robjames

[robjames @RobJames_]

Everyone's hiding in semis. SMH (red) vs SPY (white). Energy costs crushing data center economics. Helium supply disrupted. SMH still +38% vs SPY at +5% — that 33pt gap compresses fast in risk-off. The "safe" trade may have the most air underneath it. @qthomp

[Simon Dedic @sjdedic]

I'm already seeing this content all over my TikTok and how Gen Z is going to go absolutely nuts about it.

That's the very definition of a crypto consumer product that will bring millions of people onchain without them even realizing it.

All it took was repackaging something people already love in the real world into a fun onchain experience, and they'll follow.

Who would have thought it could be that simple?

[Collector Crypt @Collector_Crypt]

Would you?

[robjames @RobJames_]

@NotSoEasyMoney seems like a decent enough thesis

[robjames @RobJames_]

@claudeai HIGHER LIMITS FOR DESIGN PLEASE!

[robjames @RobJames_]

@NotSoEasyMoney Before market open like clockwork. Vol controllers on play

[robjames @RobJames_]

@RiceRiddler Lmfao 🤣 did the same thing last night

[*Walter Bloomberg @DeItaone]

TRUMP: GREAT CHANCE THAT PEACE BETWEEN ISRAEL AND LEBANON WILL HAPPEN THIS YEAR

[HFI Research @HFI_Research]

Well done JPM.

It is just math.

[robjames @RobJames_]

"energy lockdown"

[Quinn Thompson @qthomp]

Oil shortages will only matter once the wealthy elite's European summer trips are impeded. Then once that happens, they will put the plebs in lockdown to conserve fuel for their vacations.

[zerohedge @zerohedge]

*TRUMP SET TO EXTEND US SHIP WAIVER TO EASE OIL, GAS DELIVERIES

[zerohedge @zerohedge]

This has moved from a kinetic war to a war on X between Trump and Iran's leadership

[Tyler Neville @Tyler_Neville_]

This doesn't look like it's mean reverting just yet....

[MikesMoneyTalks.ca @moneytalkstweet]

Tony Greer: "A global energy crisis is unfolding in real time, but the oil futures market is grinding to a halt at $100-a-barrel for Brent. Most traders can’t get their heads around this, but I stand by “TG’s Theory of Delayed Volatility.”
There will be NO SUPPLY CHAIN SHORTAGE or ENERGY CRISIS until an analyst at JP Morgan can’t get his latte on time or fill up his BMW."
-@TgMacro - The Navigator- (one of the best market newsletters out there)

[robjames @RobJames_]

@NotSoEasyMoney I was just thinking the same thing.

[robjames @RobJames_]

@jam_croissant base case still stairstep down? Or has the thesis changed based on price action.

[robjames @RobJames_]

@zerohedge He's really squeezing out all he can here eh

[Andreas Steno Larsen @AndreasSteno]

Remember when I laid out this thesis 10-11 sessions ago? And how everyone called me an idiot?

Having said that, we soon need to see some further sequential progress or else the momentum will fade

[robjames @RobJames_]

@ShitboxMcgee @dampedspring this is true

[robjames @RobJames_]

@dampedspring shhh alts in crypto are finally catching a bid ;)