Jay Macguire

[Alex @alex_hunter20]

Loracle accelerated the dump in the past 24h

He dumped 260k $HYPE ($13.5M) and still holds 440k $HYPE ($22.7M) unstaked + 700k $HYPE ($36.1M) still staked

He's also short 225k $HYPE ($11.8M)

[Posty @PostyXBT]

I received 407,837 $GRVT tokens from the airdrop 🪂

At current token value ($0.25) it's worth $101,959.

But there's a 1 year cliff and 3 year vest.

Am I bothered? Not really.

I'll receive 11,200 tokens monthly (~$2,800).

It feels like a free monthly top up.

The tokens will unlock during a bull market. They could be worth less, but decent chance they're worth more.

If it runs to $1B FDV ($1) I'm receiving 5figs each month for what feels like nothing at this point.

Is the team receiving tokens at the same time an issue?

Not really, the community are receiving 10x more tokens on a monthly basis, that's more of a concern.

At the end of the day, I have no right to complain.

Another 6fig opportunity given to me by crypto.

[Laanie @cryptolaanie]

currently down about $600,000 on my shorts

i simply remain unphased for my conviction behind my trades are like no other.

confident $BTC $SOL $ETH nuke soon.

[Jay Macguire @jaymacguire]

@BitcoinMagazine this woman talks bullshit. Cloture vote first 60 votes needed then main vote

[Hex Sosa @iamhexsosa]

Not sure who needs to hear this but..

$1 $HEX is coming a lot sooner than most expect

Like A LOT SOONER

[Investing visuals @InvestingVisual]

Oh my....

CNBC reporting Situational Awareness was
forced to unwind ALL public stock positions after steep losses.

He was 4 times levered...

[Barchart @Barchart]

BREAKING 🚨: Leopold Aschenbrenner

Leopold capitulates! Forced to sell all of his public stock holdings. Citadel's Ken Griffin scooped them up at the bottom, of course 😂 😂

[zerohedge @zerohedge]

*CITADEL BUYS SITUATIONAL AWARENESS'S STOCK PORTFOLIO: WSJ

[Jay Macguire @jaymacguire]

@UEFA Well done UEFA

[SixSigmaCapital @SixSigmaCapital]

All of Leopolds's positions ripping.

Looks like he got Billy Axelrod'ed

[Paradis Labs @ParadisLabs]

This Leopold / Situational Awareness story is crazy.

> Go from $1.5B to $20B in under two years.
> Over 1,000% since launch, 270% ytd to May alone.
> Jane Street which almost never allocates to external managers becomes an investor.
> $24B near the highs, levered as much as 4x. Up 439% for H1'26.
> July 2026: AI names go down as much as 50%.
> Compounded with up to 4x margin...
> Leopold sends letter to LPs for additional capital reported by FT yesterday, says that this is a buying opp.
> Today: CNBC reports Situational Awareness has exited all public equity positions.
> One buyer takes everything, both L/S books, in one enormous block.
> Jane Street?? Who buys a whole levered spread book in one go? Isn't that is literally Jane Street's business?
> As an LP, Jane Street had the inside view of exactly his book. Which would make this even more ironic...
> If it was JS, the arc completes: Leopold's rarest backer would be the buyer of his whole book lol.
> What's left of Leopold? Whatever's left in the private book after selling Anthropic stake and the capital raise, if any.

[Horse @TheFlowHorse]

No more speculation required. Boy wonder Leopold Aschenbrenner sold the house.

[Jay Macguire @jaymacguire]

@UEFA Boycott FIFA without the UEFA their is no world cup

[Jay Macguire @jaymacguire]

@fefe01101100 What u forget is the cloture vote? 60 votes needed before the clarity act can be voted in.

[Options selling with Christian @optionscjp]

TOMORROW IS GOING TO BE ABSOLUTELY INSANE

Here is every catalyst to watch tomorrow 👇🏼

[keila amania @keilaaman]

Very therapeutic 🫰

[Laanie @cryptolaanie]

shorted about $60,000,000 worth of $BTC

market looks very weak, FOMC SOON!

much lower, much much lower…

[Jay Macguire @jaymacguire]

@GordonGekko @unusual_whales lol fixed? Argentina had not even a chance in 90 min

[RobynHD @RobynHD]

📈 US-Investoren gehen so hohe Risiken ein wie noch nie.

Die Netto-Kreditguthaben auf US-Brokerkonten sind im Juni auf ein neues Rekordtief von -1,06 Billionen US-Dollar gefallen. Dieser Indikator misst die Differenz zwischen dem verfügbaren Guthaben der Anleger und ihren aufgenommenen Margin-Krediten – je negativer der Wert, desto höher ist der Einsatz von Fremdkapital.

Die wichtigsten Entwicklungen:
• Netto-Kreditguthaben: -1,06 Bio. US-Dollar (neuer Rekord)
• Rückgang um 70 Mrd. US-Dollar allein im Juni
• Margin Debt steigt auf Rekord von 1,53 Bio. US-Dollar (+86 Mrd. US-Dollar im Monatsvergleich)
• Bereits der dritte monatliche Anstieg in Folge
• Seit dem Bärenmarkttief 2022 haben sich die negativen Netto-Kreditguthaben um rund 800 Mrd. US-Dollar

Warum ist das wichtig?
Fremdkapital wirkt in beide Richtungen. Solange Aktien steigen, verstärkt es die Gewinne. Kommt es jedoch zu stärkeren Kursrückgängen, können Margin Calls ausgelöst werden. Anleger müssen dann Positionen verkaufen, wodurch Abwärtsbewegungen zusätzlich beschleunigt werden können.

Die Grafik zeigt außerdem, dass ähnlich extreme Hebelphasen bereits rund um die Dotcom-Blase, vor der Finanzkrise 2008 sowie vor früheren größeren Korrekturen auftraten. Das bedeutet nicht, dass unmittelbar ein Crash bevorsteht, es zeigt aber, dass die Risikobereitschaft der Marktteilnehmer aktuell so hoch ist wie nie zuvor.

Mehr dazu im Update heute! 👇🏽
https://t.co/3AddKqaoG1

[Jay Macguire @jaymacguire]

@dangambardello lol what you dont understand their is no vote next week. First the cloture vote 60 votes needed. If succesful then the clarity vote maybe in September.