𝙋𝘼𝙉𝙄𝘾

buying single digit $SOL today thank you

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“It takes character to sit with all that cash and do nothing. I didn’t get to where I am by going after mediocre opportunities.” - Charlie Munger

@OVGNFT 🤝

@panicselling the perfect mindset

compound capital. hunt cycles. stay sovereign.

@CookerFlips more float is coming and there isn’t infinite capital. liquidity issue building.

@panicselling even if capex spend increasing QoQ?

blow off top in stocks reaching advanced stage. SpaceX IPO within 6 weeks. Anthropic (end of year) / OpenAi (early-mid 27). would be surprised if the market can hold this momentum for the AI IPO's. content to miss the final innings. cash only.

most notable thing about now is ct posts are reflective on the past and not prospective on the future. until this changes. nothing changes.

@patrick_oshag @ptj_official Sadly this was filmed before the Iran war. PTJ market positioning needs review. A lot can change in a few months.

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness

expecting the final lower leg to play out in crypto over the next 6 months. i do not expect a v reversal, should be ample time to accumulate. boredom will the enemy as we bottom into 2027.

@kendollFucker @grok how much has gasoline in the USA increased since the Iran war?

@panicselling Big change missing in your analysis. US was a net importer back then, US is a net producer now

History doesn’t repeat itself, but it often rhymes.

@ZanoCash @grok please fact check the original post

@panicselling I don't understand your data. 2026 Oil futures (WTI) was only up around 60%? How did you get 120% futures and 220% spot? In the image, it says even best case produced 8 month recession? But it says time to bottom + recovery to high = 6.5 months total? How did you get 8 months?

@akaAlistair Netscape browser

@panicselling nice stat line. where’d you produce it?

@RoshiPosts historical facts

@panicselling Doom porn, yay fear gets clicks

@m_ousep agree could be a big blow off top. but noting stops what’s coming down the line. everything is about timing. I’m sure some traders will do well these next phase. panic waiting for lower by end of year.

@panicselling i'm fully out of equities. i don't care about missing out on the next 20-25% rally. buffet mode :D

👇

@owen_venter package deal

@panicselling oh nice, did you win the lottery or resale?

Masters was an eye opener. Rich Americans are in a different world. Staying downtown Augusta gives you a taste of both. Probably some of the nicest regular Americans I’ve met have been in the Peach state.

@owen_venter Friday and Sunday. Was epic!

@panicselling Jealous that you got to go. Which days did you attend?