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The calls

All tokens

Every call made on the show, priced by Indeix at the second it was said and tracked since. Wins and misses.

Calls
69
Episodes
10
Tokens and stocks
39
In profit now
42%

Best calls

  1. Tue Sep 15, 202644:59
    PUMPLong

    “I still think pump right now is a good buy at a certain price, or at a certain macro condition, where you just got to recognize their printing capital.”

    PUMP is a good buy at the right price or macro backdrop, as the platform generates real revenue; regulatory uncertainty is the main risk.

    AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates
    $0.00356at the call+56.1%since
  2. Thu Sep 10, 202653:15
    PUMPLong

    “This is I mean, this is why I see Pump fun winning on the long term.”

    Speculation platforms with volume and marketing win in a gambling supercycle, and Pump.fun fits that.

    Robinhood Drama Market News and Trading Updates
    $0.00383at the call+45.3%since
  3. Thu Sep 24, 202650:23
    PUMPLong

    “the names I'm focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols.”

    Focus on revenue-producing crypto protocols.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $0.00385at the call+44.6%since
  4. Thu Sep 17, 202635:54
    PUMPLongHigh conviction

    “I'm bullish pump... they are missing from being a company that 50X is in token value over the next few years is clarity”

    Pump has a tight fit in hyper-speculation; regulatory clarity is the missing piece for a potential 50x.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $0.00394at the call+41.3%since
  5. Tue Sep 15, 202655:05
    TAOLongHolding

    “he keeps on shipping... it's still a bet that like, I'm willing to make. And so I'm long there.”

    The host is long Bittensor and likes its mission-driven founder who keeps shipping, even though the recent breakout was driven by a meme coin.

    AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates
    $224.29at the call+27.0%since
  6. Thu Sep 24, 202647:21
    NEARLongBought

    “I traded near a little bit small position, just because it's been strong and it's still strong.”

    Took a small position in NEAR because of relative strength versus Bitcoin.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $4.47at the call+20.0%since
  7. Thu Sep 24, 20261:01:06
    NEARLong

    “Uniswap is interesting near is interesting and ETH as well, like where you can kind of trade them, lever it on perps”

    NEAR sits at the intersection of privacy, AI and revenue and is strong on the chart; looking to trade it, possibly on perps.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $4.50at the call+19.1%since
  8. Thu Sep 10, 202648:23
    FWALongHoldingHigh conviction

    “I'd like to buy some. I'd like to add to the position here I'm definitely not looking to sell.”

    The FWA team keeps shipping, with v2, builder fee sharing and a lowering punk backing that drives spins, and the market cap is down about 66% to $12M.

    Robinhood Drama Market News and Trading Updates
    $0.0122at the call+14.0%since
  9. Thu Sep 10, 202642:57
    METALong

    “I'm more bullish I think on meta long term than I am on Google”

    Meta has the best proprietary data set, a large user base and Zuckerberg leaning in, which gives it an AI distribution edge.

    Robinhood Drama Market News and Trading Updates
    $654.16at the call+9.9%since
  10. Tue Sep 15, 202638:38
    BTCLong

    “I think the trade is still, we're going to print money. The question is when?”

    The host expects money printing to come eventually, which is bullish for hard assets like Bitcoin and gold, though near-term pullbacks are likely.

    AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates
    $75,872at the call+9.3%since

Worst calls

  1. Tue Sep 29, 202648:00
    PONSLong

    “another bullish unlock on Pons, another one that has been a very, a very notable part of this revenue conversation”

    Pons is cited as one of the main revenue-generating tokens with strong distribution.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $0.5399at the call−31.2%since
  2. Thu Sep 24, 202650:23
    LITLong

    “the names I'm focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols.”

    Focus on revenue-producing crypto protocols.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $5.26at the call−30.0%since
  3. Thu Oct 1, 202618:45
    PONSLongHigh conviction

    “My take here, I'm still a bull. I'm very bullish on Pons.”

    Pons has established itself as a launchpad cornerstone with about $1M a day in revenue, and Robinhood chain distribution could drive more users.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $0.5230at the call−29.0%since
  4. Thu Sep 17, 202621:15
    LITLong

    “things are popping this morning and specifically lighter... expect hyper liquid lighter to perform well”

    Lighter is popping on tokenized equities news and expected to keep performing.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $4.80at the call−23.2%since
  5. Thu Sep 24, 202655:14
    PUNKSTRATEGYLongBought

    “I bought punk strategy token... I could see how there could be value accrual to this long term.”

    Bought at a high, now up 2.5x off lows as FWA's punk buying feeds its flywheel.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $0.0153at the call−19.5%since
  6. Thu Sep 24, 202659:04
    UNILongHigh conviction

    “Uniswap is part of the pipes and infrastructure, the pipes and sewers that are going to make the crypto ecosystem go round.”

    Uniswap benefits from Robinhood Chain adoption, V4 hooks, and new stablecoin chains settling on it, with possible buyback guidance.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $9.22at the call−17.9%since
  7. Thu Sep 24, 202633:37
    SNAPAvoidHigh conviction

    “until that changes, like, there's no reason for anybody to own this, right?”

    Dilution from stock options and Evan Spiegel's pay plus uncompetitive glasses make Snap unattractive.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $5.31at the call−16.4%since
  8. Thu Oct 1, 202655:25
    ENALong

    “I think you just want to be trying to buy strong stocks, add support, you could buy it here and probably give to whatever that number is. I can't tell. $0.24?”

    gmoney says he doesn't know ENA well but would buy it at support with a stop below about $0.24.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $0.2490at the call−10.4%since
  9. Tue Sep 8, 202610:50
    NBISLongHolding

    “my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”

    Holds Nebius as a longer-term AI trade, hoping it is higher in six to nine months.

    AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade
    $249.15at the call−10.1%since
  10. Thu Sep 24, 202657:02
    FWALong

    “I think the play, the way to make money here, wait till the backing gets down to single digit ETH.”

    Buy FWA when the crypto punk backing drops, since spins increase and the token tends to bounce; plans to take the trade.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $0.0155at the call−10.0%since

Every call, newest first

  1. Thu Oct 8, 202656:18
    MULong

    “the numbers are really good, but the stock isn't reacting exactly as I would expect it to... I'm still bullish”

    Still bullish on Micron despite muted reaction to good earnings; a show-me story.

    Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks!
    $1,069at the call−3.4%since
  2. Thu Oct 8, 202637:04
    AAVELong

    “I love this take. I think Aave could be possibly one of the sleeping giants of this move forward.”

    Aave positioned to capture onchain lending/stock loan yield as Wall Street back-office moves onchain.

    Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks!
    $171.21at the call−0.6%since
  3. Thu Oct 8, 202615:38
    BTCLongBought

    “I personally am nibbling on stuff... I'm just buying weakness... I personally think that the bottom is in”

    Dollar-cost averaging into weakness; bottom believed in, though a pullback to the mid-70s is possible.

    Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks!
    $82,448at the call+0.6%since
  4. Thu Oct 8, 20265:05
    BTCLong

    “Do I think it is a by the dip opportunity, unless there is really something that we are not aware of it... I think this is a by the dip opportunity”

    Quantum scare selloff is overblown; crypto-wide buy-the-dip, expressed via BTC.

    Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks!
    $82,516at the call+0.5%since
  5. Tue Oct 6, 20267:50
    BTCLong

    “in these scenarios, right, like it's basically like you're increasing liquidity. So I think Bitcoin obviously does well, crypto in general does well.”

    If rates fall and liquidity rises, Bitcoin and crypto broadly should benefit.

    Rates, Robinhood vs Solana, and AI Usage Decline!
    $86,056at the call−3.6%since
  6. Tue Oct 6, 20260:57
    MULongHoldingOptions

    “overall, still have my options positions on”

    Update on his Micron options trade: he was stopped out of the perp position at the lows after earnings but still holds options, which he prefers for the defined risk.

    Rates, Robinhood vs Solana, and AI Usage Decline!
    $1,065at the call−3.0%since
  7. Thu Oct 1, 202655:39
    BTCLong

    “I think Bitcoin has held in strong after what came out yesterday, the PCE number yesterday. And so, yeah, you probably buy it.”

    Bitcoin held up after the PCE data and looks stronger than gold, so gmoney would buy here with a stop at the recent low.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $84,046at the call−1.4%since
  8. Thu Oct 1, 202655:25
    ENALong

    “I think you just want to be trying to buy strong stocks, add support, you could buy it here and probably give to whatever that number is. I can't tell. $0.24?”

    gmoney says he doesn't know ENA well but would buy it at support with a stop below about $0.24.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $0.2490at the call−10.4%since
  9. Thu Oct 1, 202654:55
    ENANeutral

    “I don't know if I'm a buyer right now at these numbers, I'd like the dust to settle maybe a little bit and get some directional stability.”

    After a strong September run and Standard Chartered's 8x target, the host wants stability before buying Ethena.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $0.2491at the callsince
  10. Thu Oct 1, 202622:56
    HYPELongHigh conviction

    “this hype kind of looks a little juicy for, you know, probably buy some here, give it to the low from like yesterday, whatever that low is, 84-ish.”

    A roughly $300M OTC purchase of the unlocked tokens removed the overhang, which gmoney reads as crazy bullish.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $88.74at the call−3.8%since
  11. Thu Oct 1, 202621:32
    HYPELongHigh conviction

    “I'm bullish... I don't see the bear case.”

    Host is bullish on Hyperliquid, citing outside demand for the unlock and multi-year price targets of $285 to $315.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $88.58at the call−3.6%since
  12. Thu Oct 1, 202620:06
    PUMPLongHigh conviction

    “I do think Pump is still the AAA grade golden example of if you want something that makes money, has distribution, has the marketing... I do think that that is still a goodbye.”

    Pump leads the launchpad trade on revenue and distribution, and the host would bid strength into weakness after a 3x off the lows.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $0.00543at the call+2.5%since
  13. Thu Oct 1, 202619:50
    STONKNeutral

    “do you think STONK.fun will be the end game winner here? I don't think so. I don't, you know, absolutely, I'm not fully bought into it.”

    Host doubts Stonk.fun will be the end-game launchpad winner and is not bought in.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $0.2258at the callsince
  14. Thu Oct 1, 202618:45
    PONSLongHigh conviction

    “My take here, I'm still a bull. I'm very bullish on Pons.”

    Pons has established itself as a launchpad cornerstone with about $1M a day in revenue, and Robinhood chain distribution could drive more users.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $0.5230at the call−29.0%since
  15. Thu Oct 1, 20264:36
    MULongSold

    “I bought some more this morning and then I basically just hit it out. I got out of it at like 1033”

    He sold the stock/perp trade near 1033 after a weak open but kept his November calls and stays bullish on re-rating from LTA visibility.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $1,042at the call−0.9%since
  16. Thu Oct 1, 20263:13
    MULongBoughtOptionsHigh conviction

    “I went long into the print, I bought some calls for November and then I put on a position in perps.”

    gmoney went long Micron into earnings through November calls and a perp, reading the guidance, the capital return plans and tight supply into 2028 as bullish.

    Micron Earnings, HYPE Unlock, and is LIT Bearish?
    $1,044at the call−1.1%since
  17. Tue Sep 29, 202659:03
    COINAvoid

    “I disagree with the reaction of everybody thinking this is going to be a massive profit and revenue center for Coinbase”

    The co-host doubts Coinbase's new on-chain collectible cards will be a big revenue driver since its users come to trade crypto and it lacks the marketing and distribution.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $190.79at the call+5.5%since
  18. Tue Sep 29, 202653:54
    BTCShort

    “I don't think like seven to 76 K region is like totally out of the question”

    The host sees a possible gap-fill lower toward 76K for Bitcoin if gold keeps selling off.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $83,197at the call+0.3%since
  19. Tue Sep 29, 202652:21
    BTCShortSold

    “gold, which broke down yesterday. That's why I put on my Bitcoin short. Yesterday, I covered it. I covered it this morning”

    The host shorted Bitcoin after gold broke down, covered this morning near the high, and may re-enter since BTC trades with gold as a liquidity trade.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $83,160at the call+0.3%since
  20. Tue Sep 29, 202649:08
    PUMPLongHigh conviction

    “I'm expecting more out of this company... pump also nobody has a distribution marketing campaign”

    Pump.fun is bullish for its distribution, constant product experimentation and revenue, and its chart is strong.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $0.00575at the call−3.3%since
  21. Tue Sep 29, 202648:00
    PONSLong

    “another bullish unlock on Pons, another one that has been a very, a very notable part of this revenue conversation”

    Pons is cited as one of the main revenue-generating tokens with strong distribution.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $0.5399at the call−31.2%since
  22. Tue Sep 29, 202646:38
    HYPELongHigh conviction

    “I think the advisory from the SEC on an STFC on token buybacks is a very strong case for hyper liquid... Nobody has a builder program like hyper liquid”

    Hyperliquid is favored for its revenue, buybacks, regulatory alignment and distribution, though the host is waiting for the token unlock to stabilize.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $87.18at the call−2.0%since
  23. Tue Sep 29, 202645:31
    AAPLLong

    “I think this is Apple's game to lose”

    Apple is best placed to win privacy-first edge compute given its device ecosystem and user trust.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $332.48at the call+1.1%since
  24. Tue Sep 29, 202634:10
    MULongHoldingOptionsHigh conviction

    “I want to buy calls into the print... I'll probably buy some short term calls, and then maybe like bigger size and some longer term calls”

    The host holds long-term Micron calls, plans to add short-dated calls into tomorrow's earnings, and thinks a buyback is possible but under 20% likely.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $1,078at the call−4.2%since
  25. Tue Sep 29, 202627:17
    NBISLongHoldingOptionsHigh conviction

    “Nvidia, Nebbius and Micron are kind of like my three horsemen in the AI trade for right now that, you know, I'm just I have long term calls”

    Nebius is one of the host's three core AI holdings, held through long-term calls expected to rerate higher.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $244.85at the call−8.5%since
  26. Tue Sep 29, 202626:05
    NVDALongHoldingOptionsHigh conviction

    “I bought NVIDIA, I started buying around like the 208 level, I still have my calls... I'm still long”

    The host is long NVDA calls bought near 208, nothing has changed, and the buyback signals management sees the stock as cheap with good cash flow visibility.

    All Eyes on Macro, NVDA Buybacks, and Trading Updates
    $231.49at the call−0.5%since
  27. Thu Sep 24, 20261:01:39
    ETHLong

    “I think that Uniswap is interesting near is interesting and ETH as well, like where you can kind of trade them, lever it on perps”

    ETH, UNI and NEAR are interesting trades, possibly levered on perps.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $2,675at the call−6.2%since
  28. Thu Sep 24, 20261:01:06
    NEARLong

    “Uniswap is interesting near is interesting and ETH as well, like where you can kind of trade them, lever it on perps”

    NEAR sits at the intersection of privacy, AI and revenue and is strong on the chart; looking to trade it, possibly on perps.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $4.50at the call+19.1%since
  29. Thu Sep 24, 202659:04
    UNILongHigh conviction

    “Uniswap is part of the pipes and infrastructure, the pipes and sewers that are going to make the crypto ecosystem go round.”

    Uniswap benefits from Robinhood Chain adoption, V4 hooks, and new stablecoin chains settling on it, with possible buyback guidance.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $9.22at the call−17.9%since
  30. Thu Sep 24, 202657:02
    FWALong

    “I think the play, the way to make money here, wait till the backing gets down to single digit ETH.”

    Buy FWA when the crypto punk backing drops, since spins increase and the token tends to bounce; plans to take the trade.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $0.0155at the call−10.0%since
  31. Thu Sep 24, 202655:14
    PUNKSTRATEGYLongBought

    “I bought punk strategy token... I could see how there could be value accrual to this long term.”

    Bought at a high, now up 2.5x off lows as FWA's punk buying feeds its flywheel.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $0.0153at the call−19.5%since
  32. Thu Sep 24, 202650:41
    ETHLong

    “over the two, I'm bidding Ethereum a little bit more than Bitcoin.”

    Ethereum looks set to outperform Bitcoin.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $2,670at the call−6.0%since
  33. Thu Sep 24, 202650:23
    LITLong

    “the names I'm focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols.”

    Focus on revenue-producing crypto protocols.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $5.26at the call−30.0%since
  34. Thu Sep 24, 202650:23
    HYPELong

    “the names I'm focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols.”

    Focus on revenue-producing crypto protocols.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $92.38at the call−7.6%since
  35. Thu Sep 24, 202650:23
    PUMPLong

    “the names I'm focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols.”

    Focus on revenue-producing crypto protocols.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $0.00385at the call+44.6%since
  36. Thu Sep 24, 202649:16
    BTCLong

    “I'd rather bid than not bid on Bitcoin.”

    Policy makers don't want a pain trade so pullbacks will be bought, though caution until gold strengthens.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $84,092at the call−1.4%since
  37. Thu Sep 24, 202647:21
    NEARLongBought

    “I traded near a little bit small position, just because it's been strong and it's still strong.”

    Took a small position in NEAR because of relative strength versus Bitcoin.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $4.47at the call+20.0%since
  38. Thu Sep 24, 202646:31
    BTCLong

    “I'm a buyer into some of this weakness. I think a lot of people are getting spooked out here.”

    Market-wide crypto call: buying weakness as the Treasury is expected to act and crypto shows a breakout directionality.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $84,036at the call−1.3%since
  39. Thu Sep 24, 202633:37
    SNAPAvoidHigh conviction

    “until that changes, like, there's no reason for anybody to own this, right?”

    Dilution from stock options and Evan Spiegel's pay plus uncompetitive glasses make Snap unattractive.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $5.31at the call−16.4%since
  40. Thu Sep 24, 202629:28
    METALongHigh conviction

    “I think that meta is highly undervalued for them actually taking over a large portion of the wearables market, as well as taking over a large portion of the consumer agentic market.”

    Meta's Muse agent, wearables, memory data advantage and election-season ad spend support a rerating.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $768.42at the call−6.4%since
  41. Thu Sep 24, 20268:39
    MULongOptions

    “Micron has earnings next week. I actually was thinking of buying some calls yesterday.”

    Micron could gap up on earnings with a possible buyback after the stock has done nothing for a quarter despite heavy cash generation.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $1,054at the call−2.0%since
  42. Thu Sep 24, 20266:26
    BTCLong

    “it looks like maybe we put in the bottom on that for, for this pullback, at least like short term.”

    Bitcoin has been strong and the pullback may have bottomed, with Treasury yield curve control seen as bullish for hard assets.

    Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
    $84,535at the call−1.9%since
  43. Tue Sep 22, 20261:22:46
    MULong

    “if I'm doing anything after the show, I'm probably buying Micron.”

    Expects the AI sector to be significantly higher by Thursday's show.

    META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates
    $1,059at the call−2.5%since
  44. Tue Sep 22, 20261:19:21
    BTCLongHoldingHigh conviction

    “I'm bullish right here. It feels better than ever to be not only in the equities market, but the crypto market.”

    Market-wide crypto bullishness after regulatory clarity and risk-on moves; BTC used as the broad crypto proxy.

    META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates
    $86,284at the call−3.9%since
  45. Tue Sep 22, 20261:16:53
    MULongHoldingHigh conviction

    “I'm still I'm still very long Micron.”

    Host stays long the AI compute and memory names, expects memory demand to rise exponentially with AI agents, and plans to buy Micron more.

    META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates
    $1,071at the call−3.6%since
  46. Tue Sep 22, 20261:14:36
    NBISLong

    “NBIS, also, like, this is my very technical reverse head and shoulders, right? ... we break down that trend line above 260 should start going higher.”

    Technical view of a reverse head and shoulders pattern with a breakout above the 260 trendline pointing higher.

    META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates
    $236.51at the call−5.3%since
  47. Thu Sep 17, 20261:00:11
    HYPELongHoldingHigh conviction

    “I can buy certain items and know that they're going to be around like Hyperliquid. I will go to bed quite comfy knowing that”

    Revenue-producing crypto assets like Hyperliquid are resilient and comfortable to hold.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $81.89at the call+4.3%since
  48. Thu Sep 17, 202656:30
    NVDALongHoldingHigh conviction

    “especially in the AI trade is like, all right, it like has the thesis changed? No, all right, stay long... NVIDIA is a good structural business long-term in my opinion”

    Staying long the AI trade and NVIDIA, a well-covered structural business, rather than rotating into high-beta names.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $219.28at the call+5.1%since
  49. Thu Sep 17, 202651:51
    BTCLong

    “look, I'm tending to get long here more. I feel I have a longer bias after Tuesday show... I can see this into Q4 getting kind of hot.”

    SEC news and the rate hike shift the host to a long bias on crypto broadly into Q4.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $76,436at the call+8.5%since
  50. Thu Sep 17, 202638:14
    UNILong

    “Uni still continues to be, and I've mentioned this since around $4, it's up to $7 now”

    Uni is the backend play on tokenized equity settlement and v4 hooks, with buybacks, mentioned as a bullish case since $4.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $7.14at the call+6.1%since
  51. Thu Sep 17, 202635:54
    PUMPLongHigh conviction

    “I'm bullish pump... they are missing from being a company that 50X is in token value over the next few years is clarity”

    Pump has a tight fit in hyper-speculation; regulatory clarity is the missing piece for a potential 50x.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $0.00394at the call+41.3%since
  52. Thu Sep 17, 202621:15
    HYPELong

    “tokenized equities, anything around that expect hyper liquid lighter to perform well, even Coinbase.”

    Tokenized equity approval from the SEC should benefit crypto venues such as Hyperliquid.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $82.24at the call+3.8%since
  53. Thu Sep 17, 202621:15
    LITLong

    “things are popping this morning and specifically lighter... expect hyper liquid lighter to perform well”

    Lighter is popping on tokenized equities news and expected to keep performing.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $4.80at the call−23.2%since
  54. Thu Sep 17, 202620:34
    ETHLongSold

    “I took some profits in like the 2470 area. I think I sold half my position and moved my stops up so that I can, you know, it's a free roll at this point.”

    Took partial profit on the ETH long near 2470 and moved the stop up to make the rest a free roll.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $2,464at the call+1.8%since
  55. Thu Sep 17, 202616:33
    BTCLong

    “as long as like Bitcoin and in the majors start holding here... I think you want to be leaning on a long bias”

    Majors holding the lows after the Fed supports a long bias in crypto, with the four-year cycle and upcoming catalysts.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $76,521at the call+8.3%since
  56. Thu Sep 17, 202614:29
    ETHLongBought

    “I think around here on like twenty four hundred. I think around here I bought some and then once it bottomed here, I think I bought some like here as well with a stop at the lows.”

    Bought ETH after the Fed decision reaction low held above the Clarity Act lows, with a stop at the lows; ETH seen stronger than Bitcoin.

    SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates
    $2,464at the call+1.8%since
  57. Tue Sep 15, 202655:05
    TAOLongHolding

    “he keeps on shipping... it's still a bet that like, I'm willing to make. And so I'm long there.”

    The host is long Bittensor and likes its mission-driven founder who keeps shipping, even though the recent breakout was driven by a meme coin.

    AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates
    $224.29at the call+27.0%since
  58. Tue Sep 15, 202644:59
    PUMPLong

    “I still think pump right now is a good buy at a certain price, or at a certain macro condition, where you just got to recognize their printing capital.”

    PUMP is a good buy at the right price or macro backdrop, as the platform generates real revenue; regulatory uncertainty is the main risk.

    AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates
    $0.00356at the call+56.1%since
  59. Tue Sep 15, 202638:38
    BTCLong

    “I think the trade is still, we're going to print money. The question is when?”

    The host expects money printing to come eventually, which is bullish for hard assets like Bitcoin and gold, though near-term pullbacks are likely.

    AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates
    $75,872at the call+9.3%since
  60. Thu Sep 10, 202653:15
    PUMPLong

    “This is I mean, this is why I see Pump fun winning on the long term.”

    Speculation platforms with volume and marketing win in a gambling supercycle, and Pump.fun fits that.

    Robinhood Drama Market News and Trading Updates
    $0.00383at the call+45.3%since
  61. Thu Sep 10, 202648:23
    FWALongHoldingHigh conviction

    “I'd like to buy some. I'd like to add to the position here I'm definitely not looking to sell.”

    The FWA team keeps shipping, with v2, builder fee sharing and a lowering punk backing that drives spins, and the market cap is down about 66% to $12M.

    Robinhood Drama Market News and Trading Updates
    $0.0122at the call+14.0%since
  62. Thu Sep 10, 202642:57
    METALong

    “I'm more bullish I think on meta long term than I am on Google”

    Meta has the best proprietary data set, a large user base and Zuckerberg leaning in, which gives it an AI distribution edge.

    Robinhood Drama Market News and Trading Updates
    $654.16at the call+9.9%since
  63. Thu Sep 10, 202642:57
    GOOGLAvoid

    “all the people leaving at Google for the last couple months is like super negative, right? Like it's just like they're not they're not in the hunt.”

    Talent departures suggest Google has fallen behind in the AI race, so the host prefers Meta.

    Robinhood Drama Market News and Trading Updates
    $330.79at the call−6.2%since
  64. Thu Sep 10, 202626:30
    NBISLongHolding

    “I still you know, like I still I'm still long it right. ... I drew I think on this chart, the reverse head and shoulders that's still like forming.”

    Still long Nebius after a small pullback, since the chart shows a forming reverse head and shoulders.

    Robinhood Drama Market News and Trading Updates
    $228.51at the call−2.0%since
  65. Thu Sep 10, 20267:40
    HOODLong

    “the two companies that I can praise and I can be like, yes, they're crushing it, are Kraken, and it is Robinhood.”

    Robinhood is aggressively leaning into tokenized equities and is named as one of the two early standouts.

    Robinhood Drama Market News and Trading Updates
    $115.20at the call−5.2%since
  66. Tue Sep 8, 202610:50
    MULongHolding

    “my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”

    Holds Micron as a longer-term AI position, hoping it is way higher in six to nine months.

    AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade
    $1,020at the call+1.2%since
  67. Tue Sep 8, 202610:50
    NBISLongHolding

    “my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”

    Holds Nebius as a longer-term AI trade, hoping it is higher in six to nine months.

    AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade
    $249.15at the call−10.1%since
  68. Tue Sep 8, 202610:50
    NVDALongHolding

    “my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”

    Holds NVIDIA as a longer-term AI position.

    AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade
    $227.99at the call+1.1%since
  69. Tue Sep 8, 20263:20
    MULongHolding

    “Micron is popping... this looks like a bullish chart... you could use that like eight, whatever that is, eight 80 stop.”

    Bullish Micron chart setup after a pullback, with rising AI agent demand driving chip demand.

    AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade
    $1,016at the call+1.7%since

Calls are pulled from each episode automatically. Performance is measured from the Indeix price at the moment the call was made, in the direction it was made, and updates daily. Not investment advice.