Soft Pancake

charts, no financial advice.

trading on @breakoutprop

crypto since 2015

[Soft Pancake @SoftPancakeXBT]

some companies like $AMZN are severly overvalued imo from the perspective of generational changes in ways people aquire luxury goods

Amazon has basically become western Temu with pattern infringements, low false-advertising control etc.
There are plenty of reputable C2C business models popping up becoming more popular with 13-30 year olds

the task I have is finding good metrics for how to measure the 'when' with generational impacts though, especially with wealth inequality rising disproportionately against that gen

similar to $INTC grabbing low/mid-end consumers for local AI models, 'when' more than 'if', just what will catalyze it?

[Soft Pancake @SoftPancakeXBT]

This did also mean I didn't bother active trading or posting.
It's been a bad market, I'm still uninterested in trading. Maybe that'll change late 2026/2027.

$HYPE

[Soft Pancake @SoftPancakeXBT]

Been sat on $HYPE since buys below 10. Touched nothing else (apart from BTC ofc) the last 18 months.

I've been in crypto a while and when it comes to spot, this is very much still a game of waiting imo.
The noise on the timeline doesn't mean much here. Walk away from the screen.

[Soft Pancake @SoftPancakeXBT]

Been sat on $HYPE since buys below 10. Touched nothing else (apart from BTC ofc) the last 18 months.

I've been in crypto a while and when it comes to spot, this is very much still a game of waiting imo.
The noise on the timeline doesn't mean much here. Walk away from the screen.

[Soft Pancake @SoftPancakeXBT]

Long VR companies + consumer priced lifestyle projector companies in China

[DiscussingFilm @DiscussingFilm]

Netflix co-CEO Ted Sarandos argues that ‘BARBIE’ and ‘OPPENHEIMER’ would have been just as big on Netflix.

“There’s no reason to believe that the movie itself is better in any size of screen for all people. My son’s an editor, he watched ‘Lawrence of Arabia’ on his phone”

(Source: https://t.co/oKDVFnu9cN)

[Soft Pancake @SoftPancakeXBT]

Replies are as expected, with 1000 different drug recommendations

Lack of preventative healthcare in the US/EU means things like this are not particularly taken seriously

Easy bet on things like this coming front and center to public/pharma attention in the next 10 years

[Mikhaila Peterson @MikhailaFuller]

Hey guys,

@jordanbpeterson is taking some time off of everything.

He was diagnosed with CIRS (chronic inflammatory response syndrome) due to a genetic predisposition that causes the immune system to have an inability to identify and detoxify mold/bacteria in indoor air (the genetic predisposition is not that rare, it’s in about 25% of people but he has a severe version).

Over the last year or so he’s been feeling the impact of CIRS more and more. Recently he was exposed to a particularly moldy environment while helping clean out my grandfather’s house after he passed away which severely flared symptoms.

To be crystal clear - this isn’t about akathisia or medication. He’s not on any medication. It’s an immune system dysfunction.

CIRS (chronic inflammatory response syndrome) is what has been behind his multiple health issues and random severe allergies and severe food sensitivities over the years. He’s really been suffering from this badly since 2017 we just didn’t know what it was called. Only eating meat helped keep the symptoms under control but it hasn’t been enough recently.

CIRS is also the explanation behind recent cancelled shows, cancelled events, sporadic appearance of being rundown and general weepiness (caused by pain).

He’s pausing the podcast at the moment but we’re hopeful for a somewhat speedy recovery given we at least know what’s going on, and there is treatment, and he’s responding well although it’s pretty rough.

Praise GOD that we finally know what’s been going on.

The fact that doctors don’t generally recognize that mold exposure in indoor air is causing chronic health issues is insane. The fact that this is the cause behind our food sensitivities and inability to tolerate anything other than meat (for 8 years now), multiple disorders and diseases in my family, and is virtually unrecognized by the medical community, is absurd.

Just like the medical system didn’t recognize ketogenic diets as a treatment for mental disorders 10 years ago (and still most doctors don’t).

Just like psych med withdrawal wasn’t recognized 5 years ago (and still more doctors don’t recognize it).

This indoor air quality problem that causes Chronic Inflammatory Response Syndrome will be commonly diagnosed in the next 5-10 years. I am positive about that.

Praying we can treat him quickly and the medical community can be more aware of CIRS and building codes can change (add ERVs to HVACs) so we can get fresh air indoors.

Everyone should take this extremely seriously if they have psych, autoimmune, or neurodegenerative disorders, or have family members they live with who suffer from these disorders as mold toxicity manifests in people exposed equally, differently.

To the people in Brazil - he apologies for not being able to make the event and definitely hopes to make it out there in the future. He apologizes for moving his European tour.

So, for now on YouTube he has episodes of the new call in Q and A show -Answer the Call- that him and I recorded together before he got really ill recently. He was very excited to put this out, helping people is what he enjoys the most. That’s why he does what he does.

We hope you guys like it, it’s out now on YouTube, @realDailyWire and all other podcasting sites and we have a few more episodes releasing tomorrow and Monday.

Thank you for the understanding 🙏🏻 prayers are appreciated.

[Soft Pancake @SoftPancakeXBT]

imo 117-114 is fair game for a lev wick $BTC might look to add

[Soft Pancake @SoftPancakeXBT]

Time horizons are larger for this swing, so I'm alright on $BTC still, $HYPE hit stops

[Soft Pancake @SoftPancakeXBT]

Increased size on BTC from just under 116k again

[Soft Pancake @SoftPancakeXBT]

Increased size on BTC from just under 116k again

[Soft Pancake @SoftPancakeXBT]

Nice sized longs on $BTC & $HYPE now from 116k and 42

Just added progressively to original long

[Soft Pancake @SoftPancakeXBT]

Nice sized longs on $BTC & $HYPE now from 116k and 42

Just added progressively to original long

[Soft Pancake @SoftPancakeXBT]

In a decent passive long here with no SL on $BTC

Just manually going to manage

No large size, but sized for volatility

[Soft Pancake @SoftPancakeXBT]

@051lky @StrongHedge @db_fink Possibly, your biggest problem might be an individual response to high fat intakes

Also some problems with MCT, while they typically reduce inflammation, in things like autoimmune disorders they can increase it

I tend to stick to Virgin Olive Oil personally, but worth testing

[Soft Pancake @SoftPancakeXBT]

@StrongHedge @db_fink 2nd this

Bone Broth can be great pre-food
+ Fruit blended instead to increase bioavailability

[Soft Pancake @SoftPancakeXBT]

By the time you're looking to catch alt rotations, away from BTC (and in this case HYPE), you're probably better off looking for continuation in leaders

[Soft Pancake @SoftPancakeXBT]

In a decent passive long here with no SL on $BTC

Just manually going to manage

No large size, but sized for volatility

[Soft Pancake @SoftPancakeXBT]

some companies like $AMZN are severly overvalued imo from the perspective of generational changes in ways people aquire luxury goods

Amazon has basically become western Temu with pattern infringements, low false-advertising control etc.
There are plenty of reputable C2C business models popping up becoming more popular with 13-30 year olds

the task I have is finding good metrics for how to measure the 'when' with generational impacts though, especially with wealth inequality rising disproportionately against that gen

similar to $INTC grabbing low/mid-end consumers for local AI models, 'when' more than 'if', just what will catalyze it?

[Chris Dyson @ChrisLDyson]

This isn’t a country anymore.

The UK should be strong.

We’re an island.
We should have strong borders.
We’ve got the North Sea.

We should have cheap, sovereign energy.

We speak the world’s business language.

We should be an economic force.

We invented capitalism.

We should be exporting ambition, not importing apathy.

But instead?

We’re taxing success like it’s a sin.
We’re subsidising failure like it’s noble.

We’re bleeding the builders and feeding the passengers.

Try breaking £100k and the government shows up with a 60% tax bill and a moral lecture.

Try hiring staff and they whack your NI up for the privilege of creating jobs.

Try being proud of your country and you’re told to shut up, pay more, and apologise for the past.

Meanwhile…

Turn up with nothing?

Benefits. Housing. Legal aid. Interpreters.

And more rights than the taxpayers who fund it.

You tell me… who’s the system designed for?

The grafters… or the grifters?

We reward the wrong people.
We punish the right ones.

We incentivise dependency.
We disincentivise ambition.

You should be angry.

This country used to reward courage, effort, invention.

Now it throws those people under the bus to appease a growing class of professional victims and parasitic career claimants.

We’ve got crime up. Wages flat.
Taxes through the roof.

And political parties competing to see who can sound more ashamed of Britain.

We invented the free market.
We built empires.
We were feared and admired.

Now we’re just tired.

Tired of the excuses.
Tired of the lies.

Tired of being told we’re the problem for wanting to build something of value and keep a slice of what we earn.

Ambition is punished.
Mediocrity is rewarded.

Strong borders? Offensive.
Cheap energy? Inconvenient.
Personal success? Greedy.
National pride? Dangerous.

It’s ALL backwards.

We should be building.
We should be booming.
We should be leading.

Instead…
We’re led by cowards.
Advised by activists.

And governed by people who’ve never built a thing in their life.

This isn’t about politics.
It’s about incentives.

And right now?
The incentives are broken.

Fix those, or forget Britain

[Soft Pancake @SoftPancakeXBT]

this is about where you'd bid in market structure (103k), but its a coin flip tonight, not worth

[Soft Pancake @SoftPancakeXBT]

well that was quick

too much volatility, not interested in news trading

[Soft Pancake @SoftPancakeXBT]

stopped on quote, but position was mainly to stay active

this one a little more planned/predictable
at the very least no reason to go below 100k if we're still bullish here
$BTC

[Soft Pancake @SoftPancakeXBT]

stopped on quote, but position was mainly to stay active

this one a little more planned/predictable
at the very least no reason to go below 100k if we're still bullish here
$BTC

[Soft Pancake @SoftPancakeXBT]

reasonable sized long with stops below Tuesday's low, just directional bias & staying active, nothing fancy $BTC

[Soft Pancake @SoftPancakeXBT]

Looks like $BTC is in a good place, alts not so much

Maybe they'll slowly melt up while BTC runs off this high (if), but right now they're uninteresting

[Soft Pancake @SoftPancakeXBT]

open-ended TP of course

[Soft Pancake @SoftPancakeXBT]

reasonable sized long with stops below Tuesday's low, just directional bias & staying active, nothing fancy $BTC