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36:27LONG
“Monero looks really good. Um, wow, Monero looks insane. Shout out Wavy80, is long Monero. He fucking binked this trade.”
@ThreadGuy
Monero is the only crypto trading well; long privacy coins after every hack as a repeatable edge
XMRLONG@ $383.02
$358.17-6.49%
since call Apr 21
40:12SHORT
“You know I hate this coin. You know I hate this coin. I just think it's the worst long in all of big tech right now.”
@ThreadGuy
Tesla is the worst long in big tech; structurally the weakest mega-cap right now
TSLASHORT@ $386.76
$313.41+18.96%
since call Apr 21
peak +23.1%
“this is up. Look at this... basically the last 3 weeks. This thing is up 6x on infinite size with basically no coverage on anything. It's a generational short…”
@ThreadGuy
CAR is a generational short squeeze up 6-7x in a month with no coverage; momentum keeps ripping
CARLONG@ $726.44
$135.47-81.35%
since call Apr 21
42:11SHORT
“Amazon basically vamped him's business model one-to-one... This is exactly why I sold him when I did, because to hold it any longer was to fundamentally…”
@ThreadGuy
Sold Hims before Amazon launched a one-to-one GLP-1 clone; the model has no moat against distribution giants
HIMSSHORT@ $30.59
$27.75+9.26%
since call Apr 21
peak +17.8%
“I bought a lot of gold a long time ago. Like, I think someone asked me my, like, top 5 bags non-crypto... and it was like gold, Palantir... for long-term…”
@ThreadGuy
Gold is a high-confidence long-term hold; Kobe bought heavily years ago as a top non-crypto bag
GOLDLONG@ $4,793.11
$4,054.73-15.41%
since call Apr 21
“Anthropic are just like using so well, it's like inspiring almost... that's something where like you could look back in like 50 years and be like, oh dude,…”
@ThreadGuy
Anthropic is the standout private AI bet; would take a small position to avoid missing buying God at a trillion
ANTHROPICLONGIDEA · NOT YET PRICED
TIMESTAMPS
36:27
40:12
40:49
42:11
118:56
125:21