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“fading is always the right trade. Commodities are mean-reverting assets … High oil prices solve high oil prices.”
@1000x · Jonah Van Bourg
Oil mean-reverts hard once the war winds down, fading the spike is the trade
WTISHORT@ $113.20
EXIT$97.03+14.28%
since call Apr 7
flipped May 13 · held 36d · record frozen at +14.28%
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“there's a world in which, let's say oil doesn't come back in, but the Fed has to cut rates because the employment numbers and the manufacturing numbers still…”
@1000x · Avi Felman
Gold runs to 6,000-7,000 if the Fed has to cut into stagflation and the dollar weakens
GOLDLONG@ $4,662.29
$4,058.56-12.95%
since call Apr 7
“If what we see in the numbers is that inflation, that oil comes in a lot and inflation remains reasonably stable, then I'm all in on…”
@1000x · Avi Felman
US tech stocks rip once the war ends and oil comes in, core long position
XYZ100LONG@ $24,037.00
EXIT$29,651.00+23.36%
since call Apr 7
flipped Jun 12 · held 66d · record frozen at +23.36%
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“for me, SPY is just a better hedged version of Mag7 with slightly less volatility. So SPY is something I'm dip buying right now.”
@1000x · Jonah Van Bourg
SPY is the better-hedged Mag7 play, dip buying it now
SP500LONG@ $6,587.10
EXIT$7,259.50+10.21%
since call Apr 7
flipped Jun 10 · held 64d · record frozen at +10.21%
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“The megatrend that I see is like humanity is just gonna spend more on compute than before. … Something you could stash right now”
@1000x · Jonah Van Bourg
Micron is a discounted way to ride the compute megatrend, stash and forget
MULONG@ $376.45
$810.62+115.33%
since call Apr 7
peak +167.6%
“I think I've been banging the drum on Intel for a long time. … Which by the way, has performed extremely well off the lows.”
@1000x · Avi Felman
Intel has been banging the drum on, performing well off the lows
INTCLONG@ $52.88
$88.12+66.65%
since call Apr 7
peak +107.3%
40:25LONG
“Stripe is like the way that e-commerce was 5% of commerce in the early 2000s and Amazon was 100% of e-commerce … you can buy Stripe in secondary markets.”
@1000x · Jonah Van Bourg
Stripe is an Amazon-like play on payments moving on-chain, buyable on secondary markets
CRCLLONG@ $93.69
$63.38-32.35%
since call Apr 7
“with stablecoins, if I can do that instantaneously, just because of the technology, I don't need to have that pool of billions of dollars sitting in the…”
@1000x · Avi Felman
Western Union turns float into revenue by settling on its own stablecoin rails, re-rating WU as crypto infrastructure.
WULONG@ $8.81
$6.47-26.48%
since call Apr 7
45:33LONG
“if you get a war and Bitcoin can barely go down, the question is, who's left to sell? … Doesn't seem like there are that many people.”
@1000x · Avi Felman
Crypto is set for a resurgence as bad news stops pushing Bitcoin down, sellers exhausted
BTCLONG@ $68,668.00
$62,924.50-8.36%
since call Apr 7
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