“I was talking about how America's maybe on the precipice of a gold— of a golden age right now, and I think we're gonna have a multi-year renaissance. In the…”
War-end relief rally lifts US equities into a multi-year golden age
“you know my stance right now. IRL is back. I've never believed— after going out yesterday, by the way, for the first time in a while, I've never believed it…”
IRL renaissance: movie theaters and live tickets are back, AMC running
“But the one that I care the most about is copper. I like copper. I like copper. And I think that All In podcast— copper.”
Copper is a long-term winner; All In and Chamath blessing the critical-minerals theme
“Remember, by longing oil, you're longing an asset that almost every country on earth is incentivized to see trade longer— trade lower.”
War ending peace deal kills the bid for oil; nearly every country wants it lower
“The good Alexander thesis is that SpaceX is going to be a liquidity vamp for all speculative space stocks, because how could you ever paint a better narrative…”
SpaceX IPO will vampire liquidity from all non-Elon space stocks, crushing them
“StubHub, that's up 5. It is up 6 cents from where I entered with a little bit of spot. I figured, hey, fuck it, I'm getting all my tickets on StubHub, I might…”
StubHub rides the live-events boom; bought spot on the IRL ticket thesis
“I got bearish at those spots, right? He threatened to nuke Cargill Island and I was a bear. But you kind of only really have one option, which I think is to…”
Trump's most extreme oil-strike threats mark local bottoms; fade the panic, don't get short crude.
“SpaceX IPO set to draw more than $70 billion in retail orders, which means that retail orders alone are basically enough to cover the entire raise.”
SpaceX must trade well out of the gate or it drags down the whole IPO pipeline and market.
“No, I've I went from leverage long at the beginning of this week to now with my futures position that I put on today, I'm now I think net short. So I've gone…”
Flipped from leveraged long to net short equities this week, fading the rally via index futures.
“XRP is so funny. I'm short ETH and I'm short XRP.”
XRP headed lower, held as a short alongside ETH.
“XRP is so funny. I'm short ETH and I'm short XRP.”
ETH and XRP headed lower, shorting both into the SpaceX-IPO market frenzy.