Trader 💻 America 🇺🇸 LIVESTREAMING Daily @ 11:45am PST on X, YT
Southern California
Joined July 2010
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Trade With Me (STREAM REPLAY) - Oct 22, 2026
Ep. 2 The Trader's Journey, Risk Moves Back On, War Reversal?
5:01 - Intro: the shakeout of the week, yesterday's vol crush completely wrecked overnight
7:52 - The midterms hail mary setup: Trump's built in scapegoat, and preparing for a violent 10 to 20% tumble ("what do you want?")
10:54 - The five of six study revisited: what stocks actually do in the month or two after rates peak
13:17 - Chart carnage: Qs down 3%, bonds finally bid, the macaron move in France, crude back at $100
15:00 - "What happened to the SpaceX $SPCX bulls? We were mining asteroids": everything from yesterday given back, CoreWeave $CRWV down another 10%, Oracle breaking lows
19:28 - Bitcoin ($BTC) barely hanging on: break these lows and 74K is the target
19:55 - The clipped FOMO conversation: the trade he's afraid to take, shorting crypto, and new lows as the true contrarian bet
25:09 - The gold ($GC) magnet at 4,000: why he wants to be at the desk for the most savage washout in metals he may ever see
27:21 - Silver ($SI) back below 50, copper ($HG) rolling over, halted markets, and the illiquid futures opportunity
29:17 - Trader's Journey Ep. 2 begins: @JK_Trading7 solo, an up and down week trading gold, oil, ES and NQ
34:23 - Is Europe's debt crisis secretly bullish for America? The hubris of squeezing a world thesis into one scalp
37:07 - Day trading as golf: the purity of scalping and letting the world's baggage go
41:04 - Funded accounts explained: the trade within trading, $200 for $4,500 of drawdown, pass rates and buffers
44:01 - The psychology prop firms bake in: trailing drawdowns, the "fuck it" moment, and blowing up hundreds of times
46:52 - The Topstep legend: five copy traded accounts to a $600K live account to a million dollar year, and why every firm changed the rules after
50:15 - The marketer path: breaking even on payouts but selling the Discord, "it's not trading, but it's trading"
57:57 - The Vegas analogy: prop firms as the casino, free drinks and promo codes, and kicking out the card counters
1:03:40 - The four trading archetypes: bull, owl, fox and elephant, and John identifies as the fox
1:09:58 - The Opendoor lesson: "one of them good problems", the drunk driving warning story, and building around your strengths instead of living with weaknesses
1:14:33 - How a fox trades perps: liquidation cascades, funding dislocations, sized up and out in twenty minutes, no swing trading required
1:19:55 - Immature markets and empty battlefields: why he trades RBOB ($RB) and heating oil ($HO) calendars nobody else is watching
1:22:32 - John's homework: capture a third of the move at bigger size, compress the time, same outcome
1:26:03 - Post close: Nasdaq down 3% but the Russell flat, VIX at 19, weekend wrap tomorrow
Let’s see
Jaymes Rosenthal challenges people celebrating a potential AI bubble collapse to explain what they'll do when it happens.
"Let's just say it's true, doomer story one comes through. Hey, you know what? The AI revenues can't keep up with the CapEx. We actually did overspend here. This is going to be similar, and it's going to be a reflexive unwind of a structural and a debt problem and everything all at once."
"Let's just say that happens. What are you gonna do about it? Are you just happy that the boomers are losing money? Is that what it is? Are you just jealous that they have something that you don't?"
"Are you gonna short? Are you gonna be sidelined? And at what point do you say, 'Ha, I told you so,' and then restack everything into the lows and, like, compound that over a bunch of years?"
"Is the system all of a sudden fixed now? You got that big reset you wanted, big dog, because you read a Ray Dalio book? No, bro. Like, you're gonna fuck this up just like everybody else."
Back when one the GOAT communities in web3 tied together to sponsor a little league team a couple years back!
@MonkeyBabyBiz
Jaymes R. retweeted
Bitcoin strategy is next
All of the drivers of flows, positioning, and macro liquidity for BTC
New Gold model mapping dollar liquidity and drivers of capital flows: (connected video as well)
capitalflowsresearch.com/p/e…
Jaymes R. retweeted
When the bubble pops, it will be the most expected and documented bear market in history
Similar to 2022, everyone knew it would happen and continue until inflation made a top
The same expectation and documentation will take place. All the predictors will say they were right in hindsight but not had made any money.
Update 10/23/26 @ThinkingUSD to @koolkrypto223
Really appreciate anyone tuning into the stream… just getting started. By Friday’s I’m always cooked from full trading days, 5 streams, normal life with kids and sh*tposting on X every day!
Same time next week?! See ya there. #thedesklive
