Martijn de Jong

[Martijn de Jong @TMJ97_]

Calling it now

Spacex woke up retail -> oversubscribed antrophic and openai ipo’s both mooning -> institutions banked on ipo and stock alteady ran so crypto only thing left to create fomo-> retail follows
-> btc ATH end of year

[Martijn de Jong @TMJ97_]

Likelihood to 10x at $100b is bigger than at $1b — go big or go home!

Interesting finding and makes more sense than first thought

Compounding effect of exceptional companies / people

https://t.co/rrh1KOkM3V

[Sawyer Merritt @SawyerMerritt]

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Martijn de Jong @TMJ97_]

Was swamped with work last months so didnt look too much into buying stocks. With more time and some cash I have been doing looking on deploying. But i only see bulls which makes me nervous…

Is it just the X algo feeding me as I’m researching OR is the hype train taking off?

[Martijn de Jong @TMJ97_]

Following Cryptic Trade and taking small positions in bonds, health (ups / hims) and china (baba)

Want to drop cash exposure but not too add more risk

Before
- 60% tsla
- 10% crypto
- 5% sp500
- 25% cash

[Martijn de Jong @TMJ97_]

Accurate.

[Martijn de Jong @TMJ97_]

In a world of wheat abundance, one should be a baker

[Zohar Atkins @ZoharAtkins]

https://t.co/9FY4UbGAc3

[Martijn de Jong @TMJ97_]

@BoucherNicolas CLAUDE

[Martijn de Jong @TMJ97_]

@1914ad wow great article and terrific way to connect the dots!

[Martijn de Jong @TMJ97_]

@TheFP How to read this without subscription? (Non US citizens btw)

[Martijn de Jong @TMJ97_]

@wliang Hey Wayne - how does Tesla screen on your charts? Thanks!

[Elon Musk @elonmusk]

https://t.co/Mg0oHBVoxf

[Cryptic Trades @CrypticTrades_]

Remember my thesis from early-April around liquidity traps and the untapped lows that were forming?

I think market makers may be setting up something similar now.

Look at how the price action has developed for $BTC over the last couple of weeks, since we topped out in mid-August. Not one single high got swept.

.

I think the reason is that shorts are getting protected on the short-term.

We've seen something similar before, back in 2024, all throughout that MASSIVE consolidation phase when the highs never got tapped until we actually had the breakout in November.

.

This is because market makers want to make bears complacent.

When you know the highs aren't getting swept, it's a really easy short you can take.

I believe this is what will lead to the next major short-squeeze in the coming weeks and even though it may seem counterintuitive, I think that shorts getting protected right now and the highs not getting swept is a very positive indication moving forward. ✅

[Cryptic Trades @CrypticTrades_]

Blow-Off Top → Recession → Roaring 20’s

My Cycle Outlook for the Months Ahead

🧵👇

[Martijn de Jong @TMJ97_]

@BoringBiz_ What are the key learnings / changes you made in managing stress?

[Martijn de Jong @TMJ97_]

@dannycheng2022 Any updates danny?

[Martijn de Jong @TMJ97_]

@CrypticTrades_ really like your thesis. Do you believe that the drop after Emotional Gap, the Extreme Fear phase , will remain above the previous Extreme Fear lows?

[Martijn de Jong @TMJ97_]

@CrypticTrades_ Interesting analysis!

[Martijn de Jong @TMJ97_]

@FrankLeeSG Phenomenal advice, great explanation on the diff between variance and risk. Thanks a lot