Extract Alpha from Financial Content

Mike Dudas, co-founder of The Block and LinksDAO, indicates renewed "web3" energy, specifically within the Moonbirds NFT community. His high engagement on the Kaito Creator Leaderboard (2nd in Contribution, 2nd in Mindshare for Moonbirds) suggests strong community activity. This sentiment points to potential positive momentum for NFTs in the near future, echoing the enthusiasm seen in late 2021.

Rekt Drinks is launching a unique promotion where customers receive cryptocurrency with every purchase of their sparkling water. This innovative marketing strategy aims to combine beverage sales with digital tokens, potentially driving interest in the $REKT token or the brand itself. Investors should monitor if this experimental promotion gains traction and sets a new trend in consumer product marketing.

The current pullback in Ethereum (ETH) presents a buying opportunity for a final rally expected to last another 3-4 weeks. During this period, consider aggressively taking profits on ETH-beta plays like Chainlink (LINK) and Aerodrome (AERO), as this "alt season" is likely temporary. Plan to rotate profits from these speculative trades back into Bitcoin (BTC), which is viewed as the core asset to hold for the long term. The highest conviction future opportunity is to buy Digital Asset Treasury stocks like MicroStrategy (MSTR) if they trade at a deep discount (30-40%) to their crypto holdings. Monitor these stocks closely, as them trading at a discount is a key warning sign that the crypto rally's buying pressure is ending.

The AI-driven build-out of data centers is creating a historic investment cycle in power infrastructure, representing a powerful and durable theme. Vertiv (VRT) is the top pure-play on this trend, providing essential power and liquid cooling solutions for new AI chips. For more diversified exposure to the entire electrification ecosystem, consider Eaton (ETN) as a core holding. Separately, 3M (MMM) is an attractive industrial turnaround story with a $170 price target, driven by a new CEO and clearing legal uncertainty. Another compelling turnaround is Johnson Controls (JCI), which combines a margin improvement story with a major $5 billion share buyback.