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“There's a psychedelics hype that's happening right now. There's a Megachurch trade. I missed it because Markets are fucking closed on the weekend”
@ThreadGuy
Psychedelics megachurch: Trump EO to fast-track psychedelics is an obvious rip on ATAI
ATAILONG@ $4.84
$7.08+46.47%
since call Apr 20
peak +47.6%
17:58LONG
“this idea of hallucination yield which is like figuring out what the AI is going to tell everybody to do and getting in front of that is probably very…”
@ThreadGuy
GPT/LLM recommendations now drive retail flows; front-run what the AI tells everyone to buy
HIMSLONG@ $31.13
$27.76-10.82%
since call Apr 20
peak +19.0%
“Bitcoin somehow looks really fucking good. I don't really know how, but it does. $76,000”
@ThreadGuy
Bitcoin somehow looks really good and is his only long-term conviction bag amid war uncertainty
BTCLONG@ $76,200.00
$62,925.50-17.42%
since call Apr 20
“I think one of the most interesting longs right now, or I don't know, charts, is Monero. To me looks very good... look at the weekly on this thing”
@ThreadGuy
Monero looks like the most attractive crypto long on the weekly while alts broadly look terrible
XMRLONG@ $353.22
$358.17+1.40%
since call Apr 20
peak +4.6%
“I got the ick. And so I was hooking up with my ex every week... I got the ick and I'm done with the oil”
@ThreadGuy
Got the ick on oil and closed it; war headlines no longer move the market so the trade is dead
WTILONG@ $87.93
$87.48-0.51%
since call Apr 20
peak +7.2%
“you get to how much better can it get and how much worse can it get almost instantly... when we're down 15% on SPX on news that Trump is gonna drop a nuke to…”
@ThreadGuy
Trade bull-side headlines: market instantly prices perfection so there's short-term delta on every Trump move
SP500LONG@ $6,957.54
$7,340.64+5.51%
since call Apr 20
peak +6.6%
86:00SHORT
“we're probably back in the danger zone... we are IMO squarely leaning more heavily into the scared again phase”
@ThreadGuy
Equities priced to perfection at highs; structurally higher VIX/DXY/oil makes it the danger zone again
SP500SHORT@ $6,957.54
$7,340.64-5.51%
since call Apr 20
TIMESTAMPS
8:29
17:58
34:38
34:38
35:59
76:43
86:00