Capital Flows Research — sniff.trade

Capital Flows Research

Actionable macro map: rates, credit, FX, equities, crypto

6 episodes · 15 trades · 2 speakers

all speakers ▾

TRACKED TRADES

@Capital Flows Research

3w

My Update On PURR and The Future Of Hyperliquid — LIVESTREAM/PROPIETARY REPORT The free section of today’s livestream p

IDEAS · 1

PURPURRLONGPURR's position holding the world's largest HYPE treasury anchors its core bull case.$0.06-32.71%›

@Capital Flows Research

4w

The Factor That Will Force Traders To Buy Equities — LIVESTREAM/PROPIETARY REPORT The first section of today’s live str

IDEAS · 1

SPYSPYLONGA leveraged system forces traders out the risk curve and into equities, invalidating the bearish contracting liquidity narrative.$733.38-3.17%›

@Capital Flows Research

2mo

PURR Gamma Squeeze: The Setup That Could Send the Stock to a Massive Multiple of the Underlying

IDEAS · 4

PURPURRLONGRising call skew plus low float sets up a gamma squeeze pushing PURR to a huge multiple of underlying$0.06-55.32%›HYPHYPELONGHyperliquid sits at the nexus of US financial disruption and absorbs risk-seeking capital in a credit melt-up$52.20-28.32%›ORCORCLLONGOracle long keeps running as AI capex behaves like a commodity market, software leads$127.66-44.59%›IGVIGVLONGSoftware broadly leads the AI commodity-style rally even as rates rise$92.95-7.67%›

@Capital Flows Research

2mo

$PURR - Gamma Squeeze

IDEAS · 4

PURPURRLONGPURR is a low-float coiled spring set for a GME-style gamma squeeze as higher strikes list.$0.06-50.57%›SP5SP500LONGCredit cycle melt-up pushes capital out the risk curve, keeping equities grinding higher before any crash.$7,362.37-4.18%›ORCORCLLONGOracle is a prime AI reflexivity-loop bet tied to the same credit-cycle melt-up.$127.66-45.82%›SMASMALL2000LONGSurplus liquidity forces covering in low-quality high-short-interest small-caps, fueling a Russell 2000 melt-up.—IDEA›

@Capital Flows Research

2mo

Hyperliquid and Global Capital Flows (FREE MODEL INCLUDED)

IDEAS · 2

HYPHYPELONGInstitutions want Hyperliquid for funding arbitrage, driving the token to $350 this year.$52.20-16.58%›PURPURRLONGPURR is the largest concentrated bet, up 180% with the thesis still intact through the melt-up.$0.06-40.47%›

@Capital Flows Research

2mo

Manias, Panics, and Positioning: The Bubble Playbook

IDEAS · 3

PURPURRLONGPURR is the only treasury company net-long its own asset, a structural edge that should outperform peers.$0.06-43.05%›HYPHYPELONGHyperliquid brings institutional-grade leverage to retail, lowering the global cost of leverage; long the protocol.$52.20-14.08%›GOLGOLDLONGSovereign debt risk reprices currencies, not commercial leverage. Fiat debasement drives gold structurally higher.$4,042.91-8.33%›