Billy's Market Journal: Muneeb Ali says Bitcoin’s next major growth phase may come from its execution layer, not ju…

Market Pulse: Billy's latest alerts

Billy's latest actionable stock and crypto alerts are: September 4, 2026 at 9:58 AM CDT (31 minutes old): $SPY STOP LOSS HIT ROUND 2 ENTRY AT 11am September 4, 2026 at 9:49 AM CDT (40 minutes old): Heavy average down on $SPY CALLS NOW September 4, 2026 at 9:00 AM CDT (1h 29m old): Exit $APP Puts (again) for another profit - this time $2.25 per contract September 4, 2026 at 9:00 AM CDT (1h 29m old): $GAIA IS NOW UP 40% FROM OUR EARLY EVERY REMEMBER 7-15% STOP LOSS IF YOU ARE NEW September 4, 2026 at 8:59 AM CDT (1h 30m old): Exit $NVDA with $4.24 profit per share September 4, 2026 at 8:59 AM CDT (1h 30m old): $INO UP 100% FROM OUR EARLY ENTRY These are Billy's recorded entries, targets, updates, and risk limits—not newly generated recommendations.

The evidence

The macroeconomy and market-policy watch included: 🚨 KALSHI ADDS 5 MORE CRYPTO PERPS! @​Kalshi has expanded its perpetual #futures lineup with #BNB, #Cardano, #Worldcoin, #Aave, and #Venice Token, giving U.S. traders more crypto assets to trade with leverage. 🎥 Watch the full video below 👇 ▻ Michael A. Gayed warns standard portfolio volatility gauges can look calm while missing risks already causing losses. He cites recent stress signals, including gold jumping 13.8% as the dollar and Treasuries weakened. U.S. payrolls rose 163,000, topping expectations and adding to the Fed’s policy calculus. Much of the gain came from a rebound in public education hiring after a seasonal drop, while federal payrolls stayed near their lowest levels since 1966. Richard Baldwin says U.S. trade policy appears less hawkish than the headlines suggest, with customs data pointing to a quiet easing of the tariff war. He says exemptions and rate cuts are muting the impact of high-profile announcements. PRESIDENT TRUMP DEMANDS THE FED SLASH INTEREST RATES NOW OR HE WILL STOP ALL TRADE WITH COUNTRIES RUNNING BIG SURPLUSES AGAINST AMERICA HE SAYS THE USA SHOULD HAVE THE LOWEST RATES ON EARTH

Targets and expectations

The source-backed decision levels are: $SPY STOP LOSS HIT ROUND 2 ENTRY AT 11am Heavy average down on $SPY CALLS NOW Exit $APP Puts (again) for another profit - this time $2.25 per contract $GAIA IS NOW UP 40% FROM OUR EARLY EVERY REMEMBER 7-15% STOP LOSS IF YOU ARE NEW Exit $NVDA with $4.24 profit per share $INO UP 100% FROM OUR EARLY ENTRY Bullish or bearish confirmation requires price to move through Billy's stated trigger or target; a stated stop, closure, or move back through the entry invalidates that setup. These are reported levels, not guarantees or fresh recommendations.

Billy's take

My read starts with the biggest verified catalyst, then Bitcoin and broad-market positioning, then the exact support, resistance, or target levels actually stated by the desk. If BWB did not publish a level, I will not make one up. Respect risk and wait for confirmation.

What I'm watching next

• Brad Setser says the correlation between onshore FX deposits and FX settlements likely reflects the same function: absorbing appreciation pressure on the yuan via sales to the PBOC and state banks. He also puts the annualized external sum a →
• Crypto equities are driving Russell 1000 gains in 3Q26, with 20% of the index’s top-performing stocks tied to crypto, Thomas Lee says. BMNR is up 99% quarter to date, with Strategy 67%, CRCL 65% and BLSH 55% as investors watch the quarter’s →
• 📊 US CPI in Focus as #Fed Hike Bets Rise Investors await next week’s US #CPI and #PPI data after August #payrolls surged to 162K, pushing September Fed rate-hike odds above 60%. 🔗 Know more in comments →
• 🚀 Bitcoin Eyes $85K After Bullish Retest Analyst @​alicharts sees bitcoin:native targeting $85,000 if the price holds the $80,600 breakout level as support. 🔗 Know more in comments
• Muneeb Ali says Bitcoin’s next major growth phase may come from its execution layer, not just its role as a leading crypto asset. He points to new onchain capital markets, privacy and post-quantum payments, alongside Stacks’ 400M-STX genesi →
• Traditional finance firms are now competing over meme coins and on-chain activity, according to Wendy O, underscoring how deeply crypto market dynamics are pulling in established institutions. The shift comes as Bitcoin trades near $80,000 →

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