Something weird is happening.

$ETH is outpacing $ETH treasury companies, which should track ETH pretty closely.

Let's take a look at the two main ones: $SBET and $BMNR. Firstly, where did they start?

$SBET used to be a sports betting company, while $BMNR used to be a bitcoin miner. Both retain fragments of their legacy businesses, but these are now irrelevant.

They're both all in on building the best $ETH treasury possible.

Jackson Hole.
Jerome Powell.
FOMC.
Interest rates.

You've undoubtedly heard these terms before, and I'm sure you saw the stock market rally on friday. But what actually happened? Let me explain 🧵👇 To start off, it's important to understand what the federal reserve is.

Broadly, the federal reserve is the US's central bank. They control the federal funds rate, which is the interest rate that banks pay to borrow money.

There's deep value, and then there's value traps.

$UPS is a value trap.

🧵 👇 Firstly, in order to understand why this is the case, you have to first understand a very simple principle:

The opposite of good news is bad news.

The opposite of bad news is good news.

What do I mean? let me explain.

$UNH just dropped their 10Q- a form that breaks down company performance over the previous quarter and management's views for the coming future.

Taking the time to read and understand forms like this is how you beat the market over time. Let's jump in and see what we can learn: Firstly, the 10Q confirmed what we already know from listening to the earnings call:

Top line continues to grow, coming in at $111.6B for the quarter, an incredible number.

Bottom line took a hit, as we know. Earnings were down 35%, and came in at 5.15B for the quarter.

$TTD was once a wall street darling, but they're most recently in investors' newsfeeds for a massive 35+% drop after earnings.

As a contrarian investor, this has me salivating like a fat kid in a candy shop. Here's what my DD has found so far 🧵 👇 Firstly- this most recent drop is just the latest in a series of beatings for a fantastic company that is down over 50% YTD.

$TTD is down over 60% from its ATH of 141.53, and has gained just 16.5% over the past FIVE YEARS.

$UNH was just cleared by the DOJ to acquire Amedisys in a $3.3B transaction. This is a HUGE deal.

If you are one of the many people who've never heard of Amedisys before, here's who they are and what they do. 🧵 👇 Amedisys is a home based healthcare provider, providing hospice, palliative, and other care right at patients' homes. It was founded in 1982, and has since grown into one of the largest health care provider networks in the US. They care for nearly half a milion patients yearly.

$UNH has a secret weapon that makes them the most important health insurance company in the entire country, and almost no one understands it. 🧵👇 We've heard a lot about how insurance providers have to reprice their offerings in the coming year to reduce their Medical Loss Ratios (MLRs).

This repricing will need, at its core, really solid data analysis to make accurate projections. The key to the success of the entire industry rests in this data and the way it is used.

Enter Optum Insights.