leo

@lBattleRhino @sisutrade lmao

@lBattleRhino @sisutrade actually zec ran already (and ik you're not a fan) so prob off on this one

@lBattleRhino @sisutrade so xlp / fart / zec then rhino?

@WarrenPies Thanks for sharing sir!

@lblaybad benchmark weight equities...

As the Iran War has ebbed and flowed, GPU availability for B200s has collapsed to zero...H100s close behind. Whatever happens with the war, the AI complex is likely to lead any true sustainable bull market. Unsurprising to see SMH less than 1% from a new ATH

@WarrenPies *still

@WarrenPies Thanks for sharing Warren. curious if you're cautious risk here / underweight equities?

@fidenzamacro did you really get boots on the ground from this speech? dont you think he would have been a little clearer on this?

I’m surprised that any traders were holding out hope that Trump will pull out of Iran anytime soon. Maybe there is an echo chamber on Wall Street that I’m not aware of. They are clearly putting boots on the ground. You can’t put a timeline of 1-2 weeks on taking over Iran’s uranium and Kharg Island. It could take months, it could completely fail. Nobody knows. “Making progress towards military objectives” is now code for boots on the ground. “Ahead of schedule” is just backward looking and tells us nothing about how much longer the the Srait of Hormuz will be closed.

@HighStakesCap started buying emaar and salik too HSC? interestint that Emaar bounced 20% already

@qthomp yea but on thebother hand btc has quantum fud headwinds, so also not s perfect proxy

Wondering if $BTC is a tell that aligns with what Andy is saying since it doesn't have the same mechanical flows. Long bonds, oil and ags are also not corroborating this equity move.

@3F_Research @WarrenPies @WarrenPies best guess - is gold bottom in?

Clients check your email for an important positioning update. We will release a corresponding retrospective later today.

@WarrenPies are you betting on any of those outcomes Warren?

Four weeks? S&P 500 would be < 6k…oil $150 easy

@WarrenPies Thanks for sharing Warren. any thoughts on gold here? nearing bottom in your view?

If you are looking for signs of demand destruction, watch Asian refined products. Specifically, I'd expect to see Asian crack spreads peak before crude. Singapore gasoil cracks now above $70/bbl (all-time high). Ergo, crude prices need to go higher to balance via demand.

@HighStakesCap @outpxce still bearish short term HSC? also started buying dips on uae stocks? (emaar up 15-20% from bottom)

any tips to trading tradfi mkts? would appreciate it

@WarrenPies @EnergyPeddler whats your read on the latest 'de-escalation' news warren ?

@EnergyPeddler The zone is flooded

So weird how the market selectively responds to news flashes

@HighStakesCap @HighStakesCap curious if thats the reason you sold your hype HSC?

@HighStakesCap @skittlewood @murda0x @Cryptik1E @HighStakesCap curious why you're selling hype here HSC?

15 minutes ago @HighStakesCap sold 200K HYPE (~$7.6M) in 5 minutes at an average price of $38.2. Earlier, 3 hours ago, he sold another 100K HYPE (~$3.8M) at $38. #txs" target="_blank" rel="nofollow noopener">hypurrscan.io/address/0x82d8… He isn’t selling via market orders - instead, he’s placing huge limit walls in the orderbook. At the moment he still holds 302K HYPE (~$11.5M). His current profit on HYPE on this wallet is around $12M (+107%) at an average entry of $18.4, with about half of it already realized. These are his first HYPE sales in the last 5 months.

@stoicsavage @_juan_henrique_ wym, its a completely diff use case? (why would hl team plan for hip4 anyway if they didnt think it was a diff use case / market)

@CL207 @DeepDishEnjoyer is CL still long btc

@DeepDishEnjoyer how high are we going

@Merridew__ best guess on futures / cash open pa?

@0xMerp how are you positioned for this merp

So Trump says if they don’t open the strait he’s gonna bomb them Iran says that if Trump bombs them they will close the strait even harder (or something) So basically, that shits staying closed Did I miss anything