May 18, 2026
Hey everyone, grabbing a coffee here and organizing the headlines that have moved portfolios the most in the last few hours. Let's get straight to the point.
The Fact: The NYSE (ICE) is developing a blockchain platform to tokenize stocks and ETFs, enabling 24/7 trading and instant settlement.
I Would Buy shares of ICE (ICE) and look into crypto infrastructure companies like Coinbase (COIN).
Assets/Sectors: ICE (NYSE:ICE), COIN (NASDAQ:COIN), blockchain sector, traditional brokerages.
The Fact: Goldman Sachs (GS) revealed a massive stake in XRP ETFs, signaling institutional adoption of the asset in the post-regulatory landscape.
I Would Buy XRP directly or via ETFs, but keep an eye on short-term volatility.
Assets/Sectors: XRP, GS (NYSE:GS), crypto ETF sector, Ripple Labs.
The Fact: The WHO classified the Ebola outbreak in the DRC and Uganda as a Public Health Emergency of International Concern.
I Would Reduce exposure to tourism and aviation stocks, and keep an eye on vaccine pharmaceutical companies.
Assets/Sectors: airline sector (e.g., AAL, DAL), tourism, pharmaceuticals (e.g., JNJ, NVAX), African markets.
The Fact: Ukraine launched a massive attack on the Moscow region in response to Russian bombings, breaking the recent truce.
I Would Hold positions in defense and energy, but reduce exposure to European consumer markets.
Assets/Sectors: defense sector (e.g., RTX, LMT), oil (USO), European ETFs, Ukrainian sovereign bonds.
The Fact: Iran is studying taxing submarine internet cables, which would directly impact giants like Google, Amazon, and Microsoft.
I Would Reduce exposure to big techs heavily dependent on global cable infrastructure, like Meta (META) and Alphabet (GOOGL).
Assets/Sectors: GOOGL (NASDAQ), AMZN (NASDAQ), MSFT (NASDAQ), telecommunications infrastructure sector.
The Fact: The global investment bank increased its position in XRP ETFs, indicating the asset is gaining the institutional seal of approval.
I Would Buy XRP (spot) and monitor ETFs like BITO for reference.
Assets/Sectors: XRP, GS, cryptocurrency ETFs, digital asset custody sector.
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