1hp

casual internet paper/coin trader in search of alpha

[1hp @off1hp]

"Love all, Trust a few, do Wrong to None."
- Shakespeare

[1hp @off1hp]

Oh shi Fox just sold the Spurs franchise dynasty

[1hp @off1hp]

Longing $eth if it hits 1300 pt and buying leaps on bmnr in equities

[Ansem @blknoiz06]

bought a few memes on solana for first time in over a year

[1hp @off1hp]

All this red and my chipotle bag in the green just in time for upcoming earnings 😌

[1hp @off1hp]

@Hoopss The heard mentality to hate on SGA in almost every comment section across multiple social medias only attributes to his greatness. Hope shai an them pull off game 7

[1hp @off1hp]

With all the success eBay is having with retail sports cards and collectibles

I wonder why no one has attempted to acquire and revamp Craigslist..

Would be an interesting opportunity

[1hp @off1hp]

@elonmusk My goat has spoken 🐐

[1hp @off1hp]

$HOOD will benefit the most from the news of SEC removing the 25k minimum day trading requirement

$100 per share back on target 🎯

[1hp @off1hp]

@agingroy I need this peptide asap, my body thirsts for 8-10hrs of sleep and it gets in the way of my hobbies and activities planned at times

[1hp @off1hp]

@RealSkipBayless Generational hate by the top 2 "analysts" skip and stephen a smith 😂

[Naval @naval]

A lot of software is about to get a lot better, right before it becomes unnecessary.

[1hp @off1hp]

@ChrisCamillo @MrBeast @BeastPhilanthr Inspiring, W chris and the dumb money crew as well

[1hp @off1hp]

@KobeissiLetter Kaka.

[1hp @off1hp]

@insiderwave_ For fun 😂

[1hp @off1hp]

$NTDOY ADR is up +16% past week but still down ytd -6%

I expect them to be back to ath by this time next year

[Naval @naval]

AI is going to drain a lot of moats.

[1hp @off1hp]

@WSBgod Clever word-play is all that is

[1hp @off1hp]

Bidet toilet manufacturer up 60%+

[Bearly AI @bearlyai]

Activist investor Palliser Capital sent a letter to $7B Japanese toilet maker Toto and said it was “the most undervalued and overlooked AI memory beneficiary”.

Toto known for its bidet toilets but the expertise in ceramics is crucial for memory manufacturing.

Per FT, “Toto’s chuck technology uses ceramics designed to remain stable at very low temperatures, helping hold silicon wafers firmly during chip production. That makes it relevant to cryogenic etching, which is expected to grow as memory chips become more layered and complex.”

Palliser believes Toto has a 5-year moat on the technology and should expand the operation.

Advances ceramics already make up 40% of Toto’s operating profit while being only <10% of revenue.

Toto is up +60% over the past year on their development.

[The Kobeissi Letter @KobeissiLetter]

Bearish bets on US stocks by hedge funds are rising:

Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market.

This percentage has risen +4 points since September 2024.

Over the last 5 years, short exposure has been higher only 7% of the time.

Furthermore, leverage among hedge funds is near an all-time high, primarily driven by continued shorting and hedging through index futures and ETFs.

The risk of a short squeeze is rising.

[1hp @off1hp]

Wall St turned btc into 08' housing bubble

[0xNobler @CryptoNobler]

🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW

If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.

Because that market no longer exists.

What you’re watching right now is not normal price action.

It’s not “weak hands.”
It’s not sentiment.
And it’s definitely not retail selling.

Most people are completely unaware what’s happening.

And by the time it becomes obvious, the damage is already done.

This move didn’t start today.
It’s been building quietly under the surface for months.

And now it’s accelerating.

Here’s the truth:

The moment supply can be synthetically created, scarcity is gone.

And when scarcity is gone, price stops being discovered on-chain and starts being set in derivatives.

That is exactly what happened to Bitcoin.

And it’s the same structural break that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities

Once derivatives took over.

The original Bitcoin thesis is broken.

Bitcoin’s valuation was built on two ideas:
→ A hard cap of 21 million
→ No rehypothecation

That framework died the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps

From that point forward Bitcoin supply became theoretically INFINITE.

Not on-chain.
But in price discovery, which is what actually matters.

Synthetic Float Ratio (SFR).

The metric that explains everything.

Once synthetic supply overwhelms real supply, price no longer responds to demand.

It responds to positioning, hedging, and liquidation flows.

Wall Street can now trade against Bitcoin.

They’re not guessing direction.

They’re doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Force liquidations
4⃣ Cover lower
5⃣ Repeat

This isn’t “betting.”

It’s inventory manufacturing.

One real BTC can now simultaneously back:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note

All at THE SAME TIME.

That’s six claims on one coin.

That is not a free market.

That is a fractional-reserve price system wearing a Bitcoin mask.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling Bitcoin tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn on notifications before it's too late.