Melardev

Weakness is unsurprisingly palpable. This bull market has all the ingredients to be weaker than the last. I'm still long spot, but if there's no Iran deal tomorrow, I'll not only re-short equities but also short crypto to hedge my spot exposure

I don't think people understand what actually triggered this selloff. It wasn't Democrats winning, that was priced in. It was:
- OpenAI admitting expectations need a reset
- Micron canceling its Taiwan chip plant
- Iran war likely resuming, risking rate hikes and making AI financing prohibitively expensive

people say "oh, we are oversold", no nigga, we are not, all we have seen is rotation, a basket goes down (semis) another goes up (retail), a true shock everything goes so down you are afraid to buy.
Sendu stocksu to ziru

TradFi investors use to say: you vote for the future of the world with your money by choosing which companies to trust
I will be doing my part shorting (small) stocks to vote for the war to end, hurting 401ks is the only way to stop it

JD Vance: Let’s take that anger and get back to the work of saving our country
Trump Advisor: Sure, let's revenge trade, double down on the loser, and restart the war

Data centers stocks confirming a bear market breakdown. How do we know if the AI trade is still on?
I keep thinking there is no best trade than crypto (excluding SPX500 and MAG7)

crypto was far better when Vlad cucks were down bad, they are still down but strong bounce today, will wait for a big red day (next week imo) to throw more salt in their cuck wounds

ok us500 reversal too strong, bought some stocks again

bullish solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 and ofc solana:So11111111111111111111111111111111111111112

Thank you vlad for saving the trenches.
Robinhood is PvE
With Robinhood it is better
Robinhood is different
Said the cucks. Now this whale sold it all and rage left. Don't cry why trenches are bad if you supported this arbOS

Headwinds: AAPL unwinding, midterms, and war. If any of these catalysts materialize, they will likely do so this week.
I'm tempted to flip bullish, go all in, and front-run next week, but the war could be a breaking point. Staying patient and defensive.