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@icetoad.eth
This guy must have forgotten the "hedge" part of "hedgefund" if he had leveraged longs in SK Hynix and shorts in Adobe. Who the heck gave that kind of a money to a 25 year old?
https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
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@icetoad.eth
Tesla did a 4 year round trip, I wonder if it follows the BTC halving cycle? heh
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@icetoad.eth
This is the weirdest stock market indicator (read: coincidence) I have seen in a long time. The market peaks when a Shrek movie comes out. Shrek 5 is coming out in June lol
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@derek.eth
starting to get spot long the majors (primarily eth)
one possible scenario i’m watching https://x.com/benjamincowen/status/2077008352215765060?s=46
but instead of trying to short it, i will be long biased looking to build a 2-3x lvrgd position with size
mostly i’m tapping out of day trading think we don’t trend til midterms are done
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@depressivehacks
I am chronically getting fucked in this industry as a long-term oriented investor.
However, one nice thing came to fruition this week, which I am sharing below.
We need more long-term oriented people playing long timeline games and getting rewarded for it before this industry finally grows up.
Being the last one to flee the exits within six months of the assets launching does not bode well for the longevity of anything in any industry with any business model.
https://x.com/i/status/2074594743497994660
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@mikeabundo
A trader who ignores the laws of human nature is like an engineer who ignores the laws of physics.
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@derek.eth
tp’d about half my stack. still think we trade lower in the near term. if we move up at all i’ll be adding size back
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@sqx
Oil is about to crater…
Trade accordingly. A world with Venezuela and Iranian oil.
Then Russian.
Unsanctioned. In legit channels.
Position accordingly. Or at least be aware. (Cause I could be wrong… )
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@derek.eth
adding here. i’m sizing really aggressively.
these capitulation phases happen very rapidly and then we have untradeable garbage chop for months and months
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@icetoad.eth
That didn't take long. SpaceX raised billions in their IPO and they are already getting ready to sell billions in bonds. They are a money furnace.
https://www.cnbc.com/2026/06/18/the-average-spacex-buyer-post-ipo-is-almost-under-water-after-two-day-slide.html
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