₿ΞΞnThereDoneThat Capital 賢い

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₿ΞΞnThereDoneThat Capital 賢い

₿ΞΞnThereDoneThat Capital 賢い

@BeenThereCap

Semi-retired hedge fund founder. Ex hot-shot lawyer, ex hot-shot strategy consultant. Macro+picks in crypto, commodities, tech, old-economy & a few special sits

Katılım Haziran 2011
521 Takip Edilen9.3K Takipçiler
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
I nailed the GFC - saw it coming, heavily shorted into it, kept making money running net-flat for months while most were getting destroyed. Then I botched the turn, getting net short early into a monster rally and giving back more than half my fund's outperformance. 1/4
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
I had that 1+2+3 result one other time, long ago. I DID NOT EVEN WIN MY OFFICE POOL THAT YEAR. The winner went 1+2+4. Their father was the former head coach for one of the NCAA's top 5 blue-blood programs. That was a weird way and place for a nepo-baby to get a helping hand 2/2
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
Last year my NCAA tournament bracket finished in the 99th percentile out of 24.4 million submitted on the ESPN system. I correctly picked the champion, both finalists, and 3 of the final 4, also picked some good earlier upsets. 1/2
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
Trump is a strong believer in a cardinal political rule, "Don't back a loser." But he also knows a workaround: You can send your expendable sidekick to back a loser.
₿ΞΞnThereDoneThat Capital 賢い tweet media₿ΞΞnThereDoneThat Capital 賢い tweet media
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
U.S. WTI oil prices spike $3 in 3 minutes on news that is actually good for the U.S. and good for the world: THE WHITE HOUSE WILL NOT IMPLEMENT A CRUDE EXPORT BAN, AND TOLD OIL EXECUTIVES AS MUCH AT THIS MORNING’S MEETING WITH API - POLITICO REPORTER ON X
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
Tennessee & Alabama are not merely the center of the TVA footprint map; they are only states containing THE TENNESSEE VALLEY, where the Tennessee River runs, and where the 3 existing TVA nuclear plants are located (purple blobs). Still short $SMR.
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap

BLOOMBERG: Trump is set to announce a $40B deal for GE Vernova & Hitachi to build SMRs in Tennessee & Alabama. Those states are the TVA's core footprint (map). The TVA has a big but non-binding MOU with NuScale $SMR. GE Vernova's SMR uses the same light-water tech as $SMR. 1/2

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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
@nic_carter It would be worth it for you to collect and publish the usual prominent naysayers' responses to this specific survey, as you did for their overall opinions on the topic.
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nic carter
nic carter@nic_carter·
"Recent advancements have been so significant that this year’s opinions are the most optimistic for the “within 10 years” timeframe that we have ever recorded in our series of surveys: half of the respondents felt the likelihood of such a computer within 10 years was “about 50%” or more likely. By coarse-graining all the experts’ responses, one arrives at an average likelihood of between 28% and 49% within 10 years, that is, by roughly 2035" - Global Risk Institute's 2025 Quantum Threat Timeline (survey of quantum experts) globalriskinstitute.org/publication/qu…
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
Today $GDXJ (junior gold miners) is -6%, $URNJ (junior uranium miners) -5%. That's common, even though their underlying industry drivers are very different. I just checked: Correlations for their daily price moves are ~0.60 over the last 30, 60, 90 days. Same investors, innit?
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₿ΞΞnThereDoneThat Capital 賢い retweetledi
Mike Belshe
Mike Belshe@mikebelshe·
This wasn’t skill — it was stolen money with no investor tradeoffs. FTX sprayed ~$5B across 475 investments using other people's money. When you remove the discipline and downside with $5B of capital, of course you’ll hit a few winners. Give anyone $5B in 2021 with no consequences — they’d land a significant AI investment in one of OpenAI, NVIDIA, or Anthropic too.
John E Deaton@JohnEDeaton1

I guarantee you that this eats at @SBF_FTX every single day. Good. He deserves the mental torture of what could’ve been had he not been a total crook.

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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
3 to 5 years 3.5% of global supply Trump 2 days ago: "Sure, let's bomb a huge natural gas facility and warn Iran not to retaliate. I'm feeling lucky, and anyway, *we* don't need that gas."
OSINTtechnical@Osinttechnical

Iran’s strike last night wiped out 17% of Qatar’s natural gas export capacity, repairs are expected to take three to five years -Reuters (Based prewar market estimates, Iran managed to destroy ~3.5% of global LNG capacity in a single strike.)

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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
@siriuslybs Because nobody wants NuScale's design and its operational track record and capabilities are laughable compared to the big established light-water competitors (GE Vernova, Westinghouse, Rolls Royce, Holtec).
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
BLOOMBERG: Trump is set to announce a $40B deal for GE Vernova & Hitachi to build SMRs in Tennessee & Alabama. Those states are the TVA's core footprint (map). The TVA has a big but non-binding MOU with NuScale $SMR. GE Vernova's SMR uses the same light-water tech as $SMR. 1/2
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₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap·
$SMR has lost every SMR non-dodgy buying competition and got the non-binding TVA MOU after its big partner made a big contribution to Trump. $SMR then paid the partner $0.5B, no strings attached. $SMR's stock should fall hard once more people figure out the risk here. 2/2
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@jp24630660 @lkallum @PythiaR @nic_carter @elonmusk @BarackObama @taylorswift13 @cristiano