Flash News
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Amazon $AMZN E-Commerce Run-Rate Reaches 25% Toward $1 Trillion: Trading Takeaways and Crypto Angle
According to @StockMKTNewz, Amazon’s e-commerce business is now 25% of the way to becoming a $1 trillion annual business. Source: @StockMKTNewz. This progress implies an approximately $250 billion annualized e-commerce run-rate, a scale that can influence AMZN’s revenue mix and positioning by growth investors. Source: @StockMKTNewz. Amazon’s filings show e-commerce scale supports related lines like third-party seller services and advertising, which traders track for margin leverage and operating efficiency. Source: Amazon 2023 Form 10-K. Amazon currently does not accept cryptocurrency for payments, limiting direct crypto price linkage, while its primary blockchain exposure is via AWS’s Amazon Managed Blockchain services that support Ethereum-compatible networks and Hyperledger. Sources: Amazon Pay Help Center; AWS Amazon Managed Blockchain documentation. Traders can monitor segment margins and advertising attach rates in Amazon’s quarterly and annual disclosures to validate operating leverage alongside any run-rate milestones. Source: Amazon 2023 Form 10-K. (Source) More from Evan 12-26-2025 18:26 |
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Timnit Gebru Critiques 'Machine God' AI Stance in 2025 Post: Signals on AI Narrative and Market Sentiment
According to @timnitGebru, some AI advocates previously framed the choice as building a good 'machine god' or facing extinction and are now rebranding as concerned citizens while discussing AI, highlighting her criticism of that narrative shift on Dec 26, 2025 (source: @timnitGebru, Dec 26, 2025). For trading relevance, the post is a sentiment expression about AI safety rhetoric without specific market data, tickers, or metrics, implying no direct or quantifiable catalyst from the source alone (source: @timnitGebru, Dec 26, 2025). The post does not reference cryptocurrencies or digital assets such as BTC or ETH, indicating no explicit crypto-market impact stated in the source (source: @timnitGebru, Dec 26, 2025). (Source) More from timnitGebru (@dair-community.social/bsky.social) 12-26-2025 18:26 |
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2025 Crypto–AI and Robotics Playbook: Lex Sokolin Says Real Traction Must Beat Narrative for Traders
According to @LexSokolin, crypto will continue to fail in AI and robotics if markets prioritize narrative over real traction, making verifiable adoption the key filter for capital allocation in 2025, source: Lex Sokolin on X, Dec 26, 2025. For trading, this signals de-risking narrative-only AI and robotics plays and prioritizing projects that show measurable usage, user growth, or on-chain activity to reduce drawdowns and capture durable upside, source: Lex Sokolin on X, Dec 26, 2025. (Source) More from Lex Sokolin | Generative Ventures 12-26-2025 18:23 |
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Uniswap DAO Approves UNIfication: Fee Switch Activation and 100M UNI Burn with 125.3M Votes For, 742 Against
According to @CoinMarketCap, Uniswap's UNIfication proposal to turn on the protocol's fee switch and burn 100 million UNI was approved on Thursday, with 125.3 million UNI voting in favor and only 742 UNI against. According to @CoinMarketCap, the vote outcome indicates overwhelming DAO support for enabling the protocol fee mechanism and executing a 100 million UNI burn, key parameters that directly affect token supply and protocol fee policy. (Source) More from CoinMarketCap 12-26-2025 17:52 |
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US Equities See $5.1B Weekly Outflows on Profit-Taking, 10th in 14 Weeks; What It Signals for BTC and ETH Into the New Year
According to @KobeissiLetter, US equities posted $5.1 billion of outflows last week, accelerating from $3.6 billion the prior week, which they frame as year-end profit-taking setting up for a stronger New Year; this was the 10th week of net selling in the last 14, highlighting persistent risk-off flow pressure. Source: @KobeissiLetter on X, Dec 26, 2025. According to @KobeissiLetter, single stocks drove the outflows, underscoring that selling pressure was concentrated at the individual name level rather than broad baskets. Source: @KobeissiLetter on X, Dec 26, 2025. For crypto traders, historical evidence shows stock selloffs often coincide with stronger stock-crypto co-movement and elevated BTC and ETH volatility, making equity flow data a relevant cross-asset signal. Source: IMF Global Financial Stability Report 2022; BIS Bulletin 2022. (Source) More from The Kobeissi Letter 12-26-2025 17:38 |
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Replacement AI Ads Claim 'It's Totally Legal' to Deepfake: Trading Takeaways for AI and Crypto Markets
According to @timnitGebru, KRON4 reports that ads from a company calling itself Replacement AI use dystopian messaging, including the line “AI does your daughter’s homework. Reads her bedtime stories. Romances her. Deepfakes her. Don’t worry. It’s totally legal,” highlighting a provocative emphasis on legality and consumer AI risks, source: KRON4; @timnitGebru. The KRON4 Bay Area link indicates regional placement and public visibility of the campaign, source: KRON4; @timnitGebru. The source does not include market data, token mentions, or regulatory actions; traders should classify this as a sentiment headline rather than a policy or earnings catalyst, source: KRON4; @timnitGebru. (Source) More from timnitGebru (@dair-community.social/bsky.social) 12-26-2025 17:17 |
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Hong Kong HKU 36-Hour Crypto Course Marks 10th Year: CoinShares, Circle, HashKey, Laser Digital, BTBT Engage; BTC and USDC Focus
According to @HenriArslanian, he completed the 10th consecutive year of his 36-hour HKU crypto course taught over two intensive weekends, covering Bitcoin, stablecoins, DeFi, and the future of finance. Source: @HenriArslanian on X, Dec 26, 2025. He stated he has taught this course since 2015 and trained over 1,000 HKU students, mainly from the MBA and Masters in Finance programs. Source: @HenriArslanian on X, Dec 26, 2025. This year’s cohort worked through case studies on CoinShares, HashKey Capital, Laser Digital, Bit Digital (BTBT), and Circle, with executives from those firms listening in and sharing practical views. Source: @HenriArslanian on X, Dec 26, 2025. For traders, the post highlights active engagement by institutional crypto firms with Hong Kong academia, while disclosing no product launches, regulatory changes, or financial updates that would directly move BTC, USDC, or BTBT in the near term. Source: @HenriArslanian on X, Dec 26, 2025. Noted guest speakers included JM Mognetti, Chao Deng, Marco Lim, Florian M Spiegl, Yam Ki Chan, TF Yim, and Ramin Shayesteh, underscoring broad industry participation in the sessions. Source: @HenriArslanian on X, Dec 26, 2025. (Source) More from Henri Arslanian 12-26-2025 17:07 |
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CNBC: Biggest U.S. Midday Stock Movers — Freeport-McMoRan (FCX), Coupang (CPNG), Target (TGT)
According to @CNBC, Freeport-McMoRan (FCX), Coupang (CPNG), and Target (TGT) were among the biggest midday movers in U.S. trading today, with CNBC highlighting notable intraday price action and no direct crypto market impact cited by CNBC. (Source) More from CNBC 12-26-2025 17:05 |
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The Intelligent Investor Value Investing Playbook: Long-Term, Rational, Conservative Strategy Explained
According to @QCompounding, intelligent investing is value investing, urging traders to approach the stock market with long-term, rational, and conservative strategies that de-emphasize short-term speculation, source: @QCompounding on X, Dec 26, 2025. Practically, this framework centers on buying securities below intrinsic value with a margin of safety and maintaining discipline through market cycles, source: Benjamin Graham, The Intelligent Investor. (Source) More from Compounding Quality 12-26-2025 17:04 |
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You Can Be a Stock Market Genius for Traders: Joel Greenblatt’s Event-Driven Playbook (Spinoffs, Merger Arbitrage) and Crypto Catalysts 2025
According to @QCompounding, Joel Greenblatt’s You Can Be a Stock Market Genius is a practical, tradeable guide for stock market participants seeking an edge. (source: @QCompounding, Dec 26, 2025) The book lays out specific event-driven setups—spinoffs, rights offerings, recapitalizations, merger securities, and risk arbitrage—and explains how forced selling and complexity can create mispricings for disciplined traders. (source: Joel Greenblatt, You Can Be a Stock Market Genius, 1997) It emphasizes building calendars around corporate actions and reading spinoff filings to time entries after distribution when mandate-driven selling often occurs. (source: Joel Greenblatt, You Can Be a Stock Market Genius, 1997) For crypto traders, the same framework maps to monitoring hard forks (e.g., BTC’s 2017 Bitcoin Cash fork), token unlock schedules, and new exchange listings that are systematically tracked by market resources. (source: Bloomberg coverage of the 2017 Bitcoin Cash fork; TokenUnlocks; Binance Announcements) (Source) More from Compounding Quality 12-26-2025 17:04 |
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Security Analysis Valuation Masterclass: 3 Trading Takeaways for Price vs Intrinsic Value
According to @QCompounding, Security Analysis is a valuation masterclass and underscores that the stock market is a voting machine in the short run and a weighing machine in the long run, highlighting the primacy of fundamentals over sentiment for traders. Source: Compounding Quality (@QCompounding) on X, Dec 26, 2025. For trade execution, prioritize entries when market price meaningfully discounts intrinsic value, apply a margin of safety, and reduce exposure when price exceeds appraised value to manage downside risk. Source: Benjamin Graham and David Dodd, Security Analysis (multiple editions). Position sizing and holding periods should follow the weighing-machine logic—hold quality assets until value realization rather than reacting to short-term swings driven by crowd sentiment. Source: Benjamin Graham and David Dodd, Security Analysis (multiple editions). (Source) More from Compounding Quality 12-26-2025 17:04 |
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Quality of Earnings for Traders: Why Financial Statement Analysis Improves Trade Decisions and Reliability (2025)
According to @QCompounding, examining a company's financial statements and reported earnings to determine their true quality and reliability is essential for making informed buy and sell decisions and avoiding misleading results, source: @QCompounding. (Source) More from Compounding Quality 12-26-2025 17:04 |
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Peter Lynch’s Beating the Street: Individual Investors Can Beat the Market by Investing in What They Know
According to @QCompounding, Peter Lynch’s Beating the Street argues that individual investors can achieve market-beating returns by buying companies they understand and believe in, emphasizing a circle-of-competence approach and research-driven conviction for stock selection (source: @QCompounding on X; source: Peter Lynch, Beating the Street). For trade execution, Lynch highlights focusing on familiar industries, applying basic fundamental checks, and holding quality names through volatility to let winners compound, illustrated by case studies from the Magellan Fund that outperformed the market (source: Peter Lynch, Beating the Street). (Source) More from Compounding Quality 12-26-2025 17:04 |
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The Essays of Warren Buffett: 5+ Actionable Trading Lessons on Value, Capital Allocation, and Risk Management
According to @QCompounding, The Essays of Warren Buffett is a practical guide that explains how Buffett built his investing empire, making it relevant for traders focused on valuation and disciplined decision-making (Source: @QCompounding on X). The book compiles Berkshire Hathaway shareholder letters into themes that detail intrinsic value, owner earnings, margin of safety, and capital allocation—core inputs for trade selection and risk control (Source: The Essays of Warren Buffett: Lessons for Corporate America by Lawrence A. Cunningham; Berkshire Hathaway Shareholder Letters). Traders can translate these principles into process by prioritizing high return on capital businesses, demanding a margin of safety on entry, and avoiding leverage-driven fragility—improving position sizing, timing, and downside protection (Source: The Essays of Warren Buffett: Lessons for Corporate America by Lawrence A. Cunningham; Berkshire Hathaway Shareholder Letters). (Source) More from Compounding Quality 12-26-2025 17:04 |
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The Warren Buffett Way Recommendation by @QCompounding: Rational Investing Guide for Traders
According to @QCompounding, The Warren Buffett Way breaks down Warren Buffett's investment philosophy. Source: @QCompounding on X, Dec 26, 2025. The post characterizes the book as a helpful guide for investors seeking a sound and rational approach to decision-making. Source: @QCompounding on X, Dec 26, 2025. (Source) More from Compounding Quality 12-26-2025 17:04 |
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JOE Breaks Above Long-Term Downtrend, Retest as Support In Focus: Continuation or Failed Breakout
According to @CryptoCoinCoach, JOE has broken above a long-term descending trendline and is now retesting that line as support, with a successful hold keeping upside continuation toward higher resistance zones in play, source: @CryptoCoinCoach on X. A loss of this retest level would signal a failed breakout and reopen downside risk for JOEUSDT traders, source: TradingView analysis by @CryptoCoinCoach. (Source) More from Crypto Coins Coach 12-26-2025 16:44 |
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EU Fines on US Tech Reach €3.8B vs €3.2B EU Tech Taxes in 2024 — Trading Takeaways for SAP, EU Stocks, BTC, and ETH
According to @KobeissiLetter, public EU tech companies paid €3.2 billion in income tax in 2024, while the EU fined US tech companies €3.8 billion, meaning fines exceeded the sector’s total tax contribution, source: @KobeissiLetter. According to @KobeissiLetter, the post further notes that if SAP moved from Europe to the US, the EU would lose additional tax revenue, highlighting concentration risk in EU tech tax receipts, source: @KobeissiLetter. Based on these reported figures, equity traders can monitor SAP, EU tech benchmarks such as the STOXX Europe 600 Technology, and EU regulatory headlines for potential volatility driven by enforcement intensity versus the region’s tech tax base, source: @KobeissiLetter. FX desks may track EUR/USD for policy and regulatory risk repricing tied to EU enforcement actions against large-cap US tech, source: @KobeissiLetter. Crypto traders can watch BTC and ETH for cross-asset risk moves during EU tech regulatory developments that may influence broader risk appetite and liquidity conditions, source: @KobeissiLetter. (Source) More from The Kobeissi Letter 12-26-2025 16:39 |
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CNBC Crypto World Highlights BTC, ETH Sell-Offs and Crypto Revenge Surges in 2025: Trader Guide to Opportunities, Risks, and Policy Catalysts
According to @CNBC, its CNBC Crypto World program covers major digital currency market moves, from bitcoin BTC and ether ETH sell-offs to crypto revenge surges, positioning itself as a single place to stay current on opportunities and pitfalls tied to new legislation and key innovations; Source: CNBC on X, Dec 26, 2025, https://twitter.com/CNBC/status/2004591052372549855 (Source) More from CNBC 12-26-2025 16:32 |
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Bitcoin (BTC) Drops Nearly $3,000 in 45 Minutes as $70M Longs Liquidated — Trader Alert
According to @KobeissiLetter, Bitcoin (BTC) fell nearly $3,000 within about 45 minutes as approximately $70 million in leveraged long positions were liquidated, indicating a rapid leverage-driven drawdown within the session, source: @KobeissiLetter. For traders, the reported long-liquidation wave can amplify intraday downside momentum and raise short-term execution risk during volatility spikes, source: @KobeissiLetter. (Source) More from The Kobeissi Letter 12-26-2025 16:26 |
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Binance Smart Money Case Study: Trader 顺天改命大犀牛 Delivers +980% ROI in 5 Months as PnL Rises Despite Low Win Rate
According to Cas Abbé, Binance Smart Money trader 顺天改命大犀牛 achieved approximately +980% ROI in just over five months with PnL still climbing despite a low win rate, source: Cas Abbé on X, Dec 26, 2025. He states that tight risk management and strong conviction are the core drivers of outperformance even when losing more often, highlighting disciplined capital allocation and controlled drawdowns as decisive, source: Cas Abbé on X, Dec 26, 2025. For traders tracking Binance-linked smart money, this update underscores that positive expectancy from asymmetric risk-reward can outweigh hit rate in crypto trading strategies, source: Cas Abbé on X, Dec 26, 2025. (Source) More from Cas Abbé 12-26-2025 16:12 |