Joined October 2022
After staying in the private markets until their Series W, they are finally rushing to Democratize Finance and ensure everyone gets a slice
Anthropic's lockup is insane What are we doing here
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1
12
1,613
I will leave it to Gavin Baker to stroke himself off about each incremental 5B of ARR 80-100B is no joke, but I think it’s a sweet spot My paranoia is telling me ANT is doing everything they can to fire on all cylinders into IPO and as more shares unlock it’s going to be coincidentally harder to get that incremental 5B as these numbers get larger and larger
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56
(It was in the charts)
$HYPE Yeah yeah downside outperformance doesn’t pay the bills (unless you’re running the pair trade ofc) When do we make money on the long side? Current fractal I’m watching…
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10
459
$AAPL Something about stairs and an elevator?
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2
26
2,472
Ironclad rule of markets: Sell the first Gavin Baker schizo post, buy the 42nd
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25
1,601
11/11 … 11/12 3/3 … ?/?
11 successful bull defences of 81k 3rd bear defence currently being attempted
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20
2,855
Tight leash imo Need to break through this level into 500 this week, if we start peeling off I’m closing All the ANT S1 metrics got leaked over the last two weeks (hence the absolute Hindenburg from 600 down to 475), so I wouldn’t read into this reversion off the official S1 Gavin is just doing his thing
Ideally Gavin Baker doesn’t start schizo posting again or this reversion trade is about to turn into a scalp
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1
18
2,422
Ideally Gavin Baker doesn’t start schizo posting again or this reversion trade is about to turn into a scalp
No lies… (Long: SOXX, INTC, SMTC, also picked up NBIS on Elon FUD)
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1
19
4,525
Ironclad rule of markets: Sell the first Gavin Baker schizo post, buy the 42nd
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762
No lies… (Long: SOXX, INTC, SMTC, also picked up NBIS on Elon FUD)
Would the 200 day moving average lie?
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1
33
4,602
Ah yes, the part of the medium term cycle where Tesla is the best performing MAG7 name…
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24
2,791
11 successful bull defences of 81k 3rd bear defence currently being attempted
12 successful defences of this level over the past 2 weeks Now working on the first rejection
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1
47
4,754
$HYPE Would Arthur Hayes Lie?
$HYPE Didn’t get the swipe yet, but the timing is here Re-bought some with room to add into 74 Green close and that’ll lock in a daily bull div Arthur (and Flowhorse) says Hype is destined to underperform from here, but I’m not willing to join that bet here at weekly trend.
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4,171
$OIH $XLE Monitoring for regime change
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1
12
2,702
Have a Good One
Red Lining… All part of the process… Have a good one.
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53
4,873
“This market is all feel right now” @comfortablylong
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1
53
7,288
12 successful defences of this level over the past 2 weeks Now working on the first rejection
Literally free money, no strings attached
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1
2
90
12,372
Pavlov’s dogs took a hit, yes, but it’s the weekend and PA is supposed to have little meaning, I’m sure it’s all ok
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10
1,627