To The Moon

​The market is pulling off a massive rebound over the last 5 days, driven by cooling macro pressures and a serious relief rally! Here is the breakdown:

​📈 Crypto Bounce

​BTC jumped +5.2% back over $62.6k.

​ETH heavily outperformed, snapping back +12% to around $1,757. (Standard crypto behavior—when a macro relief rally hits, capital flies right down the risk curve into major altcoins for a bigger percentage move).

​🚀 Growth Stocks Exploding on Rate Cut Hopes

With the cooling labor market and dropping inflation risks confirmed around July 2, Fed rate cut hopes are officially back alive. This drop in interest rate expectations is breathing immediate life back into high-beta growth stocks (massive 30-day moves):

​💊 $Hims & Hers Health Inc.(HIMS)$  : Up a massive +36.6% (trading at $36.80) as health-tech catches heavy institutional tailwinds.

​📈 $Robinhood(HOOD)$  : Up +31.1% ($112.73) riding the surge in retail and crypto trading volumes.

​💳 $Affirm Holdings, Inc.(AFRM)$  : Up +26.5% ($83.85) — cheaper cost of capital drastically helps BNPL margins and credit health.

​🤖 $Upstart Holdings, Inc.(UPST)$  : Up +18.0% ($35.74) as rate cut hints revive third-party bank funding for their AI lending.

​📱 $Reddit(RDDT)$  : Up +16.7% ($194.67) as premium ad-tech gets re-rated upward with lower discount rates.

​🌍 What Else Helped?

​Geopolitical Relief: The US-Iran truce reopened the Strait of Hormuz, causing oil (WTI) to slide below $68. Capital immediately rotated out of defensive energy plays and straight into liquid risk assets like tech, crypto, and gold.

​Oversold Conditions: June was brutal (e.g., Bitcoin ETFs saw a record $4.5B in outflows), so the market was heavily compressed. The moment the macro news turned green, it snapped back like a rubber band.

​Looks like a very meaningful rebound is underway for the broader market!

Shernice played the Hynix dip with 3x leverage—a calculated risk, even though the entry wasn't perfectly timed at the very bottom

A 10% recovery in Hynix wasn't enough to offset my losses, leaving me USD 3.2k in the red.