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“Cash on hype spot. Spot hype always.”
@ThreadGuy
ThreadGuy holds HYPE spot as his core conviction position and frames the product and price action as restoring faith in the name. He repeatedly calls it the best crypto product and is structurally long.
HYPELONG@ $44.58
$52.59+17.98%
since call May 15
peak +54.5%
“Zcash, not high time frame good, low time frame pretty ugly, is $5.15. I'm still long this with you know, my net worth.”
@ThreadGuy
ThreadGuy calls Zcash his favorite token and says he is long it with effectively his whole net worth, holding through near-term weakness. The directional view is clearly long despite admitting late longs got punished.
ZECLONGIDEA · NOT YET PRICED
49:47SHORT
“And again, Tesla's my least, probably my least favorite stock. At the moment based off of devs launching a second token. All of devs' incentives are to make…”
@ThreadGuy
ThreadGuy calls Tesla his least favorite stock, sees no catalyst for a new high, and explicitly says he likes the Tesla short, echoing Leopold's newly disclosed short. The view is clearly bearish Tesla.
TSLASHORT@ $417.96
$313.36+25.03%
since call May 15
peak +29.5%
78:53SHORT
“we visited Poet's HQ building in Toronto. We found abandoned rooms, and none of the tenants on the same floor recognized Poet. This is some Nick Shirley shit,…”
@ThreadGuy
Short report: empty Toronto HQ, dead partnerships, vanity awards from suburban homes, downside ahead
POETSHORT@ $16.11
$6.84+57.54%
since call May 15
peak +60.3%
TIMESTAMPS
33:32
39:41
49:47
78:53