mtn drew

ᱝ ⋅ ⋅ ⋅ α

[mtn drew @mtndrew]

I don't know whether this is a good thing or a really bad thing

Idk what it is but it just doesn't feel right

I think it's just because Trump is a grifter, but it's not like he gets to take the shares with him in 2028

[tradfi news @tradfi]

*US HAS HELD TALKS ABOUT ACQUIRING SHARES IN AI GIANTS: NOTUS

*SAM ALTMAN SPOKE ABOUT GOVERNMENT SHARES WITH TRUMP: NOTUS

*DISCUSSIONS HAVE CENTERED ON HAVING THE FIRMS VOLUNTARILY CEDE THE SHARES TO THE GOVERNMENT, NOT SELLING

[mtn drew @mtndrew]

@LunaticxOsmo inshallah

[mtn drew @mtndrew]

Damn I was just one day early

[mtn drew @mtndrew]

alright, too much strength going into the last hour of the session

covered my hedge

[mtn drew @mtndrew]

@LunaticxOsmo i'll be fine whatever happens

i'm probably over trading but you never know if it will prove to have been worth the trouble

[mtn drew @mtndrew]

the entire market is the AI trade right now

and if we are in a bubble then it's irrational not to be very long

but the market just went on a historical face ripping rally. so yeah, i'm feeling pretty jumpy due to what i'm observing.

i'm not at risk of liquidation or anything like that though

[mtn drew @mtndrew]

and if prices go much lower than it start to invalidate it

Feb+Mar was what you would consider a typical intra bubble dip and you shouldn't get another one like it so soon

so if we do get one soon then that really makes me question the integrity of this perceived bubble

[mtn drew @mtndrew]

i think I'm so anxious right now because i've been positioning on the idea of an AI bubble lately

so I should just be max longing, closing my eyes, and walking away... but I still don't totally believe it if i'm being honest.

[Pepper @ZeMirch]

…you guys weren’t minting free zcash?

[Justin Bram @JustinCBram]

you know it was the alt top when they started shilling NEAR

[mtn drew @mtndrew]

Not sure this changes anything for me

https://t.co/AVFRehqiaq

[Eric Balchunas @EricBalchunas]

SHOCKER: S&P 500 will NOT fast track SpaceX. So it will take AT LEAST a year, probably more. This is wild considering every other big boy index is 5-15 days. This could create significant return dispersion bt 'passive' indexes. Choose wisely.

[mtn drew @mtndrew]

people seem very bearish on the SPCX IPO and its impact on the broader market

makes me very tempted to long SPCX on IPO

the fud is overblown and the float is too small for any fundamentals to matter lol

[Eric Balchunas @EricBalchunas]

SHOCKER: S&P 500 will NOT fast track SpaceX. So it will take AT LEAST a year, probably more. This is wild considering every other big boy index is 5-15 days. This could create significant return dispersion bt 'passive' indexes. Choose wisely.

[mtn drew @mtndrew]

@genoscapital25 What part do you think is highly levered? Semis? Memory?

[tolks @_tolks]

still don't think people appreciate this correlation enough, since the day after the initial strikes on iran BTC & gold have both returned exactly -10.5%

uninteresting assets given the manhattan project 2.0 and their inverse correlation to oil, yields and potential rate hikes