#SadBarcaFan (@Thatguy_107) header
#SadBarcaFan (@Thatguy_107) profile picture

i code & invest.

Joined December 2019
Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)Photo by #SadBarcaFan (@Thatguy_107)
This moment will live forever with us ❤❤ #CopaAmericaFINAL #ArgentinaVsBrazil #GOAT
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#SadBarcaFan retweeted
as a counter to anthropic s1 glaze majority of q2 was the height of tokenmaxxing where companies were spending as much money as possible on credits it wasn’t until july where the idea of managing ai spend started to get traction also q2 was peak Opus 4.7 & Mythos/Fable season hype vs GPT-5.5, and Codex didn’t really take over until 5.6 during the summer i love anthropic’s products though and probably will slam the ipo because it’s first pure play ai lab but the belief that the headwinds for the ai trade have disappeared because of this document is not accurate >models have never been more commoditized than they are right now i used to be able to tell the difference between model outputs, now it’s almost impossible the more they get commoditized, the more the margins compress. this was not clear in q2. it is now. >still no clear proof of how ai drives more profit to most businesses most of anthropic’s biggest customers are publicly traded companies & they will be incentivized to decrease their own Claude spend to improve their own margins >capex commitments already signed until 2034 every hyperscaler & lab has been racing to sign deals spanning the next decade. this is all priced in already. this means the labs/mag7 basically either find ways to make existing chips more efficient (deepseek deepinfer type stuff) or they dilute shares to spend more on capex. either way stocks go down in both those scenarios — i am an ai bull but i believe the winners have still not been decided i think muse is great but does anyone know if it can drive hundreds of billions of dollars in value to Meta? well that’s what’s priced in and that’s what it would take for the investment to be worthwhile. — of course a lot can change but it feels like the real ai trade will take place after this current one settles down the real one will take time, just don’t see how it’s going to be this business cycle
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#SadBarcaFan retweeted
Quite the consistent pattern on $BTC around FOMC. Across the last eight meetings shown here, the direction of the week leading into the announcement has been opposite to the direction of the week that followed. Rallies into the meeting were followed by declines. Negative weeks going in were followed by positive weeks coming out. Understand that a lot of the positioning is happening before the announcement. In other words, “priced in.” We’ve consistently seen these changes in direction around cuts, holds and a hike. So far, BTC has already corrected 7% heading into the meeting. Yet the further it falls, the more people expect that same direction to continue. If history repeats, we continue to see blood this week, followed by green next week.
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Performative couple
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#SadBarcaFan retweeted
Little rant... I’ve seen this script so many times before, and I’m here to tell you how it is, respectfully, but without a filter. I couldn’t care less what other people think. There’s always an excuse not to buy. Always. What, do you think that in a bull market they’re going to hand you a 50–150% move with bullish news, and everyone’s just going to win? Are you having a laugh? Peak uncertainty is exactly why $BTC was created. Yet you have supposed OGs using uncertain conditions as an excuse to stay out of the market. Incredible, if you ask me. Bitcoin is at $80,000 a coin. It’s going to $126,000. There’s absolutely no reason to take profits before that region is reached. The issue is people are investing and using leverage with money they can’t afford to lose... which leads to amateur mistakes, closing winning positions too early, flipping too soon, then finding excuses to justify the flip. All because they are emotionally attached to their $. Do less. Not more. The problem with mfs is they load up X and see these fake lavish lifestyles that 1% live. Maybe 5% of these people are making it. The other 95% are making money by extracting it from their followers. Then you start comparing yourself to them, thinking, "I need to make XYZ returns because this guy did." They’re fucking larps, posting demo screenshots made to look real. Exchanges are literally paying KOLs to market for them, making these guys look like legit traders moving millions. They’re not. That’s exactly why I see zero reason to post anything PnL related. What’s the point in a space where everyone’s a fucking fraud? I’d rather post my ideas and genuine thoughts, which I believe are worth more than 99% of the shit you see on here. I’m genuinely disappointed in what this space has become. Years ago, I used to sit on the sidelines and watch people who actually provided value. Now it’s nothing but wannabe max extractors, fake lifestyle flexers and lifestyle traders with 18 and 19yo fanboys acting like they’re the greatest traders alive. They’re not. They offer fuck all, and anyone with real market experience can see their opinions are irrelevant. It’s a shame this place has become such a shithole that people can’t tell who’s real and who’s fake. It’s actually depressing. And maybe that’s part of why sentiment feels so fucking dead, like nobody’s even here anymore. Back to the Stone Age. I spend 14–16 hours a day in one of my rooms, religiously watching charts, with 7-figure exposure in the market. I’m not out partying. I’m not at events. I’m not doing podcasts or interviews. I’m locked the fuck in. Fuck these wannabe lifestyle traders. They don’t exist. What does exist are traders who are so fucking obsessed they barely leave their rooms. It is what it is. I just needed to rant, because crypto has never felt this depressing to be part of. Take it from me, compare yourself to absolutely fucking nobody.
Imagine taking profits below ATH.
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Looks like bitcoin will test 77.2k
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People keep forgetting that after ipo zomato lost 75% found bottom at Rs.40 I'm not saying Swiggy can't go bust but there some level come when it will be good buy. Don't lock your horn. Swiggy just need to step up their business value for sure to get zomato valuation later
Swiggy is down more than 70% from Top Yesterday it was down 16% due to Poor earnings Eternal aka Zomato is trading near ATH Big value destruction in Swiggy #Swiggy #Zomato
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#SadBarcaFan retweeted
I regret to inform you that a lot of problems in life are solved by waking up early and working out.
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#SadBarcaFan retweeted
Nothing is more frustrating than watching your position constantly round trip. And this is precisely the type of price action that causes 90% of people to close their winning positions too early. We saw the same thing when price kept bouncing off 62.6k, testing that level at least 10 times before finally making its next leg higher. After rejecting the highs repeatedly, people start losing confidence in their swings. Instead of holding their positions, they begin aggressively scalping the range. Closing, opening, closing, opening. Sure, they might make some money along the way. But when the range finally breaks, they end up missing the very move that would have been the most profitable. This is exactly how the market wears down your conviction. Repeated rejections make you question your positioning, and eventually, you start reacting to every minor fluctuation instead of focusing on the bigger picture. The reality is that catching the larger moves is far more profitable than constantly scalping for peanuts. Stop letting short term price action distract you from what actually matters.
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This account has to be trolling
longed $27,000,000 worth of $BTC looks good for a bounce potentially extending into the weekend, showing strength here at our lows. observing carefully, might add more to the position… holding this one. LETS WIN BROTHERS!!
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Whoa
JD Vance is now defending Vivek Ramaswamy’s ad against Amy Acton “I’m a bit disgusted when I see republicans across the country, whining more about that advertisement, then about what democrats want to do to the United States of America”
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#SadBarcaFan retweeted
This life is so forgiving man, you can fail a thousand times, but one major win is all it takes to change the whole trajectory of your life for good
just one big win that will cover all the losses.
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#SadBarcaFan retweeted
STT and LTCG aren't the issues believe it or not.. The actual issue is the drought, food inflation, fertilizer subsidy and upcoming rate hikes... This combined with a BoP problem is what FIIs are actually probably looking at.
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Abhi toh bas start hua hai
Indian stock market has become a hell for the mid and small caps investors.
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I will miss claude
24% chance they end up bankrupt by the end of the year according to the prediction markets... insane
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Every fucking time
*IRAN-US TALKS CONTINUE, REPORTS DEAL IS CLOSE ARE WRONG: PERSON
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Looney ass tune death haha hold that
HORRIFIC: The U.S. Air Force tragically confirms the airman rappelling from the Alamodome rafters before the Navy-UTSA football game has died. Medical personnel immediately tended to the airman, and he was transported to a nearby hospital, where he later died from his injuries. Very sad!
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Some people just wait
Many were waiting for $48k at $60k Many are waiting for $68k at $80k Lesson in there
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Do you guys deep how CRAZY this is? 🐐
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We are getting 90k lol
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#SadBarcaFan retweeted
This is what a healthy male internal monologue sounds like btw
Thoughts I had on my walk to class: Nice tits Nice tits Nice ass Wow that kids retarded Nice tits Nice ass Ni**er Nice tits
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