manifesting the inevitable
fugue state
Joined May 2023
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Named "Alt AI"
Immediately destroys a lesser intelligence that enters its enclosure.
Triggers an ethics debate on whether it should be euthanized.
Perhaps the most on-brand frontier model rollout of the year.
Grifters already coming out of the woodwork for defi coins meta smh
Tokenization could change how people and institutions buy, sell, and use financial assets, but legal, regulatory, and infrastructure barriers remain. As markets grow, policymakers will need to manage new channels of financial risk. Watch the launch event: imf.org/en/publications/gfsr…
$CANE
Starting to scale out of Jan '27 $11 calls here for +80%, acquired in August.
The El Nino thesis played out almost exactly. Mainstream financial media getting louder about El Nino, storm photos making the rounds, crypto/fintwit people starting to buy, NOAA predicting a high probability of a significant event, 11:1 calls to puts ratio.
This could very well keep going for another month, but weather and commodities aren't really in my wheelhouse. With rates at a major inflection point/topping out, now seems like a good time to find the next thing.
$URNM $FLR $MP
Monitoring nuclear, rare earths and associated industrials closely heading into November. I think midterms may be a clearing event for these names to climb back up. Will look to bolster some of these positions with biotech profits if the PA behaves.
On a high timeframe, uranium / oil is still making higher lows
Not a moment too soon🫣
$TXG
Cracking $100 for a 300%+ move since entry in May in one of the cleanest uptrends I've seen, minimal pullbacks the entire time. Still bullish on this name and the theme as the bottleneck bros start to wake up to it, but I do expect 2 way vol to increase from here. Taking some partial profits and closing option exposure here. As the thesis matures, there are some other biotech names downstream of the data generation layer that I'd like to broaden into.
No one owns enough lab monkeys.
$TXG
Cracking $100 for a 300%+ move since entry in May in one of the cleanest uptrends I've seen, minimal pullbacks the entire time. Still bullish on this name and the theme as the bottleneck bros start to wake up to it, but I do expect 2 way vol to increase from here. Taking some partial profits and closing option exposure here. As the thesis matures, there are some other biotech names downstream of the data generation layer that I'd like to broaden into.
No one owns enough lab monkeys.
$TXG
Up 115% from the last post now as the market wakes up to this theme. Fortunately the bottleneck bros are not in yet. These were great names to be in while memory got taken to the woodshed.
Earnings were strong across biotech, however many charts within the AI x Biotech narrative are starting to look overextended on lower timeframes. Still my favorite multi-year theme and will bid pullbacks.
Guy who posts a daily dissertation about infinite liquidity flywheel tokenized equity ecosystems while relentlessly nuking side wallets
SHORT
My wife got pregnant by another man.
It's been a challenging 9 months knowing he's not my son but I'm so excited to raise him like my own.
Here's 9 things it taught me about planning for Hyperliquid S3: 👇
The cottage industry of performative S3 belief is an underappreciated source of recurring revenue for Hyperliquid.
$TXG
Up 115% from the last post now as the market wakes up to this theme. Fortunately the bottleneck bros are not in yet. These were great names to be in while memory got taken to the woodshed.
Earnings were strong across biotech, however many charts within the AI x Biotech narrative are starting to look overextended on lower timeframes. Still my favorite multi-year theme and will bid pullbacks.
$TXG
Biotech will get a step change more interesting as AI proliferates through workflows. 10x sells the instruments and consumables that generate the data.
NIH funding has been under pressure, but interest in AI applications on spatial data plus BIOSECURE may open up new pathways after a multi year bear market in the sector.
The stock is just now peeking above its 2022 bear market low.
there were signs
xitter.cf/blknoiz06/status/20695…
xitter.cf/CryptoHayes/status/206…
The ticker is $CARDS degens. The thesis is solid. The price will be pamping!
Yachtzee bitches 😘😘😘😘😘😘😘
