ircnrnenJ
80 posts
$ES down 1 / IV crush monday
ironmanJ@J_Davis132
ahh / they front ran my levels which means i can go into the weekend cash and still have fingernails and family time most will try to be a hero and kneel to the dealers come monday 2200% in returns : 1 loss on SMH roll up (10% of this morning profit) near perfection 🤝 HAGW $SPX $SPY $QQQ
English
Meanwhile, UMG down 4.3% in Amersterdam.
Most in 6 weeks.
English
I invite you to join this SRX Global Fireside Chat today at 10:30am ET.
us02web.zoom.us/webinar/regist…
We will be discussing this:
Jul/14/2026 13:20 GMT
SRX Global Reports Paper-Traded EMJX Return of ~25% Since February 11, 2026
EMJX Shifted from “Stress” to “Mixed” for Bitcoin
English
In bull markets, small Gen1 treasuries got an mNAV of 4-8x (Metaplanet once got a 10x) and now typically get a discount to NAV as they just bob on the waves with the price of BTC.
The question is what does a Gen2 treasury that compounds while others get obliterated deserve?
English
Yesterday, when we posted this: Polymarket hadn't even priced Russell Fry — the entire narrative was Nancy Mace. We flagged Fry as the dark horse in a primary decided by Trump's endorsement, and faded Mace.
Today on Polymarket: Fry ~60% favorite. Mace 0.1%.
Not resolved until Trump endorses — it grades then, win or lose, on the public ledger. But the read's aging fast.
Again, @EventHorizonIQ showing our AI is upstream of the so-called "wisdom of the crowd"
eventhorizoniq.com/predictions/sc…
Eric Jackson@ericjackson
Everyone's coalescing around Nancy Mace for Lindsey Graham's SC Senate seat. I don't think she's the pick. Trump said this morning he already has one — "somebody I think would be great." In a 4-week special primary his endorsement decides it, and his logic is loyal AND winnable, not the loudest campaign: → Pamela Evette — Lt. Gov, Trump-endorsed before, McMaster's likely appointee. The lead. → Russell Fry — Trump-endorsed, beat an impeacher. The dark horse nobody's naming. → Not Mace. Not Burns. Here's the tell that this is genuinely early: Kalshi and Polymarket don't even have a live line on his replacement yet. No price. No crowd. Dated on the @EventHorizonIQ ledger before the betting markets exist — that's what "upstream" actually means.
English
Sunday Jay-Z put Drake's entire opposition — Pharrell, Pusha, Clipse — on one Yankee Stadium stage.
Everyone called it nostalgia.
It's not a beef. It's a roll-up.
And it took the whole Avengers to move on one man who wasn't even there.
I read it like a 10-K 👇
English