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Daily Recap: Dashboard tracking coming soon. gambitsden.com

@mert Where do you track this?

another all time high in shielded zcash so, now we have: - zec hashrate ATH & distribution ATH - more miners on the way - zec shielded ATH - the best quantum proofing for an L1 & privacy - reduced blocktimes and sync times + scaling work underway - new dev team backed by balaji, a16z, paradigm working on product, protocol, and wallet - 2 new dev teams working on scaling and physics - new payments teams spinning up all at a time where the market need for privacy, quantum proofing, and internet-native SoVs is increasing zcash is one of the very few things that keeps me fired up about crypto and its future atm

@KobeissiLetter Forgot to mention that a lot of that $600 Billion is being borrowed. But yeah sure.

Our most frequently asked question right now: "If oil prices are above $100/barrel and the Iran War isn't over, why are stocks at record highs?" The answer to this question is simple. The AI Revolution has simply become so large, that investors are viewing everything else as "noise." Over the last few months, as large cap technology stocks traded flat then sharply lower amid the Iran War, the AI narrative only grew. The Magnificent 7 companies are set to invest over $600 BILLION in AI this year alone. And, as broader markets swept tech giants like Nvidia and Alphabet lower, these stocks reached their cheapest Forward P/E levels since 2019. At the March 30th bottom, the S&P 500 Information Technology index was trading at just a 4% Forward P/E premium to the S&P 500, the lowest since January 2019. Tech stocks became cheaper than the average S&P 500 stock for the first time since 2017. Nvidia, for example, is now trading at just a ~26x Forward P/E multiple, even as it is back at record highs. Walmart? 43x. Costco? 46x. The reality is that many large cap technology stocks are merely getting cheaper as they go up. And when they go down, they become remarkably cheap. We are in the biggest technological revolution in modern history, and even $100 oil, a 4.40% 10Y Yield, and rate cuts priced out until 2027 are unable to derail the train. Asset owners will continue to win.

Someone told me ML plays are boring? Since when is winning boring. Anyways. Today’s strongest edge: #MLB #Yankees #Kalshi

Oh yeah. We do spreads too.

Tennis going live soon 👀 Just in time for the #FrenchOpen Join Free. gambitsden.com #Tennis

Pushing updates to the site today. Discord and telegram aren’t forever. We want to deliver the most value to the community. What tools do you want to see? gambitsden.com #CLV #SportsBetting

Good vibes in the den. gambitsden.com #MLB #SportsBetting

Today’s Strongest Edge is a little Deja Vu: #MLB #Dodgers

@AnthropicAI you guys would think timestamps in the conversations wouldn’t be hard to do….

Closing line value (CLV) is the single best predictor of long-term betting skill. If you consistently beat the closing line, you're beating the market — regardless of short-term W/L. The model optimizes for CLV. gambitsden.com #SportsBetting #CLV

POV: You join the den. 🎯 🎯 🎯 #MLB #Mariners #SportsPicks gambitsden.com

Today’s strongest edge: #MLB #Dodgers #NBA #Timberwolves Free seat gets one pick per sport per day in our discord sneak peek. Paid seats see the full slate, reasoning, and every qualifying play. gambitsden.com

'Implied probability' in 30 seconds: A line of -150 means the book thinks there's a 60% chance it hits. +200 means 33%. When the model says 68% on a +200 line, that's not a guess. That's +15% edge. It compounds. gambitsden.com #SportsBetting #ImpliedProbability

Quiet confidence. One model. Sports in season. gambitsden.com

The site is live. Curated probability across sports in season. One model. Every pick on the record. Free seat, no card. gambitsden.com

@hyperbeat need mobile app

@KobeissiLetter Whose your source?

BREAKING: Initial details are emerging as the US and Iran conduct their first direct meeting since 1979. Details include: 1. The Strat of Hormuz remains a point of "serious disagreement" 2. US military says 2 US warships have transited the Strait of Hormuz today 3. "Mood swings" are being seen on both sides in talks, per Pakistani mediators 4. The US will be assisting Iran in removing mines from the Strait of Hormuz 5. Talks are expected to continue tonight and may extend into tomorrow We expect to receive much more detail in the coming hours.

@KobeissiLetter lol. What stage is this Adam.

BREAKING: The passage of oil tankers through the Strait of Hormuz has been stopped, per Iran's Fars News Agency. Iran says it will withdraw from the ceasefire if Israel continues attacks on Lebanon and it is preparing potential responses.

I will be swing longing $BTC at 62.6K on 2.75X leverage. Target 150-160K. Projected duration: approximately 2.5 years. Risking $250K for 1.25M.