Barely Investible Capital Management Ltd

Hedge fund allocator on an island. Got 99 problems but backtested returns ain’t one.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

What a disaster. Should’ve just stuck it all into $DRAM instead.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@pandawatch88 It’s gonna be very interesting when the market collectively decides to price in the supply response. I’m guessing late 2026 might be when one wants to rotate out of many of these stories (that prob means I’m not the only one - so earlier).

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@DRTnky @intjgamergirl I think this will answer a lot:

China 🇨🇳 → ~43–46%

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@PHN316 @donnyjustinvest That’s pretty dark

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@Noahpinion This is Chinese

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@88888sAccount When you put it like that

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@pandawatch88 Natural selection is probably best.
But I’m sure some crypto protocols could take inspiration from this and gate massive exit liquidity and then follow an order in the best interest of society at large.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@MySubClub3 Depends on the week

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

This time is different?

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

More Serenity followers have China A Shares access than I would've guessed...

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@blondesnmoney

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@mcelarier Ppl are too fat to walk/stand for extended periods of time

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@BullTheoryio Wow this thing was listed?

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@JJNews002 @RonStoeferle @kevinmuir As long as 60% of its constituents is not directly tied to the AI trade it’s gonna be tough for now

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@stackhodler You’re still gonna have to think. AI doesn’t wake up and put thoughts in your head, it’s the other way around.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@pandawatch88 Why couldn’t GalaxyCore do something dumb like this?

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

Like I said, Colombia will likely swing to the right and pro US. It’s the desired outcome for the current US administration but more importantly most Colombians are sick and tired of leftist policies under Petro.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

This ties in with the 2nd catalyst that Petro's party will not win reelection. I'm sure as hell the US will not allow anyone other than a US friendly right leaning candidate to win. And if not, well we know what will happen. So I think Colombia shifts to the right also.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@MacroHayekian Probably also got to do with El Tigre likely winning the election