Hidden Thesis

3.4K posts

Hidden Thesis

Hidden Thesis

@HiddenThesis

Builder in the real economy. Investor in public markets and crypto.

Canada Katılım Aralık 2025
222 Takip Edilen488 Takipçiler
Sabitlenmiş Tweet
Hidden Thesis
Hidden Thesis@HiddenThesis·
Bitcoin doesn’t promise prosperity. It promises honesty. Most people aren’t ready for that conversation.
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Chasing Freedom
Chasing Freedom@FreedomChasing_·
May or may not hold the line above 1 million today but it is such a nice number to be above. Crazy that a 1% move can be $10,000 once you get your portfolio large enough
Chasing Freedom tweet media
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Hidden Thesis
Hidden Thesis@HiddenThesis·
Everyone screams about US money printing like it’s some isolated sin. Then you zoom out. Canada looks completely unhinged. Germany and China aren’t exactly clean either. The real hidden thesis: this isn’t an American problem, it’s a global fiat disease. Some countries just hide it worse than others.
Daniel Foch@danielfoch

Canada is undisputed world leader in money printing I posted @scottastevenson's tweet on instagram and someone complained that 2007 was a bad start date because it skews to make Canada look bad, so went back to 1968

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Hidden Thesis retweetledi
Willy Woo
Willy Woo@willywoo·
I'm seeing crypto folk falling into the trough of dispair after an abysmal bull market with mainly losers and BTC outperforming their "beta". Let me tell you a story that tells you why you got screwed. It starts with the end of FTX. When the bankruptcy folk came in to liquidate FTX assets their mandate was to sell everything. This included vast quantities of locked SOL. They inadvertently invented something new, selling an asset that was locked up on-chain through the magic of a legal sale agreement (pay me now, I deliver later). The deal got passed around the ecosystem, fund managers bought up the locked SOL at more than 60% discount to compensate for being locked up and exposed to the token price. Many hedge funds bought the deal. They knew they could hedge the token price on futures markets by shorting SOL pocketing 70-80% yield at near zero risk (staking + basis yield + token discount). They liked it and asked where can we get more of this? Herein lies your PROBLEM as a crypto investor in 2023-2025. Every crypto project has backers (and a foundation) who has great wads locked tokens that have been sold to hedge funds and dumped on you immediately through futures markets. All your alpha went to market neutral hedge funds pocketing risk free yield. THAT IS WHY CRYPTO IN 2023-2025 UNDER PERFORMED You got dumped on prematurely. On the bright side many of these projects, even though they have "locked up tokens ready to dump" on paper, in reality they have been sold already, so they will logically perform without the expected sell pressure in the next bull market given they have effectively been sold. Not that I recommend buying crypto, you need to be an insider to get an edge, it works like a casino, the house will take your money. The house in 2023-2025 were the people who understood this trade. Just buy BTC and get on with your life.
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TJTheWheelDeal
TJTheWheelDeal@TJTheWheelDeal·
I just dropped a deuce and it felt amazing! lol This is what X is turning into. Everyone is a freaking journalist now lol
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Good news
Good news@morning793121·
@HiddenThesis I’m offering access to my private mentorship program (FREE for a limited time). This is for disciplined individuals ready to learn structure, risk management, and real execution. To apply: Search (DrProfitCrypto_4) on Telegram Send “Mentorship” to get started.
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Doctor Profit 🇨🇭
Doctor Profit 🇨🇭@DrProfitCrypto·
#Bitcoin: The rule is very simple Bitcoin has not bottomed out, 40-48k is coming Potential of an upside move in the short term For this reason, placed short orders at 79-84k
Doctor Profit 🇨🇭 tweet media
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Colin
Colin@colin_gladman·
You’re the most predictable clown on this app “Banana” It was so easy to see you coming from a mile away called it this morning. I’m gonna mute you so I never have to see your hilarious/wrong and awful TA “predictions” ever again. Might be time to wipe out your account, you know, again for like the 5th time. Get to deleting. Bye 👋
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Banana3@Banana3Stocks

@colin_gladman U were late again - to quote u - “retard”

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Markets On Spaces
Markets On Spaces@MarketsOnSpaces·
Healthy body, healthy mind, healthy portfolio 💪 These choppy markets can be very stressful on us active investors. Please don't forget to spend sometime relaxing and focusing on all the other aspects of life - outside the markets.
Logical Thesis@LogicalThesis

People on here are stressing about markets everyday I've been using the last couple weeks to: 1) focus on work outside of stocks 2) address my months of elevated stress Taking it easy & preserving mental capital. Experimenting with magnesium, ashwagandha, and soon L-theanine.

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Colin
Colin@colin_gladman·
Have had a bunch of people ask me about $ADBE lately and if it’s a good buy. Does that weekly chart look like a good buy to you?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The U.S. and a group of regional mediators are discussing the possibility of holding high-level peace talks with Iran as soon as Thursday, per Axios.
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Simon Dixon
Simon Dixon@SimonDixonTwitt·
I speak from experience, no matter how boring it may sound. You will come to see that Saylor helped the financial-industrial complex create a tool to manipulate many out of their Bitcoin held in self-custody. It’s not popular. But I don’t care about popularity. I care about accuracy and sovereignty from the financial-industrial complex. I don’t care if that bores you. I care that it helps those who are willing to listen.
100% Strategy@StrategyMaxi

@SimonDixonTwitt You speak of ideology. Boring. You will come to see that Saylor helped billions by recapitalizing BTC.

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Hidden Thesis
Hidden Thesis@HiddenThesis·
@TJTheWheelDeal I stopped chasing random headlines and started focusing on selling premium on a small watchlist of liquid names I understand well. It’s been more consistent, but risk management matters a lot because one outsized move can undo a lot of gains.
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TJTheWheelDeal
TJTheWheelDeal@TJTheWheelDeal·
I used to spend countless hours looking for the next news article that was going to send the next stock up 20 to 30% in a day or two. What a waste of time and energy. Now I sell puts and calls on the same stocks over and over and ring the cash register consistently. Once you figure out key metrics and stick to your guidelines, you feel like you can conquer the world. These days of looking for the ideal set up is cool if you want busy work that feels like a job. If you want to run a successful options selling business, just rinse and repeat on the same stocks over and over and over and over and over and over again. Every stock is a winner when playing the range game. You just have to find your sweet spot. It will take a while but when you get there, you will print like never before. I’m still honing in on my metrics. I’m about 90 days away from printing like a machine. I’ve learned a lot in the last year. I’ll share the journey as we go. Peace out.
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Hidden Thesis
Hidden Thesis@HiddenThesis·
If anyone tells you otherwise they are a cuckleberry.
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Hidden Thesis
Hidden Thesis@HiddenThesis·
People say Bitcoin has no intrinsic value. Meanwhile the dollar’s supply increased 40% in two years. Interesting definition of value.
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