The Doc
1.6K posts


Important place to check your bias here, if you have been positioned for more downside it’s time to evaluate. We know Trump is unreliable and has been working the market via headlines, but you cannot ignore that there may be real progress happening here despite the theatrics.
I am fully out of SPX shorts/puts and all crypto shorts and actively seeking long opportunities since that seems the best positioning given current information.
As for economy and the signals of the bond market, that’s a problem for further down the line. Short term we could see violence to the upside purely from the geopolitical situation, the recession and inflation fears can be priced in later.
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This dude probably doesn't know the crypto is dirty. Usually OTC guys just check if address is blacklisted and move forward. Given he's doing bank transfers the guy who's name is on the bank acc is liable. Idk why didn't they swap for cash and make it untracable. Guess it takes too long to move this type of size.
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9/ OSINT indicates Aleks frequently travels outside of Russia to Southeast Asia and Australia.
His personal information appears in multiple data breaches, and he openly documents his travels on social media.
It's a bit unusual level of exposure for someone allegedly laundering millions in ransomware proceeds.


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@ExitLiqCapital I’m like a terrorist out there, low balling the fuck out of car and watch listings
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@lBattleRhino I dropped my activity by at least 90% last 2 months. Market is in ultra high turbo hard mode imo
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@smileycapital @MoneyLord Da ovde neko proba otimanje kao sto otimaju one plebove po LA, mislim da bi završili izotimani lol

Trading Brent is a cowboy trade
Every $10 Brent is up - CPI yoy should add 0.2-0.3%
Market is currently pricing in 2 cuts, repricing towards 1
Imo, 1 cut is best case scenario, no cut is neutral but bearish from what’s being priced in rn
And hike is possible
These conditions are building up to beautiful entries and May FOMC is actually going to matter
War is becoming stale news and all focus should be on inflation.
Fed has built a lot of projected equity risk premium and if Brent stays high, trade to be in short risk assets
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Out @ 70,780
Some major psyop shit going on rn, Iran is saying Trump didn’t taco
The Doc@doc_greenback
Longed BTC @ 68,710 The strait is closed. Anything from here is bullish. Trump either saves face by making a deal or he wipes them off the face of the earth. It’s been decades since US showed their full military strength. It’s either a deal or some wild shit is about to happen. Gl
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Good alpha. Let’s not panic here.
BTC tried to go lower got rejected.
Let’s see how it opens tonight
The Doc@doc_greenback
@cosmic_xbt Hold it imo. Equities are going to shave a few more trillion if Trump doesn’t taco or wipes them of the face of the earth
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@lBattleRhino That’s the kind of alpha I pay 1 BTC per month for to be in Rhino’s paid group. Absolutely cooking since I joined. Not a paid promotion
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