“I'll honestly take the other side of this one, and I'll say that while I think the whole Tao thing is retarded and he's played it just horrifically”
Jason Calacanis publicly long TAO to $500k target, but the trade is played horribly and likely wrong.
“Hyperliquid is 44.5, it looks great. Honestly looks great.”
Hyperliquid looks great and ripping after hours; a clean risk-on alt expression he favors.
“this is an alt I would like to long if, if we really are If that was a real BTC breakout, this is also like the long ETH is strong”
Zcash is the alt to long if BTC breakout is real, but the chart looks horrid so waiting.
“BTC has been I mean, look at this BTC daily. this is I mean, it looks like we're good for 80 plus. I don't know, it looks like we're good for 80 plus.”
Still long Bitcoin spot; daily chart looks good for 80k plus, only trimmed for taxes not conviction.
“I'm, I'm fucking bearish Tesla, you know I am. I'm gonna continue to stand on it. But it's gonna be a fun one to follow how Dev launching a second token plays…”
Bearish Tesla; still in a downtrend and a second Dev token launch adds risk, though won't short it.
“Figma got destroyed, down another 9%. On announcement of a Claude Anthropic design tool, just one-shot binker, which is wild.”
Anthropic's Claude Design tool is destroying Figma and Adobe; a megachurch short on the disrupted incumbents.
“We saw that RFK announcement where he's basically like, look, we are going to hyper speed up the process of the FDA of getting these peptides approved. And…”
Sold the HIMS leverage long into peak attention; RFK peptide approval news drove the megachurch run, exit when crowd piles in.
“this red candle is the announcement that there is no ceasefire. There is no ceasefire. And the market does absolutely fucking nothing. And then Trump comes…”
Market trend says risk-on; bad news won't dump it and any good-news headline rips it, so go long high beta.
“Long hype Google South Korea ETF. Oh, I'd be down along this actually. Whoa, I would be down along this. This looks insane, huh?”
South Korea ETF chart looks insane, an interesting long he just spotted on the panel's suggestion.