Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates
16 calls on this episode
All calls- 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.
$84,535at the call−1.9%since “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.
$1,054at the call−2.0%since“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.
$768.42at the call−6.4%since“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.
$5.31at the call−16.4%since“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.
$84,036at the call−1.4%since“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.
$4.47at the call+20.0%since“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.
$84,092at the call−1.4%since- 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.
$5.26at the call−29.9%since - 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.
$92.38at the call−7.4%since - 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.
$0.00385at the call+44.3%since “over the two, I'm bidding Ethereum a little bit more than Bitcoin.”
Ethereum looks set to outperform Bitcoin.
$2,670at the call−6.1%since“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.
$0.0153at the call−19.5%since“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.
$0.0155at the call−9.8%since“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.
$9.22at the call−17.8%since“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.
$4.50at the call+19.1%since“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.
$2,675at the call−6.3%since
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice.