ๐ฑ ๐ฎ๐น๐น ๐๐ต๐ฒ ๐ฎ๐น๐๐ฐ๐ผ๐ถ๐ป ๐๐ฟ๐ฎ๐ฑ๐ฒ๐ฟ๐ ๐ด๐ผ? ๐ ๐ณ๐ผ๐๐ป๐ฑ ๐๐ต๐ฒ๐บ. ๐ง๐ต๐ฒ๐'๐ฟ๐ฒ ๐ฏ๐๐๐ถ๐ป๐ด ๐๐ ๐ฝ๐ฒ๐ป๐ป๐ ๐๐๐ผ๐ฐ๐ธ๐.
The best alt season we ever had was driven by retail. Young people piling into altcoins because crypto was the shiny new thing that would make them rich.
Fast forward to today. Those same traders are still holding bags. And the new generation watched them lose money the whole way down. Their conclusion? Crypto is a scam.
So their money is going somewhere else. AI stocks. Even penny stocks with nothing but AI in the name. The asset changed but the behavior is identical. Retail always chases the shiniest object in the room.
In 2017 that was altcoins. In 2026 it's AI.
What does that mean for this altcoin cycle? I break it down every week in my newsletter, with everything else moving the crypto market.
Join 4,200 investors reading Panic Drop:
panicdrop.substack.com/
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Happy Thursday all! If you missed the past 24 hours in crypto and stocks, here's your full recap:
๐จ Major Headlines & Market Moves ๐จ
- U.S. inflation rose to 4.2%, with President Trump commenting that he loves inflation.
- $1.1 trillion was wiped from the U.S. stock market.
- The Warren Buffett Indicator hit its highest level ever, signaling the stock market is significantly overvalued.
- SpaceXโs IPO has attracted demand for more than four times the shares available, with retail traders reportedly borrowing money to chase it.
- Senator Cynthia Lummis stated that other nations are accumulating Bitcoin quietly and that the U.S. should do it loudly by law.
- MicroStrategy CEO Phong Le reaffirmed that the company will continue to be the largest buyer and holder of Bitcoin in the world.
- Polymarket now gives a 63% chance that Bitcoin will pump back above $65,000 this month.
- Interest expense on U.S. public debt hit a record $1.3 trillion over the last 12 months and is on track to become the largest line item in the federal budget.
- Oracle reported strong Q4 results with cloud revenue up 47% year-over-year to $9.9 billion and beat earnings expectations.
- U.S. sanctions were imposed on multiple Chinese companies for supporting Iran, amid ongoing geopolitical tensions.
๐ Altcoin Market Updates ๐
- Total staked Solana supply value hit its lowest level since early December 2023.
- NEAR Protocol announced that Hyperliquidโs Hypercore is now live on NEAR Intents.
If you enjoyed this daily roundup, make sure to follow me โ I'll see you tomorrow.
$BTC $ETH $SPX500 $NSDQ100 $OIL
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For anyone interested in listening to the daily crypto news instead of reading.
There is a podcast ๐๏ธ
๐
panicdrop.substack.com/
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