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Still leaning into selling rips until buyers can force a reclaim of yearly rVWAP. Developing yearly VWAP is capping downside in the short term and could give a bounce to fill shorts. Watching a failed sweep into the old 4w VAL + 365d VWAP for shorts, or a reclaim of those
VAL+3.18%
I also pray $MU touches round number support at $600.
MU+4.71%
And for the same yield convo i brought up with $DE it makes a $ITB / $XLF or $KRE pair trade interesting to me. lower mortgage rates could lift homebuilder demand, while regional banks face commercial property credit risk and deposit competition. The bet is builders outperform
DE+1.23%
Hedge against the fuckery- buy some $DE I bought some at 650 during midterms the idea was to buy a business whose earnings could withstand potential attacks on the AI trade while also possibly benefiting from lower yields. Its a funny fly wheel if yields fall and builders
DE+1.23%
i dont like seeing $GOOGL below yearly vwap but its fine...Deviations exist Added some last week but a stab into 260 that holds would be nice for some more exposure. a reclaim of 292 would be nice for an intraday scalp.
GOOGL+0.72%
I like $MSFT - i added some to the mid term pile last week and would like to sell whenever openai ipos (ideally at 680-700) but anyway. intraday the msft strength is visible and i can see some serious short squeezing if the Qs give relief. Probably Worth Playing
MSFT-0.95%
Tradfi chart thread below first up is $META - i like a bounce here into 650-680. But id like to add some long term at 500 if the market allows
Decided to open aggr while i did some weekly prep. (Sound up but prepare yourself)
Weeeeeeeee $zec
ZEC+1.16%
My grok bot is called Jeff
I wonder how he found out she was a spy.. anyway time to long the dip tmr $NVDA
NVDA+2.80%
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Diabolical drilling by the admin ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766
ETH-1.26%
The state of things #trenches
Cause you’re telling me I can get long gold, not risk liquidation, use it in defi and have all of it in self custody.
XAUUSD+0.75%
Tokenized gold is such an underrated product
XAUUSD+0.75%
This is my base case. But if somehow the weekly SFPs >77.5k then i think we slam long
Similar conspiracy I had this morning.
The real question is whether he makes everything In house or uses hyperliquid
The young boys didn’t learn shit. side wallets and paid shills don’t come close. Arthur Hayes invents the perpetual crypto future. Liquidates customers, stacks up the insurance fund. Gets charged by the feds, pleads guilty, gets slapped with $10m in fines (chump change for
As much as I’d the coins to bottom now. I think getting eurphoric below both BTC range lows and QQQ range lows is likely a death sentence. #scalpszn
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