StockVolumeScan | ETH 💎🙌

@optionscjp How much capital was needed to get this gain? Impressive!

Sold options premium collected today: $4,490 Options sold: Sold puts: 20x $VG $11.5P May 29 '26 @ $.26 = $520 20x $UAMY $8.5P May 22 '26 @ $.37 = $740 10x $NOK $13.5P May 22 '26 @ $.20 = $200 5x $SOFI $15P May 22 '26 @ $.28 = $140 (clarity act play) 5x $LWLG $12P Jun 18 '26 @ $1.31 = $655 10x $CRML $10.5P May 15 '26 @ $.20 = $200 5x $CRML $10P Jun 12 '26 @ $.87 = $435 10x $AAPL $295/$290P spread May 29 '26 = $1,600 Opened & closed same day: 2x $QCOM $200P May 15 '26 —closed same day +$276 2x $BA $225P May 22 '26 — closed 33% profit +$200

@investmattallen $FRMI even better than all of these.

AI data center comparison: $CRWV CoreWeave — $57B market cap. 3.5 GW contracted. Roughly $16 per watt. $NBIS Nebius — $44B market cap. 2+ GW contracted, targeting 3 GW. Roughly $15 per watt. $IREN IREN — $19B market cap. 5 GW secured power. Roughly $3.80 per watt. $MARA Mara — $4.87B market cap. 2.2 GW pipeline. Roughly $2.22 per watt. $HUT Hut 8 — $11B market cap. 597 MW contracted, 8.4 GW pipeline. $1.18 per watt contracted. $KEEL Soluna — $2.4B market cap. 2.2 GW pipeline. Roughly $1.09 per watt. $VIVO VivoPower — $50M market cap. 358 MW operational and 18-month pipeline. Roughly $0.14 per watt.

@davidsirota I mean, what else is there to do than rob the poors lolol

If you have $10 million in a high-yield savings account, you’re pulling $500,000 a year in interest for doing literally nothing. Why are you on here? Why aren’t you just always off hanging out, doing cool shit, never looking at this garbage? I truly don’t get it. Now do hundred millionaires and billionaires. Like, literally they and whole generations of their kin will never have to financially worry about anything. Why are so many of them so unhappy and angsty and locked into so many stressful things in the attention economy? I can’t get my head around it

@veggie_eric —oh nice

genuinely hate that I can no longer use "—" in anything I write anymore

@kevinxu I need FRMI to moon.

8 years ago I was jobless, in debt, and 2 months from being homeless. Don't give up.

@MasculineM7 LOL

She met him at the club, thought it was smart enough to slap him because she thought she would get away with it. He didn’t react it get violent, he just got her arrested. Now that’s how you handle it.

@FuzzyPandaShort I heard FRMI is in talks with Amazon for a leasing deal… have fun gettin squeezed!

Friday night proxy find: In Jan & Feb, the CEO got Fermi to pay $759k for his own private jet usage The PJ rental payments went to TMNN, an LLC that the former CEO owns. Meanwhile in Feb, Fermi laid off workers & stopped construction due to cash flow issues

@optionscjp Ask them what address to write the check to, call back number, and then report them to the do not call number for abuse.

Has anyone found a way to stop getting these calls? Oh my it’s 20 times + per day

@Speculator_io Basically all semiconductors in the $1b to $100b range have exploded in value this year as the ai race fully kicks off.

Nvidia literally told where to invest: IP: $ARM Fab: $TSM $INTC Memory: $MU $SNDK $WDC Packaging: $ASX $AMKR $CAMT Equipment: $KLAC $LRCX $ASML $KEYS Networking: $COHR $GLW $FN $LITE $APH Servers OEMs: $DELL $SMCI $JBL Power Systems: $FLEX $VRT $ETN Power Electronics: $STM $ADI $MPWR $NVTS $ON Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

I was laid off from coinbase today. The CEO asked me if i liked cats or dogs, and i panicked and said i like turtles 🐢

@brian_armstrong “I’ve decided to make the top 1% richer at the cost of the bottom 99%”

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

@Braczyy $10m is essentially a life time of wealth. We are all dependent on engineered infrastructure to survive, and when the top 1% stop paying their taxes and the engineers to support the infrastructure, we all lose. Get rich then hoard wealth for personal luxuries is toxic.

Read the Market Wizards chapter on Kristjan Kullamägi this weekend. The one section that really stood out was when he discussed his drawdown off of his 2021 peak. "I started 2020 with $3.5 million and ended the year at $36 million. It was a thousand percent year. Then I ran that $36 million to a high of $105 million, and the last portion of that move from $65 to $105 million occurred in just a month and a half. For a brief period, just a few days, I was over $100 million. You have to understand what that did to my psyche. It made me feel completely detached from reality. I thought, “I’m going to get to $200 million in six months.” I was completely sure of that. I started seeing trading as a video game, which I kept winning. Measured from my $105 million peak in November 2021 to my mid-2022 low, I lost approximately $60 million. About half of that loss represented the late 2021 retracement of the large open profits at the November peak to the stops on those positions. The initial retracement loss was so large because I was leveraged long at my peak. My long exposure was $150 million—a number I recall because I remember bragging about it to a friend" These boom and bust type tales are as old as time. Look at Jessie Livermore as the classic example. Net worth of $0 in 1906 to a peak of $1.6 billion (inflation adjusted to 2021 dollars) in 1929. Just 5 years later he blew up and owed $104 million dollars to his brokers... Or look at Paul Tudor Jones. Hit one of the most legendary trades in history, making roughly $200 million dollars during the 1987 crash. It cemented him as a legend. His mental coach Tony Robbins said that Jones consistently lost money for the next 4 years after that peak. Dan Zanger parlayed $10,000 into $42 million during the late 90's. Then in late 2000 he took a 70% drawdown when he was 200% long 3-4 fiber optic stocks as the dot-com bubble was popping. Charles Harris reached 8-figures status after he ran up his account over 4,000% from 2020-21, then experienced a -80% drawdown, mostly due to his big TSLA bet in 2021-2022. I have seen a few people speculating on Kristjans story from the outside. Saying "I would have stopped trading at $100 million" or "I would have just taken that money and started investing". To those people I ask if you have ever experienced a real euphoric run in your trading account, let alone turning 5k into 100mil? Extreme winning streaks like the ones above breed overwhelming euphoria and overconfidence. The mind shifts its focus from process to outcomes, with ego-driven decisions overriding risk parameters and rules. From my experience I have found it near impossible to be aware of this at the peak of the run. It is almost like you are blacked out and the greed/ego completely takes over your trading. Then the drawdown begins. The emotions shift from euphoria and greed to revenge, fear, and doubt. This is where things can really start to spiral out of control. It is only after the drawdown has run its course that you finally come back to your senses and your emotions drift back towards baseline levels. Then all you're left with is regret... Few people ever talk about what a big winning streak can do to you. It can literally change the way you think and operate. Often the ability to achieve super returns is also its biggest drawback—a true double-edged sword. To be able to conquer both sides is the holy grail... From the Hour Between Dog and Wolf by John Coates: "When traders enjoy an extended winning streak they experience a high that is powerfully narcotic. This feeling, as overwhelming as passionate desire or wall-banging anger, is very difficult to control. Any trader knows the feeling, and we all fear its consequences. Under its influence we tend to feel invincible, and put on such stupid trades, in such large size, that we end up losing more money on them than we made on the winning streak in the first place. It has to be understood that traders on a roll are traders under the influence of a drug that has the power to transform them into different people."

@cto_junior “Crash on launch” 😆

(Manager watching their team on the verge of mass resignation from back to back quarters of impossible deliverables with unrealistic deadlines): Hey! Let's have a hackathon!

@noisyb0y1 Great, more ai slop websites incoming 🥱

> 19 years old, american student > Rolex on the wrist, Corvette in the driveway > together more than $500,000 > people tell me there's no money out there > i just open Google Maps > find a restaurant with no website > paste the link into ChatGPT > wait 2 minutes > fully built website ready > sell it to the owner for $800 > close 3 clients a day > $2,400 every day > $67,200 a month > Google Maps is on everyone's phone > nobody is just doing this

@sourceryy @public @leifthunder “Ai agents can do all the things”, meanwhile, can’t even get ai to book a flight for me.

.@public co-CEO @leifthunder says AI agents can now automatically "buy the dip" and automate "any type of workflow in your brokerage account." "There's a lot of people who understand that you could generate income using covered calls on your portfolio." "High-level they understand, but now to actually go find the right contracts and see what the income potential would be—that's what starts to break down." "With agents, you can literally just be like, 'Look at my portfolio. Show me if I could do $5,000/month in income potential on it." "It scans your portfolio and shows you opportunities for covered calls and the income potential behind it. Then you can just activate it, and it runs as a workflow."

@CarlZha And yet, he cant enjoy life with his culture.

Reported by CNBC: 36 yr old left US for China. He now pays $1000 for rent and $100 for groceries for a family of 4

@missus_wormy Yes things were amazing for solid 10 years or so.

It probably felt awesome to be a millennial who believed things were going to get better in 2008

Cole Allen