MonkyTrader

Retired. Strategist.

[MonkyTrader @MonkyTrader]

Americans tripping over their own feet, to work 12 hr factory shifts at $1.25/hr

[Peter B @realpeteyb123]

If tariffs are so bad and don’t work, why does every country have them on U.S. imports?

Here are 5 things tariffs actually do:

1. Protection of domestic industries
2. Generation of government revenue
3. Strategic leverage in trade negotiations
4. Political or national security considerations
5. Retaliation or defensive trade measures

We’re going to feel some short-term pain, but I believe in America’s resiliency, and that pain will be less than expected.
And sometimes, a little discomfort now prevents a lot more damage later.

We’ve gotten too used to avoiding short-term pain just to protect existing wealth.

Give Trump’s tariffs some time to work.

Watch every country fold, and the money roll in.

Make America Wealthy Again.

[MonkyTrader @MonkyTrader]

Delusional take. Just another wework or FTX.

[The AI Investor @The_AI_Investor]

Brad: “If you were doing over $100B in revenue by 2028 or 2029, you’d be in position for a $1T IPO.”

Sam: “How about 2027?”

Sam said OpenAI is already doing more than $13B this year, below is the latest projection.

[MonkyTrader @MonkyTrader]

Nice parody account.

[Tarded Degen Gambler @0xTDG]

What happened why is my wallet down 35% since yesterday and one of my longs already liquidated wtf

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where trust in political representatives has fallen drastically, and trust in key democratic institutions has also fallen.
Trust in the Bundestag (Legislative branch) fell by 20ppts, from 54% in 2021 to 34% in 2025.
Trust in the Federal Govt (Executive branch) declined even more sharply—by 41ppts, from 63% to just 22%.
The Chancellor’s approval saw the steepest drop, plummeting 53 points, from 75% to 22%.
Even the Federal President, typically held in high regard, lost 15 points—from 76% to 61%—after years of stability since 2008 (except briefly during Christian Wulff’s term).

[MonkyTrader @MonkyTrader]

Local top confirmed. Bear market rally is over.

[*Walter Bloomberg @DeItaone]

*TRUMP: AMAZING WHAT A RISING MARKET WILL DO

*TRUMP: IT'S GONNA GO A LOT HIGHER

[MonkyTrader @MonkyTrader]

If US government, Saylor, and the BTC ETF continue to buy $BTC, it's bullish for the next 2-3 years, and it's extremely bearish long-term. 5-6 entities controlling 25%-30% is a big centralization risk.

[Lark Davis @LarkDavis]

MicroStrategy is raising $84 billion to buy more Bitcoin.

That's more than double their initial plan.

Saylor is unstoppable.

[MonkyTrader @MonkyTrader]

$MSFT and $META capex spend is unsustainable. The capex growth for both companies has been around 35% and Morgan Stanley projects a similar growth in 2025. In 2026-27 the capex spend will hit the FCF hard.

[MonkyTrader @MonkyTrader]

$XRP & $SOL have the combined market cap of $ETH now. Soon, Wthereum will lose its nr. 2 apot

[MonkyTrader @MonkyTrader]

Buyback =/= Burned
Assistance Fund will be used sooner or later.

[800.HL @degennQuant]

Hyperliquid will buy more $HYPE within two years than @cz_binance bought $BNB over its entire history.

EZ 16X.

Hyperliquid.

[MonkyTrader @MonkyTrader]

Tldr of #Powell Speech tonight. Keeping it 💯

[MonkyTrader @MonkyTrader]

This anti china rhetoric and actions will backfire sooner or later. No way to slow them down.

[Dylan Patel @dylan522p]

Huawei's new AI server is insanely good
People need to reset their priors
This is why banning H20 without banning tools and sub components is idiotic because Huawei is not far behind H20.
The admin needs to act fast to slow down Huawei's ramp or the H20 ban will be useless

[MonkyTrader @MonkyTrader]

Best Case with $NVDA options this week:
- Mo. $105 calls -> 10x
- Tu. $95 Puts-> 5x
- We. $115 Calls -> 30-40x
- Th. $105 Puts -> 5x

Easy 7.500x in a week.

[MonkyTrader @MonkyTrader]

Probably not, because it means less rate cuts 10 year is back around 4.4%

[Ash Crypto @AshCrypto]

BREAKING:

🇺🇸 NASDAQ UP NEARLY 12% TODAY,
ON TRACK FOR ITS 3RD BEST DAY
IN HISTORY AND THE BIGGEST GAIN
IN LAST 17 YEARS ( SINCE OCTOBER
2008 )

BITCOIN SHOULD EXPLODE SOON 🚀

[MonkyTrader @MonkyTrader]

Translation: we lost, but it's not our fault.

[Chamath Palihapitiya @chamath]

This is probably a good time to remind everyone that US AI companies try to honor copyright laws for pre-training our best models while the Chinese models do not.

If there is a level playing field, American companies will most assuredly win the AI race.

[MonkyTrader @MonkyTrader]

Alt season starting this week.

[MonkyTrader @MonkyTrader]

$SPY Bottom 425 in early may

[MonkyTrader @MonkyTrader]

How far are you disconnected from your users?
Justin: YES

[Justin Drake @drakefjustin]

Today's a good day to remember why we're here.

We're building the future of finance—internet finance.

Unstoppable global free trade, not trade wars.
Credible neutrality, not entrenched interests.
Permissionless innovation, not bureaucracy.
Undebasable money, not money printers.
Sovereign individuals, not intermediaries.
A multi-decade vision, not 4-year cycles.
The internet, not imperial superpowers.
Positive-sum games, not rent-seeking.
Peaceful revolutions, not warmongers.
Cryptography, not aircraft carriers.
Network effects, not isolationism.
Fairness by design, not cronyism.
Open competition, not oligopoly.
Network states, not nationalism.
Frictionless markets, not tariffs.
Innovators, not lobbyists.
Builders, not lawyers.
Devs, not politicians.

Internet finance is coming. It's built different. Believe in something.

[MonkyTrader @MonkyTrader]

@The_AI_Investor Bookmarked. Revenue will be ~150b in 2027

[MonkyTrader @MonkyTrader]

And here are some options for Trump to remove Powell.

[MonkyTrader @MonkyTrader]

Powell is gone in July if he doesn't cut at least 50bps in the next 2 meetings.

[MonkyTrader @MonkyTrader]

Epic day.