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Pentoshi

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XThread

@wockjones @bubbleboi :) i already sold that one, as said here. was only playing sndk for a bounce https://t.co/Sk8zUY46hg @wockjones @bubbleboi but the rest, i think are great, + my notional exposure isnt crazy by any means. but just funny to see people flip bear after -50%

XThread

KYC coded. This was always going to happen in some way to $HYPE. Especially with trading US securities etc However, I don't think it will have to be long term bearish. Will update my thoughts on that a bit, and have written why this doesn't have to be the end of the world as some people make it out to be OP. But will add more to this in a bit https://t.co/Pbh2ctI4TD

XQuote

The math is mathing for $pump As on chain activity continues to grow it should be a large beneficiary by default. Hate it or love it. It’s here to stay. And I say this as someone who has been a pump hater https://t.co/I4go3QoLNr

XQuote

Cortisol maxxing at the lows just to sell the bottom and get price mogged by the market two weeks later. Many such cases. No cap, chat. Higher this week imo

XThread part

$PUMP still looking very constructive imo. nice s/r flip potentially forming https://t.co/aYzbtrkENp

XPost

Happy to announce. I will be on a Netflix documentary that will be airing in 3 months that talks about my trading Here’s a small clip https://t.co/XbQfCZy0JI

XPost

Currently there is so much compute out there that anyone who uses AI hits their limits in 3 prompts, and the new chinese model had to stop selling subs after 1 day and everyone that was using it hit their monthly limits in 2 days. All while less than 2% of the US has AI subscriptions we need capex to go to infinity

XQuote

The general rule of markets is, everyone is a bull. Even the biggest bear is a bull. Everyone just wants to buy at the best price possible. But you don't get to make the big money on the long side if you don't have skin in the game. So everyone has to buy at some point. That goes for equities, crypto, housing, all things.

XThread part

@BatsCryptoFL Also. I did share hype from 28 all the way until the 70’s. Eth at 17xx. Pump just this week. Just bent. Selective

XPost

You don't actually have to reinvent the wheel with AI to make a lot. Did you know you could get paid 10k a month just to scoop poop as a solo person? Yes. Real. You could run a poop scooping business for a couple m a year just bc people don't like picking up pooh from their yards and will pay a subscription for it. You could expand this business nation wide. I would be interested in funding this as well btw. I just want to do any work except write a check. Its better than a traditional startup as well. We could be pooh kings, and make some damn good income doing it.

XPost

It helps to think of trading in terms of a game. Box spreads, which I consider as defensive, or the last line of defense. I might deploy that in some extreme market dislocations (which I've not done in quite awhile) Think of this like a goalie, I also just keep cash on hand. Which is kinda like a defense. Then I have a portion that is long, and a portion I scalp with. Which is the offense. The scalping might be more aggressive. The constant issue I see is that people in general are all offense, and no defense. Which can work for periods of time, but it eventually leads to some pretty nasty drawdowns. You wouldn't really play any sports with…

XThread part

@KaileaandTim I did, and had marked out these levels 6 weeks before roughly

XQuote

You had things do 10-20x+ since April. and then restest their HTF levels (which we outlined 6 weeks ago) btw. The drawdown was very sharp, so a bounce is equally sharp. Idk if I'd be chasing these here. You will get more chances to buy imo. But just impressive moves either way

XThread part

you have huge multi billion to trillion dollar companies moving like shitcoins all year. its just unreal

XQuote

$SHAZ also looking like it may be forming a bottom I have this ranked behind $NBIS, just bc I think it will be more volatile in both directions long term. It has more upside potential, but the same goes for downside. Buy near $60 would be great. fwiw I didnt get any new fills since it didnt' spike lower. So this is one I missed getting adds on.

XPost

$CRDO is another one I'd like to build a position in, I started a partial position today. Going to try to take my time on this but at least started exposure. As not in a huge rush atm in the market. For anything that I view as a longer term trade, I'll start doing a writeup on if I'm viewing it on a 6+ month lens.. So this one will receive that vs a trade. Which is typically days to weeks.

XThread part

@NoLimits_Crypto I continue to trade around that core as well. Shaved some off in the 13's, added back in the 10's. effectively made 25k free shares and lowered my cost average from 5.79 to around 4.5. Price will have wild swings each way.

XPost

market is absolutely ripping lmao 10-20% across the board today idk how cramer does it every time

XQuote

$NBIS lfg, great $NVDA news, even though the news is not technically entirely new. Up nicely after hours. https://t.co/V74ocpJqDY

XThread part

@v1n5anity15 I bought 700k at market. You can verify via VPVR. I’ve fudded pump many times. Including before unlocks. To me. Looks like a skill issue

XQuote

Will map out some ideas locally around this in a bit now that we are moving Just not at the desk atm https://t.co/MhAYtUNSol

XThread

I was one of the people fudding unlocks lol. But price always tells the real story. PA is the sole source of truth. Those who noticed at least some local seller exhaustion and a reclaim are now firmly in profits with great invalidations Some people just dont know ball I guess. I give ZERO fucks btw. I don't care for pump. I am here to make money and RAPE ALL MARKETS. equities, potato futures, idgaf. I see a trade, it hits my criteria. I take it. plain and simple.

XQuote

A lot of these had some big moves Friday so very lucky timing, and I think a lot of the AI news we got this weekend is actually bullish. Something to think about long term. Only 2% of Americans have a paid sub for AI which is pretty crazy. and those that do are use ot hitting their limits pretty quickly. Even if all the costs went down 20% tmw, demand would only go up as more people could access AI, and people could use more prompts. in terms of the adoption curve. it hasn't even begun. let alone all the companies with small margins, for example in logistics that are going to have some incredible years in the years ahead. These will be some…

XThread

Let's talk $PUMP buybacks Buybacks imo should always be viewed through the same lens as bodybuilding. You will not see the growth overnight, or the impact from lifting if you look in the mirror each day. It will however have an impact over time. The coins themselves can be viewed as real physical supply. In a bear market, there is always more supply than demand. No coin is immune to that broadly speaking. In this case, they have removed 15.15% of the supply forever. Those coins are deleted, they can no longer be sold again. Each day, the max supply shrinks, so the longer price trades at this mc with these revenues, the less supply is avail…

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Edition 2026-10-10, preview.