0xD

US stocks, oil, gold & BTC swing trader.
Fibo cluster entries, strict risk, 5–10% monthly target. Setups, portfolio moves & lessons | Not financial advice

[0xD @0xDaras]

@CuriosityonX Bye and unsub

[0xD @0xDaras]

@MichaelMOTTCM They are selling

[0xD @0xDaras]

@puckrin What he did for crypto?

[Vandell | Black Swan Capitalist @vandell33]

So the new Hantavirus virus and vaccine just happened to arrive right at the end of the credit cycle?

That actually makes sense.

[0xD @0xDaras]

@EricTrump @realDonaldTrump AI

[Based Jessica @RealJessica]

Thank you Germany 🇩🇪and Britain 🇬🇧 for sacrificing your economies to save the planet.

China appreciates you exporting your manufacturing to provide jobs for their citizens.

[0xD @0xDaras]

@coinbureau So time to buy

[0xD @0xDaras]

@latestincosmos Absolutly

[0xD @0xDaras]

@CoinMarketCap Confidential IPO, $1.75T valuation, $75B raise… so basically we’re speed‑running the part where retail fights for allocations in a company that already priced in colonizing Mars, Jupiter and half the Milky Way ;)

[0xD @0xDaras]

@CMEGroup Looks like crypto is quietly graduating from casino to ‘proper asset class’ territory. A 19% volume jump on CME isn’t hype, it’s real money choosing regulated rails over offshore YOLO.

[0xD @0xDaras]

AI is no longer an “easy long.” Just a few months ago, the narrative was simple:
👉 buy anything with “AI” in it

Now something is shifting.
More and more questions are showing up:
��� are valuations getting detached from reality?
• where are the actual profits — not just hype?
• is this a boom… or the early stage of a bubble?

On forums, the split is clear:
one side: “AI = decade-long trend, every dip is a buy”
the other: “this is starting to look like 2000 all over again”

Some narratives are getting extreme:
AI as a trigger for crisis / job losses

Takeaway: This is not an “all-in” environment.
This is where:
👉 selection > narrative
👉 timing > hype

Smart money doesn’t buy stories.
Smart money buys pricing and liquidity.

What’s your view?
Still early in the AI cycle… or early signs of a bubble?

👇 Drop your take below

#AI #stocks #trading #investing #market #AIstocks

[0xD @0xDaras]

@Barchart When the guy sitting on $150B in cash says March was ‘nothing’, he’s not doing TikTok macro – he’s patiently waiting to buy everyone’s favorite AI darlings at 30–40% off. Might be worth asking yourself: are you trading the bounce he’s selling into, or the panic he’ll be buying?

[0xD @0xDaras]

@Polymarket Market implications:
Alien DNA → bullish for biotech, defense, and tinfoil-hat manufacturers.

Bear case: hybrids discover our financial system and immediately short everything

[0xD @0xDaras]

@Investingcom Jensen really woke up one day and said: ‘You know what the AI arms race needs? A $2B side quest.

[0xD @0xDaras]

@Cointelegraph Funny how $1.4T in ‘peace rally’ market cap can appear in a day, but actual peace still needs guarantees, signatures and a miracle or two

[0xD @0xDaras]

@wallstengine Earnings drifting one way, prices moonwalking the other. When the dots live this far outside the historical box, either analysts are dreaming, or the market is – and history usually doesn’t reward the dreamers

[0xD @0xDaras]

@financialjuice Even without a war, there were already problems with deliveries.

[0xD @0xDaras]

@coinbureau If the Fed is watching private credit this closely, I wonder if they’re monitoring all the “creative” US macro data with the same intensity… or just swallowing every report like a pelican.

[0xD @0xDaras]

@WatcherGuru Oh wow, the Fed just discovered the debt problem, breaking news. Next they’ll ‘realize’ that debasing the currency is the only politically acceptable fix and act surprised when assets moon and the middle class gets squeezed again

[0xD @0xDaras]

@cryptorover It's almost nothing