TheCryptoPA🩺•🛸

Well hello Jane

“FOg oF WaR” Hate it here

@Jackkk Still think NFTs are the endgame

Threadguy realizes that NFTs could disrupt the ENTIRE art market "I bought this $600 photograph of Bob Dylan. It says 1/50 on the back and it has like a signature on the front from the photographer. I walk out the gallery and I’m looking at it and I’m like wait how do I know if this is real?” “So I start talking to Claude and I'm asking all these questions like how do I know there’s only 50 of these photographs. Claude’s like, well you don’t exactly” “So I’m sitting here thinking did I just spend $600 on a piece of printer paper? Claude’s like well maybe.. You’re telling me the art market is worth BILLIONS and the whole thing is just based on trust?”

A+

@NoAlphaLimits Hi 👋

Deleting in 7 hrs, whoever Iikes and says “hi”, I’ll send you a number on dm. that's how much you won from me.

🆕 @scrubs szn tonight baby!!!! One of my all time favorite shows

So $TLT is a bet on the success of AI?

@CKCapitalxx How I feel buying the top per usual

The Korean Discount Is The Most Overlooked Trade In The Market Right Now While everyone's chasing overpriced US tech, the smartest institutional money is rotating into Korean equities, and $EWY is the cleanest way to play it. Here's what you need to understand: Samsung and SK Hynix are trading at forward P/E of just 8.7x vs. the global tech average of 19x. You're buying world-class AI supply chain companies at literally half the price of their Western peers. Samsung and SK Hynix supply HBM memory to $NVDA. SK Hynix is the #1 HBM3E supplier in the world. These companies are at the center of the AI buildout and trading at a discount that makes zero sense. The Korea Discount Is Being Dismantled: The Korean government's Value Up program is forcing companies to improve shareholder returns, buy back shares, and close the gap between book value and market cap. The National Pension Service, the world's third largest pension fund with $1.1T in AUM, just raised their domestic equity target allocation to 14.9% in January 2026, creating a fresh $5B+ buy order for KOSPI stocks. They also suspended mechanical rebalancing for the first time in years, removing the ceiling on how high this rally can go. KOSPI already hit record highs of 5,800+ on February 20th. Don't fight the $1.1T whale. This is the Japan rally playbook. When Japan launched its version of this in 2023, the Nikkei ran 40%+ in a year. Korea is at the beginning of that exact same cycle. Why $EWY: Samsung: 26% weighting, the world's largest memory chip manufacturer. SK Hynix: 20% weighting, $NVDA's primary HBM supplier. You're getting 78% earnings growth projected this year from the underlying companies while paying 8.7x earnings. If Korean multiples re rate even halfway to global averages (from 8.7x to 14x), $EWY re rates 60%+ before earnings growth is even factored in. If you missed the Japan rally, this is your second chance. $EWY

@aleabitoreddit Always Up Never down Let that money Go Around 🥂

Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS, $AIRO after invasion from war + $ONDS “follow the leader” catalyst > Catalyst traded $INTC and timed earnings correctly. > Swing traded $CRDO off wire color change fears > Swing traded $MRVL after erroneous reporting on hyperscaler client losses > Got earnings right like $META > Portfolio margined into $NBIS and $CIFR on the major selloff to $70 and $11. > Swing trades things from $HOOD drop to $CRDO drop into recovery. > Bought Bitcoin dip to $73k and heavy margin on $62k into recovery > Recovery plays like $ETOR after selloff and ER helped. > Getting catalysts on companies like $RPI correct > Time lag arbitrages between Asian equities and European/US time zones. > IV expansion off $EWY and other indexes. > Timing rotation into power/grids like $XLU and currently swing trading stuff like $RDDT, I’m sure I missed a bunch but these were the main ones I posted about! On the side I would day trade: Eg. $ORCL 8% selloff from offering into recovery or random 10% selloffs on immaterial $SOFI sellside downgrades. I don’t post stuff like these on my main timeline since I don’t want to influence when people buy/sell. Just want to give directional ideas and let people come to their own conclusions. Aside from that I’m happy everything went up today, including my hedges. This is all while my core long portfolio from: - Photonics and memory from SK Hynix to $AXTI to supply chain bottlenecks like $AEHR and $FORM have been mogging Burry’s $PLTR $415/year returns. - Longs from Korean/Japanese equities like Nittobo, Kioxia, and Unimicron have hard carried US equity drawdowns. Not everything in my portfolio is green like $CRCL, $CPSH, $VLN, $NBIS or recently $INFQ. But what matters is you have more concentration in green than red. This is all while SPY is YTD: .55% and most high beta stocks are heavily red YTD. I also don’t want people to follow along everything since sector rotation, option arbitrage, and substrate bottlenecks are hard to digest. Since I also rotate around like 30 different stocks based on macro/earning catalysts, whereas most people focus on a few and hold on for years. But it does hurt when more if get something wrong with short term drawdowns from Q4 2025 (if people bought short term options) and it’s only now recovered past cost average. However, I’m extremely confident in core longs like $NBIS to strongly outperform in due time. Hopefully people can take away one or two trade ideas that they find interesting or learn something! —— Just some reflection, i think a reason for my recent popularity is I’m not trying to sell anything. This is also not my full time job (I run a tech company) and I was just doing this for enjoyment, so very surprised by the recent popularity. I do think my edge is probably information synthesis and mapping -> discovering alpha markets missed -> into actionable long ideas across fintech and semis. Compared to accounts that publish breaking news or excel in breakdowns of one or two specific stocks. Regardless, I publish all my ideas for free just to get fulfillment if I can help others. So it does bring me gratitude that people find my ideas interesting or high-signal enough to listen.

DONT LOOK AT THE CRAMER TWEET 😬

Dear @Giannis_An34 … sir.. iz ur reach moar or less with the warriors .. the choice I clear

The Wyckoff keeps Wyckoffing

@dadbodkooks @OGDfarmer Miss the CARLs @CrazyCryptoCarl

@OGDfarmer Shit man. Duznt feels gud

BREAKING: the world