Frequency Rider

🌊 Systematic research, rules over opinions. Process over prediction. Frequency over narrative. | Not financial advice

[Frequency Rider @Frequency_Rider]

$ETH $BTC hanging on by a thread... but a word of caution. Watch $1780 and $67800 as an area for buyers to step in agressively.

Whipsaw Wednesday

[Frequency Rider @Frequency_Rider]

America’s education is a problem at all levels.

[Ravious101 🦅🇺🇸 @Ravious101]

I can’t even believe what I just watched!
A student at the University of Michigan recorded his online lecture, and people are actually paying tens of thousands of dollars in tuition for this. The lecturer, Dr. Laura Yakas who teaches a course called "Engaging Social Justice, Diversity, and Oppression in Social Work" is literally singing songs in class trashing America!
When parents and taxpayers say our universities have turned into ideological indoctrination camps instead of places of real education, this is exactly what they’re talking about. Students are going into massive debt to learn actual skills, not to sit through anti-American musical performances.
How is this acceptable at a major public university?

[Frequency Rider @Frequency_Rider]

���️ They call themselves socialists, the same word Hitler hid behind, and they use the same playbook: label the opposition, silence them, then come for the next group. Silence is how it always starts.

[Frequency Rider @Frequency_Rider]

@TechCharts Monthly support level @ 85.

[Frequency Rider @Frequency_Rider]

🚀 The biggest win for the right that no one's talking about?

@elonmusk got @SpaceX and xAI out the IPO window.

@OpenAI and @AnthropicAI haven't.

And that window is closing fast. This market is turning bearish.

Timing is everything in capital markets. Public money is permanent capital. Private money gets nervous.

One side locked in the funding to build rockets, satellites and compute for the next decade.

The other is still asking private investors for the next round.

Nobody's framing it as politics. It is.

[Frequency Rider @Frequency_Rider]

@great_martis CL is ready to bounce hard.

[Frequency Rider @Frequency_Rider]

@RealHeel80 The mobile update was a step backwards.

[Frequency Rider @Frequency_Rider]

@bp22 Forward curve being cheap makes sense if a lot of the announced load never fully hits the grid.

Audits, pauses, and people bringing their own power all cut the net demand that actually materializes. Markets price what gets built, not the raw queue.

[Frequency Rider @Frequency_Rider]

🌊 Trade long enough and you stop just reading the market.

You feel it.

The frequency. The energy. The shift before the candle prints.

Today doesn't feel like a trend day.

It feels like a whipsaw.

Flush lower. Shake out the weak hands. Rip it right back.

The ones chasing the first move pay for the second one.

Stay patient. Respect your stops. Let the market show its hand.

The tape is talking. Most aren't listening.

🟢CL 🔴ES 🔴BTC

[Frequency Rider @Frequency_Rider]

🦢Signal & Frequency.

You can feel them when you're tuned in, when you're actually paying attention.

Most people aren't.

Something big is coming to crypto.

It isn't good news.

The quiet before it always feels like confidence. Leverage stacks up, everyone gets comfortable, and the exits look wide open.

Until they aren't.

Black swans don't announce themselves. They just show up.

Stay aware. Size accordingly. Know where your exits are before you need them.

The signal is there. Most will ignore it.

[Frequency Rider @Frequency_Rider]

@TechCharts Understood - took the post as your trade. And I agree - there is a potential upside to the structure.

[Frequency Rider @Frequency_Rider]

@saxena_puru Correct. But the theatrics will distract everyone from how exactly they’ll continue the buildout.

[Frequency Rider @Frequency_Rider]

🔋 What is a store of value in 2026?

I operate on one assumption: energy is the most underpriced asset for the foreseeable future.

We don't have enough of it. And it's the input to the most important innovation of our time: AI.

If you agree, ask the next question. What is Bitcoin?

Growing DeFi use cases, sure. But at its core, BTC is an asset whose largest input is energy. So the real question: is a megawatt worth more mining BTC or running AI?

Short term: AI.
Mid/long term: I'm honestly uncertain.

So what actually stores value now?

Treasuries: deficits with no end, and inflation eating the coupon.
Dollars: a slow, steady bleed of purchasing power.
Bitcoin: volatility, regulatory risk, and a growing energy bill.
Semis: cyclical, capex-driven, and concentrated in Taiwan.

Every one carries real risk.

Energy is the one input all of them need.

[Frequency Rider @Frequency_Rider]

@ThinkingUSD 68.3 / 1780

[Frequency Rider @Frequency_Rider]

The new @cursor_ai @X bundle seems like a terrible switch in terms of value.

You lose access to other frontier models and are forced to use only Grok and other inhouse models. Tell me why I am wrong @elonmusk ?

I would stop using @cursor_ai if this was mandated.

[Frequency Rider @Frequency_Rider]

@ThinkingUSD 68.3k

[Frequency Rider @Frequency_Rider]

📉 This move likely isn't over. Expect big swings both ways.

Strange but true: the best days happen in the worst markets.

6 of the 10 best days ever for SPY (the S&P 500 fund) came during bear markets, meaning drops of 20% or more.

For QQQ (the Nasdaq-100 tech fund): 8 of 10.

The best days sit right next to the worst ones. Sell in a panic and you miss them.

Plan accordingly.

[Frequency Rider @Frequency_Rider]

🔍 Your life insurance policy may already own AI debt.

Not because you asked.
Because the company promising to pay your family needs yield.
And the yield is in data centers, chips and cloud leases.

By mid-2026, U.S. life insurers held ~$85B of AI-linked investments.
Moody's says that's probably low. A lot sits in side vehicles that don't show up cleanly.

Some are far deeper than others.
F&G, Corebridge and Athene held AI infrastructure debt equal to 39%, 33% and 28% of their capital cushion.
The average insurer: 15%.

Most of it is rated investment grade.
That's the point.
The risk isn't hiding in a casino.
It's hiding in the "safe" bucket that backs annuities and death benefits.