The Code of the Market
I'm Osborne Adams. I spent decades in banking strategy, but today I rely on data and algorithms. And the data from this weekend (Dec 22) is compiling into a very clear output: Bullish.
The Hardware Layer: Nvidia & Intel The biggest news in the tech world isn't just a stock price; it's a regulatory green light. The FTC approving Nvidia's strategic investment in Intel is a game-changer. It means the US government wants AI dominance. This "sovereign support" for tech is why the Nasdaq futures are up +0.44% today.
The Asset Layer: Crypto Resilience While tech builds the infrastructure, crypto builds the financial rails.
Bitcoin is holding the $88,000–$89,000 zone firmly.
Ethereum has reclaimed $3,028. The fact that ETH is back above $3k while the Dollar Index (DXY) drops to 98.2 is significant. It means liquidity is flowing from fiat into "tech-money."
The Retail Algorithm Data from Adobe Analytics shows $14.25B in Cyber Monday sales. The "offline" economy is slowing, but the "online" economy is sprinting.
My 2026 View As a quant-focused investor, I see a convergence. The same liquidity driving Gold to $4,403 will flow into AI stocks and Crypto protocols. The "Santa Rally" is just the compilation phase for the 2026 runtime.
https://www.osborneadamsblog.com/
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