Daily General Analysis
May 13, 2025
The 5 News Stories Impacting Your Wallet Today
KindlyMD Goes 'Bitcoin-Native' and Surges 620%
U.S. healthcare company (KDLY) merges with a Bitcoin startup, adopting crypto reserves—and the market went wild.
I Would Buy (only for aggressive profiles, KDLY is volatile). Affected assets: Bitcoin (BTC-USD), MicroStrategy (MSTR), Bitcoin ETFs, digital health stocks.
Solana (SOL) Rallies with Impressive Metrics
Network TVL surpasses Ethereum L2s, fee revenue doubles, and leverage demand spikes.
I Would Buy SOL-USD. Sectors: DeFi, layer-1 tokens, exchanges like Coinbase (COIN).
Coinbase Joins the S&P 500: A Historic Shift
COIN replaces Discover Financial in the index on 05/19—entry likely to attract massive institutional inflows.
I Would Buy COIN. Affected: S&P 500 ETFs (SPY), competitors like Kraken, Bitcoin.
Sabesp (SBSP3): Profit Jumps 80% and Announces Buyback
Earnings beat expectations, and the company plans to repurchase shares—a strong confidence signal.
I Would Buy SBSP3. Sectors: Basic sanitation, utilities, defensive stocks.
U.S. and China Announce "Total Reset" in Trade War
Trump concedes on tariffs, Xi retains advantages—immediate relief, but China emerges stronger.
I Would Hold current exposure. Affected: Semiconductors (TSM), Apple (AAPL), yuan (USD/CNY).
Immediate Opportunities
- COIN: S&P 500 ETF inflows likely to push prices higher ahead of 05/19 inclusion
- SOL-USD: Technical rally + strong fundamentals = potential continuation
- SBSP3: Share buyback + defensive sector shines amid global volatility
Risks to Watch
- KDLY: Extreme speculative move—high probability of sharp correction
- China-Taiwan Tension: HIMARS tests could escalate geopolitical rhetoric
- Renewable Energy: Trump's pressure on offshore wind (avoid sector short-term)
Sources: TheStreet, Cointelegraph, Cointelegraph ES, InfoMoney, The Japan Times
This analysis is personal opinion and does not constitute investment advice.
