@ChefBateman turbo shorting after a hot print smells like the easiest trap on the board. been jumping those same reds for free at https://t.co/aIho0Ls2yV weirdly less loud than sizing a 40x.
@saylor shipping digital credit while the rest of the tape digests 3.7 is peak saylor timing. preferred stock powered by bitcoin on a risk-off day is a flex.
@StockMKTNewz goolsbee saying more bad months would be unacceptable is the quiet hawk note after the print. if this level holds the market already knows what address means.
@zerohedge first minus one spx / minus two ndx since july paired with a hot print is the clean risk-off day. ai getting the step function lower while yields do the talking.
@glassnode stuck under the last two years of cost basis while etfs sell is the boring bear case. 81.5 holding twice is the only green note on the sheet.
@CryptoGodJohn a little more than up only is the cleanest caption of the day. fear showing up after the print is usually when the tourists already paid.
@thisisksa one print wiping 660b in stocks and 300m in crypto liqs is the reminder leverage is the product. been jumping those same reds for free at https://t.co/aIho0LruJn weirdly less loud than watching yields do this.
@CryptoMichNL calling a copy paste of the last cycle bottom while everyone stares at 82k is peak michael. divergence looks pretty until leverage disagrees.
@Agek1d 800m and mostly longs again. been jumping those same reds for free at https://t.co/aIho0Ls2yV weirdly less stressful than watching the real book.