“short MSTR to zero, baby, straight lick.”
MicroStrategy short to zero; its premium over Bitcoin makes no sense when anyone can buy Bitcoin direct.
“this is making new, it's coming, we're coming for new lows. Increasing volume in these red candles. I, uh, I sold some Bitcoin today. Some spot Bitcoin to put…”
Sold Bitcoin into Robinhood; coming for new lows, real buying only in the 50s, maybe 40.
“if you believe in Hyperliquid, there's not that much to add to the thesis here. The thesis is the thesis... it's the only crypto token that is remotely…”
Hype is the only crypto worth holding because it buys back and burns nearly all its fees.
“you see criminals... going in Atom 22 No jumper talking about they can't even commit crimes anymore because the surveillance is so bad. You think to yourself,…”
Zcash and private money have huge upside as total surveillance kills the ability to transact privately.
“the 72-hour war has officially crossed 100 days... it's probably more susceptible to go if they let it go. And I don't know, just an observation, mainly gut…”
There will be one big oil trade when the leash slips; long oil into war escalation, eventually.
“there's this guy on Twitter, Money Printer... Late Tesla short at $395 to $398. Let's mark it out because he's been on a god run.”
Tesla short into a SpaceX-Tesla merger that becomes a wipeout event for holders.
“the difference is that you cannot get Kang Robotics exposure. You can't get it. You can't get in Figure, you can't get into any of these names. And it…”
Robo Strategy deserves a real premium because you cannot buy these private robotics names anywhere else.
“DraftKings, that's up 12%. Huge. They came out with an announcement that prediction market volume rose 24% month over month to $1.3 billion. It's crazy. It's…”
DraftKings rips as prediction-market volume surges 24% month over month to $1.3B.
“I thought about Airbnb long as a cheeky World Cup trade, but I decided on StubHub instead as my World Cup trade”
StubHub rides a packed US live-event calendar, NBA Finals, NFL, World Cup, as a cheap World Cup play.
“And so I entered AMC and I entered StubHub. I put the money in Robinhood. I just put the money in Robinhood. I hold it on spot.”
AMC bet on IRL rebound, movies and live events roaring back post-COVID lifts a cheap beaten name.