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“I am still bullish Bitcoin. I don't think there's a reason to not be bullish Bitcoin other than potentially quantum risks, which we can get to later.”
@1000x · Flood
Bitcoin is a buy down here; sold off 50% with thesis unchanged means better entries, still long-term bullish
BTCLONG@ $72,432.00
$62,926.50-13.12%
since call Mar 5
“these dynamics I think made Hyperliquid like a very misunderstood asset from like $2 to $60 basically.”
@1000x · Flood
Hyperliquid stays a core long; it has set itself apart from competitors and value accrues to the dominant perp app
HYPELONG@ $31.38
$52.65+67.77%
since call Mar 5
peak +119.4%
32:49LONG
“a lot of volume has actually shifted from the sports sites to these swap-like, future-like instruments in the form of these prediction markets.”
@1000x · Flood
Volume keeps draining from sportsbooks into prediction markets, and the listed platform owning that flow gains.
HOODLONG@ $82.11
$84.70+3.16%
since call Mar 5
peak +39.5%
“I do think that a lot of these coins are still phenomenal shorts. I mean, if like, if Worldcoin ever is up, you know, 50 to 70% over some period of time, uh…”
@1000x · Jonah Van Bourg
Worldcoin remains a phenomenal short once it squeezes up and blows out the shorts
WLDSHORT@ $0.41
$0.30+27.54%
since call Mar 5
peak +27.9%
54:25LONG
“what's my risk-reward if the returns are infinite? Well, I should always make that bet from an expected value perspective. Like, AI is still pretty good.”
@1000x · Flood
Stay bullish AI because the upside is effectively infinite, so the expected value of the bet always wins
XYZ100LONG@ $24,888.47
$28,069.91+12.78%
since call Mar 5
peak +18.9%
55:32LONG
“I think we're in for a lot of volatility politically”
@1000x · Jonah Van Bourg
Political and societal unrest is coming, and gold is the trade to be long that volatility
GOLDLONG@ $5,103.19
$4,069.62-20.25%
since call Mar 5
TIMESTAMPS
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