Pentoshi

@_sisma_ Alt season is happening every day globally

Crazy, and not very fun fact If you had been in t-bills OR cash the past 5 years and not taken a single trade, you'd have out-performed the total crypto marketcap, including BTC. And that's without adjusting for inflation If we exclude stablecoins, btc, eth and just go with alts it's the only market in the world to not be or have made ath's during that period.

@MINHxDYNASTY I obviously own and trade both. But you can argue that if you are thinking in terms of allocation. AI/Robotics are real and tangible. They are largely national security issues. Over the next 10 years we are going see things come out of it that we couldn’t ever imagine. The amount of capital being committed is far larger than the experiment we’ve had here. Altcoins have a 99.99% failure rate. No real revenue. Etc. and I still trade them. Don’t get me wrong. Bc I know what they are. Stocks are great. You can also find other ways to just have uncorrelated income from various fund managers who have no beta to the stock market. …

@onyxcobalt Into the trend

The dip coming a bit sooner than expected. I nibbled a bit here at $55.5, but would ideally like the opportunity to add big in the low 50's for $HYPE. IF we get it. Which idk if we will or not Of course, price wont move up in a straight line but the fundamentals have never been better and price discovery likely continues over the next few weeks. It just depends on your time frame. Some people think about where hype might be in 3-5 years, and some people think about 3-5 days. I think about both. if price is down even 1%, i wonder if my idea is invalidated, how could i be so stupid. if its up, I know im a fucking genius. Today I have been both…

@notproofofwork @Logbia7k and also in various funds with mixed performance

obviously we've been in this for close to a month now. It just was in a range and only broke out today finally after consolidating. So expect it to continue up in the short term before its next consolidation period

This is a scheduled tweet at this point lmao. We’ve heard this daily for 3 months now

@crypto_condom Yep. Unfilled. Kinda sucks bc wanted to do a larger position size than normal. The FA: $BB recently integrated it’s OS into NVDA’s Thor platform and halos safety stack. With robotics, and medical as well as Naval submarines. They already have a huge sticky growing base in automotive which is going to expand even more rapidly than it already is. +10% rev grwoth last year, 78% margins. 950m QNX backlog (same thing in autos/submarines) looks like they will get a lot of sub contracts from the EU. Don’t really know how to value the AI safety layer it could be massive or it could be nothing. its an unkown. 100m+ in operating cash f…

$88.888

@K9Cognoscente The US will 100% shutdown the SPR drain in July at the latest. It’s not possible to continue past that at this pace. They have maybe 6-8 weeks left of runway. Delays imo work in Irans favor bc they are willing to be Martyrs and are fanatical. It doesn’t work in the US’s favor

just a few more absolutely final deadline extensions of the final deadline extensions and this will all be over for real this time. The 34th final, final deadline is coming

the selloff was a fade, $HYPE sitting at new highs now up almost 30% from the "regulation fud"

@themoontography @issathecooker How about oil on weekends?

Think my math here is going to be way off and that I’ll end up very wrong on this. I thought we were going to see more demand but instead we didn’t see any until the day before and of.

Oil and yields are up, it's almost time for Bessent and Trump to announce another peace deal is just moments away from being completed once again and Hormuz being on the verge of reopening Anytime we get to $106-113 they come out https://t.co/Z7zj4TwHT0 I am mostly memeing this, obviously there is a ton of posturing, and propaganda from both sides and market manipulation from both Iran and the US both trying to wage financial war against each other. But it does feel like that price is the line in the sand for shit hitting the fan as things stand

@CryptKeeper_06 not a lot but yes. Was hoping to get more lower but never happened https://t.co/RenEdNxSDn

@WillT2118 One of my favorite is Statar (Ron Ozer) Likely the best Nat gas trader in the world and truly uncorrelated to equities so it’s a nice diversifier

In a rare turn of events some things are trading at prices not seen since last Friday's close as markets melt down

@krugman87 There’s people in their 80’s who game. It’s fun. Social. A way to connect with old friends or new Some studies show it can help fight degenerative diseases. All about balance though

@farminglvl99 And of course. If someone had bought a year ago. Things would be different in both cases. Which is when I first mentioned all of this

@_sisma_ Last time altcoin market cap made a new ath was 2021 btw. It’s the year 2026. Heading into 27 before you know it.

Have said this for a year now. But if you aren’t trading stocks you’re doing yourself a huge disservice. There’s going to be a few big boom and bust cycles. It’s going to be volatile so be warned. but AI is going to revolutionize every part of our lives. From agriculture and health/medicine, to general businesses , space travel, defense, robotics and anything you can possibly imagine. We are only in year 2 of this. It’s like finding crypto in 2014 in some ways. It’s okay to own, and trade both.

US and Iran cease fires are valid during Monday - Friday. 9:30 am to 4:00 pm Any engagement that happens after trading hours MUST come with an announcement of a peace deal within one hour of markets opening any escalatory comments should be reserved for weekends

Took a position in $HIMS here at $27.55. Earnings are next week so there will be some vol around that, but I believe it's pretty clear that the demand for peptides is going to continue to grow faster than people anticipate. https://t.co/6rrZ8U8fJJ

X adding the chart feature is one of the best things they've ever done. I love this thanks @nikitabier $SNDK

If you bought 143k in potatoes last month You’d now be a millionaire https://t.co/7Z0OVNfJDU

$UUUU update: 20% the last two days and moving towards that prev ath HH + HL's continue to build https://t.co/W1yqk5yVxU

a month later, and we've had the largest rally in history of all history according to historians who keep track of historical prices doomers get to be right once every couple years, and even when they are it's for such a short time. they blink, and prices are back up. opportunity is in abundance somewhere if you're willing to seek it out. sometimes its crypto, sometimes. its ai, sometimes its commodities. but its out there people are generally, eternally optimistic. they don't come to markets with the hope of. "i'm going to lose everything i can as quickly as possible" the animal spirits get neutered time to time sure. but the path of least…

$URA is another great one that is looking primed for a breakout. It continues to knock at this resistance with higher lows, feel its just a matter of days or weeks until we see a strong move higher. Only started building a position in the past week or so. I do think with the energy/nuclear plays you need to take more of a longer term thesis though as opposed to what we've seen in the "ai bottlenecks". As the nuclear sector in general is going to take some time. AI is a huge tailwind of this obviously but the entire global sector is expected to expand with over 30 countries planning to triple nuclear capacity in the decade + ahead. Not to men…