brakpilled
207 posts


@brakpilled fc intc amd nvda amzn
bear market but just for us
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@notthreadguy theres nothing really to say or do until the next taco/not taco headline
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@AgentChud The thing that seems odd to me about his tweet is that he stated they have total regime change, which clearly isn't true. Not sure he's used that line before; maybe its part of his next TACO attempt?
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trump chickens out.
Says his tweets were cover for something else.
No way he'd just fuck all those innocent ppl right?
zerohedge@zerohedge
Trump: "A whole civilization will die tonight, never to be brought back again. I don’t want that to happen, but it probably will."
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> Receding hairline and soft tech bro gut, looks like he gets winded tweeting
> Built AngelList into a fee-skimming operation while lecturing followers about ethical wealth creation
> SEC has been sniffing around his syndicate structure for years over potential securities violations
> Preaches inner peace while buried in bitter lawsuits with every former business partner
> Squinting dead eyes suggest he needs glasses but vanity won't let him admit it
> Epinions got sued into oblivion for allegedly stealing trade secrets from competitors
> Limited partners keep suing his investment firm over hidden fees and zero transparency
> Tweets about minimalism from his multiple luxury properties like some discount Buddha
> Blocks anyone who questions his business practices then lectures about intellectual honesty
> Fortune cookie philosopher who made his real money during dot-com luck then rebranded as a guru
> Most of his specific knowledge involves extracting maximum fees from desperate startups

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@DeepDishEnjoyer It's 20x Lev on the most illiquid part of the week, happens all the time for crypto native stuff
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@DeepDishEnjoyer could it just be the effect of peak retail retard money plowing into the market x.com/fintechfrank/s…
Frank Chaparro@fintechfrank
Citadel Securities: Retail activity is reaching levels never before seen. From Jan 2–Feb 13, average daily net notional traded on its platform is up nearly 60% YoY, ~25% above the 2021 peak, and 2x the 2020–2025 average.
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i'm gonna catch a lot of flak for this take from both fintwit and my ex coworkers but at this point it just looks like the equity market is being manipulated.
peepeepoopoo@DeepDishEnjoyer
in the past month we've only had two us market sessions where stocks were down from the open
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@based16z A lot of random DATs were basically penny stocks so I think it was mostly cynical to pump their bags
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@BobLoukas "i was early so it doesn't matter that i was wrong this year"
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Most people are respectful and thankful that I share this journey. The excessive volume of troll and hate replies, however, is rather telling. In 35 years of investing, I’ve never seen a cohort as immature, inexperienced, and blinded as parts of crypto culture.
Close a position that’s up from $4k, roughly a 20x, and suddenly it’s “you capitulated the April lows” or “paper hands.” Mate, Bitcoin is up a whopping 8% since that action. I could buy it back today with minimal cost, but I don’t, because that would violate my stated strategy.
Many of the loudest critics are MSTR Strategy sheep. Had they “capitulated” then as well, they would have avoided a 38% drawdown from those same lows. And lets not talk about alt holders, many of whom are down far more. If you want to hold something purely out of ideology, regardless of price or risk, that’s your choice, but it isn’t mine.
What many fail to grasp is that investing isn’t about falling in love with an asset, no matter how compelling the story. I view investing holistically, from a total allocation perspective. Selling Bitcoin in April, and again now, is simply execution of my strategy. Every strategy has weaknesses, all do. But follow it (then refine it) I do, because I choose discipline over emotion.
For those worried about me “missing out”, I don’t. I maintain a dedicated HODL allocation with a clearly defined long term mandate for that reason, because i believe in it over that timeframe. Separately, I run a more active, daily/weekly strategy designed to participate in upside surprises. If Bitcoin delivers a long-overdue hyperbitcoinization shock, good, I’ll be there.
Otherwise, capital is constantly rebalanced and redeployed. Since the April Bitcoin sale, funds didn’t sit idle. They rotated into things like
Precious metal miners: +141%
Silver: +136%
Tech stocks: +56%
Various AI names: many multiples
Purchased property
Wrote two angel investment checks
Building a new food focused website business
The point is simple, rotation matters. Risk management matters. Flexibility paired with discipline matters. There is always a bull market somewhere, but only if you’re willing to look beyond a single asset and view your portfolio as a total system.
I wish you well in yours.
Bob Loukas 🗽@BobLoukas
New Bitcoin 4 Year Cycle video has been published to Youtube. With new action in the model portfolio. The Turn in the Cycle youtu.be/FYxQXT8J7ek?si… Appreciate a share and retweet.
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@based16z you know how ct people talk like Aristotle after hitting a 100x?
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This style of tweet is one of the worst things about crypto
Scroll@Scroll_ZKP
Repeat after me: Ethereum
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@brakpilled all of the people involved at this level have already made it!!!
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