Manta
1.6K posts
Manta
@MantaRayCapital
Head of Macro at Long-Term Capital Management
Katılım Ekim 2022
337 Takip Edilen774 Takipçiler
A bankrupt shoes company just pivoted to AI and is up 76%, you’re just not trying hard enough
Wall St Engine@wallstengine
Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.
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Kevin Warsh got rekt in 30+ crypto projects and youre bullish
He’s as disillusioned as they come
perry@perry8888_
Kevin Warsh owns 30+ crypto projects and youre brearish the next Fed Chair's disclosure includes: Solana, Optimism, Blast, Compound, dYdX, Polychain, Scalar Capital, Lightning Network, Lighter the next Fed Chair is more degen than you
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@WazzCrypto LOL sir don’t blame my guy Walter for Ctrl+C Ctrl-V’ing the bloomberg headline too slow
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@dampedspring the price of not getting a stupid Saylor tweet is only $1000
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@shortsqueeznews @OHWallStreet BREAKING: this headline is more than a day old buddy
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BREAKING: Citrini Research, the same firm behind the doomsday Substack post, sent an anonymous analyst to 'monitor the situation' at the Strait of Hormuz.
Citrini reportedly sent the analyst to the warzone with $15k in cash, Zyn pouches, and Cuban cigars.
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Don’t need to outswim the shark, just the buddy you’re scuba diving with
Ejaaz@cryptopunk7213
no fucking way lol people in china are getting their colleagues fired by secretly training AI agents to replace them 😂 they secretly learn the role, write up a doc describing the tasks, train an AI to do it… then prove they’re fireable they’re apparently doing it to prevent THEMSELVES from getting replaced by ai in response someone has created an “anti-distillation.skill” that’s gone viral on github to counter the attacks 😂
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@AdamOnFinance @adamscochran Adam, are the overly priced in rate cuts in the room with us right now?
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With the current expectations, prices don’t return to what they were pre-war.
There is a world where war happens, and there is more traffic from the strait, but it’s MORE expensive due to toll, increased insurance and lower supply.
Markets likely:
* Sell off on boots on the ground
* Rally on Strait traffic with optimism
* Then grind down as actual margin compression and inflationary pressures set it
Oil:
* Spikes to a high on boots
* Quickly recovers as traffic opens up
* Creeps up as lower volume and higher fees settle in
That’s a world of sustained $80+ barrels of oil.
It means:
* Tech, AI and pharma are probably a buy on any initial dips, if not exposed to energy sensitive sectors.
* Energy sensitive sectors are a short after initial rally
-Airlines
-Shipping freight companies
-Logistics & delivery
-Petrochemical companies/manufactures of plastic
-Plastic heavy consumer products (wish Tupperware was still around to short)
-Heavy weight shipping goods (paper products, furniture, etc)
-Bottled goods/CPG heavy on plastic packaging
* Rate sensitive businesses are a short:
-Anything with leveraged debt such as some telecom or healthcare
-REITs with short term debt
-Homebuilders
* Rate benefactors could be a long if reasonable P/E as we’ve overly priced in rate cuts that may not materialize
* Aerospace & defence is (sadly) a long as this sustains and large repair bills of multiyear projects in the Gulf
* Gulf heavy luxury brands, tourism, and real estate are a high risk long, even if they don’t reach prior highs, boots on the ground focuses conflict into Iran, lowering the regional risk slightly
* Gold likely a long, after the heavy state selling it likely continues accumulation in an uncertain world
* EU defence and Canadian defence are a strong long, as NATO uncertainty continues and they seek US independence
Overall the TL;DR:
* This market will chop both ways on fear and optimism before grinding towards something that reflects the reality.
* That reality is an increased long term cost, but that cost is materially lower than current levels.
* Buyers positioned for the long term, can buy strong fwd P/Es here but MUST expect volatility.
Citrini@citrini
Couple higher conviction views of informed parties in the Gulf: 1) The US will launch a ground operation within the next week or so, as evidenced by much higher troop numbers than reported in the UAE with numbers recently accelerating. 2) Even considering the above, traffic through the Strait will continue to rise. Gradually and dependent on developments, but it will not go back to being fully closed as it was before the Larak channel opened up. Countries will continue making deals. 3) Hormuz fried chicken is 5/5 stars.
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@Defi_Scribbler @fantasy_top_ @MagicEden @leap_wallet Welp, least we got some memes and side events out of it
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21 crypto projects are shutting down
if you have assets on any of these, move them out
1. Fantasy top (@fantasy_top_) → Core mode sunset ~mid-June
2. Magic Eden ME Wallet (@MagicEden) → x.com/MagicEden/stat…
3. Leap Wallet (@leap_wallet) → x.com/leap_wallet/st…
4. Dmail (@Dmailofficial) → x.com/Dmailofficial/…
5. Intergaze (@intergaze_xyz) → x.com/intergaze_xyz/…
6. Yupp ai → (@yupp_ai) x.com/pankaj/status/…
7. Tally (@tallyxyz) → x.com/tallyxyz/statu…
8. Fey Protocol (@feyprotocol) → x.com/feyprotocol/st…
9. Angle Protocol (@AngleProtocol) → x.com/AngleProtocol/…
10. DataHaven_xyz (@DataHaven_xyz) → x.com/DataHaven_xyz/…
11. Step Finance (@StepFinance_) → x.com/StepFinance/st…
12. Parsec Finance (@parsec_finance) → x.com/parsec_finance…
13. ZeroLend (@zerolendxyz) → x.com/zerolendxyz/st…
14. PolynomialFi (@PolynomialFi) → x.com/PolynomialFi/s…
15. Nifty Gateway → x.com/niftygateway/s…
16. SlingshotCrypto (@SlingshotCrypto) → x.com/SlingshotCrypt…
17. Runiverse Game (@RuniverseGame) → x.com/RuniverseGame/…
18. Soundxyz (@soundxyz_) → x.com/soundxyz_/stat…
19. MilkyWay (@milky_way_zone) → x.com/milky_way_zone…
20. Pixiland Social (@pixilandsocial) → x.com/pixilandsocial…
21. Blocto App (@BloctoApp) → x.com/BloctoApp/stat… x.com/0xvietnguyen/s…
Leap Wallet | Sunset on 28th May@leap_wallet
Leap Wallet: Sunset Notice After careful consideration, we've made the decision to sunset Leap Wallet and its associated products. The products will be sunset on 28th May, 2026, and all users should complete their migration before then. We started Leap in 2022 to redefine what wallet experiences in crypto mean. Over time, that journey expanded across multiple ecosystems and 100+ chains. Through every phase, the team approached the work with conviction, care, and a deep sense of responsibility to the users and communities we served. This decision was not made lightly. We continue to believe in the long-term future of crypto and the interchain ecosystem, and we remain supporters of the builders still in the arena. What's being sunset The following products will be sunset after 28th May, 2026: • Leap Wallet (Extension, iOS, Android) • Compass Wallet (Extension, iOS, Android) • Leap WebApp • Swapfast • Leap Cosmos Hub Validator • Leap Cosmos Snaps Until that date, all wallet products listed above will retain their existing core functionality. You will still be able to view balances, send tokens, manage staking positions, and export your recovery phrase and private keys. All other products listed above will likewise retain their existing functionality until 28th May, 2026. What users need to do If you are using one of Leap’s wallet products, we recommend migrating your wallets to another wallet like Keplr, MetaMask, Phantom, or Rabby. Because Leap is a non-custodial wallet, your assets live on the blockchain, not in our apps. As long as you have your recovery phrase, you can continue to access your assets through another compatible wallet by importing that recovery phrase. Your addresses and balances will carry over automatically. If you have ATOM delegated to Leap’s Cosmos Hub validator, please redelegate to another validator to continue earning staking rewards. We encourage doing this as early as possible to account for network unbonding periods. Detailed migration guide and FAQs can be found on the website - leapwallet.io What to expect next After 28th May, 2026, all Leap products will be sunset and will no longer function, including applications already installed in your browser or on your mobile device. Even if you do not migrate from Leap to another wallet before that date, you can still recover access to your assets by importing your recovery phrase into another supported wallet Migration support will be available through our official support channels until 28th May, 2026 at support@leapwallet.io Thank You Thank you to all our users, for letting us serve you through so many market cycles. Thank you to our amazing partners, for helping us build experiences & worlds we never thought possible. Thank you for Leaping with us. 🐸 💚
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You can outperform most of the top hedge funds by derisking to cash aggressively since the war started.
Nishant Kumar@nishantkumar07
Hedge fund returns table with many more names, including Citadel, Point72, Verition and more
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