BullishNonsense

Calculated risk taker. Bet more.

[BullishNonsense @BullishNonsense]

@CL207 Noisy data in internationals

[BullishNonsense @BullishNonsense]

@OddAlerts The overs had 0 value so I had my reasons for playing 3.5..

Just so you don’t think I’m mindlessly punting … here are my bets for Netherlands v Japan.

Also fine if you think I am mindlessly punting 😂

[BullishNonsense @BullishNonsense]

@OddAlerts

[BullishNonsense @BullishNonsense]

@db_fink What country and what area within infra? I’m in power infra so could have a connection.

[BullishNonsense @BullishNonsense]

@decenterghost @shmidtqq @Polymarket You are assuming his bankroll is all in the account 😉

[BullishNonsense @BullishNonsense]

@ForwardGuidance @Tyler_Neville_ @qthomp @fejau_inc Really enjoyed this episode (tbh, I enjoy all episodes and recommend your podcast to mates interested in this space).

[BullishNonsense @BullishNonsense]

I saw something similar at Wednesdays low during ETH. 205 lots filled in one swoop at 11:45pm (I am UST+11), and a further 800 filled in one go at 00:35 (UST+11). 3x orders ranging 400 – 1000 lots were also happy to just sit there as well into Trumps speech at Davos. Gave me comfort holding my long up to pD_VAH.

[BullishNonsense @BullishNonsense]

@goodalexander @BankUnlimited @LazarusPulse They should all stick their DC behind a battery and hedge this risk by trading power.

[BullishNonsense @BullishNonsense]

When you say "entire "AI energy" bet - what are you referring to?

I'd argue the big rug kills the AI premium in the valuations, not the underlying energy thesis. Fossil retirements happen on fixed timelines (uneconomic) regardless of AI demand. Regional grid imbalances from reduced DC consumption still need baseload capacity. What dies: data center REITs, co-location plays, utilities with hyperscaler concentration. What survives: the fundamental infrastructure needed for energy transition.

perhaps?

[BullishNonsense @BullishNonsense]

Your portfolio is basically a pub crawl. Some stops are genius, some are regret, all are expensive.

[BullishNonsense @BullishNonsense]

@blknoiz06 @IncomeSharks dApps and Pendle

[BullishNonsense @BullishNonsense]

@TraderMotif woofed

[BullishNonsense @BullishNonsense]

@SilvXBT @ColonelCoochi3 Appreciate that - will take a look - been SOLely focused on the trading Sol this move

[BullishNonsense @BullishNonsense]

@smileycapital and bid some more

[BullishNonsense @BullishNonsense]

@Crypto_Chase I've been following you from the shadows for a long time, brother. Nothing but respect.

[BullishNonsense @BullishNonsense]

@stoicsavage Scandalous

[BullishNonsense @BullishNonsense]

@cr1337 @dapersiantrader 😂😂😂 - you sensitive soul.

[BullishNonsense @BullishNonsense]

@cr1337 @dapersiantrader His tweets are talking about separate things. One is focused on the state of the crypto market in general (which is a shit show) the other is specific to price/the chart. They are not the same.

Duck is good.