Degentrading

how to trade late stage AI cycle - size down, increase degeneracy.

rotation of capital from US -> KR -> JP -> HK stocks....fast ball of money rotating through AI plays. reminds me of the defi food farms fun days

As a non dev, utilizing claude over the past month has allowed me to build apps that i previously would get a team to build - often over weeks. Now in hours or days. Deep domain experts are going to be tremendously valued - understanding what to build vs how to build.

It was today that i found out that the netherlands currently taxes wealth already via "fictitious returns" wtf??? Sorry europe is permanently cooked

Main theme ricocheting through markets is AI.
A few sub-themes
! - Spenders of Capex vs Earners of Capex - Capex heavy stocks are getting punished - think hyperscalers - $goog, $amzn
2 - Redundancy through AI - unironically, software is the theme getting torched here deeply
3 - BUT, not all SaaS is created equal, some will benefit and have more usage (APIs) others - meant for human dashboarding will have subscription numbers dropping

someone\'s bot blew up on $eth?

Range expansion incoming for tradfi over the next 2 weeks.

Dont complain about the X feed having no alpha. The r/r of posting publicly is garbage with zero upside and only downside. You deserve what you get.

That move to 2218 was it. Now we wait for nyo

half the stuff on $SLV supposedly big discount on NAV is moronic. the other half is .wait.why do we need to explain these simple elementary concepts??? alright. i am gonna be a precious metal trad0r from now on.

quick thoughts - vibes tell me that the carnage in $xau $xag wont disperse so quickly. wary of spillover into tech - $btc and $xau puke are probably the first assets to be sold. $eth probably underperforms $btc even more.