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The Gray Brief

@graybrief

Global markets. Macro intelligence. No agenda.

 Dubai - United Arab Emirates
Joined May 2016
  • Tweets21.9K
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  • Followers20.7K
793Media
Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)Photo by The Gray Brief (@graybrief)
only three real gs on X @ThinkingUSD @camelfinance @benjamincowen
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Elon Musk (@elonmusk) profile pictureElon Musk
@elonmusk9 Jun 2018
SpaceX option package for new Tesla Roadster will include ~10 small rocket thrusters arranged seamlessly around car. These rocket engines dramatically improve acceleration, top speed, braking & cornering. Maybe they will even allow a Tesla to fly …
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big picture check. gold, nasdaq, btc, oil, dollar, all on one page. nasdaq +17% ytd, 5% off the highs gold -21% from the jan top btc -7% ytd, still -35% from the high, but +27% in 3 months oil +66% ytd 🧵
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tldr - its a yields market. watch the 10y before the chart - 10+ dollar both rising = worst tape for all 3 - not a short signal but a "be pickier" signal - the turn is when the 10y loses its 13w avg. thats when the +69% regime starts
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@camelfinance nailed this one in his videos
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senator pressley thinks congress is her crib
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The Gray Brief retweeted
Flood (@ThinkingUSD) profile picture
Flood
@ThinkingUSD11 Dec 2024
no bias but fair value for $HYPE is around 50B from the exchange alone (10x from here) fair value for $PURR is around 1B (6.6x from here)
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Remi Fabre (@RemiFabreRobot) profile picture
Remi Fabre
@RemiFabreRobotSep 4
Episode 2: Reachy Mini has to break bad news to Microduck. New approach for the duck's emotions this time. Not sure I'll keep making these, but thank you for all the kind messages and follows after the first one!
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The Gray Brief retweeted
Vlad Tenev (@vladtenev) profile picture
Vlad Tenev
@vladtenevSep 4
Replying to @CEOAdam
What’s the concern?
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Easy (@NotSoEasyMoney) profile picture
Easy
@NotSoEasyMoneyAug 31
Didnt @blknoiz06 call this almost exactly? Said Kraken who is compliant and has the licenses etc would make the most sense to partner with a hyperliquid to bring HYPE to the US?
Tree News (@TreeNewsFeed) profile pictureTree News
@TreeNewsFeedAug 31
*HYPERLIQUID IN TALKS WITH KRAKEN PARENT ON US MARKET ENTRY: BBG
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lol
Mandelbrot (@Wild_Randomness) profile pictureMandelbrot
@Wild_RandomnessJul 23
Ansem Holders… Enjoying the ride?
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Image from Mandelbrot (@Wild_Randomness)
Image from Mandelbrot (@Wild_Randomness)
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The Gray Brief retweeted
Ansem 🐂🀄️ (@blknoiz06) profile picture
Ansem 🐂🀄️
@blknoiz06Aug 14
should we bring back the on-chain alts memecoin tier lists, i feel it is better to do these at the bottom than at the top
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$ORCL this long printed. one of the easiest trades. will start building shorts closer to $160 (if we get there)
The Gray Brief (@graybrief) profile pictureThe Gray Brief
@graybriefAug 7
$ORCL
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I guess there is no difference between Wall Street and onchain rn
Hedgeye (@Hedgeye) profile pictureHedgeye
@HedgeyeAug 12
BREAKING: Coreweave, $CRWV, surges +20.5% after doubling revenue YoY on AI computing demand
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