Rates, Robinhood vs Solana, and AI Usage Decline!
4 calls on this episode
All calls“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.
$1,065at the call−3.0%since- 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.
$86,056at the call−3.7%since “SpaceX, $175, absolutely on... I've got a position on”
SpaceX is breaking out at $175, and both hosts have been bullish since well below that price.
$174.80at the call−6.3%since“if let's say less than 5% of funds own SpaceX, and you know, the float is probably really low, like that, like it could, it could be set up pretty nicely to start squeezing”
Funds are under-positioned and the float is low, so a squeeze is possible if institutions pile in.
$174.89at the call−6.4%since
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice.