Retail investor: When’s the best time to sell puts?
Me: When you least want to
Retail investor: lol what
Me: Thursday the $VIX hit about 28. Everyone was scared & paying up for protection... When fear is high, put option premiums are high. So that’s when the person SELLING the put gets paid the most
Retail investor: & yesterday?
Me: The VIX closed under 20. Down almost 30% in 2 trading days. Same puts got a lot cheaper
The premium is highest when everyone’s scared, so that’s when I want to be selling portfolio secured puts on elite companies at good prices.

$BTC vs $GOLD.
Gold's season is behind us, BTC season is here.
The major level has been reclaimed, and BTC is now coming back down to turn it into support.
Expecting a push towards the highs over the next 2 years or so.
Should mean for a nice return vs the dollar. 📈💰

Woke up to the whole crypto market down about 4% overnight, sitting near $2.48T. BTC is holding up better than most, just under $74K.
Not exactly a fun Tuesday morning chart, but this is when you find out who actually has conviction. Coffee first, panic never.

bitcoin:native
Looking out for this around the New York Open.

.@AnthropicAI could raise around $62B for itself in the IPO.
It already has $69.8B of compute + infrastructure commitments due over the next 12 months.
Kinda puts the scale of frontier AI into perspective. You can pull off one of the biggest IPOs ever and most of that cash is roughly equivalent to a year of compute you’ve already committed to.
And they're booking a lot of that capacity 12–18 months ahead, before anyone knows which model will be leading by then.
Public markets are basically about to start financing the compute race directly.

An independent developer has open-sourced Muse4AI: generate images and videos with Meta’s AI app Muse by asking Claude Code in a single sentence.

Sixty six days on, the US discount on $BTC still hasn't closed. On Nov 9 Coinbase, where US buyers trade, priced it -0.145% under the rest of the world, a touch deeper than its -0.139% weekly average.

Still missed out on this huge crash. Held onto my short positions for several days, then the price spiked as soon as I closed them. What a shame, but no big deal—as long as I came out unscathed

$PIEVERSE
Who got piece of the pie?🥧🤤

🇺🇸🇨🇳 MICROSOFT URGES TRUMP TO SCRAP CHINESE AI HARDWARE BAN!
@Microsoft has appealed to the Trump administration to scrap the proposed ban on Chinese AI data center components.
This ban could have a major impact on tech infrastructure and the supply chain.

#Gate股票畅聊季 Zhongji Innolight (300308): Global leader in high-speed optical modules, a high-beta play on AI computing interconnects, silicon photonics iteration, and next-generation optical interconnects

I. Current chart pattern: Building momentum in a low-level trading range, with capital rapidly rotating around AI computing, high-speed optical modules, and silicon photonics
Zhongji Innolight (300308) is a global leader in high-speed datacom optical modules. Its main products include high-speed optical modules such as 800G and 1.6T, and it is developing cutting-edge interconnect solutions suc

#NvidiaCEOUnderInvestigation
NVIDIA Under Pressure: This Is No Longer Just a Stock Price Story
NVIDIA is facing a risk that cannot be measured through chip demand or quarterly revenue alone. The latest controversy surrounding CEO Jensen Huang has introduced a new layer of uncertainty involving corporate governance, national security and the future of advanced chip sales to China.

NVIDIA’s board has confirmed an independent investigation after reports alleged that Huang was the target of a foreign intelligence effort. The company has also made an important distinction: the board currently has

huge news for $pepe

🔴 INIT/USDT – SHORT TRADE SIGNAL

📉 Entry Range: 0.210 – 0.230

➕ DCA Entry: 0.243

🛑 Stop-Loss: 0.260 (above entry)

🎯 Take-Profit Targets:

- TP1: 0.198
- TP2: 0.178
- TP3: 0.169
- TP4: 0.132

⚠️ Risk Management: 1% of your total wallet balance

📌 Manage your risk responsibly and stick to the entry range. Don't chase the price.

DYOR – Trade at your own risk.

#HarryCrypto #INIT #CryptoSignals #FuturesTrading #Trading

$CRWD First down target done, low $213.30 so far.

3-month annualized change in October core CPI #inflation climbed to +3.75% vs. +3.41% prior

So fomo really deleted the account of a guy who got rugged on cashcat
igotruggedoncashcat (@remusofmars) holds 13% of the supply of MONTRA
He imported everything so he can write some fud thesis
fomo now deleted his thesis