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“I'm still bearish ETH, like, the thesis has not changed. So I just decided to re-enter my shorts at $3,387 for, yeah, for $1.5 million.”
@Taiki Maeda
ETH heading below $3K as demand collapses and token supply expands post-Oct 10
ETHSHORT@ $3,231.30
$1,862.55+42.36%
since call Nov 13
peak +45.6%
“if I told you that the MSTR premium is going to be near 1, I'm sure most of you would be like, yeah, like…”
@Taiki Maeda
MSTR premium near 1 signals speculative capital has left, bearish for the stock
MSTRSHORT@ $212.82
$91.12+57.18%
since call Nov 13
peak +57.4%
15:56LONG
“the coins that will recover are maybe assets with monetary premium like Bitcoin … coins with buybacks”
@Taiki Maeda
Bitcoin's monetary premium makes it a survivor that recovers ahead of altcoins
BTCLONG@ $99,735.00
$62,926.50-36.91%
since call Nov 13
“People have been positioning for this or trying to position for it for the longest time, and it's actually finally happening.”
@Taiki Maeda
Uniswap fee switch and 10% supply burn turns UNI into pseudo-equity that should recover
UNILONG@ $7.75
$4.35-43.94%
since call Nov 13
TIMESTAMPS
0:32
6:10
15:56
27:19