will.js

TradFi has animal coins too remember spaghetti charts?

A new edge with @tradexyz, coming soon

Evergreen

@tradfi any requests let me know - obviously situational awareness, nvda, berkshire

prepping some scrapers for 13F’s next week, will (hopefully) be posting the important ones first on @tradfi ☺️

A chart from today's Friday Speedrun

@EricTrump @Forbes

Since being acquired by China, @Forbes has become a political weapon and an embarrassment to journalism. Just over a year ago, American Bitcoin did not exist. 7 Months and 25 days ago we went public on the NASDAQ. Today we hold over 7,000 Bitcoin and stand as the 16th largest publicly traded Bitcoin company in the WORLD, supported by a fleet of nearly 90,000 miners, 28 exahash of capacity, and utilize the finest American energy. In Q4 alone, we increased the Bitcoin on our balance sheet by 58% and mined at a 53% discount to the market price of BTC, reported $78.3 million in Q4 revenue, a 22% quarter-over-quarter growth. We have arguably climbed  the “Top 100” rankings faster than any company in the space and continue to aggressively mine and scale daily. This narrative - no different than when Forbes spent years attacking me for simply being a young kid who poured his heart and soul (with a record breaking 9.2% cumulative expense ratio) into saving dying children at St. Jude Children’s Hospital — is insane does not read as journalism… it reads as politically motivated propaganda. Friends - educate yourselves as to the source of your information — in this case, China!

Sidelined?

$HIMS tacked on options today with the news. x.com/tradfi/status/…

This has been tweeted to death this weekend but I have a position- $HIMS turned out to be an unexpected banger to end an already incredible week and I'm holding onto it. - Market priced in expensive, drawn-out litigation + risk of the entire GLP-1 segment getting shut down - 40% of the float is held short, at Friday's close that is near $1.5B notional, of which only 4% was unwound (assuming every transaction after the news timestamp was short covering - it wasn't) - News was released just 30 minutes prior to the end of the post-market session going into the weekend. It was past 1am in Europe. Very few traders participated - There's not many other attractive longs out there besides oil My base case is upside capitulation as 6 months of comfortable shorts unwind into a narrative that has completely shifted. Lots of retail buzz around a squeeze. This trade was made possible with @pvpterminal, and @tradfi posted the news 13 minutes before any other notable news accounts.

@nikitabier @MentionLux could you let us send tweets over API with multiple cashtags without paying $50k/mo for enterprise?

Crypto has had a rough year. Maybe we should launch something to fix it.

it was in the charts x.com/tradfi/status/…

in hindsight it was pretty obvious

@araghchi please share your thoughts on today's headline 🙏

Nothing says "America First" like launching a war for a foreign regime while trying to profit as young soldiers are sent off to die. This war of choice is imposed on both Americans and Iranians.

Temp check, we'd appreciate your feedback: We are working hard adding HL with trad perps to our tradfi desktop terminal. Let us know if there is demand for a free web terminal with a curated feed primarily geared towards tradfi perps. It's a big undertaking and we want to be sure the demand is there. Thanks!

kinda de-escalatory if your base case is us/israel are in full agreement about everything x.com/tradfi/status/…

they are pre-signaling attacks again

Some thoughts from a completely unqualified mind: - US & Israel both confirmed they don't think a regime change is likely - Iranian ambassador to the UN has said they don't plan to block or mine the Strait (h/t @Crypto_Noddy) - Bessent & Trump both say they don't think the mining has happened, as in - even if it did, nobody's accusing anybody of it, and nobody will be held accountable if there's a path of least resistance. Something to consider - when the US & Israel struck nuclear sites last year, bombed apartment buildings and took out nuke scientists/engineers - Iran postured for revenge but in reality, pre-signaled their attacks to save face and ultimately, de-escalated. Maybe this has changed with a new, younger Ayatollah - but they are not operating from a position of strength or stamina - Moreso, what creates the largest market reaction. What if the market stops reacting? Oil moves, equity moves are blunted just a week into this. To me, this 'excursion' feels like it's a singular tweet/truth away from completely unwinding to the upside -- I'm not convinced Iran wants to carry this out to the death of their recently elected leader, and I think Trump welcomes a somewhat cordial exit he can sell to his base. Until that happens it's anybody's guess - but Trump is under a lot of pressure to quickly exit, he's already narrowed the scope of the operation and has complete authority to say "ok, we've achieved what we wanted to, it's a good time to buy stocks and short oil, let's focus on midterms with now 9 wars ended"

$NET now 40% up in nearly a straight line, big spike on news today and it's getting a bit extended from moving avgs - going to close out calls and just hang onto shares LT. thread done x.com/tradfi/status/…

$NET out weeklies in full sold half the remaining swing at HOD here excellent trade heading into this uncertain weekend

As a Cloudflare user, I'll look to get long before their summit on Thursday now that it's -18% in 2 days on "ANTHROPIC SAYS: ...." $NET #lotto

@0x8483 @Crypto_Noddy I don’t think it is up to Israel

@willoptions @Crypto_Noddy There doesn’t need to be that kind of escalation for the war to become an end in itself in the form of a prolonged low intensity conflict. Iran and Israel can also choose not to let him out that easily.

@0x8483 @Crypto_Noddy it's true but in my mind the only escalation left is 1) ground invasion or 2) bombing heavily populated civilian centers call me an optimist, but I think these are both deeply unpopular moves and they know it

@willoptions @Crypto_Noddy Or