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5:30LONG
“yesterday Circle pukes 20% on this Clarity Act leak... But if your view is that stablecoins in 5 years are going to eat the financial system…”
@1000x · Avi Felman
Long Circle as a stablecoin winner, with the Clarity dip a buying opportunity
CRCLLONG@ $98.61
$63.38-35.72%
since call Mar 26
10:22LONG
“I think that hyper liquid will eat commodities trading and we're seeing the beginnings of it now...”
@1000x · Jonah Van Bourg
Hyperliquid eats commodities trading once stablecoin rails go global
HYPELONG@ $39.27
$52.60+33.94%
since call Mar 26
peak +75.3%
22:32SHORT
“most of these things are actually not going to pan out … now you have to start evaluating each individual crypto project as a company. Does it generate value?”
@1000x · Avi Felman
Short the basket of revenueless crypto tokens going to zero
WLDSHORT@ $0.30
$0.30+1.71%
since call Mar 26
peak +2.2%
“BitTensor, the TAO, is up this year when everything, when everything is down. There's a lot more dispersion in the market”
@1000x · Avi Felman
Long BitTensor TAO as a token bucking the down market
TAOLONG@ $338.33
$193.95-42.67%
since call Mar 26
29:05LONG
“I'm very bullish on Bitcoin and that's really it... And then when it comes to Bitcoin, well, it's Bitcoin.”
@1000x · Avi Felman
Long Bitcoin as a megatrend to grit teeth and hold through volatility
BTCLONG@ $69,415.00
$62,924.50-9.35%
since call Mar 26
29:05LONG
“When it's 24/7 trading, I'm very constructive on Robinhood and very constructive on Hyperliquid.”
@1000x · Avi Felman
Long Robinhood as the old-world name that wins the 24/7 trading shift
HOODLONG@ $72.79
$84.60+16.22%
since call Mar 26
peak +62.3%
29:05LONG
“Sky, which is a rebrand of MakerDAO that issues stablecoins, is up 25% this year when everything else is down … dispersion is very healthy because it means…”
@1000x · Avi Felman
Long Sky as a winning stablecoin issuer outperforming dead tokens
SKYLONG@ $0.07
$0.06-20.65%
since call Mar 26
29:05LONG
“how do I bet on stablecoins … when it comes to stablecoins, my answers are Sky”
@1000x · Avi Felman
Long Coinbase as a crypto-native winner in the K-shaped split
COINLONG@ $179.99
$143.43-20.31%
since call Mar 26
peak +1.6%
“the sort of contrarian angle I'm looking at is I was kind of bearish Canton. Now I'm not.”
@1000x · Jonah Van Bourg
Long Canton after flipping from bearish to bullish as a contrarian play
CCLONG@ $0.14
$0.12-13.84%
since call Mar 26
peak +4.8%
TIMESTAMPS
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