Chris Allen

@PaperGainsInc What about when the roadster is unveiled in April and this setup gets thrown out the window?

$TSLA BUCKLE UP BUTTERCUPS

@stacy_muur We’re in a bear market?

Question to all OGs who survived the 2018 & 2022 bear markets What's the best advice you have for the newbies going through their first bear market now?

@BMNRBullz I’m confused, everyone BUT the banks is for stablecoin yield. Why do banks get a say? Why can’t the law just be written and they have to follow it?

🚨 STABLECOIN YIELD DEBATE HEATS UP IN SENATE HEARING Banks argue that stablecoin interest could drain deposits from credit unions and traditional banks. At the Senate Banking hearing, NCUA Chair KYLE HAUPTMAN pushed back. 🔹 Stablecoins aren’t inherently a threat 🔹 Credit unions can participate in the ecosystem 🔹 Innovation shouldn’t be blocked to protect incumbents One of the key fights in the stablecoin CLARITY Act debate is whether digital dollars can offer yield. Banks want restrictions. Crypto wants open competition. $ETH $BTC

@NoLimitGains Thought we had that handled by escorting ships through no?

🚨 NOBODY IS TALKING ABOUT THIS ENOUGH Everyone is focused on the bombs. Not enough people are focused on the water. The Strait of Hormuz is effectively CLOSED right now, and if it stays that way, it will impact every single person reading this. Here’s what happens next: The strait is 21 miles wide. Shipping lanes are 2 miles in each direction. Traffic right now is at ZERO. 20 million barrels of oil flow through it every day. That’s 20% of the world’s entire supply. OIL: – Brent at $83. Analysts say $100 minimum if this continues. Deutsche Bank says $200 in a full blockade. – JPMorgan: if this lasts 3+ weeks, Gulf storage fills up. Production forcibly shuts down. Brent hits $120. – Only 2.6 million barrels/day can bypass via pipelines. Out of 20 million. No real alternative. NATURAL GAS: – 20% of global LNG goes through the strait. Almost all of Qatar’s, the world’s largest exporter. – QatarEnergy declared force majeure. Production halted. European gas futures nearly DOUBLED in 48 hours. – 30% of Europe’s jet fuel transits through here. – Pakistan gets 99% of its LNG from Qatar and the UAE. Bangladesh 72%. India 53%. Prolonged closure = blackouts. ASIA: – 84% of Hormuz oil goes to Asia. China, India, Japan, South Korea take 69% of all strait crude. – Japan imports 95% of its crude from the Middle East. Sustained closure collapses the yen. Stagflation. – South Korea channels 68% through Hormuz. That’s why the Kospi just had its worst crash since 2008. – India gets hit twice. Half its LNG is Gulf-linked AND Brent-indexed. Crude spikes = LNG spikes too. – China imports 11M barrels/day. Half from the Middle East. 90% of Iran’s oil. Strait closes, they compete with everyone for Atlantic cargoes. SHIPPING: – Maersk, Hapag-Lloyd, MSC, CMA CGM all suspended. Rerouting around Africa. Adds WEEKS. – Insurance pulled entirely. As of March 5, no coverage. Ship owners can’t transit even if they want to. – Supertanker rates went from $37,000/day to $177,000/day. Gets passed to consumers. – Houthis resumed Red Sea attacks. Suez route also compromised. Both chokepoints under threat at the same time. INFLATION: – Brent up 36% YTD. Oil stays elevated = inflation re-accelerates. Fed can’t cut. – Energy costs feed into everything. Food. Transport. Manufacturing. Electricity. – One analyst: “potentially three times the severity of the 1970s Arab oil embargo.” Week 1 is manageable. Strategic reserves cushion the blow. By week 3, storage fills, production shuts down, prices go vertical. This is the part of the war that hits YOUR wallet. I’ll keep monitoring the situation and I’ll keep you updated. This will impact everyone in the world. Turn on notifications so you don’t miss anything. A lot of people will wish they followed me sooner.

@PaperGainsInc You haven’t done ETH in a while on TT. Wouldn’t you say this drawdown aligns with previous winters so we likely go higher? Don’t you also have to factor the strong fundamentals?

TECHNICAL TUESDAY!! youtube.com/live/VIa_POolP…

@NoLimitGains All sounds great for the US side, what is the issue?

🚨 IRAN CONFLICT DAY 5, THIS JUST ESCALATED TO A COMPLETELY DIFFERENT LEVEL: Read every single line, this is not slowing down. – A U.S. submarine TORPEDOED an Iranian warship, the IRIS Dena, in the Indian Ocean off the coast of Sri Lanka. 1,000 miles from Iran. First time a U.S. sub has sunk an enemy ship with a torpedo since WORLD WAR II. Over 100 crew members missing. 80+ k*lled. Pentagon released the video. – NATO shot down an Iranian ballistic missile headed toward TURKEY. It crossed Iraqi and Syrian airspace before NATO intercepted it. Debris fell in Hatay Province. First time a NATO member state has been drawn into this conflict. NATO officially condemned Iran. – Hegseth says the U.S. and Israel expect “complete control of Iranian skies” within days. Said Iranian leaders will be “looking up and seeing only U.S. and Israeli airpower every minute of every day, until we decide it’s over.” – His exact words: “Death and destruction from the sky, all day long.” – Joint Chiefs Chairman Caine says the U.S. will now “strike progressively DEEPER into Iranian territory.” Confirmed 20+ Iranian naval vessels sunk including one submarine. Iran’s navy is effectively gone. – An Israeli F-35 shot down an Iranian fighter jet over Tehran. First air-to-air k*ll of a manned aircraft since 1985. – The IDF has put 300 Iranian missile launchers out of commission. – Iran’s IRGC announced that GROUND FORCES have entered battlefield operations. 230 drones deployed. They also claim a naval operation targeting U.S. military ships. – QatarEnergy declared FORCE MAJEURE, releasing itself from all contractual obligations. That means LNG supply contracts to Europe and Asia are now suspended indefinitely. – A Malta-flagged cargo ship was struck by TWO missiles near the Strait of Hormuz. Oman’s navy rescued the 24-member crew. – Iran warned it will target “ALL economic centres in the region” if U.S.-Israeli attacks continue. – Qatar arrested 10 suspected IRGC spies operating inside the country. – Israeli intelligence says Iran was within TWO WEEKS of enriching uranium to weapons-grade (90%) before the strikes began. They say that’s why they had to act now. – Mehrabad Airport in Tehran was struck. Iranian Air Force base in Shiraz hit. Weapons depots destroyed in Vardavard and Dezful. – The head of the IRGC’s Special Operations Division, Rahman Moghadam, has reportedly been eliminated. – Iran’s banks are now restricting cash withdrawals. Internet is blocked. State media is telling the public Iran is winning. – Russia warned that Iran’s Bushehr nuclear power plant is under threat from strikes. Said explosions have been heard near its perimeter. – Democrats are sounding the alarm after a 3-hour briefing by Rubio, warning the U.S. could be drawn into a prolonged GROUND WAR. – 60,000 people have been displaced in Lebanon in just days. Israel has issued evacuation orders for hundreds of villages. – Hegseth closed his briefing with this: “Iran tried to k*ll President Trump. Trump got the last laugh.” This is no longer just airstrikes. Submarines, NATO, ground forces, nuclear facilities, force majeure, supply chains collapsing. Day 5. And they say they’re “just getting started.” This matters for markets around the world. The outcome of this war will tell us exactly where we’re heading. Don’t worry, I’ll keep you updated on everything like I always do. Turn on notifications, this is very important. Many people will wish they followed me sooner.

@Badie912 Isn’t mid-March roughly when clarity should pass? Seems like a good time for a rally to continue rather than retest lows.

Eth, btc will rally into mid-March then turn lower and form a final bottom in April. I will be selling a massive number of covered calls on the rally and buy them back at around 50% profit.

@Sam_Badawi There wasn’t much to rally around back then, unlike today.

The Nasdaq’s 2000 to 2002 collapse wasn’t a straight line down, it was marked by repeated bear market rallies that temporarily revived bullish sentiment before new lows followed. Even within a 79% peak to trough drawdown, these sharp rebounds were large enough to feel like recoveries at the time. Bear market rallies on this chart: Mid 2000 - +42% Early 2001 - +28% Mid 2001 - +41% Late 2001 - +51%

@netflix @elonmusk @Tesla can you set up a race between @AlexHonnold and Optimus to climb Gigabay? That would be awesome.

If you ask Alex Honnold to come over, he WILL climb the building.

@amitisinvesting @ScottiePippen Slam dunk for Technical Tuesday. Bench MJ next week.

@ScottiePippen Scotti Pippen doing $BTC TA has to be bullish right

Bitcoin.

@BMNRBullz @grok if there has been so much buying why hasn’t the price moved up?

🚨 GOLDMAN & VANGUARD JUST CONFIRMED IT 🔹 GOLDMAN SACHS +587% 🔹 VANGUARD +65% This isn’t one bank. It’s WALL STREET. $BMNR $ETH

@chamath @elonmusk ticker: ELON

A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen, it would also bring us one step closer to having one equity instrument for all things Elon which many would want to buy.

@MartiniGuyYT @grok is this a different version of the bill than the one Brian Armstrong came out against?

U.S. SENATE JUST UNVEILED AN UPDATED CRYPTO MARKET STRUCTURE BILL A new meeting is scheduled for January 27th! 🚀

@fundstrat @bitmnr Tom, the $200M Beast Industries investment has sparked some criticism, but it made more sense when I saw some comparisons to Berkshire, and how this can be a modern version funded by $ETH staking. Is this a correct way to think about Bitmine’s future?

@amitisinvesting I really doubt it will actually be flying. Maybe they are looking into hovering? It could hover and rotate 180 degrees or go sideways into a parallel parking space.

ELON AND ROGAN ON HALLOWEEN. Elon: "Peter Thiel said the future was supposed to have flying cars. Well, I think he should be able to buy one." imagine $TSLA actually comes out with a flying car one day 😭

@ChrisCamillo @ChrisCamillo How are you playing the Elon flying roadster tease from recent JRE?

If you want to know how AI will actually play out, read the top experts, It’s the quickest way to learn what definitely won’t happen.

Sharp Robotics of Singapore has officially unveiled SharpaWave, an impressively dexterous hand. The 1:1 life-size model boasts 22 degrees of freedom, with over 1,000 tactile sensors per fingertip. It can crack eggs, play the piano, or use scissors, combining strength, speed, and dexterity once thought impossible.

@amitisinvesting 5X might be a bit much, but if you are a long term investor and believe in the company couldn’t a 2X product make sense?

5X LEVERAGED ETFS HAVE BEEN FILED FOR THE FOLLOWING TICKERS: $AMD $AMZN $COIN $CRCL $GOOGL $MSTR $NVDA $PLTR $TSLA $BTC $ETH $SOL $XRP This means if AMD were to go down 10% in a day, the leveraged ETF would go down 50%. For context — people really like these products. During last week’s 3% down move for the S&P, $NVDU (2x leveraged NVDA) had $132M in inflows, the highest ever. The SEC has not yet approved these, but if they do, starting in 2026 they will go live.

@amitisinvesting I think this could actually be bullish $NVDA. High probability it’s a negotiating tactic for trade deal. Trump playing hardball to get China to allow the chips to be bought.

TRUMP: - THINKING OF INCREASING TARIFFS ON CHINA - CHINA IS BEING VERY HOSTILE TO US AND OTHER COUNTRIES ON RARE EARTH MINERALS - I’VE CANCELED MY MEETING WITH XI FOR NEXT WEEK welp, markets don’t love that

@ChrisCamillo Chris - How does the unveil of Figure 3 today play into this Nov 6 Optimus announcement? Did Figure choose this date to steal show from Tesla? Tesla must be pretty confident to show their cards after this.

$TSLA