Скачать или смотреть Government Shutdown, Crypto Uptick, and DIY Indexing with Public + Zero Hash

Welcome to Daily Rip Live with Katie Perry, Shay Boloor, and special co-host Jerremy Alexander Newsome as we dig into day one of Q4: government shutdown vibes, crypto momentum, spooky trade setups, and a hands-on tour of direct indexing with Public’s Head of Product Emily Kurtz—plus Zero Hash CEO Edward Woodford on why Wall Street is suddenly all-in on stablecoins and tokenization.

Here’s what went down:

🧯 Government Shutdown, Markets, and the Fed
750,000 federal workers furloughed and key BLS reports paused. Futures wobbled, but the desk sees AI strength keeping the market resilient. Shay flags ugly ADP data and a Fed that’s “chilling” as AI’s deflationary wave unfolds.

🪫 DOE Takes a Stake in Lithium Americas (LAC)
DOE’s ~5% equity stake tied to Thacker Pass and a GM JV sparks a convo on “Uncle Sam as hedge fund.” Shay’s “who’s next” pick: long-duration U.S. battery storage, name-checking EOSE as aligned with supply-chain goals.

₿ Crypto Tailwinds and Year-End Targets
Shutdown mistrust = bid for crypto? Jerremy notes strength in BTC and crypto equities (COIN, MSTR), sees strong support and a grind higher; his year-end BTC target lands ~125–128 with ETH framed as “digital concrete.” Shay’s trading BINM for torque while eyeing ETH’s policy-driven adoption and stablecoin rails.

📉 Spooky Setups: NFLX, RDDT, DUOL
• NFLX: multiple head-and-shoulders patterns; Jerremy grabbed puts for a momentum leg lower.
• RDDT: big gap-down; volatile day trading now, eyeing ~180 as a future buy zone.
• DUOL: flawless double bottom near the weekly 100-SMA; bull vs. bear debate—sticky streaks and expansion into chess/math vs. AI-era vulnerability.

🏦 Fintech Check: SoFi and Robinhood
SoFi pulled back with the consumer-credit scare (Upstart delinquency chatter), then bounced; Shay parked cash with stops on. Robinhood’s multiple looks more “platform than brokerage,” with a brand-driven growth story and crypto optionality.

👟 Nike and 🚴 Peloton
Nike: revenue +1% amid tariffs and a turnaround (Converse drag, Skims collab going hard). Peloton: AI-powered coaching arrives—but does software save a commoditized bike + screen?

🧰 Deep Dive: Direct Indexing on Public
Emily Kurtz breaks down how you can:
• Track hundreds of indices (S&P, “TEC 100,” sector/thematic) with minimums starting around $1K and fractional positions.
• Rebalance daily (vs. quarterly) and choose weighting (index/mkt-cap/equal).
• Exclude names you already own or don’t want (morals, overexposure) and swap in others.
• Harvest losses at the single-stock level to offset gains elsewhere—potentially lifting after-tax returns—while keeping index-like exposure.

🏛️ Wall Street’s Crypto Turn with Zero Hash
Edward Woodford (Zero Hash) says the conversation has shifted from “price” to “productization.” Firms like wealth managers and processors are moving from skunk-works to shipping—stablecoins, custody clarity, and tokenized assets—plus a timely NYSE-adjacent billboard and literal ledgers in dumpsters to mark TradFi’s next chapter.

This episode is brought to you by GraniteShares!

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Shay Boloor - https://stocktwits.com/ShayBoloor
Katie Perry - https://stocktwits.com/StocktwitsKP
Jerremy Newsome - https://stocktwits.com/newsomenuggets
Edward Woodford - https://x.com/e_woodford

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