“I have one rule that I always follow no matter what... and that is to always fade the war I will continue to fade the war”
Traders are exhausted by global conflicts and will dump oil to erase the recent 40% price spike.
“i'm still in solana long is the only thing i'm in solana... it's a good man's barbell”
ThreadGuy anchors his portfolio against market panic by balancing a core $76 Solana position with speculative meme coins to offset extreme risk.
“This is maybe become the Trump stock. This may become the Trump stock. Look at this thing go up 4%.”
Dell is breaking out as a momentum play that rallies every time Trump mentions it.
“man Trump accounts perps blockchains 27 million users You start to think to yourself, wow, this thing looks pretty convincing.”
Robinhood looks increasingly convincing as a buy with its 27 million users and potential to launch on-chain products.
“He's reportedly raising outside capital for the first time, seeking $10 billion at $130 billion premium valuation. This is very bullish for Rocket Lab, which still trades around $48 billion market cap”
Jeff Bezos hunting for a massive $130 billion private valuation for Blue Origin exposes the extreme relative discount of Rocket Lab's public shares.
“we're no longer going to be pigeonholed to just buying micron and sandisk and all these other memory companies and it's a commodity nobody has a moat and it's going to get destroyed this is going to b”
Chinese competitors are flooding the market with 350,000 wafers a month, turning memory chips into a cheap commodity and crushing Micron's profit margins.
“we're no longer going to be pigeonholed to just buying micron and sandisk and all these other memory companies and it's a commodity nobody has a moat and it's going to get destroyed this is going to b”
Chinese memory suppliers capturing 13% of the market will flood the industry with cheap supply and obliterate margins for Western Digital's SanDisk unit.
“I don't really have an answer to what the philosophical purpose of crypto is from this point other than like Bitcoin going a lot higher. If it something that doesn already exist I don know what it is ”
The crypto industry exhausted its philosophical purpose, leaving Bitcoin to absorb the remaining capital as US spot ETFs stockpile 1.43 million tokens.