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Today is Monday, August 4, 2025.

The Early Bird Index today is 88.91

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XRP's Early August Recovery 🚀

Following a challenging week for XRP $XRP.X ( ▲ 4.39% ) , the price of the popular digital asset surged about 8% on Sunday, signaling a potential recovery in the cryptocurrency market.

Details: XRP fell in the last week of July, but some technical indicators suggest that downward momentum may be easing and that a reversal could be underway.

Powering the Story: Open Interest in XRP futures jumped over 38% on Sunday, and spot trading volume saw a modest increase. Traders, including large holders of crypto, seem to be interested in XRP after the recent price decline.

Yes, But: While macro uncertainty lingers, the long-term trend for altcoins (such as XRP) remains bullish.

Early Bird’s Nest Egg Gains: Paradoxically, uncertain or bearish macro backdrops can sometimes create pockets of opportunity for altcoins, though with heightened risk.

• These periods can give rise to “rotations” within the space. This sometimes allows select altcoins to outperform—at least temporarily—as capital searches for the next narrative, overlooked project, or technical setup within the crypto ecosystem.

Final Thoughts: XRP is up about 6% in the last 30 days.

Former Zillow exec targets $1.3T

The top companies target big markets. Like Nvidia growing ~200% in 2024 on AI’s $214B tailwind. That’s why the same VCs behind Uber and Venmo also backed Pacaso. Created by a former Zillow exec, Pacaso’s co-ownership tech transforms a $1.3 trillion market. With $110M+ in gross profit to date, Pacaso just reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

Notables

Notable Earnings Today: Palantir Technologies (Nasdaq: PLTR), Wayfair (NYSE: W), Hims & Hers Health (NYSE: HIMS), Onsemi (Nasdaq: ON), Tyson Foods (NYSE: TSN), Lattice Semi (Nasdaq: LSCC), BioNTech (Nasdaq: BNTX), Energizer (NYSE: ENR), B&G Foods (NYSE: BGS), ZoomInfo (Nasdaq: GTM), Axon (Nasdaq: AXON), Navitas Semiconductor (Nasdaq: NVTS), Vertex Pharma (Nasdaq: VRTX), BellRing Brands (NYSE: BRBR), TG Therapeutics (Nasdaq: TGTX), BWX Technologies (NYSE: BWXT), BioCryst Pharma (Nasdaq: BCRX), Freshpet (Nasdaq: FRPT), Allegiant Travel (Nasdaq: ALGT), Ameresco (NYSE: AMRC), Axsome Therapeutics (Nasdaq: AXSM), BioMarin Pharmaceutical (Nasdaq: BMRN), Bruker (Nasdaq: BRKR), Denny's (Nasdaq: DENN), Diamondback Energy (Nasdaq: FANG), EverQuote (Nasdaq: EVER), IAC Inc. (Nasdaq: IAC), ICHOR Corporation (Nasdaq: ICHR), IDEXX Labs (Nasdaq: IDXX), Krystal Biotech (Nasdaq: KRYS), Kyndryl (NYSE: KD), Marriott Vacations (NYSE: VAC), Mercado Libre (Nasdaq: MELI), Simon Properties (NYSE: SPG), Syndax Pharmaceuticals (Nasdaq: SNDX), ThredUp (Nasdaq: TDUP), Tower Semi (Nasdaq: TSEM), Trex (NYSE: TREX), Vimeo (Nasdaq: VMEO), Waters (NYSE: WAT).

Notable IPOs Today: Blue Acquisition Corp. Class A Ordinary Shares (Nasdaq: BACC), Rubico Inc. Common Stock (Nasdaq: RUBI).

Notable Equity Crowdfunding Campaigns Ending Today: Smokers Abbey (Honeycomb), Doggie Salon & Spa (Honeycomb).

Notable Economic Events Today: Factory Orders (10:00 a.m. ET).

Amphenol's Broadband Ambitions

The electronic connectors company Amphenol $APH ( ▼ 2.07% ) reportedly has big plans as demand for fiber-optic cables for high-speed internet grows.

Details: The Wall Street Journal reported on Sunday that Amphenol is nearing a deal to buy CommScope Holding’s $COMM ( ▼ 5.0% ) broadband connectivity and cable unit. The deal, valued at about $10.5 billion, could be finalized as early as today.

Powering the Story: This deal is significant because it would accelerate industry shifts toward large, integrated connectivity providers.

Final Thoughts: Both stocks are up over 50% this year.

New Boeing Strike Begins

Thousands of workers who build fighter jets for Boeing $BA ( ▲ 0.03% ) went on strike on Monday, a week after union workers rejected the latest contract proposal.

Final Thoughts: Boeing’s stock is up 29.11% this year.

Trends to Watch

Looking for a Good Deal: American Consumers Are Getting Thrifty Again (Wall Street Journal)

Boosting Oil Production: OPEC Plus Will Increase Oil Output (New York Times)

Shooting the Messenger: ‘The revisions are hard evidence’: White House struggles to justify firing of BLS chief over weak jobs numbers (CNBC)

Bitcoin Bullish: Bitcoin dip making ‘perfect bottom,’ says analyst: Will BTC rally to $148K? (Cointelegraph)

Big Week: Palantir, Advanced Micro, Walt Disney, Pfizer, ZoomInfo, and More Stocks to Watch This Week (Barron’s)

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_{The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.}