Welcome to another edition of the MHC Weekly Newsletter.

This week, we're looking beyond price action and focusing on where capital and activity are actually moving. We break down the growing shift toward crypto infrastructure, the rapid expansion of tokenized equities, and why onchain trading remains surprisingly strong.

We also highlight AI x Trading, showing how Claude can become a personal AI analyst, alongside a few of the latest setups from our analysts.

Let's dive in.

AI x Trading is becoming much more practical. This week, we're taking it beyond individual prompts and showing how to build your own AI-powered investment workspace around Claude.

The first step is connecting Claude to live market data. With the FMP connector, Claude can access live prices, historical data, financial statements, SEC filings, analyst estimates and more directly within your workflow.

But the real advantage comes from giving Claude your own investment context. By adding your portfolio, watchlist, strategy and investor profile, Claude can analyse the market through your own framework instead of treating every conversation as a blank slate.

Once that foundation is in place, Claude can help with portfolio analysis, earnings research, stock comparisons, sector research and market monitoring. Because it has access to both live market data and your investment framework, the output becomes far more tailored to how you actually invest.

And you can take it a step further by automating recurring workflows. Scheduled tasks can handle things like daily market reports, overnight updates and recurring portfolio analysis, allowing Claude to keep working without you manually prompting it every time.

As we covered before, capital is slowly moving beyond the AI tickers that led the market. Increasingly, investors are looking toward the infrastructure powering the next phase of growth.

One of the clearest examples comes from Stanley Druckenmiller, one of the greatest macro traders of all time. He generated over 30% annualized returns for decades, went without a losing year from 1981 to 2010, and grew Duquesne from $1M into a multi-billion-dollar fund. His latest portfolio move is therefore worth paying attention to.

This isn't simply a bet on Bitcoin. Many of these companies are increasingly turning their power infrastructure and data center capacity toward AI and high-performance computing, giving investors exposure to the growing demand for compute.

It also fits directly into the AI → crypto infrastructure pivot we've been covering, with capital moving further down the stack toward the power, compute and infrastructure needed to support both AI and crypto.

The tokenized equities market continues to grow rapidly, with onchain trading volume reaching $9B in 2026. That represents a sharp increase from earlier in the year, with activity accelerating particularly over the past few months.

A big driver is the growing demand for 24/7 access to stocks, especially high momentum sectors like memory and storage. Jupiter has also become a major driver of this activity on Solana, with routed tokenized equity volume seeing strong quarterly growth.

Interestingly, 55% of Jupiter's tokenized equity volume now comes from outside regular market hours, highlighting the demand for around-the-clock trading.

With traditional markets also moving toward longer trading hours, tokenized equities are starting to look less like a niche experiment and more like a growing part of the future market structure.

While price action across crypto has been relatively mixed, onchain trading activity continues to show strong demand.

Fomo just recorded its biggest week yet, with $378M in volume, around 34K daily traders and more than $2M in fees across Solana, Robinhood Chain and BSC.

The broader trading data is showing the same strength. Trading terminals just did $1.62B in volume last week, around 4x higher than six weeks ago, highlighting how quickly onchain trading activity has accelerated in recent weeks.

Here are a few of the setups our analysts have been discussing this week, giving a snapshot of the different opportunities they're currently monitoring across the market.

Fabian started a small SOL position around $76, expecting a potential BTC bounce to provide a tailwind for the broader majors.

Beyond the immediate trade, he remains constructive on SOL relative to ETH. He points to SOL's strong onchain activity and sees tokenized equities and AI agents as two narratives that could become increasingly important for the chain in the next cycle.

LINK is currently the only alt on Morin's radar. He's watching for a potential range extreme setup around the $10.80 range high, where he wants to see momentum become stretched and potential bearish divergence develop.

The setup is still developing, with the strength of the move into the range high being important. Morin plans to share the execution strategy once price gets closer to that level.

Surf has opened a half risk short on gold and silver after an upside retest of a higher timeframe level, followed by a failed breakout and stretched momentum.

He's looking for a rotation back toward the local range lows and plans to de-risk along the way. Surf has been waiting for this setup for almost two months and sees similarities to his previous BTC short from $80K toward $60K.

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