@Finixyta

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424 Posts
The world of financial markets, blockchain, and digital currencies. https://substack.com/@finixyta
CleanSpark ($CLSK): When Mining Infrastructure Becomes Scarce Digital Real Estate https://nexusfinance.substack.com/p/cleanspark-clsk-when-mining-infrastructure #finance #stock
CleanSpark ($CLSK): When Mining Infrastructure Becomes Scarce Digital Real Estate

Thesis: The shift from cryptocurrency volatility to energy infrastructure scarcity creates asymmetric upside.

Nexus Finance
Untitled

Fed Whispers, ECB Echoes, and Bitcoin’s Low-Key Rebellion The past forty-eight hours have been an exercise in central-bank monotony—punctuated only by bond traders shrugging and crypto speculators holding their breath. If you tuned out after the Fed’s ritualistic pause on Thursday, here’s everything you actually need to know. The Fed held the federal-funds rate at 5.25–5.50%, citing “moderate further progress” on 3.1% core PCE. Translation: inflation is stubborn, but they’d rather stall than ...

Finixyta
Central Banks Play Chicken, Crypto Toasts Champagne, and Markets Shrug

Central Banks Play Chicken, Crypto Toasts Champagne, and Markets ShrugOh, the holidays are here, and what better gift than another central bank rate cut wrapped in dovish ribbon? The Bank of England slashed its benchmark to 3.75% yesterday—13 basis points lower than whispers suggested—citing "progress on inflation" while pretending the UK's productivity black hole isn't widening. MPC minutes drip with caveats: wage growth stubborn at 5%, services inflation lurking above 4%. Translation? They'...

Finixyta
Nestlé: The Turnaround Thesis Nobody’s Watching

Thesis: Defensive Growth + a New Operator = Overlooked Asymmetric Upside

Nexus Finance
The Orbital Reckoning: How In-Orbit Data Centers Become AI’s Next Trillion-Dollar Problem (and Opportunity) https://open.substack.com/pub/nexusfinance/p/the-orbital-reckoning-how-in-orbit?r=201p6r&utm_campaign=post&utm_medium=web
Trump Lets Nvidia Sell to China Again… But the US Takes 25% https://www.youtube.com/watch?v=N2DD7ncFlNc
Trump Approves Nvidia Chip Sales to China—But With a 25% US Tax and Major Restrictions

YouTube
Is This Battered Luxury Retailer the Ultimate Housing Recovery Stock? https://youtu.be/vFz-KIXO7Ps
Is This Battered Luxury Retailer the Ultimate Housing Recovery Stock?

YouTube
3 Brilliant Growth Stocks to Buy Now for the Long Haul https://youtu.be/Pvtu-jktQ9Q
3 Brilliant Growth Stocks to Buy Now for the Long Haul

YouTube