Sir Walrus

Take off your rose-colored glasses and douse yourself with ice water.

[Sir Walrus @CryptoSirWalrus]

Japanese cuckolds just watching how speculators fuck their currency $usdjpy $jpy

[Sir Walrus @CryptoSirWalrus]

5/5
So why are yields really rising?
Likely many factors — not just inflation fears.
Bloomberg, as always, whips up the frenzy, but the true driver remains a mystery. Don’t let headlines trade for you.

#YieldCurve #TIPS #BreakevenInflation #Fed #Bonds

[Sir Walrus @CryptoSirWalrus]

1/5
The UST market is screaming for rate hikes.
2yr yields just spiked to the highest in over a year, trading above the Fed’s rate. The entire curve is under pressure, creating a tense backdrop.
But there’s a problem.

[Sir Walrus @CryptoSirWalrus]

4/5
These numbers don’t scream “inflation is about to rip higher.”
The same market that’s supposedly demanding aggressive rate hikes is also pricing pretty contained inflation. That’s a glaring contradiction — one that gets conveniently ignored in the hysteria.

[Sean trades @SRxTrades]

I flipped this account from $2k-$27k in 1 month swing trading options

Using momentum and leading themes

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[Hunter Horsley @HHorsley]

This is wild.

Crypto will be the currency of AI agents. And like everything AI, it’s happening faster than people are accustomed to.

ETA to “verified human”, via blockchain?

[Sean trades @SRxTrades]

My first 2 years as a day trader, I lost -$10,000

Its not until I started swing trading that things really clicked for me

Fast forward 4 years

&

Now I make 5 figures every month

Below you can steal my exact swing trading strategy:🧵

[Sir Walrus @CryptoSirWalrus]

@Captain_Kole1 And whales will short all these 250k Bitcoins soon

[Sir Walrus @CryptoSirWalrus]

10) In order for $NVDA to reach the historical average for its segment with a capitalization of 1.8 trillion, it needs to show about 350-400 billion in revenue and 100-120 billion in profit, which is obviously impossible - there are not such a number of consumers of #AI products

[Sir Walrus @CryptoSirWalrus]

1) $NVDA is a stock that practically concentrates the entire free cash flow of the global financial system.

The scale is so stunning that only $NVDA has advanced with the market capitalization of leading countries…

[Sir Walrus @CryptoSirWalrus]

9) $NVDA presented reports that are impressive, but do not justify an advance of x20 capitalization.
Now #Nvidia receives $22B in revenue and $12B in net profit per quarter, i.e. It turns out that the potential is up to $100B in revenue and $50B in profit per year.

$QQQ