Sotiris Darras

KE'yo Mathematician 💡 Crypto-Stocks 🌐

[Sotiris Darras @sotdarras]

This guy made my day
I am in public and I can't hold myself from cracking out 😂

[Elon Musk @elonmusk]

The problem is the puppetmasters, not the puppets, as the latter have no idea why they are even there

[Fox News @FoxNews]

Vice President Vance issues a stark warning to Iran, saying further attacks will be met with force following U.S. strikes on Iranian targets along the Strait of Hormuz.

[Sotiris Darras @sotdarras]

I was wrong thank god I hedged

[Sotiris Darras @sotdarras]

Last time $BTC fell sharply the auction flipped shortly for 6 weeks before making a counter trend move

I also believe $BTC is going lower but not directly to 50-40k from 80k

A counter trend move is very possible this time also

[Sotiris Darras @sotdarras]

Why I bought yesterday

July will bullish imo

Funding rates are low
+
Short liquidity up
=
Recipe for a rip in July

Everything I say is in conditional probability that:

USD value and Yields will decrease

Inflation is going down oil at >$70 -- rate hike odds decreased

General bullish ai sentiment in the market

[Sotiris Darras @sotdarras]

How to save the markets

[The Earnings Correspondent @earnings_guy]

$MU (Micron Technology) #earnings are out:

[Sotiris Darras @sotdarras]

Happy yearly low on $BTC 💥

[Sam Szuchan @szuchans]

BYD makes 75 percent of its vehicle components in-house. That single fact explains why their cars cost what they cost.

Their own batteries. Their own semiconductors, from a chip subsidiary launched in 2004 that now supplies 40 percent of its chips to external companies as a side business. Their own motors. Their own power electronics.

At their Hefei plant, 1,200 welding robots run a 97 percent automated line. A machine installs all four wheels, screws automatically fed and laser-aligned, in 48 seconds. Another plant produces a body-in-white every 58 seconds.

In the Western automotive supply chain, those margins get distributed across Bosch, Continental, ZF, Magna, Aptiv, Infineon, Mobileye, and hundreds of tier-two suppliers. Each with shareholders, headquarters, R&D budgets, and legal departments. BYD just owns that entire layer.

When UBS engineers tore apart a BYD Seal in 2024, they attributed its cost-effectiveness to vertical integration and the cell-to-pack blade battery design, where cells go directly into the structural floorpan, eliminating modules that legacy battery packs use. Top Gear called the interior genuinely premium, with build quality that feels a match for anything from Japan or Korea.

They couldn't get enough shipping slots for their export volume, so they built their own ships. The BYD Shenzhen: 16 decks, 9,200 vehicles, the largest car carrier ever built by capacity. That is not a flex. That's what vertical integration looks like when there's nothing left to outsource.

[Sotiris Darras @sotdarras]

Retail and Large speculators are short

Commercials trend followers are long

With Dollar decreasing in value vs the EURO and DXY being in an extreme long by retail

GBP could get reversal after his resignation

[Barchart @Barchart]

Get ready for the Everything Rally says Wells Fargo 📈🤑🥳🫂

[Open Source Intel @Osint613]

Iranian FM Araghchi:

Tireless Pakistani and Qatari mediation has delivered major progress to end Lebanon War. Oil and petrochem exports are waived, blockade lifted, some frozen assets released, and major reconstruction & development plan launched for Iran.

1st real test: Lebanon deconfliction cell

[Polymarket @Polymarket]

BREAKING: The NSA confirms Mythos “broke into almost all of our classified systems, not in weeks, but in hours”

[Sotiris Darras @sotdarras]

It is either a

-long squeeze to 59k with potential to go even lower >50k

-short squeeze to 68k+

Personally it feels to me like a trap

[Sotiris Darras @sotdarras]

@business Based

[Cointelegraph @Cointelegraph]

📊 MARKET: There are only $3B in longs on the yearly liquidation map.

[Ayatollah Mojtaba Khamenei @MKhamenei_ir]

In the Name of God, the Compassionate, the Merciful

To the passionate and loyal nation of Iran

As you have been informed, a memorandum of understanding was signed between the presidents of Iran and the United States of America.

[Clash Report @clashreport]

Iranian President Pezeshkian signed the MOU with the United States on behalf of his country.

[Sotiris Darras @sotdarras]

FCKING FINALLY

[BRICS News @BRICSinfo]

JUST IN: 🇪🇺 EU Parliament votes to advance the remigration act, allowing swift removal of immigrants.

[Sotiris Darras @sotdarras]

@0xSweep @TrollFootball The cartels

[amit @amitisinvesting]

MAY US RETAIL SALES:

+0.9% MoM vs +0.6% MoM expected
+6.9% YoY vs +4% YoY expected

The US consumer is so, so resilient...