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swag
834 posts
I think the Knicks are gonna beat the Spurs. I hope I’m wrong but Brunson is an absolute nightmare for them. At best this series is a coin flip. Odds are way off. Real ball knowers know this.
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trump said he will never let crypto down
and crypto SELLS OFF ?????
it's never been so over ...
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump releases a statement on crypto. “Trump will never let crypto down,” he says.
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@cameltrade luckily i am not bagged on this name, entered it around ~610 earlier this month after churning call options on it for past 9 months
as long as i have minimal MAE i don't mind being a long term investor lmao
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@swaggamma Sometimes you turn into a long term investor not by choice lol
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finally i am paid ... after a month of sitting in a sideways asset while everything else rips, nearly lost my mind
$meta also gonna have its own AI neocloud, dat announcement is next
Wall St Engine@wallstengine
$META is rolling out paid subscriptions globally for Instagram, Facebook, and WhatsApp, while also testing new AI, creator, and business plans under “Meta One.” Consumer plans start at $2.99 to $3.99/month, adding features like profile customization, story insights, premium reactions, themes, stickers, and messaging tools. Meta is also testing AI plans at $7.99 and $19.99/month, with the higher tier offering more capacity for complex queries, deeper reasoning, and more image/video generation.
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bro @Polymarket
can u please not make a black line on a dark mode web ui.
this happens multiple times a day, everyday.
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$BOT is still trading at 4x NAV.
With a $2,000,000,000 effective ATM.
Even after the 21% drop.
So now it’s ~$600M MC, off $146M in private assets.
Then off those assets, they own ~$37M of Figure.
Which you’re essentially buying at $160B valuations while the leading humanoid maker in Unitree is IPOing at $6B.
So just because a $146m private fund went public doesn’t mean there should be a multi-billion dollar retail wealth transfer?
Maybe the fund had good intentions?
But idk after the $2B equity financing facility, that move just seems predatory when there’s already a valuation NAV disconnect.
Serenity@aleabitoreddit
$BOT is the biggest red flag. NAV is $7.34/share. The stock is now trading at $37.92. You are basically buying Figure at $200B+ while it’s valued at $39B. Buying the company is just trading pyramid float dynamics off other retail. Not the appreciation or underlying fundamentals. To make matters worse: There’s $2B dilution as valuation arbitrage as you all get diluted to oblivion. I got a lot of fund managers dming influencers like myself about it but in reality: Retail just looks like exit liquidity.
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@mattkalish robinhood using kalshi as their backend for event contracts begs the question there, too.
identify the degens / whales getting lucky in markets, then take their $10K market order fill on a live nba moneyline bet. lol
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When Kalshi swears that you aren’t getting limited ever ever ever, but it really feels like you ARE but they say they DONT, then you figure out they DO and you are just getting GASLIT BY WALL STREET
swag@swaggamma
@mattkalish lol yo @sannbet this validates trading at new brokers / under new names. so they can’t link ur order w identity and buttfuck u
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@mattkalish @sannbet living and breathing it for 5 years.
also, sorry for your loss. i also did not expect 76ers to win that.
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Q: Why does Kalshi share your user id to Wall Street market makers in RFQ api?
A: To profile order flow for “risk management” *but* Wall Street = 😇, so we pinky promise to NOT to use it to flag winning users, share lists, and decide when we’d prefer to not provide liquidity 😉
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@sannbet @kevinxu @Figure_robot yeah, crypto dude founded this thing. they basically built a liquidity trap in the public markets.
gotta respect their game.
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@swaggamma @kevinxu @Figure_robot Memecoiner founder. Probably folks banking it does the BMNR/memcoiner up-thiing before it zeros :D Was also my initial thought on it.
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$BOT is back to my entry price. i have sold 0 shares.
@Figure_robot is approaching 1 week of continuous work. the intern battle earned tens of millions of views.
real catalysts like fundraising announcements and valuation updates are on the horizon.
i can feel the timeline getting robot-pilled in real time
the risks are real tho. please read the thesis.
call me whatever you want.
but i don't flinch.
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@swaggamma @mattkalish 👍new accounts continue to be determined as even further proven alpha. Even articles about it outside of our own experiences now wow
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