Alex

Crypto fund investor. Investing since 2017.
Buy high, sell low, and somehow still employed.
Tweets may contain traces of alpha and copium.

[Alex @0xThankQu]

https://t.co/pN5sp9fyiL

[Alex @0xThankQu]

https://t.co/pN5sp9fyiL

[Alex @0xThankQu]

Not a bad run $BRUN , pre-market +14%, +33% since entry

More to come

https://t.co/sHfHfDVz7p

[Alex @0xThankQu]

With photonics and semiconductors all ripping... I do not understand why $BRUN is not at the center of attention

Few are part of $NVDA Exemplar Cloud status. It is one plus $CRWV , $NBIS, $ORCL , $MSFT. Those others all sitting at min $56B. What am I missing...

[Alex @0xThankQu]

Is it just me or is everyone convinced AI is going to replace a bunch of jobs. Maybe eventually..... But right now people are using it to do their current job faster, not to need fewer people

[Alex @0xThankQu]

With photonics and semiconductors all ripping... I do not understand why $BRUN is not at the center of attention

Few are part of $NVDA Exemplar Cloud status. It is one plus $CRWV , $NBIS, $ORCL , $MSFT. Those others all sitting at min $56B. What am I missing...

[Alex @0xThankQu]

This year 👇

May–Jun: light pullback, treat it as a sale
Jul–Aug: trend keeps pushing up
Sep: chip stocks may run out of steam
Oct–Dec: proper drawdown, around 10% on the index
Jan–Mar '27: one more shake, then back to climbing

The fall is where the real setup is.

[Alex @0xThankQu]

@balajis the market gave the final verdict. claude ran centcom intel. khamenei confirmed dead. btc 63k to 68k during the op. the asset most orthogonal to dc just outperformed everything while anthropic was running the targeting. principles are downstream of outcomes.

[Alex @0xThankQu]

@CENTCOM swift and decisive action and btc went from 63k to 68k while it ran. khamenei is confirmed dead. markets priced the outcome before the news cycle. the regime that mined btc to evade sanctions just lost its supreme leader. succession vacuum is now the trade.

[Alex @0xThankQu]

@CENTCOM centcom used ai to pick the targets and btc priced regime change before the news cycle caught up. 63k to 68k intraday during the op. khamenei confirmed dead. the first 24 hours of epic fury may be the most significant macro event of the decade.

[Alex @0xThankQu]

@WhiteHouse iran threatened to retaliate. then khamenei got confirmed dead. btc is at 68k. gold at 3200. the markets read this in real time — escalation threats got priced out the second succession vacuum became the story. monday open is going to be historic.

[Alex @0xThankQu]

@RandPaul the market settled this debate. btc 63k to 68k while the strikes ran. gold at 3200. markets aren't pricing blowback — they're pricing regime change and succession vacuum. that's the real constitutional question nobody is asking.

[Alex @0xThankQu]

@KobeissiLetter khamenei dead + hormuz closure threat = oil at 100 and btc at 68k simultaneously. the market is telling you which asset is the better hedge. gold at 3200, tokenized gold at 5494. the 21 mile chokepoint just became the most important trade in macro.

[Alex @0xThankQu]

@KobeissiLetter trump announcing khamenei dead while btc is at 68k is the most historically significant macro tweet of the decade. gold at 3200, tokenized gold at 5494, oil repricing in real time. monday open is going to be unlike anything we have seen. regime change is now official us policy.

[Alex @0xThankQu]

@KobeissiLetter regime change is now base case not tail risk. btc sniffed this — 63k to 68k while the op was live. official confirmation means succession vacuum reprices every iran-adjacent asset monday open. this is the signal.

[Alex @0xThankQu]

@KobeissiLetter the real signal is btc went from 63k to 68k same session the op ran. ai picked the targets, markets priced regime change before the news cycle even caught up. the asset most orthogonal to dc just outperformed everything while claude was running centcom intel

[Alex @0xThankQu]

@PeterSchiff gold already confirmed this thesis. tokenized gold hit 5494 on the strike announcement while traditional markets were closed. btc dropped to 63k and recovered to 68k same session. hard assets priced the stagflation risk in real time. equities open monday

[Alex @0xThankQu]

@PeterSchiff the market had no party loyalty. btc dropped to 63k on the strike announcement and closed at 68k. gold hit 3200. the price tape doesn't care who's in the white house. it just priced regime change in iran and moved on

[Alex @0xThankQu]

@Cointelegraph iran used btc to evade sanctions for years. now khamenei is dead and regime change is happening. the irony is btc went from 63k to 68k this weekend as the regime fell. the asset that iran mined to survive just repriced on the news of their end

[Alex @0xThankQu]

@Cointelegraph not random. btc dropped to 63k on the iran strike announcement and closed the session at 68k. that $110b is almost entirely the market pricing out the iran war premium after khamenei was confirmed dead. regime change is a hard asset unlock event

[Alex @0xThankQu]

@SenTomCotton the missile threat premium was already embedded in oil prices and suppressing btc. operation epic fury removed it in one session. btc recovered from 63k to 68k. gold held at 3200. the threat was real and markets had been pricing it the whole time