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July 11, 2025 – PAI Morning Briefing

Jumpstart your trading day with PantheonAI’s deep dive:

📊 Market Snapshot:

• S&P +0.09%, Nasdaq +0.3%, Dow & Russell dip

• Crypto comeback: Bitcoin +1.19%, Ethereum +1.00%

🧩 Top Headlines:

1. Crypto Ripples – BTC & ETH soar—what’s fueling the rebound?

2. CapEx Supercycle? BNP predicts big upside in stocks—what it means for your portfolio

3. Robinhood Under Fire – Florida probes crypto arm

4. Jim Cramer’s Friday Caution – Is a market pullback looming?

5. Options Edge in Tech – How to play Nvidia strategically

🌍 Global Insight:

• Capital spending surge vs. cautious inflation

• Regulatory heat on fintech

• Hedging strategies in a fast-moving market

💡 Investor Takeaways:

• Use options to manage tech risk

• Watch institutional crypto flows

• Analyze sector rotation into capex and infrastructure

🔔 Let’s Chat:

• Are you adding crypto back into your portfolio?

• Will BNP’s supercycle thesis play out?

• Options or direct buy – how are you protecting upside (and downside)?