Institutional-grade speculation by @dankrupk https://xitter.cf/t.co/lFrpF1Fwnb

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Joined April 2026
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Connection Capital
@ConnectioncapitOct 16
BRENT crude (oil) is about to break out of a multi-year cup and handle. Energy crisis incoming?
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Connection Capital
@ConnectioncapitOct 16
After months of weakness, the Japanese yen looks like it's about to strengthen against the US dollar. The most likely catalyst for a rise in the JPY/USD is a decrease in energy prices. This implies an incoming pause or resolution to the conflict in the Middle East.
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Connection Capital
@ConnectioncapitOct 16
At around 12:36 JST, Japanese authorities warned of a magnitude 9.9 earthquake, and crypto began to fall. At around 12:48 JST, the earthquake warning was revised down to a magnitude 6.9, and crypto recovered.
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Connection Capital
@ConnectioncapitOct 15
There's been a gradual decline in trading volume in major US indices over the last few months, with a multi-decade low in volume late last week and earlier this week. Does someone know something?
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Connection Capital
@ConnectioncapitOct 4
Alpha #11: Powerus (PUSA). Link in bio
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Connection Capital
@ConnectioncapitOct 1
$SPCX is very close to squeezing higher. If it does, it may fill the wick around 220 in the coming weeks.
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Connection Capital
@ConnectioncapitOct 1
Setting the stage for an indefinite delay to both IPOs due to a security incident that justifies government intervention and investment / acquisiton / bailout?
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Connection Capital
@ConnectioncapitSep 28
$VELO 's price action pre-market suggests that its price is still highly correlated to SpaceX, especially news related to Starship, as Velo3D's technology is used in its Raptor engines
Starship’s Raptor engines ignite during hot-staging separation. Super Heavy boosted back towards its splashdown site in the Gulf of America
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Connection Capital
@ConnectioncapitSep 28
An extremely significant headline. If retail investors are pulling back then markets are likely to experience weakness, as their constant dip buying has kept the markets afloat, especially since April 2025.
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Connection Capital
@ConnectioncapitSep 28
Later this year or early next
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Connection Capital
@ConnectioncapitSep 27
Binance has kissed the ring of Blackrock by deepening its partnership with Circle. This suggests Binance will survive whatever leverage driven washout is coming.
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Connection Capital
@ConnectioncapitSep 27
If the US follows through on its diesel export ban, it's likely that foreign capital flows into US markets will accelerate. This is simply because foreign investors know the US can isolate itself from the energy shock. That would create a paradoxical scenario - a rise in US bond yields due to increased interest rate expectations as a result of rising inflation, a rise in the DXY, and a sharp rise in US assets as foreign capital pours in.
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Connection Capital
@ConnectioncapitSep 26
KelpDAO's decision to sue LayerZero is evidence of what some had alleged, and that's that LayerZero may have been complicit in the exploit. It's possible that the fundamental purpose of the KelpDAO exploit was to disrupt Aave's dominance in the crypto lending market.
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Connection Capital
@ConnectioncapitSep 23
The 10-year Treasury bond yield is breaking out. This may be related to the US's upcoming diesel export ban. Countries may retaliate by selling US bonds, but Scott Bessent has ~1 trillion ready to buy them out. Was this the plan all along?
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Connection Capital
@ConnectioncapitSep 22
The rally forecast for Gamestop $GME earlier this month appears to be playing out.
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Connection Capital
@ConnectioncapitSep 17
Tron tron:native is clearly in the crosshairs of regulators as it relates to the war in Iran, but they are unlikely to act until after the midterms.
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Connection Capital
@ConnectioncapitSep 16
The DXY is close to breaking above resistance on the monthly chart. If it does, what comes next will be the fifth and final wave in the DXY bull market that started in 2008. It will take time to play out.
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Connection Capital
@ConnectioncapitSep 15
The risk that a major crypto company like Binance could be sanctioned due to ties to Iran remains underpriced.
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Connection Capital
@ConnectioncapitSep 14
CLARITY Act odds of passing are spiking to over 30%
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Connection Capital
@ConnectioncapitSep 13
Alpha #10: Gamestop (GME). Link in bio
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