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Agent Krasnov / #MSFT 'top' / #BYBIT largest crypto heist Merz strong message, hard work starts now / NVDA week

  • Writer: Stéphan
    Stéphan
  • Feb 24
  • 5 min read


  • The Bybit hack is officially the largest crypto heist in HISTORY. $1.46B+ stolen

  • Week ahead : IMHO, Trump team should be very concerned and the equity 'vigilantes' and 'USD vigilantes', the MALA accord is/will scare investors off, justifiably so... The first cracks in the AI thesis are starting to emerge (TD Cowen), Americans now expect inflation to reach 3.5% over the next 5-10 years, the highest reading in 30 years... and finally Trump's growing focus on tariff revenue raises trade war odds/BBG, Duda over weekend, Macron today and Starmer Thursday going to see Trump

  • Last week's key moment : SPX and QQQ made a New all-time highs and closer lower, Musk's chainsaws, sunglasses and infinitely confused jumping about, as if on enhanced something.. SPX implied move for the week is about 110pts, with 2 major events ahead (NVDA earnings and Friday's PCE) and the usual Trump stuff, that all said, the propaganda magic around the oligarchical coup is fading. Nervous Musk, Trump, Vance have all been outclassed in public arguments these last few days, and JPY moved on Norinshukin (massive bond losses- plenty more to come), U.S Job cuts hit an all-time series high in February 2025, a whiff of slow growth and higher inflation, not welcome! and The Citi US economic surprise index hit the lowest last week since September

  • "Americans do not swear an oath to a king, a tyrant or a dictator. We swear an oath to the Constitution and the idea of ​​America, for which we are willing to die," — Mark Milley....He said that every US military member gives his life to protect the Constitution, not to individuals >>>> The power struggles begin. FBI Director Kash Patel tonight has instructed his employees to ignore ⁦@elonmusk⁩’s productivity inquiry, saying, essentially—we will evaluate our own people, thanks.

  • Let's get this straight: The EU has relied on US, for way too long. If our continent doesn't finally strengthen itself, whether economically, militarily, etc., things will continue to go downhill, this is Europe's chance, and now German election result should help. Merz just said on German TV that the primary priority of his government will be to ensure that Europe can achieve full strategic independence from the United States in the defence against Russia

  • CEO Jamie Dimon just dumped $233.7 million worth of #JPM shares, largest sale ever

  • Senator Rand Paul has officially called for an AUDIT of the gold reserves held at Fort Knox. He just published a letter to Treasury Secretary Scott Bessent

  • How DeepSeek used distillation to train its artificial intelligence model, and what it means for companies such as OpenAI

  • While everyone’s focused on Trump, Microsoft's creation is going to change everything. Here's what you need to know about Microsoft's Majorana 1 Quantum Chip/Thread & MSFT is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth, #CAPEXpeak

  • Canada’s public boycott of US products is really starting to take shape and Canada’s talks with the EU on oil and gas sales presents an opportunity for Canada to diversify trade while at the same time strengthening the EU’s position with the U.S.

  • Bessent: "We make money if the Ukrainian people make money. I believe with the US, our know-how, our businesses willing to come in & provide capital, we can accelerate the Ukrainian growth trajectory and take in substantial monies for US taxpayers and get the Ukrainian economy on a great growth trajectory", better tone

  • GOLD : Why banks are flying gold bars on commercial flights from London to NYC

  • Israeli Prime Minister Benjamin Netanyahu has demanded the full demilitarisation of southern Syria, emphasising that Israel will not allow the deployment of Syrian government forces south of Damascus


 


Old story from Nov 2017, resurfacing again last few days, ''Agent Krasnov'' surely not ! The Hidden History of Trump’s First Trip to Moscow - POLITICO Magazine




Merz : "My impression over the last few days is that Russia and America are finding common ground - over the heads of the #Ukraine and thus also over the heads of Europe. That is why everyone is now looking at Germany. How quickly will the Germans be able to form a government after this complicated election result? That is really my priority now."



Fibonacci levels to watch for popular growth tech stocks 1. $NVDA -- $104 2. $TSLA -- $272 3. $PLTR -- $61 4. $TSM -- $164 5. $SNOW -- $157 6. $AMZN -- $186 7. $CRWD -- $298 8. $RKLB -- $15 9. $GOOGL -- $160 10. $SOFI -- $11 11. $COIN -- $224 12. $HOOD -- $34 13. $OKLO -- $26 14. $TEM -- $49 15. $IONQ -- $25




Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough Great podcast w/ $MSFT CEO. Interesting new view. “There will be overbuild… I am thrilled that I’m going to be leasing a lot of capacity in ’27 ’28… The only thing that’s going to happen with all the compute builds is the prices are going to come down.”











 
 
 

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