Market Bubble — sniff.trade

Market Bubble

Faze Banks & Ansem: Trades, tokens, market calls

15 episodes · 124 trades · 12 speakers

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TRACKED TRADES

@Market Bubble

1w

giving chat $$$

IDEAS · 4

BTCBTCLONGCrypto has bottomed following the Saylor capitulation, setting up a bull market in three to six months as sidelined Q4 capital allocates.$62,974-3.15%›ETHETHLONGMajor layer-one crypto assets offer a prime accumulation window while prices remain 50 to 70 percent drawn down before the next cycle.$1,862-1.17%›SOLSOLLONGHigh-conviction crypto majors present a strategic buying opportunity while trading at a 50 to 70 percent discount to prior highs.$72.98-3.37%›AAPAAPLLONGApple is the pick to win the AI race as plummeting model costs allow them to run models locally on-device across their trusted hardware.$303.52-7.19%›

@Market Bubble

3w

Highlight: Giving chat $1,000,000+

IDEAS · 5

SOLSOLLONGSolana is primed for a breakout as on-chain activity hits record highs across all metrics except for price.$72.98-6.37%›HOOHOODLONGRobinhood's push into on-chain crypto leverages its massive retail distribution to capture early native capital flows.$84.94-25.68%›BTCBTCLONGBitcoin has fully priced in the worst-case Michael Saylor selling overhang as the market immediately absorbed a $225 million dump at $60K and rallied.$62,974-0.09%›AAPAAPLLONGApple's massive distribution advantage with Siri AI will win the consumer market because everyday users prioritize native convenience over underlying model differences.$303.52-3.81%›

+1 more ideas →

@Market Bubble

3w

Giving chat $1,000,000+

IDEAS · 7

SOLSOLLONGSolana is primed for a price catch-up as its on-chain activity and network metrics hit all-time highs.$72.98-7.47%›HOOHOODLONGRobinhood is winning the retail finance race by leveraging its massive distribution to verticalize crypto and traditional asset trading.$84.94-26.66%›BTCBTCLONGBitcoin has fully priced in the MicroStrategy selling overhang, absorbing a $225 million dump at $60K and immediately bouncing higher.$62,974-1.33%›AAPAAPLLONGApple wins the AI consumer war because its massive distribution advantage embeds AI directly into everyday tools like Siri and messages.$303.52-3.92%›

+3 more ideas →

@Market Bubble

4w

Highlight: MONEY MONEY MONEY

IDEAS · 3

SOLSOLLONGSolana is positioned to capture diversifying capital as tokenized stock platforms like Backpack and Sunrise drive new on-chain activity.$72.98-9.56%›BTCBTCLONGBitcoin's overhang is cleared as MicroStrategy has secured 25 months of runway, eliminating fears of forced multi-billion dollar selling.$62,974+2.53%›ANSANSEMLONGAnsem coin is lagging the massive mainstream attention its creator commands, offering a hero-narrative buy as users snowball recovered fees into the token.—IDEA›

@Market Bubble

4w

MONEY MONEY MONEY

IDEAS · 7

SOLSOLLONGSolana is positioned for a massive cycle run to a $600 price target.$72.98-10.49%›MSTMSTRLONGMicroStrategy's Bitcoin liquidation risk is eliminated as Saylor has secured 25 months of runway on his balance sheet.$91.56-7.73%›ANSANSEMLONGThe Black Bull token is mathematically mispriced at an 8% implied probability to flip Pump.fun's valuation.—IDEA›BTCBTCLONGBitcoin will catch up to gold's recent breakout as its smaller market cap allows for outperformance in the digital gold thesis.$62,974+1.99%›

+3 more ideas →

@Market Bubble

1mo

Highlight: On Epstein Island...

IDEAS · 6

SOLSOLLONGSolana is poised to 10x to $600 as breakout consumer applications and meme coin retail interest prove its performance as a cheap L1.$72.98-1.91%›BTCBTCLONGBitcoin's bottom is in as the market prematurely prices in forced MicroStrategy liquidations that will not happen in the immediate term.$62,974+5.23%›MSTMSTRSHORTMicroStrategy's premium will collapse as the company runs out of runway to pay preferreds and loses its ability to sell shares for cash.$100.77-8.73%›ZECZECLONGZcash is poised for adoption by offshore banking as upcoming upgrades deliver quantum-proofing and hundreds of TPS.$454.65+13.61%›

+2 more ideas →

@Market Bubble

1mo

On Epstein Island...

POSITIONS · 1

ZIZion

BTCBTCLONGBitcoin holding the critical $58-60K support and Q3 turn marks the bottom; sidelined buyers chase it higher$62,973.50+4.83%›

IDEAS · 5

SOLSOLLONGSolana bottoming near $60 cycle low, set to reclaim prior ATH and 10x to ~$600 as breakout apps land$72.98+1.54%›ZECZECLONGZcash should trade far higher vs Bitcoin: it's Bitcoin's private, quantum-resistant twin.$454.64+8.35%›NEANEARLONGNEAR is a riskier high-upside hold: top-tier team, strong conviction in Ilya.$1.67-7.28%›PANPANWLONGPalo Alto rides AI-era security demand: loaded up 18 months ago, up an insane amount$328.17+10.29%›

+1 more ideas →

@Market Bubble

1mo

Everything is so toxic…

POSITIONS · 4

ANAnsem

HYPHYPELONGHyperliquid wins as the venue for pre-IPOs and stocks; SpaceX flow then Anthropic/OpenAI rotate into HYPE.$52.18-24.01%›TTWTTWOLONGTake-Two underprices GTA's digital IP and servers; presale strength shows the run is just starting.$247.64+4.10%›SOLSOLLONGSolana offers strong risk/reward as bad sentiment meets real new apps in RWAs, TCG and perps$72.98+4.55%›BTCBTCSHORTAlready short BTC from the FOMC top near 65k, stop tightened to 66k, riding the post-Warsh selloff.$60,074.00+4.65%›

IDEAS · 12

SPCSPCXLONGSpaceX trades like a high-beta meme but the float and Elon story keep it a long; bullish at 175-185.$108.28-41.92%›ZECZECLONGZcash is the quantum-resistant private alternative to Bitcoin as Saylor selling fears grow; continues to do well.$454.64-0.24%›VVVVVVLONGVVV (Venice AI) climbs as privacy AI demand wakes up once a censorship event scares retail$11.64-19.61%›INTINTCLONGIntel in strong uptrend; false-breakdown reclaim pattern means continuation to new all-time highs$88.52-33.92%›

+8 more ideas →

@Market Bubble

1mo

No more drama...

POSITIONS · 3

MBMarket Bubble

BTCBTCSHORTStill high-timeframe bearish Bitcoin; short long-term.$62,973.50+0.64%›ETHETHSHORTShort ETH: broke down from a 4-month range, lowest weekly close, now trending down.$1,862.45-11.03%›XRPXRPSHORTShort XRP alongside ETH; named as a good short bet.$1.06+6.89%›

IDEAS · 6

AAPAAPLLONGApple is the sleeper AI pick on distribution plus Siri AI; the Gemini sell-off was a buy.$303.52+0.30%›HYPHYPELONGStill long HYPE: Hyperliquid keeps winning as the trade-everything venue grows.$52.18-11.02%›SOLSOLSHORTStill high-timeframe bearish SOL even while opportunistically buying Solana memecoins.$72.98-9.67%›ZECZECLONGZcash thesis gets stronger after the exploit is fixed and the network hardens.$454.64+4.09%›

+2 more ideas →

@Market Bubble

1mo

Highlight: Let's Talk About View Botting

IDEAS · 1

HYPHYPELONGHyperliquid is decoupling from the crypto market as the team buys back billions of dollars of the token rather than inflating the supply.$52.18-7.68%›

@Market Bubble

1mo

Let's Talk About View Botting

POSITIONS · 2

MBMarket Bubble

HYPHYPELONGHYPE is the safe haven pumping through a Bitcoin crash; highest-conviction long in the pair trade.$52.18-22.39%›ZECZECLONGZcash is outperforming a falling market as a long leg of the pair trade.$454.64-13.09%›

IDEAS · 6

VVVVVVLONGVVV is a good spot hold; most likely entry 14-15, worst case 10-12.$11.64-32.48%›BTCBTCSHORTBitcoin weakness continues as Saylor/MSTR dividend pressure threatens forced selling and ETFs bleed.$62,973.50+0.86%›SOLSOLSHORTSOL sells off near-term with the market; lower from here despite long-term bull case$72.98-6.09%›ETHETHSHORTETH sells off with BTC in the coming liquidation event$1,862.45-4.97%›

+2 more ideas →

@Market Bubble

2mo

I'm Sick of Talking About This...

POSITIONS · 3

MBMarket Bubble

HYPHYPELONGHYPE keeps ripping to all-time highs: real business, growing revenue/users, uncorrelated to BTC/ETH.$52.18-10.76%›VVVVVVLONGVVV is a leader of this cycle's outperformers, called at ~$9 and now multiples higher.$11.64-35.75%›NEANEARLONGNEAR reclaimed yearly open and broke out on AI + privacy narrative; spot buy with invalidation at $1.45$1.67-14.13%›

IDEAS · 5

ZECZECLONGZcash runs higher: private/quantum-resistant Bitcoin narrative, small $10B cap with room to 3-10% of BTC.$454.64-32.24%›BTCBTCSHORTNot bullish Bitcoin: it lost the key ~$79K range high; needs to reclaim it before turning bullish.$62,973.50+18.91%›ETHETHSHORTETH keeps underperforming; rollup roadmap gutted fee revenue, headed to ~$1,000 next year$1,862.45+12.89%›MPMPLONGMP Materials is the US rare earth play as China controls the supply chain and Trump invested in it$40.71-32.96%›

+1 more ideas →

@Market Bubble

2mo

So I Talked to FaZe Rain...

POSITIONS · 2

MBMarket Bubble

ZECZECLONGZcash is Swiss banking in your pocket, second-best store of value behind Bitcoin; ATHs ahead$454.64-17.75%›SOLSOLSLONGSOLS is the sole US nuclear conversion supplier; AI energy demand drives revenue inflection; good technical setup$61.36-29.06%›

IDEAS · 14

HYPHYPELONGCoinbase/Circle stablecoin deal adds ~$150M annual revenue to Hyperliquid, 90% to HYPE holders$52.18+17.67%›BTCBTCLONGBitcoin holding key $79K level after breaking above $80K range; follows risk-on higher, invalidation at $75K$62,973.50-22.52%›ETHETHSHORTEthereum to underperform; good hedge short as the least-favored major$1,862.45+18.74%›INTINTCLONGIntel positioned to be a multi-year AI winner via US fab buildout, like Nvidia 2022-now$88.52-22.11%›

+10 more ideas →

@Market Bubble

2mo

We need to talk...

POSITIONS · 1

MBMarket Bubble

BTCBTCLONGBanks is heavily overinvested in crypto and still holding Bitcoin and Hyperliquid through the drawdown$62,973.50-21.13%›

IDEAS · 21

ZECZECLONGZcash is the best trade in crypto right now: quantum-resistant, private, cheap at ~$9B, with momentum$454.64-18.06%›VVVVVVLONGVenice AI's VVV is a rare real crypto-AI protocol: private inference, 2M users, real subscription revenue$11.64-1.92%›HYPHYPELONGBuy HYPE with every profit; you use Hyperliquid daily and can trade its earnings as a token$52.18+22.61%›NVDNVDALONGNvidia closes green after deal news; same-day 'up' market underpriced at 40 cents$198.15-7.59%›

+17 more ideas →

@Market Bubble

3mo

The truth about FaZe.

POSITIONS · 1

MBMarket Bubble

HYPHYPELONGHyperliquid is a top global app making real money on perps; Banks and Ansem both hold HYPE.$52.18+32.45%›

IDEAS · 5

BTCBTCSHORTBitcoin down a lot and structurally weak vs AI; Ansem holds zero, bearish on the backdrop.$62,973.50+17.64%›ETHETHSHORTETH is headed lower; super bearish while bullish on other crypto areas$1,862.45+17.48%›ETNETNLONGEaton breaks out on data center power demand, de-risked from consumer AI$423.45-0.13%›METMETALONGMeta underrated in AI; distribution through WhatsApp/Instagram wins the mass market$566.01-5.25%›

+1 more ideas →